Exploring SAP Apps for Service and Material Procurement

• Manage Purchase Orders

• Manage / Create Supplier Invoice

• Monitor Purchase Order Items

• Manage Purchase Orders

• Manage Workflows for Service Entry Sheets - Lean Services

• Monitor Log for Service Entry Sheet Generation

• Schedule Purchasing Jobs - Advanced

• Manage / Create Supplier Invoice

• Manage Purchase Requisitions - Professional

• Manage Service Entry Sheets - Lean Services

• Manage / Create Supplier Invoice

Manage / Create Supplier Invoice

• Manage Purchase Orders

• Post Goods Receipt for Purchasing Document

• Manage / Create Supplier Invoice

• Manage Purchase Orders

• Post Goods Receipt for Purchasing Document

• Manage / Create Supplier Invoice

• Supplier Invoices List

• My Purchase Requisitions - New

• Manage Purchase Requisitions - Professional

• Manage Purchase Orders

• My Purchasing Document Items

• Post Goods Receipt for Purchasing Document

• Material Documents Overview

• Manage / Create Supplier Invoice

• Manage Purchase Orders

• My Purchasing Document Items (SAP S/4HANA)

• Post Goods Receipt for Purchasing Document)

• Manage Profit Centers

• Manage / Create Supplier Invoice

• My Inbox - All Items

• Supplier Invoices List

• Supplier Invoices List

• My Inbox - All Items

• Clear GR/IR Clearing Account

• Display/Cancel Account Maintenance Document

With this app, you can get an overview of all existing contracts. You can create new contracts with a specific validity time frame and a target quantity or a target value. You can also renew contracts for which the target quantity or target value has been reached. Note that you can only access contracts if you have authorizations for the respective purchasing group, purchasing organization, and purchase contract type (quantity contract and value contract). You can create a contract template, enabling you to reuse data from the template whenever you create a new contract. In addition, you can check the contract value that has been consumed so far by all the release orders issued against this contract, along with the release order details. You can display the contract leakage percentage. Contract leakage is a KPI that identifies the spend of purchase orders that do not have a contract reference, although an existing contract could have been used.

• Search for purchase contracts based on different criteria, such as creation date, validity status, attention required, and so on.
• Create purchase contract templates, which will further enable you to reuse data whenever you create new purchase contracts.
• Create value contracts or quantity contracts. When creating a purchase contract, you can:
  • Provide header details, delivery details, payment terms, references, conditions, partner, notes, attachments, and so on.
    Note

    Please refrain from adapting custom fields in the section Header Information. The fields in this section are displayed in the header of the document and are predefined. Custom fields added to this section will not be visible in the display mode.

  • Add items in either the flat list or the hierarchy list.
    • A flat list is a linear view of items in a purchase contract. A flat list can only consist of functional items that need not be arranged in any structured order. It cannot contain groups of items; therefore item sets cannot be added to flat lists.
    • A hierarchy list is a hierarchical view of items in a purchase contract. A hierarchy list can contain item sets and functional items arranged in a structured order. For more information on creating items in the hierarchy list, see section Item Hierarchies in Purchase Contracts.

    Furthermore, you can provide item details, such as quantity, price, conditions, supplier confirmation control details, GR/IR control details, account assignment, delivery address details, notes, attachments, and so on.

• Provide the Incoterms Version. An incoterms version is an edition containing a list of international terms for transportation that is defined by the International Chamber of Commerce (ICC).
• Assign an item category to an item in a purchase contract.

  You can create items for a purchase contract with the following item categories:

  • Standard
  • Consignment (K)
  • Material Group (W)
  • Subcontracting (L)
    Note

    • Consignment (K): In consignment processing, the vendor provides materials and stores them on your premises. The vendor remains the legal owner of the material until you withdraw materials from the consignment stores. Only then does the vendor require payment. The invoice is due at set periods of time, for example, monthly. In addition, you can also arrange with the vendor that you take over ownership of the remaining consignment material after a certain period
    • Material Group (W): This item category is recommended for materials belonging to the same material group, but with different prices. When you create an item for a purchasing document, you enter the short text (description) and material group; however, you cannot mention the price. The price and material number cannot be specified until a release order is created against the purchasing document.
    • Subcontracting (L): This item category is a form of procurement where the required product is manufactured by a supplier (in this case the subcontractor) to whom you provide certain components. You can provide these components either directly from one of your plants, or indirectly through one of your suppliers. Using the provided components, the subcontractor completes the manufacturing process and delivers the required product to the ordering party.
    Note

    • When you choose item category Consignment, the fields Account Assignment and Net Price will not be applicable for purchase contract items, and hence are unavailable on the item page.
    • The item category Material Group is only applicable for value contracts.
    • The item category Subcontracting is only applicable for contract types MK and WK. It is also only applicable for the following account assignment categories:
    • • Project (P)
      • Unknown (U)
      • You can link purchase requisition (PR) item category to follow-on contract item category, using the configuration step Define Document Types for Contracts.

    For example, if you link a PR item category Standard to a contract item category Material Group, then the follow-on contract items created from the PR with item category as Standard will only accept Material Group as the item category. If another value is selected, an error message is displayed after clicking on Create.

• Maintain the field to update the info record at the item level of a purchase contract.

  The info record determines prices and conditions that the system automatically suggests when you are creating purchase contract items. An info record, and subsequently the prices and conditions it contains, can apply to an entire purchasing organization or to a single plant within a purchasing organization. For example, if you create a purchase contract for a plant for which an info record has been defined at plant level, the purchase contract is based on the conditions in the plant info record and not on the conditions that apply to the entire purchasing organization.

  The value you select for this field determines how the info record is updated with respect to plant-level info records. The following values are available:

  • No update: The info record is not updated.
    Note

    During the creation process, choose this option avoid the creation of an info record.

  • Update with or without plant: If an info record exists at plant level, it is updated. Otherwise an info record is updated at purchasing organization level.
  • Update with plant (if no plant ban): If plant conditions are allowed for the plant, an info record is updated at plant level.
  • Update without plant (if no plant requirement): If plant conditions are not necessary for the plant, an info record is updated at purchasing organization level.

    The fields Info Record Number and Info Record Update are visible only for item categories Standard, Consignment, and Subcontracting.

• Create purchase contract items for materials or services.

  You can enter the ID of a product master data in the Material field or you create a free-text item for the required materials or services by entering a short text.

  The Product Type Group defines whether the product master data(*) or the free-text item is a service or a material.

  (*The product type group is assigned to a product master data via the material type.)

• Maintain the shipping instruction for each item.
  Note

  If material or plant are filled after maintaining the shipping instruction, the shipping instruction is overwritten by the respective master data as it takes precedence over manual entry.
• Indicate if a purchase contract item is a catalog-relevant item.

  You can specify if a purchase contract has catalog-relevant items at the header and item levels. The header-level checkbox Catalog Relevant is only used to default items as catalog-relevant items during their creation. The item-level indicator Catalog-relevant Item is independent of the header-level checkbox.

  Note

  • The catalog-relevant indicator is only valid for material items with item category Standard. It is invalid for free-text items.
  • This indicator is applicable only for functional items. It is unavailable for item sets.

  To enable/disable catalog items for purchase contracts, you, as a configuration expert, need to use the search function to open the item Purchase Contract Processing (Sourcing and Procurement: Operational Procurement) in your configuration environment. Then, turn the switch on/off by configuring the activity Activate Catalog Items for Purchase Contracts. For more details, see Configuration Help.

• Enable and select the Kanban process at the item level of purchase contracts under the section GR/IR Control. The following Kanban indicators are available:
  • Replenishment element for Kanban
  • Scheduling agreement for JIT calls
  • Scheduling agreement for summarized JIT calls
    Note

    Kanban is a means of signaling the demand status for a certain material. The replenishment or production of a material is not triggered until a certain production level needs the material. The signal for replenishment is issued by an indicator, that is sent by a demand source (consumer) to the supply source (supplier).
• Enable acceptance of purchase contract items at the point of origin.

  You can indicate if the acceptance of an ordered item is to take place at the point of origin (that is, on the supplier's premises) by selecting Origin Acceptance in the section GR/IR Control for the specific item.

  If you set the indicator, you must post the goods receipt to the valuated GR blocked stock using the movement type 107 as soon as the goods have been accepted at the supplier's facility. In a second step, you can post the goods from valuated GR blocked stock to unrestricted-use stock using movement type 109 as soon as the goods have been delivered by the supplier.

  Note

  • You cannot change this indicator in the item of the purchase contract after you have posted a follow-on document for the item.
  • If you provide the fields Supplier, Purchasing Organization, and Plant, then based on the material master data, Origin Acceptance is automatically selected. However, you can overwrite the default value and deselect it as per your requirement.
• Manage tax code, tax date, and tax country/region.

  Tax date is the date on which the tax value should be taken into consideration for a document. This date may be relevant for a VAT change, for example. If you activate the tax date, it is prefilled with the delivery date for the item. If the delivery date is not available, the field is prefilled with the document date. The tax date field is available only if the Time-Dependent Taxes feature is enabled for the relevant country/region.

  Tax country/region is filled with a default value coming from the country/region of the company code of the receiving plant. In case this cannot be determined, the country/region of the company code in the document header is the default. In case the tax code is empty no default value is filled into the tax country/region field.

• Assign one or more account assignments to a purchase contract item.

  If you use multiple account assignments, the distribution indicator enables you to define how the quantity and value of the purchase contract items are distributed to individual account assignment items.

• Choose the supplier's sub-range from the value help under the section Delivery Terms for a purchase contract item. For more information, see Vendor Sub-Range in Purchasing.
• Activate Public Sector Management (PSM) fields for account assignment.

  During the creation of a purchase contract, you can activate PSM related fields for single or multiple account assignments.

  Note

  As a prerequisite, the PSM related fields can be activated for a company code only when a Funds Management (FM) area is assigned to the company code.

  With the implementation of the Business Add-In (BAdI) Change of Field Controls within Account Assignment for Industries (MM_PUR_S4_ACC_FC_FIORI_INT), the following fields appear in the section Account Assignment depending on the account assignment category selected at the item level:

  • Fund
  • Grant
  • Budget Period
  • Functional Area
  • Cost Centre
  • WBS Element
  • Budget Account
  Note

  PSM account assignments for stock materials in purchase contracts is not supported.
• Copy items in a purchase contract.

  You can copy items that are blocked or deleted. However, the copies of these items will not be blocked or deleted.

  Note

  • You cannot create purchase orders for items that are blocked. However, the blocked or deleted items are considered in the calculation of consumption percentage.
  • If you delete a blocked item, its blocked status changes to No, and deleted status changes to Yes. The action Delete takes precedence over the action Block.
• Delete and restore purchase contract items.

  You can delete purchase contract items during the creation or update of a purchase contract. When you delete an item in a draft document, the item is deleted and removed from the document. However, when you delete an item in an active document, the item is logically deleted and marked with a deletion indicator. You can further restore items that are marked with a deletion indicator.

  • You cannot create purchase orders for items that are deleted.
  • If you delete a blocked item, its blocked status changes to No, and deleted status changes to Yes. The action Delete takes precedence over the action Block.
• Add conditions with a condition type, for example, Cash Discount, to an existing date range or a new date range.
  Note

  • You can add conditions to a new date range only when editing a purchase contract.
  • The Price Unit of an item cannot be modified after the creation of the purchase contract.
  • If you change the existing conditions, to ensure the latest and accurate values are displayed in the purchase contract, schedule a job using the Determine and Update Price of Contract Item template in the Schedule Update of Price for Purchasing Documents app.

  For more information, see sections Header Conditions and Price Simulation in Purchase Contracts and Item Conditions and Price Simulation in Purchase Contracts.

• Create, edit, and display additional information in the Notes section at the header and item level of purchase contracts.
  Note

  You can adapt the text in the Notes section at the header and item levels from other objects, such as RFQs, other purchase contracts, etc., for header notes and material master records, info records, etc., for item notes. You can do this by configuring the activities Define Copying Rules for Header Texts in Contracts and Define Copying Rules for Item Texts in Contracts in your configuration environment. You can also edit the reference texts based on the configuration. For more information, see the Configuration Help for the respective activities.

• View, assign, or unassign partners, for example, suppliers and their associated partner functions, such as ordering address and invoicing party, to a purchase contract on the partner tab at the header level of a purchase contract.

  If the Partner tab is activated and a supplier is maintained at the header of the purchase contract:

  • A partner with partner function (for example: BA = Ordering Address, LF = Supplier, RS = Invoicing Party), is entered automatically, if maintained in the supplier master data.
  • A default partner with partner function (for example: BA = Ordering Address, LF = Supplier, RS = Invoicing Party), is entered automatically, if more than one partner with the same partner function exists in the supplier master data and one partner is marked as the default partner.
  • If multiple partners exist for the same partner function and no default partner is maintained in the supplier master data, a partner for the specific partner function can be selected manually. (Business functions are, for example, BA = Ordering Address, LF = Supplier, RS = Invoicing Party)
  Note

  Note the special handling for the partner function: Supplier

  • The partner function and the partner itself are set to READ-ONLY.
  • The update or deletion of the supplier is done via the field Supplier on header level of the purchase contract (the Delete button does not work for this partner function).
  • If you enter a second partner with the role Supplier, this partner function is deleted directly as it is not allowed to have multiple partners with the same partner function.
• Add attachments to a purchase contract. For more information, see section Attachments in Purchase Contracts.
• Display the product compliance status of an item and the product compliance status of the entire purchase contract.
• Search for legal transactions and assign them to a purchase contract.

  You can also display the legal transactions associated with a purchase contract. For more information on the legal transactions, see the documentation for Manage Legal Transactions.

• Use the button Save in Preparation to save new purchase contracts without releasing them.

  Selecting Save in Preparation allows you to create and save a purchase contract without releasing it. For example, while creating a purchase contract, if you need to exit the creation process to double-check and clarify certain details, you can select Save in Preparation. You can further save your current progress even if there are errors due to incomplete entry fields. You only need to ensure that you specified a contract type.

  Note

  When you select this feature, the document will not be submitted for approval. Additionally, you cannot use these purchase contracts to create follow-on documents.

  The approval status is set to Not Yet Relevant and the purchasing document status is set to In Preparation. After the purchase contract has been saved with this status, you can revisit the purchase contract any number of times to makes changes. When you finally are ready to submit the purchase contract for approval, you need to click Save.

  This option is only available before a contract has been created.

• Renew an existing purchase contract from the list.

  You can change or extend the validity period, target quantity, or target value of an existing purchase contract. Note that in this case, no follow-on document is created.

• Copy an existing purchase contract from the list.

  When you copy a purchase contract, a new document is created, which opens in edit mode. You can update and save information in the new purchase contract based on your requirement.

  Note

  • Conditions are not copied to the new purchase contract.
  • Net Order Price and Validity To are not copied to the new purchase contract.
• Withdraw a purchase contract sent for approval.

  Select the purchase contract and choose Withdraw from Approval. This cancels the approval process for the selected purchase contract. This also changes status of the purchase contract to In Preparation. You can then make the required changes to the purchase contract and submit it again for approval.

  Note

  You can only withdraw a purchase contract that is in the status In Approval.
• Edit purchase contracts irrespective of the document status.

  However, you cannot edit purchase contracts in the SAP GUI for HTML app Change Purchase Contract. Purchase contracts can be edited only in the SAP Fiori app Manage Purchase Contracts.

• Delete purchase contracts.

  You can delete draft purchase contracts that are not yet saved. However, you cannot delete purchase contracts in statuses, such as In Preparation, In Approval, Rejected, Released, and so on. Once a purchase contract is saved (or saved in preparation), you can only archive it to remove it from the database. For more information, see section Archiving Purchase Contracts.

  Note

  You can delete the changes to an edited purchase contract only if you do not save the changes. The purchase contract with the information before the recent modification would still be available in the database.
• View all the approvers responsible for approving the workflow of a purchase contract in the list and object pages. This is possible only if the field Step to be completed by: is set to One of the recipients in the section Recipients in the app Manage Workflows for Purchase Contracts.
• View the supplier evaluation score for the previous six months. By clicking the score, you can navigate to the analytics app Operational Supplier Evaluation to view the price/time variance, quality score, and so on.
• View the Consumption Percentage of the purchase contract at the header level of the document. This percentage is calculated based on the type of contract selected. The consumption percentage is calculated using the following formula:
  • For quantity contracts:

    = [(Net Release Order Value of Item 1 + Net Release Order Value of Item 2 ) / (Target Value of Purchase Contract Item 1+ Target Value of Purchase Contract Item 2) ] * 100

  • For value contracts:

    = [(Net Release Order Value of Item 1 + Net Release Order Value of Item 2 ) / (Purchase Contract Header Target Value)] * 100

• View the Consumption Percentage of the purchase contract at the item level of the document under the section Contract Consumption and Leakage. The consumption percentage is calculated using the following formula:
  • For quantity contracts:

    = [(Net Release Order Quantity of Item ) / (Target Quantity of Purchase Contract Item)] * 100

  • For value contracts:

    = [(Net Release Order Value of Item ) / (Purchase Contract Header Target Value)] * 100

• Blocked or deleted items are also considered in the calculation of consumption percentage.
• View the facet Attention Required, which indicates the approaching expiration date and/or the consumption of a purchase contract, and perform the necessary action. The following indicates the levels of attention required:
  • Very High (Color - Dark red): ((Consumption >= 80% AND Expiry Date <= 30 days) OR (Consumption >= 100 OR Expiry Date < 0))
  • High (Color - Red): Consumption >= 80% OR Expiry Date <= 30 days
  • Medium (Color - Orange): Consumption >= 50% OR Expiry Date <= 180 days
  • Low (Color - Green): Rest
• Create a purchase order from a purchase contract item.

  You can create purchase orders from items of an approved purchase contract. To create a purchase order for specific items of a purchase contract, open the purchase contract, select the relevant items and choose Create Purchase Order. You can create purchase orders from items added in the flat list and the hierarchy list.

  Note

  You cannot create purchase orders for items that are blocked or deleted. However, the blocked or deleted items are considered in the calculation of consumption percentage.
• View, email, or print addresses in scripts that are specific to a language of a country with the help of International Address Versions. For more information, see chapter International Address Versions (Client-Specific).
• View, assign, or unassign partners, for example, suppliers and their associated partner functions, such as ordering address and invoicing party, to a purchase contract.
• View other potential sources of supply for the items in a purchase contract.
• View release order documents for all items of a selected purchase contract.
• View the total net amount of release order items in the purchase contract by calendar month.
• Create purchase orders directly from purchase contracts.

  To create a purchase order for all items of a purchase contract, select a valid purchase contract and choose Create Purchase Order.

• View the approval details, such as the processors involved and status, under the Approval Details section. These details are displayed based on the current configuration in the flexible workflow.
  Note

  During the creation/edit of a purchase contract, you can view the simulated approval details in the Approval Details section based on the workflow configuration and the entries in the document.
• Cater to inquiries from workflow approvers.

  The inquiry process enables you to modify purchase contracts sent back for rework. You can also respond to comments from approvers.

  You can view the Rework Required indicator for purchase contracts (on the list page) that have been sent back by the approver for rework. When choosing these purchase contracts, you can view the Rework section that contains the Comments from Approver. You can read the comments and make the required changes in the purchase contract. You can then enter your Comments to Approver and resubmit.

  Note

  You will also receive a notification that a purchase contract has been sent back to you for rework. On choosing this, you will be taken to theMy Inbox app where you can view the details and take the required action. Please note that you can use the My Inbox app only if you have the required roles and authorizations.

With this app, you can create, manage, and search purchase orders to ensure that you get the ordered items on time, at the correct location, and in the required quantity. As a purchaser, you can manually order materials as well as services. The list of purchase orders that is displayed is based on the header level of the purchase order (PO), so the information shown relates to the entire PO. On the overview, you can immediately see the number of overdue items for each PO. The item categories Standard, Consignment, Subcontracting, Third-party, and Limit (both for unplanned materials and for unplanned services) are supported.

You can use this app to:

• 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.
• See details for ‘Advanced’ Purchase Orders

  When you click on the icon "i" (‘Advanced’ Purchase Order), you can see a list of unsupported features for each purchase order. Because these features are not supported in the SAP Fiori app Manage Purchase Orders, you can only edit or display the purchase order using the classic apps (Create Purchase Order – Advanced and Change Purchase Order – Advanced). You can click on each unsupported feature to see which database entries are filled and therefore prevent you from using the SAP Fiori app. However, you can jump directly from the list in the Manage Purchase Orders app to the relevant purchase order that is then opened automatically in the classic Create Purchase Order - Advanced app.

• Delete purchase orders that have not yet been saved (the system has not yet generated a purchase order number).
• Copy single items as well as entire purchase orders
• On the list screen, you can select purchase orders according to their status. Following are the possible values of statuses:
  • Draft: Purchase orders that are not yet completed, on hold, or not ordered have the status Draft. Such purchase orders can be used later to order goods. Note that this status is different from the Editing Status: Draft.
  • Purchase orders that are deleted have the status Deleted. Such purchase orders still appear in the list for your reference.
  • In Approval: Purchase orders that are sent for approval have the status In Approval. This means that the approver needs to approve or reject the purchase order from their inbox.
  • Rejected: Purchase orders that have been rejected by the approver(s) have the status Rejected. You can send the rejected purchase orders again for approval after you edit and save the purchase order. The purchase order will go for approval even if no changes are made to the purchase order after clicking on Edit and then Order.
  • Not Yet Sent: Purchase orders that have been approved but are not yet sent for output have the status as Not Yet Sent.
  • Output Error: Purchase orders for whom the output was not generated due to some errors have the status Output Error. You can check the Logs in the Output Management section of the purchase order for details about the output error. Use the option Retry after fixing the errors in an output to generate it again.
  • Sent: Purchase orders for whom the output was sent successfully will have status as Sent. It is possible to edit a purchase order that is in status Sent. Editing such a purchase order might lead to regeneration of the output (if applicable).
  • Follow-On Documents: Purchase orders for which follow-on documents like goods receipt or service entry sheet are created have the status Follow-On Documents.
• View comments regarding necessary rework

  Find the comment from the approver explaining the required rework in relation to a purchase order on the Rework tab in the header section of the purchase order. The approver can request a rework and herewith return the purchase order to the purchaser. In the list report, the purchase order status changes to Awaiting Approval - Rework Required. The new Rework facet will appear on header level of the purchase order and show the information given by the approver (only if rework is requested.). The new field Comments to Approver is enabled for editing when the purchase order is in edit mode. It is a mandatory field and the purchase order cannot be saved unless a text is entered.

• View, assign, or unassign partners, for example, suppliers and their associated partner functions, such as ordering address and invoicing party, to a purchase order on the partner tab on header level of a purchase order.

  If the Partner tab is activated and a supplier is maintained in the header of the purchase order:

  • A partner with partner function (for example: BA = Ordering Address, LF = Supplier, RS = Invoicing Party), is entered automatically, if maintained in the supplier master data.
  • A default partner with partner function (for example: BA = Ordering Address, LF = Supplier, RS = Invoicing Party), is entered automatically, if more than one partner with the same partner function exists in the supplier master data and one partner is marked as the default partner.
  • If multiple partners exist for the same partner function and no default partner is maintained in the supplier master data, a partner for the specific partner function can be selected manually. (Business functions are, for example, BA = Ordering Address, LF = Supplier, RS = Invoicing Party)
    Note

    You, as a configuration expert, need to enable the Partner tab in the app Manage Purchase Orders. In your configuration environment, use the search function to open the following activity: Maintain Partner Functions in Manage Purchase Orders Application (Sourcing and Procurement General Settings). Then, turn the switch on by configuring the step Enable Partner Functions in Manage Purchase Orders Application. In a standard system setting this configuration step is switched off by default. Once the switch is on, you cannot turn it off.

• Display carbon footprint of material in value helps

  The carbon footprint (CO2 e/carbon dioxide equivalent) of a material is displayed per unit quantity in the following value helps of the app Manage Purchase Orders

  • In the list report when searching for a material
  • On the object page of a purchase order, when searching for a material while entering or changing an item (standard and limit items)
  • On the detail page of a purchase order item, when searching for a material while entering or changing an item (standard and limit items)

  To be able to filter on the columns CO2e Footprint and CO2e Footprint Unit, make sure that Material is selected in the settings. Go to the field MaterialValue helpShow FiltersAll Filters . You are now able to scroll to the columns CO2e Footprint and CO2e Footprint Unit.

• Make use of the new Output Preview button on the header of the purchase order, with this option you can preview the purchase order output while working with the purchase order.
  Note

  The output preview feature is available only to customers who have latest BRF+ rule for purchase order output.

  Follow the below steps to view output preview for the purchase order:

  • Open the app Manage Purchase Orders.
  • Open the purchase order for which you want to preview the output. Depending on the status of the purchase order the Output Preview button is available for selection, or it is greyed out and not selectable. The following applies to the availability of the button:

    Availability of the Button

    Purchase order status	Output Preview button visible & selectable
    Deleted	No
    Draft	Yes
    Follow-On Documents	No
    In Approval	Yes
    Not Yet Sent	Yes
    Output Error	Yes
    Rejected	No
    Sent	No

  • Click on the Output Preview button. You can see the output request items listed here as setup in the app Output Parameter Determination. These output request items are same as what you configure for the actual purchase order output.
  • Choose the output option as needed. On selecting the option, the output preview is generated.
    Note

    • If you do not see the output request items, or you are unable to generate the output preview, then ensure that the configurations done in Output Parameter Determination are correct.
    • EDI channel is not supported for output preview of purchase orders.
    • Supplier and ship-to address cannot be previewed in a purchase order output preview while a purchase order is being edited.
    • The generated previews are opened in new tabs and can be checked simultaneously in different tabs. The generated output is just a preview, do not use the output preview as the original purchase order output.
• Track the changes that occurred on header and item level. The Display Change Log button is located in the header section of a purchase order. It allows you to track changes made at header and item level since the time of creation of the purchase order . You can go to Settings to add and remove fields that you want to display. You can go to the Settings to filter and sort or use Group by Table Key to view changes made to a specific position.
  Note

  To display the change log, the business catalog SAP_MM_BC_PO_MANAGE_ADD_PC (Materials Management - Purchase Orders - Additions) must be assigned to your user.
• 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
  • a purchase requisition

  If the field Supplier is not filled in the header of the purchase order, then all the data from the referenced purchasing document is taken over.

• Create, edit, and display additional information to your suppliers in the form of texts in the Notes section.
  Note

  You cannot edit texts containing formatting (SAPscript) using the SAP Fiori app. Changing formatted texts that were created using the classic UI technology (SAP GUI for HTML) is not possible with the SAP Fiori app.
• Create purchase order items for materials or lean services

  You can enter the ID of a product master data in the Material field or you create a free-text item for the required materials or services by entering a short text.

  The Product Type Group defines whether the product master data(*) or the free-text item is a service or a material:

  • Product type group 1: Material
  • Product type group 2: Service

  (*The product type group is assigned to a product master data via the material type.)

• Block and Unblock items

  Depending on the status of the purchase order a selected item (standard, limit, and hierarchy item) can be blocked/unblocked. For example,

  • if no item is selected, the buttons Block and Unblock are inactive
  • if an item with the status Blocked is selected, the button Block is inactive and the Unblock button is active
  • When an item with Marked for Deletion status is selected, the buttons Delete and Unblock are inactive
  • For a purchase order that is ordered with several and one blocked item, the blocked item is not sent to the supplier
  • if a purchase order has the status Sent, it can still be edited and a selected item blocked or later unblocked
    Note

    For compliance reasons you can order a purchase order with all items blocked.
• Work with item hierarchies as a means of grouping items (services or materials) in purchase orders. For more details see, Work with Item Hierarchies below.
• Make use of rounding profiles for purchase order items. Rounding profiles are part of the quantity optimization functionality which allows you to automatically round item quantities to values which you can specify in the rounding profile. For more details see Optimizing the Order Quantity
• Maintain the shipping instruction for each item.
  Note

  If material or plant are filled after maintaining the shipping instruction, the shipping instruction is overwritten by the respective master data as it takes precedence over manual entry.
• Directly request a specific service performer
• Specify a performance period when ordering a service
• Work with Enhanced Limits

  The Enhanced Limit is an item category in a purchase order that can be used to order unplanned services and that is defined by a maximum amount (Overall Limit).

  The Overall Limit specifies the upper limit (maximum amount) that the Expected Value of the limit item must not exceed.

  Note

  The Overall Limit is always greater or equal than the Expected Value.

  The Expected Value is the price expected by the purchaser in purchase orders with a price limit. For orders with a price limit, this is the estimated value of the product expected by the buyer.

  Note

  The Expected Value is always lower than the Overall Limit.

  When a purchase order is sent to the supplier, only the Expected Value is visible to the supplier and its value is checked during the posting of the Service Entry Sheet, prohibiting spend above the Overall Limit value of the purchase order.

  • Create limit items for lean services

    You can define a value limit for unplanned services, that is, services that cannot be specified in detail at the time of ordering. This also applies to services that are of such low value that you want to reduce the administrative efforts involved in processing purchase orders and follow-on documents. You can define both an expected value and an overall limit. For a limit item, you must enter a time period. The services can be specified later in the service entry sheet where the exact services and their price and quantity can be recorded. Otherwise, you post the invoice directly with reference to the purchase order.

    Note

    When creating a purchase order with limit items for lean services, you can flag the Allow Price Change checkbox. This checkbox specifies for a lean service item that the price can be changed during the service entry sheet creation. This indicator can be set for each lean service item (procuct type group 2 = service), if the respective item is a standard item, the item is not linked to a contract, and customizing for tolerance limit is active.
  • Create limit items for lean services without service entry sheet

    You can create limit items for lean services without service entry sheet by unchecking the flags for Goods Receipt and Goods-Receipt-Based Invoice Verification.

    Note

    In case a contract for limit is entered at a later point in time this contract for limit will not be considered during invoice creation.
  • Create limit items for materials

    You can also create limit items when ordering unplanned materials (using free-text entries). For a limit item, you must enter a time period. Goods receipts are not possible in this case (limit item for materials). The invoices are posted directly with reference to the purchase order, provided that the specified value limit is not exceeded. Please note that you cannot create limit items for materials with master data records.

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 define retentions during procurement for warehouse and consumption in the purchase order. These retentions can be taken into account for your supplier invoice.

  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 Create Logistics Consignment and Pipeline Settlement in the app Manage Supplier Invoices. For this, you can search for corresponding invoices using the entry type Consignment in the app Supplier Invoices List. From here you can check the detailed invoice data in the section Consignment Items. In the section Output, the output form Consignment_Settlement is available, and you can display the consignment document (pdf format).
  • 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. In the detail data for corresponding invoice items, you can select the specific fields in the Account Assignment section under Settings. Specific fields are available, for example, FM Area, Functional Area, Fund, Funded Program, Funds Center, and Grant. You can enter information for purchase orders without an account assignment category or change account assignments proposed in the purchase order in case of non-valuated goods receipt.
  • The integration of Transportation Management enables you to use the reference document category Freight Order in the supplier invoice. The freight order refers to a purchase order with lean service items. Specific fields are available, for example, Freight Order (freight order document number for the transportation of goods), Source Location (source location of the goods to be transported), Destination Location (destination location for the transport of goods), Arrival Date (planned date for the delivery of goods to a specified destination), and Departure Date (date on which the goods are to be picked up for transportation).
• Add G/L account items
  • You can also create a supplier invoice with account assignment to a service order. If you add a G/L account and expand the item, specific fields are available, if they are configured as ready for input in the G/L account, for example, Tax Code, Service Document Type, Service Document, and Service Document Item.
  • In addition, the field Company Code is available, so that cross company code postings are possible.
• Enter and check the tax data

  If you have activated time-dependent taxes, you can define several periods with individual tax rates for one tax code. As a result, you can use one tax code for different tax rates. Please note, that the real tax percentage rates are displayed. The company code to which the invoice is assigned defines whether the system uses the posting date or the document date as the default tax date. You can change the default date in the Tax date field manually, if necessary. The Tax date field is implemented in the invoice header, so that all invoice items have the same tax rate. If you have any variances, you must correct this subsequently by making manual postings in Accounting. You can enter different tax dates for individual invoice items when creating supplier invoices with reference to a purchase order.

• Edit payment terms
  Note

  Once the payment terms have been adopted by the system they are no longer changed automatically. If you change the payment terms or the supplier while creating a supplier invoice, you must check the payment terms and reset them manually if required.
• Enter unplanned delivery costs
• Add multiple attachments
• Simulate, hold, or post the supplier invoice

  The Simulate function allows you to display the account movements before posting the document. On the Simulation view, you can also switch the simulation currency, and post the supplier invoice.

• One clerk can park the invoice document and another clerk can complete the process and post it.
• Reduce the invoice

  If you receive a supplier invoice with a deviation either in the amount, or quantity, or both, you can document this difference in the detail data of the invoice item by choosing the Reduce Invoice function. For a reduced invoice, the app posts an invoice and a credit memo at the same time, and creates a letter of complaint.

• Display the purchase order history

  You can display the purchase order history, that means the details of good receipts effected or invoices received in respect of a referenced purchase order item.

• Use Advanced Edit to continue editing your supplier invoice within the Create Supplier Invoice – Advanced app.
• Select invoices to be displayed within the Display Supplier Invoice – Advanced app with the Advanced Display option.
  Note

  As a prerequisite for using the Advanced Display and Advanced Edit functions, you must set the indicator for Display Buttons for Navigating to Advanced Apps within the Edit Supplier Invoice Settings app.

• Output specific business documents

  You can output specific business documents that are created when supplier invoices are created.

Using the Supplier Invoices List app, you can search for supplier invoices by using the filter bar. The Supplier Invoices List view contains supplier invoices that have been created with or without the Business Network.

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.
• 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 invoices that are Blocked for Payment, the following information is displayed in the Payment Block tab of the invoice detail view:

• You can view the contact details for the purchaser and supplier.
• You can see the timeline for the invoice, including the creation date, posting date, cash discount dates, and payment due date.
• You can see payment block statistics related to that specific supplier and company code, including the amount of blocked invoices by block reason, the number of blocked invoices by block reason, and the total number of payment blocks by block reasons.
• You can view the prediction for critical cash discount situations.

  In case of blocked invoice items that are relevant for a cash discount, the system makes a prediction in the Payment Block section. Based on data records of past goods receipts from the supplier, the system indicates whether the goods receipt can probably be expected on time in relation to the cash discount due date. The prediction may help you to take the appropriate measures if the cash discount is at risk. In this case you can, for example, send a reminder to your supplier.

With this app, you can display purchase order items and monitor their status, using filter criteria such as purchase order, material group, material, supplier, plant, and delivery forecast. You can also choose a purchase order item to view its item level information. You can enable your business users to predict the delivery date of purchase order items, as proposed by SAP Predictive Analytics integrator. The regression algorithm in SAP Predictive Analytics integrator is used to predict whether delivery of purchase order items will happen earlier than scheduled, on time or with a delay. Based on the predicted delivery date, your business users can take necessary decisions.

You can use this app to:

• View purchase order items based on filter criteria
• Click on a purchase order item to view its item level information
• Predict the delivery date of purchase orders using the Predict Delivery Date link
• View details of the predicted delivery date in a popup showing a chart of the supplier's delivery reliability for the selected material and plant over the past 180 days
• Navigate to view contextual information related to a material
• Navigate to view contextual information related to a supplier

Below are few of the key fields available in the app for display:

• Quantity Still to be Invoiced: Provides quantity of the purchase order items that are still to be invoiced.
• Quantity Still to be Delivered: Provides quantity of the purchase order items that are still to be delivered.
• Value Still to be Invoiced: Provides value of the purchase order items that are still to be invoiced.
• Value Still to be Delivered: Provides value of the purchase order items that are still to be delivered.
• Next Order Acknowledgment Date: Provides the next order acknowledgment confirmation date by when the supplier can deliver the partial or complete order.
• Next Order Acknowledgment Quantity: Provides the next order acknowledgment quantity from the supplier based on the confirmation receipt date..
• Next Inbound Delivery Date: Provides the next inbound delivery confirmation date by when the supplier can deliver the partial or complete order.
• Next Inbound Delivery Quantity: Provides the next inbound delivery quantity from the supplier based on confirmation receipt date.

With this app, you can configure workflows to optimize the approval process for service entry sheets. You can customize automatic, one-step, and multi-step approval processes. If a workflow with one or more steps is activated and the configured start conditions are fulfilled, the approval process is initiated. The app also provides several options for determining the approver, such as assigning specific users or teams, or determining an approver by using a role.

With this app, you can do the following:

• Add a new workflow or copy an existing workflow and modify it according to your needs. For a detailed description of how to customize a workflow.
• Activate or Deactivate a workflow

  Once you have activated the workflow, you can copy, deactivate or delete it, but you can no longer edit and change it.

• Define the Order in which the start preconditions of the existing workflows are checked

  If you have defined several workflows, the start preconditions are checked in the order you have defined. As soon as the start preconditions for a workflow are met, this workflow is used. This ensures that only one workflow in the list of your defined workflows is started, even if several workflows have matching preconditions.

  Use the feature Automatic Release of Service Entry Sheet delivered by SAP as a fallback option. By default, this workflow is activated.

  Recommendation

  We recommend to define the workflow Automatic Release of Service Entry Sheet as the last one in the order. So, it is started if none of the other workflows applies. You can also configure your own workflow that is to be used as a fallback option.

• Delete a workflow if it is no longer required

WITH PRIVILEGED ACCESS

To activate the flexible workflow functionality, you must make the required settings using the configuration app Activate Flexible Workflow for Service Entry Sheets under Manage Your SolutionConfigure Your Solution.

Once the flexible workflow has been activated, the approver of the service entry sheet is no longer maintained in the app Manage Service Entry Sheets - Lean Services. After the activation of the flexible workflow, the following cases may occur depending on the approval status of the service entry sheets at the time of activation of the flexible workflow:

• The service entry sheet is in approval status Workflow Not Yet Started: You must remove the input from the field Personnel Number before you can send the service entry sheet for approval.
• The service entry sheet is in approval status In Approval: The person responsible (as defined in the field Personnel Number) can approve or reject the service entry sheet using the app My Inbox.
• The service entry sheet is in approval status Approved: The person responsible is no longer displayed in the app Manage Service Entry Sheets - Lean Services.

With this app you can view the errors that occurred, for example, during the generation of service entry sheets from approved timesheets or during the import from Microsoft Excel sheets. The log lists both the errors that prevented the creation of service entry sheets and the errors that prevented the posting of goods receipts for successfully created service entry sheets.

• If an error has occurred during thegeneration of service entry sheets from timesheets:

  As soon as the errors have been eliminated, the documents are created on the next run of the application job Automatic Creation of Service Entry Sheets from Time Recording that is available in the app Schedule Purchasing Jobs - Advanced.

  Note

  Use this application job only if an error occurred during the automatic generation of service entry sheets from timesheets and you want to restart the creation of failed service entry sheets or goods receipts.

• If an error has occurred during the import of service entry sheets from Excel sheets:

  If a service entry could have been created, but it could not be set in status In Approval due to errors, you can edit it in the app Manage Service Entry Sheets - Lean Services and correct the errors.

With this app you can schedule and monitor recurring, purchasing related activities as a background job.

You can choose from the following job templates:

• Automatic Creation of Purchase Orders from Requisitions

• Automatic Creation of Service Entry Sheets from Time Recording

  Note

  Please use this application job only if an error occurred during the automatic generation of service entry sheets from timesheets and you want to restart the creation of failed service entry sheets or goods receipts.

• Create Scheduling Agreement Releases

• Renumbering of Schedule Lines

  To renumber schedule lines for an item in a purchase scheduling agreement, you need to schedule a background job using the job template Renumbering of Schedule Lines in the app Schedule Purchasing Jobs - Advanced. Here you can define the threshold, which is 50% to 100% of its maximum limit: 9999 schedule lines. During the creation of schedule lines, if the defined threshold value is reached, the scheduled background job triggers the renumbering of the schedule lines so that you can continue creating new lines.

• Resend RFQ Output

  To resend RFQs to Ariba Sourcing if no success confirmation has been received for it from Ariba, you need to schedule a background job using the job template Resend RFQ Output. Under Scheduling Options, you can define whether you want to start the job immediately or schedule it for a specific period. Further, you can specify the recurrence pattern and other parameters for the job.

The following features are available for these job templates:

• Create and schedule the job according to your requirements.

  Choose the New button. The system navigates to the New Job screen. Here, you can either start the job immediately or you can plan it to start at a later date. The job is then carried out in background mode. You can define whether the job should recur, and set up a recurrence schedule. Once you have defined all relevant parameters, you can check if the specified data is ok and schedule the job. The new job will appear in the Application Jobs list.

• View the result of the scheduled jobs in the Application Jobs list on the initial screen.

  You can filter the list by date, by job ID, run ID, time from, time to, description, name, or ID of the creator. You can save your filtering options as a variant and manage the saved filter variants. If you would like to schedule a job that is similar to an existing job, you can copy this existing job and edit the copy as required. All content including the recurrence will be copied. You can call up the Log/Result for every scheduled job directly from the Application Jobs list on the initial screen.

With this app, you can create, view and maintain purchase requisitions. The app ensures the availability of requested items on time, at the required location, and in the required quantity.

• Create or change a service entry sheet with reference to a purchase order

  Each service entry sheet references one purchase order. This purchase order can consist of standard items for planned services or limit items for unplanned services. After you enter the purchase order number, the system displays the list of purchase order items for lean services. You then select the ones you wish to add as service entry sheet items. You can also add multiple service entry sheet items based on one purchase order item at once.

• Record consumable materials

  You can record consumable materials (product type group Material (1)), which were used during the execution of a service, in a service entry sheet. However, you have to maintain at least one item of the product type group Service (2) in a service entry sheet.

  Note

  Please be aware of several restrictions regarding the type of material item that you can add to a service entry.
• Maintain the account assignment in service entry sheets

  You can define the account assignment for an item in the purchase order or in the service entry sheet. Even if it’s already defined in the purchase order item, you can change the account assignment in the service entry sheet - with few restrictions. If the purchase order has no account assignment, you can copy the account assignment from the contract.

• Import and export service entry sheets

  Authorized users can import service entry sheets from Microsoft Excel files. You can import up to 100 service entry sheet items. Note that you can't import limit items to service entry sheet using this feature. You can also export service entry sheet items to spreadsheets. To do so, open a service entry sheet, go to the Items tab and choose Export.

  Note

  If you export a service entry sheet and the Performance End Date is not filled in the exported spreadsheet, the performance end date is considered to be the same as the performance start date. That means that the service was performed on one day.

• Add and maintain notes and texts for service entry sheets

  On both header and item level, you can add and maintain internal notes to provide additional information about the service entry sheet or a specific item. You can use the Header Note or Item Note field to leave an internal note for other people in your organization. Alternatively, you can use the Header Text or Item Text field to write a note for external parties in the process flow, for example, the supplier. Only one note and one text can exist for each header and item.

• Attach documents and add links on header and item level of service entry sheets

  You can upload files, add links, and view existing attachments on both header and item level of a service entry sheet. If they are no longer required, you can delete existing attachments.

• Initiate or cancel the approval process

  When you've recorded all services and consumable materials, you can send the service entry sheet for approval. The service entry sheet then gets assigned In Approval status and is automatically displayed in the approver’s My Inbox. If you want to edit the service entry sheet again, you can choose Withdraw from Approval as long as it is in status In Approval. If the service entry sheet has been approved and no follow-on documents exist other than the goods receipt document, you can choose Revoke Approval and edit it again. Once the service entry sheet has been approved by an authorized person, a goods receipt document is created by the system and a corresponding invoice can be created, checked, and posted.

• View process flow diagram for service entry sheets

  Once the service entry sheet is posted, you can view the process flow diagram under the Process Flow facet. The process flow diagram displays the preceding as well as follow-on documents of the service entry sheet. Here you can also find links to the referenced documents.

• Display and edit taxes in service entry sheets

  You can display and edit tax information that was defined in the reference purchase order in a service entry sheet.

• Display and edit pricing information in service entry sheet items

  You can display and edit detailed pricing information for planned services with reference to purchase order standard items as well as for unplanned services with reference to purchase order limit items without a purchase contract as source of supply. You can also display pricing information for unplanned services with reference to purchase order limit items with a purchase contract as source of supply.

• Set the Final Entry indicator for service entry sheet items

  To indicate that a service entry sheet item is the last service entry sheet item for the referenced purchase order item, you can set the Final Entry indicator. After the service entry sheet has been approved, the Delivery Completed indicator is set automatically in the purchase order item.

Key users can extend the app in the Custom Fields app and the Custom Logic app using the following business contexts:

You can enable usage of your custom fields for the data sources Service Entry Sheet Extensibility Model and Service Entry Sheet with Draft in the UIs and Reports section of the custom field maintenance and publish the custom fields.

You can add fields to the following UI elements using key user adaptation:

• Post the receipt of goods with reference to a purchasing document, for example, purchase order, which contains order items for stock material (procurement for stock).
• Post the receipt of goods with reference to a purchasing document, for example, purchase order, which contains order items that display single or multiple account assignments (procurement for direct consumption). With multiple account assignments, you can distribute the purchasing cost among different cost centers or projects, for example.
  Note

  You define the account assignment distribution together with the accounting information and ordered quantity in the purchase order. You can make these settings for valuated and non-valuated goods receipt. Note that the app only displays the account assignments as further information. In the case of partial goods receipt, the app does not recalculate the distributed quantity.
• Post the receipt of goods with reference to vendor consignment stock.
• Post goods receipt of goods with reference to a scheduling agreement.
  Note

  Scheduling agreements with the procurement type Stock Transfer are not supported.
• Post the receipt of goods with reference to a purchasing document, for example, purchase order to the goods receipt (GR) blocked stock. Depending on your role, you can release items from GR blocked stock into the unrestricted-use stock, for example.
  Note

  GR blocked stock is not supported for items using goods-receipt-based invoice verification.
• Post the goods receipts for items (or return items), for example, create more than one material document. If an attachment is enclosed in a purchasing document, for example, purchase order, it is, in general, tied to the material document of the standard goods receipt process.
• Post the goods receipt for order items with shelf life expiration date and production date. Before you post the goods receipt, the app supports a check of the shelf life expiration date.
  Note

  If the shelf life expiration date check is active and at least one of the fields Minimum Remaining Shelf Life or Total Shelf Life is maintained in the material master, you have to enter the shelf life expiration date or the production date of the material at the time of the goods receipt. The app then checks whether the remaining shelf life is sufficient. Note that the minimum remaining shelf life is a minimum amount of time up to which the material must be in good condition so that the system accepts the goods receipt. Depending on your settings, the fields are displayed and/or are ready for input. Note that you can only enter the shelf life expiration date of a material if the shelf life expiration date check is active for the plant, active for the used movement type, and the minimum remaining shelf life is maintained in the material master record or in the purchase order item.
• Post the receipt of goods with reference to a purchasing document, for example, stock transfer order, which contains order items for stock material to another storage location.
• Create and edit batches out of the post goods receipt processing.
  Note

  Depending on your role, you need to assign the dependent business catalog Batch Management - Batches (SAP_SCM_BC_BATCH_MGMT_MC) to the app-specific business catalogs Materials Management - Warehouse Processing (SAP_MM_BC_IM_PROCESS) and Materials Management - Goods Receipt Processing (SAP_MM_BC_IM_GR_PROCESS_PC). Based on this assignment, the app shows a further button for creating and editing batches.

• Post the receipt of goods with reference to a reason code. You can store a text that gives a reason for the movement (for example, reason for return delivery).

The app supports materials with split valuation. It is possible to either select a valuation type or show the assigned valuation type for the split valuated material.

For subcontracting, the app is enhanced with a component information area.

• The app has a component information area for the subcontracting process for the purchasing documents types purchase order and scheduling agreement with item category L (subcontracting).
• The app displays for each material whether components exist.
• By default, all components are considered for posting.
• A quantity change on material header level on the main screen leads to a proportional adaption of the quantity of the component materials (item level).
• You can decide if you want to go further with posting of the goods receipt for the complete material (header level) or to navigate to the detailed page and edit each component individually (item level).
• You can make changes for all components of a material. You can change the quantity or the unit of measure for each component separately or deselect components for posting. Note that a quantity change on material header level on the detail screen does not trigger proportional adaption for component materials.
• Serial numbers are supported at both header and component level.
• Support different process variants that can occur at the component level such as shelf life expiration date and reason code.

Assign, change, or remove serial numbers for materials and components serialized at document level.

• Support different options for barcode processing to scan purchasing document numbers with internal and external scanner devices. Ensure fast and reliable data collection and mapping to the appropriate purchasing documents.
• Depending on your chosen scanning options for barcodes, you can scan the following barcodes:
  • Simple barcode: You can scan a purchasing document number.
  • Composite barcode: You can scan a GS1-standard-conform barcode with a purchasing document number.
• Support manual barcode entry if necessary.

• Print slips and labels during the entry of a goods receipt manually or automatically.
• Extend the app according to your business needs (app extensibility).
• Display detailed information about the level on which a material is stored: plant, storage location, or storage bin. Note that the availability of these fields depends on your configuration settings.
• Synchronous goods receipt posting of MM-IM and EWM-processes in the background

  When all required EWM data is available, the system automatically process the necessary EWM data in the MM-IM goods receipt posting process.

As a key user, you can extend the Post Goods Receipt for Purchasing Document app according to your business needs.

With the Custom Fields app, you can create and maintain custom fields that you can use to enhance applications. You can add fields to the following UI elements using key user adaptation:

With the Custom Logic app, you can create and maintain implementations of custom logic that can be used to enhance applications and change application behavior. You can implement custom logic for the following Business Add-Ins (BAdIs):

With this app you can search for supplier invoices and use the search result as a supplier invoice worklist. The supplier invoices have been created with or without using the Business Network.

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.
• 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

Key users extend the app in the Custom Fields app using the following business context: Procurement: Supplier Invoice.

You have the following options:

• Add previously created fields to the table
• Change the order of fields
• Rename fields
• Save the current layout

You can make settings to exclude fields.

You can add fields to the following UI elements:

The new self-service procurement app serves to offer the employees or casual users a consolidated one-stop solution that provides a quick, intuitive, and efficient shopping experience. The well laid out sections in the app provide a seamless experience with reduced clicks and navigation. The reduction in redundancy and improved usability targets to make this new app an effective replacement to the existing Create Purchase Requisition and My Purchase Requisitions applications.

With this app, you, as an employee or casual user can do the following:

• Create, view, edit, and process flow of your purchase requisitions
• Track the status and process flow of your purchase requisitions
• Confirm the receipt of goods
• Return the received goods on case of any issues or defects

While creating a purchase requisition, you can do the following:

• Default Settings:

  View and edit selected default settings of the purchase requisitions created by you.

  • You can do this using the My User Defaults section in the home page of the app.
  • You can also navigate to the Default Settings for Users app (choose from the dropdown in the profile icon on the right corner) and edit the settings.
• Add items to shopping cart:
  • Catalog Items
    • Cross-Catalog Search - You can search for an item using the cross-catalog search bar and add it to the cart.
    • My Catalogs - You can add items from your assigned catalogs.
    • If price validation has been set up for your purchasing organization, the system updates the price with the latest catalog price and informs you accordingly.
  • Free Text Items
    • You can create free text, material and service items using the Create Item button
    • You can create limit items using the Create Limit Item button. Limit Items are unplanned services and materials that cannot be specified in detail at the time of ordering. You can define an expected value and an overall limit for these items. Expected Value is the amount that is expected to be spent on the item. It must not exceed the Overall Limit. Overall Limit is the maximum amount that can be spent on the limit item. The services and materials may be specified later in the service entry sheet and goods receipt when their price and quantity are recorded.
    • You can maintain the details of the free text items, such as delivery address, source of supply, and accounting details. You can also add notes and attachments.
    • The details that have been maintained in the Default Settings for Users app are prepopulated for you in the item details.
    • Delivery Address: You can maintain Delivery Address of a purchase requisition item based on the Address Type. The Address Type can be Plant, Storage Location or User Entry. The default Address Type and Delivery Address is maintained based on the details provided in the purchase requisition item such as Plant, Storage Location and Item Category. The user can also choose the Address Type as per their requirement.
      • Address Type - Plant, Storage Location

        The delivery address is auto-populated with the address of the Plant or Storage Location as maintained in the master data. The delivery address is NOT editable and gets automatically updated when the Plant or Storage Location is updated.

      • Address Type - User Entry

        User can enter the delivery address manually

      • You can also define your own custom logic using the BAdI Setting of Default Delivery Address of Self-Service Purchase Requisition (MM_PUR_SSP_DEF_DEL_ADRS_SIMPLE) to maintain the default delivery address and address type.

    • Account Assignment: You can add single or multiple account assignments. You can distribute the accounting information to different accounting elements based on the quantity or percentage by adding or deleting accounting lines.
      Note

      You can define a new account assignment category using the configuration step Maintain Account Assignment Categories. In order to view this newly added account assignment category in the app, you must also map it to a standard item category using the configuration step Define Combination of Item Categories/Account Assignment Categories under Manage Your SolutionConfigure Your SolutionOperational ProcurementAccount Assignment.
    • Attachments: You can add attachments to purchase requisition items. While adding the attachments, you can choose the document type as internal or external based on whether the communication is intended for internal or external stakeholders.
      Note

      When you add a link as an attachment, you must make sure that the URL is part of the Trusted Network Zones maintained by the administrator in the Maintain Trusted Network Zone app.
    • Notes: You can maintain any notes related to the requisition or item using the notes section that is available at both the header level and the item level.
      Note

      You can view and maintain all the comments that have been entered in the purchase requisition.

    • The PO Price Type of an item determines the adoption of price of purchase requisition item in the purchase order item created from it. For more details, please refer to Default Settings for Users app.
    • The Purchasing Group of an item is automatically updated based on the Material Group and Plant configuration. You can define the mapping of material group and plant to a purchasing group using the configuration step Define Mapping of Material Groups to Purchasing Group in Manage Your Solution app.
• Save a draft of the purchase requisition to complete it at a later point in time. You can have multiple drafts at a time. If you do not want to continue working on an existing draft, and want to create a new draft, you can choose the Clear Cart option in the mini cart.
  
• Place an order: Once you have finalized the items in the cart, you can place an order. Errors and warnings, if any, are shown to the user. The user can decide to either proceed with or cancel the order. Once the order is placed, a purchase requisition is created.
• Shop on Behalf

  Using this feature, you can create purchase requisitions on behalf of other users. For example, an assistant can create purchase requisitions for a manager. To do this, you can assign a requestor (other than yourself) to purchase requisitions during creation. When creating purchase requisitions on behalf of others, consider the following:

  • You can change the default requestor in the header object page. By default, the person creating the purchase requisition is the requestor.
  • You can assign a requestor based on the Shop on Behalf Type and Requisitioning Group assigned to you in the Default Settings for Users app.

• Once an order is placed, the requisition is either auto-approved or sent for the approval process. This depends on the workflow configuration that has been maintained by the configuration expert using the Manage Workflows for Purchase Requisitions app.
• You can view the approval steps and other approval related details of the purchase requisition or item in the Approval Details section.
• You can rework on purchase requisitions that have been sent to you for rework by the approver. You can see a Rework Required indicator on such purchase requisitions. You can then check the Comments from Approver and make the changes, if required, in the requisition and submit it.
  Note

  You will also receive a notification that a purchase requisition has been sent back to you for rework. On choosing this, you will be taken to the My Inbox app where you can view the details and take the required action. Please note that you can use the My Inbox app only if you have the required roles and authorizations.
• You can edit existing purchase requisitions and items by choosing the Edit button.
  • Whenever a change is made to a requisition or item, further processing is based on the configuration maintained in the Manage Workflows for Purchase Requisitions app and the Manage Conditions to Restart Flexible Workflow configuration.
  • You cannot add items to a purchase requisition if your user settings have been changed in the Default Settings for Users app.
  • You cannot edit purchase requisitions that have follow on documents created.
• If automatic creation of reservation has been configured for a purchasing group and material group combination, then a reservation is created as a follow-on document. For more details, please refer to Settings for Creation of Reservation app.
• View the process flow once follow-on documents are created. You can view this by choosing the Number of Items in the list view. Along with the process flow, you can also view the purchase order status, source of supply and the approver with whom the document is pending approval.

• View a list of your most recent purchase requisitions in the home page of the app. You can first see the list of drafts that you are currently working on, followed by the ordered purchase requisitions. The most recently modified requisitions are listed first. The list also shows the status, number of items and total value of the purchase requisition. The total value is displayed in the Total Value Currency. Total Value Currency is maintained by the configuration expert in the Default Settings for Users app. For more details on Total Value Currency, please refer to Default Settings for Users app.
• Choose View All to see the list of all your purchase requisitions.
• Filter and sort the list of purchase requisitions based on various criteria. You can choose the required filters by using the Adapt Filters option.
• Personalize the lists as per your requirements and save as variants. You can personalize the item list, purchase requisition list, and account assignment list view.
• Get a quick overview of the important details, status, and process flow of the items in a requisition by choosing the Number of Items column in the list page. The process flow also contains the purchase order status, current approver of purchase order if the purchase order is awaiting approval, and the supplier. In the case of central requisitioning, the purchase order status will be displayed only if flexible workflow has been configured in the connected system. The purchase order status will not be displayed if release strategy has been configured in the connected system.
• Copy, edit, and delete existing purchase requisitions or items based on their current status.
• Copy the details of one item to other items in the purchase requisition by choosing Copy to Other Items.
• Navigate into the purchase requisition header and item page in a split screen view to allow easy navigation between screens.

• Confirm receipt of goods by choosing the Confirm option. This takes you to the Confirm Receipt of Goods application. For more details, please refer to Confirm Receipt of Goods - New app.
• Return the goods in case they are defective or there are any other issues, by choosing the Return option. This takes you to the Return Delivery application. For more details, please refer to Return Delivery app.

• You can create purchase requisitions in the context of central requisitioning. For this, the central requisitioning scenario has to be activated in the configuration Activate SAP S/4HANA Procurement Hub and Scenarios.
• Based on the plant, company code and the connected system that is maintained, the purchase requisition that is created in the hub (central) system is replicated to the connected system.
• The replication can happen either before or after approval. The configuration expert can make use of the configuration Define Settings for Central Requisitioning to define if the replication of the purchase requisition to the connected system must happen before it is approved in the hub system. By default, the replication always happens after the requisition is approved in the hub system.
  Note

  It is recommended that you do not use the configuration Define Settings for Central Requisitioning to define replication to happen before approval in the context of Guided Buying with SAP Ariba Buying in Central Procurement (3EN) integration scenario.
• Replication After Approval: After the purchase requisition is approved in the hub system, it is replicated to the connected system and processed there. Once the purchase requisition is successfully replicated, you cannot edit the requisition in the hub system. The connected system will notify the hub system of the processing state of the purchase requisition. You can view the status of the purchase requisition, and create follow-on documents such as goods receipts and return deliveries in the hub system.
• Replication Before Approval: In this case, the purchase requisition is immediately replicated to the connected system, without waiting for it to be approved in the hub system. You can edit the purchase requisition in the hub system. In the connected system, a request for quotation or assignment of source of supply can happen via the Central Request for Quotation. These sourcing details are notified back to the hub system. No other changes can be made to the requisition in the connected system at this point in time.
  Note

  • Replication before approval is supported only for purchase requisitions created using the self-service procurement applications.
  • The connected system can be an SAP S/4HANA Cloud, SAP S/4HANA (release 2021 or higher) or SAP ERP (HUBERPI FPS21 or higher) system.

Once the purchase requisition is approved in the hub system, the same is notified to the connected system and further processing happens. Now, you can no longer edit this requisition in the hub system, but you can edit it in the connected system. In case a reservation exists for the item, you can no longer edit it.

If the purchase requisitions or items are rejected in the hub system, they are deleted in both the hub and the connected system. The deleted requisitions and items cannot be undeleted in the connected system.

After the processing of the purchase requisition is complete, you can create follow-on documents such as goods receipts and return deliveries in the hub system.

After the processing of the purchase requisition is complete, you can create follow-on documents such as goods receipts and return deliveries in the hub system.

• Limit Items:
  • When a purchase requisition is replicated to SAP ERP , it is replicated as an external service, that is, item type "D" is created.
  • When a purchase requisition is replicated to SAP S/4HANA and SAP S/4HANA Cloud connected systems, then purchase requisition items are replicated as lean service items.
• PO Price Type:

  To replicate the PO Price Type from the hub system to the connected system, you must maintain the required configuration in the hub system and connected system as follows:

  • In the case of an SAP ERP system, in the configuration Function authorizations: Purchase order, create a function authorization with Adopt PO Price parameter selected. Add this function authorization object to the communication user parameters in the connected system using the SU3 transaction. Here, in the Parameters section, set the parameter EFB to the function authorization object.
  • In the case of an SAP S/4HANA Cloud or SAP S/4HANA system, set Order Price Adoption for Self-Service Procurement in the configuration Define Configurations based on Purchase Requisition Origin under Manage Your Solution → Configure Your Solution → Operational Procurement → Requirements Processing.
• Attachments:

  Attachments are replicated along with the attachment document type from the hub system to the connected system.

  Note

  Attachment document type is replicated only when SAP S/4HANA Cloud or SAP ERP acts as the connected system.

As a key user, you can extend the My Purchase Requisitions - New app according to your business needs.

With the Custom Fields app, you can create and maintain custom fields that you can use to enhance applications. You can add fields to the following UI elements using key user adaptation:

With this app, you can quickly gain an overview of the items in your purchasing documents for each supplier and keep track of those purchasing documents for which you, as a purchaser, are responsible. Besides the count of purchasing document items, the app provides separate tabs for purchase requisitions, purchase orders, good receipts, and supplier invoices. The clear and customizable views let you monitor your purchasing document items for each supplier at the level of detail you require.

You can use this app to:

• Monitor your purchasing document items based on filter criteria such as material group, purchasing group, plant, status, and purchase order.
• Search by one or more purchase orders, and in the results you can see the corresponding purchase orders, as well as any related purchase requisitions, goods receipts, and supplier invoices in their respective tabs.
• Search using the status for specific document types and in the results you can see the corresponding purchasing document items in their respective tabs. The statuses you can select in the value help corresponds to the statuses available for each document type in their respective manage apps, for example, Manage Purchase Orders. The only exception is for goods receipts where the statuses are specifically Canceled and Completed.
• Get an overview of all documents for which a difference exists between the supplier invoice value and the ordered value.
• Display detailed data of the items in purchase requisitions, purchase orders, goods receipts, and supplier invoices.
• Display purchase requisition items and their distribution (in terms of quantity, value, and percentage) over one or more of their account assignments. So, a purchase requisition item may be listed more than once depending on the number of accounts it's assigned to.
• Display purchase order items and their distribution (in terms of quantity, value, and percentage) over one or more of their account assignments. So, a purchase order item may be listed more than once depending on the number of accounts it's assigned to.
• Display and compare item data for one or more suppliers.
• Adapt the views to display precisely the data you need.
• Navigate to the Purchase Requisition object page.
• Navigate to the Manage Purchase Orders app.
• Navigate to the Material Document details page (only if you have access to the Material Document Overview app).
• Navigate to the Supplier Invoice app (only if you have access to this app).
• Post a goods receipt for a selected purchase order item on the Purchase Orders tab (only if you have the Inventory Manager role).
• Create purchase orders on the Purchase Orders tab.

With this app, you can display a list of material document items and display the material document details of a selected material document item. In addition, you can reverse a material document. This app supports you, for example, as a warehouse clerk or an inventory manager in your daily work.

• Get an overview of material documents such as goods issue, goods receipt, and material movements with the following information, for example:

  • Document date

  • Movement type, for example, goods issue for delivery

  • Document items

    Note

    With the stock change type (for example, stock decrease), you specify for which kind of material document on a specific organizational level you want to search. Depending on the stock change type you choose, you can select further filter criteria.
• Display a list of material document items. You can search for accounting information (G/L account or cost center) in material documents with multiple account assignments of the valuated goods receipt.
  Note

  For non-valuated goods receipts the account assignment is not stored on material document item level. Therefore, neither the material document nor the material documents overview displays the account assignments for non-valuated postings.
• Display a goods receipt (material document) that references a scheduling agreement.
• Display the process flow for a material document with the relevant preceding document and follow-on document.
• Display a list of the serial numbers, if any, that were assigned to materials during the relevant goods movement.
• Displays material documents for batch-managed materials with a split valuation.
• Add attachments to the material document.
• Determine forms of output for a material document, such as print output or electronic data interchange (EDI)
  Note

  SAP provides predefined output forms in output management, such as collection slips. You can copy and adapt these forms for your needs. Note that your settings can affect the formatting of the output forms, and can lead, for example, to unwanted line breaks. SAP recommends that you check your settings and adjust them if necessary.
• Reverse or partially reverse a selected material document.
• Display the details of a selected material document item, for example, single or multiple account assignments.
• Supports the filtering for material documents with item lines that are automatically generated from the stock transfer posting (Auto-Created Item).

  It is only in the case of a transfer posting that there are always two lines for each material in the corresponding material document (for the issuing and receiving plant). This means that you always have an overview of where a transferred material comes from and where the target plant is.

In addition, the app supports the following technical features and options:

• You can export the result list to a spreadsheet.
• You can send a link to the material document details by e-mail.
• To start a conversation and to share your comments on the material document, use chat in Microsoft Teams or Send Email.

Key users can extend the app in the Custom Fields app using the following Business Contexts: Coding Block

You can add fields to the following UI elements using UI adaptation at runtime:

Key users can extend the app in the Custom Fields app using the following business contexts:

• Master Data: Product General
• Master Data: Product Plant
• Master Data: Batch

You can enable usage of standard fields for the data source Find Material Documents Overview Items in the UIs and Reports section of the custom field maintenance and publish the standard fields.

Business users can display fields that you have enabled in the Custom Fields app. The fields that you enable for this app are included in the personalization options for business users for the following UI elements:

Use this app to search for, create, view, and edit profit center master data. This app allows you to manage profit center master data in an easy-to-consume way.

In the Realize Phase, during the setup of your SAP S/4HANA Cloud system, you must create a default profit center and a default profit center group in your quality system. Since master data changes are not transported to your production system, you must create these objects again in your production system before you commence business. You create these master data objects in both systems using the Manage Profit Centers and Manage Profit Center Groups, respectively.

Depending on the role assigned, you can perform the following tasks:

• Search for profit centers.
• View profit center master data.
• Create, edit, copy, and delete a combination of a profit center and a validity period.

  To learn more about editing profit center master data, see Editing Profit Centers and Time-Based Fields.

• Assign company codes to profit centers.
• View all objects using this profit center by navigating to the app Where-Used List – Profit Centers.
• See the changes that were made to a specific profit center. Please note that the app displays only a subset of changes. To see all changes, click or tap All Changes to navigate to the Change Log – Profit Centers app.

You can extend the Manage Profit Centers app according to your business needs. For this purpose, the following extensibility options are available.

The following BAdIs are available for extensibility purposes and can be implemented using the Custom Logic app. These BAdIs use the enhancement spot FINS_PROFIT_CENTER.

• Profit center determination (FIN_PROFIT_CENTER_DETERMINE)

  You can use this BAdI to define how a custom field should interact with other fields on a profit center master data record. It enables you to assign specific values to other fields when the user selects or modifies your custom field.

• Profit center on save action (FIN_PROFIT_CENTER_ON_SAVE)

  You can use this BAdI to determine and validate field values before they are saved in the database.

• Profit center validation (FIN_PROFIT_CENTER_VALIDATION)

  You can use this BAdI to set up validation checks for your custom fields on a profit center master data record.

You can use this app to make important decisions via mobile or desktop devices anywhere and anytime. Using this app, you can process your workflow tasks based on the decision options defined in the back-end system.

• Process your workflow tasks.
• Perform the standard actions (for example, claim, release, or forward a task), available by default.
• Perform mass actions, that is, process several tasks of the same type at the same time.
• View and add comments to an item using the Comments tab of the Detail view.
• View custom attributes that provide additional information about the task instance.
• View, upload, and delete attachments.
• Create and manage substitution rules to manage the tasks in your absence.
• Send emails or post tasks on a preconfigured JAM site.
• View the business cards of the application users.
• Browse, sort, filter, and group tasks requiring action.
• Easily process all your tasks with the preconfigured All Items tile.
• View the support information about a task instance.
• View the task history for workflow tasks.
• View the additional information provided in the related objects for workflow tasks.
• View the completed tasks and suspended tasks from Outbox tile.
• Filter the tasks based on substitute users.
• Filter the tasks using the filter criterion My Tasks and Tasks on Behalf of.

With this app you can clear the goods receipt and invoice receipt clearing account. If quantity differences exist between goods receipt and invoice receipt for a purchase order, then a balance results on the goods receipt and invoice receipt (GR/IR) clearing account. If the quantity invoiced is larger than the quantity received, the system expects further goods receipts for this purchase order to clear the balance. If the quantity received is larger than the quantity invoiced, the system expects further invoices for this purchase order to clear the balance. You can also clear differences for delivery costs.

• Select the transactions for which you want to post the differences.
• Clear the balance manually, if no more goods or invoices are to be received. This can be done in different ways:
  • You can cancel the invoice and post a corrected invoice or a credit memo for the surplus posted quantity.
  • You can clear the GR/IR clearing account manually.
• Maintain GR/IR Account Movements: The offsetting entry to clear the GR/IR account is the same as the posting made when you enter an invoice for a purchase order.
  • Material with Moving Average Price (MAP)

    The GR/IR account is cleared against the stock account, unless no stock coverage exists. If the material stock is smaller than the quantity to be cleared, only the actual stock quantity is debited or credited proportionally. The remaining amount is posted to a price difference account.

  • Material with Standard Price

    The offsetting entry is posted to a price difference account.

  • Purchase Orders Assigned to an Account

    The offsetting entry is made to the cost or fixed asset account shown in the account assignments in the purchase order.

The integration of Transportation Management enables you to use the reference document category Freight Order in the supplier invoice. A freight order refers to a purchase order with lean service items. You can select the Transportation Management indicator in the Origin section.

For the Purchasing Document field, you can select the search view Service Purchasing Documents per Freight Order. This search view contains specific fields, for example, Supplier, Source Location, Destination Location, Departure Date, Arrival Date, and Freight Order.

On the hit list, you can choose Change Layout and then select specific columns, for example Source Location.

The GR/IR clearing account is usually cleared at the end of a period or fiscal year for those order items that no further goods receipts or invoices are expected for.

1. Choose various selection criteria for the transactions for which you want to post the differences.
2. Choose Execute.
3. On the selection screen, the individual purchase order items that have quantity variances are displayed.
4. Select the order items that you want to clear.
5. Clear the GR/IR clearing account for the selected purchase orders by choosing Post.

With this app you can cancel the account maintenance document. If you clear quantity differences between the goods receipt (GR) and invoice receipt (IR) for a purchase order using account maintenance, the system produces an account maintenance document. The document displays the quantities of the debit or credit of a material in the GR/IR clearing account maintenance.

• Enter the document number or select the document number required.

• Reverse the document.

  As a result, the original difference on the GR/IR clearing account is restored.

• Correct the GR/IR clearing account again by means of more goods receipts or by clearing it manually.