6_MM User Manual

USER MANUAL

MATERIALS MANAGEMENT Version 1.0

209-216, Midas, Sahar Plaza, Andheri-Kurla Rd, Andheri (East), Mumbai 400 058.

Tel : 91-22-28393756 58.

TABLE OF CONTENET

1 LOCAL / DOMESTIC PURCHASE .................................................................................................. 4 1.1 PURCHASE P REQUEST (PR) .................................................................................................................. 4 1.2 REQUEST FOR QUOTATION (RFQ) ......................................................................................................... 4 1.3 MAINTAINING QUOTATION ...................................................................................................................... 8 1.4 PRICE COMPARISON ............................................................................................................................. 11 1.5 PURCHASE ORDER ................................................................................................................................ 12 1.6 GOODS RECEIPTS .................................................................................................................................. 13 1.7 LOGISTIC INVOICE VERIFICATION ....................................................................................................... 14

2 IMPORT PURCHASE ...................................................................................................................... 15 2.1 PURCHASE P REQUEST (PR) ................................................................................................................ 15 2.2 REQUEST FOR QUOTATION (RFQ) ....................................................................................................... 15 2.3 MAINTAINING QUOTATION .................................................................................................................... 19 2.4 PRICE COMPARISON ............................................................................................................................. 22 2.5 PURCHASE ORDER ................................................................................................................................ 23 2.6 INBOUND DELIVERY .............................................................................................................................. 24 2.7 COMMERCIAL INVOICE (LOGISTIC INVOICE VERIFICATION)............................................................ 26 2.8 GOODS RECEIPTS .................................................................................................................................. 27 2.9 LOGISTIC INVOICE VERIFICATION ....................................................................................................... 28

3 ASSET PURCHASE ......................................................................................................................... 29 3.1 PURCHASE P REQUEST (PR) ................................................................................................................ 29 3.2 REQUEST FOR QUOTATION (RFQ) ....................................................................................................... 29 3.3 MAINTAINING QUOTATION .................................................................................................................... 33 3.4 PRICE COMPARISON ............................................................................................................................. 36 3.5 PURCHASE ORDER ................................................................................................................................ 37 3.6 GOODS RECEIPTS .................................................................................................................................. 38 3.7 LOGISTIC INVOICE VERIFICATION ....................................................................................................... 40

4 EXPORT / DOMESTIC SALES RETURN ...................................................................................... 41 4.1 RETURN SALES ORDER ........................................................................................................................ 41 4.2 MODVAT CLAIMING ................................................................................................................................ 41

5 ACCOUNT ASSIGNMENT PURCHASE (COST CENTER PURCHASE) .................................. 46 5.1 PURCHASE P REQUEST (PR) ................................................................................................................ 46 5.2 REQUEST FOR QUOTATION (RFQ) ....................................................................................................... 46 5.3 MAINTAINING QUOTATION .................................................................................................................... 50 5.4 PRICE COMPARISON ............................................................................................................................. 53 5.5 PURCHASE ORDER ................................................................................................................................ 54 5.6 GOODS RECEIPTS .................................................................................................................................. 55 5.7 LOGISTIC INVOICE VERIFICATION ....................................................................................................... 56

6 SUB-CONTRACTING ...................................................................................................................... 57 6.1 CREATION OF SUBCONTRACTING PO ................................................................................................ 57 6.2 TRANSFER OF COMPONENTS TO SUBCONTRACTOR ...................................................................... 59 6.3 CREATION OF SUBCONTRACTING CHALLAN .................................................................................... 61 6.4 GOODS RECEIPT FOR PO ..................................................................................................................... 63 6.5 RECONCILING SUBCONTRACTING CHALLAN .................................................................................... 64 6.6 COMPLET/REVERSAL/RE-CREDIT SUBCONTRACTING CHALLAN .................................................. 66 6.7 LOGISTICS INVOICE VERIFICATION ..................................................................................................... 68

7 SERVICE RATE CONTRACT / ANNUAL RATE CONTRACT .................................................... 69 7.1 PURCHASE P REQUEST (PR) ................................................................................................................ 69 7.2 REQUEST FOR QUOTATION (RFQ) ....................................................................................................... 69 7.3 MAINTAINING QUOTATION .................................................................................................................... 73 7.4 PRICE COMPARISON ............................................................................................................................. 76 7.5 VALUE CONTRACT ................................................................................................................................. 77 7.6 PURCHASE ORDER / RELEASE ORDER .............................................................................................. 79 7.7 SERVICE ENTRY SHEET ........................................................................................................................ 80 7.8 LOGISTIC INVOICE VERIFICATION ....................................................................................................... 83

8 STOCK TRANSFER ......................................................................................................................... 84 8.1 STOCK TRANSFER ORDER ................................................................................................................... 84 8.2 CREATING DELIVERY CREATION ......................................................................................................... 84 8.3 CHANGING DELIVERY CREATION ........................................................................................................ 85 8.4 CREATING BILLING DOCUMENT .......................................................................................................... 85 8.5 CREATING EXCISE INVOICE ................................................................................................................. 86 8.6 GOODS RECEIPT .................................................................................................................................... 88

9 MATERIAL ISSUE AGAINST CLEANING ORDER .................................................................... 90 9.1 GOODS ISSUE ......................................................................................................................................... 90

10 MATERIAL ISSUE TO COST CENTER ........................................................................................ 91 10.1 CREATE RESERVATION ........................................................................................................................ 91 10.2 GOODS ISSUE ......................................................................................................................................... 92

11 MATERIAL TO MATERIAL TRANSFER ..................................................................................... 94 11.1 TRANSFER POSTING ............................................................................................................................. 94

12 ASSET TRANSFER .......................................................................................................................... 96 12.1 STOCK TRANSFER ORDER ................................................................................................................... 96 12.2 TRANSFER OF CREDIT .......................................................................................................................... 98 12.3 CREATING DELIVERY CREATION ......................................................................................................... 99 12.4 CHANGING DELIVERY CREATION ...................................................................................................... 101 12.5 CREATING BILLING DOCUMENT ........................................................................................................ 102 12.6 CREATING EXCISE INVOICE ............................................................................................................... 103 12.7 GOODS RECEIPT .................................................................................................................................. 105

13 PURCHASE RETURN FROM OTHER PLANT .......................................................................... 107 13.1 STOCK TRANSFER ORDER ................................................................................................................. 107 13.2 CREATING DELIVERY CREATION ....................................................................................................... 107 13.3 CHANGING DELIVERY CREATION ...................................................................................................... 108 13.4 CREATING BILLING DOCUMENT ........................................................................................................ 108 13.5 CREATING EXCISE INVOICE ............................................................................................................... 109 13.6 GOODS RECEIPT .................................................................................................................................. 111

14 RETURN DELIVERY TO VENDOR ............................................................................................. 113 14.1 RETURN DELIVERY .............................................................................................................................. 113 14.2 CREDIT MEMO ...................................................................................................................................... 115

15 BATCH TO BATCH TRANSFER (SOLVENT RETEST NOTE) ................................................ 116

Generic MM Manual Module: Materials Management

User Manual

Created By: Ananda Saravanan Page 4 of 117 Date:16/10/2006

1 LOCAL / DOMESTIC PURCHASE

1.1 PURCHASE P REQUEST (PR)

A Purchase Requisition is created to indicate purchase department to procure materials or services with details like how much quantity is required, when required.

SAP R/3 menu Logistics Materials Management Purchasing Purchase Requisition Create

Transaction code ME51N

- Current scenario has to be followed

1.2 REQUEST FOR QUOTATION (RFQ)

Request for Quotation is used to float enquiries in market to obtain quotations from prospective vendors.

SAP R/3 menu Logistics Material Management Purchasing RFQ/quotation Request for Quotation Create

Transaction code ME41 In the Initial screen enter the below mentioned details


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Enter RFQ Type Enter RFQ Date Quotation Deadline Date Enter Purchase Org. Enter Purchase Group Enter Plant

In the Pop-Up screen enter the PR No.

After entering all data PRESS ENTER or Click on Header Details Icon. In the Header Data screen enter the below mentioned details

After entering all the data click on

Ref. to PReq.Icon

Enter the PR No


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Enter Collective No. Enter Validity Start & End Date Enter the Target Value (optional)

After entering all data PRESS ENTER.

In he next screen select the line item and click on Icon for adopting all the

details.

In the Item Overview screen system will adopt all the details from PR.


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Then Click on Vendor Address Icon to entering the Vendor details for issue the quotation to the Vendor.

In the Vendor Address screen enter the below mentioned details

Enter Vendor Code


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After entering all data PRESS ENTER & Click on Save Icon. The RFQ is saved and the RFQ No. will show in the bottom of the screen for the Vendor.

For more then one vendor enter the vendor number in the same field after saving the first one. System will give separate RFQ No. for each vendor.

1.3 MAINTAINING QUOTATION

This transaction is used to maintain the quotation which is submitted by vendors. Vendor communicates price for material and as a result the RFQ (Request for Quotation) needs to be updated

SAP R/3 menu Logistics Materials Management Purchasing RFQ/quotation Quotation Maintain


Enter the RFQ No.

After entering all data Click on Header Details Icon


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In the Header Data screen enter the below mentioned details

Enter Payment terms Enter Incoterms

After entering all data PRESS ENTER or Click on Item Overview Icon. In the Item Overview screen enter the below mentioned details

Enter Net Price

To enter more detailed information in addition to the net price, select the line item and

click on the Item Details icon. In the Item Detail screen enter the below mentioned details


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Enter Tax Code

After entering the details click on Item Overview Icon to come back to the Item

Overview. For maintain the conditions for the item, select the line item and click on Item Cond. Icon.

Select the Cond.Typ Enter the Value

After entering all the details click on Back Icon to come back to the Item Overview

After entering all data Click on Save Icon to save the document.


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The RFQ is maintained and the RFQ No. will show in the bottom of the screen.

Maintain the Quotation for all the RFQs like above.

1.4 PRICE COMPARISON

Required to compare prices from all quotations received as a result of a competitive

bidding process.

SAP R/3 menu Logistics Materials Management Purchasing RFQ/Quotation Quotation Price Comparison

Transaction code ME49

In the Initial screen enter the below mentioned details

Enter Purchasing Org. Enter Collective RFQ No. Select Mini. Value quotation Select Include Discount & Delivery costs

After entering all the data click Execute Icon for Price Comparison.


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In the next screen system will propose you the L1 Vendor as Rank .

1.5 PURCHASE ORDER

A purchase order is a legal document used to record an individual purchase with the vendor. It also provides the vendor with a reference document to link to shipping (goods receipt) and invoicing (invoice verification) processes. The purchase order is a commitment to a vendor for a given material, in a specified quantity at a predetermined price and delivery date.

A Purchase Order is also called as Release Order if it is created with reference to a Contract.

SAP R/3 menu Logistics Materials Management Purchasing Purchase Order CreateVendor/Supplying Plant Known

Transaction code ME21N In the initial screen select the Document type and enter the RFQ No. in the Item

Overview line item.


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After entering the details PRESS ENTER and click check icon for consistency

check and click Save Icon for saving the document. Once you click save icon system will save the document and give the PO number in

the bottom of the screen.

1.6 GOODS RECEIPTS

Goods are received from the Vendor as a result of a Purchase Order at the receiving plant. A goods movement is entered into the system referencing this PO and a goods receipt material document is posted. Appropriate general ledger accounts are also posted and stocks are updated.

SAP R/3 menu Logistics Materials Management Inventory Management Goods Movement Goods Receipt For Purchase Order PO Number Known

Transaction code MIGO

- Current scenario has to be followed. - Except Excise Invoice capturing.


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In the Excise Invoice Tab select the excise action and enter the Excise Invoice No. & Date.

If you have already entered the vendor's excise invoice, select Only Refer Excise

Invoice. Then enter the official excise invoice number. If you want to enter the vendor's excise invoice now, select Only Capture Excise

Invoice or Capture and Post Excise Invoice. Then enter the details from the excise invoice. If you Only Capture Excise Invoice, you have to post the excise invoice through J1IEX.

If the goods are excisable, but you do not have the excise invoice to hand at the

moment, select Only Part I. You can enter the excise invoice later using the Incoming Excise Invoices transaction.

If the goods are not excisable, and therefore there is no excise invoice, select No

Excise Entry.

1.7 LOGISTIC INVOICE VERIFICATION In this process of Logistics Invoice Verification all the Incoming Invoices are verified in terms of their content, prices and arithmetic. When the invoice is posted, the invoice data is saved in the system. The system updates the data saved in the invoice documents in Materials Management and Financial Accounting.

SAP R/3 menu Logistics Materials Management Logistics invoice

Verification Document Entry Enter Invoice Transaction code MIRO



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2 IMPORT PURCHASE


A Purchase Requisition is created to indicate purchase department to procure

materials or services with details like how much quantity is required, when required.









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After entering all data PRESS ENTER or Click on Header Details Icon.


Ref. to PRef.Icon

Enter the PR No


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After entering all data PRESS ENTER and in the next screen select the line item and

click on Icon for adopting all the details.



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Then Click on Vendor Address Icon for issue the quotation to the Vendor. In the Vendor Address screen enter the below mentioned details

Enter Vendor Code


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Enter the RFQ No.

After entering all data click on Header Details Icon


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Enter Net Price




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Enter Tax Code

After entering the details click on Item Overview Icon to come back to the Item Overview.

For maintain the conditions for the item, select the line item and click on Item Cond. Icon.

Select Cond.Typ Enter the Value




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Required to compare prices from all quotations received as a result of a competitive bidding process.





After entering all the data click Execute Icon for Price Comparison. In the next screen system will propose you the L1 Vendor as Rank .


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2.5 PURCHASE ORDER





Overview line item.


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check. Select Confirmations Tab in the Item details. And select Inbound Delivery in the

Confirmations Control column.

After that, click Save Icon for saving the document. Once you click save icon system will save the document and give the PO number in


2.6 INBOUND DELIVERY Shipping notifications that you receive from your vendors via EDI confirm the

delivery dates and quantities of materials set out in your previously issued scheduling agreement releases or purchase orders.


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SAP R/3 menu Logistics Materials Management Purchasing Purchase Order Inbound Delivery Create

Transaction code VL31N


Enter PO No.

Enter the Delivery Date

After entering all data, PRESS ENTER. In the next screen enter the delivery quantity.

Enter the Delivery Qty.


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For entering details about the transport, select GOTO Header Texts

Once all required details are entered, click on Save Icon for save the document.

Once you click save icon system will save the document and give the PO number in the bottom of the screen.

2.7 COMMERCIAL INVOICE (LOGISTIC INVOICE VERIFICATION)

In this process of COMMERCIAL INVOICE (Logistics Invoice Verification) for

all the Incoming material through Import, the Planned delivery costs are verified in terms of their content, prices and arithmetic. When the invoice is posted, the invoice data is saved in the system. The system updates the data saved in the invoice documents in Materials Management and Financial Accounting.

SAP R/3 menu Logistics Materials Management Purchasing Purchase Order Follow-on FunctionLogistic Invoice Verification

Transaction code MIRO


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2.8 GOODS RECEIPTS




- Current scenario has to be followed. - Goods receipt against Inbound Delivery No. - Excise Invoice capturing at the time GRN and no need to enter Batch No.

(System will automatically suggest Batch No.).


If you have already entered the vendor's excise invoice, select Only Refer Excise Invoice. Then enter the official excise invoice number.


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If you want to enter the vendor's excise invoice now, select Only Capture Excise Invoice or Capture and Post Excise Invoice. Then enter the details from the excise invoice. If you Only Capture Excise Invoice, you have to post the excise invoice through J1IEX.

If the goods are excisable, but you do not have the excise invoice to hand at the moment, select Only Part I. You can enter the excise invoice later using the Incoming Excise Invoices transaction.

If the goods are not excisable, and therefore there is no excise invoice, select No Excise Entry.

2.9 LOGISTIC INVOICE VERIFICATION

In this process of Logistics Invoice Verification all the Incoming Invoices are verified in terms of their content, prices and arithmetic. When the invoice is posted, the invoice data is saved in the system. The system updates the data saved in the invoice documents in Materials Management and Financial Accounting.



- Current scenario has to be followed.


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3 ASSET PURCHASE






- Current scenario has to be followed - PR has to be created with Asset Material Code (Non-Valuated) and the

Account Assignment Category as F.






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In the Pop-Up screen enter PR No.



Ref. to PRef.Icon

Enter the PR No


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Enter Vendor Code


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Enter the RFQ No.



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Enter Net Price




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Enter Tax Code







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Required to compare prices from all quotations received as a result of a competitive

bidding process.





After entering all the data click Execute Icon for Price Comparison. In the next screen system will propose you the L1 Vendor as Rank .


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3.5 PURCHASE ORDER





Overview line item.


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3.6 GOODS RECEIPTS

Goods are received from the Vendor as a result of a Purchase Order at the receiving

plant. A goods movement is entered into the system referencing this PO and a goods receipt material document is posted. Appropriate general ledger accounts are also posted and stocks are updated.





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- Except Excise Invoice capturing and no need to enter Batch No. (System will automatically suggest Batch No.).

-


If you have already entered the vendor's excise invoice, select Only Refer Excise Invoice. Then enter the official excise invoice number.

If you want to enter the vendor's excise invoice now, select Only Capture Excise Invoice or Capture and Post Excise Invoice. Then enter the details from the excise invoice. If you Only Capture Excise Invoice, you have to post the excise invoice through J1IEX.

If the goods are excisable, but you do not have the excise invoice to hand at the moment, select Only Part I. You can enter the excise invoice later using the Incoming Excise Invoices transaction.

If the goods are not excisable, and therefore there is no excise invoice, select No Excise Entry.


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4 EXPORT / DOMESTIC SALES RETURN

4.1 RETURN SALES ORDER


4.2 MODVAT CLAIMING

A transaction used to claim the MODVAT which is paid at the time sales.

SAP R/3 menu In India Localization Menu, Indirect Taxes Procurement Excise Invoice Incoming Excise Invoice Central Processing Create

Transaction code J1IEX This is single screen transaction. In the Processing Mode column select Capture Excise Invoice & in Reference Document

column select Without Purchase Order.

In the Header Data, select the Excise Invoice and enter the below mentioned details.


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Enter the Vendor Exc.Inv.No Enter Doc.date Enter Vendor No. Enter Exc.group Enter Posting Date

If it is Export return, select CVD indicator in the Miscellaneous Tab

In the Detail Data, select the Item Tab and enter the below mentioned details.

After entering all details, PRESS ENTER.

Then select the Quantity Tab and enter the below mentioned details.

Enter Material No.

Enter Plant No.


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After entering all details, PRESS ENTER. Then select the Duty Rates Tab and enter the below mentioned details.

After entering all details, PRESS ENTER. Then select the Duty Value Tab and enter the details mentioned below.

Enter Quantity

Enter BED %

Enter ECS %


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After entering all details, PRESS ENTER.

Then click on Check Icon for consistency check and then click on

Simulation Icon. Once you click on Simulation Icon a Pop-Up screen will come. There you check youre A/C entries.

Then you click on continue icon or PRESS ENTER.

Enter Exc.base Value

Enter BED Value

Enter ECS Value


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Then click on Post Icon, once you click on Post Icon a Pop-Up screen will come and note down the Excise Invoice No.

After that, click on Continue Icon.


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5 ACCOUNT ASSIGNMENT PURCHASE (COST CENTER PURCHASE)






- Current scenario has to be followed - Enter Material group for the line item (system will pickup G/L code

automatically).






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In the Pop-Up screen enter PR No.



Ref. to PRef.Icon

Enter the PR No


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After entering all data PRESS ENTER and in the next screen select the line item and click on Icon for adopting all the details.



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Enter Vendor Code


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Enter the RFQ No.


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Enter Net Price




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Enter Tax Code






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After entering all data Click on Save Icon to save the document. The RFQ is maintained and the RFQ No. will show in the bottom of the screen.







Enter Purchasing Org. Enter Collective RFQ No. Select Mini. Value quotation Select Include Discount & Delivery costs After entering all the data

click Execute Icon for Price Comparison.


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5.5 PURCHASE ORDER





Overview line item.


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5.6 GOODS RECEIPTS


SAP R/3 menu Logistics Materials Management Inventory Management

Goods Movement Goods Receipt For Purchase Order PO Number Known




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6 SUB-CONTRACTING

6.1 CREATION OF SUBCONTRACTING PO

A purchase order is a legal document used to record an individual purchase with the vendor. It also provides the vendor with a reference document to link to goods receipt and invoice verification processes. The purchase order is a commitment to a vendor for a given subcontracting activity, in a specified quantity at a predetermined price and delivery date.

SAP R/3 menu Logistics Materials Management Purchasing

Purchase Order CreateVendor/Supplying Plant Known



Enter Vendor cede In the Org.data Tab enter Enter Purch.Org Enter Purch.Group Enter Comp.Code

Select Doc.type as STANDARD PO


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After that select Delivery/Invoice Tab and enter the Payment terms

After that, in the Item Overview tab enter the following details.

A. Select Item Category L D. Enter Delivery Date

B. Enter Material Code E. Enter Price C. Enter PO Quantity F. Enter Plant Code.

After that, select Invoice Tab in the Item Detail screen and enter Tax Code.

After that, select Material Data Tab in the Item Detail screen and click on Component Icon for entering component materials which you are likely to transfer post to vendor.

A B C D E F


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Enter Component Material Code Enter Required Quantity Enter Plant Code

After entering all component, Press F3 for comeback to the main screen.

Then click on Save Icon for saving the PO and and give the PO number in the bottom of the screen.

6.2 TRANSFER OF COMPONENTS TO SUBCONTRACTOR

The Nature of subcontracting purchase order is that company will provide components to subcontractor. This process describes how to transfer post materials to subcontractor.


Goods Movement Transfer posting Transaction code MB1B



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Enter Doc.Date Enter Posting Date Enter Doc.Header Text Enter Mov.Type Enter Plant Code Enter Storage Loc.

After entering all details click on button. A Pop-Up screen will come; there you enter the Sub-Contracting PO No

.

For getting all the component details from the PO click on button.

In the next screen, enter the issuing Batch


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Then click on Save Icon for save the document and get the Doc.No at the bottom of the screen.

6.3 CREATION OF SUBCONTRACTING CHALLAN

It is statutory requirement to send the components to subcontractor with 57F4

Challan.

SAP User menu CIN Menu

Indirect Taxes Procurement Subcontracting Subcontracting Challan Create

Transaction code J1IF01 In the Initial screen enter the below mentioned details


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Enter the Material Doc.No. Enter Mat.Doc. Year Enter Excise Group Enter Series Group

After entering all details PRESS ENTER.

In the next screen select Posting Tab and enter the Posting Date & Time and also select Print Immediately for getting Print Out on the Challan.

And in the Overview Tab enter the Preprinted No.


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Then click on Save Icon for save the document and get the Doc.No at the bottom of the screen.

6.4 GOODS RECEIPT FOR PO




- Current scenario has to be followed. - Except Referring Subcontracting Challan.

In the Header Data select the Excise Invoice Tab and Select Refer Subcontracting Challan and then Click on More Data Icon.


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In the Pop-Up screen, enter the Subcontracting Challan No. & Year and PRESS ENTER

Then click on Save Icon for save the document and get the Doc.No at the bottom of the

screen.

6.5 RECONCILING SUBCONTRACTING CHALLAN

After making Goods Receipt the GR has to be reconciled with the challan sent to subcontractor.


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Indirect Taxes Procurement Subcontracting Subcontracting Challan Reconcile Quantity

Transaction code J1IFQ In the Initial screen enter the below mentioned details

Enter the Material Doc.No. Enter Mat.Doc. Year After that click on Reconcile Icon.

In the next screen click on for calculate the Assigned Quantity. And then click on Save Icon for saving the Reconciled Document.


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6.6 COMPLET/REVERSAL/RE-CREDIT SUBCONTRACTING CHALLAN

This transaction is basically used to complete the challan if you have reconciled as stated above step. There may be cases subcontractor may not able to supply within stipulated 180 days limit then in this case also same transaction is used for reversal of challan or re-crediting the amount.


Indirect Taxes Procurement Subcontracting Subcontracting Challans Complete/Reverse/Recredit

Transaction code J1IF13


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In the Initial screen enter the below mentioned details.

Enter Challan No. Enter Excise Year.

After entering the details, PRESS ENTR. In the next screen, select the Posting Tab and select Complete Challan and click on Save Icon for saving the document.

Once you save the document, you will get the message at the bottom of the screen.


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6.7 LOGISTICS INVOICE VERIFICATION






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7 SERVICE RATE CONTRACT / ANNUAL RATE CONTRACT


A Purchase Requisition is created to indicate purchase department to procure materials or services with details like how much quantity is required, when required.









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Ref. to PReq.Icon

Enter the PR No


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Enter Collective No. Enter Validity Start & End Date Enter the Target Value





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Enter Vendor Code After entering all data

PRESS ENTER & Click on Save Icon.


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The RFQ is saved and the RFQ No. will show in the bottom of the screen for the Vendor.



This transaction is used to maintain the quotation which is submitted by vendors.

Vendor communicates price for material and as a result the RFQ (Request for Quotation) needs to be updated



Enter the RFQ No.

After entering all data click on Header Details Icon In the Header Data screen enter the below mentioned details


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Enter Net Price




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Enter Tax Code



Select Cond.Typ Enter the Value After entering all

the details click on Back Icon to come back to the Item Overview


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After entering all data Click on Save Icon to save the document. The RFQ is maintained and the RFQ No. will show in the bottom of the screen.







Enter Purchasing Org. Enter Collective RFQ No. Select Mini. Value quotation Select Include Discount & Delivery costs After entering all the data click

Execute Icon for Price Comparison.


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7.5 VALUE CONTRACT

A contract establishes a long-term agreement with a vendor to supply a material. Contracts

may either be value contracts or quality contracts. Value contracts have a ceiling that is a monetary amount that should not be exceeded. A quantity contact specifies a ceiling of goods or services that the vendor will provide to us. Contracts do not specify delivery dates; this is determined when release orders are issued against the contract.

SAP R/3 menu Logistics Materials Management Purchasing Outline agreement Contract Create

Transaction code ME31K



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Enter Agreement type Enter Agreement date

After entering all details click on button for entering RFQ No.

In the Pop-Up screen enter the RFQ No. and PRESS ENTER or click on Header Icon.


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In the Header data Enter Validity end date Enter Target Value

And then PRESS ENTER

In the next screen select the Reference Doc.Item and click on button for copying all the details. And then click on Save Icon to save the contract and you will get the document no. at the bottom of the screen.

7.6 PURCHASE ORDER / RELEASE ORDER



SAP R/3 menu Logistics Materials Management Purchasing Purchase

Order CreateVendor/Supplying Plant Known


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Overview line item.




7.7 SERVICE ENTRY SHEET

The services actually performed (work actually done) by a service vendor is recorded

in a Service Entry Sheet with reference to the purchase order.

SAP R/3 Menu Logistics Materials Management Service Entry Sheet Maintain

Transaction code ML81N In the initial screen, click in button and enter the PO No. in the Pop-Up screen and PRESS ENTER.


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After that click on Create Service Entry Icon

Enter Shot Text Select Acct.assgt.cat as K Enter the Period

Then click on service selection button

A Pop-Up screen will come and PRESS ENTER.


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In the next screen select the line item and click on Adopt Service Icon.

In the next Pop-Up screen, enter the Cost Center and PRESS ENTER.

In the main screen, enter the actual Quantity.


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After that click on Accept Icon and then click on Save Icon to save the document. You will get the Service entry sheet no at the bottom of the screen.







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8 STOCK TRANSFER

8.1 STOCK TRANSFER ORDER

Whenever receiving plant requires some materials, they will raise a Stock Transport Order on supplying plant. This order is an authentication to supplying plant for supply of specific quantity of material.

SAP R/3 menu Logistics Materials Management Purchasing Purchase Order Create>Vendor/Supplying Plant Known


- Current scenario has to be followed. - Receiving location has to create the Stock Transfer Order.

8.2 CREATING DELIVERY CREATION

Against the Stock Transport Order, Delivery document will be created in the Supplying Plant, in order to supply goods to the Depot. In the Delivery document Picking and Post goods issue activities will be done.

SAP R/3 menu SAP menu Information System Logistics Sales and

Distribution SD Document Deliveries Delivery due list

Transaction code VL04 - Current scenario has to be followed.


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8.3 CHANGING DELIVERY CREATION

Delivery Document, which is created in the background is changed so as to Pick the Material and to do the Post Goods Issue.

SAP R/3 menu SAP menu Logistics Sales and Distribution Shipping and Transportation Outbound Delivery Change Single Document



8.4 CREATING BILLING DOCUMENT

Billing Document is created to send a Commercial Invoice to the Customer. It will also update the corresponding GL Accounts.

SAP R/3 menu Logistics Sales and distribution Billing Billing

document Create Transaction code VF01

In the initial screen enter the Delivery Document No. and PRESS ENTER


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Then click on Save Icon and get the Billing Document No. at the bottom of the screen.

8.5 CREATING EXCISE INVOICE

Excise Invoice is a legal document to be submitted to the Excise Authorities.

SAP R/3 menu SAP User menu Indirect Taxes Sales / Outbound

Movements Excise Invoice For Sales Order Outgoing Excise Invoice Create

Transaction code J1IIN

In the initial screen, click on for creating excise document against billing document.


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In the next screen, enter the following details

Billing document Posting date

After then PRESS ENTER

Enter Excise Group Enter Service Group

Then click in Save Icon.


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For getting excise invoice no. click on Display Excise Invoice. In the next screen you will get the excise invoice no.

8.6 GOODS RECEIPT

Goods are received from the supplying plant as a result of a Stock Transport Order at the receiving plant. A goods movement is entered into the system referencing this STO and a goods receipt material document is posted.


Goods Movement Goods Receipt for Purchase Order Transaction code MIGO

- Current scenario has to be followed. - Except Excise Invoice capturing.


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If you have already entered the vendor's excise invoice, select Only Refer Excise

Invoice. Then enter the official excise invoice number. If you want to enter the vendor's excise invoice now, select Only Capture Excise

Invoice or Capture and Post Excise Invoice. Then enter the details from the excise invoice. If you Only Capture Excise Invoice, you have to post the excise invoice through J1IEX.

If the goods are excisable, but you do not have the excise invoice to hand at the

moment, select Only Part I. You can enter the excise invoice later using the Incoming Excise Invoices transaction.

If the goods are not excisable, and therefore there is no excise invoice, select No

Excise Entry.


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9 MATERIAL ISSUE AGAINST CLEANING ORDER

9.1 GOODS ISSUE

Using this component, you can post a material withdrawal, a material issue, or a shipment of goods to a customer (without the involvement of the SD Shipping component). A goods issue leads to a reduction in warehouse stock

SAP R/3 menu Logistics Materials Management Inventory Management Goods Movement Goods Issue

Transaction code MIGO In the initial screen, select the Goods Issue against Order and enter the Cleaning Order Number then PRESS ENTER.

After that, select and check button for check the consistency check of the document and click on Save Icon to save the goods issue document.

You will get the document no. at the bottom of the screen.


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10 MATERIAL ISSUE TO COST CENTER

10.1 CREATE RESERVATION

With this component, you make a request to the warehouse to keep materials ready for withdrawal at a later date and for a certain purpose. This simplifies and accelerates the goods receipt process. A reservation for goods issue can be requested by various departments for various account assignment objects (such as cost center, order, asset, etc.).

SAP R/3 menu Logistics Materials Management Inventory Management Reservation Creat

Transaction code MB21 In the initial screen enter the bellow mentioned details.

Enter Base Date Enter Movement Type Enter Plant Then PRESS ENTER.


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In the next screen, enter the below mentioned details.

Enter Cost Center Enter Material Code Enter Quantity Enter S.Loc Then PRESS ENTER.

After entering all the details, click on Save Icon to save the Reservation and you will get the document no. at the bottom of the screen

10.2 GOODS ISSUE

Using this component, you can post a material withdrawal, a material issue, or a shipment of goods to a customer (without the involvement of the SD Shipping component). A goods issue leads to a reduction in warehouse stock

SAP R/3 menu Logistics Materials Management Inventory Management Goods Movement Goods Issue



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In the initial screen, select the Goods Issue against Reservation and enter the Reservation Number then PRESS ENTER.

After that, select and check button for check the consistency check of the document and click on Save Icon to save the goods issue document.

You will get the document no. at the bottom of the screen.


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11 MATERIAL TO MATERIAL TRANSFER

11.1 TRANSFER POSTING

If a material changes over time in such a way that it no longer corresponds to the features defined in the material master record, but to the features of a different material number, you have to carry out a transfer posting from material to material. A transfer posting from material to material results in the transferred quantity being managed under a different material number.

SAP R/3 menu Logistics Materials Management Inventory Management Goods Movement Transfer Posting

Transaction code MB1B

In the initial screen enter the bellow mentioned details.

Enter Doc. Header Text Enter Mov.Type 909 Enter Plant Enter S.Loc

While using the Movement Type 909, system will not generate the Inspection

Lot. This Mov.Type should be used for this scenario only, not for any other movements / scenarios.


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Then PRESS ENTER and in the next screen enter the below mentioned details

Enter Receiving Material Enter the Issuing Material Enter the Issuing Quantity Enter the Issuing Batch

After entering all the details, click on SAVE Icon and you will get the Doc. No. at the bottom of the screen.


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12 ASSET TRANSFER

12.1 STOCK TRANSFER ORDER

Whenever receiving plant requires some materials, they will raise a Stock Transport Order on supplying plant. This order is an authentication to supplying plant for supply of specific quantity of material.

SAP R/3 menu Logistics Materials Management Purchasing Purchase Order Create>Vendor/Supplying Plant Known



Select Doc. Type Enter Supplying Plant In the Header-Org.Data tab Enter Purch.Org Enter Purch.Group Enter Comp.Code

Then in the Additional Data Tab enter the Validity Start & End date.


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In the Item Overview enter the below mentioned details

A. Enter Material Code D. Enter Plant Code B. Enter PO Quantity E. Enter S.Loc.

C. Enter Delivery Date

Then in the Item Detail, select Account Assignment Tab and enter the Commitment Item No.

After entering all the details click on Check Icon for consistency check and then click on Save Icon and get the Doc.No at the bottom of the screen.

A B C D E


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12.2 TRANSFER OF CREDIT

You use this report to display a list of the vendor excise invoices where the vendor has levied excise duty but you have not posted it (in full) to your CENVAT account. This is particularly useful in the case of capital goods, in order to find out how much credit remains from previous years.

SAP R/3 menu Indirect Taxes Procurement Excise Invoice Reports Balance Credit for Capital Goods.

Transaction code J2I8


Enter Company Code Enter Plant Code Enter Excise Group

Enter Posting Date

Select List Based on Pare2 No.

After entering all the selection details click on Execute Icon.

In the next screen, select the Part 2 Serial No. and change the BED Value and ECS value as per the material transfer value.


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After changing the values, click on Transfer Credit button and you will get the information (Part 2 Serial No.) at the bottom of the screen.

12.3 CREATING DELIVERY CREATION

Against the Stock Transport Order, Delivery document will be created in the Supplying Plant, in order to supply goods to the Depot. In the Delivery document Picking and Post goods issue activities will be done.

SAP R/3 menu SAP menuInformation SystemLogisticsSales and DistributionSD DocumentDeliveriesDelivery due list

Transaction code VL04 In the initial screen enter the bellow mentioned details


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Enter Shipping Point Enter Delivery Date

Select PO

Enter PO No.

After entering all details, click on Execute Icon.

In the next screen, click on delivery button for getting delivery no.

In the next screen you will get the Delivery No.


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12.4 CHANGING DELIVERY CREATION

Delivery Document, which is created in the background is changed so as to Pick the Material and to do the Post Goods Issue.

SAP R/3 menu SAP menu Logistics Sales and Distribution Shipping and Transportation Outbound Delivery Change Single Document


In the initial screen enter the Outbound Delivery No.

Then PRESS ENTER and in the next screen enter the below mentioned details


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A. Enter Material Code D. Enter Picking Quantity B. Enter S.Loc. E. Enter Batch.

C. Enter Delivery Quantity

After entering all the details, click on PGI button and the delivery get changed.

You will get the following information at the bottom of the screen.

12.5 CREATING BILLING DOCUMENT

Billing Document is created to send a Commercial Invoice to the Customer. It will also update the corresponding GL Accounts.

SAP R/3 menu Logistics Sales and distribution Billing Billing

document Create Transaction code VF01

In the initial screen enter the Delivery Document No. and PRESS ENTER

A B C D E


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Then click on Save Icon and get the Billing Document No. at the bottom of the

screen.

12.6 CREATING EXCISE INVOICE

Excise Invoice is a legal document to be submitted to the Excise Authorities.

SAP R/3 menu SAP User menu Indirect Taxes Sales / Outbound

Movements Excise Invoice For Sales Order Outgoing Excise Invoice Create

Transaction code J1IIN

In the initial screen, click on for creating excise document against billing document.

In the next screen, enter the following details


U

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