1. Sap Mm Guide (PART1)

7/27/2019 1. Sap Mm Guide (PART1)

http://slidepdf.com/reader/full/1-sap-mm-guide-part1 1/79

Duro Shox Pvt LimitedSAP Implementation

Project – ‘‘Pragati”

USER MANUAL

Materials Management

DOCUMENT CONTROL SHEET

GENERAL INFORMATION

Project name Document name Document location

Implementation Materials Management

DOCUMENT INFORMATION

Version Filename Date Author Reviewedby

Changes fromprevious version

USER

MAN

U

AL



Materials Management User Manual For Duro Shox Pvt Limited Versio1.0

V 1.0 EUT -MM

REFERENCE DOCUMENTS

Document Version R Reference

DOCUMENT APPROVALS

Kedar KulkarniMM ConsultantPrepared by Approved by(KPIT Cummins Infosystems Limited.) (Duro Shox Pvt Limited)

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USER PROCEDURE MANUAL

TABLE OF CONTENTS

Duro Shox Pvt Limited ________________________________________________ 1

1 Procurement of Stock Materials ............................................................................................................. 1

1.1 Procurement of Stock Materials – Raw Material Local / Return ___________ 101.1.1 Purpose .................................................................................................................................................... .1.1.2 Prerequisites .............................................................................................................................................1.1.3 Material Master Record ..............................................................................................................................1.1.4 Vendor Master Record ...............................................................................................................................1.1.5 Purchasing Info Record .................................................................................................................... .........1.1.6 Source List.................................................................................................................................................1.1.7 CIN Master Data ........................................................................................................................................1.1.8 Excise Condition Record ............................................................................................................................

1.2 Request for Quotation (RFQ) _______________________________________ 561.2.1 Use ..................................................................................................................................................... .......1.2.2 Procedure ..................................................................................................................................................

1.2.3 Result.........................................................................................................................................................1.2.4 Example ....................................................................................................................................................

1.3 Message output: RFQ _____________________________________________ 611.3.1 Use ..................................................................................................................................................... .......1.3.2 Procedure ..................................................................................................................................................

1.4 Maintaining Quotation ____________________________________________ 641.4.1 Use ..................................................................................................................................................... .......1.4.2 Procedure ..................................................................................................................................................1.4.3 Result ........................................................................................................................................................1.4.4 Example ....................................................................................................................................................

1.5 Price Comparison ________________________________________________ 671.5.1 Use ..................................................................................................................................................... .......1.5.2 Procedure ..................................................................................................................................................1.5.3 Result ........................................................................................................................................................

1.6 Creating Purchase Requisition _____________________________________ 691.6.1 Use ..................................................................................................................................................... .......1.6.2 Procedure ..................................................................................................................................................1.6.3 Result ........................................................................................................................................................1.6.4 Example .....................................................................................................................................................

1.7 Release Purchase Requisition ______________________________________ 701.7.1 Procedure ..................................................................................................................................................

1.8. Assign and Process Purchase Requisition ___________________________ 741.8.1 Use .................................................................................................................................................. .........

1.8.2 Procedure ..................................................................................................................................................1.8.3 Result ........................................................................................................................................................

1.9 Purchase Order __________________________________________________ 771.9.1 Use ..................................................................................................................................................... .......1.9.2 Procedure ..................................................................................................................................................1.9.3 Result ........................................................................................................................................................1.9.4 Example ....................................................................................................................................................

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1.10. Release Purchase Order _________________________________________ 831.10.1. Procedure ....................................................................................................................................... .....

1.11Message Output _________________________________________________ 871.11.1 Use .........................................................................................................................................................

1.11.2 Procedure ................................................................................................................................................

1.12 Goods Receipt for Purchase Order _________________________________ 891.12.1 Use ..........................................................................................................................................................1.12.2 Prerequisites ...........................................................................................................................................1.12.3 Procedure ................................................................................................................................................1.12.4 Result ......................................................................................................................................................

Material document 5000000009 posted ...............................................................................................1.12.5 Example ..................................................................................................................................................

1.13 Logistics Invoice Verification ____________________________________ 1001.13.1 Use ........................................................................................................................................................11.13.2 Procedure ..............................................................................................................................................11.13.3 Result ....................................................................................................................................................11.13.4 Example ................................................................................................................................................1

1.14 Returning Delivery _____________________________________________ 1061.14.1 Use ........................................................................................................................................................11.14.2 Procedure ..............................................................................................................................................11.14.3 Result ....................................................................................................................................................1Return Delivery document created ........................................................................................................... .......1

1.14.4 Example ................................................................................................................................................1

1.15 Excise Invoice Other Movements __________________________________ 1141.15.1 Procedure ..............................................................................................................................................11.15.2 Result ....................................................................................................................................................11.15.3 Example ................................................................................................................................................1

1.16 Posting and Printing the Excise Invoice ____________________________ 1171.16.1 Use ........................................................................................................................................................1

1.16.2 Prerequisites .........................................................................................................................................11.16.3 Procedure ..............................................................................................................................................11.16.4 Result ....................................................................................................................................................1

1.17 Credit Memo ___________________________________________________ 1211.17.1 Use ........................................................................................................................................................11.17.2 Prerequisites .........................................................................................................................................11.17.3 Procedure ..............................................................................................................................................11.17.4 Result ....................................................................................................................................................11.17.5 Example ................................................................................................................................................1

1.18 Reversals / Cancellation of Invoice or Credit Memo __________________ 1271.18.1 Use ........................................................................................................................................................11.18.2 Prerequisites ..........................................................................................................................................1

1.18.3 Procedure ..............................................................................................................................................11.18.4 Result.....................................................................................................................................................11.18.5 Example .................................................................................................................................................1

1.19 Reversals / Cancellation of Goods Receipt (GR) _____________________ 1341.19.1 Use ........................................................................................................................................................11.19.2 Prerequisites ..........................................................................................................................................11.19.3 Procedure ..............................................................................................................................................11.19.4 Result ....................................................................................................................................................1

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1.19.5 Example ................................................................................................................................................1

1.20 Reversing CENVAT Postings _____________________________________ 1401.20.1 Purpose .......................................................................................................................................... .......11.20.2 Prerequisites .........................................................................................................................................11.20.3 Procedure ..............................................................................................................................................11.20.4 Result.....................................................................................................................................................1

1.20.5 Example .................................................................................................................................................1

1.21 Canceling Excise Invoices _______________________________________ 1451.21.1 Purpose .......................................................................................................................................... .......11.21.2 Prerequisites .........................................................................................................................................11.21.3 Procedure ..............................................................................................................................................11.21.4 Result.....................................................................................................................................................11.21.5 Example .................................................................................................................................................1

2 Procurement of Imported Materials – Business Process Procedure .................................................... 15

2.1 Procurement of Imported Materials ________________________________ 1512.1.1 Purpose ........................................................................................................................................... .......1

2.1.2 Prerequisites ...........................................................................................................................................1

2.2 Creating Purchase Order ________________________________________ 1522.2.1 Use .........................................................................................................................................................1

2.2.2 Prerequisites ...........................................................................................................................................12.2.3 Procedure ................................................................................................................................................12.2.4 Result ......................................................................................................................................................12.2.5 Example ..................................................................................................................................................1

2.3 Release Purchase Order __________________________________________ 1592.3.1 Procedure ................................................................................................................................................1

2.4 Message Output _________________________________________________ 1622.4.1 Use ................................................................................................................................................. .........12.4.2 Procedure ................................................................................................................................................1

2.5 CAPTURING BILL OF ENTRY _____________________________________ 1642.5.1 Use ................................................................................................................................................. .........12.5.2 Procedure ................................................................................................................................................12.5.3 Result ......................................................................................................................................................12.5.4 Example ..................................................................................................................................................1

2.6 Goods Receipt for Imported Purchase Order _________________________ 1722.6.1 Use ................................................................................................................................................. .........12.6.2 Procedure ................................................................................................................................................12.6.3 Result ......................................................................................................................................................12.6.4 Example ..................................................................................................................................................1

2.7 Logistics Invoice Verification for the Materials _______________________ 1842.7.1 Use ................................................................................................................................................. .........1

2.7.2 Procedure ................................................................................................................................................12.7.3 Result ......................................................................................................................................................12.7.4 Example ..................................................................................................................................................1

3 Procurement of Subcontracting Materials – Business Process Procedure .......................................... 19

3.1 Procurement of Subcontracting Materials ___________________________ 1913.1.1 Purpose ................................................................................................................................................ ...13.1.2 Prerequisites ...........................................................................................................................................1

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3.2 Creation of Subcontracting Purchase Order __________________________ 1923.2.1 Use ................................................................................................................................................. .........13.2.2 Prerequisites ...........................................................................................................................................13.2.3 Procedure ................................................................................................................................................13.2.4 Result ......................................................................................................................................................13.2.5 Example ..................................................................................................................................................1


3.4 Transfer of Components to Subcontractor ___________________________ 1993.4.1 Use ................................................................................................................................................. .........13.4.2 Prerequisites ...........................................................................................................................................13.4.3 Procedure ................................................................................................................................................13.4.4 Result ......................................................................................................................................................23.4.5 Example ..................................................................................................................................................2

3.5 Creation of Subcontracting Challan _________________________________ 2023.5.1 Use ................................................................................................................................................. .........23.5.2 Prerequisites ............................................................................................................................................2

3.5.3 Procedure ................................................................................................................................................23.5.4 Result ......................................................................................................................................................23.5.5 Example ..................................................................................................................................................2

3.6 Printing of Subcontracting Challan ________________________________ 2053.6.1 Use .........................................................................................................................................................2

3.6.2 Procedure ................................................................................................................................................2

3.7 Goods Receipt for Purchase Order _________________________________ 2093.7.1 Use ................................................................................................................................................. .........23.7.2 Prerequisites ...........................................................................................................................................23.7.3 Procedure ................................................................................................................................................23.7.4 Result ......................................................................................................................................................23.7.5 Example ..................................................................................................................................................2

3.8 Reconciling Subcontracting Challan ________________________________ 2183.8.1 Use ................................................................................................................................................. .........23.8.2 Procedure ................................................................................................................................................23.8.3 Result ......................................................................................................................................................23.8.4 Example ..................................................................................................................................................2

3.9 Completing/Reversal/Re-credit Subcontracting Challan ________________ 2213.9.1 Use ................................................................................................................................................. .........23.9.2 Procedure ................................................................................................................................................23.9.3 Result ......................................................................................................................................................23.9.4 Example ..................................................................................................................................................2

3.10 Logistics Invoice Verification for Subcontracting Material _____________ 222

3.10.1 Use ........................................................................................................................................................23.10.2 Procedure ..............................................................................................................................................23.10.3 Result ....................................................................................................................................................23.10.4 Example ................................................................................................................................................2

5. Procurement of External Services: Business Process Procedure ....................................................... 22

5.1 Procurement of External Services – Procurement Process _____________ 2275.1.1 Purpose ................................................................................................................................................ ...25.1.2 Prerequisites ...........................................................................................................................................2

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5.2 Creating Service Master __________________________________________ 2285.2.1 Use ................................................................................................................................................. .........25.2.2 Procedure ................................................................................................................................................25.2.3 Result ......................................................................................................................................................2

5.3 Creating Purchase Requisition ____________________________________ 2305.3.1 Use ................................................................................................................................................. .........2

5.3.2 Procedure ................................................................................................................................................25.3.3 Result ......................................................................................................................................................25.3.4 Example ...................................................................................................................................................2

5.4 Assign and Process Purchase Requisition ___________________________ 2365.4.1 Use ................................................................................................................................................. .........25.4.2 Procedure ................................................................................................................................................25.4.3 Result ......................................................................................................................................................2

5.6 Purchase Order _________________________________________________ 2395.6.1 Use .........................................................................................................................................................2

5.6.2 Prerequisites ...........................................................................................................................................25.6.3 Procedure ................................................................................................................................................25.6.4 Result ......................................................................................................................................................2

5.6.5 Example ..................................................................................................................................................2

5.7 For Releasing Purchase Order Refer User Manual of Stock Procurement _ 243


5.9 Creation and Acceptance of Service Entry Sheet _____________________ 2455.9.1 Use ................................................................................................................................................. .........25.9.2 Procedure ................................................................................................................................................25.9.3 Result ......................................................................................................................................................25.9.4 Example ..................................................................................................................................................2

5.10 Logistics Invoice Verification _____________________________________ 2575.10.1 Use ........................................................................................................................................................25.10.2 Procedure ..............................................................................................................................................25.10.3 Result ....................................................................................................................................................25.10.4 Example ................................................................................................................................................2

6 Asset Procurement – Business Process Procedure............................................................................... 2

6.1 Purchase Order _________________________________________________ 2626.1.1 Use ................................................................................................................................................. .........26.1.2 Procedure ................................................................................................................................................26.1.3 Result.......................................................................................................................................................2

6.2 Release of Purchase Order _______________________________________ 2666.2.1 Procedure ................................................................................................................................................2

6.3 Goods Receipt for Purchase Order _________________________________ 2676.3.2 Use ................................................................................................................................................. .........26.3.3 Prerequisites ...........................................................................................................................................26.3.4 Procedure ................................................................................................................................................26.2.3 Result.......................................................................................................................................................2

6.4 Post Excise Invoice ______________________________________________ 2696.4.1 Procedure ...............................................................................................................................................2

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6.4.2 Result......................................................................................................................................................2

6.5 Logistics Invoice Verification ______________________________________ 2726.5.1 Use ................................................................................................................................................. .........26.5.2 Procedure ................................................................................................................................................26.5.3 Result.......................................................................................................................................................2

7 Excise Periodic Processing – Business Process Procedure .................................................................. 27.1 Excise Periodic Processing _______________________________________ 276

7.1.1 Purpose ................................................................................................................................................ ...27.1.2 Prerequisites ............................................................................................................................................2

7.2 Excise Report - CENVAT Register __________________________________ 2777.2.1 Use ................................................................................................................................................. .........27.2.2 Prerequisites ............................................................................................................................................27.2.3 Procedure ................................................................................................................................................27.2.4 Result ......................................................................................................................................................2

7.3 Excise Register Updation .................................................................................................................... 28

7.3Updation of RG1 Register ________________________________________ 280

7.3.1 Use ................................................................................................................................................. .........27.3.2 Prerequisites ............................................................................................................................................27.3.3 Procedure ................................................................................................................................................27.3.4 Result ......................................................................................................................................................2

7.4 RG1 Register Extraction __________________________________________ 2887.4.1 Use ................................................................................................................................................. .........27.4.2 Prerequisites ............................................................................................................................................27.4.3 Procedure ................................................................................................................................................27.4.4 Result ......................................................................................................................................................2

7.5 RG1 Register Print Utility _________________________________________ 2927.5.1 Use ................................................................................................................................................. .........27.5.2 Prerequisites ............................................................................................................................................2

7.5.3 Procedure ................................................................................................................................................27.5.4 Result ......................................................................................................................................................2

8. PLA Register Extraction ....................................................................................................................... 29

8.1 PLA Register Extraction __________________________________________ 2958.1.1 Use ................................................................................................................................................. .........28.1.2 Prerequisites ............................................................................................................................................28.1.3 Procedure ................................................................................................................................................28.1.4 Result ......................................................................................................................................................2

8.2 PLA Register Print Utility _________________________________________ 2988.2.1 Use ................................................................................................................................................. .........28.2.2 Prerequisites ............................................................................................................................................2

8.2.3 Procedure ................................................................................................................................................28.2.4 Result ......................................................................................................................................................3

9. Reports ................................................................................................................................................. 30

7.1 Purchasing ____________________________________________________ 3017.1.1 Purchasing Documents per Vendor (ME2L) ................................................................................. ...........37.1.2 Purchasing Documents per Material (ME2M) ....................................................................................... ...37.1.3 Source List for Material (ME0M) ........................................................................................................... ...37.1.4 Purchase Info Record per Material (ME1M) .............................................................................................3

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7.1.5 Purchasing Values(MC$G) ............................................................................................................... .......3

9.2 Inventory _______________________________________________________ 3079.2.1 Material Document List (MB51) ................................................................................................... ............39.2.2 Diplay Warehouse Stock (MB52) .............................................................................................................39.3.3 Stock on Posting Date (MB5B) .............................................................................................................. .39.3.4 Stock Overview (MMBE) .........................................................................................................................3

9.3.5 Stock in Transit (MB5T) ......................................................................................................................... .39.3.6 Slow Moving Items (MC46) .....................................................................................................................3

Icons

Icon Meaning

Caution

Example

Note

Recommendation

Syntax

Abbreviations

R Required entry field(used in the end-user procedures)

O Optional entry field(used in the end-user procedures)

C Conditional field

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(used in the end-user procedures)

1 Procurement of Stock Materials

1.1 Procurement of Stock Materials – Raw Material Local / Return

1.1.1 Purpose

This process describes the procurement process of raw materials from indigenous source of supply with CountryVersion India (CIN) relevant process like processing of Excise Duty (ED) and Sales Tax (ST) process.

1.1.2 Prerequisites

The following scenario specific master data must be created for operation of this building block.

1. Material Master Record2. Vendor Master Record3. Purchase Info Record (Optional)4. Source List (Optional)5. CIN Master Data6. Excise Condition Record (if Tax applicable for the Vendor-Material Combination)

1.1.3 Material Master Record

Menu PathLogistics Materials Management Material Master Material Create

(General)

T Code MM01 – CreateMM02 – ChangeMM03 – Display

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Press Enter to see the pop-up window.

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Enter the Industry Sector

Enter the Material Type

Internal Number assignment .




Select the required views and press Enter to input the organizational levels.

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Press Enter to input the details of the Material.

1.1.3.1 Basic Data Views

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Enter the Material

Enter the Unit of Measureand material Group

Enter the division if StockTransfer will happen for this

Blocking for Procurement or BOM enter here

Enter the Gross and NetWeight for the Finished Goods

Enter here if the material isreturnable packing as VERP andnon returnable packing as LEIH




Press Additional Data to maintain the Alternate Unit of Measures (for e.g. 1000G= 20Nos for the Semi finishedgoods)

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Enter any Basic Material is there

Press Additional Data tomaintain Alternate Unit of




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Press Main data to go to the next view




1.1.3.2 Purchasing Views

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If the Ordering Unit is other than the Base UoM, enter theUnit and make VAR. OUn as 1

Enter the Purchasing ValueKey as G1 (5% DeliveryTolerance) or G2 (10%

Enter the Purchasing Group –Person/Group responsible toprocure this material

Select if QM is not active andwant to post to InspectionStock (Mainly used for

Source list should bemaintained for this material

Enter the No. of Days requiredfor GR Processing once thematerial is arrived at factory.




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Enter the PO Text normallyspecification is maintained




1.1.3.3 MRP Views

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Enter the appropriate MRPType)




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Work Scheduling View:

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1.1.3.4 Quality Management View

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1.1.3.5 Accounting Views

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Enter the appropriate ValuationClass (Various ValuationClasses given below)

If Price Control is V enter theMoving Average price, S enter the Standard Price

Enter the Price Control as V-Moving Average and S-Standard




1.1.3.6 Costing Views

After entering all the details, press to save the Material.

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Enter Respective ProfitCentre of Plant/Depot




1.1.4 Vendor Master Record

Menu PathLogistics Materials Management Purchasing Master Data Vendor Central

T CodeXK01 – CreateXK02 – ChangeXK03 – Display

Press Enter to input the details of the vendor.Vendor Account Groups:VDOM Domestic VendorsVIMP Import VendorsVSRV Service Vendors

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Vendor Number to be put manually

Enter Company Code

Enter Account Group (VariousGroup given below)

Enter Purchasing Organisation




1.1.4.1 General Data

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Click on the CIN Details to enter theVendor Excise and Sales Tax details




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Enter all the details in the respective fields

Excise Indicator for Vendor as 1 –100% Taxable




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Enter all the details in the respective fields




Enter whether this vendor is approved or on Probation

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Enter the detail in the respective field




No need to enter in the below screen.

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1.1.4.2 Accounting Data

Reconciliation Accounts:

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Enter the appropriate Reconciliation Accounts (Various Accounts given below)




The below screen is explained in detail in FI User Manual:

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Enter the appropriate Payment Terms andSelect the Chk double inv

Enter the appropriate Payment MethodsC – Cheque, E – Cash Payment, T – Bank Transfer




1.1.4.3 Purchasing Data

Schema group, Vendor:

DM Domestic SchemaIM Import Schema

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Enter the Order Currency, Terms of Pa ment and Incoterms

Enter the appropriate Schema group, Vendor (Various groups given below)

1. Select GR-based Inv. Verf if Invoiceverification is done after GR2.. Select the Srv-based Inv. Verf if InvoiceVerification is done after Service Entry sheet.




Press to save the Vendor master and the no is generated automatically.

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Enter the Partner for the appropriate Partner Functions




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If the message is displayed like this,intimate the Quality Person to maintainthe QM Info Record (TCode: QI01)




No need to enter anything in the below screen as it copies all the data from the Vendor Master.

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It is defaulted from the Material Master

but change for this Vendor-Materialcombination if different.

Enter the Standard Quantity

Enter the appropriate Tax Code

It is defaulted from the Material Master but change for this Vendor-Materialcombination if different.

Enter the Net Price




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It is defaulted from the Material Master

but change for this Vendor-Materialcombination if different.




1.1.5.1 Result

Purchasing Info Record is created

1.1.5.2 Example

Purchasing Info Record 5300000384 is created.

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1.1.6 Source List

Menu PathSAP Easy Access Logistics Materials Management Purchasing Master Data Source List Maintain

T CodeME01 – MaintainME03 – Display

ME04 - Changes

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Enter the Material No. and Plant




Result: Source List changed.

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Maintain the ValidityPeriod till until which youwill procure this materialfrom this vendor

Enter the Vendor andPurchasing Organisation

Select if theVendor is fixed

Select if the Vendor is blocked for Procurement for this particular material alone

Enter 1 to be includedin MRP Run




1.1.7 CIN Master Data

Menu Path J1ILN SAP Menu Indirect Taxes Master Data Excise Rate Maintenance

T Code J1ID

1.1.7.1 Chapter IDs

Select Chapter ID and Press

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Press New Entries to go to the next screen.

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Press New Entries to Create New Chapter ID




Press to save the data.

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Enter the Chapter ID

Enter the Description as per law




1.1.7.2 Material ID and chapter ID combination

Select Material and Chapter ID Combination and Press

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Select the Material and Chapter-Id Combination




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Press New Entries to Create New Material Number and Chapter IDCombination





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Enter the Material No. and Chapter ID Combination

Enter the material type based onthe Material Nature




1.1.7.3 Vendor Excise Details

Either you can maintain here or else in Vendor Master.

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Select the Vendor Excise Details





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Press New Entries to Create Vendor Master ExciseDetails




1.1.7.4 Excise Indicator for Plants

Select Excise Indicator for Plant and Press

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Select the Excise Indicator for Plant





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Press New Entries to Create Plant ExciseDetails




1.1.8 Excise Condition Record

1.1.8.1 Use

When you enter a purchasing document, for example, a purchase order, the R/3 Systemautomatically calculates the applicable excise duties using the condition technique.

1.1.8.2 Procedure

1. Access the transaction choosing one of the following navigation options:

SAP R/3 menu No Menu path available for this transaction

Transaction code FV11

2. Enter the appropriate Condition type (various condition types given in next page) and maintain therespective values.

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Enter the appropriate condition type




For Raw Material / Packing Material maintain the Plant/Vendor/Material Combination.For Service Tax /Assets maintain the Plant/Material Group Combination..

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Various combinations to maintain thecondition record




3. Press Ctrl+S or

4.

1.1.8.3 Result

Condition records saved.

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Enter the Plant and Vendor

Enter the Material No. Enter the Value / amount




1.2 Request for Quotation (RFQ)

1.2.1 Use

Request for Quotation is used to float enquiries in market to obtain quotations from prospective vendors.This transaction is optional for the process.

1.2.2 Procedure


SAP R/3 menu Logistics Material Management Purchasing

RFQ/quotationRequest for Quotation Create

Transaction code ME41

2. RFQ can be created with reference to Purchase Requisition, Outline Agreement (Contract) and another RFQ.

3. On the Create RFQ: Initial Screen, make the following entries:

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1. Enter the RFQ type as “AN”2. Enter the Quotation Deadline3. Enter Purch. Organisation as 11014. Enter the respective Purchasing group




4. Choose (header details icon) on the toolbar, then on screen Create RFQ: Header Data, enter information in the fields as specified in the table below:

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Enter the Submission date

Enter the appropriateItem category for Sub-Contracting & Service

Press this button to enter the CollectiveNo and Vendor Reference

1. Enter the Material No2. Enter the RFQ Quantity3. Enter the Deliv. Date4. Enter the Plant if it is Plant specific




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Enter the Collective No to have a track of all RFQs related to particular instance

Enter the Your Reference if anyreference given by the vendor

Press this button to enter the vendor code for which it has to be sent?




5. Choose (vendor address button) on the toolbar, then on screen Create RFQ: Vendor Address, enter information in the fields as specified below:

After entering the vendor code and pressing enter the details of vendor will be displayed automatically.

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6. Press to Save the RFQ. This will refresh the Create RFQ: Vendor Address screen to allow creation the same RFQ data to a new vendor by following the steps outlined above.

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1.2.3 Result

RFQ created

Similarly create for other vendor in the same screen and various RFQ Nos will be generated

1.2.4 Example

RFQ created under the number 6000000000 .

1.3 Message output: RFQ

1.3.1 Use

A RFQ needs to be printed for transmitting to vendor. This transaction is optional for the process.

1.3.2 Procedure


SAP R/3 menu Logistics Materials Management Purchasing

RFQ/Quotation Request for Quotation MessagesPrint/Transmit

Transaction code ME9A

2. On the Message Output screen, make the following entries:

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Enter the RFQ Nos to be printedand Execute (F8)

Press this button to Execute

Select the check box For Printout clickthis button whichwill create SpoolRequest.

For Direct Printoutclick this button

For Print Previewclick this button




You will see out put as

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1.4 Maintaining Quotation

1.4.1 Use

This transaction is used to maintain the quotation, which is submitted by vendors. Vendor communicatprice for material and as a result the RFQ (Request for Quotation) needs to be updated.

This transaction is optional for the process.

1.4.2 Procedure



RFQ/quotation Quotation Maintain


2. On the Maintain Quotation: Initial Screen, make the following entries:

3. Choose the Enter key, or choose green Enter icon to proceed.

4. View the screen “Maintain Quotation: Header Data” by Choosing on the Header data icon in the toolbar.

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5. Enter information in the fields as specified in the table below. Some fields will not be available for input, as theare reference fields only.

6. Once all necessary header data has been maintained, the user can then enter the price information in oneof two fashions:

a. Enter the price in the Net Price field on the Maintain Quotation: Item Overview screen byChoosing overview icon on toolbar.

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1. Press to select the line

2. Press to enter the conditions

Enter the Conditions given by vendor.




b. To enter more detailed information in addition to the net price, select the line item and choosethe Item Details icon. Choose the green Back arrow to return to the ‘Overview’ screen oncedata has been maintained.

i. A vendor’s quoted price can be entered in one of two ways.

ii. Enter the net price per unit in the Net price field. This price includes the vendor'snormal discounts and surcharges only. Cash discounts (for prompt payment) and taxe

are calculated separately.iii. Enter the gross price in the Net price field, and maintain the conditions for the item.

Then the system automatically replaces the entered gross price with the calculated neprice. If the net price for an item is entered for which pricing conditions have beenmaintained, the system always replaces the price entered with the calculated net pric

iv. Enter the Tax Code for any relevant taxes (for example, Excise Duty, Sales Taxes etcin the Tax code field. If a purchase order is created by referencing an RFQ, this codefacilitates the determination of the tax amount when the invoice is entered in thesystem.

v. After entering tax code, after choosing this system may give an information messageshowing the effective price, Choose Enter to continue.

7. Once all quotation information has been successfully entered, save the data by Choosing on the Savebutton, or Choose the <Ctrl + S> keys. A message will be displayed that the data has been saved.

1.4.3 Result

Quotation is maintained.

Maintain the same for other RFQs.

1.4.4 Example

Quotation for RFQ 6000000000 maintained.

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1.5 Price Comparison

1.5.1 Use

Required to compare prices from all quotations received as a result of a competitive bidding process.


1.5.2 Procedure



RFQ/Quotation Quotation Price Comparison


2. On the Price Comparison List screen, make the following entries:

a. Choose the comparison values to be used:

i. Reference quotation: You can compare the quotations within the list with a sample

quotation. The system displays the percentage deviation between each quotation in the liand the sample quotation.

ii. Mean/minimum value quotation: The price comparison list can also display a "fictitious"quotation reflecting the average or minimum value of all quotations. Select either the "Mevalue" or "Minimum value" quotation field to choose the type of fictitious quotation.

iii. Percentage basis: The price comparison list displays the percentage of each item inrelation to the maximum, minimum, or average price. To determine the display type, enteone of the following:

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Parameters included for Com arison

Enter the Purchasin Or anisation

Enter the Quotations to be compared or the Collective RFQ




+: The highest value for each item is the 100% value-: The lowest value for each item is the 100% value

_: The mean value for each item is the 100% value

b. Select the desired price computations:

i. Select the appropriate field to determine which of the following should be included in thedetermination of the comparison price:

i. Include cash discounts

ii. Include delivery costs

iii. Determine effective price

3. Once all entries have been made, Choose the Execute.

4. On screen “Price Comparison List in Currency INR”, view the Price Comparison list.

5. To view any of the following information for a particular quote included in the comparison, Choose the RFQnumber with the mouse to select it, then Choose the appropriate icon/button on the menu toolbar:

6. Display Material: Allows the user to view the purchasing data in the material master record.7. Display Vendor:Allows the user to view the vendor master record.

8. Additional Info: Allows the user to view payment terms, bid dates, currency information for all the vendor quotations in the list.

9. If any information has been modified through the comparison list, save the RFQ before exiting. If changeshave been made and the user attempts to exit without saving, the system will return a message to verifyaction.

10. To exit the transaction, choose the green Back arrow, the yellow Exit arrow, or Choose the F3 button.

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Rank isgeneratedautomatically

Mean andEffective Price ishighlighted




1.5.3 Result

Price Comparison List in Currency INR is displayed on the screen.

1.6 Creating Purchase Requisition1.6.1 Use

A Purchase Requisition is created to indicate purchase department to procure materials or services wdetails like how much quantity is required, when required. Generally it is created automatically for Ramaterials and Packing Materials through MRP Run and Spares and Service related to PlantMaintenance Purchase Requisition is generated automatically from Plant maintenance Order.


1.6.2 Procedure


SAP R/3 menu Logistics Materials Management Purchasing Purchase

Requisition Create

Transaction code ME51N

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2. On the Create Purchase Requisition screen, make the following entries:

Press or Ctrl+S to Save the Purchase Requisition.

1.6.3 Result

1.6.4 Example

Purchase requisition number 0010000000 created.

1.7 Release Purchase Requisition

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Enter Material No. Enter requiredQuantity

Enter the Desired Vendor if Vendor is known tothe person who is creating PR




1.7.1 Procedure



Requisition

Release

Individual ReleaseTransaction code ME51N

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Click Other Purchase Re uisition

Enter PR No.




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Click This Icon to Release PR

Click This Icon to Release




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Click This Icon to Save




1.8. Assign and Process Purchase Requisition

1.8.1 Use

a) This section explains the functions provided by the SAP System for converting requisitions intoexternal purchasing documents (purchase orders, contract release orders, scheduling agreementdelivery schedules, RFQs), and the processing options thereby available to you:

• Assigning means defining the desired source for each purchase requisition itemo Further processing involves generating lists of requisitions that have been assigned or flagged a

outlined above, and the subsequent creation of RFQs, purchase orders, or lines of deliveryschedules under scheduling agreements.

1.8.2 Procedure



Requisition Follow-On Functions Assign and Process


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3. The assignment of sources to and further processing of purchase requisitions are two distinct functionYou can choose whether you wish to perform the functions in two separate steps or in just one.

4. Below are the Selection Parameters to restrict the process of PO from PR

5. Press or F8 to enter into the next screen.

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1. Enter the appropriatePurchasing Group2. Enter the Scope of List as B1 for PR generated through MRP Runand A for remaining PR3. Enter the appropriate Plant

1. Select the Assigned PurchaseRequisition (For Spares PRnormally the End User may haveentered the Vendor in the PR)2. Select the appropriate Check

boxes for Processing the PR




6. O is explained in next chapter.

1.8.3 Result

The source is assigned to PR and can be processed for PO.

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1. Select the check boxesrequired PR which are tobe converted in to Pos.

1. If Source List isavailable click this button

1. Since only one source is assigned inSource list system assigns the sourceautomatically or else if more than one sourceavailable a Pop-up window will be comingwhere one vendor has to be selected.

After assigning the sourceclick on to this button toprocess the PO or else savefor the assignment of source




1.9 Purchase Order

1.9.1 Use

A purchase order is a legal document used to record an individual purchase with the vendor. It also

provides the vendor with a reference document to link to shipping (goods receipt) and invoicing (invoicverification) processes. The purchase order is a commitment to a vendor for a given material, in aspecified quantity at a predetermined price and delivery date.

This transaction is mandatory for the process.

Please ensure that Purchase Order Value does not exceed specified value and if the purchase order valucrosses this limit a release procedure is applied on this purchase order. To release the Purchase Order gto ME28 for collective release and ME29N for individual release.

1.9.2 Procedure



Order CreateVendor/Supplying Plant Known

Transaction code ME21N

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2. If you want create purchase order with reference to the purchase requisition, on item details screen enter the purchase requisition number and item number at Purch. Req. field. System will automatically adopt athe data from requisition.

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Click thePurchasingRequisitionsand Press

Adopt

Press this button to viewthe Tax Calculation

1. Sap Mm Guide (PART1)

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