Category: SAP MM

SAP MM – Define Number Ranges for Purchase Order (PO)

In the SAP MM tutorial, you will learn how define number ranges for purchase order in SAP step by step.

How to define number ranges for purchase order in SAP

In this activity you define number ranges for purchase order (PO) in SAP based on document types. Each document type has a different number range series and these are client specific settings.

Navigation

You can define number ranges for purchase order by using one of the following navigation method.

Transaction codeOMH6
SAP IMG PathIMG > Material Management > Purchasing > Purchase Order > Define number ranges.

Step 1 : – Execute t-code “SPRO” in SAP command field from SAP easy access screen.

SPRO t-code SAP MAC

Step 2 : – Choose “SAP Reference IMG” from execute project screen.

SAP Reference IMG - mac

Step 3 : – From display IMG screen, follow the navigation path Material Management – Purchasing – Purchase Order and click on IMG activity “Define number ranges”.

Define number ranges in SAP path

Step 4 : – From range maintenance purchasing document overview screen, click on change interval icon as shown below image.

Define Number Ranges for PO new entries

Step 5 : – On maintain intervals screen, click + insert interval icon to define new number range interval for PO.

Insert number range interval PO in SAP

Step 6 : – On insert interval for PO screen, update the following details.

  • No : – Key that defines as number range interval for PO.
  • From No : – Enter the starting number of interval
  • To number : – Enter the last ending number of interval.
  • Ext : – Check this option for external number assignment purpose.

Define Number Ranges for Purchase Order

After you maintain number range interval for po, choose save icon and save the configured details.

Successfully we have defined number ranges for purchase order in SAP MM.

SAP MM – Define Texts for RFQ/ Quotations in SAP

How to define Texts for RFQ/ Quotations in SAP

In this activity you define Texts for RFQ/ Quotations in SAP to display text in the document header. The definition of text type is a cross client object. It involves the following configuration steps

  1. Define text types for header texts
  2. Define text types for item texts

Navigation

You can define text types for item texts in SAP by using one of the navigation method.

Transaction codeSPRO
SAP IMG PathIMG > Material Management > Purchasing > RFQ/Quotation > Texts for RFQ/ Quotations

Define text types for header text

Configuration steps

Perform the following configuration steps for defining the text types for item texts in SAP.

Step 1 : – Execute t-code “SPRO” in command field from SAP easy access.

SPRO t-code SAP MAC

Step 2 : – Choose “SAP Reference IMG” from customizing execute project screen.

SAP Reference IMG - mac

Step 3 : – From display img screen, follow the navigation path Material Management – Purchasing -RFQ/Quotation – Texts for RFQ/ Quotations and choose img activity “define text types for header texts”.

Define text types for header texts SAP

Step 4 : – On maintain text types : header text RFQ/ Quotation screen, choose new entries button for maintaining new header texts in SAP.

Header texts RFQ quotation SAP

Step 5 : – On new entries header texts for RFQ/ quotation maintain the following details.

  • Seq. No : – Enter the sequence number for header texts RFQ/ quotation.
  • Meaning : – Enter the description of header text of RFQ.

Text Types for Item Texts in SAP

Choose save icon and save the configured details.

Define text types for item texts

Step 1 : – Follow the navigation path Material Management – Purchasing -RFQ/Quotation – Texts for RFQ/ Quotation and choose IMG activity “define text types for item texts”.

Define text types for item texts SAP path

Step 2 : – On maintain text types: item texts RFQ/quotation, choose new entries option for maintaining new text items for item texts.

Item texts RFQ quotation SAP

Step 3 : – On new entries item texts screen, update the following details.

  • Seq. No : – Update the sequential number of item texts RFQ/ quotation.
  • Meaning : – Update the description text of sequential number.

Define text types for item texts

After maintaining all the details, choose save icon and save the configured details of text types for item texts.

Successfully we have maintained text types for RFQ/ Quotation in SAP MM.

SAP MM – Maintain Quotation Comments in SAP

In this SAP MM tutorial, you will learn how to maintain quotation comments in SAP using transaction code OMES.

How to maintain quotation comments in SAP

In this activity you maintain quotation comments in SAP for internal comments related to quotations. The comments helps to note in the detailed information on a quotation the action that you have taken against a quotation.

Navigation

You can maintain quotation comments in SAP by using one of the following navigation method.

Transaction codeOMES
SAP IMG PathIMG > Material Management > Purchasing > RFQ/Quotation > Maintain Quotation Comments.

Configuration steps

Perform the following configuration steps for maintaining the quotation comments in SAP.

Step 1 : – Execute t-code “OMES” in command field from SAP easy access screen.

maintain quotation comments tcode SAP

Step 2 : – On change view “Int comments on quotation” overview screen, click on new entries button for maintaining the new quotation comments in SAP.

Comments on quotation new entries SAP

Step 3 : – On new entries quotation comments screen, update the following details.

  • Quotation Comment : – Enter the code that identifies as comments for quotation in SAP.
  • Internal comment: Descr.text : – Update the descriptive text of quotation internal comment.

Maintain Quotation Comments SAP

After maintaining all the required details, choose save icon and save the configured details.

Successfully we have maintained Quotation Comments in SAP MM.

SAP MM – Define Screen Layout At Document Level for RFQ

How to define screen layout at document level for RFQ

In this activity you define screen layout at document level for RFQ (Request For Quotation) in SAP. For purchasing documents and purchase requisition, you need to update the input attributes of fields using field selection key.

The definition of screen layout at document configuration method is same as screen layout at document level for PR.

You can maintain screen layout at document level for request for quotation by using the following navigation method.

Transaction CodeSPRO
SAP IMG PathIMG > Material Management > Purchasing > Request for Quotation > Define screen layout at document level.

Configuration steps

Perform the following configuration steps for defining the screen layout at document level for RFQ.

Step 1 : – Execute t-code “SPRO” in SAP command field as shown below image.

SPRO t-code SAP MAC

Step 2 : – Choose “SAP Reference IMG” from execute project screen.

SAP Reference IMG - mac

Step 3 : – Follow the navigation path: Material Management – Purchasing – Request for Quotation and choose img activity define screen layout at document level.

Step 4 : – On change view “Screen layout: RFQ/ Quotation” overview screen, choose standard field selection “ANA” and click on copy as icon.

Screen layout RFQ new entries SAP

Step 5 : – On change view “screen layout RFQ/ Quotation details of selected set” rename the field selection group from ANA to new key and description as per the requirements of project. After you update the details, press enter to continue.

Define Screen Layout At Document Level for RFQ

Step 6 : – Now double click on newly created field selection group key.

field selection group key RFQ

Step 7 : – On Maintain Table T162: Field selection groups, choose the required field selection group to update the required details.

Field Selection groups RFQ

Step 8 : – After you choose the field selection group, make the required change for required entry, optional entry and display.

Field selection group SAP Quotation

Similarly make the changes for other field selection group and save the configured details.

Successfully we have defined screen layout at document level for RFQ in SAP MM.

SAP MM – Define Document Types for RFQ/ Quotation

How to define document types for RFQ in SAP

In the activity you define document types for RFQ (Request For Quotation) as the SAP system management RFQ as document. You can group RFQ into any number of document types in SAP.

Note : – The definition of document type for RFQ is similar to configuration of document types for purchase requisition.

Document controls the following functions: 

  • Item number range interval
  • Defines allows item categories
  • Links Purchase requisition- document type
  • Field selections

You can define document types for RFQ  by the following navigation method.

Transaction CodeSPRO
SAP IMG PathIMG > Material Management > Purchasing > RFQ/ Quotation > Define document types

Configuration steps

Perform the following configuration steps to define document types for RFQ in SAP MM.

Step 1 :– Execute T-code “SPRO” in command field from SAP easy access screen.

SPRO t-code SAP MAC

Step 2 : – Choose SAP Reference IMG” from customizing execute project screen.SAP Reference IMG - mac

Step 3 : – From display Img screen, follow the navigation path Material Management – Purchasing – RFQ/ Quotation and choose IMG activity “Define document types”

Step 4 : – On document type request for quotation change, you can choose copy as function or new entries function for creation new document types for RFQ. Click on new button.

Document Types for RFQ new entries

Step 6 : – On new entries of document type screen, update the following details.

  • Type : – Update the two digits key that defines as document types for RFQ
  • Doc. Type Description: – Update the descriptive text of RFQ document type.
  • Itmlnt: – Update the item interval for RFQ, if the item interval is 10 then the RFQ line item starts with 10, 20, 30… and so on.
  • NoRgeInt :  – Assign the internal number range interval for RFQ document type.
  • NoRge Ext : – Assign the external number range interval for RFQ document type.
  • Field Selection : – Update the field selection key for the new document type from the list (Press function key F4 for list).

Define Document Types for RFQ - Quotation

Step 7 : – Choose the document type AB and double click on allowed item categories.

Allowed item categories - RFQ document SAP

Step 8 : – On Admissible item categories for document type AB request for GP Bid screen, choose new entries button to define new item categories.

Item categories for document type AB

Step 9 : – On new entries item categories screen, choose item category from the list as per requirements and press enter.

Item categories in SAP

Step 10 : – Now choose the standard item category and double click on “link purchase requisition – document type”

Link purchase requisition - document type RFQ configuration

Step 11 : – On change view “link purchase requisition – document type” overview screen, choose new entries button.

Link PR - document type RFQ new entries SAP

Step 12 : – On new entries screen, maintain the required purchasing document type and save the configured details.

Document Types for RFQ: Quotation - Link PR

After maintaining all the required details for RFQ document type, choose save icon and save configured details.

Successfully we have defined document types for RFQ in SAP MM.

SAP MM – Define Number Ranges for RFQ / Quotation

In this SAP MM tutorial, you will learn how to define number ranges for RFQ (Request for quotation) and quotation in SAP by using transaction code “OMH6”

How to define number rages for RFQ

In the activity you define number ranges for RFQ (Request for Quotation) as internal number ranges according to the document type. The number ranges are maintained for RFQ at client level.

You can define number ranges for RFQ by using one of the following navigation method.

Navigation

SAP Transaction CodeOMH6
SAP IMG PathIMG > Material Management > Purchasing > RFQ/ Quotation > Define number ranges.

Configuration steps

Perform the following configuration steps for maintaining the number ranges for request for quotation in SAP MM.

Step 1 : – Execute SAP t-code “OMH6” in command field from SAP easy access screen.

Number Ranges for RFQ tcode SAP

Step 2 : – On range maintenance purchasing document screen, choose change interval icon.

Range maintenance purchasing RFQ document

Step 3 : – On maintain intervals : purchasing document for RFQ, click on insert link icon (Function Key F6).

Maintain number ranges for RFQ in SAP

Step 4 : – Now update the following details

  • No: – Update the key that identifies as number range interval key for RFQ.
  • From No : – Update starting number of number range interval of Request for quotation
  • To Number : – Update last number of number range interval of RFQ.
  • NR Status :  -By default NR status is 0
  • Ext : – If you choose Ext option, than the this number range interval is applicable external number assignment, leave this field as blank so the system automatically generate document number as interval number range.

Define Number Ranges for RFQ in SAP

After maintaining the required details for number ranges, choose save icon and save the configured details.

Similarly maintain number ranges for external purchasing document and it is recommended to maintain 10 digits number for al external purchasing documents in SAP.

Successfully we have defined number ranges for RFQ/ quotation in SAP MM.

SAP MM – Set up Authorization Check for G/L Account

How to set up authorization check for G/L account in SAP

In this activity, you set up authorization check for g/l account in SAP during creation of purchase requisition. In real time business scenario when you are creating PR in SAP, the corresponding general ledger account (G/L) is need to be enter in purchase requisition. The SAP system automatically checks whether SAP user has an authorization for posting to a specific account in SAP.

You can set up authorization check for G/L account in SAP by using the following navigation method.

 SAP Transaction CodeSPRO
 SAP IMG PathIMG > Material Management > Purchasing > Purchase requisition > Set up authorization check for G/L account.

Configuration steps

Perform the following steps for setting the authorization check for G/L in Purchase Requisition.

Step 1 : – Execute t-code “SPRO” in command field from SAP easy access screen.

SPRO t-code SAP MAC

Step 2 : – Choose “SAP Reference IMG”

SAP Reference IMG - mac

Step 3 : – From display IMG screen, follow the navigation path as Material Management – Purchasing – Purchase requisition and click on choose img activity Set up authorization check for G/L account.

Step 4 :  – On change view “G/L account authorization check in requisition” overview screen, choose position option and enter your company code in the given entry field company code. So the your company code display on top of the screen and you can easily setup authorization checks for general ledger account in SAP.

Authorization Check for G:L Account company code

Now check the purchase requisition check box for the company codes to check the authorization for G/L account.

Set up Authorization Check for G:L Account in SAP MM

After you have done authorization check box of purchase requisition, choose save icon and save the configured details.

Successfully we have done authorization check for G/L account in SAP MM.

SAP MM – Define Text Fields for Purchase Requisition

In this SAP MM tutorial, you will learn how to define text fields for purchase requisition (PR) as per requirements of an organization.

How to define text fields for purchase requisition in SAP MM

In this activity you define text fields for purchase requisition document in SAP MM i.e text elements as per requirements of project. Text elements are determined at document header level and table is a cross client.

Configuration steps

You can define text fields for purchase requisition in SAP by using the following navigation method

Transaction codeSPRO
SAP IMG PathIMG > Material Management > Purchasing > Purchase requisition > Texts for purchase requisition > Define text types.

Perform the following configuration steps for maintaining the text elements in SAP system.

Step 1 : – Execute t-code “SPRO” in command field from SAP easy access screen.Transaction code SPRO- IMG

Step 2 : – Choose SAP reference IMG”

customizing execute project IMG SAP

Step 3 : – From display IMG screen, follow the navigation path Material Management – Purchasing – Purchase Requisition – Texts for Purchase requisition and choose img activity “Define text types”.

Step 4 : – On change view “item texts purchase requisition overview screen, choose new entries button to define new text elements for purchasing requisition in document in SAP.

Text Fields for PR New entries SAP

Step 5 : – On new entries text fields overview screen, enter the following details.

  • Seq No: – Enter sequence number code, that defines as text field for purchasing requisition in SAP
  • Meaning: – Update the descriptive text of item text.

Define Text Fields for Purchase Requisition

After maintaining all the required details for item text, choose save icon and save the configured details.

Successfully we have defined text fields for purchase requisition in SAP MM.