Show TOC

Preparation for Transfer

In this step you carry out the pre-processing steps in preparation for a data transfer.

The following steps are necessary:

1. Transfer of master data
A prerequisite for the transfer of purchase orders is that vendor master data, material master data, and purchasing info records already exist in the system.
2. Maintain accounts
Make the appropriate setting to ensure that it is possible to post direct to the GR/IR clearing account. (Open items will be generated on this account as a result of the data transfer.)
3. Define number range
You maintain number ranges in Customizing for Purchasing under Purchase Order -> Maintain Number Ranges.
4. Deactivate statistics update
You deactivate the statistics updating process for Purchasing in Customizing for the Logistics Information System (LIS) under Logistics Data Warehouse -> Updating -> Updating Control .
5. Deactivate purchase order commitments
You deactivate commitments management in Customizing for the Enterprise Structure under Assignment -> Controlling -> Assign Controlling Area to Operating Concern .
6. Deactivate price determination process
Deactivate automatic price determination in Customizing for Purchasing under Conditions -> Define Price Determination Process because you specify the net price of the purchase order in the transfer file.
Further information on price determination is available in Customizing for Purchasing under Conditions -> Define Price Determination Process.
7. Deactivate the message determination facility
Deactivate message determination in order that the transferred purchase orders are not re-outputted.
8. Deactivate text transfer
You deactivate text transfer in Customizing for Purchasing under Purchase orders -> Texts for purchase orders -> Define Text Types and Copying Rules for Header Texts and Define Text Types and Copying Rules for Item Texts.

A detailed description of all necessary steps is available in the SAP Library under CA Data Transfer Workbench -> Data Transfer Objects by Application -> MM Materials Management -> MM Purchase Orders: Data Transfer Workbench in the section Preparation for Data Transfer: Purchase Order.