Materiats Management Configuration Document
Content Materials Management .............................................................................................................. 4 1
Configuration of Logistics General: MM ............................................................................. 4 1.1
2
Setting up Posting Period for Company Code ......................................................... 4
1.1.1
Maintaining Company Codes for Materials Management.................................... 4
1.1.2
Running Close Period .......................................................................................... 4
1.1.3
Defining Attributes for Material Types .................................................................. 5
1.1.4
Define Price Control for Material Types ............................................................... 7
1.1.5
Defining Material Groups ..................................................................................... 8
1.1.6
Defining Units of Measure Groups ....................................................................... 8
1.1.7
Defining Product Hierarchies ............................................................................... 9
1.1.8
Defining Attributes of System Messages ............................................................. 9
Configuration of Materials Management .......................................................................... 10 2.1
Activating batch-specific Unit of Measures ............................................................ 10
2.2
Creating Release Procedure Characteristics ......................................................... 10
2.3
Creating Release Procedure Class ........................................................................ 13
2.4
Defining Release Procedure for Purchase Orders ................................................ 14
2.5
Defining Release Procedure for Purchase Orders - Set Criterias ......................... 15
2.6
Defining Calculation Schema ................................................................................. 16
2.7
Maintaining Rounding Profiles ............................................................................... 18
2.8
Unit of Measure Rounding Rules ........................................................................... 19
2.9
Maintaining Account Assignment Categories ........................................................ 19
2.10
Defining Permissible Partner Roles per Account Group ........................................ 36
2.11
Defining Condition Type ......................................................................................... 36
2.12
Taxes in Procurement ............................................................................................ 37
2.12.1
Setting Tax Indicator for Material ....................................................................... 37
2.12.2
Setting Tax Indicator for Plant ........................................................................... 37
2.12.3
Setting Tax Indicator for Account Assignment ................................................... 38
2.12.4
Assigning Tax Indicators for Plant ..................................................................... 38
2.12.5
Assigning Tax Indicators for Account Assignments ........................................... 38
2.13
Checking Incoterms ............................................................................................... 39
2.14
Returns to Vendor .................................................................................................. 39
2.15
Vendor Evaluation .................................................................................................. 40
2.15.1
Defining Criteria ................................................................................................. 40
2.15.2
Defining Subcriteria ............................................................................................ 40
2.15.3
Defining Scope of List ........................................................................................ 41
2.15.4
Maintaining Purchasing Organization Data - Purchasing Organization ............ 42
2.15.5
Maintaining Purchasing Organization Data - Main Criteria................................ 42
2.15.6
Maintaining Purchasing Organization Data – Subcriteria .................................. 42 Page 2 of 46
2.15.7
Maintaining Purchasing Organization Data – Weighting ................................... 43
2.15.8 Maintaining Purchasing Organization Data - Points Scores for the Automatic Criteria 44 2.15.9 2.15.10
Changing Period Split for Quantity Reliability .................................................... 46 Changing Period Split for On-Time Delivery Performance............................ 46
Page 3 of 46
Materials Management 1 Configuration of Logistics General: MM 1.1 Setting up Posting Period for Company Code To set up posting periods correctly proceed on as described in the following procedures:
1.1.1
Maintaining Company Codes for Materials Management
1. Access the activity using one of the following navigation options:
2.
3.
IMG Menu
Logistics General Material Master Basic Settings Maintain Company Codes for Materials Management
Transaction Code
OMSY
On the Change View “Materials Management View on Company Codes”: Overview screen, make the following entries: Field Name
User action and values
Comment
Company Code
MM10
Select line
Year
Previous year
Period
12
Last period of previous year
ABp - Allow Posting to Previous Period (Backposting)
select
Choose Save.
1.1.2
Running Close Period
1. Access the activity using one of the following navigation options: ECC Menu
Logistics Materials Management Material Master Other Close Period
Transaction Code
MMPV
2. On the Close Period for Material Master Records screen, make the following entries: From company code
To company code
Period
Fiscal year
Check and Close Period
MM10
MM10
, e.g. 12
, e.g. 2011
Select
3. Choose Execute (F8). 4. Repeat steps two and three until you arrive at the current period
Page 4 of 46
Example for June 2012:
From company code
To company code
Period
Fiscal year
Check and Close Period
MM10
MM10
12
2011
Select
MM10
MM10
01
2012
Select
MM10
MM10
02
2012
Select
MM10
MM10
03
2012
Select
MM10
MM10
04
2012
Select
MM10
MM10
05
2012
Select
MM10
MM10
06
2012
Select
1.1.3
Defining Attributes for Material Types
1. Access the activity using one of the following navigation options: IMG Menu
Logistics General Material Master Basic Settings Material Types Define Attributes of Material Types
Transaction Code
SPRO
2. On the Change View “Material Types”: Overview screen, select material type ABF (see table in step 4). 3. Double click Quantity/value updating in the Dialog Structure. 4. On the Change View “Quantity/Value Updating”: Overview screen, make the following entries: Val. Area
Material Type
Plant_1 (1000)
ABF
Plant_2 (1100)
ABF
Quantity updating
Value Updating
Pipeline mandatory
Pipeline allowed
5. Choose Back (F3). 6. Repeat steps 2. to 5. for the following material types: Val. Area
Material Type
Plant_1 (1000)
ABF (done)
Plant_2 (1100)
ABF (done)
Plant_1 (1000)
CONT
Plant_2 (1100)
CONT
Plant_1 (1000)
COUP
Plant_2 (1100)
COUP
Plant_1 (1000)
DIEN
Quantity updating
Value Updating
Pipeline mandatory
Pipeline allowed
Page 5 of 46
Val. Area
Material Type
Quantity updating
Value Updating
Plant_2 (1100)
DIEN
Plant_1 (1000)
ERSA
X
X
Plant_2 (1100)
ERSA
X
X
Plant_1 (1000)
FERT
X
X
Plant_2 (1100)
FERT
X
X
Plant_1 (1000)
FGTR
X
X
Plant_2 (1100)
FGTR
X
X
Plant_1 (1000)
FHMI
X
X
Plant_2 (1100)
FHMI
X
X
Plant_1 (1000)
FOOD
X
X
Plant_2 (1100)
FOOD
X
X
Plant_1 (1000)
FRIP
X
X
Plant_2 (1100)
FRIP
X
X
Plant_1 (1000)
HALB
X
X
Plant_2 (1100)
HALB
X
X
Plant_1 (1000)
HAWA
X
X
Plant_2 (1100)
HAWA
X
X
Plant_1 (1000)
HERS
X
X
Plant_2 (1100)
HERS
X
X
Plant_1 (1000)
HIBE
X
X
Plant_2 (1100)
HIBE
X
X
Plant_1 (1000)
IBAU
Plant_2 (1100)
IBAU
Plant_1 (1000)
INTR
X
X
Plant_2 (1100)
INTR
X
X
Plant_1 (1000)
KMAT
Plant_2 (1100)
KMAT
Plant_1 (1000)
LEER
X
X
Plant_2 (1100)
LEER
X
X
Plant_1 (1000)
LEIH
X
Plant_2 (1100)
LEIH
X
Plant_1 (1000)
LGUT
X
X
Plant_2 (1100)
LGUT
X
X
Plant_1 (1000)
MODE
X
X
Plant_2 (1100)
MODE
X
X
Plant_1 (1000)
NLAG
Pipeline mandatory
Pipeline allowed
Page 6 of 46
Val. Area
Material Type
Quantity updating
Value Updating
Plant_2 (1100)
NLAG
Plant_1 (1000)
NOF1
X
X
Plant_2 (1100)
NOF1
X
X
Plant_1 (1000)
PIPE
Plant_2 (1100)
PIPE
Plant_1 (1000)
PLAN
Plant_2 (1100)
PLAN
Plant_1 (1000)
PROC
Plant_2 (1100)
PROC
Plant_1 (1000)
PROD
Plant_2 (1100)
PROD
Plant_1 (1000)
ROH
X
X
Plant_2 (1100)
ROH
X
X
Plant_1 (1000)
UNBW
X
Plant_2 (1100)
UNBW
X
Plant_1 (1000)
VERP
X
X
Plant_2 (1100)
VERP
X
X
Plant_1 (1000)
VKHM
X
X
Plant_2 (1100)
VKHM
X
X
Plant_1 (1000)
VOLL
X
X
Plant_2 (1100)
VOLL
X
X
Plant_1 (1000)
WERB
X
X
Plant_2 (1100)
WERB
X
X
Plant_1 (1000)
WERT
X
Plant_2 (1100)
WERT
X
Plant_1 (1000)
WETT
Plant_2 (1100)
WETT
Pipeline mandatory
Pipeline allowed
X X
X
7. Save your settings.
1.1.4
Define Price Control for Material Types
1. Access the activity using one of the following navigation options: IMG Menu
Materials Management Valuation and Account Assignment Define Price Control for Material Types
Transaction Code
SPRO
2. On the Change View “Price Control”: Overview screen, make the following entries: Field Name
User action and values
Comment
Material Type
HAWA
Trading Goods Page 7 of 46
Field Name
User action and values
Comment
Price Control
V
Moving average price/periodic unit price
Price ctrl mandatory
X
Price control mandatory
3. Save your settings.
1.1.5
Defining Material Groups
1. Access the activity using one of the following navigation options: IMG Menu
Logistics General Material Master Settings for Key Fields Define Material Groups
Transaction Code
SPRO
2. On the Change View “Material Groups”: Overview screen, choose New Entries. 3. Make the following sets of entries: Material Group
Mat.grp.description
Description 2
YBD01
Product Group D01
Product Group Services
YBF01
Product Group F01
Product Group Discrete Man.
YBF02
Product Group F02
Product Group Process Man.
YBR01
Product Group R01
Product group Plastic
YBR02
Product Group R02
Product group Metal
YBR03
Product Group R03
Product Group Stationary
YBR04
Product Group R04
Product Group Spares
YBR05
Product Group R05
Product Group Misc
YBS01
Product Group S01
Product Group Subcon.
YBS02
Product Group S02
Product Group Phantom
YBT01
Product Group T01
Product Group Trade
YBZ01
Product Group Z01
Product Group Consumables
YBZ02
Product Group Z02
Product Group Supplies
YBZ03
Product Group Z03
Product Group Computers
4. Save your settings.
1.1.6
Defining Units of Measure Groups
1. Access the activity using one of the following navigation options: IMG Menu
Logistics General Material Master Settings for Key Fields Define Units of Measure Groups
Transaction Code
SPRO
2. On the Change View “Define Units of Measure Groups”: Overview screen, choose New Entries. 3. Make the following sets of entries. Field Name
Unit Group
Alternative Unite
Measurement Unit Text
Counter
Denominator for conversion
Entry 1
10
DZ
Dozen
12
1 Page 8 of 46
Field Name
Unit Group
Alternative Unite
Measurement Unit Text
Counter
Denominator for conversion
Entry 2
10
GRO
Gross
144
1
4. Save your settings.
1.1.7
Defining Product Hierarchies
1. Access the activity using one of the following navigation options: IMG Menu
Logistics General Material Master Settings for Key Fields Data Relevant to Sales and Distribution Define Product Hierarchies
Transaction Code
SPRO
2. On the Customizing Product Hierarchy screen, select Maintain: Product hierarchy and choose Choose (F2). 3. On the Change View “Materials: Product Hierarchies”: Overview screen, choose New Entries. 4. Make the following entries. Start with all Level-1 entries and save them, then continue with all Level-2 entries, etc.: Product Hierarchy
Level No.
Description
#00001
1
Best Practices Prod. Hier. Top Level
#00001B0001
2
Prod. Hier. Second Level - Products A
#00001B000100000001
3
Prod. Hier. Third Level - Product A.01
#00001B000100000002
3
Prod. Hier. Third Level - Product A.02
#00001B000100000003
3
Prod. Hier. Third Level - Parts A.03
#00001B0002
2
Prod. Hier. Second Level - Products B
#00001B000200000001
3
Prod. Hier. Third Level - Product B.01
#00001B000200000002
3
Prod. Hier. Third Level - Product B.02
5. Save your settings.
1.1.8
Defining Attributes of System Messages
1. Access the activity using one of the following navigation options: IMG Menu
Logistics General Material Master Basic Settings Define Attributes of System Messages
Transaction Code
SPRO
2. On the Change View “System Messages”: Overview screen, change the following entry: Field Name
Description
Version Appl A..
User action and values
Comment
00 Application Area
MM
No
326
Message Text
There are still open purchase order items or scheduling agreements
Page 9 of 46
Field Name
Description
Cat
User action and values
Comment
W
Change value ‘E’ (error mesaage) to ‘W’ (warning message)
3. Save your settings.
2 Configuration of Materials Management 2.1 Activating batch-specific Unit of Measures 1. Access the activity using one of the following navigation options: IMG Menu
Logistics - General Batch Management Batch-Specific Material Unit of Measure Activate Batch-Specific Material Unit of Measure
Transaction Code
OMWS
2. On the Activate Batch-Specific Material Unit of Measure screen select Batch-specific units of measure active and save your entry.
2.2 Creating Release Procedure Characteristics 1. Access the activity using on of the following navigation options:
SAP ECC Menu
Cross Application Components Classification System Master Data Characteristics
Transaction Code
CT04
2. On the Characteristics screen, make the following entries: Field Name
User action and values
Characteristic
R2R_PURCH_GRP
3. Choose Create. 4. On the Create Characteristics screen, make the following entries: 5. Choose the Basic tab page: Field Name
User action and values
Description
Purchasing Group
Status
1
Data Type
CHAR
Number of Characters
3
Multiple Values
select
6. Choose the Description tab page: Field Name
User action and values
Page 10 of 46
Field Name
User action and values
Language
DE
Description
Einkaeufergruppe
Language
EN
Description
Purchasing Group
7. Choose the Values tab page: Field Name
User action and values
Char. Value
100
Description
Group-100
Char. Value
101
Description
Group-101
Char. Value
102
Description
Group-102
Char. Value
103
Description
Group-103
Char. Value
110
Description
Group-110
Char. Value
111
Description
Group-111
Char. Value
112
Description
Group-112
Char. Value
113
Description
Group-113
8. Choose the Addnl data tab page: Field Name
User action and values
Table Name
CEKKO
Field Name
EKGRP
Not Ready for Input
select
9. Choose Save and go back to the Characteristics screen. 10. On the Characteristics screen, make the following entries:
Page 11 of 46
Field Name
User action and values
Characteristic
R2R_PURCH_ORD_TYPE
11. Choose Create. 12. On the Create Characteristics screen, make the following entries: 13. Choose the Basic tab page: Field Name
User action and values
Description
Order Type (Purchasing)
Status
1
Data Type
CHAR
Number of Characters
4
Multiple Values
select
14. Choose the Description tab page: Field Name
User action and values
Language
DE
Description
Bestellart
Language
EN
Description
Order Type (Purchasing)
15. Choose the Values tab page: Field Name
User action and values
Char. Value
FO
Description
Framework OrderFO
Char. Value
NB
Description
Standard PONB
Char. Value
UB
Description
Stock Tranfer OrderUB
16. Choose the Addnl data tab page: Field Name
User action and values
Table Name
CEKKO
Field Name
BSART
Not Ready for Input
select
17. Choose Save and go back to the Characteristics screen. 18. On the Characteristics screen, make the following entries: Page 12 of 46
Field Name
User action and values
Characteristic
R2R_PURCH_ORD_VALUE
19. Choose Create. 20. On the Create Characteristics screen, make the following entries: 21. Choose the Basic tab page: Field Name
User action and values
Description
Total net order value
Status
1
Data Type
CURR
Number of Characters
15
Decimal Places
2
Currency
GBP
Template
_____________,__
Multiple Values
select
22. Choose the Description tab page: Field Name
User action and values
Language
EN
Description
Total net order value
23. Choose the Values tab page: Field Name
User action and values
Char. Value
> 500.00 GBP
24. Choose the Addnl data tab page: Field Name
User action and values
Table Name
CEKKO
Field Name
GNETW
Not Ready for Input
select
25. Choose Save.
2.3 Creating Release Procedure Class 1. Access the activity using on of the following navigation options: SAP ECC Menu
Materials Management Consumption Based Planning Planning Define Storage Location MRP per Plant
Transaction Code
CL02
2. On the Class screen, make the following entries: Page 13 of 46
Field Name
User action and values
Class
R2R_CL_REL_CEKKO
Class type
032
3. Choose Create. 4. On the Create Class screen, make the following entries: 5. Choose the Basic data tab page: Field Name
User action and values
Description
PO Release at Header Level
Status
Released
6. Choose the Char. Tab page: Field Name
User action and values
Char.
R2R_PURCH_ORD_TYPE
Char.
R2R_PURCH_GRP
Char.
R2R_PURCH_ORD_VALUE
7. Choose Save.
2.4 Defining Release Procedure for Purchase Orders 1. Access the activity using on of the following navigation options: IMG Menu
Materials Management Purchasing Purchase Order Release Procedure for Purchase Orders Define Release Procedure for Purchase Orders
Transaction Code
SPRO
2. Double-click Release Groups. 3. Choose New Entries. 4. Make the following entries: Grp
Obj
Class
Description
PH
2
R2R_CL_REL_CEKKO
PO Release (Overall)
5. Choose Save. 6. Choose Back. 7. Double-click Release Codes. 8. Choose New Entries. 9. Make the following entries: Grp
Code
Description
PH
01
Purchasing Manager
Page 14 of 46
10. Choose Save. 11. Choose Back. 12. Double-click Release Indicator. 13. Choose New Entries. 14. Make the following entries: Rel
R Chg
VChTo
Description
1
X 6
0.0
Changeable, but new release
0
2
0.0
Changeable
15. Choose Save. 16. Choose Back. 17. Double-click Release Strategies. 18. Choose New Entries. 19. Make the following entries: Grp
Strat
Code
Description
PH
10
01
Overall Release
20. Choose Save. 21. Choose Back.
2.5 Defining Release Procedure for Purchase Orders Set Criterias 1. Access the activity using on of the following navigation options: IMG Menu
Materials Management Purchasing Purchase Order Release Procedure for Purchase Orders Define Release Procedure for Purchase Orders
Transaction Code
SPRO
2. Double-click Release Strategies. 3. Select Release Prerequisites and choose Continue. 4. Select Release Statuses and choose Continue. 5. Choose Classification. 6. On the Change View “Release Strategies”: Classification screen, make the following entries: Field Name
User action and values
Order types (Purchasing)
Framework orderFO Standard PONB Stock Tranfer OrderUB
Purchasing Groups
100 101 102 103 110 Page 15 of 46
Field Name
User action and values 111 112 113
Total net order value
> 500.00 GBP
7. Choose Back. 8. Choose Release Simulation. 9. Choose Simulate Release. 10. Choose Set/reset release. The release is simulated 11. Choose Cancel. 12. Choose Continue. 13. Choose Save, and then Exit.
2.6 Defining Calculation Schema 1. Access the activity using on of the following navigation options: IMG Menu
Materials Management Purchasing Conditions Define Price Determination Process Define Calculation Schema
Transaction Code
SPRO
2. On the Change View “Schemas”: Overview screen, select Procedure RM0000 (Purchasing Document (Big)). 3. In the Dialog Structure, double-click Control data. 4. Enter the values shown below. Step
Counter
Cond.
From
Type
To
Cond. Det. manually
Stat
Print
Cond.
ID
subtotal
1
1
PB00
9
1
2
PBXX
9
2
0
VA00
3
0
VA01
4
0
GAU1
5
0
GAU2
10
1
RB00
X
X
10
2
RC00
X
X
10
3
RA00
X
X
10
4
RA01
10
5
HB00
X
X
10
6
ZB00
X
X
10
7
ZC00
X
X
10
8
ZA00
X
X
10
9
ZA01
X
X
Req
Accnt Key
31 31
1
Base Type
5
X
1
Cal. Type
32
32
X
Page 16 of 46
Accruals
Step
Counter
Cond.
From
To
Type
Cond. Det. manually
Stat
X
Print
Cond.
ID
subtotal
Req
Cal. Type
Base Type
Accnt Key
Accruals
X
10
10
HB01
10
11
RL01
10
15
MM00
10
16
MM01
10
17
REST
17
0
EDI1
19
0
EDI2
20
0
21
1
NAVS
X
60
21
2
NAVM
X
29
22
0
20
21
24
0
21
21
25
0
22
23
31
1
FRA1
20
X
X
FRE
FR1
31
2
FRB1
20
X
X
FRE
FR1
31
3
FRC1
20
X
X
FRE
FR1
31
4
RUE1
20
X
X
FRE
RUE
31
5
RUB1
20
X
X
FRE
RUE
31
6
RUC1
20
X
X
FRE
RUE
31
7
ZOA1
20
X
X
FRE
FR3
31
8
ZOB1
20
X
X
FRE
FR3
31
9
ZOC1
20
X
X
FRE
FR3
31
10
FRA2
20
X
X
FRE
FR2
31
11
FRB2
20
X
X
FRE
FR2
31
12
FRC2
20
X
X
FRE
FR2
32
1
MAR1
20
X
12
FRE
RUE
35
1
SKTO
20
X
17
37
0
A001
20
X
26
EIN
BO1
38
0
A002
20
X
26
EIN
BO1
39
0
30
3 2
40
0
25
3 8
41
0
25
3 2
60
0
1
X
1
X
X
X
X X X
53 53 S
WOT B
40
7
S
S S S X
3
Page 17 of 46
Step
Counter
Cond.
From
To
Type 70
0
GRW R
75
0
GWLB
79
0
Cond. Det. manually
20
70
Stat
Print
Cond.
ID
subtotal
X
8
X
54
X
7 8
Req
C
Cal. Type
Base Type
Accnt Key
60
8
5. Save your settings. 6. Choose Back (F3) two times.
2.7 Maintaining Rounding Profiles 1. Access the activity using on of the following navigation options: IMG Menu
Materials Management Purchasing Order Optimizing Quantity Optimizing and Allowed Logistics Units of Measure Maintain Rounding Profile
Transaction Code
SPRO
2. On the Create Quantity Addition/Subtraction screen, enter rounding profile YG00 in the Rounding profile field of the dialog box Maintain Rounding Profile: Initial Screen. 3. Enter the plant Plant_1 (1000) in the field Plant of the dialog box Maintain Rounding Profile: Initial Screen. 4. Choose Create Dynamic (F5). 5. On the Create Dynamic Rounding Profile screen, enter the values shown below. Field Name
User action and values
Rounding Profile
YG00
Description
Rounding to cartons, layers and pallets
Plant
Plant_1 (1000)
Rounding off method
3
Rounding rule
Y1
6. Save your settings. 7. Choose Back (F3). 8. Repeat steps 2. - 6. for the same rounding profile and for the plant Plant_2 (1100) as shown below: Field Name
User action and values
Rounding Profile
YG00
Description
Rounding to cartons, layers and pallets
Plant
Plant_2 (1100)
Rounding off method
3
Rounding rule
Y1
Page 18 of 46
Accruals
9. Save your settings. 10. Choose Back (F3).
2.8 Unit of Measure Rounding Rules 1. Access the activity using on of the following navigation options: IMG Menu
Materials Management Purchasing Order Optimizing Quantity Optimizing and Allowed Logistics Units of Measure Unit of Measure Rounding Rules
Transaction Code
SPRO
2. On the Change View “Unit of Measure Rounding Rule”: Overview screen, choose New Entries. 3. On the New Entries: Overview of Added Entries screen, make the following entries: Rounding Rule
Alternative Unit of measure
% rounding up
% rounding down
Y1
CAR
80,0
0,1
Y1
PAL
80,0
0,1
4. Save your settings. 5. Choose Back (F3).
2.9 Maintaining Account Assignment Categories 1. Access the activity using on of the following navigation options: IMG Menu
Materials Management Purchasing Account Assignment Maintain Account Assignment Categories
Transaction Code
SPRO
2. On the Change View “Account Assignment Categories”: Overview screen, select Acct assignment cat. A (Asset). 3. Choose Details (Ctrl+Shift+F2). 4. On the Change View “Account Assignment Categories”: Details screen, make the following entries: Field Name
User action and values
Consumption posting
A
Description
Asset
Distribution
1
AA Changeable at IR
X
Partial Invoice
2
ID.Account Assignment Screen
2
Goods receipt
X
GR non-valuated
X
Invoice receipt
X
Page 19 of 46
Field Name
Mandatory Entry
Asset
X
Optional Entry
Asset Subnumber
Dislay
Hidden
X
Business Area
X
Business process
X
CO/PP Order
X
Commitment Item
X
Cost Center
X
Cost Object
X
Cost Type
X
Deletion indicator
X
Details account assgt. block
X
Functional Area
X
Funds
X
Funds Center
X
Funds reservation
X
General Ledger Account
X
Goods recipient/ship-to party
X
Grant
X
Joint Venture Partner
X
Network
X
Profit Center
X
Profitability Segment
X
Project
X
Qty./percent. mat. acct. assgt
X
Real Estate Management
X
Sales Order
X
Sales document schedule
X
Service/activity type
X
Unloading point
X
5. Save your settings. 6. Repeat steps 1. to 5. for the account assignment categories B, …, X using the values shown below. Acct. assignmt. cat. B Field Name
User action and values
Consumption posting
E Page 20 of 46
Field Name
User action and values
Description
MTS prod./sales ord.
Distribution AA Changeable at IR Account modification
VKA
Partial Invoice ID.Account Assignment Screen Goods receipt GR non-valuated Invoice receipt
X
Acct. assignmt. cat. C Field Name
User action and values
Consumption posting
V
Description
Sales order
Distribution
1
AA Changeable at IR
X
Account modification Partial Invoice
2
ID.Account Assignment Screen
1
Goods receipt
X
GR non-valuated Invoice receipt Field Name
X Mandatory Entry
Optional Entry
Dislay
Hidden
Asset
X
Asset Subnumber
X
Business Area
X
Business process
X
CO/PP Order
X
Commitment Item
X
Cost Center
X
Cost Object
X
Cost Type
X
Deletion indicator
X
Details account assgt. block
X
Functional Area
X
Funds
X Page 21 of 46
Field Name
Mandatory Entry
Optional Entry
Dislay
Hidden
Funds Center
X
Funds reservation
X
General Ledger Account
X
Goods recipient/ship-to party
X
Grant
X
Joint Venture Partner
X
Network
X
Profit Center
X
Profitability Segment
X
Project
X
Qty./percent. mat. acct. assgt
X
Real Estate Management Sales Order
X X
Sales document schedule
X
Service/activity type
X
Unloading point
X
Acct. assignmt. cat. D Field Name
User action and values
Consumption posting
P
Description
Indiv.cust./project
Distribution AA Changeable at IR Account modification
VKA
Partial Invoice ID.Account Assignment Screen
1
Special Stock
E
Goods receipt
X
GR non-valuated Invoice receipt
X
GR Ind. binding
X
Field Name
Mandatory Entry
Optional Entry
Dislay
Hidden
Asset
X
Asset Subnumber
X
Page 22 of 46
Field Name
Mandatory Entry
Optional Entry
Dislay
Hidden
Business Area
X
Business process
X
CO/PP Order
X
Commitment Item
X
Cost Center
X
Cost Object
X
Cost Type
X
Deletion indicator
X
Details account assgt. block
X
Functional Area
X
Funds
X
Funds Center
X
Funds reservation
X
General Ledger Account
X
Goods recipient/ship-to party
X
Grant
X
Joint Venture Partner
X
Network
X
Profit Center
X
Profitability Segment
X
Project
X
Qty./percent. mat. acct. assgt
X
Real Estate Management Sales Order
X X
Sales document schedule
X
Service/activity type
X
Unloading point
X
Acct. assignmt. cat. E Field Name
User action and values
Consumption posting
E
Description
Ind. cust. w. KD-CO
Distribution AA Changeable at IR Account modification
VKA
Page 23 of 46
Field Name
User action and values
Partial Invoice ID.Account Assignment Screen
1
Special Stock
E
Goods receipt
X
GR non-valuated Invoice receipt
X
GR Ind. Binding
X
Field Name
Mandatory Entry
Optional Entry
Dislay
Hidden
Asset
X
Asset Subnumber
X
Business Area
X
Business process
X
CO/PP Order
X
Commitment Item
X
Cost Center
X
Cost Object
X
Cost Type
X
Deletion indicator
X
Details account assgt. block
X
Functional Area
X
Funds
X
Funds Center
X
Funds reservation
X
General Ledger Account
X
Goods recipient/ship-to party
X
Grant
X
Joint Venture Partner
X
Network
X
Profit Center
X
Profitability Segment
X
Project
X
Qty./percent. mat. acct. assgt
X
Real Estate Management Sales Order
X X Page 24 of 46
Field Name
Mandatory Entry
Optional Entry
Dislay
Hidden
Sales document schedule
X
Service/activity type
X
Unloading point
X
Acct. assignmt. cat. F Field Name
User action and values
Consumption posting
V
Description
Order
Distribution
1
AA Changeable at IR
X
Account modification
VBR
Partial Invoice
2
ID.Account Assignment Screen
1
Special Stock Goods receipt
X
GR non-valuated Invoice receipt
X
GR Ind. Firm
Field Name
Mandatory Entry
Optional Entry
Dislay
Hidden
Asset
X
Asset Subnumber
X
Business Area
X
Business process
X
CO/PP Order
X
Commitment Item
X
Cost Center
X
Cost Object
X
Cost Type
X
Deletion indicator
X
Details account assgt. block
X
Functional Area
X
Funds
X
Funds Center
X
Funds reservation
X
General Ledger Account
X Page 25 of 46
Field Name
Mandatory Entry
Optional Entry
Goods recipient/ship-to party
Dislay
Hidden
X
Grant
X
Joint Venture Partner
X
Network
X
Profit Center
X
Profitability Segment
X
Project
X
Qty./percent. mat. acct. assgt
X
Real Estate Management
X
Sales Order
X
Sales document schedule
X
Service/activity type
X
Unloading point
X
Acct. assignmt. cat. G Field Name
User action and values
Consumption posting
P
Description
MTS prod./project
Distribution AA Changeable at IR Account modification
VKA
Partial Invoice ID.Account Assignment Screen Special Stock Goods receipt GR non-valuated Invoice receipt
X
GR Ind. Firm Acct. assignmt. cat. K Field Name
User action and values
Consumption posting
V
Description
Cost center
Distribution
1
AA Changeable at IR
X
Account modification
VBR
Partial Invoice
2 Page 26 of 46
Field Name
User action and values
ID.Account Assignment Screen
1
Special Stock Goods receipt
X
GR non-valuated Invoice receipt
X
GR Ind. Firm
Field Name
Mandatory Entry
Optional Entry
Dislay
Hidden
Asset
X
Asset Subnumber
X
Business Area
X
Business process
X
CO/PP Order
X
Commitment Item
X
Cost Center
X
Cost Object
X
Cost Type
X
Deletion indicator
X
Details account assgt. block
X
Functional Area
X
Funds
X
Funds Center
X
Funds reservation
X
General Ledger Account Goods recipient/ship-to party
X X
Grant
X
Joint Venture Partner
X
Network
X
Profit Center
X
Profitability Segment
X
Project
X
Qty./percent. mat. acct. assgt
X
Real Estate Management
X
Sales Order
X
Sales document schedule
X Page 27 of 46
Field Name
Mandatory Entry
Optional Entry
Dislay
Service/activity type
Hidden X
Unloading point
X
Acct. assignmt. cat. M Field Name
User action and values
Consumption posting Description
Ind. cust. w/o KD-CO
Distribution AA Changeable at IR Account modification
VKA
Partial Invoice ID.Account Assignment Screen
1
Special Stock
E
Goods receipt
X
GR non-valuated Invoice receipt
X
GR Ind. binding
X
Field Name
Mandatory Entry
Optional Entry
Dislay
Hidden
Asset
X
Asset Subnumber
X
Business Area
X
Business process
X
CO/PP Order
X
Commitment Item
X
Cost Center
X
Cost Object
X
Cost Type
X
Deletion indicator
X
Details account assgt. block
X
Functional Area
X
Funds
X
Funds Center
X
Funds reservation
X Page 28 of 46
Field Name
Mandatory Entry
General Ledger Account
X
Optional Entry
Goods recipient/ship-to party
Dislay
Hidden
X
Grant
X
Joint Venture Partner
X
Network
X
Profit Center
X
Profitability Segment
X
Project
X
Qty./percent. mat. acct. assgt
X
Real Estate Management Sales Order
X X
Sales document schedule
X
Service/activity type
X
Unloading point
X
Acct. assignmt. cat. N Field Name
User action and values
Consumption posting
V
Description
Network
Distribution
1
AA Changeable at IR
X
Account modification
VBR
Partial Invoice
2
ID.Account Assignment Screen
1
Special Stock Goods receipt
X
GR non-valuated Invoice receipt
X
GR Ind. Firm
Field Name
Mandatory Entry
Optional Entry
Dislay
Hidden
Asset
X
Asset Subnumber
X
Business Area
X
Business process
X
Page 29 of 46
Field Name
Mandatory Entry
Optional Entry
Dislay
Hidden
CO/PP Order
X
Commitment Item
X
Cost Center
X
Cost Object
X
Cost Type
X
Deletion indicator
X
Details account assgt. block
X
Functional Area
X
Funds
X
Funds Center
X
Funds reservation
X
General Ledger Account
X
Goods recipient/ship-to party
X
Grant
X
Joint Venture Partner
X
Network
X
Profit Center
X
Profitability Segment
X
Project
X
Qty./percent. mat. acct. assgt
X
Real Estate Management
X
Sales Order
X
Sales document schedule
X
Service/activity type
X
Unloading point
X
Acct. assignmt. cat. P Field Name
User action and values
Consumption posting
V
Description
Project
Distribution
1
AA Changeable at IR
X
Account modification
VBR
Partial Invoice
2
ID.Account Assignment Screen
1
Page 30 of 46
Field Name
User action and values
Special Stock Goods receipt
X
GR non-valuated Invoice receipt
X
GR Ind. Firm Field Name
Mandatory Entry
Optional Entry
Dislay
Hidden
Asset
X
Asset Subnumber
X
Business Area
X
Business process
X
CO/PP Order
X
Commitment Item
X
Cost Center
X
Cost Object
X
Cost Type
X
Deletion indicator
X
Details account assgt. block
X
Functional Area
X
Funds
X
Funds Center
X
Funds reservation
X
General Ledger Account Goods recipient/ship-to party
X X
Grant
X
Joint Venture Partner
X
Network
X
Profit Center
X
Profitability Segment
X
Project
X
Qty./percent. mat. acct. assgt
X
Real Estate Management
X
Sales Order
X
Sales document schedule
X
Service/activity type
X Page 31 of 46
Field Name
Mandatory Entry
Unloading point
Optional Entry
Dislay
Hidden
X
Acct. assignmt. cat. Q Field Name
User action and values
Consumption posting
P
Description
Proj. make-to-order
Distribution AA Changeable at IR Account modification
VBR
Partial Invoice ID.Account Assignment Screen
1
Special Stock
Q
Goods receipt
X
GR non-valuated Invoice receipt
X
GR Ind. binding
X
Field Name
Mandatory Entry
Optional Entry
Dislay
Hidden
Asset
X
Asset Subnumber
X
Business Area
X
Business process
X
CO/PP Order
X
Commitment Item
X
Cost Center
X
Cost Object
X
Cost Type
X
Deletion indicator
X
Details account assgt. block
X
Functional Area
X
Funds
X
Funds Center
X
Funds reservation
X
General Ledger Account Goods recipient/ship-to party
X X
Page 32 of 46
Field Name
Mandatory Entry
Optional Entry
Dislay
Hidden
Grant
X
Joint Venture Partner
X
Network
X
Profit Center
X
Profitability Segment
X
Project
X
Qty./percent. mat. acct. assgt
X
Real Estate Management
X
Sales Order
X
Sales document schedule
X
Service/activity type
X
Unloading point
X
Acct. assignmt. cat. T Field Name
User action and values
Acct.assignment changeable
X
Consumption posting
V
Description
All new aux.acc.ass.
Distribution
1
AA Changeable at IR
X
Account modification
VBR
Partial Invoice
2
ID.Account Assignment Screen
1
Special Stock Goods receipt
X
GR non-valuated Invoice receipt
X
GR Ind. Firm
Field Name
Mandatory Entry
Optional Entry
Dislay
Hidden
Asset
X
Asset Subnumber
X
Business Area
X
Business process
X
CO/PP Order
X
Commitment Item
X Page 33 of 46
Field Name
Mandatory Entry
Optional Entry
Cost Center
X
Cost Object
X
Dislay
Cost Type
Hidden
X
Deletion indicator
X
Details account assgt. block
X
Functional Area
X
Funds
X
Funds Center
X
Funds reservation
X
General Ledger Account
X
Goods recipient/ship-to party
X
Grant
X
Joint Venture Partner
X
Network
X
Profit Center
X
Profitability Segment
X
Project
X
Qty./percent. mat. acct. assgt
X
Real Estate Management
X
Sales Order
X
Sales document schedule
X
Service/activity type
X
Unloading point
X
Acct. assignmt. cat. U Field Name
User action and values
Acct.assignment changeable Consumption posting
U
Description
Unknown
Distribution AA Changeable at IR Account modification Partial Invoice ID.Account Assignment Screen
1
Special Stock Page 34 of 46
Field Name
User action and values
Goods receipt
X
GR non-valuated Invoice receipt
X
GR Ind. Firm Acct. assignmt. cat. X Field Name
User action and values
Acct.assignment changeable
X
Consumption posting
V
Description
All aux.acct.assgts.
Distribution
1
AA Changeable at IR
X
Account modification
VAX
Partial Invoice
2
ID.Account Assignment Screen
1
Special Stock Goods receipt
X
GR non-valuated Invoice receipt
X
GR Ind. Firm
Field Name
Mandatory Entry
Optional Entry
Hidden X
Asset Asset Subnumber
Dislay
X
Business Area
X
Business process
X
CO/PP Order
X
Commitment Item Cost Center
X X
Cost Object
X
Cost Type
X
Deletion indicator
X
Details account assgt. block
X
Functional Area
X
Funds
X
Funds Center
X Page 35 of 46
Field Name
Mandatory Entry
Optional Entry
Dislay
Funds reservation General Ledger Account
Hidden X
X
Goods recipient/ship-to party
X
Grant
X
Joint Venture Partner
X
Network
X
Profit Center
X
Profitability Segment
X
Project
X
Qty./percent. mat. acct. assgt
X
Real Estate Management
X
Sales Order
X
Sales document schedule
X
Service/activity type
X
Unloading point
X
2.10 Defining Permissible Partner Roles per Account Group 1. Access the activity using one of the following navigation options: IMG Menu
Materials Management Purchasing Partner DeterminationPartner Roles Define Permissible Partner Roles per Account Group
Transaction Code
SPRO
2. On the Change View “Permissible Partner Roles per Account Group”: Overview, choose New Entries. 3. On the New Entries: Overview of Added Entries screen, enter the values shown below. Function
Group
DP
YBAC
VN
YBAC
4. Save your settings. 5. Choose Back (F3) twice.
2.11 Defining Condition Type 1. Access the activity using one of the following navigation options: IMG Menu
Logistic General Agency Business Basic Settings Define Price Determination Process Define Condition Types Page 36 of 46
Transaction Code
SPRO
2. In the Choose Activity dialog box, choose Define Condition Type. 3. On the Change View “Conditions: Condition Types”: Overview screen, choose New Entries and make the following entries: Field Name
User action and values
Condition Type
NAVS
Description
Non-Deductable Tax
Access Sequence
0003
Condition Class
D
Calculat.type
B
Cond.category
D
Item Condition
Select
Delete
Select
Delete fr.DB
Do not delete (set the deletion flag only)
Exclusion
X - Gross Price
2.12 Taxes in Procurement 2.12.1
Setting Tax Indicator for Material
1. Access the activity using one of the following navigation options: SAP IMG Menu
Materials Management Purchasing Taxes Set Tax Indicator for Material
Transaction Code
SPRO
2. On the Change View “Determination of Tax Code: Maintain Material Indicator: Overview” screen, choose New entries. 3. On the “New Entries: Overview of Added Entries” screen, make the following entries. Dst. Country
Material
Description
GB
0
Material 0%
GB
1
Material 100%
GB
2
Material 50% exempt
4. Save your settings. 5. Choose Back (F3).
2.12.2
Setting Tax Indicator for Plant
1. Access the activity using one of the following navigation options: SAP IMG Menu
Materials Management Purchasing Taxes Set Tax Indicator for Plant Page 37 of 46
Transaction Code
SPRO
2. On the Change View “Determination of Tax Indicator: Maintain Plant Indicator: Overview” screen, choose New entries. 3. On the New Entries: Overview of Added Entries screen, make the following entries. Dst. Country
Plant Tax ID
Description
GB
0
Exempt
GB
1
Taxable
4. Save your settings. 5. Choose Back (F3).
2.12.3
Setting Tax Indicator for Account Assignment
1. Access the activity using one of the following navigation options: SAP IMG Menu
Materials Management Purchasing Taxes Set Tax Indicator for Account Assignment
Transaction Code
SPRO
2. On the Change View “Determine Tax Code: Maintain Account Assignment Indicator: Overview” screen, choose New entries. 3. On the “New Entries: Overview of Added Entries” screen, make the following entries: Dst. Country
Plant Tax ID
Description
GB
0
Exempt
GB
1
Taxable
4. Save your settings. 5. Choose Back (F3).
2.12.4
Assigning Tax Indicators for Plant
1. Access the activity using one of the following navigation options: IMG Menu
Materials Management Purchasing Taxes Assign Tax Indicators for Plants
Transaction Code
SPRO
2. On the Change View “Assignment of Tax Indicator to Plant”: Overview screen, make the following entries:
Plant
Plant Tax ID
Description
Plant_1 (1000)
1
taxable
Plant_2 (1100)
1
taxable
3. Save your settings. 4. Choose Back (F3)
2.12.5
Assigning Tax Indicators for Account Assignments
1. Access the activity using one of the following navigation options: IMG Menu
Materials Management Purchasing Taxes Assign Tax Indicators for Account Assignments Page 38 of 46
Transaction Code
SPRO
2. On the Change View “Assignment of Tax Indicator to Account Assignment Category”: Overview” screen, choose New Entries. 3. Make the following entries: A
M
DstC
AcAsg
GB
0
GB
0
4. Save your settings. 5. Choose Back (F3).
2.13 Checking Incoterms 1. Access the activity using one of the following navigation options: IMG Menu
Materials Management Purchasing Vendor Master Check Incoterms
Transaction Code
SPRO
2. Choose New Entries.
3. Make the following entries: IncoT
Description
Cty
AIR
Airborne Express
X
DHL
DHL Worldwide Express
X
EMY
Emery Worldwide
X
FED
Federal Express
X
UPS
United Parcel Service
X
RMP
Royal Mail Postal Service
X
4. Choose Save. 5. Choose Back.
2.14 Returns to Vendor 1. Access the activity using one of the following navigation options: IMG Menu
Materials Management Purchasing Purchase Order Returns Order Returns to Vendor
Transaction Code
SPRO
2. Choose New Entries. 3. Make the following entries: Cat
Type
SPlt
Del. Type Returns
F
NB
Plant_1 (1000)
RL
F
NB
Plant_2 (1100)
RL
F
UB
Plant_1 (1000)
Page 39 of 46
F
UB
Plant_2 (1100)
4. Choose Save. 5. Choose Back.
2.15 Vendor Evaluation 2.15.1
Defining Criteria
1. Access the activity using one of the following navigation options: IMG Menu
Materials Management Purchasing Vendor Evaluation Define Criteria
Transaction Code
SPRO
2. Choose New Entries. 3. Make the following entries: CR
Criterion
Short Text f. M.Crit
01
Price
PRICE
02
Quality
QUALIT
03
Delivery
DELIV
4. Choose Save. 5. Choose Back.
2.15.2
Defining Subcriteria
1. Access the activity using one of the following navigation options: IMG Menu
Materials Management Purchasing Vendor Evaluation Define Criteria
Transaction Code
SPRO
2. On the Change View “Main Criteria”: Overview screen, select the according previously created criteria “Price” and double-click the subcriteria folder. 3. Choose New Entries. 4. Make the following entries: CR
Criterion
Scoring Method
01
Price Level
4
02
Price Behavior
5
5. Choose Save. 6. On the Change View “Main Criteria”: Overview” screen, select the next criteria “Quality” and double-click the subcriteria folder. 7. Choose New Entries. 8. Make the following entries: CR
Criterion
Scoring Method
Page 40 of 46
01
GR Inspection
7
02
Rejection/Complaint
8
03
Audit
9
9. Choose Save. 10. On the Change View “Main Criteria”: Overview” screen, select the Delivery criteria and double-click the subcriteria folder. 11. Choose New Entries. 12. Make the following entries: CR
Criterion
Scoring Method
01
On-Time Delivery
3
02
Quantity Reliability
2
03
Shipping Instr.
6
04
Adher. to Conf. Date
B
13. Choose Back. 14. Choose Back.
2.15.3
Defining Scope of List
1. Access the activity using one of the following navigation options: IMG Menu
Materials Management Purchasing Vendor Evaluation Define Scope of List
Transaction Code
SPRO
2. On the Change View “Scope of List for Vendor Evaluation”: Overview screen, choose New Entries. 3. On the New Entries: Overview of Added Entries screen, enter the values as shown below. Field Name
User action and values
List scope
Y_CONSPR01
Description
Ranking list consumer products
4. Save your settings. 5. Choose Back (F3). 6. On the Change View “Scope of List for Vendor Evaluation”: Overview screen, double click the new entry Y_CONSPR01. 7. Enter the values shown below. Main Criterion
Sequence
01
1
02
2
03
3
8. Save your settings. 9. Choose Back (F3).
Page 41 of 46
2.15.4 Maintaining Purchasing Organization Data Purchasing Organization 1. Access the activity using one of the following navigation options: IMG Menu
Material Management Purchasing Vendor Evaluation Maintain Purchasing Organization Data
Transaction Code
SPRO
2. On the Change View "Purchasing organization”: Overview screen, choose Copy As… (F6) to copy the data record 0001 to MM01 Purchasing Org. MM01, and confirm the message by choosing Copy All. 3. Save your entries and go back to the IMG menu.
2.15.5 Maintaining Purchasing Organization Data - Main Criteria 1. Access the activity using one of the following navigation options: IMG Menu
Material Management Purchasing Vendor Evaluation Maintain Purchasing Organization Data
Transaction Code
SPRO
2. On the Change View "Purchasing organization”: Overview screen, choose Purchasing Org. MM01, and double-click the Main Criteria folder. 3. On the Change View “Main Criteria: Overview” screen, choose New Entries. 4. Make the following entries: CR
Manual maint.
Description
01
Do not select
Price
02
Do not select
Quality
03
Do not select
Delivery
05
Do not select
Service
5. Press Return and the criteria description will be posted from the system. 6. Choose Save. 7. Choose Back.
2.15.6 Maintaining Purchasing Organization Data – Subcriteria 1. Access the activity using one of the following navigation options: IMG Menu
IMG Material Management Purchasing Vendor Evaluation Maintain Purchasing Organization Data
Transaction Code
SPRO
2. On the Change View "Purchasing organization”: Overview screen, select Purchasing Org. MM01, and double-click Main Criteria folder. 3. The “Change View: Main criteria: Overview” screen appears. Select the previously defined main criteria 01 Price and double-click the Subcriteria folder. Choose New Entries and make the following entries: Subcrit.
Weighting
Manual maint.
Description
01
1
Do not select
Price Level Page 42 of 46
Subcrit.
Weighting
Manual maint.
Description
02
1
Do not select
Price Behavior
4. Choose Save. 5. On the “Change View: Main criteria: Overview” screen select the previously defined main criteria 02 Quality and double-click the Subcriteria folder. Choose New Entries and make the following entries: Subcrit.
Weighting
Manual maint.
Description
01
1
Do not select
GR Inspection
02
1
Do not select
Rejection/Complaint
03
1
Do not select
Audit
6. Choose Save. 7. On the “Change View: Main criteria: Overview” screen select the previously defined main criteria 03 Delivery and double-click the Subcriteria folder. Choose New Entries and make the following entries: Subcrit.
Weighting
Manual maint.
Description
01
1
Do not select
On-Time Delivery
02
1
Do not select
Quantity Reliability
03
1
Do not select
Shipping Instr.
04
1
Do not select
Adher. to Conf. Date
8. On the “Change View: Main criteria: Overview ” screen select the previously defined main criteria 05 Service and double-click the Subcriteria folder. Choose New Entries and make the following entries: Subcrit.
Weighting
Manual maint.
Description
01
1
Do not select
Quality of Service
02
1
Do not select
Service Timeliness
9. Choose Save. 10. Choose Back.
2.15.7 Maintaining Purchasing Organization Data – Weighting 1. Access the activity using one of the following navigation options: IMG Menu
Material Management Purchasing Vendor Evaluation Maintain Purchasing Organization Data
Transaction Code
SPRO
2. On the Change View "Purchasing organization”: Overview screen, select the Purchasing Org. MM01, and double-click the Weighting folder. 3. On the Change View "Weighting”: Overview screen, choose New Entries and make the following entries: Wgt. Key
Cr
Weighting
Criterion Description
01
01
1
Price
01
02
1
Quality
01
03
1
Delivery Page 43 of 46
Wgt. Key
Cr
Weighting
Criterion Description
01
05
1
Service
02
01
2
Price
02
02
1
Quality
02
03
2
Delivery
02
04
1
Service
02
05
1
Service
4. Choose Save. 5. Coose Back.
2.15.8 Maintaining Purchasing Organization Data - Points Scores for the Automatic Criteria 1. Access the activity using one of the following navigation options: IMG Menu
IMG Material Management Purchasing Vendor Evaluation Maintain Purchasing Organization Data
Transaction Code
SPRO
2. On the Change View "Purchasing organization”: Overview screen, select Purchasing Org. MM01, and doubleclick “Points Scores for the Automatic Criteria” folder. 3. On the Change View "Points Scores for the Automatic Criteria: Overview “screen, choose New Entries and make the following entries: Scoring Method
Percentage
2
Sco.
Description / Text
100
Qty. reliability
2
2,0
95
Qty. reliability
2
10,0
80
Qty. Reliability
2
15,0
60
Qty. Reliability
2
20,0
40
Qty. Reliability
2
30,0
10
Qty. Reliability
2
99,9
1
Qty. Reliability
2
-1,0
95
Qty. Reliability
2
-2,0
90
Qty. Reliability
2
-5,0
80
Qty. Reliability
2
-10,0
65
Qty. Reliability
2
-15,0
40
Qty. Reliability
2
-20,0
10
Qty. Reliability
2
-99,9
1
Qty. Reliability
100
On-time del.
3 3
1,0
90
On-time del.
3
2,0
95
On-time del.
3
10,0
80
On-time del.
3
20,0
60
On-time del. Page 44 of 46
Scoring Method
Percentage
3
30,0
40
On-time del.
3
40,0
20
On-time del.
3
50,0
5
On-time del.
3
99,9
1
On-time del.
3
-5,0
95
On-time del.
3
-10,0
65
On-time del.
3
-20,0
75
On-time del.
3
-30,0
60
On-time del.
3
-40,0
40
On-time del.
3
-50,0
20
On-time del.
3
-60,0
5
On-time del.
3
-99,9
1
On-time del.
40
Price level
4
Sco.
Description / Text
4
5,0
20
Price level
4
15,0
10
Price level
4
99,9
1
Price level
4
-5,0
50
Price level
4
-10,0
90
Price level
4
-20,0
95
Price level
4
-99,9
100
Price level
40
Price behavior
5 5
5,0
20
Price behavior
5
10,0
1
Price behavior
5
-5,0
50
Price behavior
5
-10,0
100
Price behavior
B
2,0
90
Adherence to confirmation date
B
5,0
75
Adherence to confirmation date
B
10,0
40
Adherence to confirmation date
B
30,0
25
Adherence to confirmation date
B
40,0
10
Adherence to confirmation date
B
50,0
1
Adherence to confirmation date
B
-2,0
90
Adherence to confirmation date
B
-5,0
70
Adherence to confirmation date
B
-10,0
40
Adherence to confirmation date
B
-20,0
10
Adherence to confirmation date
B
-50,0
1
Adherence to confirmation date
Page 45 of 46
4. Choose Save. 5. Choose Back.
2.15.9
Changing Period Split for Quantity Reliability
1. Access the activity using one of the following navigation options: IMG Menu
Logistics - General Logistics Information System (LIS) Logistics Data Warehouse Updating Updating Control Settings: Purchasing Change Period Split for Quantity Reliability
Transaction Code
SPRO
2. On the popup window Determine Work Area: Entry, enter the purchasing organization MM01. 3. On the Change View "Grid for Quantity Reliability”: Overview screen, choose New Entries and make the following entries: SqNo
Qty Var.
1
10-
2
5-
3
10
4
20
4. Choose Save. 5. Coose Back.
2.15.10 Changing Period Split for On-Time Delivery Performance 1. Access the activity using one of the following navigation options: IMG Menu
Logistics - General Logistics Information System (LIS) Logistics Data Warehouse Updating Updating Control Settings: Purchasing Change Period Split for On-Time Delivery Performance
Transaction Code
SPRO
4. On the popup window Determine Work Area: Entry, enter the purchasing organization MM01. 5. On the Change View "Grid with On-time delivery windows”: Overview screen, choose New Entries and make the following entries: SqNo
DelDateVar
1 2
3
4. Choose Save. 5. Coose Back.
Page 46 of 46
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