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Case Study Material Management

The document outlines steps to create a new supplier, material master, purchase requisition, request for quotation, purchase order, goods receipt, invoice receipt, and payment for goods purchased from a vendor in SAP. It provides explanations of key terms and differences between steps. The steps result in goods being delivered according to the purchase order and invoice being paid to the vendor from two bank accounts.

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Kristine Jhoy Nolasco Secopito
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2K views13 pages

Case Study Material Management

The document outlines steps to create a new supplier, material master, purchase requisition, request for quotation, purchase order, goods receipt, invoice receipt, and payment for goods purchased from a vendor in SAP. It provides explanations of key terms and differences between steps. The steps result in goods being delivered according to the purchase order and invoice being paid to the vendor from two bank accounts.

Uploaded by

Kristine Jhoy Nolasco Secopito
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
You are on page 1/ 13

STEP 1: CREATE NEW SUPPLIER

Mid-West Supply Secopito KJ


Business Partner 48558

PARTNER FUNCTION
PF PARTNER FUNCTION NUMBER DESCRIPTION
VN Vendor 125011 Mid-West Supply Secopito KJ

STEP 2: CREATE MATERIAL MASTER FOR TRADING GOODS


QUESTION: Under Net requirements calculation you can enter a Safety stock. What does that mean?
ANSWER: Safety stock is an integral part of the Net Requirements Calculation in MRP/Forecast-Based Planning and
characteristically it is considered as a stock as well as a requirement plus a receipt and this makes it interesting when it is made
available for planning purposes in the form of a prescribed percentage.

QUESTION: What is the difference between a moving and a standard price?


ANSWER: STANDARD PRICE MOVING AVERAGE PRICE/
PERIOD UNIT PRICE
DEFINITION Standard price of the material Price of the material. This can be one of the following:
 Moving average price
 Period unit price (only if the material ledger is
activated for the material)

USES If material inventory are valuated at The system calculates the moving average price
standard price, this will result in all goods automatically by dividing the material value in the stock
movements being valuated at the same account by the total of all storage location stocks in the plant
price over an extended period of time. concerned. It changes the price with each valuation-relevant
movement.

The system changes the periodic unit price if you settle the
material ledger and then save the data.

The valuation of stocks at moving average price or periodic


unit price means that the price of the material is adapted to
the continual fluctuations in the procurement price.

PROCEDURE Price differences when goods or invoices


are received (such as when the purchase
price is higher than the standard price) will
be posted to price different accounts. This
does not change the standard price.
DEPENDENCIES If the material ledger is activated for the material, the
material’s settlement control determines whether this price
is the moving average price or the periodic unit price.
Scale quantity 1 and Amount 69,00
Moving price (Per. Unit price) 33,50
Material CHLO1136 created

Step 3: Extend Material Master for Trading Goods


Material CHLO1136 created
Change Delivering Plant MI00 to SD00
Change Scale quantity 1 and Amount 69,00 to Scale quantity 1 and amount 65,00

STEP 4: DISPLAY STOCK/REQUIREMENTS LIST


Display and review the stock/requirements list for your chain lock on hand balance and the demand that exists against this
product. The report should show that there is no stock and therefore nothing is available for use at this time.
STEP 5: CREATE PURCHASE REQUISITION

Purchase requisition number 10000011

STEP 6: MANAGE STOCK


Display and review the stock/requirements list for your chain locks on hand and the demand that exists against this product. Since
we just created a purchase requisition for 200 of them, this event should be visible within the stock/requirements list with a date of
roughly March 03, 2020.

STEP 7: CREATE REQUEST FOR QUOTATION


1. Mid-West Supply Secopito KJ (125011)
a. RFQ Quantity 200
b. Valid to March 03, 2020
c. RFQ created under the number 6000000004
2. Dallas Bike Basics (103136)
a. RFQ Quantity 200
b. Valid to March 03, 2020
c. RFQ created under the number 6000000007
3. Spy Gear (107136)
a. RFQ Quantity 200
b. Valid to March 03, 2020
c. RFQ created under the number 6000000010
STEP 8: MAINTAIN QUOTATIONS FROM VENDORS
Confirm the item if 10
Change the Valid to data to March 03, 2020
VARIABLE KEY
Purchasing Document Item Description
6000000004 10 Chain Lock
CONDITION SUPPLEMENTS
CnTy Name Amount Unit per UoM
PB00 Gross Price 32,00 USD 1 EA
VARIABLE KEY
Purchasing Document Item Description
6000000007 10 Chain Lock
CONDITION SUPPLEMENTS
CnTy Name Amount Unit per UoM
PB00 Gross Price 36,50 USD 1 EA
VARIABLE KEY
Purchasing Document Item Description
6000000010 10 Chain Lock
CONDITION SUPPLEMENTS
CnTy Name Amount Unit per UoM
PB00 Gross Price 35,00 USD 1 EA

VALIDITY
Valid From 06.12.2019 Valid To 03.03.2020
 The Quotation for RFQ 6000000004, 6000000007, and 6000000010 are maintained.

STEP 9: EVALUATE QUOTATIONS ON PRICE

Quotation for RFQ 6000000010 maintained


STEP 10: CREATE PURCHASE ORDER REFERENCING AN RFQ
HEADER

On the Conditions tab, record the total value of the purchase order (6,400 USD).
ITEM OVERVIEW

Verify that the system copied the Material number CHLO1136, Quantity 200, three months from today as Deliv. Date and
the Net Price of 32.00 USD.
Change the PO Quantity of both positions from 200 to 100. Then change the Delivery Date of the second line to one week
after the first delivery (13.12.2019).

Standard PO created under the number 4500000002


STEP 11: DISPLAY PURCHASE ORDER
STEP 12: CREATE GOODS RECEIPT FOR PURCHASE ORDER

Material document 5000000012 2019 posted


STEP 13: VERIFY PHYSICAL RECEIPT OF GOODS
STEP 14: CREATE INVOICE RECEIPT FROM VENDOR

Document No. 5105600113 created (Blocked for payment)

STEP 15: DISPLAY PURCHASE ORDER HISTORY

QUESTION: Reminder: In Step 11 you had the following overview. What is the difference to you screen now? Try to explain!
ANSWER: In Step 11 the Standard PO (4500000002/00010) the quantity were ordered 100EA but delivered 0EA; in the invoice
quantity 0EA; in the invoice value is 0.00 USD; and the status is not yet send WHILE, In Step 15 the Standard PO
(4500000002/00010) the quantity were ordered 100EA but delivered 100EA; in the invoice quantity 100EA; in the invoice value
is 3200.00 USD; and the complete.
STEP 16: DISPLAY DOCUMENT FLOW

STEP 17: CREATE GOODS RECEIPT FOR PURCHASE ORDER


Material document 5000000013 2019 posted

STEP 18: DISPLAY PURCHASE ORDER HISTORY


QUESTION: The stock increased from 100 to 200. Can you explain why?
ANSWER: Because unrestricted stock which can be used readily and which is always available for use on premises.

QUESTION: To which stock type is your material assigned?


ANSWER: Unrestricted-Use Stock
STEP 19: CREATE INVOICE RECEIPT FROM VENDOR

Document No. 5105600114 created (Blocked for payment)

STEP 20: POST PAYMENTS TO VENDOR


Journal Entry 1500000002 (2019, US00) successfully posted

QUESTION: Which bank accounts where used? Try to explain!


ANSWER: For the vendor account we have two bank accounts .When an invoice is raised through GOOD RECEIPTS, we want
the 50% payment to be made through First bank account and the rest payment to the Second bank account. The vendor has two
bank accounts and wants 50-50% payment on a single invoice to be paid to two different bank accounts.
STEP 21: DISPLAY SUPPLIER BALANCES

STEP 22: DISPLAY PURCHASE ORDER HISTORY


STEP 23: DISPLAY/REVIEW G/L ACCOUNT BALANCES AND INDIVIDUAL LINE ITEMS
QUESTION: Open all subfolders. Which bank account did you use in the previous steps?
ANSWER: Good Receipt (WE)

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