Create Purchase Order-Campus (ME21N)

 

Purpose

Use this procedure to create a purchase order.

Trigger

Perform this procedure when there is a need to create a purchase order.

Prerequisites

None

·         xxx

·         xxx

Menu Path

Use the following menu path(s) to begin this transaction:

SAP Menu  Logistics  Materials Management  Purchasing  Purchase Order  Create  Vendor/Supplying Plant Known (ME21N)

Transaction Code

ME21N

Procedure

1.       Start the transaction using the SAP Easy Access menu path or transaction code.

SAP Easy Access

 

2.       Click  .

3.       Click  .

4.       Click  .

5.       Double-click  .

6.       Click  .

7.       Double-click  .

      Create Purchase Order

8.       Click on the  toolbar button, in the upper left corner of the screen. The Document Overview panel will open.

      Create Purchase Order

9.       In the Document Overview area, click the Variant selection  button.

10.     Select Purchase requisitions.

      Purchase requisitions

11.     In the "General selections" area at the top of the screen, click the  box to put a checkmark in it.

12.     In the "General selections" area at the top of the screen, click the  box to put a checkmark in it.

13.     If you know the Document type, enter it in the Document type field. If you don't know the document type, click the Document type field to see the search icon  , and then click on the search icon to produce a list of document types from which to choose.

      Purchase requisition document type (1)   17 Entries Found

14.     When the Purchase requisition document type list appears, double-click on the appropriate choice.  In this example, double-click  (NB Requisition for Campus or ZB Requisition for Hospital).

      Purchase requisitions

15.     If you know your Purchasing group number, enter it in the Purchasing group field. If you don't know the group, click the Purchasing group field to see the search icon , and then click on the search icon to produce a list of Purchasing group numbers from which to choose.

      Purchasing Group (1)   22 Entries Found

16.     When the Purchasing group list appears, double-click on the appropriate choice.  In this example, double-click .

 

      Purchase requisitions

17.     As required, complete the Purchasing organization field by entering UK00.

      Purchase requisitions

18.     Execute your request by clicking the Execute icon   .

      Create Purchase Order

19.     A list of purchasing requisition numbers will appear in the Document overview panel, on the left side of the screen.  You can select the desired requisition and drag it to the Shopping Basket icon  on the upper portion of the screen.

    After dragging, an error will display, requesting a material group.

      Personal value list: Material Group (1)  140 Entries Found

20.     Select the appropriate material group.  The Material group field is found on the Material data tab in the Item detail section at the bottom of the screen or on the Item Overview.  If you know the Material group number, enter the information in the Material group field. If you don't know the group, click the Material group field to see the search icon , and then click on the search icon to produce a list of Material group numbers from which to choose.  In this example, choose and double-click on  .

 

      Create Purchase Order

21.     The Contracting Officer will verify certain information on the purchase order.  In the header section of the screen, click on the  tab to verify payment and shipping terms.

      Create Purchase Order

22.     If desired, click on the  tab in the header section of the screen.  You can enter information that pertains to the entire PO in the Header text field, and this will print above the first line item of the PO.  The Header Note will be a note you can use to include any additional information; this will not print on the PO.

      Create Purchase Order

23.     Move to the header section of the screen and click on the  tab to verify the address of the vendor for receipt of the PO.

      Create Purchase Order

24.     Move to the header section of the screen and click on the  tab to verify the appropriate Purchasing Groups entered.

      Create Purchase Order

25.     Move to the lower portion of the screen to see the Item detail area.  Click on the  tab to verify that the appropriate fields are displayed.

      Create Purchase Order

26.     In the Item detail area (lower portion of the screen), click on the  tab to add additional line item text, specifications, or special instructions; this will print on the PO.  The Item note is for entering a note pertaining to the line item; this will not print on the PO.  DO NOT USE ANY OF THE OTHER TEXTS.

      Create Purchase Order

27.     In the lower section of the screen, click on the  tab to verify the appropriate delivery address.

      Create Purchase Order

28.     Click  .

    The system displays the message, ""

29.     You have completed this transaction.

Result

You have created a purchase order document.

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