MM-PUR-Creation of Purchase requisition for stock

Prévia do material em texto

PROJECT A-SURE 
User Training Manual 
 
 
PROCUREMENT 
CREATION OF PURCHASE REQUISITION OF STOCK MATERIALS 
 
 
 
 
 
 
 
CUSTOMER: PTCL 
IMPLEMENTATION PARTNER: SIEMENS PAKISTAN 
 
 
 
Date: 17 November, 2007 
Author(s): S.M Shehzad Alam 
   
 
  CONFIDENTIAL 
MM‐PUR‐001.03.doc/001  Page 2  Version 001 
 
Document Number 
Document Number Document Date 
MM-PUR-001.03.doc/001 17 November, 2007 
 
 
Version History 
Version Number Version Date Summary of Changes Ref: Minutes of Review 
01 / 001 05 Oct, 2007 NA NA 
 
 
 
 
   
 
  CONFIDENTIAL 
MM‐PUR‐001.03.doc/001  Page 3  Version 001 
 
TABLE OF CONTENTS 
1.  LEGEND ..................................................................................................................... 3 
2.  MENU PATH………………………………………………………………………………..8 
3. DOCUMENT TYPE SELECTION ……………………………………………………….9 
4. MATERIAL / SERVICE DETAIL ………………………………………………………..15 
5. RELEASE STRATEGY…………………………………………………………………..17 
 
 
 
   
 
  CONFIDENTIAL 
MM‐PUR‐001.03.doc/001  Page 4  Version 001 
 
1. Click on Logistics 
1.1. Required User Input 
Click on "Logistics". 
 
1.2. SAP Screen Snap 
 
 
1.3. Description 
  
To access Create Purchase Requisition Transaction you will have to use the following path: 
Logistics ---> Materials Management ---> Purchasing ---> Purchase Requisition ---> Create 
 
In PTCL, Procurement Department is responsible to facilitate all end users procurement requests 
PTCL needs to procure a variety of materials and services for projects, maintenance and 
operations. These may be telecommunication equipments, components, spare parts, instruments, 
tools, systems, sub-systems, software, hardware, consultancy or other miscellaneous items. 
 
   
 
  CONFIDENTIAL 
MM‐PUR‐001.03.doc/001  Page 5  Version 001 
 
2. Click on Material Management 
2.1. Required User Input 
Click where shown. 
 
2.2. SAP Screen Snap 
 
 
   
 
  CONFIDENTIAL 
MM‐PUR‐001.03.doc/001  Page 6  Version 001 
 
3. Click on Purchasing 
3.1. Required User Input 
Click on "Purchasing". 
 
3.2. SAP Screen Snap 
 
 
   
 
  CONFIDENTIAL 
MM‐PUR‐001.03.doc/001  Page 7  Version 001 
 
4. Click on Purchase Requisition 
4.1. Required User Input 
Click on Purchase Requisition. 
 
4.2. SAP Screen Snap 
 
 
   
 
  CONFIDENTIAL 
MM‐PUR‐001.03.doc/001  Page 8  Version 001 
 
5. Create Purchase Requisition 
5.1. Required User Input 
Double click on “Create”. 
 
5.2. SAP Screen Snap 
 
 
5.3. Description 
  
Double click on "CREATE" to create the Purchase Requisition 
   
 
  CONFIDENTIAL 
MM‐PUR‐001.03.doc/001  Page 9  Version 001 
 
6. Select Purchase Document type 
6.1. Required User Input 
Click on "List Box". 
 
6.2. SAP Screen Snap 
 
 
6.3. 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 
• Admin operating expenditure 
• Billing and computer expenditure 
 
   
 
  CONFIDENTIAL 
MM‐PUR‐001.03.doc/001  Page 10  Version 001 
 
7. Select the Material 
7.1. Required User Input 
Click where shown. 
 
7.2. SAP Screen Snap 
 
 
7.3. Description 
  
Enter the Material code. If you know the Material code, you can type manually or 
You can select from the list. Press F4 key, or click on the highlighted button to call the list. 
 
   
 
  CONFIDENTIAL 
MM‐PUR‐001.03.doc/001  Page 11  Version 001 
 
8. Enter Material No 
8.1. Required User Input 
Enter "41000540" then press Tab. 
 
8.2. SAP Screen Snap 
 
 
8.3. Description 
  
Enter the Material code. If you know the Material code, you can type manually or 
You can select from the list. Press F4 key, or click on the highlighted button to call the list. 
 
 
   
 
  CONFIDENTIAL 
MM‐PUR‐001.03.doc/001  Page 12  Version 001 
 
9. Enter Quantity 
9.1. Required User Input 
Enter "10" then press Tab. 
 
9.2. SAP Screen Snap 
 
 
9.3. Description 
  
Specifies the quantity to be ordered 
   
 
  CONFIDENTIAL 
MM‐PUR‐001.03.doc/001  Page 13  Version 001 
 
10. Enter Plant 
10.1. Required User Input 
Enter "mn01" then press Tab. 
 
10.2. SAP Screen Snap 
 
 
10.3. 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. 
 
   
 
  CONFIDENTIAL 
MM‐PUR‐001.03.doc/001  Page 14  Version 001 
 
11. Enter Purchasing Group 
11.1. Required User Input 
Enter "c" then press "F4". 
 
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. 
   
 
  CONFIDENTIAL 
MM‐PUR‐001.03.doc/001  Page 15  Version 001 
 
12. List selection 
12.1. Required User Input 
Double click where shown. 
 
12.2. SAP Screen Snap 
 
 
12.3. Description 
  
Select the appropriate Purchasing group from the list 
   
 
  CONFIDENTIAL 
MM‐PUR‐001.03.doc/001  Page 16  Version 001 
 
13. Release Strategy for PR 
13.1. Required User Input 
Click where shown. 
 
13.2. SAP Screen Snap 
 
 
13.3. Description 
  
Showing the release strategy on purchase requisition which is defined as per PTCL policy, to precede 
further requisition it’s necessary to release the PR by authorize persons. 
Showing the release strategy details (Release group Z2 which is defined for M&L purchase requisition has 
more then 1000,000 values. Release indicator is showing that presently PR is blocked and it’s requiring 
the release to proceed further. As per policy SM M&L and GM M&L are authorize to release the PR). 
 
   
 
  CONFIDENTIAL 
MM‐PUR‐001.03.doc/001  Page 17  Version 001 
 
14. Save 
14.1. Required User Input 
Click where shown. 
 
14.2. SAP Screen Snap 
 
 
14.3. Description 
  
Click here to save the Purchase requisition.