PROJECT A-SURE

User Training Manual

MATERIAL MANAGEMENT
CREATION OF PURCHASE REQUISITION FOR MAINTENANCE &
OPERATION (WITH REFERENCE TO MAINTENANCE OBJECT
TYPE)

CUSTOMER: PTCL
IMPLEMENTATION PARTNER: SIEMENS PAKISTAN

Date: 17 November, 2007
Author(s): Siemens Pakistan

 

 
 

Document Number
Document Number

Document Date

MM-PUR-001.02 Creating PR for M&O.doc/001

17 November, 2007

Version History
Version Number

Version Date
17 November,
2007

01 / 001

 
MM‐PUR‐001.02   Creating PR for 
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Summary of Changes
NA

Ref: Minutes of Review
NA

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TABLE OF CONTENTS
1.  LEGEND ..................................................................................................................... 6 
2.  TRANSACTION ACCESS PATH ............................................................................... 7 
2.1.  REQUIRED USER INPUT ......................................................................................................... 7 
2.2.  SAP SCREEN SNAP .............................................................................................................. 7 
2.3.  DESCRIPTION ........................................................................................................................ 7 

3.  PURCHASE REQUISITION CREATION SCREEN ................................................... 8 
3.1.  REQUIRED USER INPUT ......................................................................................................... 8 
3.2.  SAP SCREEN SNAP .............................................................................................................. 8 
3.3.  DESCRIPTION ........................................................................................................................ 8 

4.  DOCUMENT TYPE FOR PURCHASE REQUISITION ............................................ 10 
4.1.  REQUIRED USER INPUT ....................................................................................................... 10 
4.2.  SAP SCREEN SNAP ............................................................................................................ 10 
4.3.  DESCRIPTION ...................................................................................................................... 10 

5.  ACCOUNT ASSIGNMENT ....................................................................................... 12 
5.1.  REQUIRED USER INPUT ....................................................................................................... 12 
5.2.  SAP SCREEN SNAP ............................................................................................................ 12 
5.3.  DESCRIPTION ...................................................................................................................... 12 

6.  SHORT TEXT DESCRIPTION ................................................................................. 13 
6.1.  REQUIRED USER INPUT ....................................................................................................... 13 
6.2.  SAP SCREEN SNAP ............................................................................................................ 13 
6.3.  DESCRIPTION ...................................................................................................................... 13 

7.  QUANTITY ................................................................................................................ 14 
7.1.  REQUIRED USER INPUT ....................................................................................................... 14 
7.2.  SAP SCREEN SNAP ............................................................................................................ 14 
7.3.  DESCRIPTION ...................................................................................................................... 14 

 
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8.  UNIT OF MEASURE................................................................................................. 15 
8.1.  REQUIRED USER INPUT ....................................................................................................... 15 
8.2.  SAP SCREEN SNAP ............................................................................................................ 15 
8.3.  DESCRIPTION ...................................................................................................................... 15 

9.  PLANT ...................................................................................................................... 16 
9.1.  REQUIRED USER INPUT ....................................................................................................... 16 
9.2.  SAP SCREEN SNAP ............................................................................................................ 16 
9.3.  DESCRIPTION ...................................................................................................................... 16 

10.  MATERIAL GROUP ............................................................................................... 17 
10.1.  REQUIRED USER INPUT ..................................................................................................... 17 
10.2.  SAP SCREEN SNAP .......................................................................................................... 17 
10.3.  DESCRIPTION .................................................................................................................... 17 

11.  PURCHASING GROUP.......................................................................................... 18 
11.1.  REQUIRED USER INPUT ..................................................................................................... 18 
11.2.  SAP SCREEN SNAP .......................................................................................................... 18 
11.3.  DESCRIPTION .................................................................................................................... 18 

12.  ACCOUNT ASSIGNMENT: WBS ELEMENT ........................................................ 19 
12.1.  REQUIRED USER INPUT ..................................................................................................... 19 
12.2.  SAP SCREEN SNAP .......................................................................................................... 19 
12.3.  DESCRIPTION .................................................................................................................... 19 

13.  SEARCH: WBSE NUMBER ................................................................................... 20 
13.1.  REQUIRED USER INPUT ..................................................................................................... 20 
13.2.  SAP SCREEN SNAP .......................................................................................................... 20 
13.3.  DESCRIPTION .................................................................................................................... 20 

14.  LIST OF WBSE NUMBERS: MAINTENANCE HEADWISE ................................. 21 
14.1.  REQUIRED USER INPUT ..................................................................................................... 21 
14.2.  SAP SCREEN SNAP .......................................................................................................... 21 
 
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14.3.  DESCRIPTION .................................................................................................................... 21 

15.  WBS ELEMENT ..................................................................................................... 22 
15.1.  REQUIRED USER INPUT ..................................................................................................... 22 
15.2.  SAP SCREEN SNAP .......................................................................................................... 22 
15.3.  DESCRIPTION .................................................................................................................... 22 

16.  VALUATION PRICE ............................................................................................... 23 
16.1.  REQUIRED USER INPUT ..................................................................................................... 23 
16.2.  SAP SCREEN SNAP .......................................................................................................... 23 
16.3.  DESCRIPTION .................................................................................................................... 23 

17.  CHECK DOCUMENT ............................................................................................. 24 
17.1.  REQUIRED USER INPUT ..................................................................................................... 24 
17.2.  SAP SCREEN SNAP .......................................................................................................... 24 
17.3.  DESCRIPTION .................................................................................................................... 24 

18.  SAVE BUTTON ...................................................................................................... 25 
18.1.  REQUIRED USER INPUT ..................................................................................................... 25 
18.2.  SAP SCREEN SNAP .......................................................................................................... 25 
18.3.  DESCRIPTION .................................................................................................................... 25 

 
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1. Legend

ICONS

EXPLANATION
Create (F5)
Change (F6)
Display (F7)
Copy (Shift+F9)
Delimit (Shift+F1)
Delete (Shift+F2)
Overview (Shift+F8)
Cancel (F12)
Save (Ctrl+S)
Back (F3)
Exit (Shift+F3)
Cancel screen (F12)

EXAMPLES

EXPLANATION
The field is mandatory - it must be filled in order to proceed

 
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2. Transaction Access Path
2.1. Required User Input
Access the transaction screen.

2.2. SAP Screen Snap

2.3. Description
  
To create purchase Requisition you can use following transaction path from SAP Easy Access Menu:
Logistics --> Materials Management --> Purchasing --> Purchase Requisition --> Create (ME51N)
Alternatively, you can write the transaction code: ME51N in the command field directly.

 
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3. Purchase Requisition Creation Screen
3.1. Required User Input
Initial Screen of Purchase Requisition.

3.2. SAP Screen Snap

3.3. Description
  
This is the initial screen of Purchase Requisition. Here you will select the Requisition document type,
In PTCL Purchase requisition uses following document type relevant to category.
Development expenditure.
Customer terminal equipment
Admin capital expenditure

 
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Admin operating expenditure
Billing and computer expenditure

 
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4. Document Type for Purchase Requisition
4.1. Required User Input
Click on "ListBox" and select the Purchase Requisition Document type:
ZR01 PTCL PR Maint. & Ops.

4.2. SAP Screen Snap

4.3. Description
  
This is the initial screen of Purchase Requisition. Here you will select the Requisition document type,
In PTCL Purchase requisition uses following document type relevant to category.
Development expenditure.
Customer terminal equipment

 
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Admin capital expenditure
Admin operating expenditure
Billing and computer expenditure

 
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5. Account Assignment
5.1. Required User Input
Select account assignment 'P' from the drop down list OR
Type in manually.

5.2. SAP Screen Snap

5.3. Description
  
Select the Account assignment Category. If you know the category, you can type manually or
You can select from the list. Press F4 key, or click on the highlighted button to call the list.

 
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6. Short Text Description
6.1. Required User Input
Maintain 'short text' field

6.2. SAP Screen Snap

6.3. Description
  
The Short text field is used to record the Title Description of items which is to be purchased.

 
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7. Quantity
7.1. Required User Input
Maintain 'Quantity' field.

7.2. SAP Screen Snap

7.3. Description
  
Specifies the quantity to be purchased.

 
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8. Unit of Measure
8.1. Required User Input
Maintain 'Unit' field.

8.2. SAP Screen Snap

8.3. Description
  
Specifies the unit of measure in which the requested material is to be ordered. If you refer to an existing
material, the system uses the base unit of measure from the material master record.

 
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9. Plant
9.1. Required User Input
Maintain 'Plant' field.

9.2. SAP Screen Snap

9.3. Description
  
Select the Plant code. If you know your plant code, you can type manually.
You can select from the list. Press F4 key, or click on the highlighted button to call the list.

 
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10.

Material Group

10.1.

Required User Input

Click to find/search the Material group.
Double click to select the appropriate Material Group.

10.2.

SAP Screen Snap

10.3.

Description

  
Click to find/search the Material group. Enter the material group. A material group comprises several
materials having the same attributes.

 
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11.

Purchasing Group

11.1.

Required User Input

Go to Item level filed 'Purchasing Group' and
Enter manually or select from list a suitable purchasing group.

11.2.

SAP Screen Snap

11.3.

Description

  
Select purchasing group, who are responsible for purchasing activities. In PTCL different purchasing
group are responsible for certain purchasing.

 
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12.

Account Assignment: WBS Element

12.1.

Required User Input

Go to Item Detail tab - Account Assignment &
In field 'WBS Element', press 'F4' key to search for your WBSE number.

12.2.

SAP Screen Snap

12.3.

Description

  
The purchase requisition for Development Projects will be charged on the Work Breakdown Structure
Element (WBSE) numbers. These numbers are defined in similarity to your 'Estimate / Indent' numbers.
This can facilitate your search.

 
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13.

Search: WBSE Number

13.1.

Required User Input

Go to Search option tab 'WBS element: Project definition and description' &
Enter "88888*" then press Enter.

13.2.

SAP Screen Snap

13.3.

Description

  
In PTCL for phase A1, since NLM-PM is not going live completely therefore all maintenance cost is
configured to be charged upon project WBS Elements (as designed by NLM consultant and Functional
Coordinators). For this special WBSE numbers starting with '88888' are defined by NLM.
To search for your relevant maintenance cost object, maintain '88888' in WBSE field followed by the
asterisk sign i.e. ' * '

 
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14.

List of WBSE numbers: Maintenance Head wise

14.1.

Required User Input

Double click on suitable 'WBSE number' to copy it in Purchase Requisition Field.

14.2.

SAP Screen Snap

14.3.

Description

  
The complete list of all maintenance head wise WBSE numbers are displayed.

 
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15.

WBS element

15.1.

Required User Input

Note that your selected 'WBS Element' number is copied on the WBS Element field.

15.2.

SAP Screen Snap

15.3.

Description

  
Verify the selected WBS Element number.

 
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16.

Valuation Price

16.1.

Required User Input

Maintain field 'Valuation Price'.

16.2.

SAP Screen Snap

16.3.

Description

  
Enter the price of the requested material. The price and quantity set out in the purchase requisition
determine the value of the purchase requisition item.
If a material master record exists for the requested material, the price is automatically taken from the
valuation price field. If no material master record exists, you must enter a price when creating the
purchase requisition.

 
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17.

Check Document

17.1.

Required User Input

Click on the 'Check' button &
note the warning / error message (if any)

17.2.

SAP Screen Snap

17.3.

Description

  
Click the button to check the messages.
If purchase requisition has valid and there is no error then it shows 'OK' with Green lights. Other wise in
case of Caution/Warning it show Yellow lights. In both cases we can save purchase requisition. Only its
stopped in case of error and we can hold the requisition.

 
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18.

Save Button

18.1.

Required User Input

Click on 'Save' button &
Note the document number.

18.2.

SAP Screen Snap

18.3.

Description

  
When you complete the processing of Purchase Requisition then save the purchase requisition.
Saving the document generates a 10 digit number for this document which is displayed on the message
line.  

 
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