Creating a Standard Purchase Order 

Use

To manufacture pump P-101 you need to buy the externally procured component 101-110 (Slug for spiral casing - cast steel). You print out the purchase order once it has been created and send the form to the vendor.

Prerequisites

To print out the PO document, an existing printer that is recognized by the system must be assigned to your workplace.

Procedure

  1. Call up the transaction as follows:
    2.

    Menu Path

    From the Materials Management node, choose Purchasing ® Purchase Order ® Create ® Vendor/Supplying Plant Known

    Transaction Code

    ME21N

  2. Enter the following data:
    3.

    Field

    Data

    Standard PO

    Vendor

    1111

    Document date

    Today’s date

  3. Choose .
  4. To open the item header area, choose Header.
  5. On the Org. data tab page in the header data area, use the F4 input help to enter the following data:
    6.

    Field

    Data

    Purchasing org.

    IDES Germany

    Purchasing group

    Harnisch, H.

    Company code

    IDES AG

  6. To open the item overview area, choose Item overview.
  7. Enter the following data:
    8.

    Field

    Data

    Material

    101-110

    PO quantity

    100

    C (Category of delivery date)

    D

    Delivery date

    Today’s date minus 2 weeks

    Plant

    1000

    Storage location

    0001

  8. Choose .
  9. To open the item detail area, choose Item detail.
  10. In the item detail area, choose the Texts tab.

    11. On the left side of the tab page, you see an overview of the existing text elements for this PO item. The filled item text areas are indicated by .

    You can use the scroll arrow to display all of the item texts. You can also enter text manually for any of the unfilled item texts.

    Note that the Info record note is not displayed when you print out the message. This text element is used for internal information purposes only, which is why it is excluded from the print-out during Customizing.

    The item text, however, is displayed in the print-out. Note that in practice, PO documents generally have a large number of items, which means that the PO form can be excessively long if you have entered lengthy item texts.

  11. Enter an appropriate item text.

    12. You only need to carry out steps 11 to 15 if you have not already adjusted the message records in the activity Adjusting Message Records in Purchasing.

  12. Choose Messages.

    13. The system lists all the messages for the PO document. In this process, you see the entry with message type NEU (New PO print-out).

    In the Status field, the yellow traffic light informs you that the message has not yet been output. The message is to be printed (Medium field, Print output). The Time (3) field shows that the output of the message / PO form is to be triggered separately by the user. Use the scroll bar to display the Time column.

    Alternatively, you can define that the print-out is to occur immediately when you create the purchase order.

  13. Select your message record, then choose Communication method.

    14. In the Logical destination field, you see the value LP01. This is the name of the dummy printer in the IDES standard delivery. To print out the form from your printer, you first need to assign the printer to your workplace. If you do not know your printer ID, ask your system administrator.

  14. Enter the following data:
    15.

    Field

    Data

    Logical destination

    Name of your printer

    Number of messages

    1

    Print immediately

    Select

    Release after output

    Select

  15. Choose twice.

    16. The Create Purchase Order screen appears.

  16. To open the item header area, choose Header.
  17. .In the header data area, choose the Texts tab.

    18. You now see an overview of the text elements available for the document header.

    As the text elements appear in the PO form at header level, they are cross-item.

  18. Select the Header text text element.
  19. Enter an appropriate text in the input field.
  20. In the Item detail area, choose the Delivery tab page.

    21. In this area, you see, for example, the reminder data for this item. The contents of the fields Reminder 1 (10), Reminder 2 (20) and Reminder 3 (30) inform you that the system is to send a reminder for this PO item to the vendor if the delivery date has been exceeded by more than 10 days. The second and third reminders are to be sent 20 / 30 days after the delivery date. These reminder dates are taken automatically from the material master, but can be changed at any time.

    You now see the reason why the selected delivery date lies in the past: This means that we can simulate a two week delivery delay, which we can use to generate a reminder notice. For this, we can use the activity Message Output for Reminder Notice at Delivery Date .

  21. Choose .

    22. The system confirms the posting and assigns a purchase order number. Make a note of this number.

  22. Choose until the overview tree appears.