Entering content frame

Procedure documentation Configuring Automatic Purchase Requisitions in the Sales System Locate the document in its SAP Library structure

Use

This section explains the settings that are necessary in the sales system in order to create a purchase requisition automatically from the sales order.

The vendor is determined as a location using the rule-based ATP check (location determination) in SAP APO, and is then transmitted to the sales system. For more information see Maintaining Business Partners and Configuring Location Aliases for Third-Party Business.

The system automatically creates a subitem in the sales order. The system automatically creates a purchase requisition item for the schedule line of this subitem. The system determines the purchasing organization for this PReq from the sales organization (see section Check Enterprise Structure Data).

Procedure

  1. Check the schedule line category CS (third-party business). In Customizing for Sales and Distribution choose Sales ® Sales Documents ® Schedule Lines ® Define Schedule Line Categories. The following data are created as standard:

Schedule line category CS (third-party business)

Field

Value

PO type

NB (purchase requisition standard)

Item category

5 (Third-party)

Account assignment category

X (all auxiliary accounts)

Incompletion procedure

31 (schedule line with purchase requisition)

Recommendation

For this transaction (item category ALES, schedule line category CS), the standard PO type NB and the standard account assignment type X (all auxiliary accounts) are set. For further information, see note 210997.

  1. Check the schedule line category assignment. In Customizing for Sales and Distribution choose Sales ® Sales Documents ® Schedule Lines ® Assign Schedule Line Categories.

In the standard system, ALE third-party business uses the item category ALES with the following schedule line category assignment (see also Configuring Automatic Purchase Orders in the Sales System).

Assignment

Item category

MRP type

Default schedule line category

ALES

 

CS

  1. Check the usage of item categories. In Customizing for Sales and Distribution choose Sales ® Sales Documents ® Sales Document Item ® Define Item Category Usage. The item category usage for rule-based ATP checks is delivered as follows in the standard system.

Example: Item category usage

Use

Description

APO1

Sourcing main item

APO2

Sourcing own system

APO3

Sourcing external system

  1. Check the assignment of item categories. In Customizing for Sales and Distribution choose Sales ® Sales Documents ® Schedule Lines ® Assign Item Categories.

The following example shows the Customizing settings for the standard item category group NORM (see also Maintaining the Material Master). Using the item category usage described below, the system can propose the item category TAPA for the main item, and the item category TAN (standard item) for the subitem for deliveries from the customer’s own system, or ALES (third-party item) for deliveries from another R/3 system.

The following item category assignment is delivered as standard.

Example: Item category assignment

SD document type

Item category group from material master

Item usage

Item category of superordinate item

Proposal for item category: SD document

TA

NORM

APO1

 

TAPA

TA

NORM

APO2

TAPA

TAN

TA

NORM

APO3

TAPA

ALES

(see also Maintaining the Material Master)

 

Note

Automatic generation of a purchase requisition can be stopped for various reasons:

You can use the incompleteness log for sales documents to track these transactions. In the standard system, the incompleteness procedure 31 is assigned to the schedule line category CS.

 

 

Leaving content frame