SAP MM Purchase Document Management
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ScribdTranslationsSAP MM Purchase Document Management
Translated by
ScribdTranslationsSAP IP SYSTEM 4
SAP MM
Creation, modification
and searches for purchase documents
Warehouse material management.
Santa Cruz, October 2017
Page 1 Prepared by Judith N. Antezana Quiroz
SAP IP SYSTEM 4
INDEX Page
Procurement process in SAP MM 4
2. Levels of organization in the procurement process 5
2.1 Society. 5
2.2 Purchasing organization. 5
2.3 Logistics centers. 5
2.4 Purchasing groups. 5
3. Basic aspects of SAP MM 6
3.1 Command field 6
3.2 Favorites. 6
3.3 Additional input options. 6
3.4 Help options. 6
3.5 Personal parameterizations. 7
4. Purchase Management 8
4.1. The purchase requests 8
4.1.1 Parts of the solp: 8
4.1.2 Create. 8
4.1.3 Document type 8
4.1.4 Type of position. 9
4.1.5 Type of allocation. 9
4.1.6 Modify/ View. 10
4.1.7 Release. 10
4.1.8 Printing. 11
[Link] 11
4.2.1 Create. 11
4.2.2 Parts of the order. 11
4.2.3 Document type. 12
4.2.4 Type of position. 13
4.2.5 Type of allocation. 14
4.2.6 Modify/ View. 14
4.2.7 Data that cannot be modified. 14
4.2.8 Where to modify data. 15
4.2.9 Order History 15
4.2.10 Release. 16
4.2.11 Printing. 16
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SAP IP SYSTEM 4
4.3. Service Input Sheet. 17
4.3.1 Liberation. 17
[Link] framework contract. 17
5. Material management. 18
5.1. Class of movement 19
6. Some transactions in SAP MM 20
6.1. MM03 View material 20
6.2. Visualization of technical specifications of the material (List of annexes) 21
6.3. MMBE Stock Overview 21
6.4. CKM3N Material Price Analysis 21
6.5. MM60 Materials Index, 22
6.6. ME5A purchase requisition list 22
6.7. ZPRE report on solp prices 22
6.8. ZSOLP tracking changes in order request status 22
6.9. ZPEN pending orders 22
6.10. ME3L, ME3N contract list 22
6.11. ME2L, ME2N list of purchase or service documents 23
6.12. MB03, MIGO 23
6.13. MB51 Material movement, 23
6.14. MB52 Material stock 24
6.15. MB21 Material reservation, create, modify, cancel, view 24
6.16. Z050 Valued Stock Listing 24
6.17. User identification ZUSR 24
6.18. Layout to visualize the information 25
6.19. Transfer from SAP to Excel 25
6.20. CJ33 Visualization of budget released by PEP element 25
6.21 CJI3 Summary of executed budget 25
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SAP IP SYSTEM 4
1. Procurement process in SAP MM
Determination of needs: a purchase request is created to inform purchasing about the
needs for material or service.
Determination of sourcing source: SAP offers assistance in determining possible
sourcing sources. You can use the sourcing source determination to
create request for quotes and then record the offers. It can also refer to orders,
contracts and conditions that already exist in the system.
Supplier selection: The comparison of prices between the different offers simplifies the selection of
suppliers.
Order processing: As with the purchase request, you can create an order manually.
or allow the system to create it automatically. When creating orders, you can copy data from others
documents (such as purchase orders or offers) to reduce the number of entries
necessary. It also has the option to work with framework contracts.
Order supervision: The status of the order processing can be controlled in the system.
for example, it can determine if a delivery or an invoice has already been received for a position of
order.
Goods entry: When you register incoming deliveries in the system, refer to the order.
partner. This reduces the number of entries that need to be made and allows you to control if the
merchandise and the quantities shipped match the order. The system also updates the
order history.
Invoice verification: when you register invoices, refer to the previous order or delivery to
to verify the calculations and the overall accuracy of the invoice. The availability of the data from the
orders and the entry of goods means that you will be able to know if there are differences in quantity and
price.
Payment management: Debts to suppliers are paid using the payment program. The
The accounting department is responsible for activating this program regularly.
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2. Levels of organization in the procurement process
2.1 Society. There are 2 defined societies. 0709YPFB Andina SA
E709YPFB Andina SA
2.2 Purchasing organization. It is defined BOLI for both societies
2.3 Logistics centers. The centers are defined by society and are:
Society 0709
ANDI CORPORATE THE PEÑA–TUNDY BO35 BO44BELL
BO11 SARA BOOMERANG I BO36 RIO GRANDE BO45GUAIRUY
BO13 SARA BOOMERANG III BO37 Viper BO46ENCONADA
BO14 AMBORO MIRRORS BO38 TO BE DONE BO47COBRA
BO17 THE WILLOWS BO39 SIRARI BO48CAROHUAICHO 8B
BO18 CAMIRI BO40 BOQUERON BO49ORIENTAL
BO30 SAINT ALBERT BO41 PATUJÚ BO50CAROHUAICHO 8C
BO31 SAN ANTONIO BO42PORT PALOS BO51CAROHUAICHO 8D
BO32 MONTEAGUDO BO43PALACIOS
Society E709
RIOG RIO GRANDE
2.4 Buying groups. The buying groups are:
B01 Planning B19 Drilling and Work B36Management and Operations
B02Budget B20Quality SIG B37Reservoirs
B03Gest y Desar TH B21Superin Production B38Geology
B04General Services B22Superin Keep me B40 Environment CSR
B05 Health and Safety B24Engineering of Works B42Operations Produce
B06Purchases and Services B25Ing. Integrated action B43Engineering Studies
[Link] Information B26 Desp Hydrocar B44Insurance
B08Accounting B27Pl. Compr. RGD PMCPM MAINTENANCE
B09 Control Operations and Auditing B28Warehouses PMI Engineering
B10Tax Matters B29Communication PMNPM PRODUCTION
B12Treasurer, Fid and Accounts Receivable B31 Administration TH PMRPM RGD JV
B13Legal Matters B32 General Management PMVVEHICLES
B15Follow Acti in Aso Internal audit
B18 Exploration B35 Certifications
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3. Basic aspects of SAP MM
3.1 Command field.
The SAP system is accessed with a username and password. Depending on the assigned roles, it is
you can access your transactions through the menu tree or by typing the transaction in
the command field.
3.2 Favorites. All users can customize the home screen using Favorites.
You can create your own Favorites list that contains the transactions, the reports, the
files and the web addresses that I use most often.
You can add favorites by either selecting Favorites or by using the mouse to drag.
and drop the items in the Favorites directory.
3.3 Additional input options:
Ends the current transaction
/I erase the current mode
/osu53 opens a new mode and branches to the specified transaction (SM04.)
3.4 Help options:
F1 Help
Input values F4
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3.5 Personal Parametrizations:
It is possible to configure some user-specific parameter options, for example the
visualization of the technical names of the transactions in the menu
This other parametrization allows visualizing the codes in the drop-down lists:
In the previous version, there was a transaction to create, another to modify, and another to
visualize. In the current version 6.0, those transactions can be used but also, there are the
new transactions, which generally end in N, which allow for all the
tasks in the same transaction, using the buttons. Example in ME52N:
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4. Purchasing Management
4.1. The order request forms are internal documents through which you request the area
Shopping to acquire a certain amount of a material or service in a
specific date. A purchase order can be created directly or indirectly.
"Direct" means that a purchase order request has been created manually in the area that
made the request. The person who creates the purchase order specifies what material or service
the quantity and date are requested.
"Indirect" means that the order request from another SAP module is created
automatically. Purchase requests can be created automatically as indicated.
next:
in needs planning
with maintenance orders
with manufacturing orders
4.1.1 Parts of the solp:
4.1.2 Create. To create use the transaction ME51N, ME52N or ME53N using the button
4.1.3 Document class NB, RV, ZAE and ZMN
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NB. A purchase, whether of material or service, one single purchase. Example: purchase of 1
projector
RV. Request for a contract for several similar purchases. Example: contract with a hardware store.
ZAE. Request for external consultancy.
ZMN. Request automatically generated from the PM module.
4.1.4 Type of position ' ' and D
materials, for any type of document.
"D" services, for any type of document. When the type of position is service, it...
enables an additional tab in the position summary where it can be detailed
service and in case of imputation each line can have different imputation data:
4.1.5 Type of imputation ' ', 9, F, K, P, and U. It is defined by position.
stock materials, for any type of document. When the material enters stock,
In that case, no entry is recorded, the system will assign the corresponding PEP according to its
valuation class be IA-… or GA-…
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"9" Investment project, in this case a tab is enabled in the position details for the
imputation data and will require the registration of an account and PEP. If it is an investment account
the accounts to be used will be 9XXXXXXXXXX.
F Order expense, the purchase orders generated automatically from an order
of PM are generated with this type of charge and take the order as a cost object in their
allocation tab.
"K" Cost center expense, in this case a tab is enabled in the position details for the
imputation data and will require the registration of an account and cost center.
In this case, a tab is enabled in the position details for the project expense.
imputation data and will require the registration of an account and PEP. If it is an expense, the accounts will be
6XXXXXXXXX.
"U"Unknown, in this case the allocation tab does not appear in the position details.
4.1.6 Modify/View. It is possible to modify some data of the solpe, as long as
Do not have a document generated from it (order or framework contract). Is it possible?
modify either in transaction ME52N or ME53N by clicking on the button This button
allows switching between the option to modify and view. That is, if it is in the option to
visualization and pressing this button switches to the visualization option and vice versa.
4.1.7 Release. The release is performed by position:
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Printing. The order request is not printed.
4.2. Order (Purchase or Service Order) An order is a formal request or instruction that
make a purchasing organization to a supplier or a center to supply or
to provide a specific quantity of goods or services during or in a period of
concrete time.
4.2.1 Create. To create, use transaction ME21N, ME22N, or ME23N using the button. .
An order can be generated manually or it can be generated from a request for
order (NB, ZNBI, ZMN) or it can be generated with reference to a contract (ZBOL).
4.2.2 Parts of the order:
An order consists of a document header, a number of positions, and the details of
their positions.
The information that appears in the header is related to the entire order. For example,
The payment and delivery conditions are defined in the header.
The position summary shows the positions.
The tabs at the bottom refer to the position that it has on the
selection combo.
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4.2.3 Type of document NB, ZBOL, ZMN and ZNBI
NB. With reference to a solpe NB.
ZBOL. With reference to the contract.
To create an order referencing a contract, it can be done in several ways.
It is possible to record the contract number and position in the position summary.
the system automatically assigns all data related to this contract in
all possible fields of the order:
b) On the other hand, it is possible to use the Document Summary panel to search for the contract.
and then drag the item to the cart:
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ZMN. These are the service orders generated from PM.
ZNBI. To differentiate imports purchases.
In the positions, as well as in the solp, some data is defined or generated from the
positions of the solp or with reference to the positions of contracts according to the class of
document.
4.2.4 Type of position " " and D
materials, for any kind of document.
"D" services, for any type of document.
For the case of the service position, an additional tab called appears in its details.
Services, it is possible to break down the service to be purchased:
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4.2.5 Type of input " ", 9, F, K, P, and U. It is defined by position.
Stock materials, for any type of document. When the material enters stock,
en ese caso no se registra imputación, el sistema asignará el PEP correspondiente según su
valuation class is IA-… or GA-…
"9" Investment project, in this case a tab is enabled in the position detail for the
imputation data and will require the registration of an account and PEP. If it is an investment, the accounts
The accounts to be used will be 9XXXXXXXXXX.
F Order expense, the purchase orders generated automatically from an order
PM is generated with this type of input and takes the order as a cost object in its
allocation tab.
"K" Cost center expense, in this case a tab is enabled in the position details for the
imputation data and will require the registration of an account and Cost Center.
Project expense, in this case a tab is enabled in the position detail for the
imputation data and will require the registration of an account and PEP. If it is an expense, the accounts will be
6XXXXXXXXX.
Unknown, in this case the allocation tab does not appear in the position detail.
4.2.6 Modify/ View. Just like in the Solp, it is possible to modify some data of the
order (purchase order or service), as long as it does not have a document generated
starting from him, (entry to the warehouse or service entry sheet). It is possible to modify either in
the transaction ME22N ME23N by clicking the button This button allows you to toggle
between the option to modify and view. That is to say, if it is in view mode and you press
this button switches to the display option and vice versa.
4.2.7 Data that cannot be modified:
Imputation. Once imputation is assigned to a service, the system does not allow modifying the type.
of allocation. Yes, it allows modifying the allocation data, that is, the account and the PEP.
Position Type. If it is a service, it can no longer be modified.
Center. In case the position is for service, it is no longer possible to modify.
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4.2.8 Where to modify data.
Currency. In the order, it is possible to modify the currency in the header tab.
Delivery/Invoice.
Price. In case of material in the Conditions tab in the position details and in the case of
Services should be changed in the Services tab, in the Gross Price column.
Imputation data. In the Imputation tab in the position detail and in the case of
Services must be changed in the Services tab, selecting the line and then the button that
it is at the bottom .
Tax condition. If you wish to modify any tax indicator, you must
modify either in the header and it will affect the entire document in the Conditions tab or
in the positions that are needed in the Position Detail tabs
4.2.9 Order history. When an order item has been received in the warehouse if it were
material and service entry sheet if it were services, a tab appears in the details of
position showing these documents:
In this case, the position is a service, so the Activ. Service Entry appears. Upon doing
Double click on the document number to view it. When the input sheet
of services is released appears also in this section the document EM. In Activ. Reception
The invoices received for that position are displayed in the invoice. All this information is for
position and not by complete document.
In this case, the entry of goods is displayed. Similarly, if there was an invoice.
a section would appear to view the documents.
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4.2.10 Release. The release is done by document, that is, at the header level:
It can have different levels of release.
4.2.11 Printing. The release of the document is a prerequisite for printing.
request. Another prerequisite is that there must be a created message that has not been edited:
ME9F
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4.3. Service entry sheet. It is the document that is recorded with reference to the order regarding
the service provided or received. It accounts for the expense or investment of a service and at the same time
Time enables the receipt of the invoice, once it has been released in the SAP system.
4.3.1 Release. The release is also carried out in the same way as the order by document, it is
say at header level:
It can have different levels of release.
[Link] framework contract. A framework contract is a commitment made with a
mutual agreement provider for the provision of materials or services for an amount or
agreed period. The transaction to view contract ME33K
To view the available amount in the contract:
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Orders are made with reference to each position of the contract:
However, the system will allow creating orders with reference to a single position.
5. Materials Management.
The movement of goods is recorded through transaction MIGO.
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This transaction allows for several activities on the materials, among the most common
the income, transfers, and exits, as well as viewing and canceling documents of
materials.
5.1 Class of movement. Each movement of material has a class of movement:
The most used:
101 Goods receipt of order to warehouse
201 Warehouse consumption for cost center
221 Warehouse consumption for project
261 Warehouse consumption for order
301 Transfer from center to center in one step
309 Transfer of material to material
311 Warehouse relocation in one step
Cancellations usually have a numbering +1:
102 Cancellation: Entry of ordered goods to warehouse
202 Cancellation: Warehouse consumption for cost center
222 Cancellation: Warehouse consumption for project
262 Cancellation: Warehouse consumption for order
302 Cancellation: Transfer from center to center in one step
310 Cancellation: Transfer of material to material
312 Warehouse transfer in one step - Cancellation
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6. Some transactions in SAP MM
6.1 MM03 View material
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6.2 Visualization of technical specifications of the material (List of annexes)
6.3 MMBE Stock Summary
6.4 CKM3N Material price analysis
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6.5 MM60 Material Index
6.6ME5A purchase order request list
According to search criteria
6.7 ZPRE report of solp prices
6.8 ZSOLP tracking of order request status changes
6.9 Pending orders ZPEN
6.10 ME3L, ME3N list of contracts
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6.11 ME2L, ME2N lists of purchase or service documents
6.12 MB03, MIGO
6.13 MB51 Material movement
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6.14 MB52 Material Stock
6.15 MB21 Material reservation, create, modify, cancel, view
6.16 Z050 Valued Stock List
6.17 User identification ZUSR
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