Creating a Purchase Order Using the Enjoy Interface 

Use

In the procurement process, the creation of a purchase order and its issue to a vendor represents the notification to that vendor of a concrete requirement of a certain quantity of materials or services at a certain price and on a certain date.

Procedure

  1. Call up the transaction as follows:
    2.

    Menu path
    from the standard SAP Menu

    Logistics ® Materials Management ® Purchasing ® Purchase Order ® Create ® Vendor/Supplying Plant Known.

    Menu path
    from the user menu IDES_MM3050

    Employee in Purchasing ® Purchase Order ® Enter Purchase Order.

    Transaction Code

    ME21N, ME22N

    The system lists the purchasing documents in accordance with the selection and display variant created in the previous process step.

  2. Adjust the size of the Document Overview area and the column width of the display fields to suit your requirements.

    3. In the following steps, you now have the opportunity to specify some default values.

  3. To do so, choose Personal setting.
  4. Choose the Default Values tab page.
  5. On the PO Header tab page, enter the following data using the input help:
    6.

    Field

    Data

    Document type

    Standard PO

    Purchasing organization

    IDES Deutschland

    Purchasing group

    Oswald, G.

    Company code

    IDES AG

  6. On the PO item tab page, enter the following data:
    7.

    Field

    Data

    Delivery date

    Three weeks from today

    Plant

    1000

    Storage location

    0001

  7. Choose .

    8. The system adopts the default values you entered in the header detail and the item overview areas. The system will now suggest the data entered every time this transaction is invoked.

    Now enter a PO item manually.

  8. Enter the following data:
    9.

    Field

    Data

    Vendor

    1082

    Document date

    Today’s date

  9. Choose .
  10. To open the item overview area, choose Item overview.
  11. In the item overview area, enter the following data:
    12.

    Field

    Data

    Material

    1300-330

    PO quantity

    10

    Net price

    208,45

  12. Choose .

    13. You can now adopt any PO items that appear in the Document overview in the new document you are creating by selecting the items with the cursor and then choosing .

  13. To view the single materials from the purchasing documents, choose the triangular icon before you choose the purchase document numbers.
  14. Select the purchasing document number with the material HD Rear Shock Absorber (1300-260) supplied by the vendor Louis Bike Parts (1082) in the document overview.
  15. To copy the item into the work area, choose .

    16. The system now adopts only the item data from the reference items. The header data of the purchasing document is not changed any further, even if the reference item comes from a document with a different vendor.

  16. Make a note of the info record number and the net price of an item of your choice.

    17. You may find it useful to change the column arrangement. For example, for a clearer overview, you could position the Info record column next to the Net price column. To do so, select the column heading Info record and drag it next to the Net price column, keeping the left-hand mouse button depressed.

  17. Delete the entry in the Vendor field and replace it with the vendor 1007 (Bike Retail & Co.).
  18. Choose .

    19. The system adopts the relevant vendor data (such as info record and net price).

    Compare the entries in the Info record and Net price fields with the values for the item you noted down.

  19. To open the item header area, choose Header.
  20. In the header data area of the purchasing document you are creating, choose any tab pages and check the data that has been adopted.
  21. Select individual document items with the materials HD Saddle Bag "Special" (1300-372) and HD Chrome Set (1300-380) from any vendors in the document overview.
  22. To copy the items into the work area, choose .

    23. Here, too, the system adopts only the item data from the reference items. The header data of the purchasing document is not changed any further, even if the reference item comes from a document with a different vendor.

    You may be asked to enter a net price for a certain item. If so, make any entry in the Net price field of the relevant item.

    The item data is adopted in the item overview (in the middle part of the screen) and the item details (in the lower part of the screen). The detail data for the currently adopted reference item is immediately visible in the lower part of the screen.

    The data in the header and item detail areas is split up among various tab pages and can be displayed directly by a single click on the relevant tab in each case. Explicit multi-step branching to specific data via pull-down menus is no longer necessary.

    All three areas of the screen can be hidden by clicking the icon in the upper left-hand corner of the relevant area, allowing you to set up your work area to suit your own requirements.

    When you adopt the various document items, you also adopt the delivery dates for the items (among other things), which are usually out of date and lie in the past. The system flags these items with a yellow warning triangle in the status column of the item overview. To adjust the delivery dates and other data in the items, you can use the quick change function:

  23. To select all items, choose in the upper left-hand corner of the item overview area.
  24. In the item overview area, choose .
  25. In the Fast Change dialog box, enter the following data:
    26.

    Field

    Data

    Delivery date

    Two weeks from today

    All items

    Select

  26. Choose .

    27. The delivery date is adjusted in all items. You can proceed in similar fashion for all the other fields offered in the Fast Change dialog box.

  27. To deselect, choose in the upper left-hand corner of the item overview area.

    28. Since you don’t yet know the precise order quantity for the material HD Saddle Bags (1300-372), you must put the document you created "on hold" and continue processing it later.

  28. Choose Hold.

    29. The system confirms the posting and assigns a purchase order number. Make a note of the number that appears in the status bar.

  29. Choose until the overview tree appears.
  30. From the Purchase Order node, choose Change (standard SAP menu) or Change Purchase Order (user menu) to continue processing the PO document you put on hold.

    31. The system automatically offers you the the PO you last processed. Here, too, you have the option of defining your own layouts. It might make sense to have the POs you put on hold listed by order number, for example. To enable you to choose purchase orders from a worklist containing POs that are on hold, you have the option of having all orders you previously created and put on hold listed in the document overview on the left-hand side of the screen.

  31. Choose to the right of .
  32. Choose Held Purchase Orders from the menu that appears.

    33. The items of the purchase order you put on hold in the previous step are now displayed in the document overview. You can likewise adjust this list to suit your individual requirements via the sort and display variants.

  33. In the purchase order item overview area, change the following data:
    34.

    Field

    Data

    Order quantity (material 1300-372)

    10

  34. Choose .

    35. The system confirms that the already existing purchase order has been changed.

  35. Choose until the overview tree appears.