SAP MM Tutorial – SAP Material Management Training Tutorials

SAP MM Tutorial

SAP MM tutorial – Learn SAP Material Management module for free of cost.
This SAP MM training tutorials are specially designed for all beginners and
professional learners in an easy method to implement SAP MM module step
by step with real time project scenarios and issues.

SAP MM stand for Material Management, it is one of the important module of

SAP logistics that deals with procurement, vendor master data and material
resources of a company. In SAP, MM module records all the transactions that
related to goods or materials on a regular basis.

SAP MM module helps to implement the supply chain management (SCM) in

an organization and enables to control the inventory management, forecast
customer demand and updated on all the transactions of supply chain. MM
module can be integrated with various modules of SAP such as Production
planning (SAP PP), Financial Accounting and controlling (SAP FICO), Quality
Management (SAP QM), Warehouse Management (SAP WM), Sales and
Distribution(SAP SD), etc. The integration of SAP MM with other modules
enables the replication of transactions that are processed in other SAP
modules to MM module.

This SAP MM tutorials are specially designed for beginners and covers all
important topics from basics to advanced concepts.

Organizational Structure of SAP MM

The important organizational elements of material management are

1. Client

2. Company Code

3. Plant

4. Purchase Organization

5. Storage Location

6. Purchasing Group
🔍 Expand🔗 New Tab

1. Client: – It is a highest level of organizational unit that contains set of

tables, master data, etc. In real-time SAP basis consultant creates new
SAP clients other than existing clients.

2. Company Code: – Company code is a separate legal entity or

separate accounting department of an organization. All the financial
statements like profit and loss account, business Balance sheets, etc..
are prepared at company code level.

3. Plant: – Plant is a location where the logistics activities such as

production, services and maintenance facilities are performed.

4. Purchasing Organization: –Purchase Organization is a physical

organizational unit which is responsible for procurement of goods and
services for an organization from the vendors.

5. Storage Location: – Storage location is the sub division of plant

where the materials are maintained and stored.
 6. Purchasing Group: – It is a group of persons or employees who are
responsible with the materials that are being purchased in the
organization. Purchase groups are assigned to a respective material
master.

Everything here we are providing SAP MM training for free of cost, so you can
learn SAP Material Management module from www.tutorialkart.com at your
convenient time. If you got any issues, just contact us and our SAP MM
consultants support you and resolve the issues.

SAP MM Course Content

Learn SAP MM module as per syllabus wise for better learning and
understanding. Good luck to all SAP Material Management learners.

SAP MM – Organization Structure

1. Define company

2. Define company code

3. Assign company code to company

4. Define plant

5. Assign plant to company code

6. Define storage location

7. Define purchase organization

8. Define purchasing group

9. Assign purchasing organization to company code .

10. Assign purchasing organization to plant

11. Assign standard purchasing organization to plant

SAP MM – Material Master

1. What is material master in SAP

2. Define attributes of material types

3. Define number range interval for material type

4. Define material groups

5. Maintain company code for material management

 6. Create material codes

7. Create purchase info record

SAP MM – Vendor Master

1. Create vendor account groups

2. Maintain number ranges for vendor accounts

3. Assign number ranges to vendor accounts

4. Define payment terms for vendors

5. Create sundry creditors account

6. Create vendor code

SAP MM – Purchase Requisition (PR)

1. What is purchase requisition (PR)

2. Number ranges for purchase requisition

3. Define document types for PR

4. Define screen layout document level

5. Define text fields for purchase requisition

6. Set up authorization check for G/L account

SAP MM – RFQ/ Quotation

1. Define number ranges for RFQ

2. Define document types for RFQ

3. Define screen layout at document level for RFQ

4. Maintain quotation components

5. Define text types for RFQ/ Quotations

Continue to read and download SAP MM Tutorials.

How to Define Company in SAP (Group Company)

How to Define Company in SAP

The definition of company in SAP systems is optional. Company is an

independent organizational element which is required to consolidate two are
more company codes data at country level or segment level or continental
level. Under group company, you generate consolidated financial statements
as per requirements of an organization.

Example: – Reliance Group, Wipro group, etc.

How to create company in SAP

You can define company in SAP by using:-

 Transaction code: – “OX15“

 Navigation: – SPRO – SAP Reference IMG – Enterprise Structure –

Definition – Financial Accounting – Define Company.

Step 1 : Enter Transaction code “OX15” in the SAP commend field as shown
below image and enter to continue.

Step 2: On change view “Internal trading partners”: overview screen, click

on “New Entries” button to define company in SAP

Step 3 : On “New Entries screen, update the following details.

 Company: – Enter a key that identifies company group in SAP. In our

case we have updated “TKART” for creation of new company.

 Company Name: – In this field you need to updated full descriptive

name of company.

 Name of company 2:- If second name of company available, update

here or keep it as blank.

Detailed Information
  Street: – Enter street name of company located

 Postal code: – Enter postal pin code

 City: – Update city name, in our case we have updated “Bangalore”

 Country: – Here you need to updated country key. e.g. for India – IN,
For United State – US, etc.

 Language key: – By default our language is English, so language key

is “EN”

 Currency: – Enter currency key in which transactions are being

maintained for the group company. It is called as home currency or
local currency.

Note:- You can choose keys from the list for City, Language and Currency by
pressing F4 key from your keyboard.

Step 4: After updating all the required details, click on save button to save
the company details. Now you are prompted for customizing request, click on
new entries button to create new customizing request.
Now update description of customizing request and press enter to continue.
Here we have updated description as SAP FICO configuration.

Successfully we have created company in SAP FICO.

What is Company Code? & How to Define Company Code in SAP

In this SAP tutorials we will learn what is company code in SAP and how to
define company code “TK01″(TK Software limited) step by step using
recommended configuration settings.

What is Company Code in SAP

Company code is an independent organizational unit which is registered

under companies act 1956. Under company code you can generate
individual financial statements like profit & loss account and balance sheets.

 The definition of company code in SAP is mandatory.

 It is mandatory to create at least one company code for implementing

the SAP financial accounting module.

You can define company code in SAP by using navigation method or

transaction code.
  Navigation: – SPRO – IMG – Enterprise Structure – Definition – Financial
Accounting – Edit Copy, Delete, Check company code

 Transaction code: – OX02

 Database Table: – T880

How to define company code in SAP

Step 1) Enter transaction code “OX02” in the SAP commend field and enter
to continue.

Step 2) On change view “Company Code”: Overview screen, displays with

the list of company codes with their names. Click on “New Entries” button to
create new company code as per organizational requirements.

Step 3) On new entries company code screen, update the following details.

 Company code: – Enter 4 digits alphanumeric code that identifies

company in SAP

 Company name: – Update the name of the company

 City: – Enter the name of city in which the company is

located. spaceman slot

 Country: – Enter the name of country. Press F4 for possible entries and
you can select the code from the list.

 Currency: – This currency is also called as home currency or local

currency.

 Language: – Our default language key: English (EN).

Step 4) After updating all the required details, click on save button to save
the configured data.

Now the system prompts the another screen to update the full address of
company. Update all the required address details of company and press enter
to save the data.
Step 5) Now you get the transport request number, save the request. slot
garansi kekalahan
Successfully company code “TK01” is created in SAP system. Continue to
learn how to assign company code to company in SAP.

How to Assign Company Code to Company in SAP

How to Assign Company Code to Company in SAP

In this SAP tutorial you will learn procedure to assign company code to
company in SAP. After successfully creation of company code and company
in SAP, you need to assign company code company in SAP system.

Why Assignment

The link between company and company code in SAP is established through
a assignment of company code to company.

Configuration steps

You can assign by using one of the navigation method or transaction code.

 Navigation: – SPRO – IMG – Enterprise Structure – Assignment

– Financial Accounting – Assign company code to company

 Transaction code : – OX16

Step 1) Enter Transaction code “OX16” in the SAP command field and press
enter to continue.

Step 2) On change view “Assign company code -> Company”:Overview

screen, click on position button and give your company code key. Now your
company code displays at the window.
Step 3) Now update your company key “TKART” in the given field.

Step 4) After assignment of company code to company, click on save button

and save the configured data.
Successfully we have assigned company code “TK01” to company code
“TKART” in SAP systems.

How to Define Plant in SAP | What is Plant?

What is Plant in SAP?

In SAP, Plant is an independent, physical and highest organizational unit in

MM module. It can be operational unit or manufacturing unit or a sales
branch of an organization. From material management view, plant can be
defined as a location that holds valued stock.

Plant is responsible for planning, procurement, distribution of goods &

services to customers or other resources of an organization under one
company code.

How to Create Plant in SAP

In our previous training tutorials, we have learned how to define valuation

level in SAP. In this SAP tutorial you will learn how to define plant in SAP.

Pla
Name
nt

TKB TKBL – Bangalore

L Plant

TKU
TKUS – US Plant
S

You can create plant by using one of the following navigation method.

 Transaction code: – OX10

 Menu_Path: – SPRO > IMG > Enterprise Structure > Definition >
Logistics – General – Define, copy, delete, check plant.

Step 1) Enter T_Code “OX10” in the command and click on execute.

Step 2) On change view plants overview screen, click on new entries button
to define new plant code as per the organizational requirements.

Step 3) On new entries screen, update the following details.

1. Plant: – Enter the four digits key that identifies the plant in SAP

2. Name: – Update the descriptive name of a plant.

After updating plant code and description, click on address button to update
the address of plant.

Step 4) Now update all the required and mandatory details in the address
screen.
Click on save button, choose customizing request and save the configured
plant details.

Now click on next entry button (F8) and similarly create another plant TKUS
with required details.
Successfully we have created new plant in SAP.

SAP MM How to Assign Plant to Company Code

In this SAP MM tutorial, you will learn how to assign plant to company code
in SAP step by step using transaction code “OX18”.

How to assign plant to company code in SAP

The link between plant and company code in SAP is established through the
assignment of plant to company code. A plant can only belong to one
company code.

Configuration

Transaction
OX18
code

SAP Menu SPRO > IMG > Enterprise Structure > Assignment >
Path Logistics – General > Assign plant – company code.
Step 1 : – Execute t-code “OX18” in command field from SAP easy access
screen.

Step 2 : – On change view “Assignment plant – company code” overview

screen, choose new entries button for assignment of company code to plant
in SAP.

Step 3 : – On new entries overview added entries screen, update the

following details.

 CoCd : – Update the company code “TK01”.

  Plnt : – Update the plant key “TKBL” for assigning to company code.

After maintaining all the required details, choose save icon and save the
configured assignment details in SAP. Now you are prompted for customizing
request number, choose request and save the configured data.

How to Maintain Storage Location in SAP

What is Storage Location in SAP?

Storage location is the sub-division of plant where the stocks are physically
stored and maintained within a plant. Each storage location can have its own
address within a plant.

 It is required to maintain at least one storage location for one plant.

 One plant can have number of storage locations.

How to define storage location in SAP

You can configure storage location by using one of the following navigation
method.

 Transaction code: – OX09

 Menu path: – SPRO > IMG > Enterprise Structure > Definition >
Material management > Maintain Storage Location.

Step 1) Enter T-code “OX09” in the SAP command field and enter.
Step 2) Now you are prompted to enter the plant key, update the plant code
in the given work area field as shown below and press enter to continue.

Step 3) On change view “storage locations” overview screen, click on new

entries button to define the new storage locations as per requirements.

Step 4) On new entries storage location screen, update the following details.
 1. SLoc: – Enter the four digits key that identifies the storage location in
SAP.

2. Description: – Update the description of storage location.

Step 5) Now select the storage location key and click on address of storage
location in the dialogue structure.
On change view addresses of storage locations overview screen, click on new
entries button to update a number for the storage location address.

Update the number in the field No, you can update up to three characters.
After updating No, press enter to continue and you are directed to another
screen for the entry of secondary information.

Update the required details like details address with telephone no, city, etc.
After updating all the required details, click on save button and save the
configured storage location details.

Successfully we have maintained storage location in SAP systems.

SAP MM- How to Define Purchase Organization in SAP

Purchase Organization is the highest level of organizational unit in SAP MM, it

is responsible for procurement of materials and services from an external
vendor or internal plant. The different types of purchasing organizations in
SAP are

 Plant specific or local purchase organization

 Cross plant purchase organization

 Cross company code purchase organization

 Central purchase organization at company code level.

 Reference Purchase organization

 Standard purchase organization

One purchasing organization can be assigned to only one company code, but
one company code can have one or more purchase organizations in
SAP.Cross company code purchase organization can be assigned at plant
level only.

How to create purchase organization in SAP

In this SAP MM tutorials, you will learn how to define purchase organizations
in SAP step by step.

Purch.Organiza
Description
tion

TK Software Purchase
TKPO
Organization

You can maintain purchase organization in sap by using one of the following
navigation method.

 Transaction code: – OX08

 Menu Path: – SPRO -> SAP Customizing Implementation Guide –>

Enterprise Structure -> Definition –> Materials Management ->
Maintain Purchase Organization.
Step 1) Enter T_code “OX08” in command field and enter.

Step 2) On change view purchase organizations overview screen, click on

new entries button to define new purchase organization as per company
requirements.
Step 3) On new entries purchasing organization screen, update the following
details.

1. Purch.Organization: – Enter the key that identifies the purchase

organization in SAP.

2. Purch.Org.Descr: – Update the detailed description of purchase

organization.

Step 4) After creating the purchase organization as per the company

requirement, click on save button.

Now choose the customizing request and click on continue option to save the
configured organization data.

Successfully we have created purchase organization in SAP systems.

SAP MM – Define Purchase Group in SAP

In this SAP MM Tutorial, you will learn how to define purchase group in SAP
using transaction code

How to define purchase group in SAP

Purchasing organization consists various buyers or group of buyers dealing

with materials that are being purchased in the company. For implementing
the activities of purchasing organization, you can define purchase group in
SAP.

Navigation

Transaction
OME4
code

SAP Menu SPRO > IMG > Enterprise Structure > Definition >
Path Material Management > Purchase Group.

Configuration values

Purchasing Telephone
Description
group No.

TK Purchasing
TKP 080-88888
Org

Step 1 : – Execute t-code “OME4” in command field from SAP easy access
screen.

Step 2 : – On change view “Purchasing groups” overview screen, choose

new entries button to create new purchase group in SAP as per requirements
of project.
Step 3 : – On new entries purchasing group overview screen, enter the
following details.

 Purchasing group : – Enter the new key that defines as purchasing

group in SAP.

 Desc. pur. Grp : – Enter the description of purchase group

 Telephone no : – Update the telephone number of purchasing group.

 Fax number : – Enter the fax number of purchase group

 E-Mail : – Update the e-mail address.

After maintaining the required details of purchase groups, choose save icon
and save the configured purch.group key in SAP.

Successfully we have created purchase group in SAP MM.

SAP MM – Assign Purchase Organization to Company Code

How to Assign Purchase Organization to Company Code

In this SAP MM tutorial, you will learn how to assign purchase organization to
company code in SAP step by step using transaction code OX01. The
purchase organization can be assigned to one company code, this is
company specific purchasing.

Configuration steps

Navigation
 SAP R/3 Role
Assign purchase organization to company code
Menu

Transaction
OX01
code

SPRO > IMG > Enterprise Structure > Assignment >

SAP Menu
Material Management > Assign purchase organization to
Path
company code.

Step 1 : – Execute t-code “SPRO” in command field from SAP easy access
screen.

Step 2 : – Choose SAP reference IMG.

Step 3 : – Follow the navigation enterprise structure – Assignment – Material

management and choose img activity Assign purchase organization to
company code.
Step 4 : – On change view “Assign Purchasing Organization -> company
code” overview screen, choose position button and enter purchase
organization key in given field and press enter. So the purchase organization
key display on top of the screen and you can assign assign company code to
it.
Step 5 : – Now enter the company code “TK01” in the given field for
assigning to purchasing organization “TKPO”.

After assigning company code to purchase organization, choose save icon or

press ctrl+s to save the configured details.

Successfully we have assigned purchase organization to company code in

SAP MM.
SAP MM – Assign Purchasing Organization to Plant

How to assign purchasing organization to plant in SAP

In this SAP MM Tutorial, you will learn how to assign purchasing organization
to plant in SAP step by step using transaction code OX17. The link between
purchasing organization and plant is established through the assignment of
plant to purchasing organization in SAP.

Refer below step by step configuration steps of assignment of purchase

organization to plant.

Configuration values

POr
Description Plnt Description
g

TKP TK TKB TKBL-Bangalore

O Softwre.Purch.Org L Plant

TKP TK TKU
TKBL- US Plant
O Softwre.Purch.Org S

Navigation

Transaction
OX17
code

SPRO > IMG > Enterprise Structure > Assignment >

SAP Menu
Material Management > Assign Purchasing organization
Path
to Plant.

Step 1 : – Execute t-code “OX17” in command field from SAP easy access
screen.
Step 2 : – On change view “Assign purchase organization to plant” overview
screen, choose new entries button for assignment configuration screen.

Step 3 : – On new entries assignment screen, update the following details.

 POrg : – Enter the purchase organization key in the field POrg for
assigning to plant.

 Plnt : – Update the required plant key in the field Plnt.

After assigning the required details, press enter to continue and choose save
icon and save the configured details.

Successfully we have assigned purchasing organization to plant in SAP MM.

SAP MM – Assign Standard Purchasing Organization to Plant

How to Assign standard purchasing organization to plant in SAP

In this SAP MM tutorials, you will learn step by step configurations of how to
assign purchasing organization to plant in SAP.

If plant is having multiple purchasing organizations, then we can declare

one purchasing organization as standard purchasing organization. Where the
standard purchase organization involves in procurement of special stocks
such as consignments, subcontracting, stock transfers, etc.

Standard purchasing organization is mainly used for special procurement

process.

Configuration steps
Perform the following configuration steps to assign standard purchasing
organization to plant in SAP.

Navigation

SAP SPRO > IMG > Enterprise Structure > Assignment >
Menu Material Management > Assign standard purchasing
Path organization to plant

T-Code SPRO

Step 1 : – Execute transaction code “SPRO” in command field from sap easy
access screen.

Step 2 : – Choose “SAP reference IMG”

Step 3 : – Follow the navigation path Enterprise Structure – Assignment –

Material Management and choose img activity “Assign standard purchasing
organization to plant”.
Step 4 : – On change view default purchasing organization overview screen,
choose position option and enter plant code “TKPO” in the given field plant.
Step 5 : – Now assign the purchase organization to plant as standard
purchase organization.

After assignment of purchasing organization as standard purchasing

organization in SAP, choose save icon and save the configured assignment
details.

Successfully we have assigned standard purchase organization to plant in

SAP MM.

SAP MM Material Master Data

SAP MM Material Master

In SAP MM modules, material master data refer to all the material master
records, which are stored in SAP system. The material master is the central
source of information for a material related to several application area
(Purchasing, storage, accounting, sales, etc) based on material type. In SAP
MM, material master data is maintained at plant level and accounting
information is maintained at valuation area level.The valuation are is an
organization level at which material are valuated. The valuation are can be
be a plant or a company code.

With reference to material management module, the business users in

purchase department maintains the following material master data.

 Material master records

 Vendor master records

 Purchase info records

 Source list records

 Quota arrangement records

 Service master record

 Batch master record

  Condition record, etc.

Material Master Records

Material master records contains the information of a materials that an

organization purchases, manufactures and sells a product. When you are
creating material master record in SAP, the following first screen that
appears. Transaction code to create material is “MM01”.

Vendor Master Record

Vendor master record contains the information about vendors – address,

financial data, payment terms, purchasing data like currency, order value.
Vendor master record is maintained by both purchasing department and
accounting department.

Purchase Info Records

Purchase info records is a combination of material master record and vendor
master record, it consists the detailed information about materials and
vendor supplying the required materials. Types of info records are

 Standard

 Pipeline

 Consignment

 Subcontract

Source list record

Source list is a type of master data that determines the source of supply for a
material, it list the preferred sources from which the material can be
procured.

Quota arrangement record

Quota arrangement is a method that determines the part of the materials

that can be procured from a specific source.

SAP MM – Material Type (Define Attributes of Material Types)

What is material type in SAP?

In SAP MM, material types are the materials which are having the similar
attributes are categorized together and assigned to a material type. It is a
classification of allowed material into material types based on attributes.

In material master, material type controls the following functions

1. Number range assignments i.e. External or Internally.

2. Field selections i.e. which fields are mandatory, optional, hide and
display.

3. Quantity and values basis

4. External procurement or internal procurement

5. Which value classes are to be allowed

The important material types in SAP as follows

Material
Description
Type
 DIEN Service

ERSA Spare Parts

FERT Finished Products

Sem-finished
HALB
products

PIPE Pipeline Material

ROH Raw Material

Consumable
CONS
Material

VERP Packaging

Non Stock
NLAG
Materials

How to define new material types in SAP

Configuration steps

Perform the following configuration steps to define new material types in

SAP.

SPRO > IMG > Logistics – General > Material Master >
SAP Menu
Basic Settings > Material Types > Define attributes of
Path
material types

Transaction
OMS2.
code

Step 1 : – Execute t-code “OMS2” in command field from SAP easy access
screen.
Step 2 : – On change view “Material Types” overview screen, list of defined
material types displays with description. From this screen you can create
new material type using copy as function or new entries function. For easy
method, you can choose copy as option, so that all the values of material
type copy to new material type.

Choose the existed material type ROH and click on copy as option.

Step 3 : – On change view “Material Types” Detail of Selected Set screen,

update the following details.

 Material Type : – Update the new material type key as ZROH and
update the description of new material type.
 User Department : – In the user department sub-screen, choose the
required views which are relevant to this new material type ZROH.

 Internal/External purchase orders : -Update the Ext. purchase orders

as 2 and internal purchase order as 0.
After maintaining all the required details for new material type in SAP,
choose save icon and save the configured details.

Successfully we have defined new material type in SAP.

SAP MM – Define Number Ranges for Material Type

In this SAP MM tutorial, you will learn how to maintain number ranges for
material type in SAP step by step using transaction code “MMNR”.

How to define number ranges for material type in SAP

The material number ranges can be configured by using one of the following
navigation method.

SPRO > IMG > Logistics – General > Material Master >
SAP Menu
Basic settings > Material types > Define number ranges
Path
for material type.

Transaction
MMNR
code

Configuration steps

Step 1 : – Execute t-code “MMNR” in command field from SAP easy access
screen.

Step 2 : – On range maintenance: material master overview screen, choose

maintain groups (or press function key F6) options as shown below image.
Step 3 : – On group maintenance: Number range MaterialNR screen, choose
the material type group and go to menu bar > group > click on maintain
option to define number ranges for material type in SAP.

Step 4 : – On maintain intervals : material master screen, click on insert line

(F6) to add number ranges for material type.
Step 5 : – Now maintain the following details.

 From No : – Update starting number of material type number range

interval.

 To Number : – Update last number of material type number range

interval.

 Ext : – Choose Ext option if this number range interval is for external
number assignments.
After maintaining material type number range intervals, press save and
ignore the warning message and save the configured details.outerial type
and click on select element group and click on assign element group.

Successfully we have maintained number range interval for material type in

SAP MM.

SAP MM – Define Material Groups

How to define material groups in SAP

Material groups are defined at client level, you can define material groups in
SAP to differentiate the various materials. For example, an electronic
manufacturing organization can classify computers as desktops, televisions
as electronics, speakers as sound systems, etc. Each classification have its
own individual group.

“Material which are having same characteristics are grouped together and
assign to a material group in SAP. It is not a control function like material
type, where the material groups are used to generate the reports

Configuration steps

You can create material groups in SAP MM, by referring below navigation
path.

Transaction
OMSF
code

SAP Menu SPRO > IMG > logisitcs – General > Material Master >
Path Settings key for Fields > Define Material groups

Step 1 : – Execute t-code “OMSF” in command field from SAP easy access
screen.
Step 2 : – On change view “Material groups” overview screen, choose new
entries button to create new material group in SAP as per requirements of
project.

Step 3 : – On new entries material groups screen, update the following

details.

 Matl Group : – Enter the key that defines as material group in SAP
system, you are allowed to enter up to 9 digits.

 Material group desc. : – Update the descriptive text of material group.

After maintaining all the required details, choose save icon and save the
configured details.

Successfully we have defined material groups in SAP MM

SAP MM – Maintain Company Code for Material Management

In this SAP MM tutorials, you will learn how to maintain company company
code for material management i.e. activating the company code for material
management.

How to maintain company code for material management

It is a mandatory configuration step of maintaining company codes for

material management. Through configuration setting, you can do inventory
postings within 2 months i.e. previous month postings and current month
postings.

Note : – If you have not maintained company code for material management
in SAP, you will get an error when you area creating material master
record as “The company code does not exist or has not been fully
maintained.

Configuration steps

You can maintain company code for material management by using the
following navigation method.

Transaction
OMSY
code

SPRO > IMG > Logistics – General > Material Master >
SAP Menu
Basic settings > Maintain company code for material
Path
management.

Step 1 : – Execute t-code “OMSY” in command field from SAP easy access
screen.

Step 2 : – On change view “Material Management View on Company Codes ”

overview screen, choose position button and enter you company code in the
given field. So your company code displays on top of the screen, so you can
easily activate material management for your company code.
Step 3 : – In the next screen, enter current year and current period, press
enter.

 ABP allows to post inventory transactions to the previous period. If you

don’t want to allow postings to previous period, uncheck the ABP
indicator if checked.

 DBP prevents posting to previous period after posting period changes.

After you maintain all the required details, choose save icon and save the
configured details.

Successfully we have maintained company code for material management in

SAP.

SAP MM – Create Material Master Record (Material Codes) in SAP

How to create material master record in SAP MM

In SAP MM Module, material master data refers to all the material master
record, that contains detailed information of materials such as unit
measures, stock availability, valuations, sales data, plant data, MRP, etc.
Material master data consists of the description of materials that an
organization can use for purchasing, keeps in stock, etc.

Configuration steps

You can maintain material master record (create material codes) in SAP by
performing the following steps

Transaction
MM01
code

SAP Menu > Logistics > Material Management > Material

SAP Menu
Master > Material > Create (General) > MM01 –
Path
Immediately.

Step 1 : – Execute t-code “MM01” in command field from SAP easy access
screen.

Step 2 : – On create material master initial screen, update the following

details.

 Material : – For external type, enter the alphabetic keys that defines as
material code. For internal type, leave it as blank so the system assign
material number automatically based on material type selection. The
maximum length of material code is 18 digits.

 Material Type : – Choose the material type from the list (Raw material,
trading, etc).
Now double click on select views.

Step 3 : – Then views are displayed, select the required views such as

1. Basic data 1

2. Purchasing

3. General Plant data

4. Accounting 1

After you choose required views for material master record, click on default
values and then click on organization level.
Step 4 : – A pop up window organization levels opens, specify the plant code
and storage location code in the given fields. Press enter to continue.

Step 5 : – On create material (Raw Material ROH) update the following

details.

Basic Data – 1

Basic data 1 and basic data 2 view are maintained at client level .

 Description : – Update the descriptive text of material, you are allowed

to enter up to 40 characters.

 Base unit of measure : – Update material unit of measure (stocks

keeping unit) as KG, press F4 key for list of measurement units.

 Material group : – Material which are having similar features are

combined together and assigned to a material group.

 Old material number : – This is an option field, enter the material

number for this material which was using in old erp system.

 X-plant matl status : – If the material is to be block for purchasing and

warehouse transactions in all plant, update key as BP (Blocked for
purchasing).

Packaging material data

 Material group packaging material status : – if the material master is

creating for packing item, then assign the packaging item that belongs
to packaging group.
Purchasing

 Order unit : – Update the order unit as “TO” (Tonnes).

 Purchasing group : – It is a group of buyer or an individual buyer and it

is responsible for procurement of materials and services.

 Purchase value key : – It specifies the remainders for delivery

tolerances and shipping instructions

 Other data/ manufacturer data : – update the details of GR processing

time, post to inspection stock, critical part, source list, manufacturer
part number, etc.
Plant data / storage -1

 Unit of issue : – It specifies in which unit of measure materials has to

be issued to production, or internal consumption or external
customers.

 Maximum storage period : – Enter maximum storage period of

materials in days or month.

 Time unit : – Day, In the store if the material stock is not consumed
within 40 days, then it will be dead stock to the organization.
Accounting

 Valuation class : – Assign material to a General ledger account , so this

material stock value will be credited or debited in the particular G/L
account.

 Price control : – Set indicator as S (standard price) or V (Moving

average price/ period unit price). For external procurement, moving
average price will be used.

 Moving Price : – Enter average moving price.

After maintaining all the required details, choose save icon and save the
configured material code.

Successfully we have created material master record (material code) in SAP.

SAP MM – How to Create Purchase Info Record

How to create purchase info record in SAP

Purchase info record is a central source of information related to purchasing

data and it is specific to material and vendor combination for a particular
plant and specific purchase organization. The main purpose of purchase info
record is to adopt the data from info record to all purchasing documents like
Request for Quotation (RFQ), Purchase Order (PO) and outline agreements.

Purchase info records can be created manually or updated automatically in

the background when you are creating the documents of Quotation or
Purchase order or outline agreements by choosing “info update” option.

Types of Purchase Info Records

Info records can be maintained for different procure types, the different types
of purchase info records are

1. Standard

2. Pipeline

3. Consignment

4. Sub contract

Create info record manually

You can create purchase info record manually by performing the following
steps.

Transaction
ME11
code

SAP Menu SAP Menu > Logistics > Material Management >
Path Purchasing > Master data > Info records > Create.

Step 1 : – Execute t-code “ME11” in command field from SAP easy access
screen.
Step 2 : – On create Info record: initial screen, maintain the following
details.

 Vendor : – Update the vendor account number in the vendor text box

 Material : – Update the material number (material code) in the material

text box. Material text box allows you to create purchase information
record in two ways i.e. With material number and without material
number

 Purchasing Org : – Update the purchase organization of the material

 Plant : – Update the plant key, which has to receive the ordered goods.

 Info record : – Leave the info record box as blank, as the SAP system
automatically assign the number to information record.

 Info Category : – Choose info category as standard.

Step 3 : – On create Info record general data screen, update all the required
information and press enter key to continue.
Step 4 : – On create info record : purchase organization data 1 screen,
update the required information of

 Planned delivery time in days

 Standard quantity

 Net price of material

 and any other required details as per requirements.

Step 5 : – On create info record text overview screen, update the info
memo, purchase order text.
Click on save button and save the configured info record details.

Successfully we have created purchase info record in SAP MM.

How to define vendor account groups with screen layout in SAP

How to create vendor account groups in SAP?

In this SAP FICO tutorial you will learn how to define vendor account groups
with screen layout in SAP using transaction code OBD3.

Purpose of Configuration

In this configuration step you determine the account groups for vendors.

Configuration values
 Grou
Name
p

Domestic
T001
Vendors

T002 Import Vendors

One Time
T003
Vendors

IMG Menu Path

SAP R/3
Define account groups with screen layout (Vendor)
Role Menu

Transaction
OBD3
code

SPRO > IMG >Financial Accounting > Accounts

Receivable & Accounts Payable > Vendor Accounts >
IMG path
Master Data > Define Account Groups with Screen Layout
(Vendors)

Configuration Steps

Step 1 : – Enter t-code “OBD3” in the SAP commend field and enter.

Step 2 : – On change view “vendor account groups” overview screen, click on

new entries button for creation of new vendor account group in SAP as per
requirements.
Step 3 : – On new entries: details of added entries screen, update the
following details.

 Account group : – Update the four digit key that identifies the vendor
account group in SAP.

 Description/Meaning : – Update the descriptive text of account

group.

 One-Time account : – Leave this option as blank, if you are creating

one time vendor account group than check this one time account
option.

 Field Status : – Double click on company code data for maintaining

the field status groups.

Step 4 : – On maintain field status group: overview screen, click on account

management option which is under select group field.
On maintain field status group : account management screen, choose the
reconciliation account as required entry.
Click on save button and save the configured details.

Why we need to choose reconciliation account as required entry?

It is mandatory to choose reconciliation account as required entry, because

when we are creating vendor accounts in SAP it ask to entry the
reconciliation account and the system wont allows you to save the data
without updating the reconciliation account.

How to create number ranges for vendor accounts in SAP

Create number ranges for vendor accounts in SAP

Purpose of configuration : –

In this SAP FICO tutorial, you create a number ranges for vendor accounts.
When you are creating vendor accounts using transaction code XK01, the
number is assigned to vendor accounts based on the number ranges that
you have configured. To do this, we need to define two digits alpha numeric
key.

 A number interval from which the account number for the vendor
accounts is to be selected.

 The type of number assignments (Internal/ External).

Navigation of Number Ranges for Vendor Accounts

Transaction
XKN1
Code

SPRO > IMG > Financial Accounting > Accounts

SAP IMG
Receivable & Accounts Payable > Vendor Accounts >
Menu
Master data > Create number ranges for vendor accounts

Description and configuration values

N To NR Ex
From No.
o Number Status t

00000050 00000059
T1
00 99

00000060 00000069
T2
00 99

00000070 00000079
T3
00 99

00000080 00000089
T4 X
00 99

Configuration steps
Step 1 : – Enter SAP T-code “XKN1” in the commend field and press enter to
continue.

Step 2 : – On range maintenance vendor screen, click on change intervals

button to create new number ranges for vendor accounts in SAP system.

Step 3 : – On maintain Intervals: Vendor overview screen, click on insert line

option (F6) for maintaining the new number ranges for vendor accounts.

Step 4 : – On maintain interval vendor screen, update the following details.

 No : – Enter 2 digits key that identifies the vendor account number

range interval in SAP.

 From No : – Update the starting number of intervals, for

e.g. 0000005000

 To Number : – Update the last number of intervals, for

e.g. 0000005999

 Ext : – Check this option only if the number range interval is applicable
for external assignment.
After maintaining all the required details, choose save button and save the
configured details.

How to delete created vendor number range interval

Select number range interval and click on delete line option or pressing
function key F7.

You are not allowed to delete the number ranges intervals of vendor if the
vendor accounts are already created under that interval. The system throws
an error as deletion only possible if status is initial.

🔍 Expand🔗 New Tab

Assign Number Ranges to Vendor Account Groups in SAP

In this SAP FICO Tutorial, you will learn how to assign number ranges to
vendor account groups in SAP. After configuration of vendor account groups
and number ranges for vendor accounts, you need to assign this number
ranges to vendor accounts.

Configuration Values

Grou Number
Name
p Range
 Domestic
T001 T1
Vendor

T002 Import Vendor T2

One Time
T003 T3
Vendor

Purpose of configuration

You can assign one number ranges to one or more vendor account groups in
SAP as per organization requirements. Based on the number range
assignment, the unique number is assigned to a vendor account.

For e.g. T1 number range (5000 – 5999) is assigned to a domestic vendor

T001. When domestic vendor account is created, a unique number 5000 is
assigned. So you can create vendor accounts up to 5999 number range.

How to assign number ranges to vendor account groups in SAP

You can assign number ranges to vendor account groups in SAP using
transaction code OBAS or IMG menu path. Refer below procedure steps for
assignment configuration steps.

Navigation

Transactio
OBAS
n Code

SPRO > IMG (Implementation Guide for R/3 Customizing)

> Financial Accounting (New) > Accounts Receivable &
IMG Menu
Accounts Payable > Vendor Accounts > Master Data >
Assign Number Ranges to Vendor Account groups.

Step 1 : – Enter SAP transaction code “OBAS” in the SAP commend field and
enter.
Step 2 : – On change view “Assign vendor account groups – number ranges
overview screen, click on position button and enter vendor account group
key in the given field, so the vendor account group key displays on top of the
screen.

Now assign number range key T1 for T001 (domestic vendors) as shown
below image.

Click on save button and save the configured details.

Similarly assign T2 and T3 number ranges to other vendor account groups

T002 and T003.
Successfully we have assigned number ranges to vendor account groups in
SAP.

How to Maintain Terms of Payment in SAP (Payment Terms)

Terms of payment / Payment terms are used in SAP to establish the

conditions between business partner and organization to settle the payment
of invoices. The conditions define the invoice payment due date as per
baseline date and the cash discount percentage offered for early invoice
payment.

Navigation

You can maintain payment terms in SAP by using transaction code OBB8 or
IMG menu path.

SAP R/3
Maintain Payment Terms in SAP
Role Menu

Transaction
OBB8
Code

SPRO >IMG (Implementation Guide for R/3 Customizing)

IMG Menu > Financial Accounting (New) > Accounts Receivable
Path & Accounts Payable > Business Transactions > Master
Data > Maintain Terms of Payment

How to create terms of payment in SAP

In this SAP FICO tutorial, you will learn how to maintain payment terms in
SAP step by step using transaction code OBB8.

Configuration Values

Payment
Description
Term

TP06  10% discount payment with in

10 days

 5% discount payment with in 25

days
  Payment with in 45 days.

Step 1 : – Enter transaction code “OBB8” in the SAP commend field and
enter.

Step 2 : – On change view “terms of payment” overview screen, click on

new entries button to create new payment terms in SAP as per
organizational requirements.

Step 3 : – On new entries payment terms screen, update the following

details.

1. Payt Terms : – Update the four digits key that identifies as terms of
payment in SAP – TP06

2. Sales Text : – Update the description name of payment terms

as 10%-10days, 5%-25 days, 45 days due net.

3. Account Type : – Choose the account type that the payment term is
applicable for. If this payment term if for vendor accounts choose
vendor option or for customer accounts choose customer option.
Choose both account type to use this payment terms for both customer
and vendor accounts.

4. Default for baseline data : – Choose the baseline date based on the
requirements and the possible entries are No default, posting date,
document date and entry date.

5. Payment Terms : – Update the details of percentage, No.of days.

6. Explanation : – After you update the payment terms, the system

automatically generates details information terms of payment.
After maintaining all the required details, click on save button and save the
configured terms of payment details in SAP.

Create Sundry Creditor Account in SAP (Vendor Reconciliation

Account)

How to create sundry creditor account in SAP

Learn how to create sundry creditor account (Vendor reconciliation account)

in SAP FICO.

In SAP, Reconciliation ledger controls the ledger of sub ledger accounts.

When items are posted to an account in sub-ledger, the system
automatically posts to a corresponding G/L account which is called as
reconciliation account.

Navigation
 Transaction
FS00
code

SPRO > IMG > Financial Accounting > G/L Accounting >
SAP Menu
GL Accounts > Master data > Preparations > G/L Account
Path
creation and processing > Edit GL Account.

Configuration steps

To create vendor reconciliation account in SAP, perform the following

configurations steps.

Step 1 : – Execute t-code “FS00” in command field from SAP easy access
screen.

Step 2 : – On Edit G/L account centrally screen, update

 G/L account number as 100501

 Company code as TK01 (TK Software limited).

After maintaining the required details, click on create button.

Step 3 : – Under G/L account type/ Description, update

 Update G/L Account group (Current liabilities and Provisions).

 Choose balance sheet account radio button.

 Description : – Update the short description of G/L account as sundry

creditors.

 G/L acct long text : – Update G/L account long text as sundry creditors
account.

After maintaining the sundry creditor type details, click on control data tab.
Step 4 : – Under control data screen, update the following details.

 Account currency : – Account currency field will be automatically

updated based on company code currency.

 Recon. account for acct type : – Update the reconciliation account for
account type as “Vendor”.

 Account management in company code : – Choose the options of line

item display, sort key as “012” (Vendor number).
Step 5 : – Click on Create/Bank/Interest tab and update the required details
of

 Control of document creation in company code

 Bank/financial details in company code

 Interest calculation information in company code.

After maintaining all the required details, choose save icon and save the
configured vendor reconciliation account in SAP.

Successfully we have created sundry creditor account in SAP.

SAP FICO – Create Vendor Master Record (Vendor Code) in SAP

How to create vendor master record in SAP

In this SAP FICO tutorial, you will learn how to create vendor master record in
SAP using transaction code XK01.

Vendor master record consists the following configuration screens.

1. Create vendor initial screen

2. Vendor address
 3. Vendor control

4. Vendor payment transactions

5. Vendor accounting information

6. Vendor correspondence accounting

7. Vendor Purchasing data

Navigation

You can create vendor master record in SAP by using transaction code or
menu path.

Transaction
XK01
code

SAP Menu > Accounting > Financial Accounting >

SAP Menu
Accounts Payable > Master records > Maintain centrally
Path
> XK01-Create.

Configuration steps

You can define vendor master record in SAP by performing the following
configuration steps.

Step 1 : – Execute t-code “XK01” in command field from SAP easy access
screen.

Step 2 : – On create vendor: initial screen, update the following details.

 Company code : – Here you need to enter company code, so that

vendor code is applicable for that company code only. After creation of
vendor master data, you can extend from one company code to
another company code as per requirements of an organization.
  Purchasing organization : – Update the purchasing organization key.

 Account group : – Update the vendor account group.

 Reference : – With the reference of existed vendor code, you can

maintain new vendor master record as per requirements.

After maintaining the required details, press enter to continue.

Step 3 : – Create Vendor: Address

On create vendor: address screen, Update the required address details of

vendor i.e.

 Title – Title of Vendor (Mr, Mrs, Company, etc)

 Name – Name of Vendor

 Street Address – Street/ house number, Postal code, City, Country,

Region, etc

 PO Box Address – PO Box #, Postal code.

 Communication – Language, Contact number, Fax, etc.

After maintaining address details of vendor, click on next screen button as
shown above image.

Step 4 : – Create Vendor: Control

On create vendor: Control, update the required vendor control details like
account control, Tax information, Reference data, etc.
After maintaining the required vendor control details, press next screen
option.

Step 5 : – Create Vendor: Payment transactions

On create vendor : payment transactions screen, update the required bank

account details of

 Country key

 Bank key

 Bank account number

  Account Holder name

Step 6 : – Create vendor : Accounting information Accounting

In this screen, update vendor reconciliation account (Sundry creditor

account).
Step 7 : – Create Vendor Payment transactions accounting

Click on next screen option and on create vendor payment transaction

accounting screen, update the required details like payment terms,
automatic payment transactions, invoice verification, etc.
Step 8 : – Create Vendor : Correspondence Accounting

On correspondence accounting screen, update the details of dunning data

details, Correspondence details, etc.
Step 9 : – Create Vendor : Purchasing data

In the next screen, purchasing data, update the required details of

Conditions, Sales data, control data, Invoice verification data, default data
material, Service data, etc.
After maintaining all the required details, choose save icon and save the
configured vendor master record in SAP. You will get a message as “Vendor
5006 has been created for company code TK01 purchasing organization
TKPO.

Successfully we have created new vendor code in SAP system.

SAP MM – Define number ranges for purchase requisition in SAP

Learn how to define number ranges for purchase requisition in SAP MM
module using transaction code “OMH7.

How to define number ranges for purchase requisition in SAP

The SAP system manages purchase requisition (PR) as document type. Each
document type is assigned to a number range interval. After you define
number ranges for purchase requisition and assign to a document type, the
series is generated when a new purchase requisition is created. The number
series can be enter manually by a user at the time creation of purchase
requisition (externally) or by the system automatically (internally).

Configuration steps

Refer below step by step configuration steps to define number for purchase
requisition in SAP. You maintain number ranges for purchase requisition by
using the following navigation method.

Transaction
OMH7
code

IMG > Material Management > Purchasing > Purchase

Menu Path
requisition > Define number ranges.

Step 1 : – Execute transaction code “OMH7” in command field from SAP

easy access screen.

Step 2 : – On range maintenance purchase requisition screen, click on

change interval icon as shown below screen shot.
Step 3 : – On maintenance Intervals purchase requisition screen, click on
insert interval icon.

Step 4 : – Now on insert interval window, update the following details.

 No : – Update the unique key that define number ranges for purchase
requisition in SAP.

 From No : -Update the starting digits of number range interval.

 To Number : – Update the last digits of number range interval.

 Current No/NR Status : – By default current number for Purchase

requisition is “0”.

 Ext : – Choose the external assignment option, if you want to choose

this number range interval for assignment. By choosing this option,
you need to give number externally during creation of purchase
requisition in SAP.
After maintaining all the required details for PR number range intervals,
choose save icon to save the configured details.

Successfully we have maintained number ranges for purchase requisition

in SAP MM.

SAP MM – Define Document Types for Purchase Requisition

How to define document types for Purchase requisition (PR) in SAP

MM

In SAP, purchase requisitions are maintained as documents and you can

group purchase requisitions into any number of document types in SAP. The
document type enables the controlling functions and reporting purpose. It
also differentiate the various types of purchase requisitions.

Note : – Number range should be assigned in a document types for purchase

requisition.

The important control functions of document type are

 Define the item interval

 Define allowed item categories

 Define link PR – document type

 Maintain field selections

 Controlling release procedure at header level.

Configuration steps

You can define document types for purchase requisition in SAP by using the
following configuration steps.

Transaction
SPRO
code

IMG > Material Management > Purchasing > Purchase

Menu Path
requisition > Define document types.

Step 1 : – Execute t-code “SPRO” in the command field from SAP easy
access screen.
Step 2 : – Choose “SAP reference IMG”

Step 3 : – Follow the navigation path and execute img activity “Define
document types” as shown below image.
Step 4 : – From document types purchase requisition change, you can
create new document types either by using copy as function or choosing new
entries function.

Choose standard document type “NB” and then click on copy as option.

Step 4 : – In next screen, update the following details.

  Type : – Rename the document type NB to new document type key as
per your organization requirements.

 Document type description : – Update the descriptive text of an

document types for purchase requisition.

 Item Interval : – Item interval denotes the purchase requisition

interval, if the item interval is 10 then the PR line item number will be
10, 20, 30, 40 and so on. If item interval is 1, then the PR line item
number will be 1, 2, 3, 4 and so on.

 NoRgeInt : – Update the number range interval for purchase

requisition for internal assignment

 NoRge Ext : – Update the number ranges interval key for purchase
requisition for external assignment.

After maintaining all the required details, press enter to continue.

Step 5 : – Click on “copy all” option to copy the entries from old document
type NB to new document type RMPR.

Now you get a message as “Number of dependent entries copied”

Step 6 : – Now select the document type “RMPR” and double click on
“allowed item categories” which is under document types.

Step 7 : – Now choose the required item categories and delete other
unwanted item categories. Item categories defines the type of procurement.
After you choose item for delete, click on delete option and choose all entries
option.
Step 8 : – Choose item category and double click on link purchase
requisition – document type.

Now link the purchase requisition to document type with required details and
save the configure data.
Successfully we have defined document types for purchase Requisition
in SAP MM module.

SAP MM – Define Screen Layout at Document Level

How to define screen layout at document level in SAP MM

You need to define screen layout at document level in SAP for specifying the
input attributes of fields selection groups by using field selection keys. This
are used for external purchase documents and PR.

Field selection key specifies whether the field is

1. Mandatory field for input

2. Optional field for input

3. Only display field (input entry is not possible, only displays data)

4. Suppressed (Field is hidden and not possible to entry and display).

It is mandatory to assign field selection group to purchase requisition

document type. As per requirements of clients, it is recommended to define
one field selection for one PR document type and assign vice versa.

Configuration steps – Screen Layout at document level

You can define screen layout at document level in SAP using the following
navigation method.

Transaction
SPRO
code

SAP IMG IMG > Material Management > Purchasing > Purchase
Path requisition > Define screen layout at document level.
Perform the following steps to define input attribute fields in SAP for
document.

Step 1 : – Execute t-code “SPRO” in command field from SAP easy access
screen.

Step 2 : – Choose “SAP Reference IMG” from customizing execute project

screen.

Step 3 : – Follow the navigation menu path Material Management –

Purchasing – Purchase requisition and choose img activity “define screen
layout at document level”.
Step 4 : – On change view “Screen layout: purchase requisition” overview
screen, you can create new screen layout by using new entries function or
copy as function. Choose the standard field selection “NBB” and click on
copy as icon. So all the entries field selection are copied to new screen layout
field selection and you can modify as per requirements.
Step 5 : – On change view “Screen layout: purchase requisition”: details of
selected screen, rename the field selection group from NBB to RMPR (name
as per requirements of project) and press enter.

Step 6 : – Now double click on field selection group RMPR.

Step 7 : – On Maintain table T162: field selection groups, Double click on

field selection keys i.e. Basic data, supplying plant, quantity & price,, GR/IR
control, etc and maintain the required details.
Choose the required fields for field keys with required entry or optional entry
or display options as per requirements.
After maintaining all the required details, choose save icon and save the
configured field selection group details.

For document type purchase requisition RMPR assign field selection group as
RMPR as shown below screen shot.
Successfully we have defined screen layout at document level in SAP MM.

SAP MM – Define Text Fields for Purchase Requisition

In this SAP MM tutorial, you will learn how to define text fields for purchase
requisition (PR) as per requirements of an organization.

How to define text fields for purchase requisition in SAP MM

In this activity you define text fields for purchase requisition document
in SAP MM i.e text elements as per requirements of project. Text elements
are determined at document header level and table is a cross client.

Configuration steps

You can define text fields for purchase requisition in SAP by using the
following navigation method

Transaction
SPRO
code

IMG > Material Management > Purchasing > Purchase

SAP IMG
requisition > Texts for purchase requisition > Define text
Path
types.

Perform the following configuration steps for maintaining the text elements
in SAP system.

Step 1 : – Execute t-code “SPRO” in command field from SAP easy access
screen.

Step 2 : – Choose SAP reference IMG”

Step 3 : – From display IMG screen, follow the navigation path Material
Management – Purchasing – Purchase Requisition – Texts for Purchase
requisition and choose img activity “Define text types”.

Step 4 : – On change view “item texts purchase requisition overview screen,

choose new entries button to define new text elements for purchasing
requisition in document in SAP.

Step 5 : – On new entries text fields overview screen, enter the following
details.

 Seq No: – Enter sequence number code, that defines as text field for
purchasing requisition in SAP

 Meaning: – Update the descriptive text of item text.

After maintaining all the required details for item text, choose save icon and
save the configured details.

Successfully we have defined text fields for purchase requisition in SAP MM.

SAP MM – Set up Authorization Check for G/L Account

How to set up authorization check for G/L account in SAP

In this activity, you set up authorization check for g/l account in SAP during
creation of purchase requisition. In real time business scenario when you are
creating PR in SAP, the corresponding general ledger account (G/L) is need to
be enter in purchase requisition. The SAP system automatically checks
whether SAP user has an authorization for posting to a specific account in
SAP.

You can set up authorization check for G/L account in SAP by using the
following navigation method.

SAP
Transaction SPRO
Code

IMG > Material Management > Purchasing > Purchase

SAP IMG Path requisition > Set up authorization check for G/L
account.

Configuration steps
Perform the following steps for setting the authorization check for G/L in
Purchase Requisition.

Step 1 : – Execute t-code “SPRO” in command field from SAP easy access
screen.

Step 2 : – Choose “SAP Reference IMG”

Step 3 : – From display IMG screen, follow the navigation path as Material
Management – Purchasing – Purchase requisition and click on choose img
activity Set up authorization check for G/L account.

Step 4 : – On change view “G/L account authorization check in requisition”

overview screen, choose position option and enter your company code in the
given entry field company code. So the your company code display on top of
the screen and you can easily setup authorization checks for general ledger
account in SAP.

Now check the purchase requisition check box for the company codes to
check the authorization for G/L account.

After you have done authorization check box of purchase requisition, choose
save icon and save the configured details.

Successfully we have done authorization check for G/L account in SAP MM.

SAP MM – Define Number Ranges for RFQ / Quotation

In this SAP MM tutorial, you will learn how to define number ranges for RFQ
(Request for quotation) and quotation in SAP by using transaction code
“OMH6”

How to define number rages for RFQ

In the activity you define number ranges for RFQ (Request for Quotation) as
internal number ranges according to the document type. The number ranges
are maintained for RFQ at client level.

You can define number ranges for RFQ by using one of the following
navigation method.

Navigation

SAP Transaction
OMH6
Code

IMG > Material Management > Purchasing > RFQ/

SAP IMG Path
Quotation > Define number ranges.

Configuration steps

Perform the following configuration steps for maintaining the number ranges
for request for quotation in SAP MM.

Step 1 : – Execute SAP t-code “OMH6” in command field from SAP easy
access screen.

Step 2 : – On range maintenance purchasing document screen, choose

change interval icon.
Step 3 : – On maintain intervals : purchasing document for RFQ, click on
insert link icon (Function Key F6).

Step 4 : – Now update the following details

 No: – Update the key that identifies as number range interval key for
RFQ.

 From No : – Update starting number of number range interval of

Request for quotation

 To Number : – Update last number of number range interval of RFQ.

 NR Status : -By default NR status is 0

 Ext : – If you choose Ext option, than the this number range interval is
applicable external number assignment, leave this field as blank so the
system automatically generate document number as interval number
range.
After maintaining the required details for number ranges, choose save icon
and save the configured details.

Similarly maintain number ranges for external purchasing document and it is

recommended to maintain 10 digits number for al external purchasing
documents in SAP.

Successfully we have defined number ranges for RFQ/ quotation in SAP MM.

SAP MM – Define Document Types for RFQ/ Quotation

How to define document types for RFQ in SAP

In the activity you define document types for RFQ (Request For Quotation) as
the SAP system management RFQ as document. You can group RFQ into any
number of document types in SAP.

Note : – The definition of document type for RFQ is similar to configuration

of document types for purchase requisition.

Document controls the following functions:

 Item number range interval

 Defines allows item categories

 Links Purchase requisition- document type

 Field selections

You can define document types for RFQ by the following navigation method.

Transaction
SPRO
Code

IMG > Material Management > Purchasing > RFQ/

SAP IMG Path
Quotation > Define document types

Configuration steps

Perform the following configuration steps to define document types for RFQ
in SAP MM.

Step 1 :– Execute T-code “SPRO” in command field from SAP easy access
screen.
Step 2 : – Choose SAP Reference IMG” from customizing execute project
screen.

Step 3 : – From display Img screen, follow the navigation path Material
Management – Purchasing – RFQ/ Quotation and choose IMG activity “Define
document types”

Step 4 : – On document type request for quotation change, you can choose
copy as function or new entries function for creation new document types for
RFQ. Click on new button.
Step 6 : – On new entries of document type screen, update the following
details.

 Type : – Update the two digits key that defines as document types for
RFQ

 Doc. Type Description: – Update the descriptive text of RFQ document

type.

 Itmlnt: – Update the item interval for RFQ, if the item interval is 10
then the RFQ line item starts with 10, 20, 30… and so on.

 NoRgeInt : – Assign the internal number range interval for RFQ

document type.

 NoRge Ext : – Assign the external number range interval for RFQ
document type.

 Field Selection : – Update the field selection key for the new document
type from the list (Press function key F4 for list).

Step 7 : – Choose the document type AB and double click on allowed item
categories.
Step 8 : – On Admissible item categories for document type AB request for
GP Bid screen, choose new entries button to define new item categories.

Step 9 : – On new entries item categories screen, choose item category

from the list as per requirements and press enter.

Step 10 : – Now choose the standard item category and double click on “link
purchase requisition – document type”
Step 11 : – On change view “link purchase requisition – document type”
overview screen, choose new entries button.

Step 12 : – On new entries screen, maintain the required purchasing

document type and save the configured details.

After maintaining all the required details for RFQ document type, choose
save icon and save configured details.

Successfully we have defined document types for RFQ in SAP MM.

SAP MM – Define Screen Layout At Document Level for RFQ

How to define screen layout at document level for RFQ

In this activity you define screen layout at document level for RFQ (Request
For Quotation) in SAP. For purchasing documents and purchase requisition,
you need to update the input attributes of fields using field selection key.

The definition of screen layout at document configuration method is same

as screen layout at document level for PR.

You can maintain screen layout at document level for request for quotation
by using the following navigation method.

Transaction
SPRO
Code
 SAP IMG IMG > Material Management > Purchasing > Request for
Path Quotation > Define screen layout at document level.

Configuration steps

Perform the following configuration steps for defining the screen layout at
document level for RFQ.

Step 1 : – Execute t-code “SPRO” in SAP command field as shown below

image.

Step 2 : – Choose “SAP Reference IMG” from execute project screen.

Step 3 : – Follow the navigation path: Material Management – Purchasing –
Request for Quotation and choose img activity define screen layout at
document level.

Step 4 : – On change view “Screen layout: RFQ/ Quotation” overview screen,

choose standard field selection “ANA” and click on copy as icon.

Step 5 : – On change view “screen layout RFQ/ Quotation details of selected

set” rename the field selection group from ANA to new key and description
as per the requirements of project. After you update the details, press enter
to continue.
Step 6 : – Now double click on newly created field selection group key.

Step 7 : – On Maintain Table T162: Field selection groups, choose the

required field selection group to update the required details.
Step 8 : – After you choose the field selection group, make the required
change for required entry, optional entry and display.
Similarly make the changes for other field selection group and save the
configured details.

Successfully we have defined screen layout at document level for RFQ in SAP
MM.

SAP MM – Maintain Quotation Comments in SAP

In this SAP MM tutorial, you will learn how to maintain quotation comments in
SAP using transaction code OMES.

How to maintain quotation comments in SAP

In this activity you maintain quotation comments in SAP for internal

comments related to quotations. The comments helps to note in the detailed
information on a quotation the action that you have taken against a
quotation.

Navigation

You can maintain quotation comments in SAP by using one of the following
navigation method.

Transaction
OMES
code
 SAP IMG IMG > Material Management > Purchasing >
Path RFQ/Quotation > Maintain Quotation Comments.

Configuration steps

Perform the following configuration steps for maintaining the quotation

comments in SAP.

Step 1 : – Execute t-code “OMES” in command field from SAP easy access
screen.

Step 2 : – On change view “Int comments on quotation” overview screen,

click on new entries button for maintaining the new quotation comments in
SAP.

Step 3 : – On new entries quotation comments screen, update the following

details.

 Quotation Comment : – Enter the code that identifies as comments for

quotation in SAP.

 Internal comment: Descr.text : – Update the descriptive text of

quotation internal comment.
After maintaining all the required details, choose save icon and save the
configured details.

Successfully we have maintained Quotation Comments in SAP MM.

SAP MM – Define Texts for RFQ/ Quotations in SAP

How to define Texts for RFQ/ Quotations in SAP

In this activity you define Texts for RFQ/ Quotations in SAP to display text in
the document header. The definition of text type is a cross client object. It
involves the following configuration steps

1. Define text types for header texts

2. Define text types for item texts

Navigation

You can define text types for item texts in SAP by using one of the navigation
method.

Transaction
SPRO
code

IMG > Material Management > Purchasing >

SAP IMG Path
RFQ/Quotation > Texts for RFQ/ Quotations

Define text types for header text

Configuration steps
Perform the following configuration steps for defining the text types for item
texts in SAP.

Step 1 : – Execute t-code “SPRO” in command field from SAP easy access.

Step 2 : – Choose “SAP Reference IMG” from customizing execute project

screen.

Step 3 : – From display img screen, follow the navigation path Material
Management – Purchasing -RFQ/Quotation – Texts for RFQ/ Quotations and
choose img activity “define text types for header texts”.
Step 4 : – On maintain text types : header text RFQ/ Quotation screen,
choose new entries button for maintaining new header texts in SAP.

Step 5 : – On new entries header texts for RFQ/ quotation maintain the
following details.

 Seq. No : – Enter the sequence number for header texts RFQ/

quotation.

 Meaning : – Enter the description of header text of RFQ.

Choose save icon and save the configured details.

Define text types for item texts

Step 1 : – Follow the navigation path Material Management – Purchasing -

RFQ/Quotation – Texts for RFQ/ Quotation and choose IMG activity “define
text types for item texts”.

Step 2 : – On maintain text types: item texts RFQ/quotation, choose new

entries option for maintaining new text items for item texts.
Step 3 : – On new entries item texts screen, update the following details.

 Seq. No : – Update the sequential number of item texts RFQ/ quotation.

 Meaning : – Update the description text of sequential number.

After maintaining all the details, choose save icon and save the configured
details of text types for item texts.

Successfully we have maintained text types for RFQ/ Quotation in SAP MM.