Control Copy No: TRF/P2P/1.2.3/01

Transcription

1 !"##!$ %TRF/P2P/1.2.3&''()'' End User Training Manual for SAP MM Material Management Process Name: Purchase Contract Process No: TRF/P2P/1.2.3 Control Copy No: TRF/P2P/1.2.3/01 Doc Version Description Prepared by Date Reviewed by Approved by 00 Draft Srinivas.T 25/12/2009

2 Enterprise Procurement to pay process in TRF has the following business processes. Sl. No. TRF Enterprise Process No. Process Name 1 TRF/P2P/1.1 PR processing 2 TRF/P2P/1.2.1 Procurement planning 3 TRF/P2P/1.2.2 RFQ & Comparison 4 TRF/P2P/1.2.3 Purchase Contract 5 TRF/P2P/1.2.4 Create PO 6 TRF/P2P/1.3 GRN 7 TRF/P2P/1.4 Storage Management 8 TRF/P2P/1.4.1 Inventory verification 9 TRF/P2P/1.5 Invoice Verification 10 TRF/P2P/1.6 Vendor Evaluation For each of the above processes, there are separate End User Training Manuals are available This document covers sl. No.4 of the above list, that is Purchase Contract This End User Training manual on Purchase Contract consists of the Following sequence of sub-processes as listed in the Table of contents (next page) Page 2 of 17

3 Purchase contract Overview & definition... 4 This below information is only for readable purpose and creating Contract is explained below using T code-me Creating a Contract Manually (Explanation) Creation of Purchase Contract W.R.T PR-ME31k in SAP Changing the contract-me32k Displaying the contrct-me33k Page 3 of 17

4 Definition In the MM Purchasing component, a contract is a type of outline purchase agreement against which release orders (releases) can be issued for agreed materials or services as and when required during a certain overall time-frame. (In the literature and in practice, similar concepts may also be referred to by a number of other terms, such as "systems contract", "blanket order agreement", "blanket contract", and "period contract".) Structure The contract consists of items defining the individual materials, material groups, or services with prices and in many cases quantities. An item is assigned to an item category, which defines the type of procurement (e.g. item category K for consignment, or L for subcontracting). An item of the procurement type "external service" contains a set of service specifications. Such specifications may be hierarchically structured. The summary view of such a hierarchical structure is termed an "outline", and the individual levels of the hierarchy are referred to as "outline levels". Quantities are specified in service lines. Services can be released (ordered, or called off against the contract) at item level or at the level of the service line. Costs can be apportioned among various Controlling objects via the account assignment. Release orders issued against the contract (see below) are logged in the release documentation. Contracts can take the following forms: Quantity contracts Use this type of contract if the total quantity to be ordered during the validity period of the contract is known in advance. The contract is regarded as fulfilled when release orders totalling a given quantity have been issued. Value contracts Use this type of contract if the total value of all release orders issued against the contract is not to exceed a certain predefined value. The contract is regarded as fulfilled when release orders totalling a given value have been issued. Page 4 of 17

5 You can also set up corporate buying contracts with your vendors. These are valid for all plants and company codes within a client. Over the contract validity period, certain quantities of the materials or services covered are released (called off) against the contract as and when required through the issue of purchase orders referencing the latter. Such purchase orders are thus termed "contract release orders" or simply "release orders". (Outside SAP, particularly in the UK; they may also be referred to as "call-off orders".)!" "#$#% & ' 1. Choose in easy access logistics-mm-purchasing- Outline agreement- Contract Create The initial screen appears. 2. Enter the necessary data. If you make any specifications under the group heading Default data, this data will appear as the default data in each item. In the Agreement type field, specify whether you are creating a quantity or value contract, for example. 3. Press ENTER. The header data screen appears. 4. Enter the contract validity period. Check the other fields on this screen and make any necessary changes (e.g. the terms of payment) and define the header conditions (Maintain Conditions) 5. Press ENTER. The item overview screen appears. 6. On this screen, enter the information for each item (material number, target quantity, price, receiving plant, or account assignment, etc.) using the same procedure as with purchase orders. Page 5 of 17

6 Material without a master record: leave the field for the material number empty and enter the following: Short description of the relevant material or service in the Short text field Material group to which the material belongs, in the Material group field Account assignment category you can enter u (unknown) or the category of an account assignment. The target quantity and the order unit 7. If you specify an account assignment category other than U (field A), you must enter the relevant account assignment data for the item. To do so, choose Item Account assignments (see also Account Assignment). 8. If necessary, review the details for each item. Select the item(s) to review. Then select Item Details 9. Enter the desired conditions. 10. Enter further text for the item if any additional instructions to the vendor or Goods Receiving are necessary. Choose Item 11. Texts Text overview. 12. Save the contract. 13. The contract is created in the SAP System. Page 6 of 17

7 "#$#% (#)#) %"*+, The contract is a binding commitment to procure a certain material or service from a vendor over a certain period of time. S.N0 Field name/activity Description EG: User action and values 1 vendor number Enter the vendor's number. 2 agreement type Choose an agreement type for the outline agreement you want to create. MK 3 agreement date Date the agreement was created purchase organization Entry of the responsible purchasing organization is mandatory purchase group Enter the key for the responsible purchasing group. 100 Page 7 of 17

8 Enter vendor number, agreement type, agreement date, purchase organization, purchase group & plant optional as per the requirement of TRF SBU. Note: Contract can also be created with reference to purchase requisition or directly. Click reference to Purchase requisition Here MK is the standard quantity contract Page 8 of 17

9 In Contract header data,enter Fields In header data Vaild start Vaild end Target value Payment terms Vendor quotation date & Other reference data. Enter validity end date and press enter, next screen appears as Page 9 of 17

10 Now select purchase requisition line and click adopt details as shown, all the details from PR will be copied into Contract next screen appears as In item Overview enter Material Number, Account assignment category, target quantity since we had selected agreement type as quantity contract Page 10 of 17

11 After entering all the data, press next screen appears as Note: Since we are creating contract with reference to PR, no need to enter all the data.pricing related conditions will be copied from preceding document. Page 11 of 17

12 Quantity contract is created with the number Page 12 of 17

13 "#$#% %$- Enter the contract number to be changed and click enter screen appears as next Page 13 of 17

14 Change the required fields as per TRF SBU requirement and save the document. "#$#%. %%- Enter the contract number to be displayed and click enter, next screen appears as Note: here we can only view the information Page 14 of 17

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