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© SAP AG
Phase II: Procurement
SAP University Alliances
Version 2.2
Authors Simha R. MagalStefan WeidnerTom Wilder
ProductSAP ERP 6.0 EhP4Global Bike Inc.
LevelBeginner
FocusConfiguration: The Procurement Process
Configuration
Page 2© SAP AG
Agenda
Enterprise structure
Business rules and parameters
Master data
Process execution (testing)
Exercises
Configuration
Page 3© SAP AG
Enterprise structure
Enterprise structure elements- Client- Company code (CC)- Plant- Storage location (SLoc)- Purchasing organization (POrg)- Purchasing group- Valuation areas
Define / Maintain
Assign
Configuration
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Plant
Many definitions or uses. A location- That holds valuated stock (for distribution)- Where production planning is carried out- Where products and services are created- That contains service or maintenance facilities
Where work is performed- Office, store, factory, warehouse, distribution center
Can be assigned to one CC only
A CC can have many plants
Configuration
Page 5© SAP AG
Storage Location
A place, within a plant, where materials are stored- Areas designated for different types of material (raw material, work-in-
process, finished goods)- Does not have to be physical, can be logical- More sophisticated divisions including storage bins, cabinets, trays is
part of warehouse management
A plant must have at least one storage location
A storage location is assigned to a single plant- Storage locations in different plants can have the same name
• Finished Goods FG00 in MI00, FG00 in DL00
Configuration
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Storage Locations
Configuration
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Purchasing Organization
Identify and select vendors
Negotiate general conditions of purchase and contracts for one or more plants or companies.
Determine pricing conditions
Typically three models for Purchasing Organization- Enterprise-Level (assigned to plant)- Company-Level (assigned to plant and one company code) <- GBI
model- Plant-Level (assigned to plant and its company code)- Hybrid
Configuration
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Purchasing Organization
Configuration
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Purchasing Group
A buyer or group of buyers responsible for certain materials or groups of materials
Can be internal to the company or external- Decide to purchase land, but use a realtor (external purchasing group)
to execute the purchase
Not assigned to or related to purchasing org
GBI Purchasing Groups:- North America (N00)- Europe (E00)
Configuration
Page 10© SAP AG
Agenda
Enterprise structure
Business rules and parameters
Master data
Process execution (testing)
Exercises
Configuration
Page 11© SAP AG
Business Rules and Parameters
Automatic Account Determination- Material accounts- GR/IR account- Price difference account- Posting keys for invoice verification
Tax related parameters- Tax version (how many tax rates and amounts)- Tax accounts (G/L account for posting)- Default values for tax codes (when entering invoices)
Attributes for material types- Views to be maintained- Type of inventory management
• quantity basis• value basis
Configuration
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Business Rules and Parameters
Tolerance limits- Purchase order
• Purchase price (PO price vs. material price)• Discounts (cash discount in PO)
- Goods receipt• Quantity (warning and error)• MAP change
- Invoice receipt• Quantity tolerances• Value tolerances
- Vendor payment
Plant parameters- Goods movement- Material reservations
Configuration
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Agenda
Enterprise structure
Business rules and parameters
Master data
Process execution (testing)
Exercises
Configuration
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Master Data
Material Master
Vendor Master
Purchasing info record
Conditions
Configuration
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Material Master
Data needed to execute transactions related to materials
Data are grouped by different user / functional areas (views)
• Basic data• Purchasing• Accounting• Forecasting• Sales
• Plant / Storage• Work Scheduling• MRP• Classification• Warehouse Management
Configuration
Page 16© SAP AG
Material Master
Master date are defined for specific organizational levels
Can have different data for different combinations of Org data- Purchasing: Plant, storage location- Sales: Sales Area (Sales Org, Distribution Channel)- Warehouse: Warehouse #, storage type
Configuration
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Material Master
Example:- SHRT1000 + MI00+ TG00- SHRT1000 + SD00+ TG00- SHRT1000 + US00 + Wholesale channel- SHRT1000 + US00 + Internet channel
Demo• Review material master• Review procurement related tabs
Configuration
Page 18© SAP AG
Vendor Master Data
Data needed to do business with vendors
Data needed to execute transactions related to vendors
Data are specific to (defined for) different organizational levels. The three segments are:- Client level data (General)- Company code level data (Accounting)- Purchasing organization level data (Purchasing)
Demo• Review vendor master data• Review data in three segments
Configuration
Page 19© SAP AG
Purchasing Info Records
Relates vendors and materials.
One info record per combination of vendor and material (or material group)- General data- Conditions: pricing, discounts, free goods (current and future)- Vendor data- Texts (notes)
Configuration
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Purchasing Info Records
Configuration
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Conditions
Pricing Conditions - Gross price- Discounts and surcharges- Freight / shipping
Pricing data in a purchase order is obtained from- Condition records- Purchasing info records- Contracts and agreements- Other sources
Configuration
Page 22© SAP AG
Agenda
Enterprise structure
Business rules and parameters
Master data
Process execution (testing)
Exercises
Configuration
Page 23© SAP AG
Process execution
Configuration
Page 24© SAP AG
Agenda
Enterprise structure
Master data
Business Rules and Parameters
Process execution
Exercises
Configuration
Page 25© SAP AG
Exercises
2.1 - Enterprise structure- Configure the enterprise structure
2.2 - Business Rules and Parameters- Define business rules
2.3 - Master data- Material, vendor (copy from 00 where possible)
2.4 - Testing- Execute simple procurement process
Appendices- Exercises provide detailed instructions for one or few objects (e.g,
once cost center, once vendor, etc.)- Appendices provide data from additional objects (cost centers, etc.)- Don’t forget them!!!!
Configuration
Page 26© SAP AG
Agenda
Enterprise structure
Master data
Business Rules and Parameters
Process execution
Exercises