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TB1000 Exercise 2
TB1000 Exercise 2
2Purchasing - Exercises
Unit:
Purchasing-A/P
Topic:
Document Functions
1-1
You want to purchase several items from a vendor. You only know the approximate
name of the vendor: Ballgames.
1-1-1 Call up the purchase order document and begin by entering the vendor. How
can you find the correct one?
_____________________________________________________________
_____________________________________________________________
__________________________________________________________
Assign the required vendor to the purchase order.
1-1-2 You want to enter your items as comfortably as possible. Press the Tab key
in the Item No. field and use the Ctrl- and Shift-keys to choose more than
one item from the Choose from List. Enter any quantities for the items.
Is it also possible to order a service (as a service, not as an item), in the
same document? ______________________________________________
Finally, Add the new purchase order.
1-1-3 In order to maintain changes in the new purchase order you have to find it at
first. Specify three methods of how to quickly find the correct purchase
order.
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
________________________________________________________
1-1-4 Use the Drag & Relate functionality to select the correct purchase order.
The first possibility is to work with the filter, and the second is to drag the
business partner to the purchase orders.
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1-1-5 After you have found your purchase order, maintain the following changes:
Add a row.
____________________________________________________________
Delete one or several rows.
____________________________________________________________
Duplicate a row, enter a new quantity for the new row. Which definition is
necessary to combine rows with the same item in one common row?
____________________________________________________________
After testing the impact of this definition, set No Summary again!
Change the Item Description in a row. How can you leave this field?
____________________________________________________________
Navigate into the Price field of a row and press Ctrl + Tab. What
information is displayed?
____________________________________________________________
Double-click on a row number. Which window opens?
____________________________________________________________
Do not close this Line Details window, but navigate to the Warehouse field
(WH) and press Ctrl + Tab. What information is displayed?.
____________________________________________________________
Update the changes in the purchase order. Then let the system show you the
history of your changes.
____________________________________________________________
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Exercises
Unit:
Purchasing-A/P
Topic:
Procurement Process
2-1
You want to place an order with your vendor, S1000. To do so, you call up the
purchase order document and enter the vendor number.
2-1-1 You order two units of items A1000, A1001, and A1002. Just before you
enter a basketball as a fourth item, you realize that this item does not have a
master record. You therefore create the item in the system and assign it the
number TA200. Enter the following information: description, item grouping,
no manufacturer. Enter a price for the new item in the purchase order. Do
not save the purchase order yet!
2-1-2 Since the goods are often delivered on different dates, you want to activate
the delivery date for your item table. The same applies for the warehouse.
Remember that the warehouse is to be arranged by the quantity field and the
delivery date by the price. Do not save the purchase order yet!
2-1-3 What payment terms does the system suggest? How did it determine these?
_____________________________________________________________
_____________________________________________________________
__________________________________________________________
2-1-4 You decide to increase the quantity of item A1002. Duplicate this row and
enter six more units, but this time case for warehouse 04 (Hamburg). Do not
save the purchase order yet!
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2-1-5 Which indicator must be set in the purchase order containing different
warehouses to get different purchase orders, one for each warehouse?
____________________________________________________________
Set the indicator manually!
How can this indicator be defaulted into new purchase orders?
_____________________________________________________________
___________________________________________________________
Now Add the purchase order, and answer any system questions with
Continue and Add. How many and what kind of purchase orders has the
system created?
_____________________________________________________________
_____________________________________________________________
__________________________________________________________
2-2
The delivery for your purchase order for your general warehouse in Walldorf has
arrived. The vendor's delivery document refers to your purchase order number.
Enter the delivery with reference to the purchase order document. Enter the vendor
number and display all the open purchase order documents.
2-2-1 You want to choose only the purchase order that was delivered to warehouse
01 located in Walldorf. In order to find the right purchase order, you should
activate the Ship to field in the Choose from List by using Settings.
2-2-2 Of the items you ordered, only the first two items have been delivered. For
this reason, copy two of the four items to your delivery document and save
the delivery.
_____________________________________________________________
___________________________________________________________
2-2-3 You receive a further delivery in Hamburg. Of the six open items with
number A1002 for the warehouse 04 in Hamburg, your vendor delivers four.
____________________________________________________________
2-2-4 Check the current stock situation of items A1001 - A1002 using the
Inventory Status report within the Inventory Reports.
A1001
A1002
In Stock
Quantity Ordered
Sales Orders
Available Quantity
2-2-5 Your vendor has also informed you that no further deliveries are expected.
Find the open purchase order and make sure that the system reduces the
open purchase order quantity accordingly.
_____________________________________________________________
___________________________________________________________
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Exercises
Unit:
Purchasing-A/P
Topic:
Units of Measure
3-1
Your forwarding agent informs you that 50 units of item A1015 fit on a Europallet
(EUP). You enter this information on the Procurement tab page in the item master
record.
3-1-1 You enter a goods receipt delivery of more than 50 units of item A1015 and
check how many pallets were delivered. How can you display the packaging
unit for the document?
_____________________________________________________________
___________________________________________________________
3-2
Add a new item to your master data. This item is a backpack with the number
T2001.
3-2-1 You normally procure these backpacks from vendor S1004 and, therefore,
want to define this vendor as the regular vendor in the item master record.
The vendor informs you that he can only deliver these backpacks in crates
comprising eight units. For this reason, he would like you to specify crates
rather than individual backpacks when you place your orders. You specify
crates (CRT) as the Purchasing Unit of Measure and specify that one
purchasing unit contains eight items.
3-2-2 Post a goods receipt for vendor S1004 consisting of three crates, each with
eight backpacks. Change the document settings to add the relevant fields
concerning the unit of measure: Base Units, (Purchasing) Unit of Measure,
and Items per Unit. Finally Add the goods receipt.
3-2-3 After posting the goods receipt, display the current warehouse stock. How
many backpacks are currently in stock?
____________________________________________________________
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3-3
There is now another vendor for this item, S1001. From this vendor you should
order the backpacks individually that is, in the base unit of measure.
3-3-1 Post a goods receipt of 15 backpacks from vendor S1001. Make sure that
you post the actual goods receipt in the base unit of measure.
3-3-2 How many backpacks are now in stock?
____________________________________________________________
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0.3Purchasing - Solutions
1-1
Unit:
Purchasing-A/P
Topic:
Document Functions
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1-1-5 Put the cursor in the respective row of the purchase order, then choose:
Data Add Row.
Data Delete Row.
Data Duplicate Row.
In order to group different rows by item, choose Summary Type: By Items.
After changing the item description, press Ctrl+Tab in order to leave the
field.
The Last Prices Report window opens, displaying last prices out of
documents and Special Prices.
The Line Details window opens.
The physical quantity in Warehouse, the Committed quantity and the
Ordered quantity for the item per warehouse are displayed.
Choose Update.
From the menu bar, choose:
Tools Show History.
1-2
1-3
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Solutions
2-1
Unit:
Purchasing-A/P
Topic:
Procurement Process
Values
Vendor
S1000
Item
Quantity
Choose the Tab key in the Item No field in order to create a new item
directly from the purchase order. Choose New and create a new item for the
basketball with item code TA200. Enter all of the relevant information and
go back to your purchase order. Enter a price in the Price field in the
purchase order. Do not save the purchase order yet!
2-1-2 You can activate the delivery date and warehouse fields in your table by
choosing Purchase Order Settings , [Table Format].
Mark Visible and Active for the fields Del. Date and WH
You can change the order in the settings by moving the individual fields in
the list with Drag&Drop. Do not save the purchase order yet!
2-1-3 The system took the payment terms from the business partner master record
and defaulted them into the document.
2-1-4 You duplicate the item A1002 by positioning your cursor on the row and
choosing Data Duplicate Row from the menu. Enter the quantity 6 and
the warehouse 04 into the new row (if the table does not contain the
warehouse field, you can double-click the row number to display the details
and change the warehouse). Do not save the purchase order yet!
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2-1-5 Set the indicator Split PO (Purchase Order) on the Logistics tab page of
the purchase order.
Set the indicator manually!
The indicator can be set to default in:
Administration System Initialization Document Settings Per
Document Purchase Order Split PO indicator
Now Add the purchase order.
Since you ordered items for two different warehouses, the system creates
two sub-ordinate purchase orders (children) with a secondary numbering
segment, and a blanket purchase order with a cancelled status (a blanket
with no functionality).
2-2
Values
Vendor
S1000
Values
Vendor
S1000
Choose the correct document from the list. Select item A1002.
Change the quantity to 4 and post the document.
2-2-4 Choose Inventory Inventory Reports Inventory Status.
2-2-5 Choose Purchasing-A/P Purchasing Reports Open Items List.
Choose Open Purchase Orders in the dropdown list. Select the correct PO
and close it by choosing Data Close from the menu bar.
In order to check the result go again to the Inventory Status report or you
can display the stock situation in the item master record on the Warehouse
Data tab.
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2-3
Values
Vendor
S1000
Values
Vendor
S10002
Item
A1003
Quantity
100
Choose Add.
2-4-2 Since an invoice has already been entered, you have to create a credit memo
with reference to it in the system. The system clears 20 units from stock and
corrects the values in the general ledger.
Choose Purchasing-A/P A/P Credit Memo.
Field Name or Data Type
Values
Vendor
S1000
Item
A1003
Quantity
20
Choose Add.
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Solutions
3-1
Unit:
Purchasing-A/P
Topic:
Units of Measure
3-2
Values
Item Number
T2001
Description
Backpack
Regular Vendor
S1004
CRT
Values
Vendor
S1004
Item
T2001
Quantity
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3-2-3 To go back to the last goods receipt PO, choose Data Previous Record.
Click on the orange arrow in front of the item code. The system displays the
item master record. On the Warehouse Data tab page, you can find the
current warehouse stock: 24 backpacks are in stock.
3-3
3-3-1 Choose Purchasing-A/P Goods Receipt PO
Field Name or Data Type
Values
Vendor
S1001
Item
T2001
Quantity
15
Base Units
Yes
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