Sap Requisition

SAP Requisitions
Requisitioner MM_REQ_300
Table of Contents
Course topics are hyper-linked to respective slides !" desired click on topics to quick-#u$p to that section
Note: Must be in Presentation mode to use hyper-link functionality (Press F5 to begin). %hat is SAP Requisition& Slide '
%ho Should Receive Requisition Training& Slide ( %hen are Requisitions )sed& Slide * +o, Requisitions -i""er "ro$ .ther /ethods Slide 0 +o, to 1no, Requisition is the Right /ethod&Slide 2 3ote4 Purchase o" +ealthcare !te$s Slide 5 SAP Roles Slide 6 Role Co$7inations Slide 10 Training Require$ents "or -epart$ental Roles Slide 11 SAP 8eneral Process Flo, Slide 12 )nderstanding Transaction Codes Slide 1' 9endor .vervie, Slide 1( :egin Requisition Process Slide 1* Requisition /a#or Sections Slide 16 Personal Settings Slide 2( Create Requisition Slide 22 Select Account Assign$ent Category Slide 26 Select 9endor Slide '0 Co$plete ;ine !te$ .vervie, Slide '2 -etails Section < Set Account Assign$ent Slide '' -etails Section < Te=t 3otes Slide '( -etails Section < -elivery Address Slide '* Create Attach$ent Slide '5
SAP Requisition Training - Fall 2012
What is SAP Requisition?

SAP Requisition is the )niversityBs "or$al procure$ent
syste$ "or )1 +ealthCareC College o" /edicineC and Facilities areas using Plant /aintenance DP/E -epart$ental sta"" enter requisitions into SAP "or purchase o" needed goods and services "or their areas Follo,ing approval requisitions are processed into purchase orders 7y the Purchasing -ivision and placed ,ith vendors
SAP Requisition Training - all !0"!
eturn to !able of "ontents
Who Shoul# Re$ei%e SAP Requisition Training? Any persons authoriFed to per"or$ procure$ent "unctions ,ithin the "ollo,ing areas4 )1 +ealthCare College o" /edicine Facilities areas using Plant /aintenance DP/E
This includes ad$inistrativeGother sta"" or "aculty conducting purchases on 7ehal" o" their depart$ents or units &ote4 The acade$ic ca$pus sector has transitioned to Su''lier Relationshi' Manage(ent )SRM* as its "or$al procure$ent syste$ SR/ is an SAP product that "acilitates e-procure$ent o" goods and services via a ,e7-7ased plat"or$ The a7ove areas ,ill transition to the SR/ syste$ during the "orthco$ing Phase !! o" i$ple$entation
:eing the are "or$al procure$ent syste$ "or )1 +ealthCareC When SAP Requisitions +se#?
College o" /edicineC and FacilitiesC the SAP Requisition is used "or the "ollo,ing purchases4 Purchases "or ,hich the dollar a$ount e=ceeds procure$ent card li$its PurchasesC regardless o" a$ountC "or ,hich the vendor does not accept the procure$ent card Any purchaseC regardless o" a$ountC that involves ,ritten agree$ents Co$$odities having special conditions or nature Di e C personal service contractsC leasesC licensed goodsC etc E Purchase o" capital equip$ent Di e C H I2000 costC or H I1000 "or co$putersE
SAP Requisitions di""ers "ro$ other purchase $ethods "or ,hich ,oSAP Requisitions .iffer fro( other Pur$hase depart$ents have delegated authority Metho#s "/ Pro$ure(ent $ar# < )sed "or purchase o"4 /ost s$all dollar operational goods and services ,ith total cost J I*000 >quip$ent ,ith ite$ cost J I2000C co$puters J I1000 D>=ception4 Purchase o" -ell co$puters is allo,a7le "or orders up to I*000 on procure$ent cardE !te$s involving no special conditions or ,ritten agree$ents !/ Pa0(ent Request .o$u(ent )PR.* < )sed "or processing pay$ents "or select goods and services that are usually o" a discretionary nature or "or ,hich little or no Purchasing policy appliesC e g C speaker "eesC govern$ent "eesC a,ardsC patient rei$7urse$entsC etc Accounts Paya7le holds responsi7ility "or the PR- progra$ &ote4 So$e areas De g C +ospitalC FacilitiesC etc E have restrictions on usage o" the procure$ent card "or $any purchases and require the requisition as their purchase $ethod o" choice SAP Requisition Training - Fall 2012 eturn to !able of "ontents
,o- .o 1 2no- SAP Requisition is the Right Metho#?

The Purchasing G AP Kuick Re"erence dictates the correct $ethod 7y co$$odity type and can 7e "ound on the Purchasing ,e7site at4 http4GG,,, uky eduGPurchasingGdocsGquickre"guide pd"
&ote3 Pur$hase of ,ealth$are 1te(s

1('ortant note for hos'ital requisitioners that -ill or#er health$are-relate# goo#s an# ser%i$es3 A di""erent requisition type $ay 7e applica7le ,hen purchasing ite$s "or hospital areas So$e co$$odities De g C capital equip$entC $edical suppliesC etc E require a @L:A requisition type ,hen creating an order Additional in"or$ation regarding this can 7e "ound at4 http4GG,,, uky eduGPurchasingGdocsGF7n7$atri= pd" The guide on the a7ove link sho,s co$$odities "or ,hich the L: requisition type is required This course ,ill sho, ho, to set the L: requisition type at the appropriate step L: requisitions are not applica7le to College o" /edicine or Facilities
SAP Roles
;evel SAP Role Role -escription Responsi7le "or creating a @RequisitionA to purchase goods andGor services "ro$ a particular supplier Approves Requisitions "or their depart$ent or area Responsi7le "or university,ide contracting processes "or various co$$odities Con"ir$s physical receipt o" goodsGservices in satis"actory condition Posts invoices against purchase orders
Corresponding SAP docu$ent type Requisition
-epart$ent -epart$ent G College G )nit Purchasing
Requisition er Approver :uyer
-Purchase .rder
-epart$ent Accounts Paya7le Dor +ospital AccountingE
8oods Receiver
8oods Receipt
--
!nvoice Receipt
Role Co(binations
1n or#er to (aintain $he$4s an# balan$es there is a li(it on the nu(ber an# stru$ture of roles an0 one 'erson (a0 hol#/ The follo-ing (atri5 sho-s all 'er(issible $o(binations for %arious 'ro$ure(ent roles -ithin my+2/
The sa(e 'erson is not require# to hol# all roles -ithin an0 one o'tion/ The $o(binations refle$t the (a5i(u( roles -ithin ea$h o'tion an0 one 'erson (a0 hol#/ SAP Requisition Training - Fall 2012 10 eturn to !able of "ontents
Training Require(ents for SAP .e'art(ental Roles

Role Requisitioner Training Require$ents Requisitioners are required to take and pass web-based training course //MR>KM'00 < Requisitions via my)1 Training Syste$ Approvers are required to take and pass webbased training course //MSR/MAPPM'00 < Co$7ined Approvers via my)1 Training Syste$ 8oods Receivers are required to take and pass web-based training course //MR>CM'20 < 8oods Receiving via my)1 Training Syste$
Approver
8oods Receiver
SAP 6eneral Pro$ess
lo- )7 Ste's*
1 Create Requisition D-eptE
2 Approval D-ept G )nit G CollegeE
' Purchase .rder Sent to Supplier DPurchasingE
( 8oods Receipt D-eptE
* !nvoice Posting G Check Pay$ent DAccounts Paya7le G +ospital AccountingE
The depart$ent creates requisitions "or ite$sGservicesC ,ith approvalDsE to "ollo, Purchasing processes and places the purchase order ,ith the supplier Along ,ith the purchase orderC goods receipts and invoice postings co$plete the '-,ay $atch and pay$ent releases A pre-encu$7rance is esta7lished ,hen the requisition is createdN the actual encu$7rance is created at point o" purchase order processing
+n#erstan#ing Transa$tion Co#es

Tasks ,ithin the SAP environ$ent are e=ecuted via @Transaction CodesA a k a C T-codes >ach T-code is alphanu$eric and e=ecutes a unique task The "ollo,ing T-codes are pri$arily used 7y requisitioners4 />*13 < Create Requisition ?10' < -isplay 9endor The "ollo,ing T-codes $ay also 7e used 7y requisitioners as neededC 7ut the tasks listed can also 7e e=ecuted "ro$ ,ithin the />*13 screen "or convenience purposes4 />*23 < Change Requisition />*'3 < -isplay Requisition />2'3 < -isplay Purchase .rder
8en#or 9%er%ieThe )niversityBs 9endor -ata7ase is $anaged 7y the Purchasing -ivision The data7ase contains an entry "or every vendor ,ith ,ho$ the )niversity conducts 7usiness via purchase orders and other purchase-related transactions :e"ore a requisition can 7e enteredC the 9endor -ata7ase $ust 7e checked to con"ir$ the vendor entry is listed and ,ith the correct address !" the vendor cannot 7e "oundC they $ust co$plete a 9endor Application For$ and su7$it "or consideration The "or$ can 7e "ound at4 http4GG,,, uky eduGeFor$sG"or$sGvendapp-sap pd" Kuestions regarding the 9endor -ata7ase can 7e sent to4 )1PurchasingOuky edu
:egin Requisition Pro$ess

;ogin to my+2
1 Click ;ink :lue "ro$ the )1 +o$e Page
2 Click my)1 "ro$ the ;ink :lue site
' ;ogin to my)1 using your Aand pass,ord
10 eturn to !able of "ontents
;aun$h Pa#
( Click the ;aunch Pad icon to enter SAP
SAP Eas0 A$$ess

* The SAP >asy Access $enu ,ill appear >nter Tcode />*13 to open the requisition screen
T1P4 Pou can also create custo$iFed "olders and list T-code Favorites that you $ay use repetitively
Requisition Ma<or Se$tions

+eader DTopE
-ocu$e nt .vervie ,
!te$ .vervie, D/iddleE
!te$ -etails D:otto$E
Requisition ;a0out = ,ea#er )To'*

3otes relevant to a requisition can 7e entered +eader notes are "or internal use only
&ote3 +eader notes apply to an entire requisition 3otes speci"ic to individual line ite$s are entered in the !te$ -etails D7otto$E section SAP Requisition Training - Fall 2012
Requisition ;a0out = 1te( 9%er%ie- )Mi##le*

!te$ .vervie, section sho,s ordered ite$s in line ite$ "or$at -ata includes vendorC product nu$7erC descriptionC quantityC priceC etc
Requisition ;a0out = 1te( .etails ):otto(*

!te$ -etails section contains additional in"or$ation such as Account Assign$entC -elivery AddressC etc !n"or$ation can 7e enteredGedited on a line ite$ 7asis Click the upGdo,n 7uttons to $ove 7et,een $ultiple lines
Requisition ;a0out = .o$u(ent 9%er%ie-ocu$ent .vervie, is on the le"t side o" the screen !t displays a record o" requisitions as you create the$
Turning -ocu$ent .vervie, o"" ,ill collapse it "or $ore requisition screen space
Personal Settings
Personal Settings
Personal Settings (ust be $onfir(e# an# setu' for 0our requisition role 'rior to entering 0our first requisition to ensure a su$$essful e5'erien$e/
1 Fro$ the />*13 requisition screen click Personal Setting
2 )nder the -e"ault 9alues ta7 $odi"y settings to $atch ite$s notated in red 7o=es
Personal Settings
!" you are $issing any -e"ault 9aluesC click /ore Fields 7utton to access additional 9alues to $ove into vie,
' Click Save icon ,hen "inished
Create Requisition
Requisition T0'e an# ,ea#er &ote

purchase requisition type and populates 7y de"ault +ospital requisitioners entering type L: requisitions ,ill select L: Req +ealthcare "ro$ the drop do,n
A %en#or quote (ust be obtaine# 'rior to beginning a requisition/ Mu$h of the #ata entere# into the requisition is 1 3: is the standard (irror infor(ation fro( the quote/
Re(e(ber4 !" you are 7uying certain co$$odities "or the hospitalC you $ay need to select L: Req +ealthcare as your requisition type 9isit http4GG,,, uky eduGPurchasingGdo "or $ore in"or$ation
2 !" applica7le enter any relevant notes Requisition header notes are seen internally onlyN they ,ill not print on the purchase order
Sele$t A$$ount Assign(ent Categor0

( >nter Account Assign$ent Category as "ollo,s4 ' >nter line ite$ nu$7er 1 < i" using Cost Center P < i" using %:S ele$ent De g C grantE ? < i" split accounting across $ultiple cost o7#ects
Sele$t 8en#or
* To search "or the -esired 9endorC click the possi7le entries icon to the right 0 >nter a portion o" the vendorBs na$e into the 3a$e 7o= placing DQE on each end
T1P3 !" kno,n the requisitioner can enter other search criteria DcityC postal codeC etc E to re"ine searches and produce 7etter results
2 Click to conduct search
Sele$t 8en#or
5 ;ocate the correct vendor and dou7le click on the entry
&ote4 9endors "or SAP requisitions $ust 7e identi"ied ,ith 8roup LPR. !" the vendor you need is listed ,ith a di""erent groupC contact Purchasing "or assistance
Co('lete ;ine 1te( 9%er%ie6 >nter vendor catalog nu$7er "ro$ the quote 10 >nter short te=t description o" ite$ 11 >nter quantityC unit o" $easureC and price each
12 >nter the Required -elivery date Press >nter ,hen co$plete
.etails = Set A$$ount Assign(ent

There are three tabs -ithin the 1te( .etails se$tion to $o('lete3 A$$ount Assign(ent > Te5ts> an#T1P3 .eli%er0 A##ress/ The 8eneral ;edger
1' Co$plete Account Assign$ent ta7 >nter the 8; Account and Cost Center or %:S >le$ent nu$7er and press >nter The other "ields ,ill populate auto$atically
D8;E Account is an accounting co$ponent that relates to the description o" the goods or services purchased
9'tional4 So$e depart$ents use a statistical internal order nu$7er "or additional accounting controls !" applica7leC it is entered in the .rder 7lank
.etails = Te5t &otes

1( !" applica7le enter te=t notes regarding the line ite$ This $ay include additional specsC etc identi"ied ,ith the line item
&ote3 %hile header notes ,ill not print on the purchase orderC te=t notes at the ;ine !te$ -etails level will print on the purchase order SAP Requisition Training - Fall 2012
.etails = .eli%er0 A##ress

.eli%er0 a##ress is entere# ne5t/ Man0 $a('us #eli%er0 a##resses are liste# in a #atabase/ 1* Click the
Possi7le >ntries icon on the -elivery Address ta7 10 >nter key,ord related to delivery address na$e ,ith DQE on each end
12 Click .1

15 ;ocate and dou7le click on the correct delivery address "ro$ ,ithin the search results
-elivery address populates auto$atically
&ote4 !" you have $ultiple linesC click the Repeat Address on 7utton to copy to all lines

1f 0our $a('us #eli%er0 a##ress is not foun# in the #atabase> 0ou (a0 enter it #ire$tl0 into the for( %ia freehan#/
&ote3 .nly one delivery address is allo,ed per requisition
Create Atta$h(ent
The %en#or quote shoul# be ele$troni$all0 atta$he# to the requisition/
16 Click 7lack triangle on right side o" Services "or .7#ect icon 20 Select Create -ocu$ent in SAP -:
Create Atta$h(ent
21 ;ocate and highlight "ile ,ithin your driveDsE
22 Click .pen to attach
Attach$ent success"ul $essage sho,s at 7otto$ le"t o" screen Attach$ent ,ill e=ecute ,hen docu$ent is Saved
Che$4 for Errors an# Sa%e 2' Click

Check to check "or errors
T1P3 The check 7utton ,ill e=pose any errors that $ay e=ist An error ,ith a red icon $ust 7e corrected 7e"ore saving A yello, icon error is only an advisory and does not require correction
2( !" no errors e=istC click Save icon at top to "inish
Requisition nu$7er ,ill sho, at 7otto$ le"t o" screen
.o$u(ent 9%er%ieClick on the Selection 9ariant and select /y purchase requisitions
.o$u(ent 9%er%ie- hol#s a re$or# of all requisitions 0ou $reate

Requisitions you create ,ill appear ,ithin -ocu$ent .vervie,
.is'la0 Requisition
?ou $an #is'la0 the $ontents of an0 requisition -ithin .o$u(ent 9%er%ie- b0 #ouble $li$4ing on the requisition nu(ber/ This is i#enti$al to Requisition using T-$o#e ME73&/
-ou7leclick any requisition nu$7er enters display $ode
E#it Requisition
A requisition can 7e edited a"ter creation Co$$on edits $ay include4 AddC deleteC or $odi"y line ite$s /odi"y Account Assign$ent Add Attach$ent The requisitioner or approver can edit the docu$ent provided the purchase order has not 7een processed 1('ortant4 The requisition should not 7e edited a"ter the purchase order is created!" !" you have $odi"ications to an order a purchase order a"ter the P. is processedC contact Purchasing "or guidance has 7een processedC
it ,ill appear on the Status ta7 ,ithin the -etails section
E#it Requisition
1 -ou7le-click the requisition nu$7er "ro$ ,ithin -ocu$ent .vervie,
2 Click the pencilGglasses icon to $ove docu$ent into edit $ode Dscreen ,ill turn ,hiteE
E#it Requisition
' /ake changes as needed to the requisition
( Click Save ,hen "inished ,ith edits
Su''le(entar0 Tas4s
A''ro%al
1 -ou7le-click requisition "ro$ ,ithin -ocu$ent .vervie, to display
After the requisition is $reate#> it ne5t (o%es to the A''ro%al 'ro$ess/ A''ro%al status $an be %ie-e# on the requisition/
2 Release Strategy ta7 sho,s approver status Pello, icon $eans docu$ent has not 7een approved
8reen check $ark indicates approval co$pleted and docu$ent has $oved to Purchasing
A''ro%er ;e%els
Multi'le a''ro%als (a0 be require# #e'en#ing on the a(ount of the requisition Total %alue of #o$u(ent ;ess than @"0>000 @"0>000 or greater A''ro%al)s* Require# ;e%el " onl0 ;e%el " A ;e%el !
&ote3 S'e$ial a##itional a''ro%als are require# for 'ur$hases of %ehi$les an# $o('uter equi'(ent/ SAP Wor4flo- auto(ati$all0 routes these to the a''ro'riate s'e$ial le%el a''ro%ers/
1nbo5 9%er%ieAll requisitioners ha%e 1nbo5es/ .o$u(ent-relate# (essages an# other $o((uni$ations (o%e throughout SAP Wor4floto usersB 1nbo5es/
1 Click the !n7o= icon "ro$ the SAP >asy Access screen
9arious co$$unications regarding approvalsC re#ectionsC etc ,ill appear here Requisitioners also receive .utlook noti"ications as requisitions are approved or re#ected 2 Click the %ork"lo, "older ,ithin !n7o=
,o- ,an#le Re<e$te# Requisitions

Requisitions re<e$te# b0 an A''ro%er -ill a''ear -ithin the 1nbo5 of the requisitioner/ SAP also sen#s an 9utloo4 notifi$ation -hen a requisition is re<e$te#/ A re<e$te# requisition (ust be $orre$te# an# re-sa%e#> or #elete# as 1 A re#ected requisition ,ill a''li$able/
appear in the %ork"lo, "older o" the !n7o= +ighlight the docu$ent
2 To edit the re#ected docu$entC click the requisition link sho,ing at the 7otto$ o" the %ork"lo, screen

' The requisition ,ill appear in display $ode Click the glassesGpencil icon to edit
( Click the undo icon to clear the re#ection Screen ,ill turn ,hite allo,ing editing

* Check the header te=ts "or noteDsE "ro$ the Approver as to reason "or re#ection
0 /ake corrections as necessary

2 Click the check icon to con"ir$ ,hether errors e=ist 5 Click Save to "inish edit
>dit success"ul and requisition returns to ApproverBs in7o=
.elete ;ine 1te(s or Entire Requisition

Requisition line ite(s $an onl0 be #elete# if a 'ur$hase or#er has not been 'ro$esse#/ :efore #eleting an0 requisition lines> be sure to $he$4 the Status tab to $onfir( -hether a 'ur$hase or#er has been 'ro$esse#/ 1f nee#e# !" a purchase order $onta$t Pur$hasing for gui#an$e/
has 7een processedC it ,ill appear on the Status ta7 ,ithin the -etails section

Pro%i#e# the status tab #oes not refle$t a 'ur$hase or#er nu(ber> the requisitioner $an #elete so(e or all lines of the requisition/
2 Click the pencilGglasses icon to $ove the requisition to edit $ode
1 -ou7le-click the requisition nu$7er ,ithin docu$ent overvie,
Re(e(ber3 Although T-code />*13 is "or creating requisitionsC it ,ill allo, access to -ocu$ent .vervie, to display or edit requisitions SAP Requisition Training - Fall 2012

' +ighlight the lineDsE to 7e deleted ( Click trash can icon
&ote3 To delete an entire requisition4 highlight all linesC click trash can iconC and click Save
* Click Save icon to "inish
;ine ite$ sho,s deleted
.is'la0 Requisition %ia Sele$t 9ther .o$u(ent

Clicking the .ther Purchase Requisition icon allo,s you to locate and display any requisition >nter docu$ent nu$7erC set radio 7uttonC and click .ther -ocu$ent The requisition ,ill display on the screen
.is'la0 Pur$hase 9r#er %ia Requisition Status Tab

+sers $an #is'la0 'ur$hase or#ers through either the requisition status tab )if P9 is relate# to one of their requisitions* or using the Sele$t 9ther .o$u(ent feature )'ro%i#e# P9 nu(ber is 4no-n*/
To access through Status ta74 -ou7leclick on the purchase order nu$7er
Correspondin g purchase order ,ill display
.is'la0 Pur$hase 9r#er %ia Sele$t 9ther .o$u(ent

1 To access through Select .ther -ocu$entC click icon 2 >nter P. nu$7erC set radio 7utton to P.C click .ther -ocu$ent
Corresponding purchase order ,ill display
8en#or ;oo4u' +sing C203

Requisitioners $an %erif0 -hether a %en#or is $urrentl0 liste# -ithin the 8en#or .atabase = -ithout initiating a requisition = using T-Co#e C203/ 1 >nter T-code
?10' "ro$ SAP >asy Access /enu
2 Click the Possi7le >ntries icon to start search
8en#or ;oo4u' +sing C203
' >nter search criteria as nor$al and click e=ecute
Search results display in ne, ,indo,
Re'orting %ia T-$o#e ME!; = 8en#or

Requisitioners ha%e a$$ess to %arious T-$o#es for re'orting 2 Click to nee#s/
e=ecute docu$ent searches and display results
1 )sing T-code />2; enter various criteria to search docu$ents 7ased on vendor data andGor other criteria
T1P4 Range and $ultiple entry cells return e=tended results i" needed
Re'orting %ia T-$o#e ME!2 = A$$ount Assign(ent
)sing T-code />21 enter various criteria to search docu$ents 7ased on Account Assignment data andGor other criteria Click e=ecute 7utton to display results
T1P4 Range and $ultiple entry cells return e=tended results i" needed
A##itional ,el'ful 1$ons

The ME7" s$reen $ontains other i$ons useful to the requisition $reator/
:lan4 sheet icon starts a ne, requisition Pen$ilDglasses icon toggles requisition 7et,een editGdisplay $ode Dsa$e as />*23G/>*'3E
Refresh icon ,ill re"resh -ocu$ent .vervie, sho,ing latest requisitions created
Wor4ing -ith ERe%erseF Requisitions

So(e t0'es of or#ers 'erfor( better in Ere%erseF for(at/ Re%erse or#ers are entere# as one line ite( -ith a lu(' su( #ollar a(ount for the entire or#er> regar#less -hether the quote has (ulti'le lines/ Re%erse for(at is usuall0 use# for $o('le5 or#ers su$h as furniture or 'rinting/ The0 (a0 also be use# for or#ers that s'an a length of ti(e an# Reverse requisitions are require (onthl0 'a0(ents> e/g/> equi'(ent entered as one line "or the rental/
entire order >nter the total dollar a$ount in the quantity colu$nC ;.T as the unit o" $easureC and 1 00 in the 9al Price 7o=
Conta$t the res'onsible bu0er in Pur$hasing if 0ou are unsure -hether a s'e$ifi$ requisition 0ou 'lan to enter (ight -or4 best in a re%erse for(at/ SAP Requisition Training - Fall 2012
9btaining ,ar# Co'0 of Requisition

There are t-o -a0s of 'rinting requisitions if nee#e#/
1 Click Custo$iFe ;ocal ;ayout 7utton and select +ard Copy "or a print-screen versionC or -
2 Click print 7utton in !te$ .vervie, section "or line ite$ "or$at printout
S'lit A$$ount Assign(ent

A$$ount Assign(ent for an0 line ite( $an be #istribute# a$ross (ulti'le $ost $enters or W:S Ele(ents/
1 For split accountingC select ? as the Account Assign$ent Category
2 %ithin the Account Assign$ent ta7 in -etails sectionC select the type o" split desired Costs can 7e split 7ased on quantity or percentage 7asis
S'lit A$$ount Assign(ent

' >nter the percentage Dor quantityE allocated "or each cost center or %:S ele$ent and 8; co$7ination )p to 66 split account assign$ents can 7e entered
Re(e(ber3 Account in"or$ation is assigned on a line item level in the -etails section The requisitioner $ay assign di""erent accounting co$7inations to each line ite$ 7eing purchased SAP Requisition Training - Fall 2012
%hen creating attach$entsC re"rain inserting special &a(ing Con%ention for "ro$ Atta$h(ents
charactersC such as OC RC IC QC SC TC UC etc into the "ilena$e Filena$es should also not include spaces 7et,een ,ords nor underscores They should 7e na$ed ,ith a purely alphanu$eric "or$at >=a$ples o" suita7le "ilena$es4 /edtechquote1001 pd" Furniturelayout doc >=a$ples o" unsuita7le "ilena$es4 AP! Printing Kuote pd" D"ilena$e includes spacesE FisherUincu7ator I1000 doc D"ilena$e includes special charactersE .nly the "ollo,ing "ile "or$ats are accepta7le as requisition attach$ents4 P-FC ?;SC ?;S?C -.CC -.C?C T?TC T!FC :/PC 8!FC +T/;
&u(bering Con%entions for Pur$hase 9r#ers Purchase orders "ollo, nu$7ering conventions depending on the ca$pus sector in ,hich the requisition originates
P9 &u(ber or(at ('???????? syste$ (*???????? (2???????? Area
Facilities using Plant /aintenance DP/E Ca$pus and +ospital 3: Requisitions +ospital L: Requisitions
Status Tab an# Relate# .o$u(ents

The Status Tab lo$ate# -ithin the .etails se$tion -ill shostatus an# all relate# #o$u(ents )Pur$hase 9r#er> 6oo#s Re$ei't> 1n%oi$e Posting* for the requisition/
Click Status ta7 in 7otto$ -etails Section o" the requisition
Related docu$ents are listed ,ith drill-do,n capa7ility -ou7le-click on docu$ents i" needed to access the$
,o- .eter(ine Assigne# Pur$hasing :u0er

A Pur$hasing :u0er is auto(ati$all0 assigne# to ea$h 'ur$hase or#er/
The assigned 7uyer can 7e "ound in the -etails section on the Contact Person ta7
.iagnosing Pro$ess Proble(s
As an order evolves through the processC the Status ta7 ,ill re"lect ,hether su7sequent docu$ents have 7een created Pro7le$s can 7e "requently diagnosed 7ased on the order status in the process >=a$ple4 %ith the purchase order 7eing in placeC co$pletion o" the 8oods Receipt and the !nvoice Posting co$plete a @'-,ay $atchA allo,ing the check pay$ent to release Co$$on pro7le$s relate to one or $ore o" these tasks 7eing unco$pleted

1 To check ,hether 8oods Receipts and invoices are posted against the purchase orderC click the P. nu$7er "ro$ the requisition Status ta7 The purchase order ,ill display
' 8oods receipts and invoices are posted and $atch the P. quantityC allo,ing check pay$ent !" either is $issingC or there is a $is$atchC the check ,ill not process
2 8o to the !te$ -etails section and click on the Purchase .rder +istory ta7
Sign 9ff
To close requisition screenC click icon in upper le"t corner and select Close
Click Sign ."" to end my)1 session
SAP ,el' Web Sites

Resource Page on Purchasing ,e7 site4 http4GG,,, uky eduGPurchasingGsr$ ht$ Site includes this Po,erPoint "ile availa7le "or re"erence $y+elp < // V Purchasing +elp ,e7 site4 http4GG$y+elp uky eduGr,dG+T/;G// ht$l :oth sites contain Kuick Re"erence CardsC updated and printa7le course $anualsC Re"erence /anualC etc Assistance >$ail4 )1PurchasingOuky edu

Sap Requisition

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Sap Requisition

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SAP Requisitions

SAP Requisition Training - Fall 2012

What is SAP Requisition?

SAP Requisition Training - all !0"!

eturn to !able of "ontents

SAP Requisition Training - Fall 2012

eturn to !able of "ontents

SAP Requisition Training - Fall 2012

eturn to !able of "ontents

,o- .o 1 2no- SAP Requisition is the Right Metho#?

SAP Requisition Training - all !0"!

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&ote3 Pur$hase of ,ealth$are 1te(s

SAP Requisition Training - all !0"!

eturn to !able of "ontents

Corresponding SAP docu$ent type Requisition

-epart$ent -epart$ent G College G )nit Purchasing

Requisition er Approver :uyer

-epart$ent Accounts Paya7le Dor +ospital AccountingE

Training Require(ents for SAP .e'art(ental Roles

SAP Requisition Training - Fall 2012

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SAP 6eneral Pro$ess

1 Create Requisition D-eptE

2 Approval D-ept G )nit G CollegeE

' Purchase .rder Sent to Supplier DPurchasingE

( 8oods Receipt D-eptE

* !nvoice Posting G Check Pay$ent DAccounts Paya7le G +ospital AccountingE

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+n#erstan#ing Transa$tion Co#es

SAP Requisition Training - all !0"!

eturn to !able of "ontents

SAP Requisition Training - Fall 2012

eturn to !able of "ontents

:egin Requisition Pro$ess

eturn to !able of "ontents

2 Click my)1 "ro$ the ;ink :lue site

' ;ogin to my)1 using your Aand pass,ord

SAP Requisition Training - Fall 2012

10 eturn to !able of "ontents

( Click the ;aunch Pad icon to enter SAP

SAP Requisition Training - Fall 2012

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SAP Eas0 A$$ess

SAP Requisition Training - Fall 2012

eturn to !able of "ontents

Requisition Ma<or Se$tions

!te$ .vervie, D/iddleE

!te$ -etails D:otto$E

SAP Requisition Training - Fall 2012

eturn to !able of "ontents

Requisition ;a0out = ,ea#er )To'*

eturn to !able of "ontents

Requisition ;a0out = 1te( 9%er%ie- )Mi##le*

SAP Requisition Training - Fall 2012

eturn to !able of "ontents

Requisition ;a0out = 1te( .etails ):otto(*

SAP Requisition Training - Fall 2012

eturn to !able of "ontents

SAP Requisition Training - Fall 2012

eturn to !able of "ontents

eturn to !able of "ontents

SAP Requisition Training - Fall 2012

eturn to !able of "ontents