Download - Sap Requisition
8/13/2019 Sap Requisition
http://slidepdf.com/reader/full/sap-requisition 1/77
SAP RequisitionsRequisitionerMM_REQ_300
8/13/2019 Sap Requisition
http://slidepdf.com/reader/full/sap-requisition 2/77
Table of ContentsCourse topics are hyper-linked to respective slides !" desired
click on topics to quick-#u$p to that section
Note: Must be in Presentation mode to use hyper-link functionality (Press F5to begin).%hat is SAP Requisition& Slide '%ho Should Receive Requisition Training& Slide (%hen are Requisitions )sed& Slide *+o, Requisitions i""er "ro$ .ther /ethods Slide +o, to no, Requisition is the Right /ethod&Slide 3ote4 Purchase o" +ealthcare !te$s Slide 5SAP Roles Slide 6
Role Co$7inations Slide 10 Training Require$ents "or epart$ental Roles Slide 11SAP 8eneral Process Flo, Slide 12)nderstanding Transaction Codes Slide 1'9endor .vervie, Slide 1(:egin Requisition Process Slide 1*Requisition /a#or Sections Slide 16
Personal Settings Slide 2(Create Requisition Slide 2Select Account Assign$ent Category Slide 26Select 9endor Slide '0Co$plete ;ine !te$ .vervie, Slide '2etails Section < Set Account Assign$ent Slide ''etails Section < Te=t 3otes Slide '(etails Section < elivery Address Slide '*
Create Attach$ent Slide '5 SAP Requisition Training - Fall 2012
8/13/2019 Sap Requisition
http://slidepdf.com/reader/full/sap-requisition 3/77
What is SAP Requisition?SAP Requisition is the )niversityBs "or$al procure$entsyste$ "or ) +ealthCare College o" /edicine and Facilities
areas using Plant /aintenance DP/Eepart$ental sta"" enter requisitions into SAP "or purchase o"needed goods and services "or their areas Follo,ing approvalrequisitions are processed into purchase orders 7y thePurchasing ivision and placed ,ith vendors
eturn to !able of "ontentsSAP Requisition Training - all !0"!
8/13/2019 Sap Requisition
http://slidepdf.com/reader/full/sap-requisition 4/77
Who Shoul# Re$ei%e SAP Requisition Training?
Any persons authoried to per"or$ procure$ent "unctions ,ithinthe "ollo,ing areas4
•
) +ealthCare• College o" /edicine
• Facilities areas using Plant /aintenance DP/E
This includes ad$inistrativeGother sta"" or "aculty conductingpurchases on 7ehal" o" their depart$ents or units
&ote4 The acade$ic ca$pus sector has transitioned to Su''lierRelationshi' Manage(ent )SRM* as its "or$al procure$entsyste$ SR/ is an SAP product that "acilitates e-procure$ent o"goods and services via a ,e7-7ased plat"or$ The a7ove areas
,ill transition to the SR/ syste$ during the "orthco$ing Phase !!o" i$ple$entation
eturn to !able of "ontentsSAP Requisition Training - Fall 2012
8/13/2019 Sap Requisition
http://slidepdf.com/reader/full/sap-requisition 5/77
When are SAP Requisitions +se#?:eing the "or$al procure$ent syste$ "or ) +ealthCareCollege o" /edicine and Facilities the SAP Requisition is used"or the "ollo,ing purchases4
•
Purchases "or ,hich the dollar a$ount e=ceedsprocure$ent card li$its
• Purchases regardless o" a$ount "or ,hich the vendordoes not accept the procure$ent card
•
Any purchase regardless o" a$ount that involves ,rittenagree$ents
• Co$$odities having special conditions or nature Diepersonal service contracts leases licensed goods etcE
•
Purchase o" capital equip$ent Die H I2000 cost or HI1000 "or co$putersE
eturn to !able of "ontentsSAP Requisition Training - Fall 2012
8/13/2019 Sap Requisition
http://slidepdf.com/reader/full/sap-requisition 6/77
,o SAP Requisitions .iffer fro( other Pur$haseMetho#s
SAP Requisitions di""ers "ro$ other purchase $ethods "or ,hichdepart$ents have delegated authority
"/ Pro$ure(ent $ar# < )sed "or purchase o"4
•
/ost s$all dollar operational goods and services ,ith totalcost J I*000• >quip$ent ,ith ite$ cost J I2000 co$puters J I1000
D>=ception4 Purchase o" ell co$puters is allo,a7le "or ordersup to I*000 on procure$ent cardE
• !te$s involving no special conditions or ,ritten agree$ents
!/ Pa(ent Request .o$u(ent )PR.* < )sed "or processingpay$ents "or select goods and services that are usually o" adiscretionary nature or "or ,hich little or no Purchasing policyapplies eg speaker "ees govern$ent "ees a,ards patient
rei$7urse$ents etc
Accounts Paya7le holds responsi7ility "or the PR progra$
&ote4 So$e areas Deg +ospital Facilities etcE haverestrictions on usage o" the procure$ent card "or $any
purchases and require the requisition as their purchase $ethodo" choice eturn to !able of "ontentsSAP Requisition Training - Fall 2012
8/13/2019 Sap Requisition
http://slidepdf.com/reader/full/sap-requisition 7/77
,o .o 1 2no SAP Requisition is the Right Metho#?
The Purchasing G AP Kuick Re"erence dictates the correct$ethod 7y co$$odity type and can 7e "ound on the Purchasing
,e7site at4http4GG,,,ukyeduGPurchasingGdocsGquickre"guidepd"
eturn to !able of "ontentsSAP Requisition Training - all !0"!
8/13/2019 Sap Requisition
http://slidepdf.com/reader/full/sap-requisition 8/77
&ote Pur$hase of ,ealth$are 1te(s1('ortant note for hos'ital requisitioners that ill or#erhealth$are-relate# goo#s an# ser%i$es
A di""erent requisition type $ay 7e applica7le ,hen purchasingite$s "or hospital areas So$e co$$odities Deg capitalequip$ent $edical supplies etcE require a @L: requisition type,hen creating an order
Additional in"or$ation regarding this can 7e "ound at4http4GG,,,ukyeduGPurchasingGdocsG7n7$atri=pd"
The guide on the a7ove link sho,s co$$odities "or ,hich the L:requisition type is required This course ,ill sho, ho, to set theL: requisition type at the appropriate step
L: requisitions are not applica7le to College o" /edicine orFacilities
eturn to !able of "ontentsSAP Requisition Training - all !0"!
8/13/2019 Sap Requisition
http://slidepdf.com/reader/full/sap-requisition 9/77
SAP Roles
;evel SAP RoleRole escription
CorrespondingSAP docu$ent
type
epart$entRequisition
er
Responsi7le "or creating a@Requisition to purchase
goods andGor services"ro$ a particular supplier
Requisition
epart$ent GCollege G )nit Approver
Approves Requisitions "ortheir depart$ent or area --
Purchasing :uyerResponsi7le "or university-
,ide contractingprocesses "or various
co$$odities
Purchase.rder
epart$ent8oods
Receiver
Con"ir$s physical receipto" goodsGservices in
satis"actory condition8oods Receipt
AccountsPaya7le Dor
+ospitalAccountingE
--Posts invoices against
purchase orders
!nvoice
Receipteturn to !able of "ontents
SAP Requisition Training - all !0"!
8/13/2019 Sap Requisition
http://slidepdf.com/reader/full/sap-requisition 10/77
Role Co(binations1n or#er to (aintain $he$4s an# balan$es there is a li(it on the
nu(ber an# stru$ture of roles an one 'erson (a hol#/ Thefolloing (atri5 shos all 'er(issible $o(binations for %arious
'ro$ure(ent roles ithin my +2/
The sa(e 'erson is not require# to hol# all roles ithin anone o'tion/ The $o(binations refle$t the (a5i(u( roles ithin
ea$h o'tion an one 'erson (a hol#/eturn to !able of "ontents10SAP Requisition Training - Fall 2012
8/13/2019 Sap Requisition
http://slidepdf.com/reader/full/sap-requisition 11/77
Training Require(ents for SAP .e'art(ental Roles
Role Training Require$ents
Requisitioner Requisitioners are required to take and passweb-based training course //MR>KM'00 <Requisitions via my ) Training Syste$
Approver Approvers are required to take and pass web-based training course //MSR/MAPPM'00 <
Co$7ined Approvers via my ) TrainingSyste$
8oods Receiver 8oods Receivers are required to take and passweb-based training course //MR>CM'20 <8oods Receiving via my ) Training Syste$
eturn to !able of "ontentsSAP Requisition Training - Fall 2012
8/13/2019 Sap Requisition
http://slidepdf.com/reader/full/sap-requisition 12/77
1 CreateRequisition
DeptE
2 ApprovalDept G )nit G
CollegeE
' Purchase.rder Sent to
SupplierDPurchasingE
( 8oodsReceipt DeptE
* !nvoicePosting GCheck
Pay$entDAccountsPaya7le G+ospital
AccountingE
SAP 6eneral Pro$ess lo )7 Ste's*
• The depart$ent creates requisitions "or ite$sGservices ,ithapprovalDsE to "ollo,
• Purchasing processes and places the purchase order ,ith thesupplier
• Along ,ith the purchase order goods receipts and invoice postingsco$plete the '-,ay $atch and pay$ent releases
• A pre-encu$7rance is esta7lished ,hen the requisition is createdN the
actual encu$7rance is created at point o" purchase order processingeturn to !able of "ontents
SAP Requisition Training - all !0"!
8/13/2019 Sap Requisition
http://slidepdf.com/reader/full/sap-requisition 13/77
+n#erstan#ing Transa$tion Co#es Tasks ,ithin the SAP environ$ent are e=ecuted via @TransactionCodes aka T-codes >ach T-code is alphanu$eric and
e=ecutes a unique task The "ollo,ing T-codes are pri$arily used 7y requisitioners4
• />*13 < Create Requisition• ?0' < isplay 9endor
The "ollo,ing T-codes $ay also 7e used 7y requisitioners asneeded 7ut the tasks listed can also 7e e=ecuted "ro$ ,ithinthe />*13 screen "or convenience purposes4
• />*23 < Change Requisition• />*'3 < isplay Requisition• />2'3 < isplay Purchase .rder
eturn to !able of "ontentsSAP Requisition Training - all !0"!
8/13/2019 Sap Requisition
http://slidepdf.com/reader/full/sap-requisition 14/77
8en#or 9%er%ie
eturn to !able of "ontents
The )niversityBs 9endor ata7ase is $anaged 7y the Purchasingivision The data7ase contains an entry "or every vendor ,ith
,ho$ the )niversity conducts 7usiness via purchase orders andother purchase-related transactions
:e"ore a requisition can 7e entered the 9endor ata7ase $ust7e checked to con"ir$ the vendor entry is listed and ,ith thecorrect address
!" the vendor cannot 7e "ound they $ust co$plete a 9endorApplication For$ and su7$it "or consideration The "or$ can 7e"ound at4 http4GG,,,ukyeduGeFor$sG"or$sGvendapp-sappd"
Kuestions regarding the 9endor ata7ase can 7e sent to4
)PurchasingOukyedu
SAP Requisition Training - Fall 2012
8/13/2019 Sap Requisition
http://slidepdf.com/reader/full/sap-requisition 15/77
8/13/2019 Sap Requisition
http://slidepdf.com/reader/full/sap-requisition 16/77
;ogin to my +2
' ;ogin to my )using your Aand pass,ord
2 Clickmy ) "ro$
the ;ink :luesite
1 Click ;ink:lue "ro$ the
) +o$e
Page
1eturn to !able of "ontentsSAP Requisition Training - Fall 2012
8/13/2019 Sap Requisition
http://slidepdf.com/reader/full/sap-requisition 17/77
;aun$h Pa#
( Click the;aunch Pad
icon to enterSAP
eturn to !able of "ontentsSAP Requisition Training - Fall 2012
8/13/2019 Sap Requisition
http://slidepdf.com/reader/full/sap-requisition 18/77
SAP Eas A$$ess* The SAP >asyAccess $enu ,illappear >nter T-
code />*13 toopen the
requisitionscreen
T1P4 ou can alsocreate custo$ied
"olders and list T-code
Favorites that you$ay use repetitively
eturn to !able of "ontentsSAP Requisition Training - Fall 2012
8/13/2019 Sap Requisition
http://slidepdf.com/reader/full/sap-requisition 19/77
Requisition Ma<or Se$tions
eturn to !able of "ontents
ocu$e
nt.vervie
,
+eader DTopE
!te$.vervie,D/iddleE
!te$ etailsD:otto$E
SAP Requisition Training - Fall 2012
8/13/2019 Sap Requisition
http://slidepdf.com/reader/full/sap-requisition 20/77
Requisition ;aout = ,ea#er )To'*
3otes relevant to arequisition can 7e
entered +eadernotes are "orinternal use only
&ote +eader notes apply toan entire requisition 3otesspeci"ic to individual line
ite$s are entered in the !te$etails D7otto$E section
eturn to !able of "ontentsSAP Requisition Training - Fall 2012
8/13/2019 Sap Requisition
http://slidepdf.com/reader/full/sap-requisition 21/77
Requisition ;aout = 1te( 9%er%ie )Mi##le*
ata includesvendor product
nu$7erdescription
quantity priceetc
!te$ .vervie,section sho,s
ordered ite$s inline ite$ "or$at
eturn to !able of "ontentsSAP Requisition Training - Fall 2012
8/13/2019 Sap Requisition
http://slidepdf.com/reader/full/sap-requisition 22/77
Requisition ;aout = 1te( .etails ):otto(*!te$ etails
section containsadditional
in"or$ation such
as AccountAssign$ent
elivery Addressetc
!n"or$ation can 7eenteredGedited on aline ite$ 7asis Click
the upGdo,n 7uttonsto $ove 7et,een
$ultiple lines
eturn to !able of "ontentsSAP Requisition Training - Fall 2012
8/13/2019 Sap Requisition
http://slidepdf.com/reader/full/sap-requisition 23/77
Requisition ;aout = .o$u(ent 9%er%ieocu$ent
.vervie, is onthe le"t side o" thescreen !t displays
a record o"requisitions as
you create the$ Turning ocu$ent.vervie, o"" ,ill
collapse it "or $orerequisition screen
space
eturn to !able of "ontentsSAP Requisition Training - Fall 2012
8/13/2019 Sap Requisition
http://slidepdf.com/reader/full/sap-requisition 24/77
Personal Settings
eturn to !able of "ontentsSAP Requisition Training - all !0"!
8/13/2019 Sap Requisition
http://slidepdf.com/reader/full/sap-requisition 25/77
Personal Settings
1 Fro$ the/>*13 requisition
screen clickPersonal Setting
eturn to !able of "ontents
Personal Settings (ust be $onfir(e# an# setu' for ourrequisition role 'rior to entering our first requisition to
ensure a su$$essful e5'erien$e/
SAP Requisition Training - Fall 2012
8/13/2019 Sap Requisition
http://slidepdf.com/reader/full/sap-requisition 26/77
Personal Settings2 )nder the
e"ault 9alues ta7$odi"y settings to
$atch ite$snotated in red
7o=es
eturn to !able of "ontents
!" you are $issing
any e"ault 9aluesclick /ore Fields7utton to access
additional 9alues to$ove into vie,
' Click Saveicon ,hen"inished
SAP Requisition Training - Fall 2012
8/13/2019 Sap Requisition
http://slidepdf.com/reader/full/sap-requisition 27/77
Create Requisition
eturn to !able of "ontentsSAP Requisition Training - all !0"!
8/13/2019 Sap Requisition
http://slidepdf.com/reader/full/sap-requisition 28/77
Requisition T'e an# ,ea#er &ote
1 3: is the standard
purchase requisition typeand populates 7y de"ault
+ospital requisitionersentering type L:
requisitions ,ill select L:Req +ealthcare "ro$ the
drop do,n
2 !" applica7le enter anyrelevant notes Requisition
header notes are seeninternally onlyN they ,ill
not print on the purchaseorder
eturn to !able of "ontents
A %en#or quote (ust be obtaine# 'rior to beginning arequisition/ Mu$h of the #ata entere# into the requisition is
(irror infor(ation fro( the quote/
SAP Requisition Training - Fall 2012
Re(e(ber4 !" you are7uying certainco$$odities "or the
hospital you $ay need toselect L: Req +ealthcareas your requisition type
9isit
http4GG,,,ukyeduGPurchasingGd "or $ore in"or$ation
8/13/2019 Sap Requisition
http://slidepdf.com/reader/full/sap-requisition 29/77
Sele$t A$$ount Assign(ent Categor
( >nter Account Assign$entCategory as "ollo,s4
< i" using Cost CenterP < i" using %:S ele$ent Deg
grantE? < i" split accounting across
$ultiple cost o7#ects
' >nterline ite$nu$7er
eturn to !able of "ontentsSAP Requisition Training - Fall 2012
8/13/2019 Sap Requisition
http://slidepdf.com/reader/full/sap-requisition 30/77
Sele$t 8en#or
* To search "or theesired 9endor click
the possi7le entriesicon to the right
eturn to !able of "ontents
>nter a portion o" thevendorBs na$e into the3a$e 7o= placing DQE
on each end
Click toconductsearch
T1P !" kno,n therequisitioner can enter
other search criteria Dcitypostal code etcE tore"ine searches and
produce 7etter results
SAP Requisition Training - Fall 2012
8/13/2019 Sap Requisition
http://slidepdf.com/reader/full/sap-requisition 31/77
Sele$t 8en#or
&ote4 9endors "or SAPrequisitions $ust 7eidenti"ied ,ith 8roup
LPR. !" the vendor youneed is listed ,ith a
di""erent group contactPurchasing "or assistance
5 ;ocate thecorrect vendor and
dou7le click on theentry
eturn to !able of "ontentsSAP Requisition Training - Fall 2012
8/13/2019 Sap Requisition
http://slidepdf.com/reader/full/sap-requisition 32/77
Co('lete ;ine 1te( 9%er%ie
10 >nter
short te=tdescription o"ite$
6 >nter vendorcatalog nu$7er
"ro$ the quote
eturn to !able of "ontents
11 >nter
quantity unito" $easure
and price each
12 >nter theRequired elivery
datePress >nter ,hen
co$plete
SAP Requisition Training - Fall 2012
8/13/2019 Sap Requisition
http://slidepdf.com/reader/full/sap-requisition 33/77
.etails = Set A$$ount Assign(entThere are three tabs ithin the 1te( .etails se$tion to
$o('leteA$$ount Assign(ent > Te5ts> an# .eli%er A##ress/
9'tional4 So$edepart$ents use a
statistical internal ordernu$7er "or additionalaccounting controls !"
applica7le it is entered in
the .rder 7lank
1' Co$plete AccountAssign$ent ta7 >nter the 8;Account and Cost Center or%:S >le$ent nu$7er and
press >nter The other "ields,ill populate auto$atically
eturn to !able of "ontentsSAP Requisition Training - Fall 2012
T1P The 8eneral ;edgerD8;E Account is anaccounting co$ponent thatrelates to the description o"
the goods or servicespurchased
8/13/2019 Sap Requisition
http://slidepdf.com/reader/full/sap-requisition 34/77
.etails = Te5t &otes1( !" applica7le enter
te=t notes regarding theline ite$ This $ay
include additional specsetc identi"ied ,ith the
line item
eturn to !able of "ontents
&ote %hile header notes,ill not print on the
purchase order te=t notesat the ;ine !te$ etailslevel will print on the
purchase order
SAP Requisition Training - Fall 2012
8/13/2019 Sap Requisition
http://slidepdf.com/reader/full/sap-requisition 35/77
.etails = .eli%er A##ress.eli%er a##ress is entere# ne5t/ Man $a('us #eli%er
a##resses areliste# in a #atabase/
1 >nterkey,ord related
to deliveryaddress na$e
,ith DQE on each
end
1* Click the
Possi7le >ntriesicon on the
elivery Addressta7
eturn to !able of "ontents
1 Click.
SAP Requisition Training - Fall 2012
8/13/2019 Sap Requisition
http://slidepdf.com/reader/full/sap-requisition 36/77
.etails = .eli%er A##ress
&ote4 !" you have$ultiple lines clickthe Repeat Addresson 7utton to copy to
all lines
eturn to !able of "ontents
15 ;ocate anddou7le click on the
correct deliveryaddress "ro$
,ithin the searchresults
eliveryaddress
populatesauto$atically
SAP Requisition Training - Fall 2012
8/13/2019 Sap Requisition
http://slidepdf.com/reader/full/sap-requisition 37/77
.etails = .eli%er A##ress1f our $a('us #eli%er a##ress is not foun# in the
#atabase> ou (a enter it #ire$tl into the for( %iafreehan#/
eturn to !able of "ontents
&ote .nly one delivery
address is allo,ed perrequisition
SAP Requisition Training - Fall 2012
h
8/13/2019 Sap Requisition
http://slidepdf.com/reader/full/sap-requisition 38/77
Create Atta$h(entThe %en#or quote shoul# be ele$troni$all atta$he# to the
requisition/
20 SelectCreate
ocu$ent inSAP :
16 Click 7lacktriangle on rightside o" Services "or
.7#ect icon
eturn to !able of "ontentsSAP Requisition Training - Fall 2012
C A h
8/13/2019 Sap Requisition
http://slidepdf.com/reader/full/sap-requisition 39/77
Create Atta$h(ent
22 Click.pen toattach
21 ;ocate andhighlight "ile ,ithin
your driveDsE
eturn to !able of "ontents
Attach$entsuccess"ul $essagesho,s at 7otto$ le"t
o" screen Attach$ent,ill e=ecute ,hen
docu$ent is Saved
SAP Requisition Training - Fall 2012
Ch 4 f E # S
8/13/2019 Sap Requisition
http://slidepdf.com/reader/full/sap-requisition 40/77
Che$4 for Errors an# Sa%e
Requisitionnu$7er ,ill
sho, at 7otto$le"t o" screen
2' ClickCheck tocheck "or
errors
eturn to !able of "ontents
2( !" no errorse=ist click Save
icon at top to"inish
T1P The check 7utton ,ille=pose any errors that $ay
e=ist An error ,ith a red icon
$ust 7e corrected 7e"oresaving A yello, icon error is
only an advisory and does notrequire correction
SAP Requisition Training - Fall 2012
. t 9 i
8/13/2019 Sap Requisition
http://slidepdf.com/reader/full/sap-requisition 41/77
.o$u(ent 9%er%ie.o$u(ent 9%er%ie hol#s a re$or# of all requisitions ou
$reate
Requisitionsyou create ,illappear ,ithin
ocu$ent.vervie,
Click on the
Selection 9ariantand select /ypurchase
requisitions
eturn to !able of "ontentsSAP Requisition Training - Fall 2012
.i l R i iti
8/13/2019 Sap Requisition
http://slidepdf.com/reader/full/sap-requisition 42/77
.is'la Requisition ou $an #is'la the $ontents of an requisition ithin
.o$u(ent 9%er%ie b #ouble $li$4ing on the requisitionnu(ber/ This is i#enti$al to using T-$o#e ME73&/Requisition
entersdisplay$ode
ou7le-click any
requisitionnu$7er
eturn to !able of "ontentsSAP Requisition Training - Fall 2012
E#it R i iti
8/13/2019 Sap Requisition
http://slidepdf.com/reader/full/sap-requisition 43/77
E#it Requisition
eturn to !able of "ontents
A requisition can 7e edited a"ter creation Co$$on edits $ayinclude4
•Add delete or $odi"y line ite$s
• /odi"y Account Assign$ent• Add Attach$ent
The requisitioner or approver can edit the docu$ent providedthe purchase order has not 7een processed
1('ortant4 The requisition should not 7e edited a"ter thepurchase order is created !" you have $odi"ications to an ordera"ter the P. is processed contact Purchasing "or guidance
!" a purchase orderhas 7een processedit ,ill appear on theStatus ta7 ,ithin the
etails section
SAP Requisition Training - Fall 2012
E#it R i iti
8/13/2019 Sap Requisition
http://slidepdf.com/reader/full/sap-requisition 44/77
E#it Requisition2 Click the
pencilGglasses iconto $ove docu$ent
into edit $ode
Dscreen ,ill turn,hiteE
1 ou7le-clickthe requisitionnu$7er "ro$
,ithin ocu$ent.vervie,
eturn to !able of "ontentsSAP Requisition Training - Fall 2012
E#it R i iti
8/13/2019 Sap Requisition
http://slidepdf.com/reader/full/sap-requisition 45/77
E#it Requisition
( Click Save,hen "inished
,ith edits
eturn to !able of "ontents
' /akechanges as
needed to therequisition
SAP Requisition Training - Fall 2012
8/13/2019 Sap Requisition
http://slidepdf.com/reader/full/sap-requisition 46/77
Su''le(entar
Tas4s
eturn to !able of "ontentsSAP Requisition Training - all !0"!
A''ro%al
8/13/2019 Sap Requisition
http://slidepdf.com/reader/full/sap-requisition 47/77
A''ro%alAfter the requisition is $reate#> it ne5t (o%es to the
A''ro%al 'ro$ess/ A''ro%al status $an be %iee# on therequisition/
8reen check $arkindicates
approvalco$pleted anddocu$ent has
$oved toPurchasing
1 ou7le-clickrequisition "ro$,ithin ocu$ent
.vervie, to display
eturn to !able of "ontents
2 Release Strategyta7 sho,s approverstatus ello, icon$eans docu$ent
has not 7eenapproved
SAP Requisition Training - Fall 2012
A''ro er ;e els
8/13/2019 Sap Requisition
http://slidepdf.com/reader/full/sap-requisition 48/77
A''ro%er ;e%els
Total %alue of#o$u(ent
A''ro%al)s*Require#
;ess than @"0>000 ;e%el " onl
@"0>000 or greater ;e%el " ;e%el !
&ote S'e$ial a##itional a''ro%als are require# for'ur$hases of %ehi$les an# $o('uter equi'(ent/ SAP
Wor4flo auto(ati$all routes these to the
a''ro'riate s'e$ial le%el a''ro%ers/
Multi'le a''ro%als (a be require# #e'en#ing on thea(ount
of the requisition
eturn to !able of "ontentsSAP Requisition Training - Fall 2012
1nbo5 9%er%ie
8/13/2019 Sap Requisition
http://slidepdf.com/reader/full/sap-requisition 49/77
1nbo5 9%er%ie
2 Click the%ork"lo, "older
,ithin !n7o=
1 Click the !n7o=icon "ro$ the SAP
>asy Access screen
9arious co$$unicationsregarding approvals
re#ections etc ,ill appear
here Requisitioners alsoreceive .utlook
noti"ications as requisitionsare approved or re#ected
eturn to !able of "ontents
All requisitioners ha%e 1nbo5es/ .o$u(ent-relate# (essagesan# other $o((uni$ations (o%e throughout SAP Wor4flo
to usersB 1nbo5es/
SAP Requisition Training - Fall 2012
,o ,an#le Re<e$te# Requisitions
8/13/2019 Sap Requisition
http://slidepdf.com/reader/full/sap-requisition 50/77
,o ,an#le Re<e$te# RequisitionsRequisitions re<e$te# b an A''ro%er ill a''ear ithin the
1nbo5 of the requisitioner/ SAP also sen#s an 9utloo4notifi$ation hen a requisition is re<e$te#/ A re<e$te#
requisition (ust be $orre$te# an# re-sa%e#> or #elete# asa''li$able/
2 To edit there#ected docu$ent
click the requisitionlink sho,ing at the
7otto$ o" the%ork"lo, screen
eturn to !able of "ontents
1 A re#ected requisition ,illappear in the %ork"lo,
"older o" the !n7o= +ighlightthe docu$ent
SAP Requisition Training - Fall 2012
,o ,an#le Re<e$te# Requisitions
8/13/2019 Sap Requisition
http://slidepdf.com/reader/full/sap-requisition 51/77
,o ,an#le Re<e$te# Requisitions' The requisition ,ill
appear in display$ode Click the
glassesGpencil icon to
edit
eturn to !able of "ontents
( Click the undoicon to clear the
re#ection Screen,ill turn ,hiteallo,ing editing
SAP Requisition Training - Fall 2012
,o ,an#le Re<e$te# Requisitions
8/13/2019 Sap Requisition
http://slidepdf.com/reader/full/sap-requisition 52/77
,o ,an#le Re<e$te# Requisitions
/akecorrections
as necessary
eturn to !able of "ontents
* Check theheader te=ts "ornoteDsE "ro$ the
Approver as toreason "or re#ection
SAP Requisition Training - Fall 2012
,o ,an#le Re<e$te# Requisitions
8/13/2019 Sap Requisition
http://slidepdf.com/reader/full/sap-requisition 53/77
,o ,an#le Re<e$te# Requisitions
>dit success"ul andrequisition returnsto ApproverBs in7o=
Click the check
icon to con"ir$,hether errors e=ist
eturn to !able of "ontents
5 ClickSave to
"inish edit
SAP Requisition Training - Fall 2012
.elete ;ine 1te(s or Entire Requisition
8/13/2019 Sap Requisition
http://slidepdf.com/reader/full/sap-requisition 54/77
.elete ;ine 1te(s or Entire RequisitionRequisition line ite(s $an onl be #elete# if a 'ur$hase or#erhas not been 'ro$esse#/ :efore #eleting an requisition lines>
be sure to $he$4 the Status tab to
$onfir( hether a 'ur$hase or#er has been 'ro$esse#/ 1fnee#e#
$onta$t Pur$hasing for gui#an$e/
eturn to !able of "ontents
!" a purchase orderhas 7een processed it
,ill appear on theStatus ta7 ,ithin the
etails section
SAP Requisition Training - Fall 2012
.elete ;ine 1te(s or Entire Requisition
8/13/2019 Sap Requisition
http://slidepdf.com/reader/full/sap-requisition 55/77
.elete ;ine 1te(s or Entire RequisitionPro%i#e# the status tab #oes not refle$t a 'ur$hase or#er
nu(ber> the requisitioner $an #elete so(e or all lines of therequisition/
eturn to !able of "ontents
1 ou7le-clickthe requisitionnu$7er ,ithin
docu$entovervie,
Re(e(ber Although T-code/>*13 is "or creating
requisitions it ,ill allo, accessto ocu$ent .vervie, to display
or edit requisitions
2 Click thepencilGglasses icon
to $ove therequisition to edit
$ode
SAP Requisition Training - Fall 2012
.elete ;ine 1te(s or Entire Requisition
8/13/2019 Sap Requisition
http://slidepdf.com/reader/full/sap-requisition 56/77
.elete ;ine 1te(s or Entire Requisition
eturn to !able of "ontents
'+ighlightthe lineDsE
to 7edeleted
( Clicktrash
can icon
* ClickSave iconto "inish
;ine ite$sho,s
deleted
&ote To delete an entirerequisition4 highlight all
lines click trash can icon
and click Save
SAP Requisition Training - Fall 2012
.is'la Requisition %ia Sele$t 9ther .o$u(ent
8/13/2019 Sap Requisition
http://slidepdf.com/reader/full/sap-requisition 57/77
.is'la Requisition %ia Sele$t 9ther .o$u(ent
Clicking the .therPurchase Requisition
icon allo,s you tolocate and display
any requisition
eturn to !able of "ontents
>nter docu$entnu$7er set radio
7utton and click.ther ocu$ent
The requisition ,illdisplay on the
screen
SAP Requisition Training - Fall 2012
.is'la Pur$hase 9r#er %ia Requisition Status Tab
8/13/2019 Sap Requisition
http://slidepdf.com/reader/full/sap-requisition 58/77
.is'la Pur$hase 9r#er %ia Requisition Status Tab
Corresponding purchaseorder ,illdisplay
To access throughStatus ta74 ou7le-
click on thepurchase order
nu$7er
eturn to !able of "ontents
+sers $an #is'la 'ur$hase or#ers through either therequisition status tab )if P9 is relate# to one of their
requisitions* or using the Sele$t 9ther .o$u(ent feature
)'ro%i#e# P9 nu(ber is 4non*/
SAP Requisition Training - Fall 2012
.is'la Pur$hase 9r#er %ia Sele$t 9ther .o$u(ent
8/13/2019 Sap Requisition
http://slidepdf.com/reader/full/sap-requisition 59/77
.is'la Pur$hase 9r#er %ia Sele$t 9ther .o$u(ent
Correspondingpurchaseorder ,illdisplay
1 To accessthrough Select
.ther ocu$ent
click icon
eturn to !able of "ontents
2 >nter P.nu$7er set radio7utton to P. click
.ther ocu$ent
SAP Requisition Training - Fall 2012
8en#or ;oo4u' +sing 203
8/13/2019 Sap Requisition
http://slidepdf.com/reader/full/sap-requisition 60/77
8en#or ;oo4u' +sing 203
1 >nter T-code?0' "ro$ SAP
>asy Access/enu
eturn to !able of "ontents
Requisitioners $an %erif hether a %en#or is $urrentlliste# ithin the 8en#or .atabase = ithout initiating a
requisition = using T-Co#e 203/
2 Click the
Possi7le >ntriesicon to start
search
SAP Requisition Training - Fall 2012
8en#or ;oo4u' +sing 203
8/13/2019 Sap Requisition
http://slidepdf.com/reader/full/sap-requisition 61/77
8en#or ;oo4u' +sing 203
eturn to !able of "ontents
Search resultsdisplay in ne,
,indo,
' >nter searchcriteria as
nor$al and clicke=ecute
SAP Requisition Training - Fall 2012
Re'orting %ia T-$o#e ME!; = 8en#or
8/13/2019 Sap Requisition
http://slidepdf.com/reader/full/sap-requisition 62/77
Re'orting %ia T $o#e ME!; 8en#or
1 )sing T-code/>2; enter
various criteria tosearch
docu$ents 7ased
on vendor data andGor other
criteria
eturn to !able of "ontents
Requisitioners ha%e a$$ess to %arious T-$o#es for re'ortingnee#s/2 Click to
e=ecute
docu$entsearches anddisplay results
T1P4 Range and$ultiple entry
cells returne=tended results
i" needed
SAP Requisition Training - Fall 2012
Re'orting %ia T-$o#e ME!2 = A$$ount Assign(ent
8/13/2019 Sap Requisition
http://slidepdf.com/reader/full/sap-requisition 63/77
Re'orting %ia T $o#e ME!2 A$$ount Assign(ent
)sing T-code />2enter various criteriato search docu$ents7ased on Account
Assignment dataandGor other criteria
Click e=ecute 7uttonto display results
eturn to !able of "ontents
T1P4 Range and$ultiple entry
cells returne=tended
results i"needed
SAP Requisition Training - Fall 2012
A##itional ,el'ful 1$ons
8/13/2019 Sap Requisition
http://slidepdf.com/reader/full/sap-requisition 64/77
A##itional ,el'ful 1$onsThe ME7" s$reen $ontains other i$ons useful to the
requisition $reator/Pen$ilDglasses icontoggles requisition
7et,een editGdisplay$ode Dsa$e as/>*23G/>*'3E
eturn to !able of "ontents
Refresh icon ,illre"resh ocu$ent.vervie, sho,inglatest requisitions
created
:lan4 sheet
icon starts ane, requisition
SAP Requisition Training - Fall 2012
Wor4ing ith Re%erseF Requisitions
8/13/2019 Sap Requisition
http://slidepdf.com/reader/full/sap-requisition 65/77
Wor4ing ith Re%erse RequisitionsSo(e t'es of or#ers 'erfor( better in re%erseF for(at/
Re%erse or#ers are entere# as one line ite( ith a lu(' su(#ollar a(ount for the entire or#er> regar#less hether the quote
has (ulti'le lines/ Re%erse for(at is usuall use# for $o('le5or#ers su$h as furniture or 'rinting/ The (a also be use# for
or#ers that s'an a length of ti(e an# require (onthl 'a(ents>e/g/> equi'(ent rental/
eturn to !able of "ontents
Conta$t the res'onsible buer in Pur$hasing if ou are unsurehether a s'e$ifi$ requisition ou 'lan to enter (ight or4
best in a re%erse for(at/
Reverse requisitions areentered as one line "or theentire order >nter the total
dollar a$ount in the
quantity colu$n ;.T asthe unit o" $easure and100 in the 9al Price 7o=
SAP Requisition Training - Fall 2012
9btaining ,ar# Co' of Requisition
8/13/2019 Sap Requisition
http://slidepdf.com/reader/full/sap-requisition 66/77
9btaining ,ar# Co' of Requisition
1 Click Custo$ie;ocal ;ayout 7utton
and select +ard Copy"or a print-screen
version or -
There are to as of 'rinting requisitions if nee#e#/
2 Click print7utton in !te$
.vervie,section "or line
ite$ "or$at
printout
eturn to !able of "ontentsSAP Requisition Training - Fall 2012
S'lit A$$ount Assign(ent
8/13/2019 Sap Requisition
http://slidepdf.com/reader/full/sap-requisition 67/77
S'lit A$$ount Assign(ent
2 %ithin the AccountAssign$ent ta7 in etailssection select the type o"split desired Costs can 7esplit 7ased on quantity or
percentage 7asis
1 For split
accounting select ?as the Account
Assign$entCategory
eturn to !able of "ontents
A$$ount Assign(ent for an line ite( $an be #istribute#a$ross (ulti'le $ost $enters or W:S Ele(ents/
SAP Requisition Training - Fall 2012
S'lit A$$ount Assign(ent
8/13/2019 Sap Requisition
http://slidepdf.com/reader/full/sap-requisition 68/77
S'lit A$$ount Assign(ent' >nter the percentage DorquantityE allocated "or eachcost center or %:S ele$ent
and 8; co$7ination )p to66 split accountassign$ents can 7e entered
eturn to !able of "ontents
Re(e(ber Account in"or$ation
is assigned on a line item level inthe etails section The
requisitioner $ay assign di""erentaccounting co$7inations to each
line ite$ 7eing purchased
SAP Requisition Training - Fall 2012
&a(ing Con%ention for Atta$h(ents%hen creating attach$ents re"rain "ro$ inserting special
8/13/2019 Sap Requisition
http://slidepdf.com/reader/full/sap-requisition 69/77
&a(ing Con%ention for Atta$h(entscharacters such as O I Q U etc into the "ilena$e
Filena$es should also not include spaces 7et,een ,ords norunderscores They should 7e na$ed ,ith a purely
alphanu$eric "or$at
>=a$ples o" suita7le "ilena$es4
• /edtechquote1001pd" • Furniturelayoutdoc
>=a$ples o" unsuita7le "ilena$es4
• AP! Printing Kuotepd" D"ilena$e includes spacesE• FisherUincu7ator I1000doc D"ilena$e includes
special charactersE
.nly the "ollo,ing "ile "or$ats are accepta7le as requisitionattach$ents4
• PF ?;S ?;S? .C .C? T?T T!F :/P 8!F +T/;
eturn to !able of "ontentsSAP Requisition Training - Fall 2012
&u(bering Con%entions for Pur$hase 9r#ers
8/13/2019 Sap Requisition
http://slidepdf.com/reader/full/sap-requisition 70/77
gPurchase orders "ollo, nu$7ering conventions depending onthe ca$pus sector in ,hich the requisition originates
P9 &u(ber or(at Area
('???????? Facilities using Plant /aintenance DP/Esyste$
(*???????? Ca$pus and +ospital 3: Requisitions
(???????? +ospital L: Requisitions
eturn to !able of "ontentsSAP Requisition Training - Fall 2012
Status Tab an# Relate# .o$u(ents
8/13/2019 Sap Requisition
http://slidepdf.com/reader/full/sap-requisition 71/77
Status Tab an# Relate# .o$u(ents
Click Status ta7in 7otto$ etails
Section o" therequisition
Related docu$ents arelisted ,ith drill-do,n
capa7ility ou7le-clickon docu$ents i"
needed to accessthe$
eturn to !able of "ontents
The Status Tab lo$ate# ithin the .etails se$tion ill shostatus an# all relate# #o$u(ents )Pur$hase 9r#er> 6oo#s
Re$ei't> 1n%oi$e Posting* for the requisition/
SAP Requisition Training - all !0"!
,o .eter(ine Assigne# Pur$hasing :uer
8/13/2019 Sap Requisition
http://slidepdf.com/reader/full/sap-requisition 72/77
g g
The assigned
7uyer can 7e"ound in theetails section on
the ContactPerson ta7
eturn to !able of "ontents
A Pur$hasing :uer is auto(ati$all assigne# to ea$h'ur$hase or#er/
SAP Requisition Training - Fall 2012
.iagnosing Pro$ess Proble(s
8/13/2019 Sap Requisition
http://slidepdf.com/reader/full/sap-requisition 73/77
g g
eturn to !able of "ontents
As an order evolves through the process the Status ta7 ,ill re"lect,hether su7sequent docu$ents have 7een created
Pro7le$s can 7e "requently diagnosed 7ased on the order status in
the process
>=a$ple4 %ith the purchase order 7eing in place co$pletion o"the 8oods Receipt and the !nvoice Posting co$plete a @'-,ay$atch allo,ing the check pay$ent to release Co$$onpro7le$s relate to one or $ore o" these tasks 7eing unco$pleted
SAP Requisition Training - all !0"!
.iagnosing Pro$ess Proble(s
8/13/2019 Sap Requisition
http://slidepdf.com/reader/full/sap-requisition 74/77
g g
eturn to !able of "ontents
1 To check ,hether8oods Receipts andinvoices are posted
against the purchase
order click the P.nu$7er "ro$ the
requisition Status ta7
The purchaseorder ,illdisplay
SAP Requisition Training - all !0"!
.iagnosing Pro$ess Proble(s
8/13/2019 Sap Requisition
http://slidepdf.com/reader/full/sap-requisition 75/77
g g
eturn to !able of "ontents
' 8oods receipts and
invoices are posted and$atch the P. quantity
allo,ing check pay$ent !"either is $issing or there isa $is$atch the check ,ill
not process
2 8o to the !te$etails section and
click on thePurchase .rder
+istory ta7
SAP Requisition Training - all !0"!
Sign 9ff
8/13/2019 Sap Requisition
http://slidepdf.com/reader/full/sap-requisition 76/77
g
To closerequisition
screen clickicon in upper
le"t corner andselect Close
eturn to !able of "ontents
Click Sign .""to end my )
session
SAP Requisition Training - Fall 2012
SAP ,el' Web Sites
8/13/2019 Sap Requisition
http://slidepdf.com/reader/full/sap-requisition 77/77
'• Resource Page on Purchasing ,e7 site4 http4GG,,,ukyeduGPurchasingGsr$ht$ -
Site includes this Po,erPoint "ile availa7le "or re"erence
• $y+elp < // V Purchasing +elp ,e7 site4http4GG$y+elpukyeduGr,dG+T/;G//ht$l
:oth sites contain Kuick Re"erence Cards updated and printa7le course$anuals Re"erence /anual etc
• Assistance >$ail4 )PurchasingOukyedu