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1、 Purchase Orders and Follow- On Functions With Batches, QM and Sample Admin. 采购订单及带批次、QM、抽样管理的后续功能PurposeIn this process, you order a material, post the goods receipt for the purchase order, and then settle the order.在这个过程中, 你将订购一个物料, 为采购订单收货过帐, 以及作订单的结算.You can find more information about
2、 this process under .Process FlowYou can find the data for this process under .1. Creating a Purchase Order2. Posting the Goods Receipt for the Purchase Order3. Entering the Invoice Additional Process Information This process demonstrates a one-time order. A material procurement could also
3、 be the result of a process chain triggered by materials planning. There are various other types of purchase orders and outline agreements in the Purchasing application. This process reduces procurement to only the most fundamental steps of external materials procurement in the R/3 System. To do thi
4、s, we uses the basic form of a purchase order document, the standard purchase order. The settings in the material master record ensure that a goods receipt is automatically posted to the inspection stock and that an inspection lot is generated. Data Used During This Process FieldDataVendor
5、1006Order typeNBPurchasing organization1000Purchasing group008Plant 1100Storage location0001Material300-130 Creating a Purchase Order 1. Call up the transaction as follows:Menu PathFrom the Materials Management node, choose Purchasing ® Purchase Order ® Create ® Vendo
6、r/Supplying Plant KnownTransaction CodeME21N2. On the Create Purchase Order screen, enter the following data:FieldDataStandard POVendor1006 or Blacks AGDocument dateToday's date (default)3. Choose .4. If necessary, you can expand the header data area by choosing Header.5. On the Org.data tab pag
7、e, enter the following data:FieldDataPurchasing organization1000Purchasing group008Company code 10006. If necessary, expand the item overview area, by choosing Item overview.7. Enter the following data:FieldDataMaterial300-130PO quantity1000C (Category of delivery date)D (day format)Delivery dateOne
8、 month from today's dateNet priceAny pricePlant 1100Storage location0001 8. Choose .It is possible that the material already has an info record, which overwrites the amount you have just entered.9. Choose .The system confirms the posting and assigns a purchase order document number. Make a note
9、of this number.10. Choose . Posting the Goods Receipt for the Purchase Order 1. Call up the transaction as follows:Menu PathFrom the Inventory Management node, choose Goods Movement ® Goods Receipt ® For Purchase Order ® PO Number Known.Transaction CodeMIGOThe Goods Receipt
10、Purchase Order <User> screen appears.2. Enter the following data:FieldDataPurchase orderYour purchase order number3. Choose .The system copies the header data of the purchase order into the header data area of the GR document.The purchase order items appear in the GR item overview.The PO numbe
11、r you entered appears in the Current purchase order field, and the PO number field is once again ready to accept input. If you click on individual items, the system displays an item data screen (allowing you to change the incoming quantity, for example).4. In the header data area of the General tab
12、page, enter the following data:FieldDataDocument dateToday's date (default)Posting dateToday's date (default)5. Select your item, then choose the Where tab page at the bottom of the screen to check your organization data.6. If necessary, enter the following data:FieldDataMovement type101 (Go
13、ods receipt)Plant Berlin or 1100Storage locationOutbound warehouse or 00017. On the Quantity tab page, enter the following data:FieldDataQuantity in unit of entry50 CAN8. Choose .The system automatically converts the quantity of containers (50) into the unit of measure recorded for this material in
14、the warehouse.9. In the item overview area, select OK for your item.If the OK indicator in the item overview area is not active, either close the item detail area or select Item OK in the lower part of the item detail area.10. In the upper part of the screen, choose Post .The system confirms the pos
15、ting and assigns a material document number. Make a note of this number.You have thus increased the warehouse stock and generated an inspection lot.11. Choose until the overview tree appears.PS. 此时物料已过帐到质量检验库存, 但同时也算是公司自有库存, 因为此时会计凭证已经产生, 并且紧接着下一步可以做发票校验. 但如此一来, 会存在一个问题, 就是如果先做了发票校验, 然后进行QM质检, 当发生品质
16、不合格退货时, 是否会导致发票也被冲销或需要先冲销发票再退货? 下面来证实一下. Entering the Invoice Procedure1. Call up the transaction as follows:Menu PathFrom the Purchase Order node, choose Follow-On Functions ® Logistics Invoice VerificationTransaction CodeMIRO;MR3M2. Choose Switch company code.In the Enter Comp
17、any Code dialog box, the system displays the company code that is currently active for invoice verification. This refers to the company code last used by the user.3. If required, enter the following data:FieldDataCompany code 10004. Choose .5. In the field directly above and to the left of the item
18、overview, use the input help to choose Purchase order/scheduling agreement (if it does not already appear as the default text) .You can also use this activity to enter invoices with reference to a delivery note, for example. The system proposes the value last entered by the user in each case.6. On t
19、he Basic Data tab page, in the header data area, enter the following data:FieldDataDocument dateTodays datePosting dateToday's date (default)Tax amount, right-hand fieldDomestic input tax 16%To the right of the Purchase order/scheduling agreement input fieldYour purchase order number7. Choose .I
20、n the item overview, the system displays the purchase order data, as well as the net amount in the balance field that is required to calculate the gross amount. The traffic light for the Balance field is red.The value of the goods delivered plus VAT is normally entered on the invoice sent to you by
21、the vendor. In this process, we simulate this procedure and determine the invoice amount ourselves.8. Choose the Tax tab page.9. Enter the following data:FieldDataCalculate taxSelectWhen you activate Calculate tax the system displays the gross amount in the balance field. The corresponding tax porti
22、on appears in the Tax amount field.If you have selected the tax code No tax procedure, or A/PSales tax exempt, the Tax amount field contains the value 0. In this case, the Balance field contains the net amount.10. Choose the Basic data tab page.11. Enter the following data:FieldDataAmountGross amoun
23、t determined (On the item line)Select 12. Choose .When you confirm your entries, the traffic light to the left of the Balance field changes to green.In this example, we assume that the invoiced amount equals the calculated amount.13. Choose .The system confirms with the message Document no. # c
24、reated.The invoice is initially blocked for payment. Possible reasons include variances (settlement date too early, for example), or sporadic "control blocks". From a logistical perspective, the procurement process has been successfully completed. To display blocking reasons on the Post In
25、voice Document: Initial Screen choose Invoice document ® Display. The Invoice/ Credit Memo XXX, Display Item List screen appears, showing the invoice items. Click twice. The blocking reasons are now listed in the line item.Possible reasons for blocking an invoice include:MQuantity varianceToo l
26、ittle deliveredPPrice variancePrice/invoice amount too highDDelivery date varianceDelivery too early/too late14. Choose . 附: QM Inspection process 1. 记录检验结果:MIGO: 显示物料凭证QA03: 显示检验批QE01: 记录检验结果QP01: 创建检验计划PS. 如果未存在任何有关物料的检验计划, 则需要新建一个, 但值得清单的是, 现在的情况是先收货, 再创建检验计划, 而正常情况下则是先创建检验计划, 然后才可以收货, 所以现在创建新的检验计划时, 关键日期需要比收货日期提前, 否则可能无法查找到检验清单2. 检验结果用途决策: