Copyright

Copyr i ght 1997 SAP AG. Al l r i ght d r eser ved.

Nei t her t hi s t r ai ni ng manual nor any par t t her eof may be copi ed or
r epr oducced i n any f or m or by any means, or t r ansl at ed i nt o anot her
l anguage, wi t hout t he pr i or consent of SAP AG. The i nf or mar t i on
cont ai ned i n t hi s document i s subj ect t o change and suppl ement
wi t hout pr i or not i ce.
Al l r i ght s r eser ved.
Target Group
1 Pr oj ect t eam
1 DP admi ni st r at or s
The R/3 Integration Model
SD
vendas e
distrib.
FI
contab.
Financeira
CO
Controlling
AM
Admin.
Imobilizado
MM
Admin.
Materiais
PP
Planej.
Produo
QM
Admin.
Qualidade
PM
Manuteno
HR
Recusos
Humanos
PS
Sistema de
Projetos
WF
Workflow
IS
Solues
Industriais
Curriculum path Logistics - MM
LO020
External Procurement
Level 2
Level 3
LO510
Inventory management
LO510
invoice Verification
LO520
Optimizing the Procurement
Process
LO525
Consumption-Based
Planning (MM) and Forecast
LO525
Consumption-Based
Planning (MM) and Forecast
LO530
Warehouse management
LO535
Periodic Material Valuation
LO540
Procurement of External Services (MM)
LO545
QM in Materials Management
LO910
Configuration and Organization:
Logistics (Part I )
LO525*
Special Forms of Procurement in SD
and MM
LO550
Configuration and Organization:
Materials Management
* Course not available until
1997
CA310
Classification
CA320
Document Management
LO555
Special Features of LIS in
Materials Management
LO560
Decentralized
Warehouse Management
LO955
Batch Management
Table of Contents: LO540
Chapter 1 Int r duct i on t o t he Chapter 5 Opt i mi zi ng t he pr ocur ement
pr ocur ement of ext er nal pr ocess
ser vi ces
Chapter 2 Mast er dat a Chapt er 6 Val ue l i mi t s
Chapter 3 Ext er nal ser vi ces: t he bi d Chapter 7 Ent r y and accept ance of
i nvi at i on phase ser vi ces per f or med
Chapter 4 Wor ki ng wi t h cont r act s Chapter 8 Invoi ce ver i f i cat i on
Gener al i nt r oduct i on
Chapter 1 Procurement of External Services:
Introduction
1 Pr ocur ement cycl e f or ext er nal l y per f or med ser vi ces
( bi d i nvat at i on, awar d of cont r act , accept ance)
1 Int egr at i on i n MM ( par t i cul ar l y i n MM Pur chasi ng)
Chapter 1 Objectives
1 Cour se par t i ci pant s ar e f ami l i ar i zed wi t h t he pr ocur ement cycl e f or
ext er nal l y per f or med ser vi ces and l ear n how t hi s f or m pr ocur ement i s
i nt egr at ed wi t hi n t he MM component , par t i cul ar l y MM Pur chasi ng.
Steps in the Procurement of Services
Or der i ng
pr ocess
Vendor
sel ect i on
Souce
det er mi nat i on
Quot at i on
ent r y
Bi d
i nvi t at i on
Cr eat i on of
ser vi ce
speci f i cat i ons
Det er mi nat i on
of r equi r ement s
Payment
Invoi ce
ver i f i cat i on
Ser vi ce
accept ance
Ser vi ce
ent r y
PO moni t or i ng/
f ol l ow-up
-user depar t ment
-PM Pl ant mai nt enance
-PS Pr oj ect syst em
Purchasing Documents
Pur chase r equi st i on Request f or quot at i on Quot at i on
Pur chase or der Cont r act Ser vi ce ent r y sheet
Requi si t i on RFQ
PO
1
1
2
Contract
Quot e Quot e
A B
?
Structure of a Purchasing Document
Pur chasi ng
document
Document Header
- Gener al dat a
- St at i st i cs
- Messages
- Condi t i ons
Header
It ems
1
2
3
.
.
It em 1
Gen. Descr i pt i on of
pl anned pr ocur ement
Sub- i t em 1
- Ser vi ce descr i pt i on
- Quant i t i es
- Condi t i ons
1
2
3
Structure of a PO for Services: Example
Purchase order
Validity: 01.01. - 12. 31
Text: EDP system changeover
Header
Text: Software implementation
Date: 12.31.
Item 1
Service 1
Service 2
Service 3
.
.
.
Service specifications
Service specifications
Service Specs. In purchasing Document
PO PO
Outline level
Service line
01 Selection of software components
01 Definition of requirements
Consultant K4 10 days $2,100.00
02 Adjustment of components
01 Component A
Consultant K3 5 days $1,900.00
02 Testing configuration/settings
Consultant K3 4 days $1,900.00
Uniplanned services
up to max. 60,000.00
Value limit
Procurement of Stock Materials and Services:
Comparison
PO # 12345 Jan. 27
Item 10 Material : Steel - 01
PO quantity : 250 pcs.
Acct. Assgt. : CC 123
Item 20 Metal - 03
100 pcs.
CC 400
PO # 12345 Jan. 27
Item 10 Repair printing press
- Exact service description
- PO quantity
- Account assignment
Cost control - Contracts
via: - Limits
!
?
?
Service entry sheet Feb. 3
Item 10
L1 Oil filter replaced
Cost center 132
Limit adhered to
Release procedure Acceptance
?
?
GR against PO 12345, item 10
Procurement of Consumable Materials and
Services: Comparison
Ser vi ces - l i ke consumabl e mat er i al s - ar e char ged t o a cost cent er or an
asset f or exampl e. They ar e consumed i mmedi at el y uppon r ecei pt .
Ther e i s no i nvent or y management
Exampl es of
Consumabl e mat er i al s:
Sof t war e f or a comput er syst em
Ser vi ces:
Inst al l at i on of comput er sof t war e
Ser vi ce speci f i cat i ons i n pur chasi ng document s ar e cont r ol l ed vi a i t em
cat egor y D .