Exploring SAP FIORI Applications for Procurement of Materials with Variant Configuration

The following is a list of key features:

• Create new purchase orders from scratch.

• Search for purchase orders and sort, filter and group the list, for example, by supplier, plant, or purchase order date.

• Save your personal filter criteria as a variant.

• Jump into the details of a specific purchase order to review it.

• Edit an existing purchase order. Changes you can make to an existing purchase order depend on the status. For more information, please see the section Editing an Existing Purchase Order in this document.

• Add purchase order items from document.

  You can create purchase order items with reference to one of the following purchasing documents that already exist:

  • A purchase order item

  • An info record

  • A purchase contract item

• Create several schedule lines.

• Assign a purchase order item to a single account or to several accounts. You can distribute costs on a percentage basis.

• Display purchase order commitments.

• Starting with the Create Supplier Invoice tile, you can, for example, do the following:

• Create a supplier invoice. You can also create credit memos, subsequent credits and subsequent debits.

• Choose See More in the General Information section to edit, for example, the Assignment, Item Text, and Header Text fields. After posting, the system transfers these texts into the corresponding Financial Accounting document.

• In addition, you can change the exchange rate that is displayed according to the customizing settings. You can change the exchange rate until you create an invoice item. If you specify a purchase order reference with fixed exchange rate and you create the invoice item, the exchange rate is created automatically for the invoice.

• Create all relevant items for one or multiple purchase order references for which the invoice was received. You can deselect items that are not relevant. In addition, you can create a supplier invoice without a purchase order reference. In this case, complete missing data for the invoicing party, currency, and baseline date.

• You can display consignment items that you have created in the app.

• If Public Sector Management is activated in your system, you can create invoices with reference to purchase orders that contain data for the Funds Management.

• The integration of Transportation Management enables you to use the reference document category Freight Order in the supplier invoice.

• Add G/L account items.

• You can also create a supplier invoice with account assignment to a service order.

• In addition, the field Company Code is available, so that cross company code postings are possible.

• Enter and check the tax data.

• Edit payment terms.

• In the header section of the worklist, you can do the following:

  • Filter the number of supplier invoices by entering a value in one or more selection fields.

  • Create your own filter variant.

  • Hide the filter bar.

• In the worklist header row, you can do the following by using the Settings icon:

  • Sort supplier invoices by different criteria.

  • Hide or show columns in the worklist.

• In addition, you can export the search result data to a spreadsheet.

• In the worklist, you can navigate to the details of a specific supplier invoice.

• Depending on the status, you can, for example, do the following:

  • Status Posted: You can navigate to the supplier invoice. You can review the detail data and reverse or release the supplier invoice.

  • Status Held: You can navigate to the supplier invoice. You can choose the Edit function, and you can change the data and simulate, hold, or post the supplier invoice.

  • Status Draft: You can navigate to the supplier invoice. You can complete the detail data and simulate, hold, post, or discard the supplier invoice. Supplier invoices with the status Draft are sent out by suppliers using the Business Network or external applications.

  • A supplier invoice with status Draft can contain incomplete items, if the data retrieved automatically from an external supplier invoice is erroneous or incomplete. You can correct an incomplete item, and you can also assign a purchase order item. After checking the incomplete items, you can trigger the creation of real invoice items. The incomplete items are discarded when a real invoice document is created. You cannot delete an incomplete item.

  • Status Draft (Personal): Supplier invoices with the status Draft (Personal) are created whenever you start entering an invoice with the Create Supplier Invoice tile. In the supplier invoice list, the supplier invoices with status Draft (Personal) are only displayed for your user. The status Draft (Personal) allows you to open the invoice draft in several views at the same time.

  • Status With Errors: For more information, see Electronic Invoices - Status 'With Errors'.