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 Classifying Purchasing Info Records

Use

This function lets you classify a material in the purchasing info record and use it to define a material variant at vendor/material level.

Integration

You can pass on characteristic value assignments from the purchasing info record to items of purchase requisitions and purchase orders.

Prerequisites

The material that you want to classify in the purchasing info record must be configurable.

The class and characteristics you want to use for classification of the purchasing info record must be permitted for class type 057 Purchasing info record .

If you want the system to transfer the characteristic value assignments from the purchasing info record to the configuration of a purchase requisition or purchasing document item, you must permit this in Customizing of Purchasing at Start of the navigation path Purchase Order Next navigation step Fast Entry of Characteristics in Purchase Order Next navigation step Copy Characteristic Values from the Purchasing Info Record End of the navigation path .

Background documentation 

When you work with global/local groups in purchase orders, you can also use this IMG activity to determine whether the characteristic value assignments of the global itemor of the purchasing info record take precedence when you create a local item.

If you do not work with global/local groups, the system makes no distinction between the two alternatives; the system always passes on the characteristic value assignments of the purchasing info record.

Features

You can classify a material in the purchasing info record at vendor/material level. A different classification at the level of the purchasing organization, plant or info record type is not possible.

When you create a purchase requisition or purchasing document item for the material, the characteristic values in the purchasing info record can be adopted and, if necessary, changed.

Note Note

The system does not transfer the characteristic value assignments from the purchasing info record until you go the configuration data of the item in the purchase requisition or in the purchasing document.

In the case of a purchase requisition the system adopts the characteristic value assignments from the purchasing info record if a desired vendor or a fixed vendor was entered.

The adopted characteristic value assignments are default values only. If you leave the characteristic valuation screen by choosing Cancel , the system does not configure the relevant item.

End of the note.

Caution Caution

If you change the vendor in the purchase requisition or in the purchasing document after the system has adopted the characteristic values from the purchasing info record, the system does not adopt the characteristic value assignments from the purchasing info record of the new vendor.

End of the caution.

Activities

  1. In the Purchasing menu choose Start of the navigation path Master Data Next navigation step Info Record Next navigation step Change End of the navigation path .

  2. Enter the vendor and the configurable material and choose Enter .

  3. Choose the Classify pushbutton and enter the desired class.

    Note Note

    Because purchasing info records can be classified only at vendor/material level, the Classify pushbutton appears only if you are in the General Data view.

    End of the note.

  4. Enter the value assignments for the corresponding characteristics.

    Note Note

    The system adopts only those characteristics that are also included in the class of the configurable material (class type 300 Variants ).

    End of the note.