TSCM50 2 EN Col15 ILT FV Show PDF

TSCM50
SAP ERP Procurement

Academy I
Publication ID:
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Course Overview
Unit 1: Sources of Supply and Conditions
Unit 2: Source Determination
Unit 3: Optimized Purchasing
Unit 4: Document Release Procedure
Unit 5: Specific Procurement Processes
Unit 6: Invoice Entry
Unit 7: Variances and Invoice Blocks
Unit 8: Subsequent Debit/Credit, Delivery Costs, Credit Memos
Unit 9: Automated processes in Invoice Verification
Unit 10: GR/IR Account Maintenance

Unit 1: Sources of Supply and Conditions
Lesson 1: Creating Purchasing Info Records
Lesson 2: Creating Special Info Records
Lesson 3: Using Special Functions in Info Records
Lesson 4: Creating Central Contracts
Lesson 5: Creating Scheduling Agreements Without Release Documentation
Lesson 6: Creating Scheduling Agreements with Release Documentation

TSCM50 Unit 1 Lesson 1
Lesson 1: Creating Purchasing Info Records
Lesson Objectives
After completing this lesson, you will be able to:
● Create organizational levels of purchasing info records

Lesson Agenda
Learn About:
● Overview of Sources of Supply
● Purchasing Info Record Data
● Purchasing Info Record Structure
● Purchase Order Default Price
Watch:
● How to Create and Maintain Info Records
Do:
● Create a Purchasing Info Record
● Create Texts in Info Records

TSCM50 Figure 1: Sources of Supply Overview Unit 1 Lesson 1
TSCM50 Figure 2: Purchasing Info Record Unit 1 Lesson 1
TSCM50 Figure 3: Purchasing Info Record Structure Unit 1 Lesson 1
TSCM50 Figure 4: Default Price from Info Record Unit 1 Lesson 1
TSCM50
Summary
You should now be able to:
● Create organizational levels of purchasing info records

Lesson 2: Creating Special Info Records
Lesson Objectives
● Create special types of info records

Lesson Agenda
Learn About:
● Special Types of Purchasing Info Records
Watch:
● How to Create Info Records for Material Groups
Do:
● Create Info Records for Material Groups
● Create a Purchase Order

TSCM50 Figure 5: Info Record for Material Group Unit 1 Lesson 2
TSCM50
Summary
● Create special types of info records

Lesson 3: Using Special Functions in Info Records
Lesson Objectives
● Use buyer negotiation sheets to carry out price changes

Lesson Agenda
Learn About:
● Buyer Negotiation Sheet
● Price Changes
● Analysis of Purchasing Info Records
Learn:
● To Use the Buyer's Negotiation Sheet
● To Perform Price Changes
Watch:
● How to Perform Price Changes for Info Records
Lesson Agenda
Do:
● Analyze the Buyer Negotiation Sheet
● Perform Price Changes

TSCM50 Figure 6: Price Change in Info Record Unit 1 Lesson 3
TSCM50
Summary
● Use buyer negotiation sheets to carry out price changes

Lesson 4: Creating Central Contracts
Lesson Objectives
● Create central contracts

Lesson Agenda
Learn About:
● Overview of Outline Agreements
● Contracts Usage
● Contract Types
● Centrally Agreed Contracts
● Contract Monitoring
Watch:
● How to Create a Centrally Agreed Contract
Do:
● Create a Centrally Agreed Contract and Issue Release Orders
TSCM50 Figure 7: Outline Purchase Agreements Overview Unit 1 Lesson 4
TSCM50 Figure 8: Working with Contracts Unit 1 Lesson 4
TSCM50 Figure 9: Contract Release Documentation Unit 1 Lesson 4
TSCM50 Figure 10: Contract Types Unit 1 Lesson 4
TSCM50 Figure 11: Items of Centrally Agreed and Plant Unit 1 Lesson 4
Contracts
TSCM50 Figure 12: Plant Conditions in Centrally Agreed Unit 1 Lesson 4
Contracts
TSCM50 Figure 13: Selection Parameters Unit 1 Lesson 4
TSCM50
Summary
● Create central contracts

Lesson 5: Creating Scheduling Agreements Without Release

Documentation
Lesson Objectives
● Create and maintain scheduling agreements without release documentation

Lesson Agenda
Learn About:
● Scheduling Agreements Usage
● Automatic Scheduling Agreement Schedule Lines
● Scheduling Agreement Types Without Release Documentation
Watch:
● How to Create Scheduling Agreement and Maintain Delivery Schedule
Do:
● Create Scheduling Agreement Without Release Documentation
TSCM50 Figure 14: Working with Scheduling Agreements Unit 1 Lesson 5
TSCM50 Figure 15: Automatic Scheduling Agreement Unit 1 Lesson 5
Schedule Lines
TSCM50 Figure 16: Scheduling Agreement Without Unit 1 Lesson 5
Release Documentation
TSCM50
Summary
● Create and maintain scheduling agreements without release documentation

Lesson 6: Creating Scheduling Agreements with Release

Documentation
Lesson Objectives
● Create scheduling agreements with release documentation

Lesson Agenda
Learn About:
● Scheduling Agreement Types with Release Documentation
● Scheduling Agreement Releases
● Scheduling Agreement Releases Archiving
● Control Data for Scheduling Agreements
● Scheduling Agreement Options
Watch:
● How to Create a Scheduling Agreement and Maintain Delivery Schedules
Do:
● Create Scheduling Agreement with Release Documentation
TSCM50 Figure 17: Scheduling Agreements with Release Unit 1 Lesson 6
Documentation
TSCM50 Figure 18: Scheduling Agreement with Forecast Unit 1 Lesson 6
Delivery Schedule
TSCM50 Figure 19: Scheduling Agreement with Forecast Unit 1 Lesson 6
and JIT Delivery Schedules
TSCM50 Figure 20: Control Data for Scheduling Unit 1 Lesson 6
Agreements
TSCM50 Figure 21: Aggregation with the Release Creation Unit 1 Lesson 6
Profile
TSCM50 Figure 22: Tolerance Limits for Scheduling Unit 1 Lesson 6
Agreement Items
TSCM50 Figure 23: Firm and Trade-Off Zones Unit 1 Lesson 6
TSCM50
Summary
● Create scheduling agreements with release documentation

Unit 2: Source Determination
Lesson 1: Controlling Source Determination with Source Lists
Lesson 2: Maintaining Source Lists
Lesson 3: Controlling Source Determination with Quota Arrangements
Lesson 4: Executing the Planning Run with Quota Arrangements
Lesson 5: Identifying Additional Aspects of Source Determination
Lesson 6: Blocking Sources of Supply
Lesson 7: Creating Purchase Orders with Source Determination

Lesson 1: Controlling Source Determination with Source Lists
Lesson Objectives
● Create source lists

Lesson Agenda
Learn About:
● Source Determination
● Source List Functions
● Source List Requirement
Watch:
● How to Use Source Determination Without Source List
● How to Use Source Determination with Source List
Do:
● Create Purchase Requisitions Without Source List
● Create Purchase Requisitions with Source List

TSCM50 Figure 24: Overview of Supply Source Unit 2 Lesson 1
Determination
TSCM50 Figure 25: Source List Unit 2 Lesson 1
TSCM50 Figure 26: Source List Requirement (Material Unit 2 Lesson 1
Related)
TSCM50 Figure 27: Source List Requirement (Plant Unit 2 Lesson 1
Related)
TSCM50
Summary
● Create source lists

Lesson 2: Maintaining Source Lists
Lesson Objectives
● Use the source list in the planning run

Lesson Agenda
Learn About:
● Source List Maintenance
● Source List Records for Material Group Contracts
Watch:
● How to Use Source Lists in the Planning Run
Do:
● Create Purchase Requisitions in the Planning Run
TSCM50 Figure 28: Source List Maintenance Unit 2 Lesson 2
TSCM50 Figure 29: Source List Records for Material Group Unit 2 Lesson 2
Contracts
TSCM50
Summary
● Use the source list in the planning run

Lesson 3: Controlling Source Determination with Quota

Arrangements
Lesson Objectives
● Create and maintain quota arrangements

Lesson Agenda
Learn About:
● Quota Arrangement Functions
● Quota Arrangement Usage
● Quota Arrangement Maintenance
● Operation Mode for Quota Arrangements
Watch:
● How to Use Quota Arrangements in Source Determination
Do:
● Examine Source Determination with Quota Arrangements
TSCM50 Figure 30: Quota Arrangement Usage Unit 2 Lesson 3
TSCM50 Figure 31: Quota Arrangement Unit 2 Lesson 3
TSCM50 Figure 32: Source Determination Unit 2 Lesson 3
TSCM50
Summary
● Create and maintain quota arrangements

Lesson 4: Executing the Planning Run with Quota

Arrangements
Lesson Objectives
● Create purchase requisitions in the planning run

Lesson Agenda
Learn About:
● Quota Arrangements in Material Requirements Planning
● Quota Arrangements in Invoice Verification
Watch:
● How to Use Quota Arrangements in the Planning Run
● How to Use Quota Arrangements for Stock Transfers
Do:
● Examine Source Determination with Quota Arrangements in the Planning Run
● Examine Stock Transfer with Quota Arrangement

TSCM50 Figure 33: Requirement Splitting Unit 2 Lesson 4
TSCM50 Figure 34: Lot Sizes with Splitting Quota Unit 2 Lesson 4
TSCM50 Figure 35: Maximum Quantity Without Splitting Unit 2 Lesson 4
Quota
TSCM50 Figure 36: Update of Quota Arrangements Unit 2 Lesson 4
Through Invoices
TSCM50
Summary
● Create purchase requisitions in the planning run

Lesson 5: Identifying Additional Aspects of Source

Determination
Lesson Objectives
● Identify priorities in source determination

Lesson Agenda
Learn About:
● Source Determination in the Planning Run
● Source Determination Outside the Planning Run
● Regular Vendor
Watch:
● How to Reproduce Source Determination in Different Situations
Do:
● Define Priorities in Source Determination
TSCM50 Figure 37: Source Determination in the Planning Unit 2 Lesson 5
Run
TSCM50 Figure 38: Automatic Source Determination Unit 2 Lesson 5
TSCM50 Figure 39: Regular Vendor Unit 2 Lesson 5
TSCM50
Summary
● Identify priorities in source determination

Lesson 6: Blocking Sources of Supply
Lesson Objectives
● Block sources of supply

Lesson Agenda
Learn About:
● Blocking of Sources of Supply
Watch:
● How to Block Sources of Supply
Do:
● Block Sources of Supply
TSCM50 Figure 40: Blocking Vendors Unit 2 Lesson 6
TSCM50 Figure 41: Blocking Sources of Supply in Source Unit 2 Lesson 6
List
TSCM50
Summary
● Block sources of supply

Lesson 7: Creating Purchase Orders with Source Determination
Lesson Objectives
● Use source determination in purchase orders

Lesson Agenda
Learn About:
● Functions of Source Determination
● Source Determination in Purchase Orders
● Procurement with Catalog
● External Sourcing
Do:
● Create Purchase Orders with Source Determination
TSCM50 Figure 42: Source Determination for Material Unit 2 Lesson 7
Group
TSCM50 Figure 43: Create Purchase Order with Source Unit 2 Lesson 7
Determination
TSCM50 Figure 44: Procurement in ERP with Catalog Unit 2 Lesson 7
TSCM50 Figure 45: External Sourcing Unit 2 Lesson 7
TSCM50
Summary
● Use source determination in purchase orders

Unit 3: Optimized Purchasing
Lesson 1: Processing Unassigned Purchase Requisitions
Lesson 2: Processing Assigned Purchase Requisitions
Lesson 3: Monitoring Purchase Orders

Lesson 1: Processing Unassigned Purchase Requisitions
Lesson Objectives
● Assign and process purchase requisitions

Lesson Agenda
Learn About:
● Purchase Requisition Assignment and Processing
Watch:
● How to Assign and Process Purchase Requisitions
Do:
● Assign and Process Purchase Requisitions
TSCM50 Figure 46: Assigning and Processing Purchase Unit 3 Lesson 1
Requisitions
TSCM50 Figure 47: Assign and Process Enjoy Purchase Unit 3 Lesson 1
Requisitions
TSCM50
Summary
● Assign and process purchase requisitions

Lesson 2: Processing Assigned Purchase Requisitions
Lesson Objectives
● Process open purchase requisitions

Lesson Agenda
Learn About:
● Conversion of Requisitions into Purchase Orders
● Assignment List
● Document Overview
● Automatic Generation of Purchase Orders
Learn:
● To Generate Purchase Orders Automatically
Watch:
● How to Use the Assignment List
Lesson Agenda
Do:
● Process Assigned Purchase Requisitions
● Create Purchase Orders Automatically

TSCM50 Figure 48: Collective Transactions for Converting Unit 3 Lesson 2
Requisitions
TSCM50 Figure 49: Creating Follow-On Documents Using Unit 3 Lesson 2
an Assignment List
TSCM50 Figure 50: Document Overview as Alternative to Unit 3 Lesson 2
Assignment List
TSCM50 Figure 51: Automatic Generation of Purchase Unit 3 Lesson 2
Orders
TSCM50
Summary
● Process open purchase requisitions

Lesson 3: Monitoring Purchase Orders
Lesson Objectives
● Monitor order confirmations and deliveries

Lesson Agenda
Learn About:
● Order Confirmation Monitoring
● Order Acknowledgment Expediters Generation
● Delivery Expediters and Reminders
● Confirmation Control Keys
Watch:
● How to Monitor Order Confirmations and Deliveries
Do:
● Perform Order Monitoring
TSCM50 Figure 52: Confirmations in the Purchasing Unit 3 Lesson 3
Process
You can preset the order acknowledgment indicator as follows,

if you want it to be generally proposed as a default:
● In the purchasing data of the vendor master record
● In the purchasing info record
● Using the user parameter EVO
● In the personal settings for EnjoySAP transaction ME21N
You have the following options for entering the confirmation:

● Enter the confirmation in the purchasing document.
● Generate an independent document – an inbound delivery.
● Have the confirmation transmitted electronically by the vendor. If the vendor
rejects the purchase order, the rejection indicator and the deletion indicator are set
in the purchase order item.
To send reminders for due and overdue orders, scheduling

agreement schedule lines, and request for quotations (RFQs),
you must satisfy the following prerequisites:
● You enter one or more reminder levels (reminder periods) in the document item.
● The document has been output.
● You have set the message determination for delivery expediter.
● Message records for the delivery expediter are present in the master data of
Purchasing.
TSCM50 Figure 53: Defining Confirmation Control Keys Unit 3 Lesson 3
TSCM50 Figure 54: Confirmation Sequence Unit 3 Lesson 3
TSCM50
Summary
● Monitor order confirmations and deliveries

Unit 4: Document Release Procedure
Lesson 1: Releasing Purchasing Documents
Lesson 2: Converting Released Purchase Requisitions
Lesson 3: Configuring Release Procedures in Customizing
Lesson 4: Creating Release Procedures

Lesson 1: Releasing Purchasing Documents
Lesson Objectives
● Release blocked purchasing documents

Lesson Agenda
Learn About:
● Blocked Purchasing Documents Release
● Release Procedure for Purchase Requisitions
Watch:
● How to Release Purchase Requisitions
Do:
● Release Purchase Requisitions
TSCM50 Figure 55: Purchase Requisition Release Unit 4 Lesson 1
TSCM50 Figure 56: Overall and Item-Wise Release of Unit 4 Lesson 1
Purchase Requisitions
TSCM50 Figure 57: Release Options for Blocked Purchase Unit 4 Lesson 1
Requisitions
TSCM50
Summary
● Release blocked purchasing documents

Lesson 2: Converting Released Purchase Requisitions
Lesson Objectives
● Convert released purchase requisitions into purchase orders

Lesson Agenda
Learn About:
● Release Procedure for Purchasing Documents
● Key Terms for Release Procedures
Watch:
● How to Convert Released Purchase Requisitions into Purchase Orders
Do:
● Create and Release Purchase Orders
TSCM50 Figure 58: Key Terms Unit 4 Lesson 2
TSCM50
Summary
● Convert released purchase requisitions into purchase orders

Lesson 3: Configuring Release Procedures in Customizing
Lesson Objectives
● Check Customizing settings for release procedures

Lesson Agenda
Learn About:
● Release Procedure Customizing
● Characteristic and Class Creation
Watch:
● How to Set up Release Procedures for Purchase Requisitions
Do:
● Check Settings for Release Procedures
You can specify the following types of release procedures in

Customizing for purchase requisitions:
● Procedures without classification
● Procedures with classification
TSCM50 Figure 59: Definition of Release Criteria Unit 4 Lesson 3
TSCM50 Figure 60: Release Codes Unit 4 Lesson 3
TSCM50 Figure 61: Release Indicators Unit 4 Lesson 3
TSCM50 Figure 62: Release Strategies Unit 4 Lesson 3
TSCM50 Figure 63: Definitions in the Release Strategies Unit 4 Lesson 3
TSCM50
Summary
● Check Customizing settings for release procedures

Lesson 4: Creating Release Procedures
Lesson Objectives
● Create release procedures for purchase requisitions

Lesson Agenda
Learn About:
● Authorizations
Watch:
● How to Create Release Procedures for Purchase Requisitions
Do:
● Create a New Release Procedure
TSCM50 Figure 64: Authorization Objects Unit 4 Lesson 4
TSCM50
Summary
● Create release procedures for purchase requisitions

Unit 5: Specific Procurement Processes
Lesson 1: Creating Invoices Using Invoice Plans
Lesson 2: Deploying Additional Special Procurement Processes

Lesson 1: Creating Invoices Using Invoice Plans
Lesson Objectives
● Identify differences between periodic and partial invoice plans

Lesson Agenda
Learn About:
● Invoicing Plans Overview
● Periodic Invoicing Plan
● Partial Invoicing Plan
● Control Date and Settlement of Invoicing Plans
Do:
● Process an Invoicing Plan
TSCM50 Figure 65: Invoicing Plans Unit 5 Lesson 1
TSCM50 Figure 66: Periodic Invoicing Plan Unit 5 Lesson 1
TSCM50 Figure 67: Partial Invoicing Plan Unit 5 Lesson 1
TSCM50 Figure 68: GR/IR Control Unit 5 Lesson 1
TSCM50
Summary
● Identify differences between periodic and partial invoice plans

Lesson 2: Deploying Additional Special Procurement Processes
Lesson Objectives
● Examine special procurement processes

Lesson Agenda
Learn About:
● Purchase Requisition and Purchase Order Templates
● Park and Hold for Purchase Requisitions and Purchase Orders
● Multiple Account Assignment
● Down Payments and Security Retentions
Watch:
● How to Create Special Purchase Requisitions
● How to Convert Special Purchase Requisitions

Lesson Agenda
Do:
● Create Purchase Requisitions
● Convert Purchase Requisitions

TSCM50 Figure 69: Templates for Purchase Requisitions Unit 5 Lesson 2
and Purchase Orders
TSCM50 Figure 70: Park and Hold in Purchasing Unit 5 Lesson 2
TSCM50 Figure 71: Value-Based Multiple Account Unit 5 Lesson 2
Assignment
TSCM50 Figure 72: Valuation for Multiple Account Unit 5 Lesson 2
Assignment
TSCM50 Figure 73: Down Payment Processing Unit 5 Lesson 2
TSCM50 Figure 74: Security Retention Unit 5 Lesson 2
TSCM50
Summary
● Examine special procurement processes

Unit 6: Invoice Entry
Lesson 1: Introducing Invoice Verification
Lesson 2: Working with Logistics Invoice Verification
Lesson 3: Parking of Documents
Lesson 4: Applying Taxes, Cash Discounts, and Foreign Currencies
Lesson 5: Creating Invoices for Purchase Orders with Account Assignment

Lesson 1: Introducing Invoice Verification
Lesson Objectives
● Understand the idea of invoice verification

Lesson Agenda
Learn About:
● Invoice Verification Environment
● Account Movements and Price Control

TSCM50 Figure 75: Materials Management (MM) Overview Unit 6 Lesson 1
TSCM50 Figure 76: Invoice Verification Environment Unit 6 Lesson 1
TSCM50 Figure 77: Invoice Verification Unit 6 Lesson 1
TSCM50 Figure 78: IR Unit 6 Lesson 1
TSCM50 Figure 79: Posting an Invoice Unit 6 Lesson 1
TSCM50 Figure 80: Account Movements Unit 6 Lesson 1
TSCM50 Figure 81: Price Control Unit 6 Lesson 1
TSCM50
Summary
● Understand the idea of invoice verification

Lesson 2: Working with Logistics Invoice Verification
Lesson Objectives
● Post an invoice
● Use different types of invoice verification

Lesson Agenda
Learn About:
● Function of Logistics Invoice Verification
● User Parameters for Logistics Invoice Verification
● Types of Invoice Verification
● Return or Reversal During a GR-Based Invoice Receipt (IR)
Do:
● Post an Invoice
● Use Different Types of Invoice Verification

TSCM50 Figure 82: Information in an Invoice Unit 6 Lesson 2
TSCM50 Figure 83: Logistics Invoice Verification – Unit 6 Lesson 2
Transaction MIRO
TSCM50 Figure 84: Invoice Entry – Allocations Unit 6 Lesson 2
TSCM50 Figure 85: Invoice Entry – Item List Unit 6 Lesson 2
TSCM50 Figure 86: Layouts for the Item List Unit 6 Lesson 2
TSCM50 Figure 87: Customizing – Display Variants Unit 6 Lesson 2
TSCM50 Figure 88: Other Functions Unit 6 Lesson 2
TSCM50 Figure 89: User Parameters Unit 6 Lesson 2
TSCM50 Figure 91: PO-Based Invoice Verification Unit 6 Lesson 2
TSCM50 Figure 92: GR-Based Invoice Verification Unit 6 Lesson 2
TSCM50 Figure 93: Return/Reversal During a GR-Based IR Unit 6 Lesson 2
TSCM50
Summary
● Post an invoice
● Use different types of invoice verification
Lesson 3: Parking of Documents
Lesson Objectives
● Park an invoice
● Explain the attributes of prepayment

Lesson Agenda
Learn About:
● Document Parking
● Standard Workflows
● Customizing – Document Parking Workflow
● Prepayment
Do:
● Park an Invoice
TSCM50 Figure 96: Document Parking Unit 6 Lesson 3
TSCM50 Figure 97: Document Status Unit 6 Lesson 3
TSCM50 Figure 98: Hold Document Unit 6 Lesson 3
TSCM50 Figure 99: Document Parking and Saving as Unit 6 Lesson 3
Complete
TSCM50 Figure 100: Workflow for Document Completion Unit 6 Lesson 3
TSCM50 Figure 101: Workflow for Release and Post Unit 6 Lesson 3
TSCM50 Figure 102: Customizing – Document Parking Unit 6 Lesson 3
Workflow
TSCM50 Figure 104: Prepayment Unit 6 Lesson 3
TSCM50 Figure 105: Account Movements During a Unit 6 Lesson 3
Prepayment
TSCM50 Figure 106: Customizing - Prepayment Unit 6 Lesson 3
TSCM50
Summary
● Park an invoice
● Explain the attributes of prepayment
Lesson 4: Applying Taxes, Cash Discounts, and Foreign

Currencies
Lesson Objectives
● Enter taxes
● Enter cash discount information
● Post an invoice in foreign currency

Lesson Agenda
Learn About:
● Taxes
● Terms of Payment
● Invoices in a Foreign Currency
Do:
● Enter Taxes
● Enter Cash Discount Information
● Post an Invoice in Foreign Currency

TSCM50 Figure 107: Sales Tax Unit 6 Lesson 4
TSCM50 Figure 108: Entering Tax Data Unit 6 Lesson 4
TSCM50 Figure 109: Customizing – Default Value for Tax Unit 6 Lesson 4
Codes
TSCM50 Figure 111: Terms of Payment Unit 6 Lesson 4
TSCM50 Figure 112: Posting Gross – Posting Net Unit 6 Lesson 4
TSCM50 Figure 113: Account Movements – Gross Posting Unit 6 Lesson 4
TSCM50 Figure 114: Account Movements – Net Posting Unit 6 Lesson 4
TSCM50 Figure 115: Customizing – Terms of Payment Unit 6 Lesson 4
TSCM50 Figure 116: Customizing Document Types for Unit 6 Lesson 4
Accounting Documents
TSCM50 Figure 118: Invoices in a Foreign Currency Unit 6 Lesson 4
TSCM50 Figure 119: Customizing Exchange Rate Unit 6 Lesson 4
Differences
TSCM50
Summary
● Enter taxes
● Enter cash discount information
● Post an invoice in foreign currency
Lesson 5: Creating Invoices for Purchase Orders with Account

Assignment
Lesson Objectives
● Enter an invoice for a purchase order with account assignment
● Enter an invoice for a blanket purchase order

Lesson Agenda
Learn About:
● Account Assignment and Invoice Verification
● Multiple Account Assignment in the PO Item
● Multiple Account Assignment in Logistics Invoice Verification
● Invoices for Blanket Purchase Orders
Do:
● Enter an Invoice for a Purchase Order with Account Assignment
● Enter an Invoice for a Blanket Purchase Order

TSCM50 Figure 121: PO with Account Assignment Unit 6 Lesson 5
TSCM50 Figure 122: Types of Account Assignment Unit 6 Lesson 5
TSCM50 Figure 123: Account Movements for POs with Unit 6 Lesson 5
Account Assignment
TSCM50 Figure 124: Account Assignment Data in PO Unit 6 Lesson 5
TSCM50 Figure 125: Partial Invoice Indicator Unit 6 Lesson 5
TSCM50 Figure 126: Multiple Account Assignment in MIRO Unit 6 Lesson 5
TSCM50 Figure 129: Invoices for Blanket Purchase Orders Unit 6 Lesson 5
TSCM50
Summary
● Enter an invoice for a purchase order with account assignment

● Enter an invoice for a blanket purchase order
Unit 7: Variances and Invoice Blocks
Lesson 1: Entering Invoices with Variances and Handling of Blocking Reasons
Lesson 2: Reducing Invoices
Lesson 3: Handling of Variances Without Reference to an Item
Lesson 4: Releasing Blocked Invoices

Lesson 1: Entering Invoices with Variances and Handling of

Blocking Reasons
Lesson Objectives
● Enter invoices with variances
● Block an invoice manually

Lesson Agenda
Learn About:
● Invoice Block Due to Variances
● Other Blocking Reasons
Do:
● Enter Invoices with Variances
● Block an Invoice Manually

TSCM50 Figure 131: Invoices with Variances Unit 7 Lesson 1
TSCM50 Table Unit 7 Lesson 1
Result Action
Is within tolerable limits The invoice is accepted without any further
queries.
Falls short of the lower tolerance limit A relevant message is issued. You can post
the invoice, and it is not blocked for pay-
ment.
Exceeds the upper tolerance limit A relevant message is issued. You can post
the invoice, but it is automatically blocked
for payment.
TSCM50 Figure 132: Variances Unit 7 Lesson 1
TSCM50 Figure 133: Quantity Variance Unit 7 Lesson 1
TSCM50 Figure 134: Price Variance Unit 7 Lesson 1
TSCM50 Figure 135: Price Variance – Material with Unit 7 Lesson 1
Standard Price
TSCM50 Figure 136: Price Variance – Material with MAP Unit 7 Lesson 1
TSCM50 Figure 137: Quantity and Price Variance Unit 7 Lesson 1
TSCM50 Figure 138: PO with Price Quantity Variance Unit 7 Lesson 1
TSCM50 Figure 139: Setting Tolerance Limits Unit 7 Lesson 1
TSCM50 Figure 142: Blocking Due To Quality Inspection Unit 7 Lesson 1
TSCM50 Figure 143: Blocking Due To Amount Unit 7 Lesson 1
TSCM50 Figure 144: Stochastic Block Unit 7 Lesson 1
TSCM50 Figure 145: Manual Blocking Unit 7 Lesson 1
TSCM50 Figure 146: Customizing – Invoice Block Unit 7 Lesson 1
TSCM50
Summary
● Enter invoices with variances

● Block an invoice manually
Lesson 2: Reducing Invoices
Lesson Objectives
● Reduce an invoice
Lesson Agenda
Learn About:
● Invoice Reduction
● Customizing – Invoice Reduction
Do:
● Reduce an Invoice
TSCM50 Figure 147: Reducing Invoices Unit 7 Lesson 2
TSCM50 Figure 148: Account Movements with Invoice Unit 7 Lesson 2
Reduction
TSCM50 Figure 149: Partial Reduction — Price Variance Unit 7 Lesson 2
Reduction Due to Price Variance
TSCM50 Figure 151: Partial Reduction — Quantity Variance Unit 7 Lesson 2
Reduction Due to Quantity Variance
TSCM50 Figure 153: Customizing – Invoice Reduction Unit 7 Lesson 2
TSCM50
Summary
● Reduce an invoice
Lesson 3: Handling of Variances Without Reference to an Item
Lesson Objectives
● Post an invoice with a tolerated variance

Lesson Agenda
Learn About:
● Variances Without Reference to an Item
● Customizing for Vendor-Specific Tolerances
Do:
● Post an Invoice with a Tolerated Variance
TSCM50 Figure 155: Total-Based Invoice Reduction Unit 7 Lesson 3
TSCM50 Figure 156: Total-Based Acceptance Unit 7 Lesson 3
TSCM50 Figure 157: Manual Acceptance Unit 7 Lesson 3
TSCM50 Figure 158: Vendor-Specific Tolerances Unit 7 Lesson 3
TSCM50
Summary
● Post an invoice with a tolerated variance

Lesson 4: Releasing Blocked Invoices
Lesson Objectives
● Release blocked invoices

Lesson Agenda
Learn About:
● Blocked Invoices
Do:
● Release Blocked Invoices
TSCM50 Figure 160: Blocking Invoices Unit 7 Lesson 4
TSCM50 Figure 161: Releasing Blocked Invoices Unit 7 Lesson 4
TSCM50 Figure 162: Release Invoice Items/Invoices Unit 7 Lesson 4
Manually
TSCM50 Figure 163: Workflow – Releasing Invoices Unit 7 Lesson 4
Blocked Due to Price
TSCM50 Figure 164: Automatic Release Unit 7 Lesson 4
TSCM50
Summary
● Release blocked invoices

Unit 8: Subsequent Debit/Credit, Delivery Costs, Credit Memos
Lesson 1: Entering Subsequent Debits/Credits
Lesson 2: Entering Delivery Costs
Lesson 3: Entering Invoices Without Reference to a Purchase Order
Lesson 4: Handling Credit Memos and Reversals

Lesson 1: Entering Subsequent Debits/Credits
Lesson Objectives
● Enter a subsequent debit

Lesson Agenda
Learn About:
● Subsequent Debits/Credits
Do:
● Enter a Subsequent Debit
TSCM50 Figure 165: Subsequent Debit Unit 8 Lesson 1
TSCM50 Figure 166: Account Movements with a Unit 8 Lesson 1
Subsequent Debit
TSCM50
Summary
● Enter a subsequent debit

Lesson 2: Entering Delivery Costs
Lesson Objectives
● Enter planned delivery costs
● Enter unplanned delivery costs

Lesson Agenda
Learn About:
● Delivery Costs
● Planned Delivery Cost
● Unplanned Delivery Costs
Do:
● Enter Planned Delivery Costs
● Enter Unplanned Delivery Costs

TSCM50 Figure 168: Delivery Costs Unit 8 Lesson 2
TSCM50 Figure 169: Planned Delivery Costs Unit 8 Lesson 2
TSCM50 Figure 170: Account Movements with Planned Unit 8 Lesson 2
Delivery Costs
TSCM50 Figure 172: Unplanned Delivery Costs Unit 8 Lesson 2
TSCM50 Figure 173: Distribution of Unplanned Delivery Unit 8 Lesson 2
Costs
TSCM50 Figure 174: Account Movements with Unplanned Unit 8 Lesson 2
Delivery Costs
TSCM50 Figure 175: Customizing - Unplanned Delivery Unit 8 Lesson 2
Costs
TSCM50
Summary
● Enter planned delivery costs

● Enter unplanned delivery costs
Lesson 3: Entering Invoices Without Reference to a Purchase

Order
Lesson Objectives
● Enter an invoice without reference to a purchase order

Lesson Agenda
Learn About:
● Invoices Without Reference to a Purchase Order
Do:
● Enter an Invoice Without Reference to a Purchase Order
TSCM50 Figure 178: Creating Invoices Without Reference Unit 8 Lesson 3
TSCM50 Figure 179: Direct Posting to a G/L Account Unit 8 Lesson 3
TSCM50 Figure 180: Direct Posting to a Material Unit 8 Lesson 3
TSCM50
Summary
● Enter an invoice without reference to a purchase order

Lesson 4: Handling Credit Memos and Reversals
Lesson Objectives
● Enter a credit memo
● Cancel an invoice
Lesson Agenda
Learn About:
● Credit Memos
● Reversals
Do:
● Enter a Credit Memo
● Cancel an Invoice
TSCM50 Figure 183: Credit Memos Unit 8 Lesson 4
TSCM50 Figure 186: Reversal Unit 8 Lesson 4
TSCM50
Summary
● Enter a credit memo

● Cancel an invoice
Unit 9: Automated processes in Invoice Verification
Lesson 1: Performing Automatic Settlements

Lesson 1: Performing Automatic Settlements
Lesson Objectives
● Create invoices automatically from goods receipt data
● Execute a vendor consignment settlement
● Execute an invoicing plan settlement
● Describe the EDI process

Lesson Agenda
Learn About:
● Evaluated Receipt Settlement
● Vendor Consignment
● Invoicing Plan
● EDI - Electronic Data Interchange
Watch:
● How to Execute Vendor Consignment Settlement
● How to Execute an Invoicing Plan Settlement
Do:
● Create Invoices Automatically from Goods Receipt Data
TSCM50 Figure 188: ERS Unit 9 Lesson 1
TSCM50 Figure 189: ERS – Prerequisites Unit 9 Lesson 1
TSCM50 Figure 190: Executing the ERS Unit 9 Lesson 1
TSCM50 Figure 191: Vendor Consignment Unit 9 Lesson 1
TSCM50 Figure 192: Settlement of Withdrawals from Unit 9 Lesson 1
Vendor Consignment Stock
TSCM50 Figure 193: Invoicing Plans Unit 9 Lesson 1
TSCM50 Figure 194: EDI Unit 9 Lesson 1
TSCM50 Figure 195: Customizing for EDI in Invoice Unit 9 Lesson 1
Verification
TSCM50
Summary
● Create invoices automatically from goods receipt data

● Execute a vendor consignment settlement
● Execute an invoicing plan settlement
● Describe the EDI process
Unit 10: GR/IR Account Maintenance
Lesson 1: Performing GR/IR Account Maintenance

Lesson 1: Performing GR/IR Account Maintenance
Lesson Objectives
● Use GR/IR account maintenance functions

Lesson Agenda
Learn About:
● GR/IR Account Maintenance
Do:
● Use GR/IR Account Maintenance Functions
TSCM50 Figure 196: Quantity Variances Unit 10 Lesson 1
TSCM50 Figure 197: Account Movements with Account Unit 10 Lesson 1
Maintenance
TSCM50
Summary
● Use GR/IR account maintenance functions

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TSCM50

SAP ERP Procurement

© 2015 SAP SE. All rights reserved.

Unit 1: Sources of Supply and Conditions

Unit 2: Source Determination

Unit 3: Optimized Purchasing

Unit 4: Document Release Procedure

Unit 5: Specific Procurement Processes

Unit 6: Invoice Entry

Unit 7: Variances and Invoice Blocks

Unit 8: Subsequent Debit/Credit, Delivery Costs, Credit Memos

Unit 9: Automated processes in Invoice Verification

Unit 10: GR/IR Account Maintenance

Lesson 1: Creating Purchasing Info Records

Lesson 2: Creating Special Info Records

Lesson 3: Using Special Functions in Info Records

Lesson 4: Creating Central Contracts

Lesson 5: Creating Scheduling Agreements Without Release Documentation

Lesson 6: Creating Scheduling Agreements with Release Documentation

Lesson 1: Creating Purchasing Info Records

● Create organizational levels of purchasing info records

● Purchasing Info Record Data

● Purchasing Info Record Structure

● Purchase Order Default Price

● Create Texts in Info Records

● Create organizational levels of purchasing info records

Lesson 2: Creating Special Info Records

● Create special types of info records

● Create a Purchase Order

● Create special types of info records

Lesson 3: Using Special Functions in Info Records

● Use buyer negotiation sheets to carry out price changes

● Analysis of Purchasing Info Records

● To Perform Price Changes

● Perform Price Changes

● Use buyer negotiation sheets to carry out price changes

Lesson 4: Creating Central Contracts

● Create central contracts

● Centrally Agreed Contracts

● Create central contracts

Lesson 5: Creating Scheduling Agreements Without Release

● Create and maintain scheduling agreements without release documentation

● Automatic Scheduling Agreement Schedule Lines

● Scheduling Agreement Types Without Release Documentation

● Create and maintain scheduling agreements without release documentation

Lesson 6: Creating Scheduling Agreements with Release

● Create scheduling agreements with release documentation

● Scheduling Agreement Releases

● Scheduling Agreement Releases Archiving

● Control Data for Scheduling Agreements

● Scheduling Agreement Options

● Create scheduling agreements with release documentation

Lesson 1: Controlling Source Determination with Source Lists

Lesson 2: Maintaining Source Lists

Lesson 3: Controlling Source Determination with Quota Arrangements

Lesson 4: Executing the Planning Run with Quota Arrangements

Lesson 5: Identifying Additional Aspects of Source Determination

Lesson 6: Blocking Sources of Supply

Lesson 7: Creating Purchase Orders with Source Determination

Lesson 1: Controlling Source Determination with Source Lists

● Create source lists

● Source List Functions

● Source List Requirement