312询价和报价处理SAP MM前台比较实用的操作手册.docx

1、312询价和报价处理SAP MM前台比较实用的操作手册Processing RFQs and QuotationsIf a need for externally supplied materials should arise within your enterprise, the specific requirements are converted into purchase requisitions either manually or automatically (through the MRP runs).It may not always be possible to find t

2、he sources from which to procure the materials automatically (within the framework of optimized purchasing). In this case, further system support in selecting vendors is available to users in the shape of the RFQ/quotation processing functionality, which enables the purchasing entity to implement a

3、closed competitive bidding procedure. In such a procedure, any number of potential suppliers can be requested to submit quotations. These quotations are then entered in the system, after which a price comparison is carried out.After this, it is possible to generate the corresponding purchase orders

4、(to be issued to the selected vendors) quickly and straightforwardly direct from the RFQs, to thus initiate the actual external procurement process. Unfavorable bids can be rejected.In the following example, 100 PCs, type Maxitec R 375 Persona (material number R-1000), are to be manufactured in plan

5、t 1200 (Dresden). The MRP run has determined a need for various components of which no stocks are currently available. The components involved are as follows: R-1150 (3.5 diskette drive), R-1160 (4.3GB hard disk), and R-1170 (Slimline PC case).For simplicitys sake, the purchase requisitions are to b

6、e created manually.You can display the manufacturing bill of material (BOM) for the Maxitec R 375 PC as follows: Choose Logistics Production Master Data Bills of Material Evaluations BOM explosion Material BOM Structure (Multi-Level). In the Material field, enter the material number R-1000. Enter 12

7、00 in the Plant field. In the BOM application field, enter PP01 for general production. Choose . The system shows you the multi-level BOM for the PC. Choose until the overview tree appears.Process FlowYou can find the data for this process under .1. Creating a Purchase Requisition2. Converting a Pur

8、chase Requisition into an RFQ 3. Displaying an RFQ 4. Entering Quotations5. Comparison of Quotations6. Ordering an Item from One-Time Vendor who Quoted Lowest Price7. Ordering an Item from Vendor w. Master Record who Quoted Lowest PriceData Used In This ProcessFieldDataDescriptionCompany code 1000ID

9、ES AGPlant 1200Dresden plantVendors101010301950Sunny Electronics GmbHJotachi Deutschland AGOne-time vendorMaterial numberR-1150R-1160R-11703.5 HD Diskette drive4.3 GB Hard diskSlimline PC casePurchasing organization1000IDES GermanyPurchasing group007Lux, LCreating a Purchase RequisitionProcedure1. C

10、all up the transaction as follows:Menu PathLogistics Materials Management Purchasing Purchase Requisition CreateTransaction CodeME512. Choose .3. On the Create Purchase Requisition: Initial Screen, enter the following data:FieldDataDocument typeNB (Standard purchase order)Delivery date4 weeks from t

11、odays datePlant 1200Purchasing group0074. Choose .Skip any warning messages by choosing .5. On the Create Purchase Requisition: Item Overview screen, enter the following data:FieldDataMaterialR-1150Quantity requested1006. Choose .To skip any warning messages, choose .7. Repeat the entries for item 2

12、0 with the following data:FieldDataMaterialR-1160Quantity requested1008. Choose .To skip any warning messages, choose .9. Repeat the entries for item 30 with the following data:FieldDataMaterialR-1170Quantity requested10010. Choose .To skip any warning messages, choose .11. Choose to save your input

13、.The system confirms that a purchase requisition has been created under the number indicated. Make a note of this number.12. Choose until the overview tree appears.Converting a Purchase Requisition into an RFQProcedure1. Call up the transaction as follows:Menu PathFrom the Purchase Requisition node,

14、 choose Follow-on Functions Assign and Process.Transaction CodeME57; ME412. On the Assign and Process Purchase Requisitions screen, enter the following data:FieldDataPurchasing group007Scope of listAPlant 1200Sort indicator13. Choose .The purchase requisition you created is displayed in the item ove

15、rview.4. Select one of the items you created. Choose Edit Flag for RFQ With Vendor.The Flag for RFQ Processing dialog box appears. 5. Enter the following data:FieldDataVendor1010, 1030, 1950Purchasing organization1000Ignore any existing entries.6. Choose Flag for RFQ.7. Carry out the process for the

16、 other items you entered by repeating steps 4 to 6.Once the comment Flagged for RFQ processing (several vendors) appears in all items, you can resume your processing.8. Choose Assignments.9. On the Assign and Process Requisitions: Overview of Assignments screen, you see which vendors have been flagg

17、ed for the issue of RFQs. Select the lower line for vendor 1010 and choose Process Assignment.The Process Assignment: Create RFQ dialog box appears. Here you can change the RFQ header data.10. Enter the following data:FieldDataQuotation deadline14 days from todays date 11. Choose .12. On the Create

18、RFQ: Header Data screen, enter the following data:FieldDataCollective number (Coll. no.)Any number (as long as it is the same as the one entered for the next RFQ)The collective number is used to group together the RFQs you create. If you group together all the RFQs belonging to a certain collective

19、bidding procedure (bid invitation/tendering process) under the same number, it is then easier to select the RFQs under this number in list displays and for price comparison purposes.13. Choose .14. On the Create RFQ: Selection List of Purchase Requisitions screen, select all the items by choosing .1

20、5. Choose Adopt + Details.The data pertaining to the item level now appears on the Create RFQ: Item # screen. Acknowledge any warnings that may appear. Here you have the opportunity to check the data and make any necessary changes. 16. Choose .The next item appears. When all items have been checked,

21、 the Create RFQ: Item Overview screen appears.17. Choose .If the Save Document dialog box appears, choose Yes.18. The RFQ number is displayed at the bottom of the Create RFQ: Vendor Address screen. Note this number.19. Choose to return to the Assign and Process Requisitions: Overview of Assignments

22、screen.On the Assign and Process Requisitions: Overview of Assignments screen, you see that the vendor has been given the status RFQ issued in the Processing note column.20. Repeat steps 9 to 18 for the vendors that do not yet have the status RFQ issued. If this process is carried out with the one-t

23、ime vendor 1950, the error message Please first maintain vendors address appears on the Create RFQ: Item Overview screen. To do so, choose .The Create RFQ: Vendor Address screen appears.21. Enter the address data of your choice and pay attention to any error messages. 22. Choose .If the Save Documen

24、t dialog box appears, choose Yes.23. Choose .The system confirms the posting and assigns an RFQ number for the one-time vendor 1950. Make a note of the document number that appears in the status line for use in a subsequent process step.24. Choose .25. Choose until the overview tree appears.If the E

25、xit List dialog box appears, choose Yes.Displaying an RFQProcedure1. Call up the transaction as follows:Menu PathFrom the RFQ/Quotation node, choose Request for Quotation List Displays By Collective Number.Transaction CodeME4S2. On the RFQs per Collective Number screen, enter the following data:Fiel

26、dDataCollective numberThe collective number you entered previously.Scope of listANFRPlant 1200Via the scope of list you determine which information is displayed in the list. You can adjust the scope of list parameters in Customizing for Materials Management. To do so, choose Purchasing Reporting Mai

27、ntain Purchasing Lists. Here you will find the parameter ANFR and its settings. You also have the opportunity to create new parameters at this point, allowing you to adjust your lists on an individual basis.3. Choose .All assigned RFQs are now displayed.4. Choose until the overview tree appears.Ente

28、ring QuotationsProcedure1. Call up the transaction as follows:Menu PathFrom the RFQ/Quotation node, choose Quotation Maintain.Transaction CodeME472. On the Maintain Quotation: Initial Screen, enter the following data:FieldDataRFQPreviously noted RFQ number for vendor 1010. (Use the Input help button

29、 to conduct a vendor-specific search for an RFQ number.) 3. Choose .4. On the Maintain Quotation: Item Overview screen, enter the following data:LineFieldDataQuotation 1 (vendor 1010)10 R-1150Net price6520 R-1160Net price17830 R-1170Net price47,505. Choose .6. Select all displayed items by choosing

30、.7. To return to the detail level, choose .The Maintain Quotation: Item # now appears for the first item.8. Enter the following data:FieldDataTax codeVN (Domestic input tax 16%)9. Choose .The Maintain Quotation: Item # now appears for the second item. 10. In the Tax code field, enter the following data:FieldDataTax codeVN (Domestic input tax 16%)11. Choose .On the Change Quotation: Item Conditions screen, enter the following data:FieldDataCondition typeRA00 (% discount on net) Rate5 (%)12. Choose .13. Choose .