Additional Planning
Use
This function enables you when you are entering or changing a purchase order to include other articles from a selection offered by the system in addition to the articles already entered. This may be useful in the following cases:
- When you wish to add items to a purchase order manually so that the minimum order value stipulated by the vendor is reached.
- When you wish to order manually (after visually inspecting the stock).
You can use this function for creating or changing purchase orders (Vendor known or Stock transfer).
Prerequisites
The articles that the system proposes for the additional items have to be defined as orderable for the site ordering the merchandise.
Features
Additional planning can be called from the item overview of purchase orders.
- On the initial screen of additional planning, you can narrow down the additional articles using the following selection criteria:
- Vendor sub-range
- Merchandise category
- Promotion
- Purchasing group
- Stock planner
- Planning cycle
- Delivery cycle
- Layout module
- RP type
- If you select the flag for selecting articles from the purchase order only, the system only displays items contained in the associated purchase order. You can therefore use the additional planning screen as a kind of order control.
- The system displays all items that already exist in the purchase order (and does not allow you to change them). It also displays as additional items the articles listed in the receiving site that you can order from this vendor.
- You can arrange the items according to the following criteria:
- Article number
- Promotion and article number
- Promotion and range of coverage
- Range of coverage
- Self-defined (via user-exit)
The system calculates the range of coverage of the stock in days. It is calculated using the unrestricted-use stock and the daily consumption rate of the previous period.
- If desired, all the generic articles in the list can be broken down into their variants.
- On the details screen of additional planning, you can include any additional fields you defined yourself. User exit EXIT_SAPLMDZU_003 is available for this. The following additional fields are allowed:
- 5 fields for texts
- 5 fields for indicators
- 5 field combinations for value and currency
- 9 field combinations for quantity and unit of measure
- On the details screen of additional planning, you can include a maximum of two fields you defined yourself. User exit EXIT_SAPLMDZU_002 is available for this.
- You can go directly from the details screen to displaying a promotion.
- If you go directly from additional planning to posting a purchase order whose content does not match the restriction profile of the vendor, the system issues a warning message.
- The system offers a simple algorithm on the details screen that determines default values for the order quantity on the basis of the stock on-hand, the order stock and consumption values. You can enter a required range of coverage manually.
Activities
In the item overview list of the purchase order screen, choose Purchase order ®
Create with reference ®
Additional items and narrow down the selection as desired. Then press
Enter
.
The details screen is displayed.
To order additional articles, enter the desired quantity in the item concerned. You can also flag individual items as being returns items (see
Returns).
In the header, the aggregated order value for all the articles is displayed. This is the gross price. The system does not take any conditions into account, and no prices are determined. The net price is displayed in terms of the purchase order price unit, which can differ from the base unit of measure and the order unit.
When you copy over the items, all the items for which the quantity is greater than 0 are added to the purchase order.