Item Category And Account Assignment Category In Sap Mm Jobs

An SAP blanket purchase order is used for purchasing consumables or services from a vendor which can be repeatedly procured during a specific period of time. Consumables include office or shop items such as pens, stationery, nuts or screws and services like routine repair work and other maintenance. A limit is set on the blanket purchase order and multiple Invoices can be processed provided that the total of all the invoices does not exceed the overall limit. In this tutorial, as part of our free SAP MM training, we explore the creation of an SAP blanket purchase order.

SAP Blanket Purchase Order

The basic components of the SAP blanket purchase order process are as follows:

  1. Create Framework Purchase Order
  2. Create Invoice

We walk through these components in the following sections.

Create Framework Purchase Order

Create the SAP blanket purchase order via transaction code ME21N.

Header Section

In the header section of the purchase order, enter the following information for each blanket item for the selected vendor:

  1. Choose document type FO – Framework Order to categorize the order as a blanket purchase order. Every purchase order is assigned a document type to identify the purpose and functionality of the order.
  2. Enter the vendor master number in the Vendor field. For our example, we use vendor 9001 – Michaela Meier.
  3. Click the Additional Data tab in the header section and enter Validity Start and Validity End dates for the blanket purchase order. The validity dates provide the duration during which purchases can be made against the order. In our example, we set a one year validity period, starting on 09/26/2017 and ending on 09/26/2018.

Our example header data can be seen below:

Item Section

In the item section of the SAP blanket purchase order, enter the following details:

  1. Select account assignment category K – Cost center to denote that a cost center should be specified and that all invoices should be charged to that cost center. The account assignment category list may contain standard and customized categories.
  2. Choose item category B – Limit. The item category of a purchase order identifies which type of procurement is taking place and triggers certain features. Item category B, for example, defaults a PO quantity of 1. This item category also switches off the goods receipt requirement for the blanket PO.
  3. Enter text for the item.
  4. Specify the plant for the procurement. In our example, we use plant 9001 – Berlin Distribution.

Our example item data can be seen below:

Item Details

Click the Item Detail button to expand the section. Enter the following information:

  1. Click the Limits tab and enter the overall limit value. The total of all procurements for this purchase order during the validity period cannot exceed this value. Select the No limit tickbox if there should not be a maximum spend for the blanket order. In our example, we set a limit of 5000 EUR as can be seen below:
  1. Click the Account Assignment tab. Based on the account assignment indicator K specified in the item section, specify the cost center and G/L account that all invoices should post to. In our example below, we specified cost center 1000 and G/L account 400000.

Press Enter then Save. The purchase order will be saved as a framework order:

Create Invoice

Now that we have an SAP blanket purchase order, we can begin posting invoices straightaway. Remember that the item category B disables the goods receipt requirement. Post invoices referencing the PO number via transaction code MIRO.

Once invoices have been posted, the invoice receipts will appear on the Purchase Order History tab. In our example we have created three invoices which total 5000EUR, as shown below:

Remember that our blanket purchase order limit was set to 5000 EUR. An attempt to create an additional invoice that exceeds the limit will result in the below error message:

Did you like this SAP MM tutorial? Have any questions or comments? We would love to hear your feedback in the comments section below. It’d be a big help for us, and hopefully it’s something we can address for you in improvement of our free SAP MM tutorials.

Business Process Procedure for standard third party sales

By Gopal Reddy, Wyvil Systems Inc

1.       Business Scenario

a.      Business Process Steps

                                                              a.      Create Third Party Sales Order (VA01) { Purchase requisition will be automatically generated by the system due to the following configurationsà The schedule line category for third party sales order is “CS”.  For the schedule line category “CS” in “Define schedule line category”, the Order type is defined as “NB” which stands for “purchase requisition standard”, Item category is defined as “5” which is a “third party item” and “Account Assignment Category is defined as “1” which stands for third Party. This triggers the generation of purchase requisition automatically by the system.}

                                                             b.      Create purchase order with reference to Purchase Requisition (ME21N)

                                                              c.      Create Invoice Verification for Vendor (MIRO) w.r.t Purchase Order

                                                             d.      Generate billing document to the customer (VF01) w.r.t 3rd party sales order.

2.       Inputs/Pre Requisitions

a.      Organization Data

Sales organizationà 3000

Purchase Organizationà 3000

Distribution Channelà01

Divisionà 00

Plantà 3000

Storage Locationà 0002

Ware house Numberà 001

b.      Master Data

·         Material {Create a Trading Material (material type:       HAWA), In Sales Organization 2 view assign Item Category Group as “BANS”, in MRP2 view make sure that the procurement type is “F” à External Procurement, there should be no warehouse related views, assign MRP Type as “ND”à No Planning — Material Number used in this document: 4540

·         Customer—200193

·         Vendor --- 400036  (need to create a Vendor if doesn’t have)

·         Condition record for price, PR00 @100.00

c.       SPRO Configurations

·        Define the item category –{  TASà Third party Item, Billing Relevance Fà Order related Billing Doc- status according to invoice quantity}

·        Define Item Category Group—{ BANSàThird Party Item}

·        Assign item Categories –{ ORà BANSà TAS}

·        Define the Schedule line categories—{ CSà Leg, Order TYPEà NB (Purchase Requisition Standard), Item Categoryà5 (Third Party), Account Assignment Catà1 (Third- Party)}

·        Assign Schedule Line Category--- { TASà CS}

SPRO Configurations check for Third Party Sales

1.      Configurations list for third party sales in SPRO settings

2.      Click on Define the item category and define TAS as Third party Item. Click on Display details icon.

3.      Check whether the Billing Relevance is defined as F {Order related Billing Doc- status according to invoice quantity}. Click on logoff button.

4.      Click on Define Item Category Group— BANSàThird Party Item. Click on Logoff icon

5.      Click on Assign item Categories and assign standard order type OR to third party item category group BANS and item category TAS. Click on Logoff Icon

6.      Click on Define the Schedule line categories and define the schedule line category as CSà Leg

7.      Click on display details icon and define Order TYPE as NB (Purchase Requisition Standard), Item Category as 5 (Third Party), Account Assignment Cat as 1 (Third- Party)

8.      Click on Assign Schedule Line Categories and assign item category TAS to schedule line category CS

Click here to continue...

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