Beruflich Dokumente
Kultur Dokumente
November , 2000
Schedule
Schedule
General Concepts
l The Purchasing Info Record belongs to the master data for purchasing. It holds information for a specific . material and vendor combination Info records allow the definition and maintenance of:
n n n n
Data maintained in info records appears as default values in purchasing documents (e.g., purchase orders, contracts) during creation.
USD
Info record Vendor A Info record
Material
Stock material M1
Info record
Consumable material M2 Info record
Vendor B
Info record
Service S1
Control data
Delivery time Minimum quantity Tolerances
Texts
Purchase order text Info record note
Statistics
Price history Ordering statistics Change history
Pricing Conditions
Unit Price $6.25/Box Freight 2% Discount 4% Last PO #4500006398
Pricing Conditions
Unit Price $6.00/Box Freight 2% Discount 5% Last PO #4500019324
The R/3 System will search for an info record for a purchasing organization and plant combination first. If one does not exist, it will look for an info record for a purchasing organization only.
Purchase Order
or
10 20 30
or
Outline Agreement
10 20 30
Manual
or
20
30
Vendor #1234
Info record
Vendor: 1234 Material: Bolt A21 Purch Org: 3000 Pricing Conditions
Unit Price $6.25/Box Freight 2% Discount 4% Last PO #4500006398
Info records can be automatically created or updated from a quotation, purchase order, or outline agreement. They can also be manually created and maintained.
When info records are updated by purchase orders the last purchase order , rather than conditions , is marked in the info record
On the other hand - if the info record does not contain conditions that have been entered manually - the price of the purchase order item is determined from the previous purchase order Data maintained in info records is displayed as default values when you create purchasing documents An info record can be valid for only one plant or for all plants belonging to a purchasing organization
40 minutes
Schedule
Info records
Contracts Quotations
Conditions
Code Description PB00 FRA1 RA00 ZOB1 Gross Price Freight Discount on Net Customs $/Unit Amount $10.00 5.0% 8.0% $3.00
n n
n
Purchase orders
Conditions
Conditions
Prices
Discounts/ surcharges
Freight Discount Customs Duty 2% 4% 5%
Price/Uom
Condition Type
Condition Type
l Condition types are pricing factors that are used to enter pricing in purchasing documents. Common condition types include:
n n n n
Companies can define their own condition types to satisfy business requirements.
Pricing
Pricing procedure
Condition type
Gross price Discount % Net price: Fixed freight charge + Effective price:
Master Conditions
l l Master conditions are a central repository of pricing for purchase orders. Master conditions can be used in three ways:
n
Master conditions in a contract (also known as blanket Contract: order or outline agreement) apply to all release orders issued against the contract. Info Record: Master conditions in an info record apply to all purchase orders for the specific material and vendor combination contained in the info record.
Extended Conditions: : These master conditions apply when specific criteria are met in a purchase order.
Master Conditions
Quotation
Purchase
Order
Conditions
Code Description PB00 FRA1 RA00 Gross Price Freight Discount on Net Amount $10.00 5.0% 8.0% $3.00
Info Records
Extended Conditions
l
Extended conditions are a flexible way of setting vendor pricing. They will be included in the price calculation of a purchase order if the PO meets certain criteria. Extended conditions are more flexible than master conditions in contracts or info records, because you can define the criteria that must be met before they are applied.
n
Example: Vendor 123 offers a 10% discount for all materials purchased during the month of May.
Extended conditions can be established for vendor, vendor sub-range, condition group, material type, incoterms, or invoicing party.
SAP AG
30 minutes
Schedule
General Concept
l Source lists specify the sources of supply for a material within a plant over set periods of time. l Source lists can be maintained:
n n n n n
Manually From an existing source list From an outline agreement From a purchasing information record Automatically
l Sources can be marked fixed, preferred, or blocked (temporarily or permanently) during source list maintenance.
Source List
01/01/96 - 06/30/96
07/01/96 - 12/31/96
Source list
Vendor 1 Vendor 2 Vendor 3 allowed allowed allowed Vendor 1 fixed
Source list
Purchase Requisition
Material Vendor WIRE-01 A1500-01
Material Record
Material Plant WIRE-01 3000
Vendor
x Source list
u
If the Source list flag is set in the material master, purchasing cannot occur until a source list exists for the material. Setting the Source list flag during configuration for an entire plant requires that source lists exist for all materials of that plant before purchasing can occur.
Outline Agreement
Info Record
Automatic
u u
Source list
u u
Source lists display: Material Plant Specific vendor, outline agreement, or plant Validity periods
Default source of supply in requisition via source determination Check in purchase order + requisition for admissibility
Andersen Consulting 2000
Outline Agreement
Material Vendor WIRE-01 A1500-01
Source list
Source lists can easily be maintained while maintaining info records and/or outline agreements.
Info Record
Material Vendor WIRE-01 A1500-01
Source list
Outline Agreement
Material Vendor WIRE-01 A1500-01
u Source lists can be created or updated automatically by selecting specified ranges of info records and outline agreements.
u Running a simulation allows the user to review the expected results before making an actual update to source list records.
u Original source list statuses can be restored even after an update.
requisition
The source list is used not only for the purpose of source determination but also to check the admissibility of possible sources A source determination process can also be carried out for materials that do not have a master record
30 minutes
Schedule
Congratulations !
Andersen Consulting 2000