SAP Procure to Pay Basic Training

Contents
Introduction .......................................................................................................... 5
Unit 1: SAP Business Process Overview Procure to Pay ............................ 7
Procure to Pay ................................................................................................. 7
Demonstration: Procure to Pay................................................................ 8
Exercise: Procure to Pay .............................................................................. 56
1. Create Material Master ....................................................................... 56
2. Create Vendor Master ........................................................................ 58
3. Create Info Record ............................................................................. 59
4. Run Materials Requirements Planning ............................................... 60
5. Convert Planned Order to Purchase Requisition MRP List/Stock
Requirements List ................................................................................... 61
6. Approve the Purchase Requisition ..................................................... 63
7. Assign a Source of Supply to a Purchase Requisition ....................... 64
8. Create a Purchase Order from a Purchase Requisition ..................... 65
9. Goods Receipt .................................................................................... 66
10. Invoice Receipt ................................................................................. 67
Unit 2: Enterprise and Organizational Structure ........................................... 69
Definitions of Enterprise Structure Values .................................................... 69
Company Code ....................................................................................... 69
Plant ........................................................................................................ 69
Storage Location ..................................................................................... 71
Definitions of Organizational Structure Values.............................................. 73
Purchasing Organization ........................................................................ 73
Master Data and Enterprise Structure ........................................................... 74
Unit 3: Master Data ........................................................................................... 75
Material Master .............................................................................................. 75
Key Fields in the Material Master ........................................................... 76
Demonstration: Display Material Master ................................................ 77
Demonstration: Create Material Master ................................................. 96
Exercise: Create Material Master .......................................................... 97
Vendor Master ............................................................................................... 98
Key Fields in Vendor Master................................................................... 98
Demonstration: Display Vendor Master ................................................. 99

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SAP Procure to Pay Basic Training Master.doc

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Introduction

Klee Associates, Inc.

Demonstration: Create Vendor Master ................................................ 108

Exercise: Create Vendor Master .......................................................... 108
Information Record ...................................................................................... 109
Key Fields in Information Record .......................................................... 109
Demonstration: Display Information Record ........................................ 110
Demonstration: Create Information Record ......................................... 115
Exercise: Create Information Record ................................................... 115
Unit 4: Consumption Based Planning ........................................................... 117
Overview of Consumption Based Planning ................................................. 117
Consumption Based Planning Procedures .................................................. 119
Reorder Point Planning ......................................................................... 119
Forecast Based Planning ...................................................................... 120
Time Phased Planning .......................................................................... 121
Directing Consumption Based Planning with Material Master Data ............ 122
Planning Process ......................................................................................... 133
Checking the Planning File Entries ....................................................... 133
System Calculations for Net Requirements and Lot Sizing .................. 137
Planning Run ............................................................................................... 140
Parameters for the Planning Run .......................................................... 140
Evaluating the Planning Run ................................................................. 142
Forecasting .................................................................................................. 146
Demo and Exercise: Consumption Based Planning Using Forecasting..... 151
Check the Material Master Settings for MRP and Forecasting ............. 151
Execute the Planning Run ..................................................................... 160
Review the Results of the Planning Run ............................................... 161
Convert a Planned Order to a Purchase Requisition ............................ 162
Summary ............................................................................................... 163
Unit 5: Purchasing ........................................................................................... 165
Overview of Purchasing ............................................................................... 166
Purchasing Master Data .............................................................................. 168
Material Master: Purchasing View ........................................................ 168
Vendor Master: Purchasing View ......................................................... 171
Info Record: Purchasing Screens ........................................................ 173
Purchasing Document Types....................................................................... 176
Purchase Requisitions........................................................................... 177
Purchase Orders ................................................................................... 181
Outline Agreements............................................................................... 183

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Introduction

RFQ/Quotations .................................................................................... 185

Optimized Purchasing ................................................................................. 186
Source Determination ........................................................................... 187
Automatically Create Purchase Orders from Purchase Requisitions ... 189
Condition Types .......................................................................................... 190
Demonstration and Exercise: Create and Test Condition Record....... 192
Release Strategy ......................................................................................... 197
Demonstration and Exercise: Create Purchase Requisition and Release
Purchase Requisition ............................................................................ 197
Summary............................................................................................... 201
Unit 6: Inventory Management ...................................................................... 203
Overview of Inventory Management ........................................................... 204
Transactions to Post Goods Movements .............................................. 204
Movement Types .................................................................................. 205
Integration with Other SAP Modules: ................................................... 205
Goods Movements ...................................................................................... 206
Goods Receipt ...................................................................................... 207
Goods Issue .......................................................................................... 209
Stock Transfer....................................................................................... 212
Transfer Posting.................................................................................... 213
Demonstration and Exercise: Goods Receipt for Purchase Order ...... 213
Special Stocks ............................................................................................. 216
Subcontracting Stock and Subcontracting Process.............................. 216
Consignment Stock and Consignment Process ................................... 220
Summary............................................................................................... 220
Unit 7: Logistics Invoice Verification ............................................................ 221
Overview...................................................................................................... 222
Posting an Incoming Invoice ....................................................................... 223
Demonstration: Entering Invoice.......................................................... 223
Demonstration: Reverse Invoice Document ........................................ 226
Exercise: Entering Invoice ................................................................... 227
Document Parking ....................................................................................... 228
Invoice Blocking .......................................................................................... 229
Manual Blocking.................................................................................... 230
Automatic Blocking based on Variance ................................................ 231
Demonstration: Automatic Blocking Based on Item Value .................. 232
Demonstration: Removing a Block from an Invoice............................. 234

Procure to Pay ECC6.0

Rev. 04/20/10

Introduction

Klee Associates, Inc.

Evaluated Receipt Settlement ..................................................................... 235

Summary ............................................................................................... 236

Rev. 04/20/10

Procure to Pay ECC6.0