MM 1: Create Purcha Order
Exerci U the SAP Easy Access Menu to create a purcha order.
Time 5 min
Task Create a Purcha Order (PO) for the Road and Off-road helmets. Submit the PO to the vendor, Olympic Protective Gear. When received and accepted by the vendor, the PO creates a legally binding contract between the two parties. Name (Position) Tirrell Winsten (Buyer)
In order to create a purcha order, follow the SAP Easy Access menu path:
Logistics ► Materials Management ► Purchasing ► Purcha Order ► Create ► Vendor/Supplying Plant Known
Menu path
In the Vendor field, press F4 to find the number for Olympic Protective Gear in Atlanta. On the Vendors (General) tab, enter your three-digit number (###) as Search term and Atlanta in the City field. In the result list, double-click on the vendor number to lect it.
Back on the Create Purcha Order screen, open the header data by clicking on Header. Select or enter US00 for Purchasing Org, N00 for Purch. Group, and US00 for Company Code. Then click on .
### Atlanta
US00 N00 US00
Open the item list by clicking on Item Overview. You have to enter the following materials and information (as shown below). You may u the F4 help to arch and lect both helmets (off-road
and road). In order to do so, u the Material by Material Type arch tab, lect Trading Goods as Material Type and enter *### (e.g. *012 if your number is 012) as Material. Then, double-click the respective helmet to lect it.
Material PO Quantity Delivery Date Net Price Currency Plnt OHMT1### 60 (two weeks from today) 25.00 USD MI00 RHMT1###
150
(two weeks from today) 25.00
USD
MI00
Click on the Enter icon . If you receive a system message whether the delivery date can be met accept it with Enter for both line items.
Trading Goods
*###
Go to Conditions tab in the Header ction and record the total value of the purcha order: ______________ (5,250.00 USD).
Then go to the Conditions tab in the Item Detail ction and record the value of both line items. You switch between items by using the and icons.
OHMT1###: ______________ (1,500.00 USD)
RHMT1###: ______________ (3,750.00 USD)
Click on to save the purcha order. A message will appear. To view the system messages, choo . The following message should appear.
The message tells you that you are creating a purcha order, but have not generated any output to notify the lected vendor. Select to continue. Then click on again. This time we will save past the message indicating that no output device (i.e. Printer, FAX, EDI) was found to communicate this PO to the vendor. Select .
Note that SAP will assign a purcha order document number (bottom-left of the screen).
Purcha order document number
The purcha order screen is again blank, ready for another purcha order to be entered. Click on the exit icon to return to the SAP Easy Access Menu.
MM 2: Create Goods Receipt for Purcha Order
Exerci U the SAP Easy Access Menu to create a goods receipt.
Time 5 min
Task Receive into inventory the stock items ordered from Olympic Protective Gear in the previous exerci. A goods receipt document will be created referencing our purcha order thereby ensuring that we receive the products ordered within the timeframes requested and in quality condition. Goods on hand will be incread and an accounting document will be generated recognizing the value associated with the goods. Name (Position) Tatiana Karsova (Receiving Clerk) To create a goods receipt, follow the menu path:
Logistics ► Materials Management ► Inventory Management ► Goods Movement ► Goods Receipt ► For Purcha Order ► GR for Purcha Order (MIGO)
This will produce the following screen.
Menu path
Make sure that the Movement type (top-right corner) is t to GR goods
receipt 101. Enter your PO number from the previous exerci. If you do not have the number, find it by using the F4 help (Purchasing Document per Vendor tab or Purchasing Document for Material tab). Then press Enter. 101
PO number
If a line is grayed out minimize the Item Detail Data by lecting (Clo Detail Data). Ensure that the box in the OK column is checked for each item. Checking it indicates that you want to adopt it into the goods receipt document. OK
In the SLoc column, enter storage location TG00 (Trading Goods) for both line items. Then click on to save your goods receipt.
TG00
Note that the SAP system will assign a unique number for this new goods receipt document. This number will appear in a message at the lower-left
corner of the screen. Click on the exit icon to return to the SAP Easy Access Menu.
Goods receipt document number
MM 3: Create Invoice Receipt from Vendor
Exerci U the SAP Easy Access Menu to create an invoice receipt.
Time 5 min
Task Enter an invoice received from Olympic Protective Gear for 5,250.00 USD associated with the recent PO and goods receipts. This invoice will be posted to an existing G/L expen account in your Chart of Accounts and saved as an Accounts Payable to Olympic Protective Gear. It will be ttled by issuing a check to Olympic Protective Gear at a later date. The invoice is prented below in order to support you making the necessary journal entry.
Name (Position) Silvia Cassano (Accounts Payable Specialist) To enter an invoice, follow the menu path:
Logistics ► Materials Management ► Logistics Invoice Verification ► Document Entry ► Enter Invoice
This will produce the following screen.
Menu path
Enter today’s date as Invoice Date (you may u F4 to display the calendar and press Enter to lect today’s date). Then, in the Amount field enter the total amount from the invoice document above and lect Tax Code XI (drop-down field right of Tax amount field). As Text, enter ‘INVOICE 00123-###’ (replace ### with your number). Check if your screen looks like shown below.
today’s date
5,250.00
XI
INVOICE 00123-###
Then choo Purcha Order/Scheduling Agreement in the bottom drop-down list and enter your PO number from the first exerci in the text field next to it. Again, to find it you may u F4 and helpful arch criteria such as vendor. Click on .
PO number
If the transaction is entered correctly (in respect to Debits and Credits), we will have a green light with a $0 balance.
We want to view what the actual postings will look like in the general ledgers. It is here that we can ensure that the Debit/Credit posting is correct and that the accounts are affected correctly. U the button to e whether the
postings are correct.
Press to save the invoice receipt. The system will again create a unique document number.
Invoice document
number
Click on the exit icon to return to the SAP Easy Access Menu.
