S4520

Purchasing in SAP S/4HANA

.
.
EXERCISES AND SOLUTIONS
.
Course Version: 26
Exercise Duration: 14 Hours 45 Minutes
Material Number: 50166359
SAP Copyrights, Trademarks and Disclaimers

© 2024 SAP SE or an SAP affiliate company. All rights reserved.

No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of
SAP SE or an SAP affiliate company.
SAP and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered
trademarks of SAP SE (or an SAP affiliate company) in Germany and other countries. Please see https://www.sap.com/
corporate/en/legal/copyright.html for additional trademark information and notices.
Some software products marketed by SAP SE and its distributors contain proprietary software components of other software
vendors.
National product specifications may vary.
These materials may have been machine translated and may contain grammatical errors or inaccuracies.
These materials are provided by SAP SE or an SAP affiliate company for informational purposes only, without representation or
warranty of any kind, and SAP SE or its affiliated companies shall not be liable for errors or omissions with respect to the materials.
The only warranties for SAP SE or SAP affiliate company products and services are those that are set forth in the express warranty
statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional
warranty.
In particular, SAP SE or its affiliated companies have no obligation to pursue any course of business outlined in this document or
any related presentation, or to develop or release any functionality mentioned therein. This document, or any related presentation,
and SAP SE’s or its affiliated companies’ strategy and possible future developments, products, and/or platform directions and
functionality are all subject to change and may be changed by SAP SE or its affiliated companies at any time for any reason without
notice. The information in this document is not a commitment, promise, or legal obligation to deliver any material, code, or
functionality. All forward-looking statements are subject to various risks and uncertainties that could cause actual results to differ
materially from expectations. Readers are cautioned not to place undue reliance on these forward-looking statements, which
speak only as of their dates, and they should not be relied upon in making purchasing decisions.
Typographic Conventions

American English is the standard used in this handbook.

The following typographic conventions are also used.

This information is displayed in the instructor’s presentation

Demonstration

Procedure

Warning or Caution

Hint

Related or Additional Information

Facilitated Discussion

User interface control Example text

Window title Example text

© Copyright. All rights reserved. iii

Contents

Unit 1: Master Data in Purchasing

1 Exercise 1: Extend and Create Material Master Records

6 Exercise 2: Analyze Customizing Settings for Material Types
9 Exercise 3: Create Business Partners
12 Exercise 4: Extend and Test a Business Partner
17 Exercise 5: Check Partner Settings
23 Exercise 6: Optional: Set Up Messages for Partners

Unit 2: Sources of Supply and Conditions

28 Exercise 7: Examine Condition Types and Calculation Schemas

33 Exercise 8: Create a Purchasing Info Record
36 Exercise 9: Create Texts in Info Records
42 Exercise 10: Create an Info Record for Material Group
48 Exercise 11: Perform Price Changes
50 Exercise 12: Create a Centrally Agreed Contract and Issue Release
Orders
56 Exercise 13: Define a Contract for Material Groups as a Value
Contract
62 Exercise 14: Create a Scheduling Agreement Without Release
Documentation
67 Exercise 15: Create a Scheduling Agreement with Release
Documentation

Unit 3: Source Determination

75 Exercise 16: Create Purchase Requisition with Source Determination

- No Source List Available
80 Exercise 17: Create Purchase Requisition with Source Determination
- Source List Available
83 Exercise 18: Test Source Determination Using Source Lists During
the Planning Run
88 Exercise 19: Test Source Determination with Quota Arrangements
93 Exercise 20: Test Source Determination with Quota Arrangements
in the Planning Run
96 Exercise 21: Test Stock Transfer with Quota Arrangements
99 Exercise 22: Test Source Determination
104 Exercise 23: Block Sources of Supply
107 Exercise 24: Optional: Create Purchase Requisitions with Catalog

© Copyright. All rights reserved. iv

 Unit 4: Purchasing Optimization

111 Exercise 25: Assign and Process Purchase Requisitions

114 Exercise 26: Process Assigned Purchase Requisitions
118 Exercise 27: Create Purchase Orders Automatically
123 Exercise 28: Perform Order Monitoring
129 Exercise 29: Set Up and Test a Situation Handling Use Case

Unit 5: Document Release Procedures

139 Exercise 30: Release Purchase Requisition

144 Exercise 31: Create and Release Purchase Order
148 Exercise 32: Check Settings for Release Procedures
151 Exercise 33: Create a New Release Procedure
155 Exercise 34: Set Up Flexible Workflows for Purchase Orders

Unit 6: Specific Procurement Processes

158 Exercise 35: Process an Invoicing Plan

166 Exercise 36: Process a Blanket Purchase Order
172 Exercise 37: Execute Subcontracting
180 Exercise 38: Optional: Create and Convert Purchase Requisitions for
Special Cases

Unit 7: Selected Additional Customizing Topics

187 Exercise 39: Create a New Document Type

189 Exercise 40: Define Field Selection and Check Settings
194 Exercise 41: Manage System Messages
197 Exercise 42: Apply the EVO User Parameter
199 Exercise 43: Apply the EFB User Parameter

Unit 8: Supplier Evaluation

204 Exercise 44: Use KPIs in SAP HANA-Based Supplier Evaluation

Unit 9: Additional Information - No Course Content

209 Exercise 45: Perform a Supplier Evaluation

216 Exercise 46: Execute Additional Processes in Supplier Evaluation
219 Exercise 47: Optional: Purchase with MPNs

© Copyright. All rights reserved. v

© Copyright. All rights reserved. vi
 Unit 1
Exercise 1
Extend and Create Material Master Records

Business Example
You are responsible for maintaining the purchasing material master data. Therefore, you
regularly check whether new materials have been created in the system for which the
purchasing data is still missing. For this reason, you must know how to extend materials and
display the materials list.

Note:
To perform this exercise, use the SAP Fiori launchpad.
Always replace the characters ## with the number assigned to you.

Note:
To open the SAP Fiori launchpad, choose the S4HANA T41 Fiori Launchpad entry
from the Microsoft Windows apps menu.
Don't choose the “Fiori Launchpad” entry from the Microsoft Windows apps
menu.

1. Check whether the purchasing views for material B520-1## have been maintained in
plants 1010 and 1020, and whether the purchase order text at the client level has been
maintained. If the views and order text are not maintained, maintain the data. Use the
Extend Material View(s) functionality for the maintenance, and check the material for
maintenance status E (purchasing). Use the following data:
Field Value
Purchasing group (in both plants) Z##

Purchase order text Minimum number of loading cycles:

800

Note:
You can also perform this step directly in the back-end system.

2. Maintain the purchasing data for material B520-0## in plants 1010 and 1020. Use the
following data:
Field Value
Purchasing group (in both plants) Z##

© Copyright. All rights reserved. 1

Unit 1: Master Data in Purchasing

3. Optional step: Create a material master record for a Lean Service. The material number
for the new service is S-1##, the description Consulting (days) S1##. Copy the data from
the existing service S-001. Use the SAP Fiori app Manage Product Master Data for this
step.

© Copyright. All rights reserved. 2

 Unit 1
Solution 1
Extend and Create Material Master Records

Business Example
You are responsible for maintaining the purchasing material master data. Therefore, you
regularly check whether new materials have been created in the system for which the
purchasing data is still missing. For this reason, you must know how to extend materials and
display the materials list.

Note:
To perform this exercise, use the SAP Fiori launchpad.
Always replace the characters ## with the number assigned to you.

Note:
To open the SAP Fiori launchpad, choose the S4HANA T41 Fiori Launchpad entry
from the Microsoft Windows apps menu.
Don't choose the “Fiori Launchpad” entry from the Microsoft Windows apps
menu.

1. Check whether the purchasing views for material B520-1## have been maintained in
plants 1010 and 1020, and whether the purchase order text at the client level has been
maintained. If the views and order text are not maintained, maintain the data. Use the
Extend Material View(s) functionality for the maintenance, and check the material for
maintenance status E (purchasing). Use the following data:
Field Value
Purchasing group (in both plants) Z##

Purchase order text Minimum number of loading cycles:

800

Note:
You can also perform this step directly in the back-end system.

a) On the SAP Fiori launchpad, start the Extend Material View(s) – MM50 app from the
Material Master tile group.
OR

© Copyright. All rights reserved. 3

Unit 1: Master Data in Purchasing

In the back-end system, on the SAP Easy Access screen, choose Logistics → Materials
Management → Material Master → Other → Extend Material View(s) (MM50).

b) Enter maintenance status E, plants 1010 to 1020, and material B520-1##.

c) Choose Execute.
Result
Two rows are displayed, one for plant 1010 and one for plant 1020.

d) Select the first row and choose the Maintain materials button.
Result
The Purchasing tab page is displayed for material B520-1## in plant 1010.

e) Enter purchasing group Z##.

f) Choose the Purchase order text tab page. Enter the text Minimum number of
loading cycles: 800 and save your material data.
Result
This brings you back to the overview of the extendable materials.

g) Select the second row and choose the Maintain materials button.
Result
The Purchasing tab page is displayed for material B520-1## in plant 1020.

h) Enter purchasing group Z## and save your material data.

2. Maintain the purchasing data for material B520-0## in plants 1010 and 1020. Use the
following data:
Field Value
Purchasing group (in both plants) Z##

a) On the SAP Fiori launchpad, start the Extend Material View(s) – MM50 app from the
Material Master tile group.
OR
In the back-end system, on the SAP Easy Access screen, choose Logistics → Materials
Management → Material Master → Other → Extend Material View(s) (MM50).

b) Enter maintenance status E, plants 1010 to 1020, and material B520–0##.

c) Choose Execute.
Result
Two rows are displayed, one for plant 1010 and one for plant 1020.

d) Select both rows and choose the Maintain materials button.

Result
The Purchasing tab page is displayed for material B520-0## in plant 1010.

e) Enter purchasing group Z## and save your material data.

Result
The Purchasing tab page is displayed for material B520-0## in plant 1020.

© Copyright. All rights reserved. 4

 Solution 1: Extend and Create Material Master Records

f) Enter purchasing group Z## and save your material data.

Result
This brings you back to the overview of the extendable materials again.

g) Exit the function.

3. Optional step: Create a material master record for a Lean Service. The material number
for the new service is S-1##, the description Consulting (days) S1##. Copy the data from
the existing service S-001. Use the SAP Fiori app Manage Product Master Data for this
step.
a) On the SAP Fiori launchpad, start the Manage Product Master Data app from the
Material Master tile group.

b) Enter product S-001 and choose Go.

c) Select product S-001 and choose Copy.

d) Confirm the window with the organizational data information with OK.

e) Enter S-1## as Product Number, Consulting (days) S1## as Description and

choose OK.

f) As you don’t want to change anything, choose Create.

g) If you receive a warning regarding duplicate data, choose Save again.

© Copyright. All rights reserved. 5

 Unit 1
Exercise 2
Analyze Customizing Settings for Material
Types

Business Example
You are responsible for maintaining the purchasing data in material master records. For this
reason, you must know how to check the Customizing settings for material types.
Analyze Customizing settings for material types.

Note:
To perform this task, use the back-end system.
Always replace the characters ## with the number assigned to you.

1. Find out the material type of material B520-2##.

Material type: ____________________

2. Analyze the settings for the material types ROH (Raw materials), NLAG (Non-stock
material), and SERV (Services) in Customizing.
What are the settings for the quantity and value updating for materials of material types
ROH and NLAG in the plants (Val. areas) 1010 and 1020?
What is the product type group of material type SERV?

© Copyright. All rights reserved. 6

 Unit 1
Solution 2
Analyze Customizing Settings for Material
Types

Business Example
You are responsible for maintaining the purchasing data in material master records. For this
reason, you must know how to check the Customizing settings for material types.
Analyze Customizing settings for material types.

Note:
To perform this task, use the back-end system.
Always replace the characters ## with the number assigned to you.

1. Find out the material type of material B520-2##.

Material type: ____________________
a) On the SAP Easy Access screen, choose Logistics → Materials Management →
Material Master → Material → Display → Display Current (MM03).

b) Enter material B520-2## and press Enter.

c) Select the Basic Data 1 view and press Enter.

d) Choose the Information on material button.

Result
The material type is NLAG (Non-stock materials).

2. Analyze the settings for the material types ROH (Raw materials), NLAG (Non-stock
material), and SERV (Services) in Customizing.
What are the settings for the quantity and value updating for materials of material types
ROH and NLAG in the plants (Val. areas) 1010 and 1020?
What is the product type group of material type SERV?
a) On the SAP Easy Access screen, enter transaction code SPRO in the Command field,
press Enter, and choose SAP Reference IMG.

b) Choose Logistics - General → Material Master → Basic Settings → Material Types

→ Define Attributes of Material Types.

c) Select the ROH (Raw materials) material type. In the Dialog Structure pane, double-
click (Quantity/value updating).
Note that the quantity and value updating is active for material type ROH in both plants
(Val. areas).

© Copyright. All rights reserved. 7

Unit 1: Master Data in Purchasing

d) Return to the overview.

e) Select material type NLAG (Non-stock material). In the Dialog Structure pane, double-
click (Quantity/value updating).
Note that the quantity and value updating is not active for material type NLAG in both
plants (Val. areas).

f) Return to the overview.

g) Select material type SERV (Services) and choose Details.

Note that material type SERV has product type group 2 (Service).

h) Exit the function without changing the settings.

© Copyright. All rights reserved. 8

 Unit 1
Exercise 3
Create Business Partners

Business Example
For suppliers where you want to place purchase orders on a regular basis, you want to
maintain the data relevant for purchasing in a supplier master record. Therefore, you need to
know how to create supplier master records from a purchasing perspective.
Create purchasing data for a supplier. The general data and accounting data have already
been maintained.

Note:
To perform this exercise, use the SAP Fiori launchpad.
Always replace the characters ## with the number assigned to you.

1. Create the purchasing data for supplier S520-0## for purchasing organization 101C with
the Manage Supplier Master Data app. Use the following data:
Field Value
Role FLVN01 (Business Partner Supplier)

Purchasing Organization 101C

Purchasing Group Z##

Planned Delivery Time 5

Order Currency EUR

Minimum Order Value 100

Payment Terms 0002

Incoterms FH (Free house)

Automatic Purchasing Order Select the checkbox

2. Assign supplier S520-0## to the Electric purchasing category. Use the Manage
Purchasing Categories app for this.

© Copyright. All rights reserved. 9

 Unit 1
Solution 3
Create Business Partners

Business Example
For suppliers where you want to place purchase orders on a regular basis, you want to
maintain the data relevant for purchasing in a supplier master record. Therefore, you need to
know how to create supplier master records from a purchasing perspective.
Create purchasing data for a supplier. The general data and accounting data have already
been maintained.

Note:
To perform this exercise, use the SAP Fiori launchpad.
Always replace the characters ## with the number assigned to you.

1. Create the purchasing data for supplier S520-0## for purchasing organization 101C with
the Manage Supplier Master Data app. Use the following data:
Field Value
Role FLVN01 (Business Partner Supplier)

Purchasing Organization 101C

Purchasing Group Z##

Planned Delivery Time 5

Order Currency EUR

Minimum Order Value 100

Payment Terms 0002

Incoterms FH (Free house)

Automatic Purchasing Order Select the checkbox

a) On the SAP Fiori launchpad, start the Manage Supplier Master Data app from the
Supplier and BP tile group.

b) Enter S520-0## in the Business Partner field and choose Go.

c) In the row for business partner S520-0##, choose the arrow on the right side.

d) Choose Edit.

e) In the Roles area, choose Create and enter role FLVN01.

© Copyright. All rights reserved. 10

 Solution 3: Create Business Partners

f) In the Purchasing Organizations area, choose Create.

g) Enter the data from the table, then choose Apply and then Save.

2. Assign supplier S520-0## to the Electric purchasing category. Use the Manage
Purchasing Categories app for this.
a) On the SAP Fiori launchpad, start the Manage Purchasing Categories app from the
Classification and Segmentation tile group.

b) Choose Go.

c) Select purchasing category Electric and choose Edit.

d) In the Suppliers section, choose Add Supplier. (If necessary, expand the Suppliers
section for this).

e) Enter supplier ID S520-0## and choose Go.

f) Select S520-0## in the search result and choose OK.

g) Choose Save and close the app.

© Copyright. All rights reserved. 11

 Unit 1
Exercise 4
Extend and Test a Business Partner

Business Example
You have already created the purchasing data for business partner S520-0## and purchasing
organization 101C. As the central purchasing department wants to create central price
agreements in the form of contracts with this business partner, you create the purchasing
data for the central purchasing organization C100, too.

Note:
This exercise uses data to be created in the previous exercises from unit 1. Make
sure that you have completed all relevant exercises.
To perform this exercise, use the SAP Fiori launchpad.
Always replace the characters ## with the number assigned to you.

1. Create the purchasing data for business partner S520-0## and purchasing organization
C100 by copying the data from purchasing organization 101C.

2. Check the minimum order value for the supplier S520-0##. To do this, create a purchase
order for this supplier with the following data using the Manage Purchase Orders app.
Field Value
Purchasing Organization 101C

Purchasing Group Z##

Company Code 1010

Material A500-##

Order Quantity 1

Net Order Price 51

Plant 1010

Which messages are displayed?

_________________________________________________________________
Terminate the application without saving.

3. Optional: Business partner S520-0## has different payment terms for some materials.
You decide to create a supplier sub-range for these materials and maintain alternative
data. To perform this task, use the Maintain Business Partner app.
In the general data for the business partner, first check whether sub-ranges and plant-
specific purchasing data can be maintained. If not, allow these data.

© Copyright. All rights reserved. 12

 Exercise 4: Extend and Test a Business Partner

Then create for purchasing organization 101C a supplier sub-range SR## and define 0001
as payment terms for this sub-range.

© Copyright. All rights reserved. 13

 Unit 1
Solution 4
Extend and Test a Business Partner

Business Example
You have already created the purchasing data for business partner S520-0## and purchasing
organization 101C. As the central purchasing department wants to create central price
agreements in the form of contracts with this business partner, you create the purchasing
data for the central purchasing organization C100, too.

Note:
This exercise uses data to be created in the previous exercises from unit 1. Make
sure that you have completed all relevant exercises.
To perform this exercise, use the SAP Fiori launchpad.
Always replace the characters ## with the number assigned to you.

1. Create the purchasing data for business partner S520-0## and purchasing organization
C100 by copying the data from purchasing organization 101C.
a) On the SAP Fiori launchpad, start the Manage Supplier Master Data app from the
Supplier and BP tile group.

b) Enter business partner S520–0## and choose Go.

c) Select your supplier and click on the arrow on the right side.

d) Choose Edit.

e) In the Purchasing Organizations area, select the entry for purchasing organization 101C
and choose Copy.

f) Enter purchasing organization C100 and choose Apply.

g) Choose Save.

2. Check the minimum order value for the supplier S520-0##. To do this, create a purchase
order for this supplier with the following data using the Manage Purchase Orders app.
Field Value
Purchasing Organization 101C

Purchasing Group Z##

Company Code 1010

Material A500-##

Order Quantity 1

Net Order Price 51

© Copyright. All rights reserved. 14

 Solution 4: Extend and Test a Business Partner

Field Value
Plant 1010

Which messages are displayed?

_________________________________________________________________
Terminate the application without saving.
a) On the SAP Fiori launchpad, choose the Manage Purchase Orders app from the
Purchase Order Processing tile group.

b) Choose Create.

c) Enter S520-0## in the Supplier field.

After you have entered the supplier number, a list with two entries for this supplier is
displayed. Select the entry for the purchasing organization 101C from this list.
The purchasing group and company code should then be filled automatically in the
Basic Data.

d) Choose the Items tab page.

e) In the Items section, choose Create, enter the following data and press Enter.
Field Value
Material A500–##

Plant 1010

Order Quantity 1

Net Order Price 51

f) To display the messages, choose (Messages) at the bottom left of the screen.
Result
One of the warning messages issued by the system is: Order value 49,00 EUR
below minimum order value.

Hint:
To prevent a purchase order from being saved if the minimum order value
is not reached, you can set this message as an error message in the
Customizing settings.

g) To exit the app without saving the purchase order, choose Discard Draft and then
Discard.

3. Optional: Business partner S520-0## has different payment terms for some materials.
You decide to create a supplier sub-range for these materials and maintain alternative
data. To perform this task, use the Maintain Business Partner app.
In the general data for the business partner, first check whether sub-ranges and plant-
specific purchasing data can be maintained. If not, allow these data.

© Copyright. All rights reserved. 15

Unit 1: Master Data in Purchasing

Then create for purchasing organization 101C a supplier sub-range SR## and define 0001
as payment terms for this sub-range.
a) On the SAP Fiori launchpad, choose the Maintain Business Partner app from the
Supplier and BP tile group.

b) Enter S520-0## in the Business Partner field, choose Start, and then double-click the
row with business partner S520-0## in the search result.

c) If the fields are not ready for entry, choose Switch Between Display and Change.

d) Choose the maintained role (FLVN01) Supplier in the Change in BP role field.

e) Choose the Vendor: General Data tab page. On this tab page in the Additional General
Data section, select the VSR relevant and Plant relevant checkboxes.

f) To open the purchasing data, choose Purchasing button at the top of the screen.

g) If necessary, enter purchasing organization 101C. To do this, choose Purchasing

Organizations button. Select the entry for purchasing organization 101C and choose
Transfer.

h) Choose the Vendor Subranges tab page.

i) Choose (Create). You find this button under the list of sub-ranges.

j) Enter SR## in the Supplier Sub-Range field and Subrange ## in the SSR Description
field, select Purchasing Data, and then choose OK.

Note:
You find the Purchasing Data checkbox below the plant list. You may have
to scroll down to see this checkbox.

k) Select your subrange SR## and choose (Display /Change). You find this button
under the list of subranges.
Alternatively, you can double-click on the SR## subrange line.

l) On the Supplier Change: Vendor Subrange dialog window, enter the payment terms
0001 and choose Back.

m) Answer the question regarding saving with Yes and save your data.

Hint:
If you want to check the alternative data, you can create a purchase order
(PO) for supplier S520-0##. To be able to specify a subrange in the item,
you must use the Create Purchase Order - Advanced app.
After you enter the supplier number, you see the payment terms 0002 in
the purchase order header (Delivery/Invoice tab page). Next, enter any
item data. Go to the Material Data tab page in the item details, and enter
your subrange SR##. In the header, the payment terms change to 0001.
Exit the PO without saving it.

© Copyright. All rights reserved. 16

 Unit 1
Exercise 5
Check Partner Settings

Business Example
Normally, the message for the purchase order is sent to the purchase order supplier. In
special cases, however, an additional message should be sent to a partner. For this reason,
you check the relevant settings for the partner determination.

Note:
This exercise uses data to be created in the previous exercises from unit 1. Make
sure that you have completed all relevant exercises.
Always replace the characters ## with the number assigned to you.

Task 1: Assign Partner Role Ordering Address for a Supplier

Note:
To perform this exercise, use the SAP Fiori launchpad.

1. Define supplier T-S52A## as the Ordering Address (OA) partner role for business partner
S520-0## in the 101C purchasing organization. Use the Maintain Business Partner app to
add the partner role to the business partner master record.

Note:
Alternatively, you can also perform this task using the Maintain Business
Partner app.

2. Check whether supplier T-S52A## is determined as a partner when purchase orders are
created for supplier S520-0## for purchasing organization 101C.
Use the Manage Purchase Orders app to perform this step.

Task 2: Customizing for the Partner Determination

Note:
To perform this exercise, use the back-end system.

1. Determine the account group for suppliers T-S52A## and S520-0##, using the
transaction XK03 (Display Supplier).

© Copyright. All rights reserved. 17

Unit 1: Master Data in Purchasing

Account group:

2. Check the setting that specifies that a supplier with the account group SUPL can take on
the partner function OA.
Do not leave the Customizing settings for partner determination after this task.

3. Determine which partner roles can be entered in the master record of supplier S520-0##.
To do this, first determine the partner schema that is assigned to the account group SUPL
of this supplier. Then check which partner functions are available in this partner schema.

Partner schema for account group SUPL:

4. Determine whether the partner role OA can be entered in a purchase order with document
type NB. To do this, first determine the partner schema that is assigned to this document
type. Then check which partner functions are available in this partner schema.

Partner schema for purchase order document type NB:

© Copyright. All rights reserved. 18

 Unit 1
Solution 5
Check Partner Settings

Business Example
Normally, the message for the purchase order is sent to the purchase order supplier. In
special cases, however, an additional message should be sent to a partner. For this reason,
you check the relevant settings for the partner determination.

Note:
This exercise uses data to be created in the previous exercises from unit 1. Make
sure that you have completed all relevant exercises.
Always replace the characters ## with the number assigned to you.

Task 1: Assign Partner Role Ordering Address for a Supplier

Note:
To perform this exercise, use the SAP Fiori launchpad.

1. Define supplier T-S52A## as the Ordering Address (OA) partner role for business partner
S520-0## in the 101C purchasing organization. Use the Maintain Business Partner app to
add the partner role to the business partner master record.

Note:
Alternatively, you can also perform this task using the Maintain Business
Partner app.

a) On the SAP Fiori launchpad, choose the Manage Supplier Master Data app from the
Supplier and BP tile group.

b) Enter S520-0## in the Business Partner field and choose Go.

c) In the row for business partner S520-0##, choose the arrow on the right side.

d) Choose Edit.

e) In the Purchasing Organizations section, in the row for purchasing organization 101C,
choose the arrow on the right side.

f) In the Purchasing Organization window, choose Partner Functions tab page.

g) In the Partner Functions section, choose Create. For the new entry select OA as partner
role and enter T-S52A## as partner number.

h) Choose Apply and then Save.

© Copyright. All rights reserved. 19

Unit 1: Master Data in Purchasing

2. Check whether supplier T-S52A## is determined as a partner when purchase orders are
created for supplier S520-0## for purchasing organization 101C.
Use the Manage Purchase Orders app to perform this step.
a) On the SAP Fiori launchpad, choose the Manage Purchase Orders app from the
Purchase Order Processing tile group.

b) To create a new purchase order, choose Create.

c) Enter supplier S520-0## for purchasing organization 101C and press Enter.

d) Choose the Partner tab page.

Result
Supplier T-S52A## is displayed as the partner with role BA (corresponds to partner
role OA Ordering Address).

e) Exit the app without saving.

Task 2: Customizing for the Partner Determination

Note:
To perform this exercise, use the back-end system.

1. Determine the account group for suppliers T-S52A## and S520-0##, using the
transaction XK03 (Display Supplier).

Account group:

a) On the SAP Easy Access screen, choose Logistics → Materials

Management → Purchasing → Master Data → Vendor → Central → Display (XK03)

b) Enter T-S52A## as supplier, select the Address checkbox and press Enter.
The BP transaction corresponding to the Maintain Business Partner app opens and the
Address tab page from the General Data is displayed for the supplier T-S52A##.

c) Choose Vendor: General Data tab page.

Result
On this tab page, you can see that supplier T-S52A## is assigned to the SUPL
(Supplier (FI Vendor; a-z)) account group.

d) Repeat steps a - c for supplier S520-0##.

Result
You can see that supplier S520-0## is also assigned to the SUPL account group.

2. Check the setting that specifies that a supplier with the account group SUPL can take on
the partner function OA.
Do not leave the Customizing settings for partner determination after this task.
a) On the SAP Easy Access screen, choose Tools → Customizing → IMG → Execute
Project (SPRO).

© Copyright. All rights reserved. 20

 Solution 5: Check Partner Settings

b) On the Customizing: Execute Project screen, choose SAP Reference IMG.

c) On the Display IMG screen, choose Materials Management → Purchasing → Partner

Determination → Partner Roles → Define Permissible Partner Roles per Account
Group.

d) On the Change View "Permissible Partner Roles per Account Group": Overview screen,
you can see that a supplier with the account groups CPD, EMPL and SUPL can take on
the partner role OA.
Result
Therefore, supplier T-S52A##, which is assigned to account group SUPL, can be
entered for partner role OA in another supplier master record.

e) Do not leave the Customizing settings for partner determination after this task.

3. Determine which partner roles can be entered in the master record of supplier S520-0##.
To do this, first determine the partner schema that is assigned to the account group SUPL
of this supplier. Then check which partner functions are available in this partner schema.

Partner schema for account group SUPL:

Account group SUPL has partner schema SUPL.

a) In Customizing for Partner Determination, choose Partner Settings in Supplier Master

Record → Assign Partner Schemas to Account Groups to determine the partner
schema for the SUPL account group.
Result
Account group SUPL has partner schema SUPL.

b) Exit this Customizing activity, and in Customizing for Partner Determination,

choose Partner Settings in Supplier Master Record → Define Partner Schemas in
Supplier Master Record.

c) Select the SUPL schema and double-click Partner Functions in Procedure in the Dialog
Structure pane.
Result
The SUPL schema contains the following partner functions:

● AD (Additionals)

● CP (Contact Persons)

● AZ (Alternate Payment Recipient)

● OA (Ordering Address)

● VN (Supplier)

● PI (Invoicing Party)

● CA (Contact Address)

© Copyright. All rights reserved. 21

Unit 1: Master Data in Purchasing

● GS (Goods Supplier)

● ER (Employee Responsible)

4. Determine whether the partner role OA can be entered in a purchase order with document
type NB. To do this, first determine the partner schema that is assigned to this document
type. Then check which partner functions are available in this partner schema.

Partner schema for purchase order document type NB:

Purchase order document type NB has partner schema 0002.

a) In Customizing for Partner Determination, choose Partner Settings in Purchasing

Documents → Assign Partner Schemas to Document Types.
Result
Purchase order document type NB has partner schema 0002.

b) Exit this Customizing activity, and in Customizing for Partner Determination, choose
Partner Settings in Purchasing Documents → Define Partner Schemas in Purchasing
Documents.

c) Select the 0002 schema and double-click Partner Functions in Procedure in the Dialog
Structure pane.
Result
The OA (Ordering Address) partner role is included in the 0002 schema.

© Copyright. All rights reserved. 22

 Unit 1
Exercise 6
Optional: Set Up Messages for Partners

Business Example
In certain cases, the purchase order message should be sent both to the supplier (partner
function VN) and to the partner defined as the order address.
In particular, you want to test the following scenario for supplier S520-0##: Purchase orders
for purchasing organization 101C with document type FO (Framework Order) shall lead
additionally to an email, which is sent to partner T-S52A##.

Note:
This exercise uses master data records created in previous exercises, as well as
the BRFplus output control for the purchase order.
To perform this exercise, use the back-end system for the first task and the Fiori
Launchpad for all further tasks.
Always replace the characters ## with the number assigned to you.

1. Ensure that the BRFplus output control is active for the purchase order.

Note:
To perform this task, use the back-end system.

2. Ensure that an email address is present for business partner T-S52A##. To check this,
use the Manage Supplier Master Data app.

Note:
To perform this and the following tasks, use the Fiori Launchpad.

3. Maintain a new business rule for the output parameter determination for purchase orders.
To perform this task, use the Output Parameter Determination app from the S4520 tile
group.
For the determination step Channel, create a new entry with the following data:

Field Value
Output Type PURCHASE_ORDER

Document Type FO

Role BA

Recipient T-S52A##

© Copyright. All rights reserved. 23

Unit 1: Master Data in Purchasing

Field Value
Channel EMAIL

Exclusive Indicator - (false)

4. Check that the additional message is generated by creating a purchase order for supplier
S520–0## with document type FO, purchasing organization 101C and purchasing group
Z##. Use the Create Purchase Order - Advanced app and after this leave the app without
saving.

© Copyright. All rights reserved. 24

 Unit 1
Solution 6
Optional: Set Up Messages for Partners

Business Example
In certain cases, the purchase order message should be sent both to the supplier (partner
function VN) and to the partner defined as the order address.
In particular, you want to test the following scenario for supplier S520-0##: Purchase orders
for purchasing organization 101C with document type FO (Framework Order) shall lead
additionally to an email, which is sent to partner T-S52A##.

Note:
This exercise uses master data records created in previous exercises, as well as
the BRFplus output control for the purchase order.
To perform this exercise, use the back-end system for the first task and the Fiori
Launchpad for all further tasks.
Always replace the characters ## with the number assigned to you.

1. Ensure that the BRFplus output control is active for the purchase order.

Note:
To perform this task, use the back-end system.

a) On the SAP Easy Access screen, choose Tools → Customizing → IMG → Execute
Project (SPRO).

b) On the Customizing: Execute Project screen, choose SAP Reference IMG.

c) On the Display IMG screen, choose Cross Application Components → Output

Control → Manage Application Object Type Activation.

d) The status for the application object type Purchase Order must be set to Application
Active.
If necessary, change the settings accordingly and save this change.

2. Ensure that an email address is present for business partner T-S52A##. To check this,
use the Manage Supplier Master Data app.

Note:
To perform this and the following tasks, use the Fiori Launchpad.

a) On the SAP Fiori launchpad, start the Manage Supplier Master Data app from the
Supplier and BP tile group.

© Copyright. All rights reserved. 25

Unit 1: Master Data in Purchasing

b) Enter T-S52A## in the Business Partner field and choose Go.

c) In the row for business partner T-S52A##, choose the arrow on the right side.

d) Choose Address tab page.

In the Standard Communication area of the Address section, you will see that the
supplier's email address is info##@etf-parts.com.

3. Maintain a new business rule for the output parameter determination for purchase orders.
To perform this task, use the Output Parameter Determination app from the S4520 tile
group.
For the determination step Channel, create a new entry with the following data:

Field Value
Output Type PURCHASE_ORDER

Document Type FO

Role BA

Recipient T-S52A##

Channel EMAIL

Exclusive Indicator - (false)

a) On the SAP Fiori launchpad, start the Output Parameter Determination app from the
S4520 tile group.

b) In the Select Business Rules section, select Purchase Order as Show Rules for and
Channel as Determination Step.

c) In the Maintain Business Rules section, choose Edit.

d) To add a new entry to the table, choose the plus icon at the top left above the table.

e) For your new table entry, enter the values given in the table above.
To add the single values, choose the arrow icon in a field and select Direct Value Input,
enter or select the value and choose OK.

Note:
If you do not see all the fields in the table, first scroll down on the screen
and then scroll to the right in the table.

f) To save and activate your new entry, choose Activate and confirm the activation
message with Yes.

4. Check that the additional message is generated by creating a purchase order for supplier
S520–0## with document type FO, purchasing organization 101C and purchasing group
Z##. Use the Create Purchase Order - Advanced app and after this leave the app without
saving.
a) On the SAP Fiori launchpad, start the Create Purchase Order - Advanced app from the
Purchase Order Processing tile group.

© Copyright. All rights reserved. 26

 Solution 6: Optional: Set Up Messages for Partners

b) Select Framework Order (FO) as purchasing document type.

c) Enter supplier S520–0##, purchasing organization 101C, purchasing group Z## and
press Enter.

d) Choose the Print Preview button.

Result
On the Edit Purchase Order: Output window, two entries for output type
PURCHASE_ORDER are shown.

● One entry for role BA, receiver T-S52A## and channel EMAIL.

● One entry for role LF, receiver S4520-0## and channel PRINT.

e) If you want to check whether only a message is generated for role LF (supplier) for
document type NB (Standard PO), choose Back, change the document type to NB and
choose Print Preview again.

f) Exit the app without saving the PO.

© Copyright. All rights reserved. 27

 Unit 2
Exercise 7
Examine Condition Types and Calculation
Schemas

Business Example
In some cases, you need to enter additional conditions such as discounts or surcharges in
purchase order items. For this reason, you want to understand where is defined which
condition types can be used in a purchase order.
Explore condition types and calculation schemas.

Note:
To perform this exercise, use the back-end system.
Always replace the characters ## with the number assigned to you.

1. Create a purchase order for supplier T-S50A##, purchasing organization 101C and
purchasing group Z##. Create a purchase order using the following data:
Enter a first item with the following data.

Field Value
Material B500-##

PO Quantity 1 PC

Plant 1010

CnTy (Condition type) ZC00 (Surcharge/Quantity)

Amount EUR 60

Afterward, copy the first item and then add another condition type to each item:

● Item 1: RA00 (Discount % on Net) 10%

● Item 2: RA01 (Discount % on Gross) 10%

Do not save this purchase order yet, but answer the questions from the next task first.

2. For both items, check the net price and the condition value in euros for the discount. In
addition, determine the calculation schema (pricing procedure) for the purchase order.

© Copyright. All rights reserved. 28

 Exercise 7: Examine Condition Types and Calculation Schemas

Item 1: Net price and condition value for RA00

Item 2: Net price and condition value for RA01

Calculation schema:

After this, save the purchase order.

3. Display the calculation schema RM0000 in Customizing. Determine why the net prices of
the purchase order items were calculated differently?

© Copyright. All rights reserved. 29

 Unit 2
Solution 7
Examine Condition Types and Calculation
Schemas

Business Example
In some cases, you need to enter additional conditions such as discounts or surcharges in
purchase order items. For this reason, you want to understand where is defined which
condition types can be used in a purchase order.
Explore condition types and calculation schemas.

Note:
To perform this exercise, use the back-end system.
Always replace the characters ## with the number assigned to you.

1. Create a purchase order for supplier T-S50A##, purchasing organization 101C and
purchasing group Z##. Create a purchase order using the following data:
Enter a first item with the following data.

Field Value
Material B500-##

PO Quantity 1 PC

Plant 1010

CnTy (Condition type) ZC00 (Surcharge/Quantity)

Amount EUR 60

Afterward, copy the first item and then add another condition type to each item:

● Item 1: RA00 (Discount % on Net) 10%

● Item 2: RA01 (Discount % on Gross) 10%

Do not save this purchase order yet, but answer the questions from the next task first.
a) On the SAP Easy Access screen, choose Logistics → Materials Management
→ Purchasing → Purchase Order → Create → Vendor/Supplying Plant Known
(ME21N).

b) Enter the header data and the data for the first item.

© Copyright. All rights reserved. 30

 Solution 7: Examine Condition Types and Calculation Schemas

To add the surcharge condition, double-click the Net Price for the first item in the Item
Overview. This opens the Conditions tab page in the Item Details for this item. Enter
condition type ZC00 and 60 as amount.

c) Select the first item in the Item Overview and choose (Copy Item).

d) For the first item enter the additional condition type RA00 with the amount of 10 %.

e) For the second item enter the additional condition type RA01 with the amount of 10 %.

f) Don’t leave the transaction. Do not save this purchase order yet, but answer the
questions from the next task first.

2. For both items, check the net price and the condition value in euros for the discount. In
addition, determine the calculation schema (pricing procedure) for the purchase order.

Item 1: Net price and condition value for RA00

Net price: 450 EUR, condition value for RA00: 50 EUR

Item 2: Net price and condition value for RA01

Net price: 456 EUR, condition value for RA01: 44 EUR

Calculation schema:

RM0000

After this, save the purchase order.

a) You can see the net prices of the items directly in the item overview.

b) To determine the condition amount in euros for the discount conditions RA00 and
RA01, open the condition details for each item. You can find the amount in the
Conditions Value column.

c) To determine the calculation schema (pricing procedure), on the Conditions tab page,
choose the Analysis button above the table with the pricing elements.
The calculation schema RM0000 is displayed on the top-left side.

d) Save the purchase order.

3. Display the calculation schema RM0000 in Customizing. Determine why the net prices of
the purchase order items were calculated differently?
a) In Customizing for Materials Management, choose Purchasing → Conditions
→ Define Price Determination Process → Set Calculation Schema – Purchasing.

b) Select the RM0000 schema.

c) In the Dialog Structure pane, double-click Control data.

d) Look at the entries for condition types RA00 and RA01.

© Copyright. All rights reserved. 31

Unit 2: Sources of Supply and Conditions

● The condition type RA01 refers explicitly to step 1 (condition type PB00) by the
entry in the From Step column, and therefore the discount is calculated from the
gross price only: 10% of 440 EUR

● No From Step is specified for condition type RA00, so the discount is calculated
from the gross price including the surcharge: 10% of 500 EUR (= 440 EUR + 60
EUR)

e) Note on the sequence of the condition types in the purchase order item:
The condition types RA00, RA01, and ZC00 are on the same level, step number 10, in
the pricing procedure. The conditions in the purchasing document are only sorted
according to the step number, but not according to the counter from the pricing
procedure. As a result, the condition type ZC00 in the purchase order was placed
before the condition types RA00 or RA01, since entered first.

© Copyright. All rights reserved. 32

 Unit 2
Exercise 8
Create a Purchasing Info Record

Business Example
You repeatedly procure certain materials from the same suppliers at the same conditions. For
this reason, you want to create info records.
Create a purchasing info record.

Note:
This exercise uses data to be created in the exercises in unit 1. Make sure that you
have completed all relevant exercises.
To perform this exercise, use the SAP Fiori launchpad.
Always replace the characters ## with the number assigned to you.

1. Create an info record with the app Manage Purchasing Info Records on the SAP Fiori
launchpad. Use the following data:
Field Value

Purchasing Info Record Category Standard

Purchasing Organization 101C

Purchasing Group Z##

Supplier S520-0##

Material B520-2##

Delivery Time in Days 10

Standard Order Quantity 50

Gross Price (Amount) EUR 19

Note:
Some fields, such as Order Unit or Delivery Time in Days, are automatically
filled from the master data. If necessary, this data must be changed in
accordance with the above information.

Hint:
The standard quantity serves as a basis for calculating effective prices in the
supplier evaluation as well as for price determination when price scales exist.

© Copyright. All rights reserved. 33

 Unit 2
Solution 8
Create a Purchasing Info Record

Business Example
You repeatedly procure certain materials from the same suppliers at the same conditions. For
this reason, you want to create info records.
Create a purchasing info record.

Note:
This exercise uses data to be created in the exercises in unit 1. Make sure that you
have completed all relevant exercises.
To perform this exercise, use the SAP Fiori launchpad.
Always replace the characters ## with the number assigned to you.

1. Create an info record with the app Manage Purchasing Info Records on the SAP Fiori
launchpad. Use the following data:
Field Value

Purchasing Info Record Category Standard

Purchasing Organization 101C

Purchasing Group Z##

Supplier S520-0##

Material B520-2##

Delivery Time in Days 10

Standard Order Quantity 50

Gross Price (Amount) EUR 19

Note:
Some fields, such as Order Unit or Delivery Time in Days, are automatically
filled from the master data. If necessary, this data must be changed in
accordance with the above information.

Hint:
The standard quantity serves as a basis for calculating effective prices in the
supplier evaluation as well as for price determination when price scales exist.

© Copyright. All rights reserved. 34

 Solution 8: Create a Purchasing Info Record

a) On the SAP Fiori launchpad, start the Manage Purchasing Info Records app from the
Source of Supply Management tile group.

b) Choose Create.

c) Enter the data from the table.

In the Conditions area, you first have to choose Create before you can enter the
amount for the gross price (condition type PB00).

d) Choose Apply and then Create.

© Copyright. All rights reserved. 35

 Unit 2
Exercise 9
Create Texts in Info Records

Business Example
You want to maintain texts in purchasing info records.

Note:
This exercise uses data to be created in the exercises in unit 1. Make sure that you
have completed all relevant exercises.
To perform this exercise, use the SAP Fiori launchpad.
Always replace the characters ## with the number assigned to you.

Note:
The Manage Purchasing Info Records app cannot handle texts in the current
release. To create a purchasing info record with a text, use the Create Purchasing
Info Record app on the SAP Fiori launchpad or the transaction ME11 in the back-
end system.

1. Create a plant-specific info record for supplier S520–0## and material B520–1## in the
101C purchasing organization. The material must have a European origin if it is ordered for
the 1010 plant. Use the following data:
Field Value
Pl. Deliv. Time (planned delivery time) 15

Purch. Group Z##

Standard Qty 25

Net Price EUR 3000 / PC

Purchase Order Text European Origin guaranteed

Ensure that the info record purchase order text, not the material master purchase order
text, is adopted in purchase orders and other purchasing documents.

2. For other plants, the origin of the material B520-1## is not important. Without this
constraint, the supplier S520-0## can deliver the batteries at a lower price. Create an info
record for the 101C purchasing organization (without plant) with the following data:
Field Value
Pl. Deliv. Time (planned delivery time) 15

Purch. Group Z##

© Copyright. All rights reserved. 36

 Exercise 9: Create Texts in Info Records

Field Value
Standard Qty 25

Net Price EUR 2850 / PC

3. Create a purchase order with the following header data:

Field Value
Supplier S520-0##

Purch. Org. 101C

Purch. Group Z##

Company Code 1010

Hint:
Instead of the Manage Purchase Orders app, you can also use the Create
Purchase Order – Advanced app. The solution describes how to use the
Manage Purchase Orders app.

Enter the following item data:

● Item 1
You need 50 pieces of material B520-1## for the 1010 plant.

● Item 2
You need another 50 pieces of material B520-1## for the 1020 plant.

Which conditions were determined?

Check the purchase order texts for the two items. Which texts have been adopted in the
purchase order?

Save the purchase order and make a note of the purchase order number.

Purchase order number:

© Copyright. All rights reserved. 37

 Unit 2
Solution 9
Create Texts in Info Records

Business Example
You want to maintain texts in purchasing info records.

Note:
This exercise uses data to be created in the exercises in unit 1. Make sure that you
have completed all relevant exercises.
To perform this exercise, use the SAP Fiori launchpad.
Always replace the characters ## with the number assigned to you.

Note:
The Manage Purchasing Info Records app cannot handle texts in the current
release. To create a purchasing info record with a text, use the Create Purchasing
Info Record app on the SAP Fiori launchpad or the transaction ME11 in the back-
end system.

1. Create a plant-specific info record for supplier S520–0## and material B520–1## in the
101C purchasing organization. The material must have a European origin if it is ordered for
the 1010 plant. Use the following data:
Field Value
Pl. Deliv. Time (planned delivery time) 15

Purch. Group Z##

Standard Qty 25

Net Price EUR 3000 / PC

Purchase Order Text European Origin guaranteed

Ensure that the info record purchase order text, not the material master purchase order
text, is adopted in purchase orders and other purchasing documents.
a) On the SAP Fiori launchpad, choose the Create Purchasing Info Record app from the
Source of Supply Management tile group.

b) Enter supplier S520-0##, material B520-1##, purchasing organization 101C, and

plant 1010.

c) Press Enter to confirm your entries.

© Copyright. All rights reserved. 38

 Solution 9: Create Texts in Info Records

d) Choose the Purch. Org. Data 1 button.

e) Change the planned delivery time to 15 days.

f) Enter 25 as standard quantity and 3000 as net price.

g) To ensure that only the purchase order text from the info record is adopted in your
purchasing documents, select the No MText checkbox.

h) Choose the Texts button.

i) On the Create Info Record: Text Overview screen, scroll down to the Purchase Order
Text. Add a line with the text European Origin guaranteed to the purchase order
text.

j) Choose Save.

2. For other plants, the origin of the material B520-1## is not important. Without this
constraint, the supplier S520-0## can deliver the batteries at a lower price. Create an info
record for the 101C purchasing organization (without plant) with the following data:
Field Value
Pl. Deliv. Time (planned delivery time) 15

Purch. Group Z##

Standard Qty 25

Net Price EUR 2850 / PC

a) On the SAP Fiori launchpad, choose the Create Purchasing Info Record app from the
Source of Supply Management tile group.

b) Enter supplier S520-0##, material B520-1##, and purchasing organization 101C.

c) Delete the entry from the Plant field. Press Enter to confirm your entries.

d) Choose the Purch. Org. Data 1 button.

e) Change the planned delivery time to 15 days.

f) Enter 25 as standard quantity and 2850 as net price.

g) Choose Save.

3. Create a purchase order with the following header data:

Field Value
Supplier S520-0##

Purch. Org. 101C

Purch. Group Z##

Company Code 1010

© Copyright. All rights reserved. 39

Unit 2: Sources of Supply and Conditions

Hint:
Instead of the Manage Purchase Orders app, you can also use the Create
Purchase Order – Advanced app. The solution describes how to use the
Manage Purchase Orders app.

Enter the following item data:

● Item 1
You need 50 pieces of material B520-1## for the 1010 plant.

● Item 2
You need another 50 pieces of material B520-1## for the 1020 plant.

Which conditions were determined?

Check the purchase order texts for the two items. Which texts have been adopted in the
purchase order?

Save the purchase order and make a note of the purchase order number.

Purchase order number:

a) On the SAP Fiori launchpad, choose the Manage Purchase Orders app from the
Purchase Order Processing tile group.

b) Choose Create.

c) Enter supplier S520-0## for purchasing organization 101C.

The purchasing group and the company code should be defaulted automatically.

d) In the Items section, choose Create twice.

e) For item 10, enter material B520-1##, plant 1010, and an order quantity of 50.

f) For item 20, enter material B520-1##, plant 1020, and an order quantity of 50.

g) Confirm your entries by pressing Enter.

Result
For item 10, a price of EUR 3,000 is determined. For item 20, a price of EUR 2,850 is
determined.

h) To check the texts for the items, open the details for an item by clicking in the item line.

© Copyright. All rights reserved. 40

 Solution 9: Create Texts in Info Records

On the Purchase Order Item screen, choose Notes tab page.

Check the texts for the text types Info record PO text (purchase order text from the
info record) and Material PO Text (purchase order text from the material master).
To switch between the two items, choose the Previous/Next arrows at the top right of
the screen.
Result
For item 10, the Info record PO text with the additional line European Origin
guaranteed, but no Material PO Text is displayed.
For item 20, only the text from the material master record, but no info record PO text
is displayed.

i) Choose Apply.

j) Choose Order.

© Copyright. All rights reserved. 41

 Unit 2
Exercise 10
Create an Info Record for Material Group

Business Example
You want to learn how to create and manage info records for materials without master
records.
Create a purchasing info record for a material group.

Note:
To perform this exercise, use the SAP Fiori launchpad.
Always replace the characters ## with the number assigned to you.

1. Your company buys various storage boxes from supplier S520-1##. No material master
records are available for these boxes. Descriptive information on these office supplies is to
be stored in a purchasing organization-specific info record for the material group SB##.
Create the info record with the following data using the Create Purchasing Info Record
app:

Field Value
Supplier S520-1##

Purchasing Org. 101C

Short text Storage boxes

Material Group SB##

Order Unit PC

Sort Term Boxes ##

Pl. Deliv. Time (planned delivery time) 5

Purch. Group Z##

Standard Qty 100

Net Price EUR 14.99

Price from 250 boxes upwards EUR 13.99

Purchase Order text 23 l, stackable, material: plas-

tic

Adopt the proposed validity period for the conditions.

© Copyright. All rights reserved. 42

 Exercise 10: Create an Info Record for Material Group

Note:
You can also create info records for a material group using the Manage
Purchasing Info Records app. However, the app cannot be used in this
example, as no pricing scale can be entered in this app.

2. A department requires some storage boxes and asks you to order 500 blue ones. Create a
purchase order for the supplier S520-1## using the Manage Purchase Orders app.
Create the purchase order with the following data. To refer to the info record for material
group SB## in the item, use the Add from Document function.
Field Value
Purchasing Organization 101C

Supplier S520-1##

Purchasing Group Z##

Item data
Add from Document Info record for material group SB##
Plant 1010

Order Quantity 500

Account Assignment Category Cost Center (K)

Cost Center 4230

G/L Account 51100000

What order price does the system suggest?

Go to the Notes tab page in the item detail and extend the text with Color: blue.
Save the purchase order and make a note of the PO number.

Purchase order number:

© Copyright. All rights reserved. 43

 Unit 2
Solution 10
Create an Info Record for Material Group

Business Example
You want to learn how to create and manage info records for materials without master
records.
Create a purchasing info record for a material group.

Note:
To perform this exercise, use the SAP Fiori launchpad.
Always replace the characters ## with the number assigned to you.

1. Your company buys various storage boxes from supplier S520-1##. No material master
records are available for these boxes. Descriptive information on these office supplies is to
be stored in a purchasing organization-specific info record for the material group SB##.
Create the info record with the following data using the Create Purchasing Info Record
app:

Field Value
Supplier S520-1##

Purchasing Org. 101C

Short text Storage boxes

Material Group SB##

Order Unit PC

Sort Term Boxes ##

Pl. Deliv. Time (planned delivery time) 5

Purch. Group Z##

Standard Qty 100

Net Price EUR 14.99

Price from 250 boxes upwards EUR 13.99

Purchase Order text 23 l, stackable, material: plas-

tic

Adopt the proposed validity period for the conditions.

© Copyright. All rights reserved. 44

 Solution 10: Create an Info Record for Material Group

Note:
You can also create info records for a material group using the Manage
Purchasing Info Records app. However, the app cannot be used in this
example, as no pricing scale can be entered in this app.

a) On the SAP Fiori launchpad, start the Create Purchasing Info Record app from the
Source of Supply Management tile group.

b) On the Create Info Record: Initial Screen, enter supplier S520-1## and purchasing
organization 101C.

c) Leave the Material and Plant fields empty. To confirm your entries, press Enter.

d) On the Create Info Record: General Data screen, enter short text Storage boxes and
material group SB##.

e) In the Purchase Order Unit of Measure screen area, enter PC as order unit.

f) In the Sorting screen area, enter sort term Boxes ##.

g) Choose the Purch. Org. Data 1 button.

h) On the Create Info Record: Purch. Organization Data 1, enter the following data:
Field Value
Pl. Deliv. Time (planned delivery time) 5

Purch. Group Z##

Standard Qty 100

Net Price EUR 14.99

i) Choose the Conditions button.

j) Select the line with the PB00 condition type and choose Scales.

k) In the first line, in the Scale Quantity column, enter 1. In the second line, in the Scale
Quantity column, enter 250 and specify a price of EUR 13.99.

l) Choose Back twice.

m) Choose Texts button and enter 23 l, stackable, material: plastic as

purchase order text.

n) Save the info record.

Hint:
You can change the type of the scale in the details if you want to use the
To-scale option instead of the Base-scale option. However, the type of the
scale, the unit of measure, and the currency unit have to be the same for
all scale lines. That is why these fields are not active for input in the scale
lines.

© Copyright. All rights reserved. 45

Unit 2: Sources of Supply and Conditions

2. A department requires some storage boxes and asks you to order 500 blue ones. Create a
purchase order for the supplier S520-1## using the Manage Purchase Orders app.
Create the purchase order with the following data. To refer to the info record for material
group SB## in the item, use the Add from Document function.
Field Value
Purchasing Organization 101C

Supplier S520-1##

Purchasing Group Z##

Item data
Add from Document Info record for material group SB##
Plant 1010

Order Quantity 500

Account Assignment Category Cost Center (K)

Cost Center 4230

G/L Account 51100000

What order price does the system suggest?

An order price of EUR 13.99 is defaulted from the info record.

Go to the Notes tab page in the item detail and extend the text with Color: blue.
Save the purchase order and make a note of the PO number.

Purchase order number:

a) On the SAP Fiori launchpad, start the Manage Purchase Orders app from the Purchase
Order Processing tile group.

b) Choose Create.

c) Enter supplier S520-1## and press Enter.

d) Enter the purchasing group Z##.

e) In the Items section, choose Add from Document.

f) On the Add from Document window, select the following field entries and choose Go.
Field Value
Purchasing Document Type Info Record

© Copyright. All rights reserved. 46

 Solution 10: Create an Info Record for Material Group

Field Value
Material empty (use the input help, to select this
option)

g) In the search result, select the info record for material group SB##, and choose Add
Items.

h) Enter plant 1010 and order quantity 500 in the item, and press Enter.
Result
A purchase order price of EUR 13.99 per box is defaulted from the info record.

i) Open the items details by clicking the item line and enter the remaining data for
account assignment from the table above.
Field Value
Account Assignment Category Cost Center (K)

Cost Center 4230

G/L Account 51100000

j) Choose the Notes tab page, and extend the info record PO text with color: blue

k) In the Item Details, choose to the Text tab page and extend the purchase order text
with Color: blue.

l) Choose Apply and then Order.

© Copyright. All rights reserved. 47

 Unit 2
Exercise 11
Perform Price Changes

Business Example
You have negotiated new prices with supplier T-S50A## and want to update the existing info
records accordingly.
Carry out a price change for supplier T-S50A##.

Note:
To perform this exercise, you use the SAP Fiori launchpad.
Always replace the characters ## with the number assigned to you.

1. You have agreed with supplier T-S50A## that an immediate price reduction of 3% is to be
applied to the delivered materials within the 101C purchasing organization. The new
conditions are for an unlimited period. Execute the price change in the info records using
the collective function.

© Copyright. All rights reserved. 48

 Unit 2
Solution 11
Perform Price Changes

Business Example
You have negotiated new prices with supplier T-S50A## and want to update the existing info
records accordingly.
Carry out a price change for supplier T-S50A##.

Note:
To perform this exercise, you use the SAP Fiori launchpad.
Always replace the characters ## with the number assigned to you.

1. You have agreed with supplier T-S50A## that an immediate price reduction of 3% is to be
applied to the delivered materials within the 101C purchasing organization. The new
conditions are for an unlimited period. Execute the price change in the info records using
the collective function.
a) In the SAP Fiori launchpad, start the Price Change: Info Records app from the Source of
Supply Management tile group.

b) Enter purchasing organization 101C and supplier T-S50A##. Leave the Material fields
empty.

c) Note that in the standard list scope, prices are initially only simulated. To perform the
changes, you have to deselect the Test Run checkbox.

d) In the Change condition type or gross price screen area, enter a percentage of 3.
Ensure the Gross Price checkbox is selected.

e) In the Sign field, change the value to — (Value from condition will be
reduced) to specify that the value is to be reduced.

f) In the Conditions valid screen area, in the or from fields, enter the validity period
<current date> to December 31, 9999.

g) Choose Execute.
Result
The old and new prices are displayed with the validity period.

h) Check the new prices and save the changes.

© Copyright. All rights reserved. 49

 Unit 2
Exercise 12
Create a Centrally Agreed Contract and Issue
Release Orders

Business Example
Your company operates with a central purchasing organization covering several plants. For
this reason, you must know how to create a centrally agreed contract.
Create a centrally agreed contract and issue release orders.

Note:
This exercise uses data to be created in the exercises in unit 1. Make sure that you
have completed all relevant exercises.
To perform this exercise, use the SAP Fiori launchpad.
Always replace the characters ## with the number assigned to you.

1. Your company's central purchasing organization has agreed with supplier S520-0## on
the purchase of 10,000 pieces of material B520-1##. You want to enter this agreement as
a quantity contract. Create the contract with the central purchasing organization C100
and purchasing group Z##. The validity period of the contract starts today and ends on
December 31 of next year.
The price of the material B520-1## in the current year is EUR 2,900 per piece. For
deliveries as of January 01 of next year, the price is reduced to EUR 2,800 per piece. The
agreed planned delivery time is 20 days. Enter the agreed planned delivery time and a
suitable pricing date category in the additional data for the item.
To create the contract use the Create Purchase Contract app.

Which pricing date category do you have to use?

After you save, make a note of the contract number.

Contract:

Stay on the initial screen of the Change Contract app after this task.

© Copyright. All rights reserved. 50

 Exercise 12: Create a Centrally Agreed Contract and Issue Release Orders

2. Create a contract release order with the 101C purchasing organization, which is
responsible for plants 1010 and 1020. Start the contract release order from the contract
display and release the following quantities of material B520-1##:
Quantity Plant Delivery Date
500 1010 <determined by system>
500 1010 <first working day of subse-
quent year>
200 1020 <determined by system>

What prices are determined?

Item 1:

Item 2:

Item 3:

After you save, make a note of the purchase order number.

PO number:

3. Determine the open target quantity of your contract item.

Note:
In the SAP Fiori launchpad, you can also use the Quantity Contract
Consumption app from the Purchasing Analytics for Contracts tile group. With
this app you can see the percentage of the released amount (not released
quantity).

© Copyright. All rights reserved. 51

 Unit 2
Solution 12
Create a Centrally Agreed Contract and Issue
Release Orders

Business Example
Your company operates with a central purchasing organization covering several plants. For
this reason, you must know how to create a centrally agreed contract.
Create a centrally agreed contract and issue release orders.

Note:
This exercise uses data to be created in the exercises in unit 1. Make sure that you
have completed all relevant exercises.
To perform this exercise, use the SAP Fiori launchpad.
Always replace the characters ## with the number assigned to you.

1. Your company's central purchasing organization has agreed with supplier S520-0## on
the purchase of 10,000 pieces of material B520-1##. You want to enter this agreement as
a quantity contract. Create the contract with the central purchasing organization C100
and purchasing group Z##. The validity period of the contract starts today and ends on
December 31 of next year.
The price of the material B520-1## in the current year is EUR 2,900 per piece. For
deliveries as of January 01 of next year, the price is reduced to EUR 2,800 per piece. The
agreed planned delivery time is 20 days. Enter the agreed planned delivery time and a
suitable pricing date category in the additional data for the item.
To create the contract use the Create Purchase Contract app.

Which pricing date category do you have to use?

The pricing date category is 2.

After you save, make a note of the contract number.

Contract:

Stay on the initial screen of the Change Contract app after this task.

© Copyright. All rights reserved. 52

 Solution 12: Create a Centrally Agreed Contract and Issue Release Orders

a) In the SAP Fiori launchpad, start the Create Purchase Contract app from the Purchase
Contract Processing tile group.

b) On the Create Contract: Initial Screen, enter the following data. Also remove any
default values for plant and storage location since this is an item of a centrally agreed
contract.
Field Value
Supplier S520-0##

Agreement Type MK (Quantity Contract)

Purch. Organization C100

Purchasing Group Z##

c) On the initial screen, choose Overview.

d) In the dialog box that appears, enter company code 1010 if it is not already proposed,
and confirm it by choosing Continue.

e) On the Create Contract: Header Data screen, enter < December 31 of the
subsequent year> as the validity end date and choose Overview.

f) On the Create Contract: Item Overview screen, enter material B520-1##, a target
quantity of 10000 pieces, and a net price of EUR 2900.

g) Choose Additional Data (you may have to choose (More) first).

To confirm the warning regarding account assignments, press Enter. Don’t enter an
account assignment category for the item.

h) In the Create Contract: Item 00010 Additional Data screen, enter the planned delivery
time of 20 days and the pricing date category (Pr. Date Cat.) 2.

i) Choose Item Conditions.

j) In the screen with the condition supplements, change the valid to date to <December
31 of current year>.

Hint:
In this app or the corresponding ME31K transaction, at the time of
creation, you cannot yet enter the price for the subsequent year. During
processing of time-dependent conditions, you can only maintain one
validity period per transaction call.

k) Save the contract.

l) To enter the conditions for the subsequent year by changing the contract, choose
Menu → Outline Agreement → Change .

m) Your contract is proposed for editing. To edit it, choose Overview.

n) Select item 10 in the item overview and choose Item Conditions.

© Copyright. All rights reserved. 53

Unit 2: Sources of Supply and Conditions

o) Choose the New validity period button, and change the validity period to <January 01
of next year> to <December 31 of the next year>.

p) Enter a gross price of EUR 2800 and save your data.

q) Stay on the initial screen of the Change Contract app after this task.

2. Create a contract release order with the 101C purchasing organization, which is
responsible for plants 1010 and 1020. Start the contract release order from the contract
display and release the following quantities of material B520-1##:
Quantity Plant Delivery Date
500 1010 <determined by system>
500 1010 <first working day of subse-
quent year>
200 1020 <determined by system>

What prices are determined?

Item 1:

Item 2:

Item 3:

After you save, make a note of the purchase order number.

PO number:

a) In the Change Contract: Initial Screen, choose Menu → Outline Agreement → Display.

b) Enter your contract number and choose Overview.

c) Choose Menu → Contract → Follow-On Functions → Contract Release Order. If a

warning regarding queries appears, choose Yes.
Result
This automatically takes you to the Create Purchase Order – Advanced app and your
contract is listed in the Document Overview pane.

© Copyright. All rights reserved. 54

 Solution 12: Create a Centrally Agreed Contract and Issue Release Orders

d) Open the header data and choose the Org. Data tab page. Enter purchasing
organization 101C.

e) Select the contract as a reference. To do so, select the contract and choose
(Adopt), or drag the contract to the shopping cart in the purchase order header.

f) Repeat the procedure until you have three items in the document overview.

g) Enter quantity 500 and plant 1010 in the first item.

h) Enter quantity 500, plant 1010, and the <first work day of the subsequent
year> as delivery date in the second item.

i) Enter quantity 200, plant 1020 in the third item, and press Enter.
The system determines a price of EUR 2,900 for the first and third item (delivery date
in the current year), and a price of EUR 2,800 for the second item.

Note:
If the price for item 20 was not determined correctly, you must carry out
pricing again. To do this, open the condition details for this item, choose
the Update button, and then B (Carry out new pricing).

j) Confirm all warning messages and save your purchase order.

3. Determine the open target quantity of your contract item.

Note:
In the SAP Fiori launchpad, you can also use the Quantity Contract
Consumption app from the Purchasing Analytics for Contracts tile group. With
this app you can see the percentage of the released amount (not released
quantity).

a) In the SAP Fiori launchpad, start the Display Outline Agreements by Supplier app from
the Purchase Contract Processing tile group.

b) Enter supplier S520–0##, purchasing organization C100, scope of list RAHM, and
purchasing group Z##. Choose Execute.
Result
The open target quantity is 8800 PC or 88%, 12% of the target quantity has been
released.

© Copyright. All rights reserved. 55

 Unit 2
Exercise 13
Define a Contract for Material Groups as a
Value Contract

Business Example
In your enterprise, you use material-specific and material group-specific contracts. For this
reason, you must know how to create contracts for material groups.
Define a contract for material groups as a value contract.

Note:
To perform this exercise, use the SAP Fiori launchpad.
Always replace the characters ## with the number assigned to you.

1. Change your user specific settings to default purchasing organization 101C and
purchasing group Z## for the rest of the course.

2. You have decided to purchase warning signs and spare parts for plant 1010 from supplier
S520-3##. As you want to create contract release orders and post goods receipts, you
want to use a value contract for these materials.
Create a new value contract with the following data:
Header data:
The contract is valid for one year and has a target value of EUR 50,000. Use purchasing
organization 101C and purchasing group Z##.
Item data:
Item 10: The subject of this item is to purchase warning signs for EUR 2 each. Use item
category M, material group WS## and order unit PC, but don’t enter a quantity. The
articles have a planned delivery time of 5 days.
Item 20: The subject of this item is the purchase of spare parts with different prices and
order units. The articles have a planned delivery time of 5 days and belong to material
group ET##. Use the W item category.
Save your entries and note the contract number.

Contract number:

3. Create a contract release order with reference to your value contract. Start the contract
release order from the contract display.

© Copyright. All rights reserved. 56

 Exercise 13: Define a Contract for Material Groups as a Value Contract

Order the following materials and use the account assignment category K (Cost Center)
for all items and assign the costs to cost center 4110.

● 100 warning signs with material number B520–5##. Refer to item 10 of your contract.

● 20 warning signs “Safety Helmet”. There is no material master record for these signs.
Refer to item 10 of your contract.

● 50 pac “Fuse 100A” for EUR 49.90 / pac. Refer to item 20 of your contract.

After you save, make a note of the purchase order number.

PO number:

© Copyright. All rights reserved. 57

 Unit 2
Solution 13
Define a Contract for Material Groups as a
Value Contract

Business Example
In your enterprise, you use material-specific and material group-specific contracts. For this
reason, you must know how to create contracts for material groups.
Define a contract for material groups as a value contract.

Note:
To perform this exercise, use the SAP Fiori launchpad.
Always replace the characters ## with the number assigned to you.

1. Change your user specific settings to default purchasing organization 101C and
purchasing group Z## for the rest of the course.
a) Open the user action menu and choose Settings.
To open the user action menu, choose the PS (Profile for …) top right at the screen.

b) In the Settings window, choose Default Values.

c) Enter 101C as Purchasing Org. and Z## as Purch. Group.

d) Save your data.

2. You have decided to purchase warning signs and spare parts for plant 1010 from supplier
S520-3##. As you want to create contract release orders and post goods receipts, you
want to use a value contract for these materials.
Create a new value contract with the following data:
Header data:
The contract is valid for one year and has a target value of EUR 50,000. Use purchasing
organization 101C and purchasing group Z##.
Item data:
Item 10: The subject of this item is to purchase warning signs for EUR 2 each. Use item
category M, material group WS## and order unit PC, but don’t enter a quantity. The
articles have a planned delivery time of 5 days.
Item 20: The subject of this item is the purchase of spare parts with different prices and
order units. The articles have a planned delivery time of 5 days and belong to material
group ET##. Use the W item category.
Save your entries and note the contract number.

© Copyright. All rights reserved. 58

 Solution 13: Define a Contract for Material Groups as a Value Contract

Contract number:

a) In the SAP Fiori launchpad, start the Create Purchase Contract app from the Purchase
Contract Processing tile group.

Note:
The SAP Fiori app, Manage Purchase Contracts, currently doesn’t support
item category M and W.

b) Enter supplier S520-3##, contract type WK for value contract, purchasing organization
101C, your purchasing group Z##, and plant 1010. Confirm your entries.

c) In the contract header data, enter the validity end date as <one year from the
current date>. Enter a target value of EUR 50,000 and confirm your entries.

d) Enter the following data in the item overview for item 10:
Field Value
I (Item category) M (Material unknown)

Short Text Warning Signs

Order Unit PC

Net Price 2

Material Group WS##

e) Choose Additional Data.

f) In the additional data, enter a planned delivery time of 5 days and return to the item
overview.

g) Enter the following data in the item overview for item 20:
Field Value
I (Item category) W (Material group)

Short Text Spare Parts

Material Group ET##

h) Select item 20 and choose Additional Data.

i) In the additional data, enter a planned delivery time of 5 days and save the contract.

3. Create a contract release order with reference to your value contract. Start the contract
release order from the contract display.
Order the following materials and use the account assignment category K (Cost Center)
for all items and assign the costs to cost center 4110.

© Copyright. All rights reserved. 59

Unit 2: Sources of Supply and Conditions

● 100 warning signs with material number B520–5##. Refer to item 10 of your contract.

● 20 warning signs “Safety Helmet”. There is no material master record for these signs.
Refer to item 10 of your contract.

● 50 pac “Fuse 100A” for EUR 49.90 / pac. Refer to item 20 of your contract.

After you save, make a note of the purchase order number.

PO number:

a) In the SAP Fiori launchpad, start the Display Purchase Contract app from the Purchase
Contract Processing tile group.

b) Enter the number of your contract and choose Overview.

c) On the Display Contract: Item Overview screen, choose Menu → Contract → Follow-On
Functions → Contract Release Order.
Result
This automatically takes you to the purchase order transaction, and you see your
contract in the Document Overview pane.

d) Transfer the contract item 10 twice and item 20 once to the purchase order.

e) Modify the purchase order data using the data shown in the following tables:
Data for item 10

Field Value
A (account assignment category) K

Material B520–5##

PO Quantity 100

Cost Center (Account Assignment tab in 4110

the item details)

Data for item 20

Field Value
A (account assignment category) K

Short Text Warning sign “Safety helmet”

PO Quantity 20

Cost Center (Account Assignment tab in 4110

the item details)

Data for item 30

© Copyright. All rights reserved. 60

 Solution 13: Define a Contract for Material Groups as a Value Contract

Field Value
A (account assignment category) K

Short Text Fuse 100A

PO Quantity 50

Order Unit pac

Net price 49.90

Cost Center (Account Assignment tab in 4110

the item details)

f) Save your entries.

© Copyright. All rights reserved. 61

 Unit 2
Exercise 14
Create a Scheduling Agreement Without
Release Documentation

Business Example
You want to use scheduling agreements to handle the procurement of certain regularly
required materials. For this reason, you must know how to create a scheduling agreement
without release documentation.
Create a scheduling agreement without release documentation.

Note:
To perform this exercise, use the SAP Fiori launchpad.
Always replace the characters ## with the number assigned to you.

1. Create a scheduling agreement without release documentation for supplier T-S52A##,

the 101C purchasing organization, the Z## purchasing group, and the 1010 plant. Use the
LP document type.
The agreement begins as of today’s date and is valid for two years. The contract involves
material T-R5##. The target quantity is 50,000 pieces. You have negotiated a price of
EUR 49 per piece. Deliveries are received into the 101C storage location.
In the additional data for the scheduling agreement item, check the setting for the pricing
date category. Which date is relevant for the valuation of a goods receipt?

Pricing date category:

Save the scheduling agreement and note its number.

Scheduling agreement number:

2. Optional: Display and output the message for the scheduling agreement.

© Copyright. All rights reserved. 62

 Exercise 14: Create a Scheduling Agreement Without Release Documentation

Note:
Unlike for purchase orders, classic message determination (NAST) and not
BRFplus Output Management is active in the training system for scheduling
agreements.

3. Maintain the following scheduling agreement delivery schedule:

The entries refer to workdays and are to be calculated from today.
Delivery Date Scheduled Quantity
<In 3 days> 500

<In 6 days> 600

<In 9 days> 800

<In 12 days> 400

<In 17 days> 600

<In 21 days> 500

What is the total scheduled quantity?

Save the delivery schedules.

4. Display the message for the delivery schedule to be transmitted to the supplier.
Note that to output delivery schedules, you have to use a different app than to output
scheduling agreements. Display the message on the screen in the Print view and send the
message to the supplier.

5. Change any scheduled quantity and then check the new message. Can it be seen from the
message that the scheduled quantity has changed?

© Copyright. All rights reserved. 63

 Unit 2
Solution 14
Create a Scheduling Agreement Without
Release Documentation

Business Example
You want to use scheduling agreements to handle the procurement of certain regularly
required materials. For this reason, you must know how to create a scheduling agreement
without release documentation.
Create a scheduling agreement without release documentation.

Note:
To perform this exercise, use the SAP Fiori launchpad.
Always replace the characters ## with the number assigned to you.

1. Create a scheduling agreement without release documentation for supplier T-S52A##,

the 101C purchasing organization, the Z## purchasing group, and the 1010 plant. Use the
LP document type.
The agreement begins as of today’s date and is valid for two years. The contract involves
material T-R5##. The target quantity is 50,000 pieces. You have negotiated a price of
EUR 49 per piece. Deliveries are received into the 101C storage location.
In the additional data for the scheduling agreement item, check the setting for the pricing
date category. Which date is relevant for the valuation of a goods receipt?

Pricing date category:

Save the scheduling agreement and note its number.

Scheduling agreement number:

a) On the SAP Fiori launchpad, start the Create Scheduling Agreement app from the
Scheduling Agreement Processing tile group.

b) Enter supplier T-S52A##, agreement type LP, purchasing organization 101C,

purchasing group Z##, plant 1010, and storage location 101C. To confirm your entries,
press Enter or choose Overview.

© Copyright. All rights reserved. 64

 Solution 14: Create a Scheduling Agreement Without Release Documentation

c) In the header data, enter the validity end date <today in two years> and choose
Overview.

d) In the item overview, enter material T-R5##, a target quantity of 50000 pieces, and a
net price of EUR 49.

e) Select the item and choose Additional Data.

f) Note that the pricing date category (PR. Date Cat.) is 5 (GR/Post. Date).

g) Choose Save and note the number of your scheduling agreement.

2. Optional: Display and output the message for the scheduling agreement.

Note:
Unlike for purchase orders, classic message determination (NAST) and not
BRFplus Output Management is active in the training system for scheduling
agreements.

a) On the SAP Fiori launchpad, start the Print Scheduling Agreements app from the
Scheduling Agreement Processing tile group.

b) Enter the number of you scheduling agreement and choose Execute.

c) On the Message Output window, select the line with the message NEU for your
scheduling agreement and choose Display Message.

d) On the Print Preview window, choose Exit.

e) On the Message Output window, select the line with the message NEU again and
choose Output Message.

3. Maintain the following scheduling agreement delivery schedule:

The entries refer to workdays and are to be calculated from today.
Delivery Date Scheduled Quantity
<In 3 days> 500

<In 6 days> 600

<In 9 days> 800

<In 12 days> 400

<In 17 days> 600

<In 21 days> 500

What is the total scheduled quantity?

Save the delivery schedules.

© Copyright. All rights reserved. 65

Unit 2: Sources of Supply and Conditions

a) On the SAP Fiori launchpad, start the Manage SA Delivery Schedule app from the
Scheduling Agreement Processing tile group.

b) Enter your scheduling agreement number and choose Overview.

c) Select the item and choose Delivery Schedule.

d) Enter the dates and quantities specified in the table and confirm your entries.

e) Confirm all warning messages.

f) Note that the total scheduled quantity is 3,400 pieces.

g) Save the delivery schedules.

4. Display the message for the delivery schedule to be transmitted to the supplier.
Note that to output delivery schedules, you have to use a different app than to output
scheduling agreements. Display the message on the screen in the Print view and send the
message to the supplier.
a) On the SAP Fiori launchpad, start the Print Scheduling Agreement Releases app from
the Scheduling Agreement Processing tile group.

b) Enter your scheduling agreement number and choose Execute.

c) Select the LPET message item and choose Display Message.

d) To close the print preview, choose Exit or Back.

e) Select the item again and choose Output Message.

5. Change any scheduled quantity and then check the new message. Can it be seen from the
message that the scheduled quantity has changed?
a) On the SAP Fiori launchpad, start the Manage SA Delivery Schedule app from the
Scheduling Agreement Processing tile group.

b) Enter your scheduling agreement number and confirm your entry.

c) Select the item and choose Delivery Schedule.

d) Change any given delivery schedule and save your entry.

e) On the SAP Fiori launchpad, start the Print Scheduling Agreement Releases app from
the Scheduling Agreement Processing tile group.

f) Enter your scheduling agreement number and choose Execute.

g) Select the item and choose Display Message.

Result
From the message, you can see which schedule line has changed, and what has been
changed.

© Copyright. All rights reserved. 66

 Unit 2
Exercise 15
Create a Scheduling Agreement with Release
Documentation

Business Example
You want to use scheduling agreements to handle the procurement of certain regularly
required materials. For this reason, you must know how to create a scheduling agreement
with release documentation.

Note:
To perform this exercise, use the SAP Fiori launchpad.
Always replace the characters ## with the number assigned to you.

1. Check whether the JIT delivery schedule indicator is set in the Purchasing view of material
T-R2## in plant 1010. If it is not, set the indicator it.

2. Create a scheduling agreement with release documentation using the following data:
Field Value
Supplier S520–4##

Agreement Type LPA

Purch. Organization 101C

Purchasing Group Z##

Plant 1010

Storage Location 101C

Material T-R2##

Targ. Qty 100000 pieces

Net Price EUR 1.90

The agreement begins as of today’s date and is valid for two years. Before saving the
scheduling agreement, branch to the additional data and enter release creation profile
Z001. Also check whether the JIT delivery schedule indicator has been adopted from the
material master record.
In the additional data, enter the planned delivery time of five days. Then save the
scheduling agreement and note its number.
Scheduling agreement number: ______________________________________________

3. Maintain the following scheduling agreement delivery schedule:

© Copyright. All rights reserved. 67

Unit 2: Sources of Supply and Conditions

The entries refer to workdays and are to be calculated from today.

Delivery Date Scheduled Quantity

<In 2 days> 500

<In 3 days> 200

<In 6 days> 700

<In 7 days> 200

<In 8 days> 300

<In 9 days> 300

<In 15 days> 1000

<In 16 days> 200

What is the total scheduled quantity?

Save the delivery schedules.

4. From within scheduling agreement delivery schedule maintenance, generate a forecast

(FRC) delivery schedule.
Branch to the release documentation for your scheduling agreement item and display the
transmission details. On the Creation/Transmission tab page, you can view the release
creation profile that has been assigned to the scheduling agreement item.

Creation profile:

Display the release creation profile details and determine the settings for forecast delivery
schedules.

Week-based aggregation in workdays:

Display the consolidation of the schedule lines in your forecast delivery schedule.

© Copyright. All rights reserved. 68

 Exercise 15: Create a Scheduling Agreement with Release Documentation

Which delivery schedules will be sent to the supplier?

Do not save yet. Remain in the delivery schedule maintenance for the next subtask.

5. Within scheduling agreement delivery schedule maintenance, generate a JIT delivery

schedule.
Branch to the release documentation for your scheduling agreement item and display the
release creation profile details. Also, determine the settings for JIT delivery schedules.

Day-based aggregation in workdays:

Display the consolidation of the schedule lines in your JIT delivery schedule.

Which schedule lines have not been taken into account in the JIT delivery schedule?

Save your releases.

6. Output your forecast delivery schedule and your JIT delivery schedule. In the Print
Preview, ensure that the delivery schedules are output exactly as you determined.

© Copyright. All rights reserved. 69

 Unit 2
Solution 15
Create a Scheduling Agreement with Release
Documentation

Business Example
You want to use scheduling agreements to handle the procurement of certain regularly
required materials. For this reason, you must know how to create a scheduling agreement
with release documentation.

Note:
To perform this exercise, use the SAP Fiori launchpad.
Always replace the characters ## with the number assigned to you.

1. Check whether the JIT delivery schedule indicator is set in the Purchasing view of material
T-R2## in plant 1010. If it is not, set the indicator it.
a) On the SAP Fiori launchpad, start the Change Material app from the Material Master
tile group.

b) Enter material T-R2## and choose Select View(s).

c) Select the Purchasing view and choose Org. Levels.

d) Enter plant 1010 and choose (Continue).

e) Note that the JIT Delivery field on the Purchasing tab page of the material master
record must have the value 1 to be able to generate both forecast and JIT delivery
schedule.

f) If the field is empty, enter 1 (Automatically) and save the change. Otherwise, exit the
transaction without changes.

2. Create a scheduling agreement with release documentation using the following data:
Field Value
Supplier S520–4##

Agreement Type LPA

Purch. Organization 101C

Purchasing Group Z##

Plant 1010

Storage Location 101C

Material T-R2##

© Copyright. All rights reserved. 70

 Solution 15: Create a Scheduling Agreement with Release Documentation

Field Value
Targ. Qty 100000 pieces

Net Price EUR 1.90

The agreement begins as of today’s date and is valid for two years. Before saving the
scheduling agreement, branch to the additional data and enter release creation profile
Z001. Also check whether the JIT delivery schedule indicator has been adopted from the
material master record.
In the additional data, enter the planned delivery time of five days. Then save the
scheduling agreement and note its number.
Scheduling agreement number: ______________________________________________
a) On the SAP Fiori launchpad, start the Create Scheduling Agreement app from the
Scheduling Agreement Processing tile group.

b) Enter supplier S520–4##, agreement type LPA, purchasing organization 101C,

purchasing group Z##, plant 1010, and storage location 101C. To confirm your entries,
press Enter.

c) In the header data, enter the validity end date <today in two years> and choose
Overview.

d) In the item overview, enter material T-R2##, a target quantity of 100000 pieces, and a
net price of EUR 1.90.

e) Select the item and choose Additional Data.

f) In the Administration screen area, enter a planned delivery time of 5 days.

g) In the Output Control screen area, enter creation profile Z001.

h) Save your scheduling agreement.

3. Maintain the following scheduling agreement delivery schedule:

The entries refer to workdays and are to be calculated from today.

Delivery Date Scheduled Quantity

<In 2 days> 500

<In 3 days> 200

<In 6 days> 700

<In 7 days> 200

<In 8 days> 300

<In 9 days> 300

<In 15 days> 1000

<In 16 days> 200

© Copyright. All rights reserved. 71

Unit 2: Sources of Supply and Conditions

What is the total scheduled quantity?

The total scheduled quantity is 3,400 pieces.

Save the delivery schedules.

a) On the SAP Fiori launchpad, start the Manage SA Delivery Schedule app from the
Scheduling Agreement Processing tile group.

b) Enter your scheduling agreement number and choose Overview.

c) Select the item and choose Delivery Schedule.

d) Enter the dates and quantities specified in the table above and confirm your entries.

e) Confirm all warning messages.

f) Save the delivery schedules.

4. From within scheduling agreement delivery schedule maintenance, generate a forecast

(FRC) delivery schedule.
Branch to the release documentation for your scheduling agreement item and display the
transmission details. On the Creation/Transmission tab page, you can view the release
creation profile that has been assigned to the scheduling agreement item.

Creation profile:

Z001

Display the release creation profile details and determine the settings for forecast delivery
schedules.

Week-based aggregation in workdays:

Week-based aggregation in workdays is 20.

Display the consolidation of the schedule lines in your forecast delivery schedule.

Which delivery schedules will be sent to the supplier?

All schedule lines have been aggregated on a weekly basis and are transmitted to the
supplier.

Do not save yet. Remain in the delivery schedule maintenance for the next subtask.
a) On the SAP Fiori launchpad, start the Manage SA Delivery Schedule app from the
Scheduling Agreement Processing tile group.

© Copyright. All rights reserved. 72

 Solution 15: Create a Scheduling Agreement with Release Documentation

b) Enter your scheduling agreement number and choose Overview.

c) Select the item and choose Menu → Edit → Generate Forc. Schd..
Result
You receive the following message:
Forecast schedule release generated against scheduling agreement

d) Select the item and choose Menu → Item → SA Release Docu. oder the SA Release
Docu. button.
In the upper part of the Overview: Releases Against Sched. Agreement ... screen, on the
Creation/Transmission tab page, you can see that creation profile Z001 has been
assigned to the item.

e) Choose (Profile details).

On the Details on Profile dialog window, you obtain information about the week-based
aggregation in workdays on the Aggregation Horizons tab page.

f) Choose Exit, to close the Details on Profile dialog window.

g) Select Rel. No. (release number) 1 in the FRC Scheds table (table on the right) and
choose Sched. lines/release to view information about schedule lines.

h) Remain in the delivery schedule maintenance for the next subtask.

5. Within scheduling agreement delivery schedule maintenance, generate a JIT delivery

schedule.
Branch to the release documentation for your scheduling agreement item and display the
release creation profile details. Also, determine the settings for JIT delivery schedules.

Day-based aggregation in workdays:

Day-based aggregation in workdays is 10.

Display the consolidation of the schedule lines in your JIT delivery schedule.

Which schedule lines have not been taken into account in the JIT delivery schedule?

Delivery schedules after the 10th workday are no longer included and, therefore, are not
transmitted to the supplier.

Save your releases.

a) Return to the Maintain Sch. Agmt Schedule: Item Overview screen, and choose
Menu → Edit → Generate JIT Sched.
Result
You receive the following message:
JIT delivery schedule created under scheduling agreement

b) Select the item and choose SA Release Docu.

© Copyright. All rights reserved. 73

Unit 2: Sources of Supply and Conditions

c) In the upper part of the Overview: Releases Against Sched. Agreement ... screen, on the
Creation/Transmission tab page, choose (Profile details).
On the Details on Profile dialog window, you obtain information about the day-based
aggregation in workdays on the Aggregation Horizons tab page.

d) Choose Exit, to close the dialog window.

e) Select Rel. No. 1 in the JIT Scheds table (table on the left) and choose Sched. lines/
release.

f) Return to the delivery schedule overview and save the delivery schedules.

6. Output your forecast delivery schedule and your JIT delivery schedule. In the Print
Preview, ensure that the delivery schedules are output exactly as you determined.
a) On the SAP Fiori launchpad, start the Print Scheduling Agreement Releases app from
the Scheduling Agreement Processing tile group.

b) Enter your scheduling agreement number and clear all other fields. Choose Execute.

Hint:
The forecast delivery schedule has the LPH1 message type, and the JIT
delivery schedule has the LPJ1 message type.

c) Select the first item (LPH1 message type) and choose Display Message.
Result
All delivery schedules are displayed aggregated on a weekly basis.

d) Go back, select the item again and choose Output Message.

e) Select the second item (LPJ1 message type) and choose Display Message.
Result
Only those delivery schedules within the next 10 workdays are displayed on a daily
basis.

f) Go back, select the item again and choose Output Message.

© Copyright. All rights reserved. 74

 Unit 3
Exercise 16
Create Purchase Requisition with Source
Determination - No Source List Available

Create purchase requisitions with source determination. No source list is available.

Note:
This exercise uses data to be created in the exercises in unit 1. Make sure that you
have completed all relevant exercises.
To perform this exercise, you use the SAP Fiori launchpad.
Always replace the characters ## with the number assigned to you.

1. 20 pieces of material T-FZ1## are needed in the 1010 plant. Create a purchase requisition
for this requirement. Use the Create Purchase Requisition – Advanced app and ensure that
the Source Determination checkbox is selected.

Has a source of supply been assigned to the purchase requisition item?

Save your purchase requisition.

2. Create a plant-specific info record with the following data:

Field Value
Supplier S520–0##

Material T-FZ1##

Purchasing Org 101C

Plant 1010

Purch. Group Z##

Pl. Deliv. Time (planned delivery time) 10 (days)

Standard Qty 100

Net Price 299

3. A further 100 pieces of material T-FZ1## are needed in the 1010 plant. Create a purchase
requisition for this requirement as well. Use the Create Purchase Requisition – Advanced
app and ensure that the Source Determination checkbox is selected.

© Copyright. All rights reserved. 75

Unit 3: Source Determination

Has a source of supply now been assigned to the purchase requisition item?

Save your purchase requisition.

4. Create a second info record with the following data:

Field Value
Supplier S520–1##

Material T-FZ1##

Purchasing Org. 101C

Plant 1010

Purch. Group Z##

Pl. Deliv. Time (planned delivery time) 14 (days)

Standard Qty 100 (PC)

Net Price EUR 289

5. A further 100 pc of material T-FZ1## are needed in the 1010 plant. Create a purchase
requisition for this requirement. Use the Create Purchase Requisition – Advanced app and
ensure that the Source Determination checkbox is selected.
Analyze the result of the automatic source determination process.
If no unique assignment of a source of supply has been made, assign the source with the
lowest effective price to the item. Then save your purchase requisition.

© Copyright. All rights reserved. 76

 Unit 3
Solution 16
Create Purchase Requisition with Source
Determination - No Source List Available

Create purchase requisitions with source determination. No source list is available.

Note:
This exercise uses data to be created in the exercises in unit 1. Make sure that you
have completed all relevant exercises.
To perform this exercise, you use the SAP Fiori launchpad.
Always replace the characters ## with the number assigned to you.

1. 20 pieces of material T-FZ1## are needed in the 1010 plant. Create a purchase requisition
for this requirement. Use the Create Purchase Requisition – Advanced app and ensure that
the Source Determination checkbox is selected.

Has a source of supply been assigned to the purchase requisition item?

Save your purchase requisition.

a) On the SAP Fiori launchpad, start the Create Purchase Requisition – Advanced app
from the Purchase Requisition Processing tile group.

b) Check that the Source Determination checkbox is selected in the header data.

c) In the item overview, enter material T-FZ1##, quantity 20, and plant 1010. Confirm
your entries.
Result
The following message appears:
Not possible to assign a source of supply

d) Save the purchase requisition.

2. Create a plant-specific info record with the following data:

Field Value
Supplier S520–0##

Material T-FZ1##

Purchasing Org 101C

Plant 1010

© Copyright. All rights reserved. 77

Unit 3: Source Determination

Field Value
Purch. Group Z##

Pl. Deliv. Time (planned delivery time) 10 (days)

Standard Qty 100

Net Price 299

a) On the SAP Fiori launchpad, start the Create Purchasing Info Record app from the
Source of Supply Management tile group.

Note:
You can also use the Manage Purchasing Info Records app for this task.

b) Enter supplier S520–0##, material T-FZ1##, purchasing organization 101C, and plant
1010. Confirm your entries.

c) Choose the Purch. Org. Data 1 button.

d) Enter a planned delivery time of 10 days, purchasing group Z##, a standard quantity of
100 pieces, and a net price of EUR 299.

e) Save the info record.

3. A further 100 pieces of material T-FZ1## are needed in the 1010 plant. Create a purchase
requisition for this requirement as well. Use the Create Purchase Requisition – Advanced
app and ensure that the Source Determination checkbox is selected.

Has a source of supply now been assigned to the purchase requisition item?

Yes, the system assigns your info record for supplier S520–0## as a source of supply to
the purchase requisition.

Save your purchase requisition.

a) On the SAP Fiori launchpad, start the Create Purchase Requisition – Advanced app
from the Purchase Requisition Processing tile group.

b) In the item overview, enter material T-FZ1##, quantity 100, and plant 1010. Confirm
your entries.

c) To check whether a source of supply has been determined, choose the Source of
Supply tab page in the item details.

d) Save the purchase requisition.

4. Create a second info record with the following data:

Field Value
Supplier S520–1##

Material T-FZ1##

© Copyright. All rights reserved. 78

 Solution 16: Create Purchase Requisition with Source Determination - No Source List Available

Field Value
Purchasing Org. 101C

Plant 1010

Purch. Group Z##

Pl. Deliv. Time (planned delivery time) 14 (days)

Standard Qty 100 (PC)

Net Price EUR 289

a) On the SAP Fiori launchpad, start the Create Purchasing Info Record app from the
Source of Supply Management tile group.

Note:
You can also use the Manage Purchasing Info Records app for this task.

b) Enter supplier S520–1##, material T-FZ1##, purchasing organization 101C, and plant
1010. Confirm your entries.

c) Choose the Purch. Org. Data 1 button.

d) Enter a planned delivery time of 14 days, purchasing group Z##, a standard quantity of
100, and a net price of EUR 289.

e) Save the info record.

5. A further 100 pc of material T-FZ1## are needed in the 1010 plant. Create a purchase
requisition for this requirement. Use the Create Purchase Requisition – Advanced app and
ensure that the Source Determination checkbox is selected.
Analyze the result of the automatic source determination process.
If no unique assignment of a source of supply has been made, assign the source with the
lowest effective price to the item. Then save your purchase requisition.
a) On the SAP Fiori launchpad, start the Create Purchase Requisition – Advanced app
from the Purchase Requisition Processing tile group.

b) In the item overview, enter material T-FZ1##, a quantity of 100, and plant 1010.
Confirm your entries.
Result
The system automatically branches to the Source of Supply tab page. Also, a message
to choose a source of supply appears. The system cannot uniquely assign a source of
supply because there are several equally suitable sources.

c) Choose Price Simulation/All. Select the Effective Price checkbox and choose Continue.

d) From the price simulation, you see that the source corresponding to supplier S520–
1## is the most favorable. Go back to the purchase requisition and assign this source
of supply to the item by selecting the row for supplier S520–1##.
You can recognize the assigned source of supply by the Green Traffic Light icon.

e) Save the purchase requisition.

© Copyright. All rights reserved. 79

 Unit 3
Exercise 17
Create Purchase Requisition with Source
Determination - Source List Available

Create purchase requisitions with source determination. Source list is available.

Note:
This exercise uses data to be created in the exercises in unit 1 and in this unit.
Make sure that you have completed all relevant exercises.
To perform this exercise, use the SAP Fiori launchpad.
Always replace the characters ## with the number assigned to you.

1. Generate source list records for your material T-FZ1## for plant 1010. The validity period
of the source list records begins with today’s date and ends on December 31 of next year.
Define supplier S520-1## as the fixed source. Use the Manage Source Lists app for this
exercise.

2. To check your settings, create a further purchase requisition for material T-FZ1## in the
1010 plant. Another 100 pieces are needed. Ensure that the Source Determination
checkbox is selected. To perform this task, use the Create Purchase Requisition –
Advanced app.

Has a source of supply been assigned to the purchase requisition item?

© Copyright. All rights reserved. 80

 Unit 3
Solution 17
Create Purchase Requisition with Source
Determination - Source List Available

Create purchase requisitions with source determination. Source list is available.

Note:
This exercise uses data to be created in the exercises in unit 1 and in this unit.
Make sure that you have completed all relevant exercises.
To perform this exercise, use the SAP Fiori launchpad.
Always replace the characters ## with the number assigned to you.

1. Generate source list records for your material T-FZ1## for plant 1010. The validity period
of the source list records begins with today’s date and ends on December 31 of next year.
Define supplier S520-1## as the fixed source. Use the Manage Source Lists app for this
exercise.
a) On the SAP Fiori launchpad, start the Manage Source Lists app from the Source of
Supply Management tile group.

b) Choose Create.

c) Enter the material T-FZ1## and plant 1010.

d) Choose Generate.

e) Enter the validity period from <today> to <December 31, next year>.

f) Choose Go.

g) Select all items, choose Replace Existing, and confirm the warning.

h) Change the status for the line with supplier S520-1## to Fixed Status (Fixed).

i) Choose Create to save the source list.

2. To check your settings, create a further purchase requisition for material T-FZ1## in the
1010 plant. Another 100 pieces are needed. Ensure that the Source Determination
checkbox is selected. To perform this task, use the Create Purchase Requisition –
Advanced app.

Has a source of supply been assigned to the purchase requisition item?

Yes, the system has assigned your info record for supplier S520-1## as a source of supply
to the purchase requisition.

© Copyright. All rights reserved. 81

Unit 3: Source Determination

a) On the SAP Fiori launchpad, start the Create Purchase Requisition - Advanced app
from the Purchase Requisition Processing tile group.

b) In the item overview, enter material T-FZ1##, a quantity of 100, and plant 1010. Press
Enter to confirm your entries.

c) Choose the Source of Supply tab in the item details.

d) Save the purchase requisition.

© Copyright. All rights reserved. 82

 Unit 3
Exercise 18
Test Source Determination Using Source Lists
During the Planning Run

Business Example
Some of your materials have more than one possible source of supply. You manage these
sources using source lists. For this reason, you must know how to use source lists for the
planning run.
Create purchase requisitions in the planning run.

Note:
This exercise uses data to be created in the exercises in unit 1 and in this unit.
Make sure that you have completed all relevant exercises.
To perform this exercise, use the SAP Fiori launchpad.
Always replace the characters ## with the number assigned to you.

1. Change the materials planning settings (MRP 1 and MRP 2) for material T-FZ1## in the
1010 plant as follows:
Field Value
Lot Sizing Procedure ES

Safety Stock 1000

2. Carry out an individual planning run for material T-FZ1## in the 1010 plant. Use the Check
Material Coverage app from the S4520 tile group.
Display the details for the generated procurement element.

Has a source of supply been assigned to the purchase requisition?

3. Change the source list for material T-FZ1## and plant 1010. Mark the info record for
supplier S520-0## as relevant to MRP. Use the Manage Source Lists app for this task.
To perform this task, use the SAP Fiori launchpad.

4. Carry out an individual planning run for material T-FZ1## in the 1010 plant again. Use the
Check Material Coverage app from the S4520 tile group.
Display the details for the generated procurement element.

© Copyright. All rights reserved. 83

Unit 3: Source Determination

Has a source of supply now been assigned to the purchase requisition?

© Copyright. All rights reserved. 84

 Unit 3
Solution 18
Test Source Determination Using Source Lists
During the Planning Run

Business Example
Some of your materials have more than one possible source of supply. You manage these
sources using source lists. For this reason, you must know how to use source lists for the
planning run.
Create purchase requisitions in the planning run.

Note:
This exercise uses data to be created in the exercises in unit 1 and in this unit.
Make sure that you have completed all relevant exercises.
To perform this exercise, use the SAP Fiori launchpad.
Always replace the characters ## with the number assigned to you.

1. Change the materials planning settings (MRP 1 and MRP 2) for material T-FZ1## in the
1010 plant as follows:
Field Value
Lot Sizing Procedure ES

Safety Stock 1000

a) In the SAP Fiori launchpad, start the Change Material app from the Material Master tile
group.

b) Enter material number T-FZ1## and choose the Select View(s) button.

c) Select the MRP 1 and MRP 2 views, and choose the Org. Levels button.

d) Enter plant 1010 and choose (Continue).

e) On the MRP 1 tab page, change the lot sizing procedure to ES (Lot-for-lot with
splitting).

f) Choose the MRP 2 tab page. Enter a safety stock of 1000.

g) Save your changes.

2. Carry out an individual planning run for material T-FZ1## in the 1010 plant. Use the Check
Material Coverage app from the S4520 tile group.
Display the details for the generated procurement element.

© Copyright. All rights reserved. 85

Unit 3: Source Determination

Has a source of supply been assigned to the purchase requisition?

No vendor is assigned to the purchase requisition.

a) On the SAP Fiori launchpad, start the Check Material Coverage app from the S4520 tile
group.

b) Enter material T-FZ1##, plant 1010, and choose OK.

c) On the Manage Material Coverage screen, choose Start MRP Run.

d) Observe that the following message is displayed:

MRP run completed

e) To check whether a source of supply has been assigned to the purchase requisition
generated by the planning run, click on the number of this purchase requisition.
You can recognize the purchase requisition that the system generated because it does
not have the lock symbol ( ) in the data for the MRP element to indicate that the
purchase requisition is fixed. If you have completed the tasks in the previous lesson, it
should have a quantity of 680.

3. Change the source list for material T-FZ1## and plant 1010. Mark the info record for
supplier S520-0## as relevant to MRP. Use the Manage Source Lists app for this task.
To perform this task, use the SAP Fiori launchpad.
a) In the SAP Fiori launchpad, start the Manage Source Lists app from the Source of
Supply Management tile group.

b) If necessary, expand the header. Enter material T-FZ1##, plant 1010 and choose Go.

c) Click on the arrow on the right side for any of the displayed lines.

d) Choose Edit.

e) For supplier S520-0##, in the Materials Planning column, select the value Record
relevant to MRP (1) and choose Save.

4. Carry out an individual planning run for material T-FZ1## in the 1010 plant again. Use the
Check Material Coverage app from the S4520 tile group.
Display the details for the generated procurement element.

Has a source of supply now been assigned to the purchase requisition?

Vendor S520-0## is assigned to the purchase requisition.

a) On the SAP Fiori launchpad, start the Check Material Coverage app from the S4520 tile
group.

b) Enter material T-FZ1##, plant 1010, and choose OK.

c) On the Manage Material Coverage screen, choose Start MRP Run.

© Copyright. All rights reserved. 86

 Solution 18: Test Source Determination Using Source Lists During the Planning Run

d) Observe that the following message is displayed:

MRP run completed

e) To check whether a source of supply has been assigned to the purchase requisition
generated by the planning run, click on the number of this purchase requisition.
You can recognize the purchase requisition that the system generated because it does
not have the lock symbol ( ) in the data for the MRP element to indicate that the
purchase requisition is fixed. If you have completed the tasks in the previous lesson, it
should have a quantity of 680.

© Copyright. All rights reserved. 87

 Unit 3
Exercise 19
Test Source Determination with Quota
Arrangements

Business Example
For some of your materials, you want to automatically distribute the requirements among
several sources of supply. For this reason, you must know how to create a quota arrangement
for these materials.
Automatically determine the source of supply using a quota arrangement.

Note:
This exercise uses data to be created in the exercises in unit 1 and in this unit.
Make sure that you have completed all relevant exercises.
To perform this task, use the SAP Fiori launchpad.
Always replace the characters ## with the number assigned to you.

1. Create a quota arrangement for material T-FZ1## and plant 1010. The quota arrangement
is to be valid from today until the end of next year. Assign the quota 2 to your supplier
S520-0## and the quota 1 to your second supplier S520-1##. The quota arrangement is
to be valid for external procurement.
Use the SAP Fiori app, Manage Quota Arrangements, for this exercise.

2. Create a purchase requisition with two items, 50 pieces and 20 pieces of material T-
FZ1##, for plant 1010. Use the Create Purchase Requisition - Advanced app and ensure
that the Source Determination checkbox is selected.

Did the system assign a source to the first item? If so, which one?

Did the system assign a source to the second item? If so, which one, and why was this
particular source assigned?

Save your purchase requisition.

© Copyright. All rights reserved. 88

 Exercise 19: Test Source Determination with Quota Arrangements

Note:
For this exercise, you can also use the Manage Purchase Requisitions -
Professional app. When you use this app, it can happen that the automatically
determined source of supply is only displayed in an item after saving.

3. Display the quota arrangement for the material T-FZ1## in the 1010 plant.
What is the quota-allocated quantity for the individual suppliers?

Supplier S520-0##:

Supplier S520-1##:

© Copyright. All rights reserved. 89

 Unit 3
Solution 19
Test Source Determination with Quota
Arrangements

Business Example
For some of your materials, you want to automatically distribute the requirements among
several sources of supply. For this reason, you must know how to create a quota arrangement
for these materials.
Automatically determine the source of supply using a quota arrangement.

Note:
This exercise uses data to be created in the exercises in unit 1 and in this unit.
Make sure that you have completed all relevant exercises.
To perform this task, use the SAP Fiori launchpad.
Always replace the characters ## with the number assigned to you.

1. Create a quota arrangement for material T-FZ1## and plant 1010. The quota arrangement
is to be valid from today until the end of next year. Assign the quota 2 to your supplier
S520-0## and the quota 1 to your second supplier S520-1##. The quota arrangement is
to be valid for external procurement.
Use the SAP Fiori app, Manage Quota Arrangements, for this exercise.
a) In the SAP Fiori launchpad, start the Manage Quota Arrangements app from the Source
of Supply Management tile group.

b) Choose Create.

c) Enter material T–FZ1##, plant 1010, and the validity period <today> to <December
31 next year>.

d) In the Quota Arrangement Items area, choose Create.

e) Select type External Procurement, special procurement 0 (Standard external

procurement), and enter supplier S520-0##.

f) Choose Apply.

g) In the Quota Arrangement Items area, choose Create again.

h) Select type External Procurement, special procurement 0 (Standard external

procurement), and enter supplier S520–1##.

i) Choose Apply.

© Copyright. All rights reserved. 90

 Solution 19: Test Source Determination with Quota Arrangements

j) In the Quota Arrangement Items list, enter quota 2 for supplier S520-0## and quota 1
for supplier S520-1##.

k) Choose Create to save your quota arrangement.

2. Create a purchase requisition with two items, 50 pieces and 20 pieces of material T-
FZ1##, for plant 1010. Use the Create Purchase Requisition - Advanced app and ensure
that the Source Determination checkbox is selected.

Did the system assign a source to the first item? If so, which one?

The info record for supplier S520-0## is assigned to the first item.

Did the system assign a source to the second item? If so, which one, and why was this
particular source assigned?

The info record for supplier S520-1## is assigned to the second item. The source
assignment is based on the quota arrangement set up for material T-FZ1##.

Save your purchase requisition.

Note:
For this exercise, you can also use the Manage Purchase Requisitions -
Professional app. When you use this app, it can happen that the automatically
determined source of supply is only displayed in an item after saving.

a) In the SAP Fiori launchpad, start Create Purchase Requisition - Advanced app from the
Purchase Requisition Processing tile group.

b) In the first line of the item overview, enter material T-FZ1##, a quantity of 50, and
plant 1010. Press Enter to confirm your entries.

c) Choose the Source of Supply tab in the item detail.

d) In the second line of the item overview, enter material T-FZ1##, a quantity of 20, and
plant 1010. Confirm your entries.

e) Choose the Source of Supply tab in the item detail for the second item.
After the first item has been created, the quota-allocated quantity for supplier
S520-0## increases to 50 pieces. The quota rating for supplier S520-0## now
amounts to 25. Since the quota-allocated quantity (and thus also the quota rating) for
supplier S520-1## prior to the creation of the second item is still 0, this item is
assigned to supplier S520-1##.

f) Save the data.

3. Display the quota arrangement for the material T-FZ1## in the 1010 plant.
What is the quota-allocated quantity for the individual suppliers?

© Copyright. All rights reserved. 91

Unit 3: Source Determination

Supplier S520-0##:

The quota-allocated quantity for supplier S520-0## is 50 pieces.

Supplier S520-1##:

The quota-allocated quantity for supplier S520-1## is 20 pieces.

a) In the SAP Fiori launchpad, start the Manage Quota Arrangements app from the Source
of Supply Management tile group.

b) Enter the material T-FZ1## and plant 1010 and choose Go.

c) To see the allocated quantities, click on the arrow on the right side of the item.
The allocated quantity is 50 for supplier S520-0## and 20 for supplier S520-1##.

© Copyright. All rights reserved. 92

 Unit 3
Exercise 20
Test Source Determination with Quota
Arrangements in the Planning Run

Business Example
For some of your materials, you want to automatically distribute the requirements among
several sources of supply. For this reason, you must know how to use source determination
with a quota arrangement in the planning run.

Note:
This exercise uses data to be created in the exercises in unit 1 and in this unit.
Make sure that you have completed all relevant exercises.
To perform this task, use the SAP Fiori launchpad.
Always replace the characters ## with the number assigned to you.

1. Carry out an individual planning run for material T-FZ1## in the 1010 plant. Use the Check
Material Coverage app from the S4520 tile group.
Analyze the result of the planning run.

Have new procurement elements been generated? If so, have sources been assigned?

© Copyright. All rights reserved. 93

 Unit 3
Solution 20
Test Source Determination with Quota
Arrangements in the Planning Run

Business Example
For some of your materials, you want to automatically distribute the requirements among
several sources of supply. For this reason, you must know how to use source determination
with a quota arrangement in the planning run.

Note:
This exercise uses data to be created in the exercises in unit 1 and in this unit.
Make sure that you have completed all relevant exercises.
To perform this task, use the SAP Fiori launchpad.
Always replace the characters ## with the number assigned to you.

1. Carry out an individual planning run for material T-FZ1## in the 1010 plant. Use the Check
Material Coverage app from the S4520 tile group.
Analyze the result of the planning run.

Have new procurement elements been generated? If so, have sources been assigned?

Two purchase requisitions were generated with quantities in a 2:1 ratio. S520-0## and
S520-1## were determined as vendors. You can recognize both purchase requisitions by
the fact that they do not have a "lock" symbol. The requirement has been split according
to the predefined quotas in the ratio 2:1, because an MRP lot size with splitting has been
defined in the MRP data of the material master record.

a) On the SAP Fiori launchpad, start the Check Material Coverage app from the S4520 tile
group.

b) Enter material T-FZ1##, plant 1010, and choose OK.

c) On the Manage Material Coverage screen, choose Start MRP Run.

d) Observe that the following message is displayed:

MRP run completed
Two purchase requisitions have been generated.

e) To check whether a source of supply has been assigned to the purchase requisitions
generated by the planning run, click on the number of a purchase requisition.

© Copyright. All rights reserved. 94

 Solution 20: Test Source Determination with Quota Arrangements in the Planning Run

You can recognize the purchase requisitions that the system generated because it
does not have the lock symbol ( ).

© Copyright. All rights reserved. 95

 Unit 3
Exercise 21
Test Stock Transfer with Quota Arrangements

Note:
This exercise uses data to be created in the exercises in unit 1 and in this unit.
Make sure that you have completed all relevant exercises.
To perform this task, use the SAP Fiori launchpad.
Always replace the characters ## with the number assigned to you.

1. Material T-FZ1## can also be purchased from plant 1020. Fifty percent of your
requirements in plant 1010 are to be purchased from plant 1020. To trigger the transfer of
material from plant 1020, a requisition with item category U (Stock transfer) is to be
generated during the requirements planning run.
Change the quota arrangement for the material T-FZ1## and plant 1010 to achieve this
goal.

Which quota must be assigned to the 1020 plant?

2. Test your settings by carrying out a single-item planning for material T-FZ1## in the 1010
plant. Use the Check Material Coverage app from the S4520 tile group.
Analyze the result of the planning run.

© Copyright. All rights reserved. 96

 Unit 3
Solution 21
Test Stock Transfer with Quota Arrangements

Note:
This exercise uses data to be created in the exercises in unit 1 and in this unit.
Make sure that you have completed all relevant exercises.
To perform this task, use the SAP Fiori launchpad.
Always replace the characters ## with the number assigned to you.

1. Material T-FZ1## can also be purchased from plant 1020. Fifty percent of your
requirements in plant 1010 are to be purchased from plant 1020. To trigger the transfer of
material from plant 1020, a requisition with item category U (Stock transfer) is to be
generated during the requirements planning run.
Change the quota arrangement for the material T-FZ1## and plant 1010 to achieve this
goal.

Which quota must be assigned to the 1020 plant?

a) On the SAP Fiori launchpad, start the Manage Quota Arrangements app from the
Source of Supply Management tile group.

b) Enter material T-FZ1## and plant 1010 and choose Go.

c) Click on the arrow on the right side of the item.

d) Choose Edit.

e) Choose Create.

f) Select type External Procurement, special procurement 7 (Stock Transfer), and enter
procurement plant 1020.

g) Choose Apply.

h) In the Quota Arrangement Items list, enter 3 as Quota for procurement plant 1020 and
save the quota arrangement.

Hint:
When you work with quota arrangements, you do not have to use the
special procurement type for stock transfer in the material master record.

© Copyright. All rights reserved. 97

Unit 3: Source Determination

2. Test your settings by carrying out a single-item planning for material T-FZ1## in the 1010
plant. Use the Check Material Coverage app from the S4520 tile group.
Analyze the result of the planning run.
a) On the SAP Fiori launchpad, start the Check Material Coverage app from the S4520 tile
group.

b) Enter material T-FZ1##, plant 1010, and choose OK.

c) On the Manage Material Coverage screen, choose Start MRP Run.

d) Observe that the following message is displayed:

MRP run completed
Three purchase requisitions have been generated. Look at the details for the purchase
requisitions generated as a result of the planning. Examine only those purchase
requisitions that do not have the lock icon.
In the Additional Information column you can see that the 1020 plant has been
assigned to one requisition item as the supplying plant. The requisition item was
generated with the U item category. The quantity of this purchase requisition has to
equal the sum of both of the other purchase requisitions without fixing indicators.

© Copyright. All rights reserved. 98

 Unit 3
Exercise 22
Test Source Determination

Note:
This exercise uses data to be created in the exercises in unit 1 and 2 and in this
unit. Make sure that you have completed all relevant exercises.
To perform this task, use the SAP Fiori launchpad.
Always replace the characters ## with the number assigned to you.

1. In the 1010 plant, you need the materials listed below. Create an appropriate purchase
requisition. Use the Create Purchase Requisition – Advanced app and ensure that the
Source Determination checkbox is selected in the requisition header.
Required materials

● B520-1##, 80 pieces

● T-R5##, 100 pieces

● T-FZ1##, 50 pieces

If source determination is not unique for a material, select the source of supply with
purchasing organization 101C and, if possible, an outline agreement.
What is the result of the source determination process for the individual items? Note the
assigned sources in the following table:
Material Quantity Source of Supply
B520-1## 80 pieces
T-R5## 100 pieces
T-FZ1## 50 pieces

2. Create a further purchase requisition with 3 items for the 1010 plant using the data from
the table below. Use the Create Purchase Requisition – Advanced app and ensure that the
Source Determination checkbox is selected.
You should use the K account assignment category for all items and assign the 4110 cost
center. If no G/L account is proposed, use G/L account 51100000.

Hint:
Activate the repeat account assignment function when you enter the account
assignment data for the first item.

© Copyright. All rights reserved. 99

Unit 3: Source Determination

Material Short Text Further Data

B520-2##
● 10 pieces

● Valuation price EUR 19

per piece

Storage boxes, black ● 20 pieces

● Material group SB##

● Purchasing group Z##

● Valuation price EUR 9

per piece

LED taillights ● 50 pieces

● Material group ET##

● Purchasing group Z##

● Valuation price EUR 11

per piece

What is the result of the source determination process for the individual items? Note the
assigned sources in the following table:
Material or Short Text Supplier or Source Reason for Assignment
B520–2##
Storage boxes, black
LED taillights

© Copyright. All rights reserved. 100

 Unit 3
Solution 22
Test Source Determination

Note:
This exercise uses data to be created in the exercises in unit 1 and 2 and in this
unit. Make sure that you have completed all relevant exercises.
To perform this task, use the SAP Fiori launchpad.
Always replace the characters ## with the number assigned to you.

1. In the 1010 plant, you need the materials listed below. Create an appropriate purchase
requisition. Use the Create Purchase Requisition – Advanced app and ensure that the
Source Determination checkbox is selected in the requisition header.
Required materials

● B520-1##, 80 pieces

● T-R5##, 100 pieces

● T-FZ1##, 50 pieces

If source determination is not unique for a material, select the source of supply with
purchasing organization 101C and, if possible, an outline agreement.
What is the result of the source determination process for the individual items? Note the
assigned sources in the following table:
Material Quantity Source of Supply
B520-1## 80 pieces
T-R5## 100 pieces
T-FZ1## 50 pieces

a) In the SAP Fiori launchpad, start the Create Purchase Requisition – Advanced app from
the Purchase Requisition Processing tile group.

b) In the Item Overview screen area, enter the material, quantity, and plant data for each
item in the table.

c) Note that the source assigned in each case is shown on the Source of Supply tab in the
item detail. See the following table with the assigned sources:
Material Quantity Supplier or Source
B520-1## 80 pieces S520-0##
T-R5## 100 pieces T-S52A##

© Copyright. All rights reserved. 101

Unit 3: Source Determination

Material Quantity Supplier or Source

T-FZ1## 50 pieces S520-1##

Hint:
The solution to the task can vary according to which data you have
created or used in the system in previous exercises.

d) Save the purchase requisition.

2. Create a further purchase requisition with 3 items for the 1010 plant using the data from
the table below. Use the Create Purchase Requisition – Advanced app and ensure that the
Source Determination checkbox is selected.
You should use the K account assignment category for all items and assign the 4110 cost
center. If no G/L account is proposed, use G/L account 51100000.

Hint:
Activate the repeat account assignment function when you enter the account
assignment data for the first item.

Material Short Text Further Data

B520-2## ● 10 pieces

● Valuation price EUR 19

per piece

Storage boxes, black ● 20 pieces

● Material group SB##

● Purchasing group Z##

● Valuation price EUR 9

per piece

LED taillights ● 50 pieces

● Material group ET##

● Purchasing group Z##

● Valuation price EUR 11

per piece

What is the result of the source determination process for the individual items? Note the
assigned sources in the following table:

© Copyright. All rights reserved. 102

 Solution 22: Test Source Determination

Material or Short Text Supplier or Source Reason for Assignment

B520–2##
Storage boxes, black
LED taillights

a) In the SAP Fiori launchpad, start the Create Purchase Requisition – Advanced app from
the Purchase Requisition Processing tile group.

b) Enter the material and further data from the table for the first item.

c) For the first item, enter account assignment category K.

d) On the Account Assignment tab, in the Item Details screen area, enter cost center
4110. If there is no proposal for the G/L account, enter 51100000.

e) Before you enter the second item, choose (Repeat On).

f) Enter the data for the remaining items. Also specify the account assignment category
K for these items.
The remaining account assignment data is then determined automatically.

g) Note that the source assigned in each case is shown on the Source of Supply tab. See
the following table with the assigned sources:
Material or Short Text Supplier or Source Reason for Assignment
B520–2## S520-0## unique info record
Storage boxes, black S520–1## unique info record
LED taillights S520–3## unique outline agreement
item

The solution to the task can vary according to which data you have used in previous
exercises and the number of participants in your training.

h) Save your purchase requisition.

© Copyright. All rights reserved. 103

 Unit 3
Exercise 23
Block Sources of Supply

Business Example
In some cases, you may wish to prevent goods from continuing to be procured from a
particular supplier. For this reason, you must know how to block sources of supply.

Note:
This exercise uses data to be created in the exercises in unit 2. Make sure that you
have completed all relevant exercises.
To perform this task, use the SAP Fiori launchpad.
Always replace the characters ## with the number assigned to you.

1. Create a source list for material T-R5## in the 1010 plant. There is at least one source of
supply in the system. Block supplier T-SUP03 from being assigned as the source for the
procurement of material T-R5## by setting the status to Blocked until the end of next
year.
Use the SAP Fiori app Manage Source Lists for this task.

2. Test the block by trying to create a purchase order for the material T-R5## with supplier
T-SUP03 with any quantity. If the organizational data is not proposed, use purchasing
organization 101C, purchasing group Z##, and plant 1010.

Which system message do you get? Can you save the document?

© Copyright. All rights reserved. 104

 Unit 3
Solution 23
Block Sources of Supply

Business Example
In some cases, you may wish to prevent goods from continuing to be procured from a
particular supplier. For this reason, you must know how to block sources of supply.

Note:
This exercise uses data to be created in the exercises in unit 2. Make sure that you
have completed all relevant exercises.
To perform this task, use the SAP Fiori launchpad.
Always replace the characters ## with the number assigned to you.

1. Create a source list for material T-R5## in the 1010 plant. There is at least one source of
supply in the system. Block supplier T-SUP03 from being assigned as the source for the
procurement of material T-R5## by setting the status to Blocked until the end of next
year.
Use the SAP Fiori app Manage Source Lists for this task.
a) In the SAP Fiori launchpad, start the Manage Source Lists app from the Source of
Supply Management tile group.

b) Choose Create.

c) Enter material T-R5## and plant 1010 and choose Generate.

d) Enter the validity period from <today> to <end of next year> and choose Go.

e) Select all sources, choose Replace Existing, and confirm the warning.

f) Set the status for supplier T-SUP03 to Blocked Status (Blocked).

g) Choose Create to save the source list records.

2. Test the block by trying to create a purchase order for the material T-R5## with supplier
T-SUP03 with any quantity. If the organizational data is not proposed, use purchasing
organization 101C, purchasing group Z##, and plant 1010.

Which system message do you get? Can you save the document?

The system message says Source of supply blocked (according to source

list). The document cannot be saved. However, you can hold the document. Note that
when holding purchase orders for materials that are used in MRP, the held purchase
orders go into MRP as available for MRP.

© Copyright. All rights reserved. 105

Unit 3: Source Determination

a) In the SAP Fiori launchpad, start the Create Purchase Order - Advanced app or the
Manage Purchase Orders app from the Purchase Order Processing tile group.

b) In the header, enter supplier T-SUP03.

c) In the item overview, enter material T-R5##, any quantity, and plant 1010. Press Enter
to confirm your entries.
You receive the following message:
Source of supply blocked (according to source list)

d) Exit the app.

© Copyright. All rights reserved. 106

 Unit 3
Exercise 24
Optional: Create Purchase Requisitions with
Catalog

Business Example
You need to order some office supplies. You create a requisition for these materials using the
SAP Fiori app for self-service requisitioning.

Note:
To perform this task, use the SAP Fiori launchpad.
Always replace the characters ## with the number assigned to you.

1. Start the My Purchase Requisitions - New app from the Employee Self Service V2 tile group
and change your personal settings.
Maintain the following default values. Don’t change any other data.
Field Value

Purchasing Group Z##

Account Assignment Category K (Cost Center)

Cost Center 4950

Do not leave the app after this step.

2. Order some office supplies from the Employee Catalog. You need the following materials:

● Text markers, color blue, 20 pieces

● Parker Ballpen red, 1 piece

● Folder yellow, 5 pieces

Before you transfer the data from the catalog, check the shopping cart to determine the
suppliers of the materials and the total value of your cart.

Note the purchase requisition number:

Do not leave the app after this step.

© Copyright. All rights reserved. 107

Unit 3: Source Determination

3. Change the default settings for your user again. Delete the default value for the Account
Assignment Category.

© Copyright. All rights reserved. 108

 Unit 3
Solution 24
Optional: Create Purchase Requisitions with
Catalog

Business Example
You need to order some office supplies. You create a requisition for these materials using the
SAP Fiori app for self-service requisitioning.

Note:
To perform this task, use the SAP Fiori launchpad.
Always replace the characters ## with the number assigned to you.

1. Start the My Purchase Requisitions - New app from the Employee Self Service V2 tile group
and change your personal settings.
Maintain the following default values. Don’t change any other data.
Field Value

Purchasing Group Z##

Account Assignment Category K (Cost Center)

Cost Center 4950

Do not leave the app after this step.

a) In the SAP Fiori launchpad, start the My Purchase Requisitions - New app from the
Employee Self Service V2 tile group.

b) To open the User Action Menu, choose the User Profile button at the top right and then
choose Default Settings for User.

c) On the Edit Default Settings for Users screen, enter the values from the table.

d) Save your default settings.

e) Do not leave the app after this step.

2. Order some office supplies from the Employee Catalog. You need the following materials:

● Text markers, color blue, 20 pieces

● Parker Ballpen red, 1 piece

● Folder yellow, 5 pieces

Before you transfer the data from the catalog, check the shopping cart to determine the
suppliers of the materials and the total value of your cart.

© Copyright. All rights reserved. 109

Unit 3: Source Determination

Note the purchase requisition number:

Do not leave the app after this step.

a) On the My Purchase Requisitions screen, choose Employee Catalog.
The Employee Catalog opens in a separate browser window.

b) In the Search field, type in Text marker and press Enter.

c) In the line for the blue text marker, enter 20 as quantity and choose (Add).

d) Repeat steps b and c for the Parker Ballpen and the yellow folders.

e) To check your shopping cart, choose Display at the top right of the screen.
Supplier Office-Suppliers Market (T-S52BM) is determined as the supplier for the
materials. The total value of the shopping cart is EUR 68.85.

f) To transfer the shopping cart items to the SAP S/4HANA system, choose Order in the
top-right corner of the screen.
Result
This closes the catalog automatically.

g) Choose View Cart and then choose Order.

If necessary, choose Create to confirm any warning messages.
Result
A purchase requisition is created.

h) Do not leave the app after this step.

3. Change the default settings for your user again. Delete the default value for the Account
Assignment Category.
a) To open the User Action Menu, choose the User Profile button at the top right and then
choose Default Settings for User.

b) On the Edit Default Settings for Users screen, delete the entry from the Account
Assignment Category field.

c) Choose Save.

© Copyright. All rights reserved. 110

 Unit 4
Exercise 25
Assign and Process Purchase Requisitions

Business Example
You want to convert unassigned purchase requisitions into purchasing documents with
minimum effort. For this reason, you must know how to assign a suitable source of supply, or,
if no source exists in the system, how to flag the unassigned purchase requisitions for RFQ
processing.
Assign and process purchase requisitions.

Note:
This exercise uses data to be created in the exercises in unit 1, 2 and 3. Make sure
that you have completed all relevant exercises.
To perform this task, use the SAP Fiori launchpad.
Always replace the characters ## with the number assigned to you.

1. Use the Assign and Process collective function, and select all purchase requisitions of your
Z## purchasing group for the 1010 plant. Together with the existing indicators on the
selection screen, select the Released Requisitions Only checkbox.
If there are no requisitions to assign, create some purchase requisitions for your materials
from the previous exercises, but don’t select the Source Determination checkbox.
As far as possible, assign a source to every requisition item and then convert the assigned
items into purchase orders, contract release orders, or scheduling agreement delivery
schedule lines. If you cannot assign a source to a requisition item, assign the item for RFQ
processing to suppliers S520-0## and S520-1##. Convert these purchase requisition
items into RFQs.

© Copyright. All rights reserved. 111

 Unit 4
Solution 25
Assign and Process Purchase Requisitions

Business Example
You want to convert unassigned purchase requisitions into purchasing documents with
minimum effort. For this reason, you must know how to assign a suitable source of supply, or,
if no source exists in the system, how to flag the unassigned purchase requisitions for RFQ
processing.
Assign and process purchase requisitions.

Note:
This exercise uses data to be created in the exercises in unit 1, 2 and 3. Make sure
that you have completed all relevant exercises.
To perform this task, use the SAP Fiori launchpad.
Always replace the characters ## with the number assigned to you.

1. Use the Assign and Process collective function, and select all purchase requisitions of your
Z## purchasing group for the 1010 plant. Together with the existing indicators on the
selection screen, select the Released Requisitions Only checkbox.
If there are no requisitions to assign, create some purchase requisitions for your materials
from the previous exercises, but don’t select the Source Determination checkbox.
As far as possible, assign a source to every requisition item and then convert the assigned
items into purchase orders, contract release orders, or scheduling agreement delivery
schedule lines. If you cannot assign a source to a requisition item, assign the item for RFQ
processing to suppliers S520-0## and S520-1##. Convert these purchase requisition
items into RFQs.
a) On the SAP Fiori launchpad, start the Assign and Process Purchase Requisitions app
from the S4520 tile group.

b) Enter your purchasing group Z##.

c) Select the Released Requisitions Only checkbox and choose Execute.

d) If necessary, expand the item overview.

e) Under the item overview, choose (Select All) and then choose (Assign Source
of Supply).
The result of the source determination appears in the item overview.
Be aware that the symbols in the Sources of Supply column have the following
meaning:

© Copyright. All rights reserved. 112

 Solution 25: Assign and Process Purchase Requisitions

● Green light (Assigned Source) : This means that the system has found a unique
source. If you click on the icon, the source is displayed in the Item Details screen
area.

● Arrow, gray background (Sources of Supply) : This means that the system has
found several sources, none of which, however, is unique. Click on the icon to view
the list of sources found, and select a source. If necessary, carry out a price
simulation.

● Arrow, colored background (Sources of Supply (assigned)) : This means that

you have manually assigned a source to the item.

● If no icon appears, this means that the system has found no valid source. You can
flag this item for RFQ processing.

f) If no source could be assigned to an item, process the item as follows.

i. Select the item in the item overview and choose (RFQ with Vendor).

ii. In the dialog box that appears, enter supplier S520-0## and purchasing
organization 101C in the first line, and enter supplierS520-1## and purchasing
organization 101C in the second line. Adopt the selection by choosing (Adopt).

g) To save your changes before you generate the follow-on documents, choose Save.

h) Note that in the header, you can view the relevant assignments on the Assignments
and Requests for Quotations tabs.

i) To generate RFQs, process as follows:

i. Choose the Requests for Quotations tab.

ii. Select one row and choose (Create RFQs).

iii. Add the quotation deadline of <today + one week> and confirm your entry.

Note:
You may be prompted to enter a delivery date that is after the deadline.

iv. Save your RFQ and choose Cancel and No to return to the overview.

j) To generate other follow-on documents, process as follows:

i. On the Assign and Process Purchase Requisitions screen, choose the Assignments
tab.

ii. Select one row and choose (Create purchase order).

iii. You are redirected to the purchase order app or – if you have selected a line with a
scheduling agreement – to the maintenance of schedule lines.

iv. Save your purchasing document.

© Copyright. All rights reserved. 113

 Unit 4
Exercise 26
Process Assigned Purchase Requisitions

Business Example
You want to process all assigned purchase requisitions. For this reason, you must know how
to use an assignment list and document overview.
Process assigned purchase requisitions.

Note:
This exercise uses data to be created in the exercises in unit 1, 2 and 3. Make sure
that you have completed all relevant exercises.
To perform this exercise, use the SAP Fiori launchpad.
Always replace the characters ## with the number assigned to you.

1. Using the assignment list, convert some of the purchase requisitions assigned to you to
follow-on documents. To do this, select all assigned requisition items that contain your
Z## purchasing group. Delete proposed values for purchasing organization, supplier, and
plant.

How many open requisition items exist for each supplier or supplying plant?

2. Convert all requisition items for supplier S520-0## into purchase orders, and then, if
available, convert all requisition items that reference a scheduling agreement into
scheduling agreement delivery schedules. Next, convert the open requisition items for the
1020 supplying plant and exit the transaction without converting the remaining requisition
items.

3. Convert an assigned requisition through the document overview in the Create Purchase
Order - Advanced app.
For this, define a suitable selection variant V## and an appropriate user-specific layout
L## for purchase requisitions. Note the following:

● When defining the selection variant, select only assigned, released, and still-open
requisitions. Use your Z## purchasing group and purchasing organization as further
selection criteria.

● Define the breakdown in such a way that the fixed vendor is shown at the top.
Below the vendor, the purchase requisition number and item should be displayed in the
breakdown. As additional information, the material, the short text, the requested
quantity, the unit of measure, and the delivery date are to be copied to the layout.

© Copyright. All rights reserved. 114

 Unit 4
Solution 26
Process Assigned Purchase Requisitions

Business Example
You want to process all assigned purchase requisitions. For this reason, you must know how
to use an assignment list and document overview.
Process assigned purchase requisitions.

Note:
This exercise uses data to be created in the exercises in unit 1, 2 and 3. Make sure
that you have completed all relevant exercises.
To perform this exercise, use the SAP Fiori launchpad.
Always replace the characters ## with the number assigned to you.

1. Using the assignment list, convert some of the purchase requisitions assigned to you to
follow-on documents. To do this, select all assigned requisition items that contain your
Z## purchasing group. Delete proposed values for purchasing organization, supplier, and
plant.

How many open requisition items exist for each supplier or supplying plant?

a) In the SAP Fiori launchpad, start the Create Purchase Order via Purchase Requisition
Assignment List app using the search function.

b) Enter purchasing group Z##, delete all entries from the Purchasing Organization,
Supplier, and Plant fields.

c) Choose Execute.

d) On the Assign and Process Purchase Requisitions screen, open the Assignments
screen area.
Result
The number of assigned requisition items can vary. However, there should be
requisition items for both supplier S520-0## and supplier S520-1##, and for the 1020
supplying plant.

2. Convert all requisition items for supplier S520-0## into purchase orders, and then, if
available, convert all requisition items that reference a scheduling agreement into
scheduling agreement delivery schedules. Next, convert the open requisition items for the
1020 supplying plant and exit the transaction without converting the remaining requisition
items.

© Copyright. All rights reserved. 115

Unit 4: Purchasing Optimization

a) Select the lines with supplier S520–0##.

b) Choose (Create purchase order).

Result
You are directed to the purchase order transaction and the items are copied directly to
the item overview.

c) Save the purchase order.

d) If available, select the line that contains a scheduling agreement (Agreement

55000.....).

Note:
If no line with a scheduling agreement exists, skip this step and continue
with step g.

e) Choose (Create purchase order).

Result
You are directed to the maintenance of schedule lines.

f) Save the delivery schedule.

g) Repeat steps a, b and c for the 1020 supplying plant.

If necessary, change the order type to Stock Transp. Order (UB).

h) On the Assign and Process Purchase Requisitions screen, choose (Remove

Processed) under the item overview to refresh the list.

i) Exit the transaction without converting the remaining requisition items.

3. Convert an assigned requisition through the document overview in the Create Purchase
Order - Advanced app.
For this, define a suitable selection variant V## and an appropriate user-specific layout
L## for purchase requisitions. Note the following:

● When defining the selection variant, select only assigned, released, and still-open
requisitions. Use your Z## purchasing group and purchasing organization as further
selection criteria.

● Define the breakdown in such a way that the fixed vendor is shown at the top.
Below the vendor, the purchase requisition number and item should be displayed in the
breakdown. As additional information, the material, the short text, the requested
quantity, the unit of measure, and the delivery date are to be copied to the layout.

a) In the SAP Fiori launchpad, start the Create Purchase Order – Advanced app from the
Purchase Order Processing tile group.

b) Choose Document Overview On button if necessary.

c) Choose (Selection variant) and then select Purchase Requisitions.

© Copyright. All rights reserved. 116

 Solution 26: Process Assigned Purchase Requisitions

d) In the General selections screen area, select the Assigned, open, and released
checkbox. In the Program selections screen area, enter only purchasing group Z## and
purchasing organization 101C. Delete the entries in all other fields.

e) Choose Save as Variant....

f) Enter V## as the variant name. Enter a description (for example, Requisitions Z##)
and choose Save.

g) Execute the selection.

Result
This takes you to the purchase order transaction, and you see the purchase
requisitions in the document overview.

h) To change the breakdown, choose (Change breakdown). Copy the Fixed Vendor
field from the column set into the sorting criteria and move this field to the uppermost
position in the sort criteria. Choose Transfer.

i) To change the layout, choose the Arrow icon to the right of the (Select layout)
icon and choose Change layout.

j) Add the Material, Short Text, Quantity requested, Unit of Measure, and Delivery Date
fields from the column set to the columns displayed on the left and adopt your
changes by choosing Transfer.

k) If necessary, expand one supplier and adjust the width of the columns.

l) Choose the Arrow icon to the right of the (Select layout) icon and choose Save
layout.

m) Enter L## as the layout, select the User-specific checkbox, and enter a description (for
example, Requisitions with Z##). Save the layout.

n) To transfer items from the document view into the purchase order, select them and
transfer them into the purchase order using the (Adopt) icon. Alternatively, you
can drag and drop the items into the shopping cart to the left of the document type in
the purchase order header.

o) Convert one of your requisitions and save the purchase order.

© Copyright. All rights reserved. 117

 Unit 4
Exercise 27
Create Purchase Orders Automatically

Business Example
You want to automatically process all the assigned purchase requisitions. For this reason, you
must know how to convert assigned purchase requisition items into purchase orders and
contract release orders with minimum manual effort.

Note:
This exercise uses data to be created in the exercises in unit 1, 2, and 3. Make sure
that you have completed all relevant exercises.
To perform this exercise, use the SAP Fiori launchpad.
Always replace the characters ## with the number assigned to you.

1. Check whether the necessary indicator for automatic purchase order generation is set for
supplier S520–0## and purchasing organization 101C. Set the indicator if necessary.

2. Check whether the necessary indicator for automatic purchase order generation is set for
the material B520-1## for plant 1010 and plant 1020. Set the indicator if necessary.

3. Create a new purchase requisition with two items. Use the following data and not the
purchase requisition number:
Field Value

First Item
Plant 1010

Material B520–1##

Quantity 10

Delivery Date <Wednesday in 3 weeks>

Source of Supply assign the contract for the material

Purchasing Organization 101C

Second Item
Plant 1020

Material B520–1##

Quantity 20

Delivery Date <Wednesday in 3 weeks>

Source of Supply assign the contract for the material

© Copyright. All rights reserved. 118

 Exercise 27: Create Purchase Orders Automatically

Field Value

Purchasing Organization 101C

4. Automatically convert the requisition from the previous exercise step into purchase
orders. A separate purchase order is to be created for each plant.

© Copyright. All rights reserved. 119

 Unit 4
Solution 27
Create Purchase Orders Automatically

Business Example
You want to automatically process all the assigned purchase requisitions. For this reason, you
must know how to convert assigned purchase requisition items into purchase orders and
contract release orders with minimum manual effort.

Note:
This exercise uses data to be created in the exercises in unit 1, 2, and 3. Make sure
that you have completed all relevant exercises.
To perform this exercise, use the SAP Fiori launchpad.
Always replace the characters ## with the number assigned to you.

1. Check whether the necessary indicator for automatic purchase order generation is set for
supplier S520–0## and purchasing organization 101C. Set the indicator if necessary.
a) On the SAP Fiori launchpad, start the Maintain Business Partner app from the Supplier
and BP tile group.

b) Enter the business partner S520–0## and choose Start.

c) Double-click the business partner line in the search result.

d) Switch the Display in BP role to Supplier (FLVN01).

e) In the application toolbar, choose Purchasing.

f) Enter purchasing organization 101C and choose Enter.

Note that the Automatic Purchase Order indicator is located in the Additional
Purchasing Data screen area on the Purchasing Data tab page.

g) If necessary, choose Switch Between Display and Change and select the Automatic
Purchase Order checkbox.

h) Choose Save.
If the indicator is already selected, exit the app without any changes.

2. Check whether the necessary indicator for automatic purchase order generation is set for
the material B520-1## for plant 1010 and plant 1020. Set the indicator if necessary.
a) In the SAP Fiori launchpad, start the Change Material app from the Material Master tile
group.

b) Enter the material number B520–1## and choose the Select View(s) button.

c) Select the Purchasing view and choose the Org. Levels button.

© Copyright. All rights reserved. 120

 Solution 27: Create Purchase Orders Automatically

d) Enter plant 1010 and choose (Continue).

e) Note that the Autom. PO (Automatic Purchase Order Allowed) indicator is located in
General Data area. If it is not selected, select it, and then save the material master
record.
If the indicator is already selected, exit the app without any changes.

f) Repeat the solution steps b to e for material B520–1## and plant 1020.

3. Create a new purchase requisition with two items. Use the following data and not the
purchase requisition number:
Field Value

First Item
Plant 1010

Material B520–1##

Quantity 10

Delivery Date <Wednesday in 3 weeks>

Source of Supply assign the contract for the material

Purchasing Organization 101C

Second Item
Plant 1020

Material B520–1##

Quantity 20

Delivery Date <Wednesday in 3 weeks>

Source of Supply assign the contract for the material

Purchasing Organization 101C

a) In the SAP Fiori launchpad, start the Manage Purchase Requisitions – Professional app
from the Purchase Requisition Processing tile group.

b) Choose Create on the top right above the purchase requisition list.

c) Choose the Items tab.

d) In the Items screen area, choose Create → Material.

e) Enter the data for the first item from the table and choose Apply.
Do not forget to enter purchasing organization 101C.

f) To create the second item, repeat the solution steps d to e with the data of the second
item from the table.

g) Choose Create to save your purchase requisition.

Confirm any message concerning the delivery date or the purchasing organization by
choosing Create again.

© Copyright. All rights reserved. 121

Unit 4: Purchasing Optimization

4. Automatically convert the requisition from the previous exercise step into purchase
orders. A separate purchase order is to be created for each plant.
a) In the SAP Fiori launchpad, start the Automatic Creation of Purchase Orders from
Requisitions app using the search function.

b) On the initial screen, enter your purchasing group Z## and your purchase requisition
number from the previous step. In the New Purchase Order screen area, select the Per
Plant checkbox.

c) Ensure that the Test Run indicator is not set and then execute the selection.
You get a log that will tell you the numbers of the purchase orders generated.

© Copyright. All rights reserved. 122

 Unit 4
Exercise 28
Perform Order Monitoring

Business Example
You want to check regularly whether your supplier has confirmed all purchase orders. You
want to issue a reminder for the confirmed purchase orders if the delivery is overdue. In both
cases, you want to generate and transmit messages to the supplier. For these reasons, you
must know how to monitor a purchase order.

Note:
This exercise uses data to be created in the exercises in unit 1. Make sure that you
have completed all relevant exercises
To perform this exercise, use the SAP Fiori launchpad.
Always replace the characters ## with the number assigned to you.

Caution:
This exercise uses the BRFplus output control for the purchase order. Check
output control for purchase orders: in the back-end system, choose transaction
SPRO → Cross Application Components → Output Control → Manage
Application Object Type Activation. Status for object type Purchase Order must
be set to Application Active.

1. Add the following apps to the Purchase Order Processing tile group.

● Print Scheduled Purchase Order

● Order Acknowledgement on Purchase Order – Advanced

● Dunning Reminder on Purchase Order – Advanced

2. Create a new purchase order for supplier S520-0##. Order 100 pieces of material
B520-0## for plant 1010 with delivery date tomorrow. The price for the material is EUR
2500. You expect a simple order confirmation for this item so set the required indicator.
You also want to monitor the delivery, so enter the reminder days. The first reminder
should be issued two days before the delivery date, and the second reminder should be
issued one day after the delivery date.
Copy the item entered and change the delivery date for the second item. The delivery is to
be made in two weeks. For this item, use the Confirmation ZAB (S4520) confirmation
control key.
Use the Create Purchase Order - Advanced app and note the purchase order number after
saving.

© Copyright. All rights reserved. 123

Unit 4: Purchasing Optimization

Purchase order:

3. Output the message for your purchase order.

4. Check if the order confirmations are present for your purchase order and generate a
reminder if the confirmations are still outstanding.
Display the reminder message before saving.

5. Enter the confirmations.

The supplier confirms both items at the desired date and in the required quantity. The
order confirmation has the number AB##.

6. Check if delivery reminders can be issued for your order and output these if required.
Display the reminder message before saving.

© Copyright. All rights reserved. 124

 Unit 4
Solution 28
Perform Order Monitoring

Business Example
You want to check regularly whether your supplier has confirmed all purchase orders. You
want to issue a reminder for the confirmed purchase orders if the delivery is overdue. In both
cases, you want to generate and transmit messages to the supplier. For these reasons, you
must know how to monitor a purchase order.

Note:
This exercise uses data to be created in the exercises in unit 1. Make sure that you
have completed all relevant exercises
To perform this exercise, use the SAP Fiori launchpad.
Always replace the characters ## with the number assigned to you.

Caution:
This exercise uses the BRFplus output control for the purchase order. Check
output control for purchase orders: in the back-end system, choose transaction
SPRO → Cross Application Components → Output Control → Manage
Application Object Type Activation. Status for object type Purchase Order must
be set to Application Active.

1. Add the following apps to the Purchase Order Processing tile group.

● Print Scheduled Purchase Order

● Order Acknowledgement on Purchase Order – Advanced

● Dunning Reminder on Purchase Order – Advanced

a) To open the User Action Menu, in the top-right corner of your screen, choose (Profil
of P## S4520).

b) Choose Edit Home Page.

c) Navigate to the Purchase Order Processing tile group and choose (Open App
Finder)

d) On the App Finder - Personalize Group screen, on the left-hand side, select the
Purchasing – Purchase Order Processing catalog.

e) Choose the pushpin icon below the following apps to add them to the Purchase
Order Processing tile group:

© Copyright. All rights reserved. 125

Unit 4: Purchasing Optimization

● Print Scheduled Purchase Order

● Order Acknowledgement on Purchase Order – Advanced

● Dunning Reminder on Purchase Order – Advanced

f) Choose the SAP Logo (Navigate to Home) on the left-hand side.

g) To exit the personalization mode, at the bottom-right corner of your screen, choose
Close.

2. Create a new purchase order for supplier S520-0##. Order 100 pieces of material
B520-0## for plant 1010 with delivery date tomorrow. The price for the material is EUR
2500. You expect a simple order confirmation for this item so set the required indicator.
You also want to monitor the delivery, so enter the reminder days. The first reminder
should be issued two days before the delivery date, and the second reminder should be
issued one day after the delivery date.
Copy the item entered and change the delivery date for the second item. The delivery is to
be made in two weeks. For this item, use the Confirmation ZAB (S4520) confirmation
control key.
Use the Create Purchase Order - Advanced app and note the purchase order number after
saving.

Purchase order:

a) In the SAP Fiori launchpad, start the Create Purchase Order – Advanced app from the
Purchase Order Processing tile group.

b) In the header, enter the supplier S520-0##.

c) In the item overview, enter the following data for the first item:
Field Data Value
Material B520-0##

PO Quantity 100 PC

Deliv. Date <Tomorrow>

Net Price 2500

Plant 1010

d) In the item details, choose the Delivery tab page and enter the reminder days. In the 1st
Rem./Exped. field, enter the value 2- and, in the 2nd Rem./Exped. field, enter the value
1.

e) In the item details, choose the Confirmation tab page and select the Acknowl.Reqd
(Order Acknowledgment Required) checkbox.

f) Select the item in the item overview and choose (Copy Item).

© Copyright. All rights reserved. 126

 Solution 28: Perform Order Monitoring

g) Change the delivery date for the second item to <two weeks from today>.

h) In the item details, choose the Confirmations tab page and select (ZAB) S4520 in the
Conf. Control field.

i) Choose Save and note the purchase order number.

3. Output the message for your purchase order.

a) In the SAP Fiori launchpad, start the Print Scheduled Purchase Order app from the
Purchase Order Processing tile group.

b) Enter the number of your purchase order from the last step in the Purchasing
Document Number field and choose Execute.

c) If the message has been successfully processed, you will see a list of messages. The
last one reads Output item '1' has been successfully forwarded to
output channel Printout.

4. Check if the order confirmations are present for your purchase order and generate a
reminder if the confirmations are still outstanding.
Display the reminder message before saving.
a) In the SAP Fiori launchpad, start the Order Acknowledgement on Purchase Order –
Advanced app from the Purchase Order Processing tile group.

b) Enter your purchase order number and choose Execute.

Result
The first purchase order item is suggested for reminders.

c) Select the Check checkbox for your purchase order and choose Generate Messages.

d) Select the line with your purchase order and choose Messages.
Result
On the Change Pur. Order: Output screen, you see a list with the outputs for your
purchase order.

● Item 1: Output for the purchase order with status Competed.

● Item 2: Output for the acknowledgement reminder with the status In Preparation
and the dispatch time 1 (Immediately). This means that the message is issued
immediately when you save.

e) Select output item 2 and choose Display Document.

f) To close the preview window choose Continue.

g) Choose Back and Save the message.

5. Enter the confirmations.

The supplier confirms both items at the desired date and in the required quantity. The
order confirmation has the number AB##.
a) In the SAP Fiori launchpad, start the Create Purchase Order – Advanced app from the
Purchase Order Processing tile group.

b) Choose Other Purchase Order, enter your PO number and choose Other Document.

c) If necessary, choose Display/Change to switch to the change mode.

© Copyright. All rights reserved. 127

Unit 4: Purchasing Optimization

d) Choose the Confirmations tab page in the Item details screen area.

e) For the first item, enter the confirmation number AB## in the Order Ack. (Order
Acknowledgment) field.

f) For the second item, leave the Order Ack. field empty. Instead, enter the following
confirmation data in the table:
CC Delivery Date Quantity Reference
AB <in two weeks> 100 AB##

g) Save the purchase order.

Hint:
If you carry out the previous steps again at this point, no documents will
be found for reminder.

6. Check if delivery reminders can be issued for your order and output these if required.
Display the reminder message before saving.
a) In the SAP Fiori launchpad, start the Dunning Reminder on Purchase Order – Advanced
app from the Purchase Order Processing tile group.

b) Enter your purchase order number and choose Execute.

Result
Only the first item will be proposed to you for sending a reminder, because the second
item is not due. Therefore, you do not need to send any reminder for this item.

c) Select the Check checkbox for your purchase order and choose Generate Messages.

d) Select the line with your purchase order and choose Messages.
Result
On the Change Pur. Order: Output screen, you see a list with the outputs for your
purchase order.

● Item 1: Output for the purchase order with status Competed.

● Item 2: Output for the acknowledgement reminder with the status Competed.

● Item 3: Output for the dunning reminder with the status In Preparation and the
dispatch time 1 (Immediately). This means that the message is issued immediately
when you save.

e) Select output item 3 and choose Display Document.

f) To close the preview window choose Continue.

g) Choose Back and Save the message.

© Copyright. All rights reserved. 128

 Unit 4
Exercise 29
Set Up and Test a Situation Handling Use Case

Business Example
Missing supplier confirmations are business situations that you may want to bring to the
attention of involved users in your organization using the Situation Handling framework. For
this particular use case, SAP provides a standard situation template:
PROC_PENDINGSUPPLIERCONF_V2.
Operational buyers typically monitor purchase order confirmations and shipping notifications
with the Monitor Supplier Confirmations app. The app provides information on whether a
confirmation has been recorded, and if so, for what quantity. The situation template
PROC_PENDINGSUPPLIERCONF_V2 allows you to automatically notify your buyers of
quantities that have been confirmed yet. This allows them to focus and proactively follow up
on those purchasing document items that have not yet been confirmed.
In this exercise, you will learn how to implement and test this Situation Handling use case.

Note:
This exercise uses data to be created in the exercises in unit 1. Make sure that you
have completed all relevant exercises
To perform this exercise, use the SAP Fiori launchpad.
Always replace the characters ## with the number assigned to you.

Task 1: Manage Teams and Responsibilities

Create a team of purchasers responsible for purchasing group Z##. They should be alerted
via notifications in case of missing or incomplete confirmations.

1. Create a new team. Start the creation with the following general information about the
team:
Field Value
Name ZS520-##
Description Team S4520 Group ##
Global ID ZS520-##
Status Enabled

Type OPPUR (Operational Purchasing)

2. In the Responsibility Definitions section, you specify the range of responsibilities of your
team. Make the following entries:

© Copyright. All rights reserved. 129

Unit 4: Purchasing Optimization

Field Value
Purchasing Group Z##

3. In the Team Owners section, check that your own user ID (S4520-## or TS450-##) is
assigned as team owner. If not, add your own user ID as team owner.

4. In the Team Members section, add your own user ID (S4520-## or TS450-##) as team
member. Assign the OP_PURCH (Operational Purchasing) function to your team member.
Finally, save your new team.

Task 2: Manage Situation Types

This task shows you how to maintain a situation type that represents a business situation
requiring attention: missing supplier confirmations. You will also define which user(s) should
receive notifications about this situation.

1. Start with creating a new situation type for pending supplier confirmations. To do this,
copy the PROC_PENDINGSUPPLIERCONF_V2 (Pending Supplier Confirmation) situation
template to a new situation type with the ID ZS520_## and the name Pending Supplier
Confirmation Group ##.

2. In the Conditions section, make the following entries:

Field Value
Send Notification X
Purchasing Group Z##

3. In the Batch Job Scheduling section, make the following entries:

Field Value
Time Zone Your time zone (for example CET)
Start Batch Job At 12:00

4. In the Recipients section, make the following entries for the Responsibility by Teams data.
Then enable and save your situation type.
Field Value
Filter by Member Function Operational Purchasing
Filter by Responsibility Definition Purchasing Group

Task 3: Create a Purchase Order That Requires a Confirmation

In this task, you create a purchase order that requires a confirmation from the supplier.

1. Create a new purchase order for supplier S520-0##, purchasing organization 101C, and
purchasing group Z##. Create a purchase order item with the following data:
Field Value
Material B520-0##

Plant 1010

© Copyright. All rights reserved. 130

 Exercise 29: Set Up and Test a Situation Handling Use Case

Field Value
Order Quantity 100 PC

Net Order Price 2500

Delivery Date <Tomorrow>

Confirmation Control S4520

Save your purchase order and make a note of the number: ____________________________

Task 4: Monitor Supplier Confirmations

This task shows you how to monitor purchase documents awaiting supplier confirmations.

1. On the SAP Fiori launchpad, start the Monitor Supplier Confirmations app and verify that
your purchase order from previous task appears in the Purchasing Documents Items list.
Use the following values for the selection:
Field Value
Display Currency EUR

Confirmation Category Order Acknowledgment (AB)

Supplier S520–0##

Note:
Additional information for the Monitor Supplier Confirmations app:
You can compare the target quantity value with the outstanding quantity value
for different dimensions such as supplier, purchasing group, and so on.
You can show or hide legends on the chart, select various chart types, export
to a spreadsheet, switch between chart view and tabular view, or choose the
view with both charts and table.
You can save your personal filter criteria as a variant.
The app also offers some links to apps like Manage Purchase Orders and Mass
Changes to Purchase Orders.

Task 5: Manually Trigger Situation Instance for Missing Supplier Confirmation

In a previous step, you have set up a daily job in the system to track missing confirmations.
This job runs every day at a fixed time. Instead of waiting for the job to start automatically, you
can manually trigger it. This task shows you how to manually trigger a situation instance
regarding an outstanding confirmation.

1. Manually trigger the creation of notifications for your situation type ZS520_##. To do this,
use the Manage Situation Types app.

Task 6: React to a Critical Situation

This task shows you how you can monitor purchase documents awaiting supplier
confirmation.

© Copyright. All rights reserved. 131

Unit 4: Purchasing Optimization

1. Verify that the situation for the pending supplier confirmation detected by the system and
addressed to you is displayed in the My Situations app.

Note:
For your situation, you should also have automatically received a notification
on the SAP Fiori launchpad. To the top right of the launchpad, you should see a
number on the icon.

2. On the Monitor Supplier Confirmations screen, enter EUR as Display Currency and start the
analysis.

© Copyright. All rights reserved. 132

 Unit 4
Solution 29
Set Up and Test a Situation Handling Use Case

Business Example
Missing supplier confirmations are business situations that you may want to bring to the
attention of involved users in your organization using the Situation Handling framework. For
this particular use case, SAP provides a standard situation template:
PROC_PENDINGSUPPLIERCONF_V2.
Operational buyers typically monitor purchase order confirmations and shipping notifications
with the Monitor Supplier Confirmations app. The app provides information on whether a
confirmation has been recorded, and if so, for what quantity. The situation template
PROC_PENDINGSUPPLIERCONF_V2 allows you to automatically notify your buyers of
quantities that have been confirmed yet. This allows them to focus and proactively follow up
on those purchasing document items that have not yet been confirmed.
In this exercise, you will learn how to implement and test this Situation Handling use case.

Note:
This exercise uses data to be created in the exercises in unit 1. Make sure that you
have completed all relevant exercises
To perform this exercise, use the SAP Fiori launchpad.
Always replace the characters ## with the number assigned to you.

Task 1: Manage Teams and Responsibilities

Create a team of purchasers responsible for purchasing group Z##. They should be alerted
via notifications in case of missing or incomplete confirmations.

1. Create a new team. Start the creation with the following general information about the
team:
Field Value
Name ZS520-##
Description Team S4520 Group ##
Global ID ZS520-##
Status Enabled

Type OPPUR (Operational Purchasing)

a) In the SAP Fiori launchpad, start the Manage Teams and Responsibilities app from the
Situation Handling tile group.

b) Choose Create.

© Copyright. All rights reserved. 133

Unit 4: Purchasing Optimization

c) In the Team Information section, enter the information provided in the table.

2. In the Responsibility Definitions section, you specify the range of responsibilities of your
team. Make the following entries:
Field Value
Purchasing Group Z##

a) Choose Responsibility Definitions and enter Z## in the PurchasingGroup field.

3. In the Team Owners section, check that your own user ID (S4520-## or TS450-##) is
assigned as team owner. If not, add your own user ID as team owner.
a) Choose Team Owners.
Your user ID should have been automatically assigned as the team owner.
If this is not the case, follow the next steps.

b) In the Team Owners section, choose Create and search for the business partner for
your user ID (S4520-## or TS450-##).

c) Select the checkbox next to the business partner associated to your user ID (S4520-
## or TS450-##).

d) Choose OK.

4. In the Team Members section, add your own user ID (S4520-## or TS450-##) as team
member. Assign the OP_PURCH (Operational Purchasing) function to your team member.
Finally, save your new team.
a) Choose Team Members.

b) In the Team Members section, choose Create and search for your user ID (S4520-##
or TS450-##).

c) Select the checkbox next to the business partner associated to your user ID (S4520-
## or TS450-##).

d) Choose OK.

e) Back on the main screen, in the Team Members section, choose the field selection for
the Functions field.

f) On the Select: Functions dialog window, select the checkbox next to the OP_PURCH
function and choose OK.

g) Choose Create.

Task 2: Manage Situation Types

This task shows you how to maintain a situation type that represents a business situation
requiring attention: missing supplier confirmations. You will also define which user(s) should
receive notifications about this situation.

1. Start with creating a new situation type for pending supplier confirmations. To do this,
copy the PROC_PENDINGSUPPLIERCONF_V2 (Pending Supplier Confirmation) situation
template to a new situation type with the ID ZS520_## and the name Pending Supplier
Confirmation Group ##.

© Copyright. All rights reserved. 134

 Solution 29: Set Up and Test a Situation Handling Use Case

a) In the SAP Fiori launchpad, start the Manage Situation Types app from the Situation
Handling tile group.

b) Choose the Situation Templates tab.

c) Enter PROC_PENDING in the Search field and choose Go.

d) Select the checkbox next to the situation template

PROC_PENDINGSUPPLIERCONF_V2 and choose Copy.

e) On the New Situation Type screen, in the Admin Information section, enter ZS520_##
in the ID field and Pending Supplier Confirmation Group ## in the Name field.

2. In the Conditions section, make the following entries:

Field Value
Send Notification X
Purchasing Group Z##

a) Navigate to the Conditions section.

b) Select the Send Notification checkbox and enter Z## as value for the filter Purchasing
Group.

3. In the Batch Job Scheduling section, make the following entries:

Field Value
Time Zone Your time zone (for example CET)
Start Batch Job At 12:00

a) Navigate to the Batch Job Scheduling section and enter the information provided in the
table.

4. In the Recipients section, make the following entries for the Responsibility by Teams data.
Then enable and save your situation type.
Field Value
Filter by Member Function Operational Purchasing
Filter by Responsibility Definition Purchasing Group

a) Navigate to the Recipients section.

b) In the Responsibility by Teams list, select PurchasingGroup as Filter by Responsibility

Definition and Operational Purchasing as Filter by Member Function.

c) Choose Create.

d) On the Enable Situation Type dialog window, choose Yes.

Task 3: Create a Purchase Order That Requires a Confirmation

In this task, you create a purchase order that requires a confirmation from the supplier.

© Copyright. All rights reserved. 135

Unit 4: Purchasing Optimization

1. Create a new purchase order for supplier S520-0##, purchasing organization 101C, and
purchasing group Z##. Create a purchase order item with the following data:
Field Value
Material B520-0##

Plant 1010

Order Quantity 100 PC

Net Order Price 2500

Delivery Date <Tomorrow>

Confirmation Control S4520

Save your purchase order and make a note of the number: ____________________________
a) In the SAP Fiori launchpad, start the Manage Purchase Orders app from the Purchase
Order Processing tile group.

b) Choose the Create button.

c) In the General Information section, make the following entries:

Field Value

Supplier S520–0##

Purchasing Group Z##

Purchasing Organization 101C

d) Navigate to the Items section and choose the Create button.

e) Enter the material B520-0##, plant 1010, order quantity 100, and net order price
2500.

f) To open the item details, choose the icon at the far right in the item line.

g) On the Purchase Order Item screen, choose the Schedule Lines tab and enter
<Tomorrow> as delivery date.

h) Choose the Supplier Confirmation Control tab and enter S4520 in the Confirmation
Control field.

i) Choose Apply and then choose Order.

The system shows the number of the created purchase order. Make a note of the
purchase order number.

Task 4: Monitor Supplier Confirmations

This task shows you how to monitor purchase documents awaiting supplier confirmations.

1. On the SAP Fiori launchpad, start the Monitor Supplier Confirmations app and verify that
your purchase order from previous task appears in the Purchasing Documents Items list.
Use the following values for the selection:

© Copyright. All rights reserved. 136

 Solution 29: Set Up and Test a Situation Handling Use Case

Field Value
Display Currency EUR

Confirmation Category Order Acknowledgment (AB)

Supplier S520–0##

a) In the SAP Fiori launchpad, choose the Monitor Supplier Confirmations app from the
Purchase Order Processing tile group.

b) Make the entries as provided in the table.

c) Choose Go.

d) Verify that your purchase order from previous task appears in the Purchasing
Documents Items list.

Note:
Additional information for the Monitor Supplier Confirmations app:
You can compare the target quantity value with the outstanding quantity value
for different dimensions such as supplier, purchasing group, and so on.
You can show or hide legends on the chart, select various chart types, export
to a spreadsheet, switch between chart view and tabular view, or choose the
view with both charts and table.
You can save your personal filter criteria as a variant.
The app also offers some links to apps like Manage Purchase Orders and Mass
Changes to Purchase Orders.

Task 5: Manually Trigger Situation Instance for Missing Supplier Confirmation

In a previous step, you have set up a daily job in the system to track missing confirmations.
This job runs every day at a fixed time. Instead of waiting for the job to start automatically, you
can manually trigger it. This task shows you how to manually trigger a situation instance
regarding an outstanding confirmation.

1. Manually trigger the creation of notifications for your situation type ZS520_##. To do this,
use the Manage Situation Types app.
a) In the SAP Fiori launchpad, start the Manage Situation Types app from the Situation
Handling tile group.

b) Choose the Situation Types tab, enter ZS520_## in the ID field, and choose Go.

c) To open the details of your situation type, choose the icon on the right side of the
line.

d) On the Situation Type screen, choose Trigger Now in the upper-right corner.

e) On the Information dialog window, choose OK.

Task 6: React to a Critical Situation

This task shows you how you can monitor purchase documents awaiting supplier
confirmation.

© Copyright. All rights reserved. 137

Unit 4: Purchasing Optimization

1. Verify that the situation for the pending supplier confirmation detected by the system and
addressed to you is displayed in the My Situations app.

Note:
For your situation, you should also have automatically received a notification
on the SAP Fiori launchpad. To the top right of the launchpad, you should see a
number on the icon.

a) In the SAP Fiori launchpad, start the My Situations app from the Situation Handling tile
group.
You should see at least one notification Pending supplier confirmation, which has been
generated by the batch job.

b) Choose the line corresponding to your purchase order.

You are redirected to the Monitor Supplier Confirmations screen.

Note:
If you received a notification, you can also choose and choose (click) the
situation message Pending supplier confirmation. This also
redirects you to the Monitor Supplier Confirmations app.

2. On the Monitor Supplier Confirmations screen, enter EUR as Display Currency and start the
analysis.
a) On the Monitor Supplier Confirmations screen, make the entries as listed in the
exercise.

b) Choose Go.

© Copyright. All rights reserved. 138

 Unit 5
Exercise 30
Release Purchase Requisition

Business Example
You want to use a release procedure to ensure that requisitions that exceed a certain value
limit are approved by various persons before the requested materials can be ordered. For this
reason, you must know how to release purchase requisitions.
Release the purchase requisitions.

Note:
To perform this exercise, use the SAP Fiori launchpad.
Always replace the characters ## with the number assigned to you.

1. Create a purchase requisition without source determination with the data from the
following table. To do this, use the Create Purchase Requisition – Advanced app.
Field Value

Account Assignment Category K (Cost center)

Short Text Service

Quantity / Unit 1 AU

Material Group S001

Plant 1010

Purchasing Group Z00

Cost center 4110

Valuation price 510000 EUR

Check the following information on the release status on the Release strategy tab page in
the item detail:
Field Value
Release group
Release strategy
Release indicator
Release codes

Save the purchase requisition.

© Copyright. All rights reserved. 139

Unit 5: Document Release Procedures

Note the purchase requisition number:

2. Try to convert your purchase requisition into a purchase order with supplier S520–0##.
To do this, use the Create Purchase Order – Advanced app.

Which system message appears?

3. Approve the purchase requisition with the Z1 release code. For this, use the individual
release. You find the Release Purchase Requisition app in the S4520 tile group.
After the release has been performed, check the release indicator of your requisition.

Is the release procedure completed?

4. Perform a collective release for code Z2. To do so, use the Release Purchase Requisitions
app.

What is the release status of the items after the release?

© Copyright. All rights reserved. 140

 Unit 5
Solution 30
Release Purchase Requisition

Business Example
You want to use a release procedure to ensure that requisitions that exceed a certain value
limit are approved by various persons before the requested materials can be ordered. For this
reason, you must know how to release purchase requisitions.
Release the purchase requisitions.

Note:
To perform this exercise, use the SAP Fiori launchpad.
Always replace the characters ## with the number assigned to you.

1. Create a purchase requisition without source determination with the data from the
following table. To do this, use the Create Purchase Requisition – Advanced app.
Field Value

Account Assignment Category K (Cost center)

Short Text Service

Quantity / Unit 1 AU

Material Group S001

Plant 1010

Purchasing Group Z00

Cost center 4110

Valuation price 510000 EUR

Check the following information on the release status on the Release strategy tab page in
the item detail:
Field Value
Release group
Release strategy
Release indicator
Release codes

Save the purchase requisition.

© Copyright. All rights reserved. 141

Unit 5: Document Release Procedures

Note the purchase requisition number:

a) On the SAP Fiori launchpad, start the Create Purchase Requisition – Advanced app
from the Purchase Requisition Processing tile group.

b) Deselect the Source Determination checkbox.

c) Enter the data from the table.

d) In the item detail, choose the Release strategy tab page to see the following
information:
Field Value
Release group 01
Release strategy Z0
Release indicator X (blocked)
Release codes Z1, Z2

e) Save your purchase requisition.

2. Try to convert your purchase requisition into a purchase order with supplier S520–0##.
To do this, use the Create Purchase Order – Advanced app.

Which system message appears?

a) On the SAP Fiori launchpad, start the Create Purchase Order – Advanced app from the
Purchase Order Processing tile group.

b) In the header, enter supplier S520–0##.

c) Scroll right in the item overview until you reach the Purchase Requisition column.

d) Enter your purchase requisition number from the previous task and confirm your
entry.
The following message appears:
Purchase requisition ####, Item 00010, not released for ordering

3. Approve the purchase requisition with the Z1 release code. For this, use the individual
release. You find the Release Purchase Requisition app in the S4520 tile group.
After the release has been performed, check the release indicator of your requisition.

© Copyright. All rights reserved. 142

 Solution 30: Release Purchase Requisition

Is the release procedure completed?

a) On the SAP Fiori launchpad, start the Release Purchase Requisition app from the
S4520 tile group.

b) If your purchase requisition from the first task is not displayed automatically, choose
Other Purchase Requisition, enter your purchase requisition number and choose Other
Document.

c) In the item detail, choose the Release strategy tab page.

d) If you are in display mode, choose Display/Change.

e) Choose (Release) for the Z1 code.

Result
The release indicator is now 1 (Request for quotation). This means that you can convert
your purchase requisition into an RFQ, but not yet into a purchase order. For this, the
release with the Z2 code is still missing.

f) Save the purchase requisition without the second release.

4. Perform a collective release for code Z2. To do so, use the Release Purchase Requisitions
app.

What is the release status of the items after the release?

a) On the SAP Fiori launchpad, start the Release Purchase Requisitions app from the
S4520 tile group.

b) Enter release code Z2 and your purchase requisition number, delete the entries in all
other fields, and then execute the program.

c) Choose (Release) to release the purchase requisition.

d) Choose Back.

e) On the SAP Fiori launchpad, start the Create Purchase Requisition – Advanced app
from the Purchase Requisition Processing tile group.

f) Choose Other Purchase Requisition, enter your purchase requisition number and
choose Other Document.

g) In the item detail, choose the Release strategy tab page.

Result
The release indicator is now 2 (RFQ/purchase order). You can now convert the
purchase requisition into any follow-on document.

© Copyright. All rights reserved. 143

 Unit 5
Exercise 31
Create and Release Purchase Order

Business Example
You want to use a release procedure to ensure that purchase orders that exceed a certain
value limit are approved by various people before the purchase order can be issued to the
supplier. For this reason, you must know how to release purchase orders.
Create and release purchase orders.

Note:
This exercise uses data to be created in the exercises in unit 1 and in the previous
exercise. Make sure that you have completed all relevant exercises.
To perform this exercise, use the SAP Fiori launchpad.
Always replace the characters ## with the number assigned to you.

1. Convert your purchase requisition from the previous exercise into a purchase order. To do
this, use the Create Purchase Order – Advanced app.
Use the following data for your purchase order:

Field Value

Document Type NB

Supplier S520-0##

Purchasing Group 001

Check the purchase order to find out the following information on the Release Strategy tab
page in the header:
Field Value

Release group
Release strategy
Release indicator
Release code

Save your purchase order.

© Copyright. All rights reserved. 144

 Exercise 31: Create and Release Purchase Order

Note the purchase order number.

2. Release your purchase order with the MA release code. Use the individual release.

© Copyright. All rights reserved. 145

 Unit 5
Solution 31
Create and Release Purchase Order

Business Example
You want to use a release procedure to ensure that purchase orders that exceed a certain
value limit are approved by various people before the purchase order can be issued to the
supplier. For this reason, you must know how to release purchase orders.
Create and release purchase orders.

Note:
This exercise uses data to be created in the exercises in unit 1 and in the previous
exercise. Make sure that you have completed all relevant exercises.
To perform this exercise, use the SAP Fiori launchpad.
Always replace the characters ## with the number assigned to you.

1. Convert your purchase requisition from the previous exercise into a purchase order. To do
this, use the Create Purchase Order – Advanced app.
Use the following data for your purchase order:

Field Value

Document Type NB

Supplier S520-0##

Purchasing Group 001

Check the purchase order to find out the following information on the Release Strategy tab
page in the header:
Field Value

Release group
Release strategy
Release indicator
Release code

Save your purchase order.

© Copyright. All rights reserved. 146

 Solution 31: Create and Release Purchase Order

Note the purchase order number.

a) On the SAP Fiori launchpad, start the Create Purchase Order – Advanced app from the
Purchase Order Processing tile group.

b) If necessary, open the document overview by choosing Document Overview On.

c) Choose (Select variant) and choose My Purchase Requisitions.

d) Copy your purchase requisition from the previous exercise to the shopping cart.

e) Enter supplier S520-0##.

f) In the header data, choose the Org. Data tab page and change the purchasing group to
001.

g) Choose Check to identify the release strategy. To see the details of the release
strategy, choose the Release strategy tab page in the header data.
Result
The release group is S1, the release strategy is SH, the release indicator is B (Blocked,
changeable with value), and the release code is MA.

h) Save the purchase order.

2. Release your purchase order with the MA release code. Use the individual release.
a) On the SAP Fiori launchpad, start the Release Purchase Order app from the S4520 tile
group.

b) If your purchase order from the last task is not displayed automatically, choose Other
Purchase Order, enter your purchase order number and choose Other Document.

c) In the header data, choose the Release strategy tab page.

d) If you are in display mode, choose Display/Change.

e) Choose (Release) for the MA code and save the purchase order.
Result
The release indicator is now G (Released). This means that the message for the PO can
now be issued or that a goods receipt and a supplier invoice can be created with
reference to this PO.

© Copyright. All rights reserved. 147

 Unit 5
Exercise 32
Check Settings for Release Procedures

Business Example
In your enterprise, you want to establish release strategies for purchase requisitions. For this
reason, you must know how to set up release procedures for purchase requisitions.
Check Customizing settings for release procedures.

Note:
To perform this exercise, use the back-end system.
Always replace the characters ## with the number assigned to you.

1. Review the Customizing settings for release procedure Z0 for purchase requisitions (with
classification).

What are the Customizing settings for release procedures?

Which criteria must be met for a purchase requisition to be blocked according to strategy
Z0?

Can a release with a release code be carried out without a prerequisite?

Which prerequisite must be fulfilled before the release with the Z2 release code can be
performed?

© Copyright. All rights reserved. 148

 Unit 5
Solution 32
Check Settings for Release Procedures

Business Example
In your enterprise, you want to establish release strategies for purchase requisitions. For this
reason, you must know how to set up release procedures for purchase requisitions.
Check Customizing settings for release procedures.

Note:
To perform this exercise, use the back-end system.
Always replace the characters ## with the number assigned to you.

1. Review the Customizing settings for release procedure Z0 for purchase requisitions (with
classification).

What are the Customizing settings for release procedures?

Release groups, release codes, release indicators, release strategies, and workflow
settings

Which criteria must be met for a purchase requisition to be blocked according to strategy
Z0?

For the answer, see the table in solution step d.

Can a release with a release code be carried out without a prerequisite?

This is based on the Customizing settings.

Which prerequisite must be fulfilled before the release with the Z2 release code can be
performed?

The release with release code Z1 has been carried out.

a) In Customizing for Materials Management, choose Purchasing → Purchase

Requisition → Release Procedure → Procedure with Classification → Set Up
Procedure with Classification.

b) Double-click Release Strategies.

© Copyright. All rights reserved. 149

Unit 5: Document Release Procedures

c) Select the entry for the 01 group and the Z0 release strategy, and choose (Details).

d) Note that the criteria on the basis of which a requisition item is blocked are shown
under Classification. According to the Z0 strategy, a requisition is blocked if the
following criteria are satisfied:
Field Value
Doc. Type purch. req. NB (Purchase Requisition)
Account assignment category K (Cost Center) or P (Project)
Plant 1010 (Hamburg)
Purchasing group Z00
Total value of item > 500,000.00 EUR

e) Return to the previous screen.

f) Choose the Release Prerequisites button.

Result
The table shows that there are no prerequisites for release with the Z1 code. There is
one prerequisite for release with the Z2 code. Z1 must have effected release before Z2
can do so.

g) Choose the Continue button to close the dialog box.

h) Choose the Release Statuses button.

Result
A requisition item that has been released with the Z1 code has the 1 (Request for
Quotation) release status.

i) Choose the Continue button to close the dialog box.

j) Exit the transaction without making changes.

© Copyright. All rights reserved. 150

 Unit 5
Exercise 33
Create a New Release Procedure

Business Example
In your enterprise, users often use EUR 1 or less as a valuation price when creating purchase
requisitions. You want these purchase requisitions to be blocked. For this reason, you must
know how to create a corresponding release strategy and release codes.
Create a new release procedure.

Note:
To perform this exercise, use the back-end system.
Always replace the characters ## with the number assigned to you.

1. For purchase requisitions that are created with a value below EUR 1.01, you need a new
release strategy and a new release code. Therefore, you must define a new release
strategy for requisitions. For the 01 release group, define your own ## release code with
Code ## as the description.
Then create the new ## release strategy with the short description Strategy ##. Assign
the release strategy to the 01 release group. Assign the ## release code to your release
strategy, confirm the release prerequisites and statuses proposed by the system. Enter
the following values for the classification and save your strategy:

Field Value
Purchase requisition document NB (purchase requisition)

Account assignment category K or P

Plant 1010

Purchasing group Z##

Total value of item <1.01 EUR

2. Check the new strategy and create a requisition that matches your strategy. Use the S001
material group, the 4110 cost center, and a valuation price of 0.01. In addition, test the
valuation prices 1.00 and 1.01.

Has the item been blocked? If so, which strategy was assigned?

© Copyright. All rights reserved. 151

 Unit 5
Solution 33
Create a New Release Procedure

Business Example
In your enterprise, users often use EUR 1 or less as a valuation price when creating purchase
requisitions. You want these purchase requisitions to be blocked. For this reason, you must
know how to create a corresponding release strategy and release codes.
Create a new release procedure.

Note:
To perform this exercise, use the back-end system.
Always replace the characters ## with the number assigned to you.

1. For purchase requisitions that are created with a value below EUR 1.01, you need a new
release strategy and a new release code. Therefore, you must define a new release
strategy for requisitions. For the 01 release group, define your own ## release code with
Code ## as the description.
Then create the new ## release strategy with the short description Strategy ##. Assign
the release strategy to the 01 release group. Assign the ## release code to your release
strategy, confirm the release prerequisites and statuses proposed by the system. Enter
the following values for the classification and save your strategy:

Field Value
Purchase requisition document NB (purchase requisition)

Account assignment category K or P

Plant 1010

Purchasing group Z##

Total value of item <1.01 EUR

a) In Customizing for Materials Management, choose Purchasing → Purchase

Requisition → Release Procedure → Procedure with Classification → Set Up Procedure
with Classification.

b) On the Select Activity dialog window, double-click Release Codes.

c) Choose the New Entries button and enter the following data:
Field Value
Grp 01

Code ##

© Copyright. All rights reserved. 152

 Solution 33: Create a New Release Procedure

Field Value
Description Code ##

d) Return to the previous screen and choose (Save).

e) Return to the previous Select Activity dialog window. Double-click Release Strategies
and choose New Entries.

f) Enter release group 01, release strategy ##, the description Strategy ##, and
release code ##.

g) Choose Release Prerequisites and choose Continue.

h) Choose Release Statuses and choose Continue.

i) Choose the Classification button to assign the appropriate values to the

characteristics:

Table 1: Characteristics Data

Field Value
Doc. Type purch. req. NB (purchase requisition)

Account assignment category K and P

Plant 1010

Purchasing group Z##

Total value of item <1.01 EUR

j) Return to the previous screen and save your strategy.

2. Check the new strategy and create a requisition that matches your strategy. Use the S001
material group, the 4110 cost center, and a valuation price of 0.01. In addition, test the
valuation prices 1.00 and 1.01.

Has the item been blocked? If so, which strategy was assigned?

a) On the SAP Easy Access screen, choose Logistics → Materials Management →

Purchasing → Purchase Requisition → Create (ME51N).

b) Enter account assignment category K, any short text, a quantity of 1 pc, material
group S001, plant 1010, and purchasing group Z##, and then confirm your entries.

c) Enter cost center 4110 and a valuation price of 0.01, and then confirm your entries.

d) In the item detail, choose the Release Strategy tab.

Result
The item is blocked with the ## strategy.

© Copyright. All rights reserved. 153

Unit 5: Document Release Procedures

e) Change the valuation price to 1.00.

Result
The item is still blocked.

f) Change the valuation price to 1.01.

Result
The item is no longer blocked.

g) Save your purchase requisition.

© Copyright. All rights reserved. 154

 Unit 5
Exercise 34
Set Up Flexible Workflows for Purchase Orders

Business Example
In this exercise, you create and test a new workflow for purchase orders. You also approve a
workflow in the SAP Fiori Inbox.

Note:
To perform steps 1 of the exercise, use the back-end system. For all other steps,
use the SAP Fiori launchpad.
Always replace the characters ## with the number assigned to you.

1. In the back-end system T41, check for which purchase order document type the flexible
workflow is activated.

2. Define a new workflow WF## for purchase orders. The start condition for the workflow is
that the purchase order has purchasing group Z##. In this case, all purchase orders with a
total amount greater than EUR 500 have to be approved by user S4520-## or by user
TS450-##.

Note:
To perform this and the following steps, use the SAP Fiori launchpad.

3. To test your workflow, create a new purchase order with the Manage Purchase Orders
app. Order with the document type ZNBF 100 pieces of material T-R5## from supplier
S520-2## at a net price of 10 EUR for plant 1010. Use purchasing group Z##.

4. Approve your purchase order with the My Inbox app.

© Copyright. All rights reserved. 155

 Unit 5
Solution 34
Set Up Flexible Workflows for Purchase Orders

Business Example
In this exercise, you create and test a new workflow for purchase orders. You also approve a
workflow in the SAP Fiori Inbox.

Note:
To perform steps 1 of the exercise, use the back-end system. For all other steps,
use the SAP Fiori launchpad.
Always replace the characters ## with the number assigned to you.

1. In the back-end system T41, check for which purchase order document type the flexible
workflow is activated.
a) Call transaction OLME, then choose Purchase Order → Flexible Workflow for Purchase
Orders → Activate Flexible Workflow for Purchase Orders.
Result
The flexible workflow is activated for document type ZNBF.

Note:
Don't change this setting.

2. Define a new workflow WF## for purchase orders. The start condition for the workflow is
that the purchase order has purchasing group Z##. In this case, all purchase orders with a
total amount greater than EUR 500 have to be approved by user S4520-## or by user
TS450-##.

Note:
To perform this and the following steps, use the SAP Fiori launchpad.

a) In the SAP Fiori launchpad, start the Manage Workflows for Purchase Orders app from
the S4520 tile group.

b) Choose Create.

c) Enter the workflow name WF##.

d) In the Start Conditions section, select the precondition Purchasing group of purchase
order is and enter Z## as purchasing group.

e) In the Steps section, choose Create.

© Copyright. All rights reserved. 156

 Solution 34: Set Up Flexible Workflows for Purchase Orders

f) On the New Step screen, in the Header section, select Release of Purchase Order as
Step Type.

g) In the Recipients section, change Assignment By from Role to User and enter S4520–
## and TS450-## as users.
For Step to be completed by the One of the recipients radio button must be selected.

h) In the Step Conditions section, select Total net amount of purchase order is greater
than as precondition and enter 500 EUR as amount and currency.

i) Choose Create at the bottom of the screen, then Save, and then Activate.

3. To test your workflow, create a new purchase order with the Manage Purchase Orders
app. Order with the document type ZNBF 100 pieces of material T-R5## from supplier
S520-2## at a net price of 10 EUR for plant 1010. Use purchasing group Z##.
a) In the SAP Fiori launchpad, start the Manage Purchase Orders app from the Purchase
Order Processing tile group.

b) Choose Create.

c) On the Purchase Order screen, in the General Information section, enter purchasing
document type PO f. flex. WF (ZNBF), supplier S520-2##, and purchasing group
Z##.

d) In the Items section, choose Create and enter the following data:
Field Value
Material T-R5##

Plant 1010

Order Quantity 100

Net Order Price 10

e) Choose Order to save your purchase order.

After you have saved your purchase order, choose (Expand Header). In the Header
section, you can see that the purchase order has the In Approval status.

4. Approve your purchase order with the My Inbox app.

a) In the SAP Fiori launchpad, start the My Inbox app from the Inbox tile group.
Result
There should be an item for approval – the purchase order you created in the previous
step.

b) Choose Approve and then Submit to complete the approval.

© Copyright. All rights reserved. 157

 Unit 6
Exercise 35
Process an Invoicing Plan

Business Example
You want to pay the rent for a printer to your supplier automatically. For this reason, you must
know how to create a periodic invoicing plan and carry out automatic settlement.

Note:
To perform steps 1–3 of the exercise, use the SAP Fiori launchpad. The last task
must be executed in the back-end.
Always replace the characters ## with the number assigned to you.

1. You want to create a rental agreement with supplier S4515-2## in the system in the form
of a periodic invoicing plan. The rent is to be settled (invoiced and paid) automatically.

Which checkbox must be selected for the business partner for this purpose?

Check whether this indicator is set for business partner S4515-2## and determine the
terms of payment that will be defaulted for the 101C purchasing organization.

2. Create an invoice plan for the rent of a printer from supplier S4515-2##. The rental
agreement begins on the first day of the current month and is valid for 12 months. Use the
Create Purchase Order – Advanced app and enter the following data for the purchase
order:
Field Data Value
Header Data
Document Type Framework Order (FO)

Supplier S4515-2##

Purchasing Organization 101C

Purchasing Group Z##

Validity Start <first day of the current month>

Validity End <last day of the previous month +

1 year >

Item Data
Account Assignment Category K

© Copyright. All rights reserved. 158

 Exercise 35: Process an Invoicing Plan

Field Data Value

Short Text Rent for a printer

PO Quantity 1

Order Unit MON (month)

Net Price EUR 99

Material Group Z901

Plant 1010

G/L Account 63005000

Cost Center 20200

Tax Code V1

Since you do not expect a goods receipt for the item, change the relevant indicator on the
Delivery tab. To create the invoicing dates, assign the Sample Periodic Invoice Plan
invoicing plan type to the item. To do so, choose the Invoicing Plan button on the Invoice
tab.

What is the invoicing date of the first rental payment and what billing status does this date
have?

Since the monthly rent is to be paid in advance, select the In Advance checkbox. Go back
to the item overview and save the invoicing plan.

Purchase Order Number:

3. Generate the invoice that is due according to the invoicing plan. Use the Create Invoicing
Plan Settlement app and the following selection criteria for this purpose:
Field Data Value
Company Code 1010

Plant 1010

Supplier S4515-2##

Ensure that the Test run indicator checkbox is deselected and display the invoicing plan by
branching from the processing log to the purchase order.

© Copyright. All rights reserved. 159

Unit 6: Specific Procurement Processes

Is invoicing complete for the first invoicing date? Check the billing status.

4. Display the settings in Customizing for the Sample Periodic Invoice Plan periodic invoicing
plan type.

According to which date rule are the default values for the invoicing date calculated?

Are invoice amounts for a settlement period due for payment in advance or in arrears?

Are the invoicing dates proposed automatically in the purchase order?

© Copyright. All rights reserved. 160

 Unit 6
Solution 35
Process an Invoicing Plan

Business Example
You want to pay the rent for a printer to your supplier automatically. For this reason, you must
know how to create a periodic invoicing plan and carry out automatic settlement.

Note:
To perform steps 1–3 of the exercise, use the SAP Fiori launchpad. The last task
must be executed in the back-end.
Always replace the characters ## with the number assigned to you.

1. You want to create a rental agreement with supplier S4515-2## in the system in the form
of a periodic invoicing plan. The rent is to be settled (invoiced and paid) automatically.

Which checkbox must be selected for the business partner for this purpose?

The Eval. Receipt Settlement checkbox must be selected for the business partner in the
additional purchasing data.

Check whether this indicator is set for business partner S4515-2## and determine the
terms of payment that will be defaulted for the 101C purchasing organization.
a) On the SAP Fiori launchpad, start the Maintain Business Partner app from the Supplier
and BP tile group.

b) Enter business partner S4515-2## and choose Start.

c) Double-click on the S4515-2## business partner.

d) If necessary, choose Supplier (FLVN01) as the Display in BP role and then choose
Purchasing.

e) On the Purchasing Data tab, you can see that the payment terms are ZB05 (10 days
2%, 30 days 1%, 50 days net).

f) On the Purchasing Data tab, scroll down to the Additional Purchasing Data screen area
to check if the Eval. Receipt Settlement checkbox is selected.
The Eval. Receipt Settlement checkbox is selected.

2. Create an invoice plan for the rent of a printer from supplier S4515-2##. The rental
agreement begins on the first day of the current month and is valid for 12 months. Use the
Create Purchase Order – Advanced app and enter the following data for the purchase
order:

© Copyright. All rights reserved. 161

Unit 6: Specific Procurement Processes

Field Data Value

Header Data
Document Type Framework Order (FO)

Supplier S4515-2##

Purchasing Organization 101C

Purchasing Group Z##

Validity Start <first day of the current month>

Validity End <last day of the previous month +

1 year >

Item Data
Account Assignment Category K

Short Text Rent for a printer

PO Quantity 1

Order Unit MON (month)

Net Price EUR 99

Material Group Z901

Plant 1010

G/L Account 63005000

Cost Center 20200

Tax Code V1

Since you do not expect a goods receipt for the item, change the relevant indicator on the
Delivery tab. To create the invoicing dates, assign the Sample Periodic Invoice Plan
invoicing plan type to the item. To do so, choose the Invoicing Plan button on the Invoice
tab.

What is the invoicing date of the first rental payment and what billing status does this date
have?

The invoice date of the first rental payment is the first day of the current month. The billing
status is A (Open).

Since the monthly rent is to be paid in advance, select the In Advance checkbox. Go back
to the item overview and save the invoicing plan.

© Copyright. All rights reserved. 162

 Solution 35: Process an Invoicing Plan

Purchase Order Number:

a) On the SAP Fiori launchpad, start the Create Purchase Order – Advanced app from the
Purchase Order Processing tile group.

b) Change the Order type from Standard PO (NB) to Framework Order (FO).

c) Enter supplier S4515-2## and confirm your entry.

d) Choose the Org. Data tab and enter the purchasing organization and the purchasing
group.

e) Choose the Additional Data tab and enter the validity period of the rental agreement. In
the Validity Start field, enter <first day of the current month> and, in the
Validity End field, enter <last day of the previous month + 1 year>. Confirm
your entries.

f) Confirm the message about a validity period start date in the past.

g) Enter the following item data in the item overview:

Field Data Value
A (Account Assignment Category) K

Short Text Rent for a printer

PO Quantity 1

OUn (Order Unit) MON (month)

Net Price (EUR) 99

Matl Group Z901

Plant 1010

h) In the item details, choose the Account Assignment tab page. Change the G/L account
to 63005000 and enter cost center 20200.

i) Choose the Delivery tab page and deselect the Goods Receipt checkbox.

j) Choose the Invoice tab page, enter tax code V1, and choose the Invoicing Plan button.
Select Sample periodic invoice plan as Invoicing plan type and choose the Continue
button.

k) Select the In Advance checkbox.

l) Return to the previous screen, confirm the information about unbilled dates in the
past, and save the invoicing plan.

3. Generate the invoice that is due according to the invoicing plan. Use the Create Invoicing
Plan Settlement app and the following selection criteria for this purpose:
Field Data Value
Company Code 1010

© Copyright. All rights reserved. 163

Unit 6: Specific Procurement Processes

Field Data Value

Plant 1010

Supplier S4515-2##

Ensure that the Test run indicator checkbox is deselected and display the invoicing plan by
branching from the processing log to the purchase order.

Is invoicing complete for the first invoicing date? Check the billing status.

Invoicing is complete for the first invoice date. This is indicated by the billing status C.

a) On the SAP Fiori launchpad, start the Create Invoicing Plan Settlement app via the
search function.

b) Enter company code 1010, plant 1010, and supplier S4515-2##.

c) In the Processing Options screen area, deselect the Test Run indicator if it is selected.

d) Execute the program to generate the invoice.

Result
The system displays a log with the numbers of the documents that were generated.

e) Click the purchasing document that is displayed (your purchase order).

f) In the item details, choose the Invoice tab, and choose the Invoicing Plan button to see
in the second last column in the list the billing status. For the first line, the billing status
is C (Invoiced).

4. Display the settings in Customizing for the Sample Periodic Invoice Plan periodic invoicing
plan type.

According to which date rule are the default values for the invoicing date calculated?

Default values for the invoicing date are calculated according to date rule 50 (Monthly on
First of Month).

Are invoice amounts for a settlement period due for payment in advance or in arrears?

Invoice amounts for a settlement period are due for payment arrears because the In
Advance checkbox is deselected.

Are the invoicing dates proposed automatically in the purchase order?

The invoicing dates are proposed automatically in the purchase order because the Dialog
Pur. Order checkbox is selected.

© Copyright. All rights reserved. 164

 Solution 35: Process an Invoicing Plan

a) In the back-end, in Customizing for Materials Management, choose Purchasing →

Purchase Order → Invoicing Plan → Invoicing Plan Types → Maintain Periodic
Invoicing Plan Types.

b) If there is more than one entry, select the Sample Periodic Invoice Plan invoicing plan
type and choose Details.

© Copyright. All rights reserved. 165

 Unit 6
Exercise 36
Process a Blanket Purchase Order

Business Example
You want to simplify the procurement of low-value consumable materials that are required at
irregular intervals. For this reason, you must know how to create blanket purchase orders and
enter invoices for the blanket purchase orders.

Note:
To perform this exercise, use the SAP Fiori launchpad.
Always replace the characters ## with the number assigned to you.

1. Your purchasing department has agreed with supplier S520-1## that the 1010 plant can
procure office materials by fax or mail. For this purpose, create a blanket purchase order,
using the Create Purchase Order – Advanced app.
Note the following:

● Use the Z## purchasing group and the 101C purchasing organization.

● The validity period starts today and ends on December 31 of next year.

● Choose document type FO Framework Order and the item category B for Limit items.

● Allocate the costs to the 20200 cost center.

● Enter Office supplies as the short text and 190690 as the material group.

● The expected value is EUR 50,000. In addition, stipulate that the overall limit for
invoice verification purposes is to be EUR 52,000.

What is the purpose of the entry in the Expected value field?

When you have entered all the data, save your purchase order.

Purchase order number:

2. Supplier S520-1## sends you the following invoice. Enter the invoice using the Create
Supplier Invoice app with the following data and then post the invoice:

© Copyright. All rights reserved. 166

 Exercise 36: Process a Blanket Purchase Order

Field Data Value

Invoice Date <Today's date>

Gross Invoice Amount 11,900

Tax amount 1,900

Tax code (header and item data) V1

Purchase order <your PO from step 1>

Item Amount 10,000

Document number:

3. Display your blanket purchase order.

What is the actual value of the purchase order item?

4. Enter a further invoice against your blanket purchase order. Use the following data:
Field Data Value
Invoice date <Today's date>

Amount 59,500

Tax amount 9,500

Tax code (header and item data) V1

Purchase order <Your PO from step 1>

Item amount 50,000

As a result of the second invoice with the item amount of EUR 50,000, the overall limit of
the purchase order item is exceeded. Can you still post the invoice?

© Copyright. All rights reserved. 167

 Unit 6
Solution 36
Process a Blanket Purchase Order

Business Example
You want to simplify the procurement of low-value consumable materials that are required at
irregular intervals. For this reason, you must know how to create blanket purchase orders and
enter invoices for the blanket purchase orders.

Note:
To perform this exercise, use the SAP Fiori launchpad.
Always replace the characters ## with the number assigned to you.

1. Your purchasing department has agreed with supplier S520-1## that the 1010 plant can
procure office materials by fax or mail. For this purpose, create a blanket purchase order,
using the Create Purchase Order – Advanced app.
Note the following:

● Use the Z## purchasing group and the 101C purchasing organization.

● The validity period starts today and ends on December 31 of next year.

● Choose document type FO Framework Order and the item category B for Limit items.

● Allocate the costs to the 20200 cost center.

● Enter Office supplies as the short text and 190690 as the material group.

● The expected value is EUR 50,000. In addition, stipulate that the overall limit for
invoice verification purposes is to be EUR 52,000.

What is the purpose of the entry in the Expected value field?

The entry in the Expected value field is the value that the item is not likely to exceed. This
value is also printed in the purchase order and is relevant for release procedures.

When you have entered all the data, save your purchase order.

Purchase order number:

a) In the SAP Fiori launchpad, start the Create Purchase Order – Advanced app from the
Purchase Order Processing tile group.

© Copyright. All rights reserved. 168

 Solution 36: Process a Blanket Purchase Order

b) Change the document type from Standard PO (NB) to Framework order (FO).

c) Enter supplier S520-1## and confirm you entry.

d) On the Org. Data tab page, enter purchasing organization 101C and purchasing group
Z##.

e) Choose the Additional Data tab page in the header data and enter the following values:
Field Data Value
Validity Start <Today’s date>

Validity End <End of next year>

f) Enter the following data in the Item Overview screen area and confirm your entries:
Field Data Value
A (Acct Ass. Cat.) K (Cost center)

I (Item Cat.) B (Limit)

Short Text Office supplies

Matl. Group 190690

Plant 1010

g) In the Item Details screen area, on the Limits tab page, enter the following data, and
confirm your entries by pressing Enter:
Field Data Value
Overall Limit 52,000

Expected value 50,000

h) In the Account Assignment of Limit dialog window, enter cost center 20200, and
choose Continue.

i) Save the purchase order and note the number.

2. Supplier S520-1## sends you the following invoice. Enter the invoice using the Create
Supplier Invoice app with the following data and then post the invoice:
Field Data Value

Invoice Date <Today's date>

Gross Invoice Amount 11,900

Tax amount 1,900

Tax code (header and item data) V1

Purchase order <your PO from step 1>

Item Amount 10,000

© Copyright. All rights reserved. 169

Unit 6: Specific Procurement Processes

Document number:

a) In the SAP Fiori launchpad, start the Create Supplier Invoice app from the S4520 tile
group.

b) In the General Information area enter 11900 as gross invoice amount and <Today's
date> as invoice date.

c) In the Purchasing Document References area, enter your purchase order number.
Confirm your entry so that the system proposes the data from the purchase order.

d) In the invoice item enter 10000 as amount and V1 as tax code.

e) Choose Check and then Post.

Note the number of the invoice document.

3. Display your blanket purchase order.

What is the actual value of the purchase order item?

The actual value is EUR 10,000.

a) In the SAP Fiori launchpad, start the Create Purchase Order – Advanced app from the
Purchase Order Processing tile group.

b) If your blanket purchase order is not displayed, choose Other Purchase Order, enter
the number of the blanket purchase order, and choose the Other Document button.

c) Choose the Limits tab page in the Item Details screen area.
The actual value of the item is EUR 10,000.

4. Enter a further invoice against your blanket purchase order. Use the following data:
Field Data Value
Invoice date <Today's date>

Amount 59,500

Tax amount 9,500

Tax code (header and item data) V1

Purchase order <Your PO from step 1>

Item amount 50,000

© Copyright. All rights reserved. 170

 Solution 36: Process a Blanket Purchase Order

As a result of the second invoice with the item amount of EUR 50,000, the overall limit of
the purchase order item is exceeded. Can you still post the invoice?

You can still post the invoice even if the limit is exceeded. However, the system blocks it
for payment due to price variance.

a) In the SAP Fiori launchpad, start the Create Supplier Invoice app from the S4520 tile
group.

b) In the General Information area enter 59500 as gross invoice amount and <Today's
date> as invoice date .

c) In the Purchasing Document References area, enter your purchase order number.
Confirm your entry so that the system proposes the data from the purchase order.

d) In the invoice item enter 50000 as amount and V1 as tax code.

e) Choose Check.
Result
The system issues the message Value exceeds limit 52.000,00 EUR in PO.

f) Close the message and choose Post.

You get the information that the invoice is blocked for payment.

© Copyright. All rights reserved. 171

 Unit 6
Exercise 37
Execute Subcontracting

Business Example
You provide your supplier (a subcontractor) with components from which the supplier has to
manufacture an finished product ordered by you. You want to create a purchase order for the
finished product containing the components needed to manufacture the ordered product. For
this reason, you must know how to create a subcontracting item and enter goods receipts for
subcontracting items.

Note:
To perform this task, use the SAP Fiori launchpad.
Always replace the characters ## with the number assigned to you.

1. Change the materials planning settings (MRP 2 view) for material T-FL3## in the 1010
plant as follows:
Field Data Value
Procurement type F

Special procurement 30 (Subcontracting)

Planned delivery time 10

Safety Stock 25

2. Create a subcontracting info record with the Manage Purchasing Info Record app.
Create a new info record with the following data:

Field Value

Purchasing Info Record Category Subcontracting

Supplier T-S52A##

Material T-FL3##

Purchasing Organization 101C

Plant 1010

Purchasing Group Z##

Delivery Time in Days 10

Standard Order Quantity 5

Automatic Sourcing Select the checkbox

© Copyright. All rights reserved. 172

 Exercise 37: Execute Subcontracting

Field Value

Gross Price (Amount) 900

3. Carry out an individual planning run for material T-FL3## in the 1010 plant. Use the Check
Material Coverage app from the S4520 tile group.
Analyze the result of the planning run.

Which item category and which source of supply have been assigned to the purchase
requisition?

Have subcontracting components been assigned to the requisition item? If so, which
components are involved and what is the required quantity in each case?

Note:
To display the purchase requisition completely, navigate to the Document
Info first. From this you can use the document number to branch to the
Manage Purchase Requisitions Professional app.
In this app, in the item details, on the Material Data tab page you find the link
to the components.

After this keep the Manage Material Coverage window open.

4. Convert the purchase requisition into a purchase order for supplier T-S52A##.

Do you need to enter an order price?

Note the purchase order number assigned by the system.

Purchase order number:

5. The components T-FL3A## and T-FL3B## need to be sent to the subcontractor. Post the
goods issue from the 101A storage location using the Subcontracting Cockpit app. Start

© Copyright. All rights reserved. 173

Unit 6: Specific Procurement Processes

the selection for your subcontractor T-S52A## and the shipping date from today to today
+ 30 days.
Note that the counterweights T-FL3C## will be provided in another way.

6. Order the 5 counterweights T-FL3C## from supplier T-SUP02 at a price of EUR 250 per
piece. Use purchasing organization 101C and purchasing group Z##. The goods are to be
delivered directly to the subcontractor T-S52A## tomorrow.
Create the purchase order using the Create Purchase Order – Advanced app and make a
note of the document number after saving.

Purchase order number:

7. Your subcontractor T-S52A## informs you that he has received the counterweights from
supplier T-SUP02 and sends you a copy of the delivery note. Post the goods receipt for
this purchase order. If you have to enter a storage location 101A.

8. Subcontractor T-S52A## delivers the full order quantity for your subcontracting order
from step 4. Post this goods receipt to the 101A storage location.

9. Check the Subcontracting Cockpit for subcontractor T-S52A##. Use the same selection
values as in the previous exercise for the Subcontracting Cockpit.

Are there any open operations or stocks?

© Copyright. All rights reserved. 174

 Unit 6
Solution 37
Execute Subcontracting

Business Example
You provide your supplier (a subcontractor) with components from which the supplier has to
manufacture an finished product ordered by you. You want to create a purchase order for the
finished product containing the components needed to manufacture the ordered product. For
this reason, you must know how to create a subcontracting item and enter goods receipts for
subcontracting items.

Note:
To perform this task, use the SAP Fiori launchpad.
Always replace the characters ## with the number assigned to you.

1. Change the materials planning settings (MRP 2 view) for material T-FL3## in the 1010
plant as follows:
Field Data Value
Procurement type F

Special procurement 30 (Subcontracting)

Planned delivery time 10

Safety Stock 25

a) On the SAP Fiori launchpad, start the Change Material app from the Material Master
tile group.

b) Enter material number T-FL3## and choose the Select View(s) button.

c) Select the MRP 2 view and choose the Org. Levels button.

d) Enter plant 1010 and choose (Continue).

e) On the Change Material T-FL3## screen, in the Procurement screen area, change the
procurement type to F and enter special procurement key 30.

f) In the Scheduling screen area, enter 10 as the planned delivery time.

g) In the Net Requirements Calculation screen area, enter a safety stock of 25.

h) Save the material master record.

2. Create a subcontracting info record with the Manage Purchasing Info Record app.
Create a new info record with the following data:

© Copyright. All rights reserved. 175

Unit 6: Specific Procurement Processes

Field Value

Purchasing Info Record Category Subcontracting

Supplier T-S52A##

Material T-FL3##

Purchasing Organization 101C

Plant 1010

Purchasing Group Z##

Delivery Time in Days 10

Standard Order Quantity 5

Automatic Sourcing Select the checkbox

Gross Price (Amount) 900

a) On the SAP Fiori launchpad, start the Manage Purchasing Info Records app from the
Source of Supply Management tile group.

b) Choose Create.

c) Enter the data from the table above. To enter the price, choose Create in the
Conditions area.

d) Choose Apply and then Create.

3. Carry out an individual planning run for material T-FL3## in the 1010 plant. Use the Check
Material Coverage app from the S4520 tile group.
Analyze the result of the planning run.

Which item category and which source of supply have been assigned to the purchase
requisition?

The requisition item has been assigned the L (Subcontracting) item category and the fixed
vendor is T-S52A##.

Have subcontracting components been assigned to the requisition item? If so, which
components are involved and what is the required quantity in each case?

Yes, the following subcontracting components are assigned to the requisition item: T-
FL3A## with a requirement quantity of 5 pieces; T-FL3B## with a requirement quantity of
5 pieces; and T-FL3C## with a requirement quantity of 2500 kg.

© Copyright. All rights reserved. 176

 Solution 37: Execute Subcontracting

Note:
To display the purchase requisition completely, navigate to the Document
Info first. From this you can use the document number to branch to the
Manage Purchase Requisitions Professional app.
In this app, in the item details, on the Material Data tab page you find the link
to the components.

After this keep the Manage Material Coverage window open.

a) On the SAP Fiori launchpad, start the Check Material Coverage app from the S4520 tile
group.

b) Enter material T-FL3## and plant 1010 and choose OK.

c) On the Manage Material Coverage screen, choose Start MRP Run.

d) Observe that the following message is displayed:

MRP run completed
One new purchase requisitions has been generated.

e) To determine the item category and the fixed vendor of the purchase requisition, click
on the number of the requisition.
In the popover you can see that fixed vendor is T-S52A## and item category
(=Procurement Type) is Subcontracting.

f) In the popover, choose Open ... → Document Info.

g) On the Purchase Requisition Item screen, in the General Information section, click the
purchase requisition number and then choose Manage Purchase Requisitions
Professional.
This automatically opens a new browser window in which the purchase requisition is
displayed in the Create Purchase Requisitions - Advanced app.

h) In the item detail, on the Material Data tab page, choose Components to access the
components list.

i) Return to the Manage Material Coverage window.

4. Convert the purchase requisition into a purchase order for supplier T-S52A##.

Do you need to enter an order price?

No, the system determines an order price from the info record.

Note the purchase order number assigned by the system.

Purchase order number:

© Copyright. All rights reserved. 177

Unit 6: Specific Procurement Processes

a) On the Manage Material Coverage screen, in the row of the purchase requisition, click
the arrow to the right of Edit and choose Convert.

b) To convert the purchase requisition to a purchase order, choose OK.

Note the purchase order number.

5. The components T-FL3A## and T-FL3B## need to be sent to the subcontractor. Post the
goods issue from the 101A storage location using the Subcontracting Cockpit app. Start
the selection for your subcontractor T-S52A## and the shipping date from today to today
+ 30 days.
Note that the counterweights T-FL3C## will be provided in another way.
a) On the SAP Fiori launchpad, start the Subcontracting Cockpit app from the S4520 tile
group.

b) In the field Shipping Date, choose Today -X / +Y Days under Date Range and make
the following entries and choose Apply:
Field Entry/Selection
Before Today 0 days

After Today 30 days

c) Enter Subcontractor T-S52A##, remove all other filters if necessary and choose Go.

d) Choose (Expand All).

e) Select the items for Carrier (T-FL3A##) and Frame (T-FL3B##) and choose Post
Goods Issue.

f) On the Post Goods Issue dialog window, enter storage location 101A for both items and
choose Post Goods Issue.
Result
You receive the message that a document with two items was posted. The
Subcontracting Cockpit updates automatically the Pending Quantity after you confirm
the message.

6. Order the 5 counterweights T-FL3C## from supplier T-SUP02 at a price of EUR 250 per
piece. Use purchasing organization 101C and purchasing group Z##. The goods are to be
delivered directly to the subcontractor T-S52A## tomorrow.
Create the purchase order using the Create Purchase Order – Advanced app and make a
note of the document number after saving.

Purchase order number:

a) On the SAP Fiori launchpad, start the Create Purchase Order - Advanced app from the
Purchase Order Processing tile group.

b) In the header data, enter supplier T-SUP02, and if necessary, purchasing organization
101C and purchasing group Z##.

© Copyright. All rights reserved. 178

 Solution 37: Execute Subcontracting

c) In the item overview, enter material T-FL3C##, a quantity of 5 pieces, a price of EUR
250 per piece, and plant 1010.

d) Choose the Delivery Address tab page in the item details.

e) Enter T-S52A## in the Supplier field and select the SC Supp (Subcontracting Supplier)
checkbox.

f) Save the purchase order.

7. Your subcontractor T-S52A## informs you that he has received the counterweights from
supplier T-SUP02 and sends you a copy of the delivery note. Post the goods receipt for
this purchase order. If you have to enter a storage location 101A.
a) In the SAP Fiori launchpad, start the Post Goods Receipt for Purchasing Document app
from the S4520 tile group.

b) Enter the purchase order number from the previous step and confirm your entry.

c) Enter 101A as storage location.

Anyway, the posting will be made to the subcontracting stock of supplier T-S52A##.

d) Choose Post.

8. Subcontractor T-S52A## delivers the full order quantity for your subcontracting order
from step 4. Post this goods receipt to the 101A storage location.
a) In the SAP Fiori launchpad, start the Post Goods Receipt for Purchasing Document app
from the S4520 tile group.

b) Enter your subcontracting order number and confirm your entry.

c) Select storage location 101A and choose Post.

9. Check the Subcontracting Cockpit for subcontractor T-S52A##. Use the same selection
values as in the previous exercise for the Subcontracting Cockpit.

Are there any open operations or stocks?

a) In the SAP Fiori launchpad, start the Subcontracting Cockpit app from the S4520 tile
group.

b) In the Shipping Date field, choose Today -X / +Y Days under Date Range and make
the following entries:
Field Entry/Selection
Before Today 0 days

After Today 30 days

c) Enter subcontractor T-S52A##, remove all other selection criteria, and choose Go.
Result
A message stating that no data was found appears. This means that there are no open
purchase orders for subcontractor T-S52A##.

© Copyright. All rights reserved. 179

 Unit 6
Exercise 38
Optional: Create and Convert Purchase
Requisitions for Special Cases

Business Example
Your company has a wide variety of use cases for which materials or services need to be
requested.
Therefore, you want to test the creation of purchase requisitions and the conversion of these
requisitions into follow-on documents.

Note:
To perform this exercise, use the SAP Fiori launchpad.
Always replace the characters ## with the number assigned to you.

Task 1: Requesting the Replacement of a Printer

The last time your printer was due for repair, it was found that the machine was no longer
worth repairing. Therefore, you need to procure a new printer.

1. Request the procurement of a new printer for plant 1010. Use material group Z901 (IT
Hardware). You have researched that a new printer will cost EUR 3,990. Note that the
printer must be activated as an asset.

Which account assignment category do you have to use?

When you create the purchase requisition, generate a new asset with the asset class 3200
(Computer Hardware) and the cost center 4950 (Office Supplies). To create the purchase
requisition, use the Create Purchase Requisition – Advanced app.

Note the number of the purchase requisition:

2. Order the printer from the supplier T-S52BM. The printer will be delivered in eight weeks.
You could negotiate a lower price of EUR 3,500 with the supplier. However, a down
payment of 10% of the purchase price is due immediately.
Create the purchase order with purchasing organization 101C and purchasing group Z##.
To do this, use the Create Purchase Order – Advanced app.

© Copyright. All rights reserved. 180

 Exercise 38: Optional: Create and Convert Purchase Requisitions for Special Cases

Note the number of the purchase order:

Task 2: Requesting and Ordering a Bus Trip

Your department is planning an excursion for which a bus is to be rented.

1. Your department belongs to plant 1010 and the departmental excursion is to take place on
the first working day of the month after next. Your management (cost center 1110) has
provided EUR 500 for this purpose. The outstanding amount must be covered by your
cost center 4230.
You have received several quotations for the bus trip by phone. The cheapest offer, from
supplier B520-900, is for EUR 799. The 101C purchasing organization is responsible for
the subsequent booking.
Request the bus hire from this supplier using the Create Purchase Requisition - Advanced
app. Use the 0815 (Others) material group.

How can you distribute the costs?

How should you select the goods receipt checkbox to make the invoice process as simple
as possible?

After you have saved your data, make a note of the purchase requisition number:

2. Convert the purchase requisition from Step 1 into a purchase order.

Supplier B520-900 requires immediate payment, even though the journey will be made
later. Therefore, you decide to deduct a security retention of 25% of the invoice amount
until the journey has actually taken place.

How can you communicate to invoice verification the date until which the security is to be
retained?

© Copyright. All rights reserved. 181

Unit 6: Specific Procurement Processes

Note the number of the purchase order:

© Copyright. All rights reserved. 182

 Unit 6
Solution 38
Optional: Create and Convert Purchase
Requisitions for Special Cases

Business Example
Your company has a wide variety of use cases for which materials or services need to be
requested.
Therefore, you want to test the creation of purchase requisitions and the conversion of these
requisitions into follow-on documents.

Note:
To perform this exercise, use the SAP Fiori launchpad.
Always replace the characters ## with the number assigned to you.

Task 1: Requesting the Replacement of a Printer

The last time your printer was due for repair, it was found that the machine was no longer
worth repairing. Therefore, you need to procure a new printer.

1. Request the procurement of a new printer for plant 1010. Use material group Z901 (IT
Hardware). You have researched that a new printer will cost EUR 3,990. Note that the
printer must be activated as an asset.

Which account assignment category do you have to use?

Use the A account assignment category.

When you create the purchase requisition, generate a new asset with the asset class 3200
(Computer Hardware) and the cost center 4950 (Office Supplies). To create the purchase
requisition, use the Create Purchase Requisition – Advanced app.

Note the number of the purchase requisition:

a) On the SAP Fiori launchpad, start the Create Purchase Requisition – Advanced app
from the Purchase Requisition Processing tile group.

b) Enter account assignment category A, short text Printer, a quantity of 1 PC,

material group Z901, plant 1010, and purchasing group Z##. Confirm your entries.

© Copyright. All rights reserved. 183

Unit 6: Specific Procurement Processes

c) In the item detail, on the Valuation tab page, enter the valuation price of EUR 3990.

d) On the Account Assignment tab page, choose Assets (Create Assets).

e) On the Distribute to Assets dialog window, enter asset class 3200 and cost center
4950. Choose Distribute.
You can now see the number of the newly created asset in the corresponding column.

f) Save the purchase requisition.

2. Order the printer from the supplier T-S52BM. The printer will be delivered in eight weeks.
You could negotiate a lower price of EUR 3,500 with the supplier. However, a down
payment of 10% of the purchase price is due immediately.
Create the purchase order with purchasing organization 101C and purchasing group Z##.
To do this, use the Create Purchase Order – Advanced app.

Note the number of the purchase order:

a) On the SAP Fiori launchpad, start the Create Purchase Order - Advanced app from the
Purchase Order Processing tile group.

b) If necessary, choose Document Overview On.

c) In the Document Overview screen area, choose (Selection Variant) and select My
purchase requisitions.

d) Select your purchase requisition from Step 1 and choose (Adopt). T

e) hen enter supplier T-S52BM.

f) Change the delivery date to <today + 8 weeks> and the price to EUR 3500.

g) In the purchase order header, choose the Payment Processing tab page.

h) Change the down payment category (DP Category) to Mandatory Down Payment and
confirm the change.

i) Enter 10% as the down payment rate and <today’s date> as the due date.

j) Save the purchase order.

Task 2: Requesting and Ordering a Bus Trip

Your department is planning an excursion for which a bus is to be rented.

1. Your department belongs to plant 1010 and the departmental excursion is to take place on
the first working day of the month after next. Your management (cost center 1110) has
provided EUR 500 for this purpose. The outstanding amount must be covered by your
cost center 4230.
You have received several quotations for the bus trip by phone. The cheapest offer, from
supplier B520-900, is for EUR 799. The 101C purchasing organization is responsible for
the subsequent booking.

© Copyright. All rights reserved. 184

 Solution 38: Optional: Create and Convert Purchase Requisitions for Special Cases

Request the bus hire from this supplier using the Create Purchase Requisition - Advanced
app. Use the 0815 (Others) material group.

How can you distribute the costs?

Distribute the costs by amount.

How should you select the goods receipt checkbox to make the invoice process as simple
as possible?

Do not select the Goods receipt checkbox.

After you have saved your data, make a note of the purchase requisition number:

a) On the SAP Fiori launchpad, start the Create Purchase Requisition – Advanced app
from the Purchase Requisition Processing tile group.

b) Enter account assignment category K, the short text Bus trip, a quantity of 1 AU,
the delivery date <first working day of the month after next>, material
group 0815, plant 1010, and purchasing group Z##. Confirm your entries.

c) In the Item Details screen area, choose the Valuation tab page, enter the valuation
price EUR 799 and deselect the Goods Receipt checkbox. .
It doesn’t make sense to post a goods receipt for the bus journey. If the indicator is not
set, the purchase order value is proposed instead of the goods receipt value as soon as
the invoice is entered.

d) Choose the Account Assignment tab page and choose (Multiple Acct Assignment).

e) In the Distribution field, select Distribution by Amount in the dropdown menu to

distribute the costs.

f) In the first row of the table, enter a net value of 500 and cost center 1110.

g) In the second row, enter a net value of 299 and cost center 4230.

h) Choose the Source of Supply tab page and enter purchasing organization 101C and
B520-900 as the fixed vendor.

i) Save the purchase requisition.

2. Convert the purchase requisition from Step 1 into a purchase order.

Supplier B520-900 requires immediate payment, even though the journey will be made
later. Therefore, you decide to deduct a security retention of 25% of the invoice amount
until the journey has actually taken place.

© Copyright. All rights reserved. 185

Unit 6: Specific Procurement Processes

How can you communicate to invoice verification the date until which the security is to be
retained?

Communicate this to invoice verification using the Terms of Payment header text.

Note the number of the purchase order:

a) On the SAP Fiori launchpad, start the Create Purchase Order - Advanced app from the
Purchase Order Processing tile group.

b) If necessary, choose Document Overview On.

c) In the Document Overview screen area, choose (Selection Variant) and select My
purchase requisitions.

d) Select your purchase requisition from last step and choose (Adopt). T

e) In the header, choose the Delivery/Invoice tab page and change the payment terms to
0001 (Payable immediately Due net).

f) In the header, choose the Payment Processing tab page.

g) Change the entry in the Retention field to Applicable (Header Level) and confirm your
entry. Enter a security retention of 25%.

h) Choose the Texts tab page in the header data, to note the date until which the security
is to be retained.

i) On the Texts tab page, on the left side, choose Terms of Payment from the list. Enter a
corresponding message to the invoice verification clerk in the Terms of Payment text
field.

Note:
Provided the necessary customizing settings, this text will be displayed
automatically when the invoice is created.

j) Save the purchase order.

© Copyright. All rights reserved. 186

 Unit 7
Exercise 39
Create a New Document Type

Business Example
Change some settings for a new the document type for RFQs.

Note:
To perform this exercise, use the back-end system.
Always replace the characters ## with the number assigned to you.

1. Create a new L## document type, SA Group ##, for scheduling agreements.
You want to ensure that the document numbers for this document type are only assigned
internally from the number range interval 55. Time-dependent conditions should not be
possible for the new document type.
In Customizing, create the new document type L## by copying document type LP and
make the necessary changes.

© Copyright. All rights reserved. 187

 Unit 7
Solution 39
Create a New Document Type

Business Example
Change some settings for a new the document type for RFQs.

Note:
To perform this exercise, use the back-end system.
Always replace the characters ## with the number assigned to you.

1. Create a new L## document type, SA Group ##, for scheduling agreements.
You want to ensure that the document numbers for this document type are only assigned
internally from the number range interval 55. Time-dependent conditions should not be
possible for the new document type.
In Customizing, create the new document type L## by copying document type LP and
make the necessary changes.
a) In Customizing for Materials Management, choose Purchasing → Purchase Scheduling
Agreement → Define Document Types for Purchase Scheduling Agreements.

b) Select the line with document type LP and choose Edit → Copy As ....

c) In the copied line, replace LP with LP## and the description with SA Group ##.

d) Choose (Copy) and on the Specify object to be copied choose copy all.

e) Confirm the Information message with Continue.

f) To allow internal number assignment only, delete the external number range interval
56 for the document type LP##.

g) Deselect the Time-dep. conditions checkbox.

h) Save the changes.

If a message Prompt for customizing request is issued, choose (Create

Request), enter your user ID as short description and choose Save.

© Copyright. All rights reserved. 188

 Unit 7
Exercise 40
Define Field Selection and Check Settings

Business Example
You want to use the new document type LP## only for purchase scheduling agreements for
stock material. Therefore, the field for the account assignment category is to be hidden in the
item. However, it should be mandatory to specify a storage location. For this reason, you must
know how to adjust the field selection for the new document type.

Note:
This exercise uses data to be created in the previous exercises from unit 7. Make
sure that you have completed all relevant exercises.
To perform this exercise, use the back-end system.
Always replace the characters ## with the number assigned to you.

1. Examine how field selection can depend on document types when processing purchase
scheduling agreements.
Do not exit the transaction after this step.

2. The field selection for the purchase scheduling agreement document type LP## has to be
changed so that the storage location field is a mandatory field for an item and the account
assignment field is hidden. For this purpose, define a new LP## field selection key with
description SA Gr.## by copying the LPL key. Make the desired change in the new field
selection key and assign the new LP## key to the scheduling agreement document type
LP##.

3. Create a new purchase scheduling agreement with your new LP## document type, the
Z## purchasing group, the 101C purchasing organization and the 1010 plant.
You have agreed with supplier T-S50A## to release 30000 pieces of material C500-## at
a price of EUR 45 over the next 12 months.

Is it possible to manually enter the document number 56000009##?

Do you have to enter a storage location? If so, use 0001 as the storage location.

© Copyright. All rights reserved. 189

Unit 7: Selected Additional Customizing Topics

Can you enter an account assignment category in the item?

Can you enter a validity period for the conditions?

© Copyright. All rights reserved. 190

 Unit 7
Solution 40
Define Field Selection and Check Settings

Business Example
You want to use the new document type LP## only for purchase scheduling agreements for
stock material. Therefore, the field for the account assignment category is to be hidden in the
item. However, it should be mandatory to specify a storage location. For this reason, you must
know how to adjust the field selection for the new document type.

Note:
This exercise uses data to be created in the previous exercises from unit 7. Make
sure that you have completed all relevant exercises.
To perform this exercise, use the back-end system.
Always replace the characters ## with the number assigned to you.

1. Examine how field selection can depend on document types when processing purchase
scheduling agreements.
Do not exit the transaction after this step.
a) In Customizing for Materials Management,, choose Purchasing → Purchase
Scheduling Agreement → Define Screen Layout at Document Level.

b) Note that you will find all the field selection keys that are relevant for processing
scheduling agreements here.
The individual keys are defined as follows:

● AKT* for activity

● ME3* for transaction

● PT*L for item type

● $$* for EFB user parameter

● LPL for LP and LP## document types

Hint:
There is no analysis function on the basis of which a field has a certain
attribute.

c) Do not exit the transaction.

2. The field selection for the purchase scheduling agreement document type LP## has to be
changed so that the storage location field is a mandatory field for an item and the account
assignment field is hidden. For this purpose, define a new LP## field selection key with

© Copyright. All rights reserved. 191

Unit 7: Selected Additional Customizing Topics

description SA Gr.## by copying the LPL key. Make the desired change in the new field
selection key and assign the new LP## key to the scheduling agreement document type
LP##.
a) On the Change View "Screen Layout: Scheduling Agreement": Overview screen, select
the LPL field selection key and choose (Copy As).

b) Enter the key LP## and a description, such as SA Gr.##. Confirm your entry and save
the new key.

c) Select the LP## key and choose (Details).

d) Double-click the Basic data, item field selection group.

e) For Storage location, select the Reqd. entry checkbox and deselect the Opt.entry
checkbox.

f) For Account assignment category, deselect the Opt.entry checkbox.

g) Choose Back twice and save your changes.

h) In Customizing for Materials Management, choose Purchasing → Purchase Scheduling

Agreement → Define Document Types for Purchase Scheduling Agreements.

i) On the overview screen, for the LP## document type, in the Field Sel. field, enter the
new field selection key LP##. Save the document type.

Hint:
Further steps are also necessary for fully creating the document type.
This course does not consider these in great detail at this point.
Essentially, these steps are defining settings for partner determination,
defining texts, and determining messages.

3. Create a new purchase scheduling agreement with your new LP## document type, the
Z## purchasing group, the 101C purchasing organization and the 1010 plant.
You have agreed with supplier T-S50A## to release 30000 pieces of material C500-## at
a price of EUR 45 over the next 12 months.

Is it possible to manually enter the document number 56000009##?

It is not possible to manually enter a document number.

Do you have to enter a storage location? If so, use 0001 as the storage location.

You have to enter a storage location because it is mandatory.

© Copyright. All rights reserved. 192

 Solution 40: Define Field Selection and Check Settings

Can you enter an account assignment category in the item?

No because this field is not displayed in the item overview.

Can you enter a validity period for the conditions?

No, because time-dependent conditions are not possible for document type LP##.

a) On the SAP Easy Access screen, choose Logistics → Materials Management →

Purchasing → Outline Agreement → Scheduling Agreement → Create → Vendor
Known (ME31L).

b) On the initial screen, enter the following data and confirm your entries with Enter.
Field Value

Supplier T-S50A##

Agreement Type LP##

Agreement 56000009##

Purch. Organization 101C

Purchasing Group Z##

Plant 1010

Result
The message External number assignment not defined for document
type LP## appears.

c) Delete the number from the Agreement field and confirm your entries again.

d) On the Header Data screen, enter <Today + 12 month> as validity end date and
confirm your entry.

e) Enter material C500-##, a quantity of 30000, a net price of 45 and confirm you entries.
Note that you must additionally enter a storage location and that the column for the
account assignment category is hidden.

f) Select the item and choose (Item Conditions).

On the conditions detail screen, you can see that no validity period can be entered.

g) Choose Back and Save.

© Copyright. All rights reserved. 193

 Unit 7
Exercise 41
Manage System Messages

Business Example
In your enterprise, you want system messages to be set as a warning or an error, depending
on the user. For this reason, you must know how to adjust system messages.
Set up system messages in Purchasing.

Note:
To perform this exercise, use the back-end system.
Always replace the characters ## with the number assigned to you.

1. Check which category the following system message has:

06 028 (Purchase order date is in the past)

Attribute:

Create a copy of the system message 06 028 with version ##.

In version ##, the message should appear as an error message.

2. Assign the message version ## to your user and check whether the message now appears
as an error message. To do this, create the header data for a purchase order with supplier
T-S52A## and an order date in the past.

© Copyright. All rights reserved. 194

 Unit 7
Solution 41
Manage System Messages

Business Example
In your enterprise, you want system messages to be set as a warning or an error, depending
on the user. For this reason, you must know how to adjust system messages.
Set up system messages in Purchasing.

Note:
To perform this exercise, use the back-end system.
Always replace the characters ## with the number assigned to you.

1. Check which category the following system message has:

06 028 (Purchase order date is in the past)

Attribute:

Message 06 028 has the W (Warning) category.

Create a copy of the system message 06 028 with version ##.

In version ##, the message should appear as an error message.
a) In Customizing for Materials Management choose Purchasing → Environment
Data → Define Attributes of System Messages.

b) Double-click the System messages activity.

The 06 028 message has the W (Warning) attribute.

c) Select the message and choose (Copy As).

d) In the copied line, change the version to ##. Confirm your entry, and then change the
category to E (error message). Confirm your entries.

e) Confirm the message about the namespace and save the new message version.

2. Assign the message version ## to your user and check whether the message now appears
as an error message. To do this, create the header data for a purchase order with supplier
T-S52A## and an order date in the past.
a) Return to the Select Activity dialog window and double-click Maintain Users.

b) Enter your user ID (S4520-## or TS450-##) and choose (Change).

c) Choose the Parameters tab.

© Copyright. All rights reserved. 195

Unit 7: Selected Additional Customizing Topics

d) In the first free line, enter the parameter ID MSV and the parameter value ##. Save your
user.

Note:
If the MSV parameter ID is already present, change the parameter value to
##.

e) On the SAP Easy Access screen, choose Logistics → Materials Management →

Purchasing → Purchase Order → Create → Vendor/Supplying Plant Known (ME21N).

f) In the header, enter supplier T-S52A## and yesterday’s date as the purchasing
document date.

g) Note that when you confirm your entries, you receive the following error message:
Purchase order date is in the past

© Copyright. All rights reserved. 196

 Unit 7
Exercise 42
Apply the EVO User Parameter

Business Example
You want to check the default values for buyers. For this reason, you must know how to use
the EVO user parameter.
Check the EVO user parameter.

Note:
To perform this exercise, use the back-end system.

1. Check the settings for the default values for buyers.

How is the info record update defined for the 01 default value (default value for group 1) in
quotations?

© Copyright. All rights reserved. 197

 Unit 7
Solution 42
Apply the EVO User Parameter

Business Example
You want to check the default values for buyers. For this reason, you must know how to use
the EVO user parameter.
Check the EVO user parameter.

Note:
To perform this exercise, use the back-end system.

1. Check the settings for the default values for buyers.

How is the info record update defined for the 01 default value (default value for group 1) in
quotations?

a) In Customizing for Materials Management, choose Purchasing → Environment

Data → Define Default Values for Buyers.

b) In the Select Activity dialog window, double-click the Settings for Default Values
activity.

c) Select the 01 default value and choose (Details).

d) Note that the A value (update with or without plant) is the default for info record
update in quotations.

© Copyright. All rights reserved. 198

 Unit 7
Exercise 43
Apply the EFB User Parameter

Business Example
You want to prohibit certain purchasing functions for certain users. For this reason, you must
know how to apply the EFB user parameter.
Set function authorization for buyers.

Note:
To perform this exercise, use the back-end system.
Always replace the characters ## with the number assigned to you.

1. When certain users create a purchase requisition item for a material with a material
master record, they must be authorized to specify a price that is copied to the purchase
order even though there is an info record with a different price for the material. Check
which function authorization enables this function.

Function authorization:

2. Assign the function authorization that you identified in step 1 to your user with the EFB
parameter ID.

3. Test the setting by creating a purchase requisition and then converting it into a purchase
order.
Create a purchase requisition for 100 pieces of material A500-## for the 1010 plant.
Change the valuation price to EUR 42 and ascertain that this price will be adopted as gross
price when you convert the purchase requisition into a purchase order. Choose the info
record with supplier T-S50A## as source of supply.
Note the number of your purchase requisition.

Purchase requisition:

After this convert the purchase requisition to a purchase order and verify the price in the
PO item.

© Copyright. All rights reserved. 199

Unit 7: Selected Additional Customizing Topics

Which price is adopted?

© Copyright. All rights reserved. 200

 Unit 7
Solution 43
Apply the EFB User Parameter

Business Example
You want to prohibit certain purchasing functions for certain users. For this reason, you must
know how to apply the EFB user parameter.
Set function authorization for buyers.

Note:
To perform this exercise, use the back-end system.
Always replace the characters ## with the number assigned to you.

1. When certain users create a purchase requisition item for a material with a material
master record, they must be authorized to specify a price that is copied to the purchase
order even though there is an info record with a different price for the material. Check
which function authorization enables this function.

Function authorization:

a) In Customizing for Materials Management, choose Purchasing → Authorization

Management → Define Function Authorizations for Buyers.

b) On the Select Activity dialog window, double-click the Function Authorizations:

Purchase Order activity.

c) Select all the lines with Select All, and then choose Details.

d) Note that in the first entry (01 function authorization), the Adopt PO Price indicator is
selected.

e) Choose Next Entry.

f) Note that in the second entry (02 function authorization), the Adopt PO Price indicator
is deselected.

g) Note that the function you require is, therefore, possible with the 01 function
authorization.

Caution:
Do not change the settings for the two entries. If you want to practice with
other data, create a new entry.

© Copyright. All rights reserved. 201

Unit 7: Selected Additional Customizing Topics

2. Assign the function authorization that you identified in step 1 to your user with the EFB
parameter ID.
a) Return to the Select Activity dialog window and double-click Maintain Users.

b) Enter your user ID (S4520-## or TS450-##) and choose (Change).

c) Choose the Parameters tab page.

d) In the first free line, enter the parameter ID EFB and the parameter value 01.

e) Save your user.

3. Test the setting by creating a purchase requisition and then converting it into a purchase
order.
Create a purchase requisition for 100 pieces of material A500-## for the 1010 plant.
Change the valuation price to EUR 42 and ascertain that this price will be adopted as gross
price when you convert the purchase requisition into a purchase order. Choose the info
record with supplier T-S50A## as source of supply.
Note the number of your purchase requisition.

Purchase requisition:

After this convert the purchase requisition to a purchase order and verify the price in the
PO item.

Which price is adopted?

a) On the SAP Easy Access screen, choose Logistics → Materials Management →

Purchasing → Purchase Requisition → Create (ME51N).

b) In the item overview, enter material A500-##, a quantity of 100 pieces, and plant
1010. Confirm your entries.

c) Choose the Valuation tab. Change the valuation price to EUR 42.

d) In the PO Price field, select 1 As gross price.

e) Choose the Source of Supply tab and select the info record with supplier T-S50A## as
source of supply.

f) Save the purchase requisition.

g) On the SAP Easy Access screen, choose Logistics → Materials Management →

Purchasing → Purchase Order → Create → Vendor/Supplying Plant Known (ME21N).

h) Scroll to the right in the item overview until you reach the Purchase Req. column. Enter
your purchase requisition number and confirm your entry.

© Copyright. All rights reserved. 202

 Solution 43: Apply the EFB User Parameter

Result
A price of EUR 42 is displayed and you receive the following message:
Price for item 00010 adopted from requisition

Hint:
To check this, you can double-click the info record number to see that a
price of EUR 52 is stored there.

i) Save the Purchase Order.

© Copyright. All rights reserved. 203

 Unit 8
Exercise 44
Use KPIs in SAP HANA-Based Supplier
Evaluation

Business Example
In this exercise, you check the settings for segmentation and supplier evaluation.

Note:
To perform this exercise, use the SAP Fiori launchpad.
Always replace the characters ## with the number assigned to you.

1. Order the following materials from supplier S520-2## for the 1010 plant and the 101C
storage location:
Material Delivery Date Further Data
P615-1## Today 50 pieces, EUR 200 per
piece
P615-2## <Today + 6 Weeks> 20 pieces, EUR 180 per
piece
P615-3## <Today + 1 Week> 10 pieces, EUR 200 per
piece

Confirm all warning messages, save the purchase order, and make a note of the purchase
order number.

Purchase order number:

2. Post a goods receipt against this purchase order. Note that you receive a partial delivery
for the first and third item. See the following table for the quantities delivered.
Item Material Delivered Quantity
1 P615-1## 40 pieces
2 P615-2## 20 pieces
3 P615-3## 2 pieces

3. Display the KPI Supplier Evaluation By Time and check the Time Variance Score for
supplier S520-2##. View the data by document.

© Copyright. All rights reserved. 204

 Exercise 44: Use KPIs in SAP HANA-Based Supplier Evaluation

4. Display the settings for the score for the Time criterion.

5. Optional: Check the Training Questionnaire. Which questions regarding Service are
included in the questionnaire and how many options for the answers do these questions
have?

© Copyright. All rights reserved. 205

 Unit 8
Solution 44
Use KPIs in SAP HANA-Based Supplier
Evaluation

Business Example
In this exercise, you check the settings for segmentation and supplier evaluation.

Note:
To perform this exercise, use the SAP Fiori launchpad.
Always replace the characters ## with the number assigned to you.

1. Order the following materials from supplier S520-2## for the 1010 plant and the 101C
storage location:
Material Delivery Date Further Data
P615-1## Today 50 pieces, EUR 200 per
piece
P615-2## <Today + 6 Weeks> 20 pieces, EUR 180 per
piece
P615-3## <Today + 1 Week> 10 pieces, EUR 200 per
piece

Confirm all warning messages, save the purchase order, and make a note of the purchase
order number.

Purchase order number:

a) On the SAP Fiori launchpad, start the Create Purchase Order – Advanced app from the
Purchase Order Processing tile group.

b) Enter the supplier S520-2## in the header.

c) Record the items as specified in the table and enter plant 1010 and storage location
101C for each item.

d) Save the purchase order and note the number.

2. Post a goods receipt against this purchase order. Note that you receive a partial delivery
for the first and third item. See the following table for the quantities delivered.

© Copyright. All rights reserved. 206

 Solution 44: Use KPIs in SAP HANA-Based Supplier Evaluation

Item Material Delivered Quantity

1 P615-1## 40 pieces
2 P615-2## 20 pieces
3 P615-3## 2 pieces

a) On the SAP Fiori launchpad, start the Post Goods Receipt for Purchasing Document
app from the S4520 tile group.

b) Enter your purchase order number from step 1 and confirm your entry.

c) For all items set the Select Item checkbox.

d) Change the quantity of the first item to 40.

e) Leave the data for the second item unchanged.

f) Change the quantity of the third item to 2.

g) Post the goods receipt.

3. Display the KPI Supplier Evaluation By Time and check the Time Variance Score for
supplier S520-2##. View the data by document.
a) On the SAP Fiori launchpad, start the Supplier Evaluation By Time app from the
Purchasing Analytics for Supplier Evaluation tile group.

b) Change the view from By Supplier to Document.

c) Expand the header and choose (Add Filter).

Note:
Do not use the Adapt Filter function.

d) In the Filter dialog window, choose Supplier, and if no suppliers are listed, choose
(Search) in the search field on the right.

e) Select supplier S520-2## and choose OK.

Result
At least one document should be found. The displayed scores vary.

4. Display the settings for the score for the Time criterion.
a) On the SAP Fiori launchpad, start the Supplier Evaluation Weighting and Scoring app
from the Supplier Evaluation tile group.

b) To display the scoring for the criterion Time, select the criterion name.
You can see that a score of 100 is awarded for on-time delivery (first item of the
purchase order).
If the delivery is too late or too early, a lower score is awarded, depending on the
number of variance days (second and third item of the purchase order).

© Copyright. All rights reserved. 207

Unit 8: Supplier Evaluation

5. Optional: Check the Training Questionnaire. Which questions regarding Service are
included in the questionnaire and how many options for the answers do these questions
have?
a) On the SAP Fiori launchpad, start the Manage Evaluation Questionnaires app from the
Supplier Evaluation tile group.

b) If the Training Questionnaire (1) is not displayed directly, choose Go.

c) To open the details for the Training Questionnaire (1), choose the arrow icon at the
far right in the item line.

Note:
If the system does not display the details of the questionnaire after you
choose , press F5 (Browser refresh).

d) On the Evaluation Questionnaire: Training Questionnaire (1) screen, choose Questions

tab page.

e) Expand the Service node.

Result
There are two questions included that relate to the supplier's goodwill and response
time.

f) To view the answer options per question, click the question name.
Result
Both questions have three options for the answer.

© Copyright. All rights reserved. 208

 Unit 9
Exercise 45
Perform a Supplier Evaluation

Business Example
You want to evaluate your suppliers on the basis of various performance criteria. This
evaluation may be useful in negotiations with suppliers. For this reason, you must know how
to perform a supplier evaluation.
Carry out a supplier evaluation.

Note:
To perform this exercise, use the back-end system.
Always replace the characters ## with the number assigned to you.

1. Order the following materials from supplier S520-2## for the 1010 plant and the 101C
storage location:
Material Delivery Date Further Data
P615-1## Today 50 pieces, EUR 200 per
piece
P615-2## Yesterday 20 pieces, EUR 180 per
piece
P615-3## Today 10 pieces, EUR 200 per
piece

Confirm all warning messages, save the purchase order, and make a note of the purchase
order number.

Purchase order number:

2. Post a goods receipt against this purchase order. Note that you receive a partial delivery
of 40 pieces against the first purchase order item. The second item is delivered in full. For
the third item of the purchase order, again, only part of the ordered quantity is delivered.
In this case, you receive just two pieces.

3. Perform the Automatic New Evaluation for supplier S520-2## in the 101C purchasing
organization.
Assign the 01 (Equal weighting) weighting key to the supplier. Make a note of the
scores determined by the system. Do not save at this point. Instead, remain in the scores
overview for the next step.

© Copyright. All rights reserved. 209

Unit 9: Additional Information - No Course Content

Result
Make a note of the scores:
Criterion Score
Overall evaluations
Price
Price Level
Delivery
On-time delivery
Quantity reliability

4. Display the log.

Why were no scores calculated for the Quantity Reliability subcriterion for materials
P615-1## and P615-3##?

Why was no score calculated for the On-Time Delivery subcriterion for material
P615-3##?

Ensure that you return to the scores overview and save the supplier evaluation.

5. View the Customizing settings for supplier evaluation. Note the following settings in the
details for the 101C purchasing organization:

Weighting of the On-Time Delivery subcriterion:

Weighting of the Quantity Reliability subcriterion:

You should remain in Customizing at this point.

6. Determine the following data:

© Copyright. All rights reserved. 210

 Exercise 45: Perform a Supplier Evaluation

Standardizing value for delivery date variance:

Minimum delivery quantity in percent:

Smoothing factor for Timeliness/Service (On-Time Delivery Performance):

Smoothing factor for Quantity Reliability:

Is the general or the material-specific standardizing value for delivery time variance taken
as a basis for determining the score for On-time delivery subcriterion?

7. What is the score value for the Quantity reliability criterion if there is a percentage variance
of +10%?

Score value:

© Copyright. All rights reserved. 211

 Unit 9
Solution 45
Perform a Supplier Evaluation

Business Example
You want to evaluate your suppliers on the basis of various performance criteria. This
evaluation may be useful in negotiations with suppliers. For this reason, you must know how
to perform a supplier evaluation.
Carry out a supplier evaluation.

Note:
To perform this exercise, use the back-end system.
Always replace the characters ## with the number assigned to you.

1. Order the following materials from supplier S520-2## for the 1010 plant and the 101C
storage location:
Material Delivery Date Further Data
P615-1## Today 50 pieces, EUR 200 per
piece
P615-2## Yesterday 20 pieces, EUR 180 per
piece
P615-3## Today 10 pieces, EUR 200 per
piece

Confirm all warning messages, save the purchase order, and make a note of the purchase
order number.

Purchase order number:

a) On the SAP Easy Access screen, choose Logistics → Materials Management →

Purchasing → Purchase Order → Create → Vendor/Supplying Plant Known (ME21N).

b) Enter the supplier S520-2## in the header.

c) Record the items as specified in the table and enter plant 1010 and storage location
101C for each item. Save the purchase order.

2. Post a goods receipt against this purchase order. Note that you receive a partial delivery
of 40 pieces against the first purchase order item. The second item is delivered in full. For

© Copyright. All rights reserved. 212

 Solution 45: Perform a Supplier Evaluation

the third item of the purchase order, again, only part of the ordered quantity is delivered.
In this case, you receive just two pieces.
a) On the SAP Easy Access screen, choose Logistics → Materials Management →
Inventory Management → Goods Movement → Goods Movement (MIGO).

b) Enter your purchase order number from step 1 and confirm your entry.

c) Close the Detail Data screen area so that all lines of the item overview are ready to
accept input.

d) Change the quantity of the first item to 40.

e) Leave the data for the second item unchanged.

f) Change the quantity of the third item to 2.

g) Select the OK indicator checkbox in each line.

h) Post the goods receipt.

3. Perform the Automatic New Evaluation for supplier S520-2## in the 101C purchasing
organization.
Assign the 01 (Equal weighting) weighting key to the supplier. Make a note of the
scores determined by the system. Do not save at this point. Instead, remain in the scores
overview for the next step.
a) On the SAP Easy Access screen, choose Logistics → Materials Management →
Purchasing → Master Data → Vendor Evaluation → Automatic New Evaluation
(ME63).

b) Enter supplier S520-2## and purchasing organization 101C.

c) Choose (Execute).

d) Enter the weighting key 01 and choose (Continue).

Result
Make a note of the scores:
Criterion Score
Overall evaluations
Price
Price Level
Delivery
On-time delivery
Quantity reliability

4. Display the log.

© Copyright. All rights reserved. 213

Unit 9: Additional Information - No Course Content

Why were no scores calculated for the Quantity Reliability subcriterion for materials
P615-1## and P615-3##?

Only a partial delivery was posted for materials P615-1## and P615-3##. The score for
Quantity reliability is not determined until final delivery has been implemented for the
purchase order item.

Why was no score calculated for the On-Time Delivery subcriterion for material
P615-3##?

No score was calculated for the On-Time Delivery subcriterion for material P615-3##
because the minimum delivery percentage was not reached.

Ensure that you return to the scores overview and save the supplier evaluation.
a) Choose All logs.

b) Return to the scores overview and save the supplier evaluation.

5. View the Customizing settings for supplier evaluation. Note the following settings in the
details for the 101C purchasing organization:

Weighting of the On-Time Delivery subcriterion:

30

Weighting of the Quantity Reliability subcriterion:

40

You should remain in Customizing at this point.

a) Navigate to Customizing for Materials Management under Purchasing → Supplier
Evaluation → Maintain Purchasing Organization Data.

b) Select the 101C purchasing organization and double-click Main Criteria in the Dialog
Structure pane.

c) Select the Delivery main criterion and double-click Subcriteria in the Dialog Structure
pane.

6. Determine the following data:

Standardizing value for delivery date variance:

10

© Copyright. All rights reserved. 214

 Solution 45: Perform a Supplier Evaluation

Minimum delivery quantity in percent:

30

Smoothing factor for Timeliness/Service (On-Time Delivery Performance):

0.20

Smoothing factor for Quantity Reliability:

0.20

Is the general or the material-specific standardizing value for delivery time variance taken
as a basis for determining the score for On-time delivery subcriterion?

Material-specific

a) Return to the overview for the purchasing organization by choosing Back twice.

b) Select the 101C purchasing organization and choose (Details).

c) Note that the following values are stored for the 101C purchasing organization:

● StdDelVar. (Standard Delivery Date Variance): 10 days

● MinDelVar. (Minimum Delivery Quantity in Percent): 30

● Smoothing factor for Timeliness/Service (On-Time Delivery Performance): 0.20

● Smoothing factor for Quantity Reliability: 0.20

d) Note that to determine the score for the On-Time Delivery subcriterion, the material-
specific value is taken because the MinDelQty/StdDlTmVar from Material indicator has
been set.

7. What is the score value for the Quantity reliability criterion if there is a percentage variance
of +10%?

Score value:

80

a) Double-click Points Scores for the Automatic Criteria in the Dialog Structure pane.
In the table, you can see that a quantity variance of +10% leads to a score of 80 points.

© Copyright. All rights reserved. 215

 Unit 9
Exercise 46
Execute Additional Processes in Supplier
Evaluation

Business Example
You want to evaluate suppliers on the basis of various performance criteria. For this reason,
you must know how to create the appropriate Customizing settings with regard to the general
criteria by which suppliers are to be appraised and how the different aspects of the
performance of suppliers are to be rated.
Carry out further processes in supplier evaluation.

Note:
This exercise uses data to be created in the exercises in unit 1 - 4. Make sure that
you have completed all relevant exercises.
To perform this exercise, use the back-end system.
Always replace the characters ## with the number assigned to you.

1. Post some goods receipts against the open purchase orders issued to suppliers
S520-0## and S520-1## for plant 1010.

2. Carry out the evaluation of suppliers S520-0## and S520-1## in the 101C purchasing
organization by performing the Automatic New Evaluation function.
Assign the 01 (Equal Weighting) weighting key to both suppliers.

3. Generate a ranking list of the evaluations for your suppliers S520-0##, S520-1## and
S520-2##.

Which supplier has the best overall score?

Which supplier has the worst overall score?

© Copyright. All rights reserved. 216

 Unit 9
Solution 46
Execute Additional Processes in Supplier
Evaluation

Business Example
You want to evaluate suppliers on the basis of various performance criteria. For this reason,
you must know how to create the appropriate Customizing settings with regard to the general
criteria by which suppliers are to be appraised and how the different aspects of the
performance of suppliers are to be rated.
Carry out further processes in supplier evaluation.

Note:
This exercise uses data to be created in the exercises in unit 1 - 4. Make sure that
you have completed all relevant exercises.
To perform this exercise, use the back-end system.
Always replace the characters ## with the number assigned to you.

1. Post some goods receipts against the open purchase orders issued to suppliers
S520-0## and S520-1## for plant 1010.
a) On the SAP Easy Access screen, choose Logistics → Materials Management →
Inventory Management → Goods Movement → Goods Movement (MIGO).

b) Choose (Find Purch. Order).

c) Enter vendor S520-0## and plant 1010 and choose Find.

Result
The documents that were found are displayed on the lower edge of the screen.

d) Copy these to the item overview by double-clicking them.

e) Select the OK indicator checkbox for each, enter storage location 101C for all items,
and choose (Post).

f) Repeat steps b to e for supplier S520-1##.

2. Carry out the evaluation of suppliers S520-0## and S520-1## in the 101C purchasing
organization by performing the Automatic New Evaluation function.
Assign the 01 (Equal Weighting) weighting key to both suppliers.
a) On the SAP Easy Access screen, choose Logistics → Materials Management →
Purchasing → Master Data → Vendor Evaluation → Automatic New Evaluation
(ME63).

b) Enter supplier S520-0## and purchasing organization 101C. Execute the program.

© Copyright. All rights reserved. 217

Unit 9: Additional Information - No Course Content

c) Enter the weighting key 01 and confirm your entry.

d) Save the supplier evaluation.

e) Repeat steps a–d for supplier S520-1##.

3. Generate a ranking list of the evaluations for your suppliers S520-0##, S520-1## and
S520-2##.

Which supplier has the best overall score?

Which supplier has the worst overall score?

a) On the SAP Easy Access screen, choose Logistics → Materials Management →

Purchasing → Master Data → Vendor Evaluation → List Displays → Ranking Lists
(ME65).

b) Enter purchasing organization 101C and supplier S520*##

c) Execute the program.

The results may vary.

© Copyright. All rights reserved. 218

 Unit 9
Exercise 47
Optional: Purchase with MPNs

Business Example
You use a material that you purchase from a distributor. The distributor requires the exact
designation of the MPN in the purchase orders you issue. Therefore, you must use MPN
materials. For this reason, you need to know how to order materials with MPN.
Review the settings for the manufacturer part profile and purchase MPN materials.

Note:
To perform this exercise, use the back-end system.
Always replace the characters ## with the number assigned to you.

1. Display the settings for the 2001 manufacturer part profile in Customizing.
Which functions for MPN materials are active?

2. Display the material list for material B520-3## and its assigned MPN materials.
Select materials B520-3## to B520-3##Z in the material list, and note the material
numbers and their material types.

3. You need 4 pieces of material B520-3##A for the 4300 cost center. Create a purchase
requisition for the 1010 plant.
Make sure that the indicator for source determination is set.

Which material number has been adopted in the item overview?

Assign a source of supply if no source is found.

Save the purchase requisition and make a note of its document number:

Purchase requisition:

© Copyright. All rights reserved. 219

Unit 9: Additional Information - No Course Content

4. Convert the requisition into a purchase order.

Create a second purchase order item for two pieces of MPN material B520-3##B, which
are needed in the 1010 plant for the 4300 cost center.

Which conditions were determined?

Display the print preview of the purchase order before saving it. Is the information about
the MPN shown in the print preview?
Save the purchase order and make a note of the purchase order number.

Purchase order number:

5. Post the goods receipt for the purchase order from the previous task. Instead of two
pieces of the MPN material B520-3##B, the supplier has delivered a total of six pieces (4
+ 2) of MPN material B520-3##A. To be able to post the goods receipt, change the MPN
number for the second item. Then, post the goods receipt.

Why is it possible to change the MPN material number at the time of goods receipt?

© Copyright. All rights reserved. 220

 Unit 9
Solution 47
Optional: Purchase with MPNs

Business Example
You use a material that you purchase from a distributor. The distributor requires the exact
designation of the MPN in the purchase orders you issue. Therefore, you must use MPN
materials. For this reason, you need to know how to order materials with MPN.
Review the settings for the manufacturer part profile and purchase MPN materials.

Note:
To perform this exercise, use the back-end system.
Always replace the characters ## with the number assigned to you.

1. Display the settings for the 2001 manufacturer part profile in Customizing.
Which functions for MPN materials are active?
a) In Customizing for Materials Management, choose Purchasing → Material
Master → Define Manufacturer Part Profile.

b) Select the entry for the 2001 profile and choose Details.

The active functions for MPN materials are as follows: MPN Mandatory, Change in
MPN, and Info Records for MPN.

2. Display the material list for material B520-3## and its assigned MPN materials.
Select materials B520-3## to B520-3##Z in the material list, and note the material
numbers and their material types.
a) On the SAP Easy Access screen, choose Logistics → Materials Management →
Material Master → Other → Materials List (MM60).

b) Enter materials B520-3## to B520-3##Z. Deselect the Valuated materials only

checkbox if it is selected, and ensure that there is no value in the Plant field. Execute
the program.

c) Choose (Execute).
The following details are displayed:

Material Number Material Type

B520-3## ROH
B520-3##A HERS
B520-3##B HERS

© Copyright. All rights reserved. 221

Unit 9: Additional Information - No Course Content

3. You need 4 pieces of material B520-3##A for the 4300 cost center. Create a purchase
requisition for the 1010 plant.
Make sure that the indicator for source determination is set.

Which material number has been adopted in the item overview?

Assign a source of supply if no source is found.

Save the purchase requisition and make a note of its document number:

Purchase requisition:

a) On the SAP Easy Access screen, choose Logistics → Materials Management →

Purchasing → Purchase Requisition → Create (ME51N).

b) In the item overview, enter account assignment category K, material B520-3##A, a

quantity of 4 pieces, and plant 1010 and confirm your entries.
Note that after you confirm your entries, the MPN material number is replaced by the
internal material number. On the Material Data tab, you can see that this is a
requirement for an MPN material.

c) On the Account Assignment tab, enter cost center 4300 and confirm your entry.

d) Choose the Source of Supply tab and choose Assign Source of Supply.
Result
The system assigns the appropriate info record to the MPN material B520-3##A.

e) Save the purchase requisition.

4. Convert the requisition into a purchase order.

Create a second purchase order item for two pieces of MPN material B520-3##B, which
are needed in the 1010 plant for the 4300 cost center.

Which conditions were determined?

A price of EUR 90 is determined for the first item, material B520-3##A, and a price of EUR
110 is determined for the second item, material B520-3##B.

Display the print preview of the purchase order before saving it. Is the information about
the MPN shown in the print preview?
Save the purchase order and make a note of the purchase order number.

© Copyright. All rights reserved. 222

 Solution 47: Optional: Purchase with MPNs

Purchase order number:

a) On the SAP Easy Access screen, choose Logistics → Materials Management →

Purchasing → Purchase Order → Create → Vendor/Supplying Plant Known (ME21N).

b) Choose Document Overview On, and from the selection variant, choose My purchase
requisitions.

c) Select your purchase requisition and choose (Adopt).

d) In the second line of the item overview, enter account assignment category K, material
B520-3##B, a quantity of 2 pieces, and plant 1010.

e) In the item details, enter cost center 4300 on the Account Assignment tab and confirm
your entry.
Result
For the second item, the system determines conditions amounting to EUR 110. These
conditions are stored in the info record for the MPN material B520-3##B.

f) Choose the Print Preview button.

The manufacturer part number is included in the print preview.

g) Return to the purchase order and save it. Note your purchase order number.

5. Post the goods receipt for the purchase order from the previous task. Instead of two
pieces of the MPN material B520-3##B, the supplier has delivered a total of six pieces (4
+ 2) of MPN material B520-3##A. To be able to post the goods receipt, change the MPN
number for the second item. Then, post the goods receipt.

Why is it possible to change the MPN material number at the time of goods receipt?

You can change the MPN number because this change is allowed according to the 2001
MPN profile.

a) On the SAP Easy Access screen, choose Logistics → Materials Management →

Inventory Management → Goods Movement → Goods Movement (MIGO).

b) Enter your purchase order number from the previous task and confirm your entry.

c) Close the Detail area so that all lines of the item overview are ready to accept input.

d) In the item overview, scroll to the right until the fields with the MPN material numbers
appear. In the second line, change the MPN material number from B520-3##B to
B520-3##A.

e) Select the Item OK checkbox for both items and post the goods receipt.

© Copyright. All rights reserved. 223