Preview Original paying document published on : http://expertplug.com/materials/training/sap-purchase-order-configuration You can find many more SAP training material on www.ExpertPlug.com. (you can download the preview there) ExpertPlug is an SAP marketplace for training materials and an online community of experts. We offer a simple way for the global SAP workforce, consulting companies and industry to market their skills and find quality information. As an SAP Expert, you can also market your SAP skills and make extra cash by publishing SAP documents on www.ExpertPlug.com.

1. Purchase Order
Configuration
SAP MM
Training Document

2. SAP MM Training Document - Purchase Order Configuration
TABLE OF CONTENTS
TABLE OF SYMBOLS -3-
TYPOGRAPHY -3-
TRANSACTIONS USED -4-
OVERVIEW -5-
REQUIREMENTS -6-
CONFIGURATION -6-
MASTER DATA -6-
ROLES -6-
GLOSSARY -7-
COURSE MATERIALS -8-
1. PURCHASE ORDER CONFIGURATION -8-
1.1. DEFINE NUMBER RANGES -8-
1.2. DEFINE DOCUMENT TYPES - 10 -
1.2.1. ALLOWED ITEM CATEGORIES - 12 -
1.2.2. LINK PURCHASE REQUISITION - 13 -
1.3. SET TOLERANCE LIMITS FOR PRICE VARIANCE - 14 -
1.4. SET UP STOCK TRANSPORT ORDER - 17 -
1.4.1. DEFINE SHIPPING DATA FOR PLANTS - 17 -
1.4.2. CREATE CHECKING RULE - 20 -
1.4.3. DEFINE CHECKING RULE - 23 -
1.4.4. ASSIGN DELIVERY TYPE AND CHECKING RULE - 26 -
1.5. SET UP AUTHORIZATION CHECK FOR G/L ACCOUNTS - 27 -
1.6. INVOICING PLAN - 29 -
1.6.1. INVOICING PLAN TYPES - 30 -
1.6.1.1. MAINTAIN PERIODIC INVOICING PLAN TYPES - 30 -
1.6.1.2. MAINTAIN PARTIAL INVOICING PLAN TYPES - 33 -
1.6.2. MAINTAIN DATE IDS - 36 -
1.6.3. DATE CATEGORIES - 37 -
1.6.3.1. MAINTAIN DATE CATEGORY FOR INVOICING PLAN TYPE - 38 -
1.6.3.2. DEFINE DEFAULT DATE CATEGORY FOR INVOICING PLAN TYPE - 40 -
1.6.4. DEFINE RULES FOR DATE DETERMINATION - 42 -
1.6.5. DEFINE INVOICE BLOCK - 44 -
-2-

3. SAP MM Training Document - Purchase Order Configuration
TABLE OF SYMBOLS
Icon Meaning
Path to find transaction in SAP Menu/SAP Customizing
th
Note
Example input data
Prerequisites, configuration, master data or roles needed before working on a
configuration
transaction
TYPOGRAPHY
Icon Meaning
Example text Words or characters that appear on screen. It includes screen names, field texts,
button names, menu names and options.
names
Ex am pl e te x t Words or phrases that the user will type when required.
-3-

4. SAP MM Training Document - Purchase Order Configuration
TRANSACTIONS USED
Transaction Name
OM1R Maintain periodic invoicing plan types
OM2R Maintain partial invoicing plan types
OM3R Maintain date ids
OM4R Maintain date category for invoicing plan type
OM5R Define default date category for invoicing plan type
OM6R Maintain date proposal for partial invoicing plans
OM7R Define rules for date determination
OMRP Set up authorization check for g/l accounts
OM8R Define invoice block
S_ALR_87002146 Define number ranges
S_ALR_87002189 Define shipping data for plants
S_ALR_87002192 Create checking rule
S_ALR_87002196 Set tolerance limits for price variance
S_ALR_87002197 Define document types
S_ALR_87100962 Define checking rule
S_ALR_87100965 Assign delivery type and checking rule
-4-

5. SAP MM Training Document - Purchase Order Configuration
OVERVIEW
Purchase orders are used by companies to request a vendor or a supply plant to
provide materials or services at a certain point in time and at a certain price. Purchase
orders start the purchasing process and ends with the receipt of the inventory in the
company.
Throughout this document, users will be able to create different document types of
purchase orders with their own characteristics, including limits of price variants, how
these documents will be linked with purchase requisitions and how invoices will be
created for repetitive purchasing orders.
-5-

6. SAP MM Training Document - Purchase Order Configuration
REQUIREMENTS
CONFIGURATION
Program name Location
Create sales and SAP Menu > Logistics > Master data > Business partner > Customer > Create
distribution customer > Sales and distribution
Define delivery types SPRO > Logistics execution > Shipping > Deliveries > Define delivery types
MASTER DATA
Data Type Use in
0001 Plant Define shipping data for plants
0001 Sales organization Define shipping data for plants
01 Distribution channel Define shipping data for plants
02 Division Define shipping data for plants
501000 Customer number Define shipping data for plants
FR Language key Define shipping data for plants
FR01 Company code Set tolerance limits for price variance
LF Delivery type Assign delivery type and checking rule
NB Purchase requisition document type Link purchase requisition
NBF Field selection key Define document types
SAP Update group statistics Define document types
ROLES
Business Role Technical Name Function
- - -
-6-

7. SAP MM Training Document - Purchase Order Configuration
GLOSSARY
Checking rule Examination that revise the availability of a material in a plant for stock
transport requisitions.
Date category Settings that control functions for invoicing plans such as calculation
rules and invoice creation blocking.
Date determination Rules created to establish invoice date creation based on an initial
date and how often do these invoices must be created.
Document type Identifier allowing differentiation between various purchase order
documents.
Invoicing plan Listing of dates on which invoices for purchase order items covering
material or services are to be entered and subsequently paid.
Item category Group that determines how the material will be defined in a purchase
requisition and purchase order. Definition can be such as material number requirement,
account assignment requirement, stock item management, and if goods receipt or
invoice receipt are needed.
Purchase order Formal request from a purchasing organization to a vendor or plant to
supply or provide a certain quantity of goods or services at a certain point of time.
Purchase requisition Requests for purchasing a certain quantity of materials or
services so that it is available at a certain time.
Purchasing process Company's process which consists of the creation of a purchase
order up until the goods receipt of the inventory into the company.
Stock transport order Purchase orders used to request materials transfer between
plants of the same company or different companies.
-7-

8. SAP MM Training Document - Purchase Order Configuration
COURSE MATERIALS
1. PURCHASE ORDER CONFIGURATION
1.1. DEFINE NUMBER RANGES
To define a purchase order's number ranges, follow the path given below:
SPRO > Materials management > Purchasing > Purchase
management
Menu Path
order > Define number ranges
Transaction S_ALR_87002146
Fig. 1 - Menu path for transaction S_ALR_87002146.
-8-

9. SAP MM Training Document - Purchase Order Configuration
The screen shown in Fig. 2 will appear with three options: View intervals, Change
status, Change intervals. To maintain number ranges, click on Change intervals
.
Fig. 2 - Initial screen of transaction S_ALR_87002146.
A new screen, as shown in Fig. 3, will appear with a list of number range intervals
defined. Many intervals can be added for these documents. The table shows the limits
of an interval and, if it is in use, the current number that is being used up to that
moment.
Fig. 3 - Manage intervals for Purchase Orders.
To add a new interval, click on Interval and a pop-up window will appear
requesting the interval's limits and current number.
-9-

10. SAP MM Training Document - Purchase Order Configuration
Insert the following information and press Insert . Click Save to confirm changes.
No. 02
From number 20000000
To number 30000000
Current number 0
To modify a number range, select the interval needed and change its From number and
To number as needed.
To delete intervals, select the needed ranges at the left side of the table and click .
In both cases, click Save to confirm changes and a confirmation message will
appear .
Note Number ranges' lower limits can only be modified during initial
entry or as long as it has not been used.
Entries can only be deleted when ranges have not been used
(Current number is initial).
Current
1.2. DEFINE DOCUMENT TYPES
This transaction will allow the user to create different types of purchase order
documents, with its corresponding item intervals, follow-on documents, number range
follow on
intervals and screen selection.
To manage document types, follow the path given below:
SPRO > Materials management > Purchasing > Purchase
Menu Path
order > Define document types
Transaction S_ALR_87002197
- 10 -

11. Preview Original paying document published on :
http://expertplug.com/materials/training/sap-purchase-order-configuration
You can find many more full SAP training material on www.ExpertPlug.com and SAP jobs.
ExpertPlug is an SAP marketplace for training materials and an online community of experts. We
offer a simple way for the global SAP workforce, consulting companies and industry to market their
skills and find quality information.
As an SAP Expert, you can also market your SAP skills and make extra cash by publishing SAP
documents on www.ExpertPlug.com.