Document Types SAP MM

Customizing Document Type PurchasingApplies to: SAP 4.6x and ECC 6.0. For more information, visit the Supply Chain Management homepage. Summary This article illustrates the use and customizing steps of Purchasing Document Types -Material Management. It shows the settings in the IMG Guide and the outcome of such customize setting changes. Author: Vikrant Choudhary Company: Infosys Technologies Limited Created on: 21 March 2009 Author Bio Vikrant Choudhary is a Functional Consultant –Material Management working with Infosys Technologies Limited and has 8 years Domain experience in Material Management SAP COMMUNITY NETWORK © 2009 SAP AG SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com 1 .................................................................3 An Illustration ........................................com 2 ........................................3 Why Create a New Document Type? ...........................................................................................3 Configuration-SPRO settings.................8 Related Content.......................................................................Customizing Document Type -Purchasing Table of Contents Document Type -Introduction and usage ................................................................................................4 Field selection key ......................................sap.....sap.................................................................................................................................................sap...........................................................................................................................................................................................................9 Disclaimer and Liability Notice......................................7 Effect of this configuration.....................bpx.......com | BOC ....................................................................com | BPX ..............................................................................................................................sdn...........................8 Ending Note .................boc........10 SAP COMMUNITY NETWORK © 2009 SAP AG SDN ............................................................ 1. for instance: Standard purchase order -NB Stock transport order .sap. The standard SAP system includes certain document types The following purchasing document types can exist for the purchasing document category purchase order. The Document type determines the relevant number range and the fields that are offered to you for data maintenance purposes Document types are defined for RFQs. purchase orders. the different kinds of purchasing document are distinguished from one another by means of the document type.bpx. and contracts. To differentiate between different Purchasing Activity eg Purchase order for Stock Material and Purchase Order for External Services or Purchase order for Consignment Stocks or Domestic Purchase and Import Purchase 2.com | BPX .sap. Assignment of Different Number range to Purchase Orders based on Document type 3.Customizing Document Type -Purchasing Document Type -Introduction and usage In the SAP System.sdn. Define Allowed Follow-on document types An Illustration As an example to demonstrate the use and customizing settings involved in creating a new document type for Purchase order . Only Item Category Standard and “D” –services allowed Follow on document Purchase requisition document type NB With item category “D” only allowed SAP COMMUNITY NETWORK © 2009 SAP AG SDN . for example. A New Document type “ZSO ” is created by copying the standard Document type “NB”. This document type is to be used only for creating Purchase Orders for External Services Features of ZSO document type Different number range from the Standard Purchase Document type .UB Framework order .boc.com 3 .FO Why Create a New Document Type? An Enterprise may choose to have a different document type for a number of reasons.sap.com | BOC . Customizing Document Type -Purchasing Configuration-SPRO settings SAP COMMUNITY NETWORK © 2009 SAP AG SDN .sap.com | BPX .com | BOC .bpx.sap.sdn.sap.com 4 .boc. boc.sap.com | BPX .Customizing Document Type -Purchasing New document type created by copying the standard document type “NB” Explanation of the fields maintained above FIELD SELECTION KEY IS AN IMPORTANT ASPECT OF DOCUMENT LAYOUT .sap.sap.bpx.com | BOC .sdn. IT IS EXPLAINED IN FURTHER DETAIL ON PAGE NO 7 Allowed Item Category We define the item categories that are allowed to be entered while creating the Purchase Orders SELECT THE DOCUMENT TYPE AND DOUBLE CLICK ON THE ALLOWED ITEM CATEGORY THIS SETTING WOULD RESTRICT THE USE OF ITEM CATEGORY “D” WITH THE DOCUMENT TYPE ZSO SAP COMMUNITY NETWORK © 2009 SAP AG SDN .com 5 . sap.com | BPX .sap.sdn.boc.bpx.sap.com | BOC .Customizing Document Type -Purchasing LINK PURCHASE REQUISITION DOCUMENT TYPE SAP COMMUNITY NETWORK © 2009 SAP AG SDN .com 6 . com | BPX .boc.com | BOC .sap.Here a new Field selection key is defined “ZNBF”” SAP COMMUNITY NETWORK © 2009 SAP AG SDN .sdn.bpx.sap.com 7 . which attributes the fields of the purchasing document are to have. for the relevant purchasing document type. This field selection key can be customized thru the below SPRO settings .sap.Customizing Document Type -Purchasing Field selection key The field selection key as explained in the previous slide determines. boc. The Document type plays an important role in the Purchase function in Material Management in SAP R/3 and hence it is important for Consultants to know what role customized document types can play for mapping Customer requirements.com 8 .com | BOC . SAP COMMUNITY NETWORK © 2009 SAP AG SDN .Customizing Document Type -Purchasing Material field is not checked and hence the material column while making the purchase order will be hidden Effect of this configuration Comparison of document layout :PO created with Document type NB-Standard PO and PO Created with Document Type ZSO PO Created with PO Created with NB ZSO Item category “D” will be defaulted in Document Type ZSO and also the material number column is hidden ( due to field selection key ZNBF) Ending Note If there are more than one company code.sdn.sap. a new document type may be defined with a different number range to differentiate between the company codes.com | BPX .bpx.sap.sap. com | BOC .com For more information.sap. visit the Supply Chain Management homepage.sap.sap.com 9 .sap.sdn. SAP COMMUNITY NETWORK © 2009 SAP AG SDN .com www.bpx.help.boc.sdn.sap.sap.com www.com | BPX .Customizing Document Type -Purchasing Related Content www. including any liability resulting from incompatibility between the content within this document and the materials and services offered by SAP.boc. code or methods suggested in this document.com 10 . You agree that you will not hold.sap. SAP offers no guarantees and assumes no responsibility or liability of any type with respect to the content of this technical article or code sample. SAP COMMUNITY NETWORK © 2009 SAP AG SDN .com | BPX . or seek to hold.sap. Changes made based on this information are not supported and can be overwritten during an upgrade.sap.com | BOC .sdn. SAP will not be held liable for any damages caused by using or misusing the information.Customizing Document Type -Purchasing Disclaimer and Liability Notice This document may discuss sample coding or other information that does not include SAP official interfaces and therefore is not supported by SAP.bpx. SAP responsible or liable with respect to the content of this document. and anyone using these methods does so at his/her own risk.