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Account assignment in SAP Purchasing (MM) – FAQ

This note provides answers to frequently asked questions regarding account assignment in purchasing documents. This post is based on Snote 496082.

Table of Contents

FAQ: Account Assignement in SAP Purchasing

Account assignement : g/l account for a sales order.

Question: Why is the G/L account for a sales order with nonvaluated individual sales order stock different from the account with valuated indivi dual sales order stock?

Answer: See Note 458270.

Multiple Account Assignment in Purchasing

Question: Can you create several assets at the same time in the new purchasing transactions?

Answer: You can create several assets at the same time. However, you must first ensure that at least as many account assignment lines have bee n created as the number of assets that you want to create. You can do this very easily using the copy function.

G/L Account is not saved if switch to a material group

Question: You create a purchase order with account assignment using transaction ME22. You enter a material group, from which a G/L account is de termined using the valuation class. If you then switch to a material group that does not determine a G/L account via the valuation class, the system deletes the previous G/L account and prompts you to enter a G/L account. If you cancel the account assignment screen and change the material group back on the item detail screen, the previously determined G/L account is not determined again. Why is this ?

Answer: Unfortunately, this system behavior cannot be changed. First, enter any G/L account, so that the item is valid. If you then switch to the old material group again, the system also determines the correct G/L account again.

Entering the same account assignments for different items

Question: Is there an easy way of entering the same account assignments for different items in the new EnjoySAP transactions?

Answer: Ensure that Note 315676 has been implemented in your system and follow the procedure described there

Repeat account assignment function not work in the new EnjoySAP

Question: Why does the repeat acc. assignment function not work in the new EnjoySAP transactions when you create new account assignments in multiple acc. assign. ?

Solution: Use the copy function in multiple acc. assignment to create identical account assignment lines. You can use the repeat account assi gnment function to create similar account assignments for different items with the same account assignment category. To do this, proce ed as described in the answer to question 4.

Issue message KI 161 “Cost center &/& does n ot exist on &

Question: When you change the account assignment of an existing purchase order, why does the system issue message KI 161 “Cost center &/& does n ot exist on &” ? The same phenomenon occurs for other account assignment objects (for example, profit center).

Solution: Refer to Note 193371.

Can you create assets from the single account assignment screen?

Solution: Assets can only be created from the multiple account assignment screen (“Account assignment” tab). You can switch between single account assignment and multiple account assignment on the “Account assignment” tab page by clicking the icon above on the left.

Why does the system not display an account assignment tab page even though you have entered an account assignment category?

Solution: After you have implemented Note 520149, the account assignment tab is not displayed until all the required information is available, for example, the company code.

Why are account assignment objects derived in some situations, even though the relevant field on the account assignment tab page is hidden?

Solution: Refer to Note 619203.

ME 453 “Changing consump. or spec. stock indicator not allowed

You create a purchase order with reference to a subcontracting purchase requisition. This purchase requisition was created with an unknown account assignment, that is, account assignment category “U”. When you change the account assignment category in the purchase order, the system issues error message ME 453 “Changing consump. or spec. stock indicator not allowed (subcontracting)”.

Solution: See Note 205597

Select a valuated goods receipt together with multiple account assignment

Why can you not select a valuated goods receipt together with multiple account assignment in a purchase order or purchase requisition?

Solution: See Note 204252.

EBAN-FISTL, -GEBER, -KBLNR, -GRANT and -FKBER (as in table EKPO) empty

Funds Management is active. Why are the fields EBAN-FISTL, -GEBER, -KBLNR, -GRANT and -FKBER (as in table EKPO) empty? Solution: These fields are only filled if the account assignment category is set to “blank”. If you maintain an account assignment category in t he purchasing document, the system adds the information from these fields to the EBKN table (as in EKKN).

AA 334 “You cannot post to this asset (Asset & & blocked for acquisitions)

You try to change a purchase order item with acc. assignment category “A”, which contains a locked asset. The system issues error message AA 334 “You cannot post to this asset (Asset & & blocked for acquisitions)”. Solution: This is the standard system design. To make changes to this purchase order item, you have the following two options:

a) If you no longer require the purchase order item with the blocked asset, delete the purchase order item. b) Otherwise, you must activate the asset, make the required changes to the purchase order item, and then block the asset again.

The indicator for the account assignment screen

Question: What is the meaning of the indicator for the account assign. screen that you can set in Customizing for single account assignment/m ultiple account assignment? Solution: The indicator determines which account assignment screen is used by default for maintaining the account assign. for a purchase orde r item. For the EnjoySAP transactions, this value is simply a proposal that you can change in the purchasing document. For the old transactions, this value is the only one that you can use.

Question: Is there an unknown account assign. for standard purchase orders?

Solution: This is generally not allowed, and the system issues message ME 069 “Unknown account assignment not defined for use here”. There is an exception in the case of service items that are created with item category D (service) or B (limit).

Acc. Assignment check is not performed when Purchase Order is updated

Question: You change data in a purchase order item (for example, purchase order value, delivery date, and so on). Why does the system not perform another acc. assignment check?

Solution: This is the standard system design. When you created the purchase order item, if the system already checked the acc. assignment and there were no errors, another acc.?assignment check only takes place if you change a field that is relevant to account assign.?(for example, quantity, material number, and so on). If this system response does not meet your requirements, implement the account assignment check in the BAdI ME_PROCESS_PO_CUST. The BA dI is called each time the purchase order is changed.

“In case of account assignment, please enter acc. assignment data for item”

Question: If you delete all the account assign?lines that were entered in the account assignment screen, the system exits the account assign. tab page and goes to the material data. In addition, the system issues the error message “In case of account assignment, please enter acc. assignment data for item”.

Answer: In the current system design, if you delete all the account assignment lines, the system assumes that you do not want to maintain any account assignment data. This conflicts with the account assignment category and the system issues error message 06 436. You can then remove the account assignment indicator. Procedure: If you want to delete all the account assignment data that was entered, see the answer to question 24.

Third-party order processing (CS) and individual purchase order processing (CB)

Question: Which account assignment categories should you enter in schedule line categories for third-party order processing (CS) and individual purchase order processing (CB)? Solution: See Note 210997.

G/L Account is not transfered from Valuation class

Question: In a blanket purchase order or blanket purchase requisition with account assignment, you subsequently change the material group. Even though the new material group is assigned to another G/L account via the valuation class, the system does not redetermine the account assignment for the relevant item. The old G/L account remains.

Solution: See Note 449216.

Customizing Account assignment fields as required entry, optional entry, or display fields

Question: In Customizing, you can set the, or as completely hidden fields, depending on the account assignment category. These settings also determine whether the system deletes or retains the values for the account assignment fields when you change the account assignment category in a purchase order item.

Answer: In Customizing for materials management (MM), when you maintain account assignment categories (IMG: Materials Management-> Purchasing -> Account Assignment-> Maintain Account Assignment Categories), you can control the different account assignment fields as follows: Required entry: You must make an entry in the field, otherwise the system issues error message ME 083.

• Optional entry: Entry in this field is optional.
• Display: The field is displayed, but it is not ready for input.
• Hidden: The field is hidden. Example:

The acc. assignment category is K, the cost center is an optional entry field and it is filled with the value 1000. You change the acc. assignment category to P. Subject to the field settings for the cost center for the acc. assignment category P, the system response is as follows: The cost center is a required entry or an optional entry field: The system transfers the value 1000 for the cos t center.The cost center is a display field: First, the value 1000 for the cost center is deleted. If the system can determine a value again after you enter the changed acc. assignment category, this value is transferred. The cost center is a hidden field: The system deletes the value 1000 for the cost center.

System ignores the acc. assignment data of the purchase requisition for the second schedule line.

Question: You create a purchase order item assigned to an account with reference to a purchase requisition. For this purchase order item, you create a second schedule line with reference to another purchase requisition. The system ignores the acc. assignment data of the purchase requisition for the second schedule line. Solution: This is the standard system design. The system does not generate multiple acc. assignment in the purchase order item, even if the t wo referenced purchase requisitions are assigned to different CO objects. Refer to Note 47150 for the old transactions and to Notes 422609 and 771045 for the EnjoySAP transactions.

Undelete an item in a purchase requisition if assignment data is no longer valid

Question: Why can you undelete an item in a purchase requisition if the corresponding acc. assignment data is no longer valid? Solution: When you undelete an item in a purchase requisition, the system does not perform a new acc. assignment check. Therefore, the accoun t assignment data is not checked again. Nevertheless, errors occur if you try to create a purchase order with reference to this purchase requisition. When you undelete an item in a purchase order, however, the system does perform another acc. assignment check.

Transfer of Acc. Assign. with Reference Document

Question: You create a purchasing document with reference to a reference document. What account assig. data is transferred? Solution: The acc. assignment data is derived from the reference document. If you delete the acc.?assignment category and enter it again, a new automatic general ledger account determination takes place.

Question What is the correct procedure for changing acc. assignment data?

– If, for example, you want to change the acc. assignment category: Note that you MUST first delete all existing acc. assignment data for the relevant item. You can do this by initializing (deleting) the acc. assignment category and confirming by choosing ENTER. Following this, you can enter the new acc. assignment category and the relevant acc. assignment data.

– If you want to change acc. assignment data for the relevant item: For example, you want to change the main acc. assignment objects such as cost center, G/L account, sales order, network, or WBS ele ment, and so on. Here also, we recommend deleting all existing acc. assignment data by initializing (deleting) the account assignme nt category and confirming by choosing ENTER.If you are working with contracts, you must delete the acc. assignment line on the acc. assignment screen and enter a new line t o ensure that the data is derived correctly again. You MUST NOT change the current settings. For example, in some circumstances, the requirements type (OVZH) or the valuation of the requirements class (OVZG) is changed after th e purchasing document is created. This can cause errors in a valuation of goods movements (goods receipt, for example) and MUST BE AVOIDED.

Read more on? Account Assignment

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Configuring Orders and Work Packs

After completing this lesson, you will be able to:

• Configure general order parameters
• Configure procurement objects
• Configure workflows
• Configure phase model maintenance settings
• Configure work packs

Maintenance Order & Work Packs Overview

Maintenance Orders

The Maintenance order is used to plan, execute, and control maintenance on technical assets (such as functional locations and equipments). The maintenance order is created either as a result of a malfunction on a technical asset or to carry out preventive maintenance (planned maintenance).

Orders form an important part of the detailed planning of tasks and their accompanying documentation in Maintenance Management. The technician on site must execute tasks at a technical object. For this, materials, utilities and staff must be planned and costs estimated. The order supports you with these tasks, since it primarily contains data for planning and executing tasks that must be performed at the technical object in question.

Maintenance Order Type

Maintenance orders are classified by their order type. The order type represents a specific business process because it determines the realization and subsequent processing options of individual orders. This is also why you cannot change the order type of the maintenance order retrospectively.

A key differentiators between the available maintenance processes is the phase model, which structures the end-to-end maintenance process into individual phases and sub-phases. Only some order types support processing according to phases. In the other business processes, the system status of the maintenance order describes its current process step.

• Reactive Maintenance
• Proactive Maintenance
• Improvement Maintenance
• Operational/Overhead Maintenance

During the execution of scheduled maintenance work, the maintenance supervisor needs to plan and print job relevant output forms for one or more maintenance orders that need to be executed. These forms need to be handed over to the maintenance technicians for execution of the job. A work pack is created by the Maintenance Planner or Maintenance Supervisor to club these orders into one package based on grouping criterion.

For work pack to be successfully created for maintenance order operations with an active phase model, the system status must be DSPT (Dispatched), for maintenance order operations without the phase model, the system status must be REL (Released)

Some work pack grouping criteria are delivered by default. You can use the following work pack configurations:

Define Grouping Criteria for Work packs: You can create grouping criteria for generating job packs in a work pack and for managing the output based on work packs.

Assign Grouping Criteria to Work Pack Type: You have the option to choose and assign grouping criteria to work pack types.

Maintenance Activity Type Configuration

Using this configuration activity, you can define maintenance activity types to classify maintenance order. In this step, you determine the allowed maintenance activity types. Check the maintenance activities of the standard system and define new ones, if necessary.

Recommendation

In collaboration with your maintenance controlling, define the level of detail of your maintenance tasks from the point of view of task processing and from the point of view of cost follow-up for the maintenance history. The maintenance activity types are stored in the header of each maintenance order. The maintenance activity types are used in the PM Information System as a grouping element for maintenance orders. For example, cost evaluations in the PM Information System can be performed using maintenance activity types. The maintenance activity types must not be confused with activities in the CO system.

It is optional to configure this activity.

Default Values for Maintenance Activity Type for Each Order Type

Using this configuration activity, you can assign a default maintenance activity type to an order type. The activity is then proposed during order processing.

It is Optional to configure this

Assign Valid Maintenance Activity Types to Maintenance Order Types

Using this configuration activity, you assign a maintenance activity type to a maintenance order type. You can allocate the corresponding maintenance activities to the PM and CS order types.

For example, if you have created an order type for modification tasks, in this step you can now define that only the maintenance activity type MODIFICATION are allowed for modification tasks. All other activity types must not be allowed for this special order type.

It is Optional to configure this.

Order Parameter Control Configuation

Maintain value categories.

In this step, you define value categories. Value categories are intervals for cost elements and are required to update the Plant Maintenance Information System and the Customer Service Information System.

For performance reasons, it is advisable to group together cost elements into value categories. This reduces the volume of data. If you still want to create value categories according to the cost elements, then you can generate the value categories automatically.

Quantities are only updated in the order if you have assigned a unit of measure to the value category.

• Define a key and description for the value category.
• If you want to evaluate quantities in the order, assign a unit of measure to the value category.

Assign Cost Elements to Value Categories

In this section, you define a cost element group as a value category.

If you subsequently change value categories, you have to restructure the files PMCO and PMCOQT . For restructuring, you use the program RIPMCO00 . It is also possible to change the value categories if records have already been placed in the files.

In addition, you must restructure the info structures in the Plant Maintenance Information System if you are updating cost and quantity key figures based on value categories.

You can restructure the information structures using report RIPMS001 .

• Choose a value category and call up the detail screen.
• Define a cost element group as a value category.

Define Default Values for Value Categories

Allows you to define default values for the value categories for the entry of costs.

In this step, you can define default values for the value categories for the entry of costs.

This setting applies to the creation of cost estimates in orders.

To ensure the comparability of the cost structures, you should use the same cost structures (value categories) as for orders performed in the SAP System.

Order Parameter Configuration

Define change documents, collective purchase requisition, mrp relevance.

In this activity, you can define:

• Whether just one purchase requisition (collective purchase requisition) should be generated for external material and operations for each order.
• Whether reservations or purchase requisitions relevant to materials planning should be generated when an order is created or only when the order is released.
• If you do not flag the CollctveRequstn (collective purchase requisition) field, an internal purchase requisition with an item is generated for each external operation and external material.
• You do not select the field Reservation/Purchase Requisition. As a result, purchase requisitions are only generated when the order is released, and reservations only become relevant to materials planning once the order has been released.

It is Optional to configure this activity

Define Order Parameters for Rework Analysis

The Order History time frame can be configured in the activity for rework analysis. You can maintain this time frame less than or equal to 30 days. In this configuration step you can additionally maintain the Order types and Maintenance Activity types as a criteria to determine rework orders.

The rework analysis further considers the following criteria:

Matching technical object between orders

Matching scope items specified in the planning bucket

Previous matching orders are technically complete

Default Value Profiles for External Procurement

Using this activity you can define a profile for external service and material procurement. Use default values such as purchasing organization, purchasing group, cost element, and material group.

In this step, you define the profiles for external procurement of services and materials. In the external processing profile, you can store default values to generate purchase requisitions from maintenance or service orders. In each profile, you can store a default value for the following values:

Cost element account

Purchasing organization

Purchasing group

Material group

During external processing, a distinction is made between the external procurement of materials and the allocation of complete order operations to vendors. Both of these procurement processes generally require different data for purchasing: for example, different purchasing groups or different cost element accounts. Therefore, you must also define different profiles for them. For example:

External processing or external assignment of complete order operations.

Procurement of materials (material profile) In a further step, you can assign two profiles to each user.

It is Recommended to configure this activity.

Service Entry Sheets Use Configuration

Approval for service entry sheet.

When setting up the system for the overall business process with regards to the approval of a service entry sheet, a BPC expert can configure the following settings:

• Configure the type of the message which will be raised in the case that the responsible person has not been entered into the maintenance order
• Introduce a workflow for the approval of the service entry sheet which has been initiated from the planned work of the maintenance order, i.e. a lean service has been entered into a maintenance order operation.

A user assigned to the role SAP_BR_BPC_EXPERT is authorized to launch application Manager Your Solution .

In order to determine the appropriated message type, please launch the following configuration item:

• Application Area: Asset Management
• Sub Application: Maintenance Management
• Message Control

By default, a warning message would be raised if an operation including a lean service is going to be dispatched, but the responsible person has not been entered into the maintenance order header.

You might consider changing this message type to E so that an error would be raised in the case that the responsible person in the maintenance order has not been entered yet.

Finally, when the service entry sheet has been submitted for approval, the responsible person should be determined in the maintenance order. To prevent the missing information in the maintenance order, the blue print of your business process could define raising an error message.

The following configurations are required so that the responsible person in the maintenance order will receive the approval request:

• Assign Account Assignment Category e.g. Maintenance Order
• Assign Role e.g. Person Responsible for Maintenance Order

Introducing both configuration options are the main enhancements to enable the maintenance management process flow into the approval process of a submitted service entry sheet.

Maintenance Order Workflow Activation

Using this activity you can activate the flexible workflow for maintenance orders.

The flexible workflow allows you to use either the automatic one-step or even, multi-step approval. You can use the app Manage Workflows for Maintenance Orders to define start conditions such as the planning plant, planner group, activity type, or the order type of the maintenance order. This app also provides several options for determining the approver, such as the approval by the manager, or approval by the responsible cost center. Alternatively, you can enter a specific user as the approver.

If you have defined several workflows, the start conditions are checked in the order you have defined in the app Manage Workflows for Maintenance Orders . As soon as the start conditions for a workflow are met, this workflow is used. This ensures that only one workflow in the list of your defined workflows is started, even if several workflows have matching start conditions.

To configure the flexible workflow, follow these steps:

• Using this activity you can activate flexible workflow for a combination of maintenance order type and planning plant. If the flexible workflow is not activated for a combination of order type and planning plant, you can release the work order without triggering any workflow.
• Set up the flexible workflow rules using the app Manage Workflows for Maintenance Orders .

Set Up Flexible Workflow Rules

To set up the flexible workflow rule, follow these steps:

In the launchpad, open the app Manage Workflows for Maintenance Orders .

Choose Add to add a new workflow.

You must enter a name for the new workflow. In addition, you can provide a description.

In the section Preconditions , you can define the start conditions for your workflow, for example, in the following way:

In the section Preconditions , select Maintenance order type is from the drop-down list in the app, and enter YA01 .

From the drop-down list, select Maintenance plant of the maintenance order is and enter the required value.

From the drop-down list, select Total planned cost is greater than or equal to and add the desired values for New Value and Currency .

In the section Step Sequence , choose Add . In the drop-down list of the field Type , choose Approve Maintenance Order to define the approver of the workflow.

In the section Recipients , you can choose the desired agent determination rule or you can add the user ID of a specific user.

Choose Add to add these entries and return to the workflow definition screen.

Choose Save to add this workflow to the list of available workflows.

In the list of workflows, ensure that this workflow has the status Active .

Phase Model Maintenance Configuration

Define phase control code for maintenance orders.

Allows you to define phase control codes for maintenance orders. You always configure phase control codes for a combination of order type and entity. This means that you can define phase control codes differently for the order header and order operation of the same order type.

Phase control code allows you to control the transition of phases. If you activate a phase control code to block a phase for a maintenance order, the system will not allow you to transition to this phase until you have deactivated the phase control code. Phase control codes can be activated for order headers and operations.

Configure Phase Control Codes

To configure phase control codes, follow these steps:

• Select the entity (order header or order operation) for which you plan to define the phase control code
• Select the order type and define the phase control code. For each phase control code, you can indicate whether the phase control code has to be activated automatically when an order is created. You can also set the authentication key. Only the users with the authentication key can activate or deactivate a phase control code.

You can indicate whether the phase control code is still valid (Valid), Will no longer be used in future (Deprecated) or is an invalid entry No longer valid

• A valid phase control code can be used without any restrictions
• A deprecated phase control code is still displayed in the value help and still can be activated and deactivated. If the user selects this phase control code and wants to activate it, the system issues a warning message
• A phase control code that is no longer valid cannot be activated. This means that the user cannot select invalid phase control codes from the value help in any apps that allow the activation of phase control codes (for example, in the Change Maintenance Order app). However, an invalid phase control code can still be deactivated. Note that invalid phase control codes can be selected from the value help and displayed in apps that provide a list view. This allows you to use invalid phase control codes as a search and filter criterion
• For a phase control code, you can define the phase and sub-phase that needs to be blocked. This will block the maintenance order or operation from moving to the phase and sub-phase when the phase control code is activated. If the phase control code is not activated automatically at the order creation, you can also define the phase where the phase control code should be automatically activated.
• Depending on the phase control key, phase, and sub-phase that you selected for a phase control code, all the system statuses derived by the system are shown as references. If the check-box is selected, it indicates that the system status was automatically created. Additionally, you can also add or remove a system status. This helps you to adjust the system status for a phase control code

Define Authorization Keys

Authorization Keys can be configured to define users are allowed/authorized to change and adjust the phase control codes.

Authorization Keys need to be defined before they can be added to a Phase Control Code in the definition of the Phase Control Codes.

Assign Entities to Order Types

Select the node Assign Entities to Order Types .

Click on New Entries .

Select the Order Type for which you want to define phase control code.

Select the Entity – ORI (Order Header) or OVG (Order Operation).

Define Phase Control Codes

Select the node Define Phase Control Codes and click on New Entries .

Define a Phase Control Code .

Set the Auto flag to Yes if you want to apply the phase control code automatically when the order is created.

Defined Authorization Keys can be added to the Phase Control Codes.

Save the entries.

Define Phase Controls

Select the node Define Phase Controls .

Choose Control Key Block .

Choose the phase and subphase you want to block.

Adjust System Status

System Statuses can be configured to control the changes of System Statuses. The System Status can be configured so that no transaction can be executed which would result in a change of System Status.

Phase control codes - enhancements

The processing of an order header or operation can be influenced by activating a phase control code so that the transition into the next subphase is blocked. From a technical perspective, a business transaction such as technical completion is triggered against the order header. An active phase control code would block the execution of the appropriated business transaction that would lead to the technical completion. Since the technical completion system status could not be set, the order header remains in the current subphase and will not enter the subphase for technical completion.

Not all phase control codes have been configured to block a business transaction so that those phase control codes will not control the processing of an order header or operation at all. Instead, those phase control codes are just used as a flag to highlight a custom specific information.

A new authorization object has been introduced to control the processing of phase control codes. When configuring a new role, an administrator can issue the appropriated permissions.

For BAdI implementation in the context of releasing a reactive maintenance order consider the following topics:

• The standard reactive maintenance order has been introduced with CE 2011 and this order covers the regular reactive maintenance work. Following the standard process, each reactive maintenance order has to be submitted for approval and the approval has to be issued before releasing this order.
• In the case of an emergency, an order of type reactive maintenance order is generated automatically, but this order will skip certain phases such as the approval phase and the release of this order is triggered automatically.
• In the case that an emergency order cannot be released at all, the entire business process of the emergency case will not be initiated. Hence, the corresponding reactive notification and order will be generated due to a failure message that is shown to the user who would like to initiate this process.
• The custom BAdI implementation should be used to activate a phase control code for the standard reactive maintenance order that will block the order release.

Here are some examples of customers use cases that can be fulfilled by a BAdI implementation:

• For certain technical objects, a permit to work needs to be introduced to prevent the uncontrolled execution of work
• An approval needs to be issued for emergency orders to enable maintenance planner to trigger technical completion of those orders
• Once a maintenance order has been released, the business completion of an order could be triggered before this order has been technically completed.

Consider the following issues regarding OData APIs:

• Starting with CE 2111, an OData API was provided to create an update a maintenance order
• Starting with CE 2202, an OData API is provided to read, activate or deactivate phase control codes on order header or operation.

Define Approval Settings for Maintenance Orders

Allows you to define a combination of maintenance order type and planning plant for approval of maintenance orders.

In this configuration step, you can define if approval is required for a combination of maintenance order type and planning plant. This allows you to release a maintenance order after approval or without approval depending on your requirement.

This is an Optional configuration activity

The flexible workflow allows you to use either the automatic one-step or even, multi-step approval. You can use the App Manage Workflows for Maintenance Orders to define start conditions such as the planning plant, planner group, activity type, or the order type of the maintenance order. This app also provides several options for determining the Approver, such as the approval by the manager, or approval by the responsible cost center. Alternatively, you can enter a specific user as the Approver.

If you have defined several workflows, the start conditions are checked in the order you have defined in the App Manage Workflows for Maintenance Orders . As soon as the start conditions for a workflow are met, this workflow is used. This ensures that only one workflow in the list of your defined workflows is started, even if several workflows have matching start conditions.

Define Assignment Rules for Procurement Milestones

Define custom rules for monitoring procurement milestones and change the default warning period for the milestone due date.

In this activity, you can change the default settings that determine how the system monitors procurement milestones in the relevant SAP Fiori apps for Maintenance Management:

• You can define custom rules to determine which procurement milestones are monitored for a combination of maintenance order type, procurement demand category, maintenance plant, maintenance planning plant, and material group
• You can change the default warning period for the milestone due date. The warning period specifies the time period between the date on which a milestone becomes due and the date on which the system starts to display the procurement status as a warning. By default, the warning period is two days before the milestone due date

Standard Settings

By default, the table in this activity is empty and the system is pre-configured to monitor the following procurement milestones for all maintenance order types, maintenance planning plants, maintenance plants, and material groups:

Milestone Monitoring

This is an Optional activity

Work Pack Configuration

A work pack consists of a list of job packs in which the system can output together and the work order operations (jobs) belonging to the corresponding job packs. Work packs allow you to include multiple output types and leverage support for print and email channels for the output. When you create a work pack, you can select the work pack type and grouping criteria for the work pack and decide whether you want to include operations that are already included in other work pack

Define Grouping Criteria for Work Packs

Create grouping criteria for work packs and work pack items for the purposes of work pack output management.

To create new grouping criteria:

• Choose New Entries
• Enter the ID (four alphanumeric symbols) and the name of the new grouping criteria
• In the tab Work Pack Grouping Attributes, choose the attribute of the new criteria from the list available in the value help.
• After you create a grouping criteria in this step, you can assign this grouping criteria to the work pack type in the relevant configuration step Assign Grouping Criteria to Work Pack Type.

Assign Grouping Criteria to Work Pack Type

In this step, you can choose and assign grouping criteria for work pack types.

You can assign more than one grouping criteria per work pack type. You can select from the predefined list or create  new grouping criteria in the relevant configuration step Define Grouping Criteria for Work Packs.

• output Immediately: Select this option to configure only a single combination of work pack type and grouping criteria.
• Default Grouping Criteria: Select this option to make one of the available grouping criteria as a default.
• Include Operation: Select this option to include work pack operations that are part of other work packs in the new work pack.

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on ‎06-01-2007 2:53 PM

• SAP Managed Tags:
• MM (Materials Management) Software Product Function

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• Improvements to manage treasury position in SAP Treasury and Risk Management in Enterprise Resource Planning Blogs by SAP yesterday
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• Employee synch to Business Partner in Enterprise Resource Planning Q&A Thursday
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Re: How to fetch the production order status via A...

How to fetch the production order status via api, side effects - on delete, re: [byd] creation of project stock orders through..., [byd] creation of project stock orders through web....

Account Assignment Categories and Document Types for PR in SAP

How to assign categories and document types for purchase requisition.

The following training tutorials guide how to assign account categories and document types for PR. You can assign categories and document types for PR by using one of the following navigation methods.

• SAP IMG Path : – Project system >> material >> procurement >> Account Assignment Categories and Document Types for Purchase Requisitions
• Transaction code: – OPS8

Refer below step by step procedure to assign account assignment categories to document types for purchase requisition in SAP.

Step 1: – Enter transaction code “OPS8” in the SAP command field and press enter key.

Step 2: – On material flow in the network overview screen, click on new entries to assign categories and document types

Step 3: – On new entries of the Account assignment screen, update the following fields.

• Procurement: – Update the three digits alpha-numeric id that identifies the procurement indicator and updates the descriptive text.
• Priorities: – Priorities control various stock types, for example, you can set priority project to 1, priority plant to 2, and priority sales to 3.
• Control data: – Control data control the purchase requisition network, third-party material is delivered to customers, and preliminary purchase requisitions.
• Default item category: – Update the default item category for the item category MRP (Material Requirement Planning)

After maintaining the required details Account Assignment Categories and Document Types for PR Click on the save button to save the configured data.

Continue to read SAP PS Tutorial with real-time scenarios.

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Purchase Order Document Type and Account Assignment

on ‎10-30-2008 1:24 PM

• SAP Managed Tags:
• MM (Materials Management) Software Product Function

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• Save large volume of PO's in PDF form in Enterprise Resource Planning Q&A Monday
• Purchase Requisition(ME51N) Screen Enhancement in Enterprise Resource Planning Q&A Friday
• Enterprise Portfolio and Project Management in SAP S/4HANA Cloud, Private Edition 2023 FPS1 in Enterprise Resource Planning Blogs by SAP Thursday
• Return to vendor for account assignment types C, K and F in Enterprise Resource Planning Q&A a week ago
• FAQ: S/4HANA Cloud, public edition - Sales in Enterprise Resource Planning Blogs by SAP 2 weeks ago

Re: How to fetch the production order status via A...

How to fetch the production order status via api, side effects - on delete, re: [byd] creation of project stock orders through..., [byd] creation of project stock orders through web....