MM-PUR-Creating PR for M and O

Prévia do material em texto

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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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 
5.1.  REQUIRED USER INPUT ....................................................................................................... 12 
5.2.  SAP SCREEN SNAP ............................................................................................................ 12 
5.3.  DESCRIPTION ...................................................................................................................... 12 
6.  SHORT TEXT DESCRIPTION ................................................................................. 13 
6.1.  REQUIRED USER INPUT ....................................................................................................... 13 
6.2.  SAP SCREEN SNAP ............................................................................................................ 13 
6.3.  DESCRIPTION ...................................................................................................................... 13 
7.  QUANTITY ................................................................................................................ 14 
7.1.  REQUIRED USER INPUT ....................................................................................................... 14 
7.2.  SAP SCREEN SNAP ............................................................................................................ 14 
7.3.  DESCRIPTION ...................................................................................................................... 14 
   
 
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8.  UNIT OF MEASURE ................................................................................................. 15 
8.1.  REQUIRED USER INPUT ....................................................................................................... 15 
8.2.  SAP SCREEN SNAP ............................................................................................................ 15 
8.3.  DESCRIPTION ...................................................................................................................... 15 
9.  PLANT ...................................................................................................................... 16 
9.1.  REQUIRED USER INPUT ....................................................................................................... 16 
9.2.  SAP SCREEN SNAP ............................................................................................................ 16 
9.3.  DESCRIPTION ...................................................................................................................... 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 
11.1.  REQUIRED USER INPUT ..................................................................................................... 18 
11.2.  SAP SCREEN SNAP .......................................................................................................... 18 
11.3.  DESCRIPTION .................................................................................................................... 18 
12.  ACCOUNT ASSIGNMENT: WBS ELEMENT ........................................................ 19 
12.1.  REQUIRED USER INPUT ..................................................................................................... 19 
12.2.  SAP SCREEN SNAP .......................................................................................................... 19 
12.3.  DESCRIPTION .................................................................................................................... 19 
13.  SEARCH: WBSE NUMBER ................................................................................... 20 
13.1.  REQUIRED USER INPUT ..................................................................................................... 20 
13.2.  SAP SCREEN SNAP .......................................................................................................... 20 
13.3.  DESCRIPTION .................................................................................................................... 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 
15.1.  REQUIRED USER INPUT ..................................................................................................... 22 
15.2.  SAP SCREEN SNAP .......................................................................................................... 22 
15.3.  DESCRIPTION .................................................................................................................... 22 
16.  VALUATION PRICE ............................................................................................... 23 
16.1.  REQUIRED USER INPUT ..................................................................................................... 23 
16.2.  SAP SCREEN SNAP .......................................................................................................... 23 
16.3.  DESCRIPTION .................................................................................................................... 23 
17.  CHECK DOCUMENT ............................................................................................. 24 
17.1.  REQUIRED USER INPUT ..................................................................................................... 24 
17.2.  SAP SCREEN SNAP .......................................................................................................... 24 
17.3.  DESCRIPTION .................................................................................................................... 24 
18.  SAVE BUTTON ...................................................................................................... 25 
18.1.  REQUIRED USER INPUT ..................................................................................................... 25 
18.2.  SAP SCREEN SNAP .......................................................................................................... 25 
18.3.  DESCRIPTION .................................................................................................................... 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. 
 
3.2. SAP Screen Snap 
 
 
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. 
 
4.2. SAP Screen Snap 
 
 
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. 
 
5.2. SAP Screen Snap 
 
 
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 
 
6.2. SAP Screen Snap 
 
 
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. 
 
7.2. SAP Screen Snap 
 
 
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. 
 
8.2. SAP Screen Snap 
 
 
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. 
 
9.2. SAP Screen Snap 
 
 
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. 
 
10.2. SAP Screen Snap 
 
 
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. 
 
11.2. SAP Screen Snap 
 
 
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. 
 
12.2. SAP Screen Snap 
 
 
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. 
 
13.2. SAP Screen Snap 
 
 
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. 
 
14.2. SAP Screen Snap 
 
 
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. 
 
15.2. SAP Screen Snap 
 
 
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'. 
 
16.2. SAP Screen Snap 
 
 
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) 
 
17.2. SAP Screen Snap 
 
 
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. 
 
18.2. SAP Screen Snap 
 
 
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.