Exercise 1: Purchase Order Entry – Basics
Exercise Objectives
After completing this exercise, you will be able to:
• Create and process purchase orders for stock material • Display and print the purchase order print form
Business Example
The process for procurement of stock material at your company includes creating a purchase order, posting the goods receipt, and processing the vendor invoice. As an employee in the purchasing department, familiarize yourself with purchase order processing for stock material.
Task: Creating and Outputting a Purchase Order
The warehouse stock of standard taillights T-M500A## must be replenished. Order 100 of these taillights from the vendor Motolux GmbH Gr.##.
1. Maintain personal settings
Before you create the purchase order, maintain your personal default values in the purchase order transaction.
Define the following default values for the organizational data and save these settings:
Purchasing Organization: IDES Deutschland (1000) Purchasing Group: SCM500 - ## (T##)
Company Code IDES AG (1000)
Since you do not require the online help at the moment, close the help area.
2. Create a purchase order
Order 100 pieces of the material T-M500A## (standard taillight-##) for immediate delivery from the vendor T-K500A## (Motolux GmbH Gr.##). The material is required for plant 1000 (Hamburg plant) and is to be stored in storage location 0001.
Accept the default purchase order price suggested by the system. Purchase order number: ______________________
3. Display the purchase order
Display your purchase order again and check that you have entered the data correctly.
Use the document overview and choose the selection variant My purchase orders.
4. Output messages
Display your purchase order in the print preview. When you are sure you have selected the correct purchase order and that the data is correct, print the purchasing document. The system automatically selects the output device you set in Message Determination (for example, printer or fax).
5. Maintain a list of favorites
Since you work with purchase orders frequently, it is a good idea to include these transactions in a list of favorites. Include transaction ME21N in your favorites.
Solution 1: Purchase Order Entry – Basics
Task: Creating and Outputting a Purchase Order
The warehouse stock of standard taillights T-M500A## must be replenished. Order 100 of these taillights from the vendor Motolux GmbH Gr.##.
1. Maintain personal settings
Before you create the purchase order, maintain your personal default values in the purchase order transaction.
Define the following default values for the organizational data and save these settings:
Purchasing Organization: IDES Deutschland (1000) Purchasing Group: SCM500 - ## (T##)
Company Code IDES AG (1000)
Since you do not require the online help at the moment, close the help area. a) Choose Logistics → Materials Management → Purchasing →
Purchase Order → Create → Vendor/Supplying Plant Known (ME21N). b) Choose Personal settings.
c) Choose the Default values tab, and then PO header. Enter the default values.
d) Choose (Save) to save your personal default values. These default values are used in the purchase order until you change them again. e) To close the help area, choose Close.
f) Do not exit the purchase order transaction ME21N after this step.
2. Create a purchase order
Order 100 pieces of the material T-M500A## (standard taillight-##) for immediate delivery from the vendor T-K500A## (Motolux GmbH Gr.##). The material is required for plant 1000 (Hamburg plant) and is to be stored in storage location 0001.
Accept the default purchase order price suggested by the system.
Purchase order number: ______________________ a) Enter the following data:
Field name Field value
Vendor T-K500A##
Item Overview
Material T-M500A##
Quantity 100
Delivery Date <Today’s date>
Plant 1000
Storage Location 0001
b) Choose (Save) and make a note of the PO number.
c) Do not exit the purchase order transaction ME21N after this step.
3. Display the purchase order
Display your purchase order again and check that you have entered the data correctly.
Use the document overview and choose the selection variant My purchase orders.
a) If the document overview is not displayed, choose Document overview on.
b) Choose (Selection variant) and then My purchase orders.
c) To display the purchase order, double-click on the document number for your purchase order in the document overview.
4. Output messages
Display your purchase order in the print preview. When you are sure you have selected the correct purchase order and that the data is correct, print the purchasing document. The system automatically selects the output device you set in Message Determination (for example, printer or fax).
a) Choose Logistics → Materials Management → Purchasing → Purchase Order → Messages → Print/Transmit (ME9F). b) Adopt the selection criteria proposed by the system and choose
(Execute).
c) In the overview, select your document and choose Display message. d) Choose (Back) to display the list of messages to be issued again. e) Then select your document again and choose Print/transmit.
5. Maintain a list of favorites
Since you work with purchase orders frequently, it is a good idea to include these transactions in a list of favorites. Include transaction ME21N in your favorites.
a) The following are ways of including transactions in the favorites:
• Drag and drop: Drag the required transaction from the menu
to your list of favorites.
• Right mouse button: Right-click the required transaction and
choose Add to Favorites.
• Pushbutton in the toolbar: When you choose (Add to
Favorites), the selected entry is copied.
• Transaction code: Select Favorites in the standard toolbar,
right-click and choose Insert transaction, and enter the transaction code ME21N.
Hint: Note that the format of the list of favorites varies
depending on the procedure you use.
b) If you would like a different description for the entries in your list of favorites, you can change the text of the entry. Select the relevant favorites and choose Favorites → Change.
