The design of the purchase order focuses on the needs of the user and supports the user when processing purchase orders.
The fast change function enables you to change data such as the plant and storage location in several items simultaneously.
To do so, you must:
Select items
You can use the fast change function either for several selected items or for all items.
Select data
If you wish to change the plant, for example, you can select the
Plant
column before choosing
for
Fast Change
.
If you choose
(
Fast Change
) without selecting a column first, an additional box appears, in which you can choose the fields you want to change from a list of all changeable fields.
This makes sense, for example, if you wish to change the
Delivery Completed
indicator in the detail data of purchase orders.
Example
You usually order for your Atlanta plant. For this reason, you have specified in your
Personal Settings
that this plant is the default value in purchase order items.
While processing a purchase order, you notice that certain office supplies have to be ordered not for your Atlanta plant, but for your plant in Chicago.
Select the relevant items and the
Plant
column and choose
under the item overview.
You can display the print preview directly from the purchase order that you are currently processing. This also applies to documents that have not yet been released. To do so, choose
Print Preview
.
Please note the following restrictions:
You can use the print preview for new printouts of purchase orders and for the media print and fax only.
Since subcontracting components and conditions are not determined until the document is saved, they cannot be displayed in the print preview.
Note
For documents that are not yet released, the system generates a message, but this cannot be displayed.
For messages that cannot be displayed, the
Blocked
indicator is set in the
Additional Details
for the message.
You can use the
Hold
function to store incorrect or incomplete purchase orders in the SAP System. If, for example, you provisionally enter an order you receive by phone shortly before going home in the evening, by using the
Hold
function, you can retrieve this purchase order from the document overview the next day, check the data (which you probably entered in a hurry), correct or complete it where necessary, and save the document. Purchase orders that have been put on hold in this way are not transmitted. They
are
MRP-relevant, however.
In contrast to purchase orders that have been saved in the normal way, the following functions are not possible for purchase orders that have been put on hold:
Message output
Release
Posting of a goods receipt
Posting of an invoice
Note
Once a purchase order has been saved, it cannot be processed with the
Hold
function later.
When running your own analyses, you must take care that purchase orders that have been put on hold are included in your report where appropriate.
You cannot put service items on hold.
If a purchase order is subject to a release (approval) strategy, you can display this strategy in the purchase order header data.
There you see the following:
Release options
(Which release point can or must still effect release.)
Here you see which release codeshave already effected release and which ones can do so next.
Possible combinations for final release
(Which participants can effect release and which combinations are possible to secure final release.)
Here you see which release codes must approve the purchase order for the latter to achieve final release.
The purchase order has been finally (completely) released if no further release options are displayed and the
release indicatorshows the status
Released
.
You can specify single or multiple account assignments for requisition or purchase order items.
Choose either to switch from the multiple account assignment screen to the single account assignment screen, or to switch to the multiple account assignment screen.
In the case of multiple account assignment, you can choose distribution by quantity or distribution on a percentage basis.
Copy account assignment items
If you have chosen multiple account assignment, you can copy account assignment data into other requisition or purchase order items.
Example
You order 10 swivel chairs and 10 desks, of which you wish to assign 5 to cost center 1000 and the other 5 to cost center 2000 in each case.
You enter two account assignment items for the swivel chairs. Select both account assignment items and choose to copy them.
If you then wish to enter the account assignment for the desks, choose to insert the copied account assignment items. You then have the choice of inserting the account assignment item just once or several times.
Create assets
When you enter the account assignment, you can create an asset for each account assignment item directly from within the purchase order. To do so, select the relevant account assignment lines on the
Account Assignment
tab page and choose
Create Assets
.
If you do not select any account assignment lines, assets will be created for all account assignment lines to which no asset has yet been assigned.
If you are using Funds Management (FI-FM), the fields
Commitment Item
,
Funds Center,
and
Fund
are also displayed on the
Account assignment
tab page in the case of purchase order items without account assignment.
Use an account assignment category of your own (for example, a copy of account assignment category
U
), for which you have chosen the consumption posting U (unknown) in Customizing for Purchasing under
Goods Receipt
and
GR Non-Valuated
indicators must be selected.
You can create a batch for materials that are subject to a batch management requirement directly, from within the purchase order. To do so, on the
Material Data
tab page of the item detail, choose
Create Batch.
You can use configurable materials and display their characteristic values. To do so, choose
Configuration
on the
Material Data
tab page of the item details.
You can access the vendor’s home page from within the purchase order if you have maintained the Internet address in the vendor master record. Choose the
Display Home Page
button on the
Address
tab page.
Update Info Record
You can use the
InfoUpdate
indicator for updating the info record to determine whether or not an info record is updated or newly created.
If the indicator is selected, the following cases are possible:
If just one info record exists (with or without a plant), the record is updated.
If no info record exists and "Plant condition requirement" has been specified in Customizing, an info record with a plant is created. Otherwise an info record without a plant is created.
If two info records exist, one record with a plant and one without a plant, the info record with the plant is updated.
If you select a purchase order that has been archived when using a purchase order transaction, the archived purchase order is read from the archive and displayed. A system message draws your attention to the fact that the purchase order in question is an archived purchase order. The document can only be displayed, not changed.
In addition to the archived purchase order itself, you can also view the purchase order history and the associated documents.
You cannot display addresses, confirmations, services, or limits in archived purchase orders.
Note
In order for the system to be able to find the documents in the archive, one of the following must exist for the archived purchase orders: 1) an archive index, or 2) an information structure in the archive information systemfor the archiving objectMM_EKKO.
See also: