Title: File Name: Responsibility: MM1.6 Doc PIR MM Team I!

S"

Create Purchase Information Record Materials Management Purchasing

Solution/Release: Status: 4.6B #omplete

Process Description
$%en pu&c%asin' an item (&om a speci(ic )en*o& a Pu&c%ase In(o&mation Reco&* PIR" nee*s to be in place i( a p&ice is to be p&opose* in t%e pu&c%ase o&*e&. T%e&e(o&e +%en sou&cin' an item (&om a ne+ )en*o& t%e nee* to c&eate a PIR +ill e,ist. T%e PIR +ill also %ol* ot%e& &elational *ata &ele)ant to t%e mate&ial an* )en*o& (o& +%ic% it %as been c&eate*. T%is *ata +ill *e(ault into a pu&c%ase o&*e& +%ene)e& a PIR e,ists (o& a pa&ticula& pu&c%asin' &elations%ip. Pu&c%ase In(o&mation Reco&*s can su''est a numbe& o( )en*o&s to allo+ p&ice compa&ison +%en multiple sou&ces o( supply a&e a)ailable (o& a Mate&ial. -ac% PIR is up*ate* by t%e last p&ice pai* +%en in)oice p&ocessin' p&oce*u&es a&e complete* (o& a Mate&ial . /en*o&.

Contents
This document will take you through the process required to create a Purchase Information record (PIR) following the steps below.

Section

ontents

!.! !.# !.% !.& !.' !.)

Required "ields $ccessing the reate Info Record screen reating an Information Record hanging an Information Record (eleting an Information Record *isting Information Records

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Title: File Name: Responsibility: !.! MM1.6 Doc PIR MM Team I!S"

Create Purchase Information Record Materials Management Purchasing

Solution/Release: Status: 4.6B #omplete

Required "ields Field Value Comments Reco&* numbe& on (inance system o( t%e )en*o& Maste& &eco&* numbe& o( t%e mate&ial #o*e o( t%e business *e(ine* +it%in t%e S7P system 8NI/" #o*e o( t%e location *e(ine* +it%in t%e S7P system 8NI/" Stan*a&* is *e(ault Desc&iption o( pu&c%ase unit9 eac%9 bo, etc. 1 to 1 is assume* but must be c%an'e* (o& a p&ice *i)ision e' 1 bo, : 10 eac% Pu&c%asin' '&oup &esponsible (o& PIR Numbe& o( *ays e,pecte* bet+een *ate o( o&*e& an* *eli)e&y /7T co*e applicable to mate&ials use

Input - Required Fields /en*o& Mate&ial Pu&c%asin' 5&'ani6ation Plant In(o cate'o&y 5&*e& unit #on)e&sion (acto& Pu&c%asin' '&oup Planne* *eli)e&y time in *ays. Ta, #o*e

!.#

$ccessing the

reate Info record+ Initial Screen

To access t%e ;#&eate In(o Reco&*: Initial Sc&een; (ollo+ t%e S7P stan*a&* menu pat%: !o'istics < Mate&ials Mana'ement < Pu&c%asin' < Maste& Data < In(o Reco&* < #&eate 5& use t%e t&ansaction co*e M-11

!.%

reating an Information Record

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Title: File Name: Responsibility: MM1.6 Doc PIR MM Team I!S"

Create Purchase Information Record Materials Management Purchasing

Solution/Release: Status: 4.6B #omplete

-nte& *ata (&om t%e table belo+

Desc&iption Fiel* Name /en*o& Reco&* numbe& o( t%e )en*o& on t%e (inance system Maste& &eco&* numbe& o( t%e Mate&ial #o*e &ep&esentin' t%e 8ni)e&sity in t%e S7P System #o*e &ep&esentin' t%e 8ni)e&sity in t%e S7P System Type o( in(o&mation &eco&*

R/5/# R R

8se& 7ction an* /alues =ey in t%e &e>ui&e* *ata o& select (&om *&op *o+n list =ey in t%e &e>ui&e* *ata o& select (&om *&op *o+n list =ey in t%e &e>ui&e* *ata 8NI/

#omments

Mate&ial Pu&c%asin' 5&'ani6ation Plant In(o cate'o&y

R R

=ey in t%e &e>ui&e* *ata 8NI/ Set selection to Stan*a&*

o& ?ey @-nte&A to mo)e to t%e Create Info Record: General Data sc&een

5n t%e sc&een Create Purchasing Info Record: General Data9 ente& in(o&mation (&om t%e table belo+

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Title: File Name: Responsibility: MM1.6 Doc PIR MM Team I!S"

Create Purchase Information Record Materials Management Purchasing

Solution/Release: Status: 4.6B #omplete

Fiel* Name /en*o& mat.

Desc&iption -nte& t%e )en*o&s pa&t

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R/5/# 5

8se& 7ction an* /alues =ey in t%e &e>ui&e* *ata

/e&sion:

#omments -nt&ies may

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Title: File Name: Responsibility: No. MM1.6 Doc PIR MM Team I!S" numbe& (o& t%is mate&ial

Create Purchase Information Record Materials Management Purchasing

Solution/Release: Status: 4.6B #omplete *e(ault in (&om /en*o& maste& &eco&*. -nt&ies may *e(ault in (&om /en*o& maste& &eco&*. -nt&ies may *e(ault in (&om /en*o& maste& &eco&*.

Salespe&son

-nte& t%e name o( a speci(ic salespe&son at t%e )en*o& T%e )en*o&s telep%one numbe& T%e /en*o& maste& &eco&* numbe& o( t%e p&e)ious supplie& on t%e S7P system t%at supplie* t%is item. T%e o&*e& unit o( measu&e (o& t%is mate&ial +it% t%is )en*o&.

=ey in t%e &e>ui&e* *ata

Telep%one

=ey in t%e &e>ui&e* *ata

P&io& )en*o&

=ey in t%e &e>ui&e* *ata

5&*e& unit

->uals

/a&. o&*e& unit

T%e con)e&sion (acto& bet+een (i&stly t%e o&*e& unit an* secon*ly t%e base unit o( measu&e as ente&e* in t%e Mate&ial maste& &eco&* =ey to acti)ate t%e ability o( o&*e&in' +it% *i((e&in' o&*e& units

=ey in t%e &e>ui&e* *ata. I( t%e o&*e& unit is c%an'e* (&om t%at *e(aulte* (&om t%e mate&ial maste& &eco&* t%en t%e con)e&sion o( t%at unit +it% t%e p&e)ious +ill nee* to be &e)ie+e* in t%e ne,t (iel* @->ualsA. I( t%e o&*e& unit abo)e %as been c%an'e* t%en an initial 1 to 1 &elations%ip +ill be assume* +%ic% can no+ be alte&e* i( necessa&y Select (&om *&op *o+n list

-nt&ies may *e(ault in (&om Mate&ial maste& &eco&*

-nt&ies may *e(ault in (&om Mate&ial maste& &eco&*

5nce t%e abo)e *ata %as been ente&e* p&ess t%e Pu&c%. o&'. *ata 1 sc&een button to p&ocee* to t%e Create Purchasing Info Record: Purch Organization Data 1 sc&een.

5n t%e Create Purchasing Info Record: Purch Organization Data 1 sc&een ente& *ata (&om t%e table belo+

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Title: File Name: Responsibility: MM1.6 Doc PIR MM Team I!S"

Create Purchase Information Record Materials Management Purchasing

Solution/Release: Status: 4.6B #omplete

Fiel* Name Pln* *ely

Desc&iption Time in *ays it ta?es t%e

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R/5/# R

8se& 7ction an* /alues =ey in t%e &e>ui&e* *ata

/e&sion:

#omments

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Title: File Name: Responsibility: time MM1.6 Doc PIR MM Team I!S"

Create Purchase Information Record Materials Management Purchasing

Solution/Release: Status: 4.6B #omplete

)en*o& to supply t%e items. Minimum o( 1 *ay must be ente&e* Pu&c%asin' '&oup o( t%e t%ose &esponsible (o& maintainin' t%e PIR o& t%e mate&ial. Duantities o( t%e mate&ial no&mally pu&c%ase* (&om t%is )en*o& Smallest >uantity o( t%e mate&ial t%at can be pu&c%ase* (&om t%is )en*o&. In*icato& speci(yin' +%et%e& t%e PIR P5 te,t is to be copie* into t%e pu&c%asin' *ocument item instea* o( t%e P5 te,t t%at is sto&e* in t%e mate&ial maste& R =ey in t%e &e>ui&e* *ata -nt&ies may *e(ault in (&om Mate&ial maste& &eco&*

Pu&c%. C&oup

Stan*a&* >ty. Minimum >ty. No mat. T,t

=ey in t%e &e>ui&e* *ata

=ey in t%e &e>ui&e* *ata

Tic? t%e c%ec? bo, i( te,t %as been a**e* in t%e PIR to t%at al&ea*y *e(aulte* (&om t%e mate&ial maste&

CREbase* I/ Ta, co*e Net P&ice Dty. con)e&sion T%e *e(ault ta, co*e to be use* (o& t%is )en*o&/mate&ial &elations%ip. Net p&ice o( t%e mate&ial (&om t%is )en*o&. -,clusi)e o( /7T T%e con)e&sion (acto& bet+een (i&stly t%e o&*e& unit an* secon*ly t%e base unit o( measu&e as ente&e* in t%e Mate&ial maste& &eco&*

R R 5 R

!ea)e c%ec? bo, blan? Select/=ey in t%e &e>ui&e* *ata =ey in t%e &e>ui&e* *ata I( t%e o&*e& unit %as been c%an'e* t%en an initial 1 to 1 &elation s%ip +ill be assume* +%ic% can no+ be alte&e* i( necessa&y !ea)e c%ec? bo, blan?

No cas% *isc9

7**itional *ata may be &e>ui&e* be(o&e sa)in' a ne+ &eco&* #lic? on t%e T-FTS sc&een button to 'o to t%e Create Info Record: Text Overview sc&een

5n t%e sc&een #&eate Pu&c%asin' In(o Reco&*: Te,t 5)e&)ie+ ente& in(o&mation (&om t%e table belo+

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Title: File Name: Responsibility: MM1.6 Doc PIR MM Team I!S"

Create Purchase Information Record Materials Management Purchasing

Solution/Release: Status: 4.6B #omplete

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Title: File Name: Responsibility: MM1.6 Doc PIR MM Team I!S"

Create Purchase Information Record Materials Management Purchasing

Solution/Release: Status: 4.6B #omplete

Fiel* Name In(o &eco&* note Pu&c%ase o&*e& te,t

Desc&iption Te,t (iel* to contain notes &ele)ant to t%e PIR. Not p&intable on pu&c%ase o&*e&. Te,t (iel* t%at contains t%e *esc&iption o( t%e mate&ial as *esc&ibe* on t%e P5 +%en t%is PIR is use*. T%is te,t a&ea is also +%e&e a**itional te,t can be a**e* &elatin' to t%e supplie& suc% as cont&act numbe&9 p&ice o& a**itional *esc&ipti)e te,t

R/5/# 5

8se& 7ction an* /alues =ey in t%e &e>ui&e* *ata

#omments

=ey in t%e &e>ui&e* *ata

Initially *e(aults in (&om t%e Mate&ial Maste& but may be alte&e*. To in)o?e t%e use o( t%is *esc&iption select t%e @No mat t,t.A In*icato& on t%e Pu&c%. 5&'. Data 1 sc&een.

Sa)e t%e PIR &eco&* an* note a numbe& +ill be *isplaye* in messa'e ban* at bottom o( sc&een !.& hanging an Information Record To access t%e #%an'e In(o Reco&* t&ansaction (ollo+ t%e S7P stan*a&* menu pat%: !o'istics < Mate&ials Mana'ement < Pu&c%asin' < Maste& Data < In(o Reco&* < #%an'e
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Title: File Name: Responsibility: MM1.6 Doc PIR MM Team I!S"

Create Purchase Information Record Materials Management Purchasing

Solution/Release: Status: 4.6B #omplete

5& use t%e t&ansaction co*e M-10 To select the PIR eit%e& ?ey in t%e &eco&* numbe& o& =ey in t%e /en*o& co*e an* mate&ial co*e o& ?ey @-nte&A to access t%e General Data Screen F&om t%is sc&een use sc&een buttons Pu&c% o&' *ata #on*itions Te,ts to mo)e to all ot%e& sc&eens Data can be c%an'e* on any sc&een by o)e& typin' To change a price select t%e con*itions sc&een an* in a pop up sc&een select t%e N-$ /7!IDITI P-RI5D sc&een button

ente& a ne+ time pe&io* an* t%e ne+ p&ice Sa)e t%e c%an'e* PIR !.' (eleting an Information record To access t%e #%an'e In(o Reco&* t&ansaction; (ollo+ t%e S7P stan*a&* menu pat%: !o'istics < Mate&ials Mana'ement < Pu&c%asin' < Maste& Data < In(o Reco&* < Fla' (o& Deletion
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Title: File Name: Responsibility: MM1.6 Doc PIR MM Team I!S"

Create Purchase Information Record Materials Management Purchasing

Solution/Release: Status: 4.6B #omplete

5& use t%e t&ansaction co*e M-12 To select the PIR eit%e& ?ey in t%e &eco&* numbe& o& =ey in t%e /en*o& co*e an* mate&ial co*e o& ?ey @-nte&A to access t%e lag Info Record for Deletion Initial Screen #%ec? t%at t%e co&&ect &eco&* %as been selecte* Set t%e *eletion (la' c%ec? bo, (o& #omplete in(o &eco&* an* sa)e t%e alte&ation

Note messa'e ban* at bottom o( sc&een con(i&min' PIR %as been c%an'e*

!.)

*isting Information records To access t%e #%an'e In(o Reco&* t&ansaction (ollo+ t%e S7P stan*a&* menu pat%: !o'istics < Mate&ials Mana'ement < Pu&c%asin' < Maste& Data < In(o Reco&* < !ist Displays < by /en*o& t&ansaction M-1!

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Title: File Name: Responsibility: MM1.6 Doc PIR MM Team I!S" o& by Mate&ial

Create Purchase Information Record Materials Management Purchasing

Solution/Release: Status: t&ansaction M-1M 4.6B #omplete

-nte& *ata into any combination o( sea&c% (iel*s 8se t%e e,ecute sc&een icon o & ?ey FG to )ie+ a *isplay o( PIR;s t%at meet t%e sea&c% c&ite&ia T%e *&ill *o+n (acility is a)ailable to see any selecte* line item in t%e list *isplaye*

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