Create Template for Reservation Form (Z_FORMSM)

 

Purpose

Use this procedure to create a form to be used by areas in and around the hospital to procure material directly from a vendor.

Trigger

Perform this procedure when a department requires a pre-made list of materials specific to their area.

Transaction Code

Z_FORMSM

Helpful Hints

The University Of Kentucky has two plants associated with the SAP system.  It is very important that the correct plant be identified.

UK00- UK Campus / Hospital

UK10- UK Facilities

 

Procedure

1.       Start the transaction by entering transaction code z_formsm in the Command field (in the upper left corner of the screen, on the standard toolbar).

SAP Easy Access

 

 

Web Procurement Form Template Management

     Create Form Template for Item Reservation

             Create Form Template for Purchase Requisition

             Change Form Detail

             Display Form Detail

             Update Department Table

             Change Multiple Forms Simultaneously

2.       Click this i .

Create Form for Material Procurement

 

3.       As required, complete the following fields:

Field Name	R/O/C	Description
Form Name	R	Description of Form Name. Example:         Stock Materials
Plant	R	Responsible Plant Storage Location, University Of Kentucky has two plants associated  UK00 Hospital and UK10 Facilities Service Centers Example:         UK00
Supplied By	R	Storage Location that will be supplying the reservation Example:         0001
Department Code	R	The assigned department number. Example:         H3200
Cost Object Type	R	Description of the Cost Object Type will be CC for cost center, WBS for project or grant account and ORD is for work order or internal order number. Example:         CC
Cost Object Nr		Account number to be charged Example:         1058735600
Unloading Point	R	Unloading Point will be the location materials will be delivered. Example:         HS247
Recipient	R	Recipient. Example:         Med Tech

    The option to copy from one form to another is available.  However specific steps must be taken to accomplish this function.  Complete the Form Header Information section, including the form number to copy from in the Ref Form Num field.  DO NOT PRESS ENTER, immediately go to  icon and click.  The items will copy and display.  Proceed with adding any additional items to this list.

4.       Click  to begin entering the materials on to the form.

5.       GO TO "Material To Insert" section and Click into the Item Number/Description field to enter material number or select  to search for desired item (for example, you may need a material that begins with the number 3 but do not want to scroll through hundreds of items, so simply type the beginning numbers to bring forward the section and then begin to scroll through options.  Click on desired material number and notice it populates in the Item Description list and takes it out of the "Material to Insert" list.  This prevents possible duplication in selection.

6.       GO TO PAR Lvl column and change the minimum amount to the required number that must be kept in this location at all times. 

7.       Click  to open a field in the body of the form to allow comments.

8.       To add additional material items to the form, repeat steps 5 thru 6.

9.       Click the Save icon  .

 

10.     The CREATE NEW FORM box will appear.

CREATE NEW FORM

    The system displays the message, "Created Form Number: xxxx"

11.     Click the Continue icon  to close the box.  You have completed this transaction.

Result

You have created a form for procurement of supplies directly from a vendor.