Purchase Order with New Interactive Design 

Use

The new design of the purchase order focuses on the needs of the user and provides greater support in the processing of these documents.

Features

The following additional functions are available to users processing Enjoy purchase orders:

Fast change

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:

You can use the fast change function either for several selected items or for all items.

If you wish to change the plant, for example, you can select the Plant column before clicking on for Fast change.

If you click on (Fast change) without previously selecting a column, an additional box will appear, from which you can choose the desired fields 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.

You usually order for your Atlanta plant. For this reason, you have specified in your personal settings that this plant is to be the default value in PO 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 click on under the item overview.

Print Preview Direct from the PO

You can display the print preview directly from within the purchase order currently being processed. This also applies to documents that have not yet been released. To do so, click Print preview.

In the case of documents that have not yet been released, a message is generated which cannot, however, be outputted.

You can tell that a certain message cannot be outputted by the fact that the Blocked indicator is set in the Additional details for the message.

 

Put Incomplete Purchase Orders on Hold

You can use the Hold function to store faulty 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, using the Hold function, you can retrieve this PO 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. POs 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 POs that have been put on hold:

Once a purchase order has been saved, it cannot later be processed using the Hold function.

When running your own analyses, you must take care that POs that have been put on hold are included in your report where appropriate.

You cannot put service items on hold.

 

Display Purchase Order Release Strategy

If a purchase order is subject to a release (approval) strategy, you can display this strategy in the PO header data.

There you see the:

(Which release point can or must still effect release.)

Here you see which Release Codes have already effected release and which ones can do so next.

(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 Indicator shows the status Released.

Account Assignment

You can specify single or multiple account assignments for requisition or PO items. In the case of multiple account assignment, you can choose distribution by quantity or distribution on a percentage basis.

Copying account assignment items

If you have chosen multiple account assignment, you can copy account assignment data into other requisition or PO items.

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 click to copy them.

If you then wish to enter the account assignment for the desks, click 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 tab page Account assignment and click 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 tab page Account assignment in the case of PO items without account assignment.

No Account Assignment in the Case of Items Without Invoice Receipt

In the Enjoy purchase order, you need not enter any account assignment data if you do not expect either a valuated goods receipt or a vendor invoice for a certain PO item.

Use an account assignment category of your own (e.g. a copy of account assignment category U), for which you have chosen the consumption posting U (unknown) in Customizing for Purchasing under Account Assignment -> Maintain Account Assignment Categories. Furthermore, the Goods receipt and GR non-valuated indicators must be selected.

Create Batches

You can create a batch for materials subject to a batch management requirement directly from within the purchase order. To do so, click Create batch on the tab page Material data.

Display Configuration of a Material

You can use configurable materials and display their characteristic value assignment. To do so, click Configuration in the item details on the tab page Material data.

Display Vendor’s Home Page

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. Click the Display home page button on the tab page Address.

Update Info Record

Via the InfoUpdate indicator, you can determine whether or not an info record is updated or newly created.

If the indicator is selected, the following cases are possible:

Display Archived Purchase Orders

If you choose an already archived purchase order in the Enjoy purchase order transaction, this PO will be read from the archive and displayed. A system message draws your attention to the fact that the purchase order in question is an archived PO. The document can only be displayed, not changed.

In addition to the archived PO itself, you can also view the PO history and the associated documents.

You cannot display addresses, confirmations, services, or limits in archived POs.

In order for the system to be able to find the documents in the archive, one of the following must exist for the archived POs: 1) an archive index, or 2) an information structure in the Archive Information System for the Archiving Object MM_EKKO.

 

See also:

Creating, Changing, and Displaying a Purchase Order.

For example data relating to the new interactive design in the procurement process, refer to the IDES documentation for Release 4.6C under Materials Management ® Purchasing, section Creating a Purchase Order Using the Enjoy Interface.