FI Requisitioning Part II

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FI Requisitioning Part II
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Prerequisites

• Introduction to SAP training workshop
• FI Requisitioning Part I

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Objectives

• Display / Maintain a purchase requisition
• Understand release strategy for requisitions
• Check the status of Purchase Orders
• ME23N
• Create Goods Receipts
• MIGO_GR
• Check the status of a vendor paid
• Retrieve asset information from SAP
• Approximate meeting time 2 hours

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Table of Contents
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Display / Maintain Purchase Requisition

• ME51N can be used to display and maintain a
  purchase requisition
• Once a Purchase Requisition has become a Purchase
  Order, you can no longer maintain
• Contact Purchasing for maintenance support

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Additional buttons
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ME51N Display / Maintain
Display/Change button
Click the Document Overview On button to view a
list of Requisitions created by you. Double
click the requisition to display. To maintain a
requisition, click the Display/Change button.
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Release Strategy for Non-grant
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Release Strategy for Grant
Requisitioner
Approver
Create new requisition or no action
Not released
Barb Smith
Released
Purchasing creates PO
Purchasing
Released
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Business Workplace
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View Purchase Order

• Purchasing will create the order in SAP
• Display or track the status of an order
• ME23N
• The best way to find the Purchase Order Number is
  on the Status tab of the Requisition
• Drill down to the order to see the Vendor
  selected by purchasing by double-clicking on the
  Purchase Order number.

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ME51N Purchase Order
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Double click the Requisition Number
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Select the Status Tab to check the status of a
Purchase Order. Drilldown on the purchase order
number by double-clicking on the Purchase
Document number.
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Purchase Order History
Once you have double-clicked on the Purchase
Order number and drilldown into the Purchase
Order, the Purchase Order History tab will
display Invoice information.
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Create a Goods Receipt

• Departments will be responsible for receiving
  their goods when delivery is met
• Not all goods/services will be received, such as
  subscriptions and registrations
• Vendor will not be paid until the Goods Receipt
  is complete
• Create a goods receipt
• MIGO_GR

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MIGO_GR
Enter the purchase order number and click execute.
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Quantity tab
Click the Item OK box to receive a Line Item.
The quantity can be adjusted with Qty in UnE or
below with the Quantity tab.
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Click Post after receiving the goods
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You will receive a Material document number when
the receipt has posted.
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Fixed Asset

• Accounting will enter and maintain in SAP
• The fixed asset annual verification process will
  be maintained
• All current university fixed asset policies will
  remain in effect
• Same policies as pre-SAP
• http//access.nku.edu/comptroller/
• Moveable Equipment Equipment Inventory

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Fixed Assets

• Display fixed asset
• AS03
• Display asset accounting transactions (Asset
  Explorer)
• AW01N

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AS03 Initial screen
Enter asset number and company code. Click Enter.
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You can scroll through the various tabs of asset
information. The Asset values button will open
Asset Explorer (AW01N).
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AW01N Planned values tab
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AW01N Posted values tab
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AW01N Comparisons tab
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AW01N Parameters tab
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Find Asset Information by Tag number - ZBAR
Enter the tag number in the Inventory number
field. Click execute.
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The requested tag number information is displayed.
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Exercises

• Classroom exercises
• Quick Reference Cards (QRC)

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Performance Support

• PRISM Web site http//PRISM.nku.edu
• Work Instructions
• Quick Reference Cards
• Simulations
• NKU Context Sensitive Help
• Procurement Services - http//access.nku.edu/purch
  asing/
• Email PRISM_at_nku.edu

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Thank you!

• We sincerely thank you for investing your time
  with us. Questions?