Analyzing Special Aspects in Customizing

The following settings are possible on the individual tabs:

• Indicators tab:

  On the Indicators tab, you can influence the default values for the Info record update indicator in purchase orders and quotations. If the user data does not contain an EVO parameter, the Info record update indicator is preselected in purchase orders as the default setting. In quotations, the default setting is that the Info record update indicator is not preselected.

  If you set the Order acknowledgment requirement indicator, the Order acknowledgment req. field is the default when you create a purchasing document. You can make separate settings for purchase orders, contracts, and scheduling agreements.

• Overview Screens tab:

  On the Overview Screens tab, you can specify whether the overview screens for entering document items in Purchasing have a two-line display (step loop technique) or a one-line display (table control technique).

  Hint

  Use of the step loop technique is not supported in the Enjoy transactions.

• Fast Processing tab:

  If you have set the Select All indicator, when you create a document using a template, all items in the template document are already selected for transfer to the new document.

  By selecting the Assign and Edit Purchase Requisition checkbox in the Adopt all screen area, you specify that the assigned requisition items are to be automatically adopted in the relevant purchasing documents. This setting affects the Assign and Process transaction for purchase requisitions and the conversion of requisitions to purchase orders from the current stock/requirements list or MRP list.

  If you have not set the indicator, when you convert the purchase requisitions into purchase orders, the purchase requisition items are copied to the document overview. The purchase requisition items then have to be copied from the document overview to the purchase order.

• Addl Screens tab:

  The Change doc. type when saving req. indicator enables you to switch the document type within the transaction Purchase Order → Create → Vendor Unknown when saving items as purchase requisitions. For example, when creating a purchase order using the transaction Purchase Order → Create → Vendor Unknown, you enter the desired order type for the purchase order on the initial screen. The document type also applies to items that are saved not as a purchase order, but as a purchase requisition. However, if the document type used does not exist for purchase requisitions, you cannot save the items. Setting the Change doc. type when saving req. indicator opens a dialog box in which you can reselect the document type to appear when you save the items as purchase requisitions.

  The Detailed Information indicator in the Availability check for stock transfers screen area determines whether or not detailed information regarding the availability of a material is shown when you create a stock transfer order using the ME27 transaction. If you create a stock transfer order using the ME21N transaction, you can access the detailed information through Environment → Availability, irrespective of the indicator setting.

• Price Adoption tab:

  You can use the EVO parameter to prevent a price from being pulled from the last purchase order as a default value.

  The Manual price becomes gross price indicator prevents a manually entered gross price from being overwritten by the price from the last purchase order. However, this applies exclusively to the gross price condition type. All other condition types are still copied from the last purchase order.

• Source Determination tab:

  The indicators for automatic source determination control the relevant default value in the following transactions: Create Purchase Requisition and Purchase Order → Create → Vendor Unknown.

  If you have set the Check Delivery Date indicator, in the course of automatic source determination, the system proposes only those sources that can deliver on the desired date. In doing so, it takes the planned delivery time and purchasing department processing time into account.

  Caution

  The settings in the EVO user parameter (such as Check Delivery Date) are not taken into account in the planning run.

You can create the EVO user parameter in Customizing for Materials Management under Purchasing → Environment Data → Define Default Values for Buyers.

To control the use of plant-specific conditions, you create the relevant settings in Customizing for Purchasing (condition control). These settings determine the user-independent status of the Info record update indicator in the ME21N transaction.

The settings determine the status as follows:

• To create conditions with or without a plant (blank indicator), set the status of the Info record update indicator as C. This status means that an info record at a purchasing organization level will be created if no such record yet exists. If a plant-specific or purchasing organization level info record already exists, it is updated.

• To create conditions only on a plant-specific basis (+ indicator), set the status of the Info record update indicator as B. This status means that a plant-specific info record will be created if no such record yet exists. An existing info record for the plant is updated.

• If you do not want conditions to be created on a plant-specific basis ( – indicator), set the status of the Info record update indicator as A. This status means that an info record at a purchasing organization level will be created if no such info record yet exists for the relevant organization. An existing info record will be updated.

You can maintain the general settings of the Info record update indicator for the ME21N transaction in Customizing for Materials Management under Purchasing → Conditions → Define Condition Control at Plant Level.