Escolar Documentos
Profissional Documentos
Cultura Documentos
Purchasing Department
GENERAL INFORMATION
2.
LOGON TO SAP
3.
4.
8.
11.
12.
14.
SAP TRAINING
GENERAL INFORMATION
USER:
Plant number + first initial/last name (no spaces)
70_____________________
PASSWORD:
INITPASS (first time)
RENAME password (remember write down)
_______________________
COMPANY:
SSHE
PLANT #:
SLIPPERY ROCK 70
PURCHASING ORG: LOCL
PURCHASING GROUP:
700 SLIPPERY ROCK
BUDGET INFORMATION
FUND
________________________
FUND CENTER(S)
______________________________
SAP LOGON
STEP 1: *LOGON TO
S aplogon.lnk
SAP
70mcombine
CLIENT
USER
Production
Plant Number+first initial/last name(no spaces) ex.
PASSWORD
SAP SCREEN APPEARS: If user menu appears below Favorites folder, you
need
to go to top toolbar and CLICK ON MENU then
CLICK ON SAP MENU (changes view for navigation)
SAP TRAINING
Click on Favorites at the top of your screen and a pull down will appear.
Click on insert folder.
Type name for folder example: Purchasing, Budget or Stores Reservation.
Click green checkmark or hit enter.
FOLDER ORGANIZATION: If you already have your transactions in your favorites, you can click and
drag on each transaction and drop them into the particular folder that the transaction pertains to.
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If you need to add transactions to your favorite folders, see instructions below.
Instructions to ADD TRANSACTIONS to your Favorite folders
1.
Click on the folder you want to add a particular transaction to (this
highlights the folder to enter the transaction in).
2.
Go to Favorites at the top of your screen and click for pull down screen.
3.
Click on insert transaction.
3.
Type transaction code example: MK03
4.
Click green checkmark or hit enter.
The transaction will automatically be inserted in the folder you chose.
When you need to complete a particular transaction double click on the folder then
double click on the transaction.
Favorites
Purchasing Folder
Transactions
SAP TRAINING
CHECKMARK the following boxes (this lets you see each screen of information about vendor)
GENERAL DATA
ADDRESS
(checkmark)
PURCHASING ORGANIZATION
PURCHASING DATA
(checkmark)
PARTNER FUNCTIONS
(checkmark)
GO BACK TO VENDOR LINE (first line on screen).
STEP 2:
Check the list of vendors for the correct address that you need to complete your
requisition.
DOUBLE CLICK on the desired line. This automatically returns you to the original screen
and places the VENDOR NUMBER you chose in the VENDOR FIELD.
WRITE DOWN THE VENDOR NUMBER to use when creating purchase requisition.
2.
After paging through all screens for your chosen vendor press yellow arrow button to return to SAP
Easy Access Screen. TO SEARCH FOR ANOTHER VENDOR (follow directions again) or EXIT.
1) Header Notes: (Anything entered in this area will not print on Purchase Order)
a. Enter any internal notes to the Purchasing Department or Purchasing Agent or Release
Person
b. Enter NEW vendor information not in SAP. Include as much of the following information as
possible:
Name, Address, Contact Person, Phone, Fax, E-mail and Web Site.
Item Overview Button:
RELEASE STRATEGY Tab will show if PR has been released by org manager.
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STEP 2
Return to Item Overview
1. Click on the gray box to the left of line 1 (which highlights the line).
2. Next, right click on that line.
3. Click on duplicate from the drop down menu, this will create a duplicate of your
first line (including Item Overview information, Account Assignment tab
information). This creates line 2.
You may continue duplicating the line for as many lines as you need for your order 3, 4, 5 etc.
STEP 3
Next:
Make necessary changes to the short text, quantity, and valuation price fields
on each line you have duplicated.
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IMPORTANT: You may also need to make changes to account assignment tab if you are
charging to different cost centers or G/L accounts for the specific items on each line.
Check the Status tab first to see if a Purchase Order has been created.
If the Purchase Requisition has been converted to a Purchase Order send the
changes to the Purchasing Department DO NOT CHANGE THE
REQUISITION. Otherwise, proceed to make changes and click on the SAVE
button to update your Requisition.
If you do not know the Purchase Requisition number do the following
steps:
- Click on Document Overview On Button
- Click on selection variant icon (looks like 3 dutch tulips)
- Click on my purchase requisitions
- To view the Purchase requisition, click on the appropriate number.
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MELB - Transaction
LIST OF PURCHASE REQUISITIONS AND PURCHASE ORDERS
This transaction displays a list of your purchase requisitions and your purchase orders
entered into SAP.
Double click on the transaction MELB
1.
2.
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- ZM05
In toolbar, click the 8th icon - Microsoft Excel (icon has small x on
it).
Your screen will take you to an excel spreadsheet that you can save to your
hard drive to use as a report tool for your department.
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Display Fields The hidden fields on the right can be moved to the display fields which
will become defaulted personal settings. Above is shown the highlighting of the field
recommended to be moved. Clicking on the single left arrow will transfer these
highlighted fields to the display fields. At a minimum we recommend defaulting
(plant), (material group), (purchasing group) and (req. tracking no.)
Click on Copy icon at the bottom left of the box to complete the transfer.
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The screen above will appear with many of the default values blank.
Purchasing Group From the drop down select Slippery Rock or 700
Account Assignment Category If you only use a fund center default this
category to K. If you only use a grant default this category to G.
Material Group Default this category to 075000
Req. Tracking No. Fund Center (10 Characters) (example for Purchasing:
7011490200). If you have multiple fund centers then enter the one you use
most frequently.
Important: You must click on the save icon at the bottom of the defaults
values to save your selections.
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