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 Planning Materials

Planning

Finding a Supplier

  1. In the Header Area , choose SLoc Search .

    The Find Supplier dialog box appears.

    The following selection options are available:

    • Structure Hierarchy

      The source element, with or without substructures.

    • Logistics Organization

      The supplier’s MRP area, plant, and storage location.

    • Handling Units

      Without handling unit (HU), with HU, selection of packaging material for HU.

    • Processing Control

      Indicates whether stock storage locations and provisions storage locations are to be considered.

    • Disp. Zero Stock

  2. Make the required selection.

  3. Choose Execute.

    The system displays the stock/requirements overview for your selection.

Creating a Handling Unit for the Material

  1. Choose Start of the navigation path Matl No. Next navigation step Serial No. End of the navigation path

    The system displays one stock line for each serial number.

  2. Select a line.

  3. Choose Create Request HU .

    The system groups the chosen material in an HU and, in the background, transfer posts the material to the supplier’s HU storage location.

Requirement

Displaying Serial Numbers

In the stock/requirements list , choose Start of the navigation path Matl No. Next navigation step Serial No. End of the navigation path

The serial numbers belonging to the materials are displayed, if available.

Requesting a Material

  1. In the Supplier detail area, select a row with unrestricted-use stock (record type Stock ).

  2. Choose Request .

    The Create Purchase Requisition screen appears.

  3. Make the required selection.

  4. Save your entries.

    The system creates a requisition in the stock/requirements list with the record type PurRqs .

Changing a Purchase Requisition

  1. In the stock/requirements list , choose Change PReq .

    The Change Purchase Requisition screen appears.

    The following fields are available:

    General Data tab page

    • Source Elem.

      The source force element.

    • Plant

      The plant of the source force element.

    • Stor. Loc.

      The storage location of the source force element.

    • Material

      The material that is to be procured.

    • Batch

      For material that is to be handled in batches, select a batch for the material.

    • WBS Element

      The WBS element to which the transaction is to be assigned.

    • Quantity

      The quantity that is to be ordered.

    • Loan

      Set this indicator for loan transactions.

    • PM-Relevant

      If the transaction is relevant for the process in Maintenance, set this indicator.

    • Delivery Date

      The date on which the delivery is to be made.

    • Return Date

      In the case of a loan, the date on which the material is to be returned.

    • Requirement Urgency

      For more information, see Customizing and choose Start of the navigation path Materials Management Next navigation step General Settings for Materials Management Next navigation step Requirement Prioritization End of the navigation path .

    • Advice Code (see Advice Code )

    • Status Code (see Status Code )

    • MRP Controller

      Enter the MRP controller responsible for this transaction.

    • Closed

      If no more purchase orders are to be created for the requisition, set this indicator.

    • Planning Comment

      Comment

      Addit. Data tab page

    • Requisitioner

      You can enter additional information on the requisitioner.

    • Planning Comment

      Comment

      Texts tab page

    • Text ID

      Defines the type of text. The text is displayed at item level.

    • Text field

      A field for entering a user-defined text.

  2. Enter the required data.

  3. Save your entries.

Converting a Requisition to a Purchase Order

  1. In the stock/requirements list , select a row with the record type PurRqs .

  2. Choose Convert PReq .

    The Convert Purchase Requisition screen appears.

  3. Enter the required data.

  4. Save your entries.

    The system creates a new purchase order.

Processing Return Deliveries

Once an operation or exercise is complete, you can assign all the stock from a force element that is to be deleted to a receiving force element.

  1. Choose Start of the navigation path Extras Next navigation step Return Deliveries End of the navigation path .

    The Processing Return Deliveries (/ISDFPS/STOCK_RETURNS) report is called.

    This report shows the stock situation of a given force element. You can trigger a complete return delivery (RD) or create individual RD orders.

    On the Return Delivery Processing screen, the following selection parameters are available:

    • Issuing Force Element

      • Force Element

      • Stock Storage Location

        If stock storage locations are to be considered, set this indicator.

      • Provisions Storage Locations

        If provisions storage locations are to be considered, set this indicator.

    • Receiving Force Element

      • Return Standard Supplier

        The system determines the standard supplier for each item at material level and creates a purchase requisition for each item. If the indicator is not set, the system generates a purchase requisition with all items for the receiving force element.

      • Force Element

      • Plant

        The plant of the receiving force element.

      • Stor. Loc.

        The storage location of the receiving force element.

    • Assignments

      • Relocation ID

        The relocation key.

      • Relocation Step ID

        The relocation step key.

    • Processing Options

      • Plan Complete Return Delivery

        If the complete open quantity is to be returned with a delivery, set this indicator.

      • Plan Serial Numbers

        If you set this indicator together with the Plan Complete Return Delivery indicator, materials with serial numbers are also transferred to the requisition. In a return delivery order created at a later date, there is one item for each serial number and serialized material.

      • Create Return Delivery Purchase Orders

        If you want the system to generate return delivery orders automatically, set this indicator.

      • Return Delivery Date

        The date by which the transaction is to be completed.

      • Material Number

        The selection of materials to be returned.

  2. Enter data as required and choose Execute .

    The Return Delivery Processing screen appears with the data records to be processed.

  3. To create requisitions or change existing requisitions, choose RD PReq (record type RD Req ).

  4. To convert these records to purchase orders, choose Convert PReq .

    The requisitions must have the status Released .

    The system converts RD requisitions for non-serialized material to purchase orders (record type RelOrd ). For material with serial numbers, the system creates outbound deliveries with the record type Outbound .

  5. You can branch directly to various applications. To do so, select a row and choose Display Transactions .

  6. If you want to delete requisitions, select one or more rows and choose Delete PReq .