What is the transaction code to display current a material

Introduction

General Notes and Information It is strongly recommended that you read through the entire exercise prior to starting. Not all instructions

can be provided in a linear manner.

The following symbols are used to indicate important information as described below:

An arrow highlights an important instruction that must not be overlooked.

A text box prompts you to type-in an important piece of information.

Each student or group will be assigned a unique three digit identifier. This identifier is used in all

exercises to uniquely identify your data. Whenever you see ### in these exercises, replace it with your

identifier.

Always work with your data – your vendor, your materials, your general ledger accounts, etc.

Business Process Overview The procurement process allows GBI to acquire or purchase material from a vendor. This process can

be used to purchase trading goods as well as raw material.

In this exercise you will review the master data relevant to purchasing.

Chapter 04: The Procurement Process

Exercise 04-01: Review Procurement Master Data

Single Company Code

Rev: 08/25/2010

Name(s):

Course & Selection:

Identifier:

Client:

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Chapter 04

Exercise 04-02

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Chapter 04: The Procurement Process

Exercise 04-01

Chapter 04: Procurement Process

Exercise 04-02: Basic Procurement Process

Single Company Code

Exercise Prerequisites None

Exercise Workflow

Exercise Deliverables Deliverables are consolidated into one answer sheet at the end of this exercise. For this exercise

you will need the following deliverables.

In the System:

 None

On the answer sheet:

 Answers to the Questions

 Fill out answer sheet and submit to your instructor

You may be assigned additional deliverables. Be sure to check with your instructor!

Review material

master

Review vendor

master

Review material

inventory

Review account

balance

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Chapter 04

Exercise 04-02

Page 3 of 13

Chapter 04: The Procurement Process

Exercise 04-01

Chapter 04: Procurement Process

Exercise 04-02: Basic Procurement Process

Single Company Code

Step 1: Review Material Master

Step 1.1: Navigate to the transaction to display material master:

Q1: What is the transaction code to display (current) a material: ---------------

Q2: What is the transaction code to create (general) a material: ----------------

Q3: What is the transaction code to change (immediately) a material: ---------

Step 1.2: In the “Display Material (Initial Screen)” enter the following information:

Field Name Data Entry

Material Code for your ELBOW PADS

In order to search for your Elbow Pads, click on the search box next to the text field. In

the search window, enter *### in the Material field. This will bring up all of your materials.

(ENTER)

Step 1.3: In the “Select View(s)” window highlight the following options:

Basic Data 1

Purchasing

Accounting 1

The first time you go through the above step, click on the Default Setting icon

on the dialog box. This will save these selections as defaults so that they will automatically be

selected the next time through. In subsequent iterations of this step, just click ENTER

Review

material

master

Review vendor

master

Review

material

inventory

Review account

balance

Navigation

Logistics  Materials Management  Material Master  Material  Display Display

Current

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Chapter 04

Exercise 04-02

Page 4 of 13

Chapter 04: The Procurement Process

Exercise 04-01

Chapter 04: Procurement Process

Exercise 04-02: Basic Procurement Process

Single Company Code

(ENTER)

Step 1.4: Next, in the “Organizational Levels” window, specify the desired organization

levels.

Field Name Data Entry

Plant Code for the Miami Distribution Center

Valuation Type Leave Blank

The first time you go through the above step, click on the Default Setting icon

on the dialog box. This will save these selections as defaults so that they will automatically be

selected the next time through. In subsequent iterations of this step, just click ENTER.

(ENTER)

You are now in the “Display Material EPAD1### (Trading Goods)” screen.

Step 1.5: Using the information in the material master, fill in the Table 1. You will have to

navigate between tabs in order to find all the information. Once you are done

with your elbow pads, exit from the Display Material screen and repeat the steps

for the four materials listed below and complete the following table. Each row in

the table is for one material:

Your Road Helmet

Your Repair Kit

Your Off Road Helmet

Your Knee Pad

You can use the navigation arrows in the upper-right to find all of the views. The simplest

way to access each selected view it to press enter- this will move you through each of the selected

views. Be sure to look at the data in each view; scroll down as well.

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Chapter 04

Exercise 04-02

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Chapter 04: The Procurement Process

Exercise 04-01

Chapter 04: Procurement Process

Exercise 04-02: Basic Procurement Process

Single Company Code

Your

Material

Number

Base unit

Of measure

Gross

weight and

Unit of

Weight

Material

Group

Purchasing

Group

Moving

Price

Price

Control

Valuation

Class

EPAD1###

RHMT1###

RKIT1###

OHMT1###

KPAD1###

Table 1 – Material master data

Exercise Deliverables

In the system:

 None

On the answer sheet:

 Answers to the Questions

 The table with data for your materials

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Chapter 04

Exercise 04-02

Page 6 of 13

Chapter 04: The Procurement Process

Exercise 04-01

Chapter 04: Procurement Process

Exercise 04-02: Basic Procurement Process

Single Company Code

Step 2: Review Vendor Master

Step 2.1: Navigate to the transaction to display vendor master:

Q4: What is the transaction code to display a vendor:---------------------------

Q5: What is the transaction code to create a vendor:----------------------------

Q6: What is the transaction code to change a vendor:---------------------------

Step 2.2: In the “Display Vendor: Initial Screen” screen, enter the following information

Field Name Data Entry

Vendor Code for your Olympic Protective Gear

Company Code Code for the GBI US

Purchasing Organization Code for the US Purchasing Organization

To find your version of Olympic Protective Gear, click on the search box next to the text

field. ( ) In the search window, enter *### in the vendor field and press enter. This will

bring up all of your vendors.

Select the following check boxes:

Under General Data: Address

Under Company Code Data: Accounting info

Under Purchasing Organization: Purchasing data

Review

material master

Review vendor

master

Review

material

inventory

Review account

balance

Navigation

Logistics  Materials Management  Purchasing Master DataVendor Central

Display

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Chapter 04

Exercise 04-02

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Chapter 04: The Procurement Process

Exercise 04-01

Chapter 04: Procurement Process

Exercise 04-02: Basic Procurement Process

Single Company Code

(ENTER)

Step 2.3: Scroll through the different screens using the previous screen and next

screen icons at the top and answer the following questions:

Q7: What is the postal code for this vendor: -------------------------------------

Q8: What is the reconciliation account number for this vendor: ----------------

Q9: What are the payment terms: ------------------------------------------------

Q10: What is the order currency: --------------------------------------------------

Q11: What is the minimum order value: ------------------------------------------

Exercise Deliverables

In the System:

 None

On the answer sheet:

 Answers to the Questions

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Chapter 04

Exercise 04-02

Page 8 of 13

Chapter 04: The Procurement Process

Exercise 04-01

Chapter 04: Procurement Process

Exercise 04-02: Basic Procurement Process

Single Company Code

Step 3: Review Material Inventory

Step 3.1: Navigate to the transaction to display material inventory:

Q12: What is the transaction code to display a material’s inventory level: ------

Step 3.2: In the “Display Warehouse Stock of Material” screen, enter the following:

Field Name Data Entry

Material Number for your elbow pads

(EXECUTE)

Q13: How many of your elbow pads are there in the Miami plant: --------------

Exercise Deliverables

In the System:

 None

On the answer sheet:

 Answers to the Questions

Review material master

Review vendor master

Review material

inventory

Review account balance

Navigation

Logistics  Materials Management  Inventory Management Environment Stock 

Warehouse Stock

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Chapter 04

Exercise 04-02

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Chapter 04: The Procurement Process

Exercise 04-01

Chapter 04: Procurement Process

Exercise 04-02: Basic Procurement Process

Single Company Code

Step 4: Review Account Balance

Step 4.1: Navigate to the transaction to display vendor account balances:

Q14: What is the transaction code to display a vendor’s balance: ---------------

Step 4.2: In the “Vendor Balance Display” screen, enter the following:

Field Name Data Entry

Vendor Number for your Olympic Protective Gear

Company Code Code for GBI US

Fiscal Year Current Year

(EXECUTE)

Q15: What is the vendor number for your Olympic Protective Gear: ------------

Q16: What is the current account balance for your Olympic Protective

Gear: ------------------------------------------------------------------------

If you get a message “No data read for fiscal year ……” this means that there are no

transactions in the system for your vendor. Therefore the vendor balance is zero.

Review

material

master

Review

vendor

master

Review

material

inventory

Review

account

balance

Navigation

Accounting  Financial Accounting  Accounts Payable Account Display Balances

For use with Magal / Word: Integrated Business Process with ERP; Copyright ©2011 John Wiley and Sons Publishers, Inc.

Chapter 04

Exercise 04-02

Page 10 of 13

Chapter 04: The Procurement Process

Exercise 04-01

Chapter 04: Procurement Process

Exercise 04-02: Basic Procurement Process

Single Company Code

Exercise Deliverables

In the System:

 None

On the answer sheet:

 Answers to the Questions

For use with Magal / Word: Integrated Business Process with ERP; Copyright ©2011 John Wiley and Sons Publishers, Inc.

Chapter 04

Exercise 04-02

Page 11 of 13

Chapter 04: The Procurement Process

Exercise 04-01

Chapter 04: Procurement Process

Exercise 04-02: Basic Procurement Process

Single Company Code

Attachment 1: Exercise Answer Sheet

Name(s): --------------------

Course & Selection: -------

Identifier: ------------------

Client: ----------------------

For use with Magal / Word: Integrated Business Process with ERP; Copyright ©2011 John Wiley and Sons Publishers, Inc.

Chapter 04

Exercise 04-02

Page 12 of 13

Chapter 04: The Procurement Process

Exercise 04-01

Chapter 04: Procurement Process

Exercise 04-02: Basic Procurement Process

Single Company Code

Q1: What is the transaction code to display a material: -------------------------

Q2: What is the transaction code to create a material: --------------------------

Q3: What is the transaction code to change a material:-------------------------

Q4: What is the transaction code to display a vendor:---------------------------

Q5: What is the transaction code to create a vendor: ---------------------------

Q6: What is the transaction code to change a vendor: --------------------------

Q7: What is the postal code for this vendor: ------------------------------------

Q8: What is the reconciliation account number for this vendor: ----------------

Q9: What are the payment terms: ------------------------------------------------

Q10: What is the order currency: --------------------------------------------------

Q11: What is the minimum order value: -------------------------------------------

Q12: What is the transaction code to display a material’s inventory level: ------

Q13: How many of your elbow pads are there in the Miami plant: -------------

Q14: What is the transaction code to display a vendor’s balance: ---------------

Q15: What is the vendor number for your Olympic Protective Gear: -------------

Q16: What is the current account balance for your Olympic Protective

Gear: --------------------------------------------------------------------------

For use with Magal / Word: Integrated Business Process with ERP; Copyright ©2011 John Wiley and Sons Publishers, Inc.

Chapter 04

Exercise 04-02

Page 13 of 13

Chapter 04: The Procurement Process

Exercise 04-01

Chapter 04: Procurement Process

Exercise 04-02: Basic Procurement Process

Single Company Code

Your

Material

Number

Base unit

of measure

Gross

Weight and

Unit of

Weight

Material

Group

Purchasing

Group

Moving

Price

Price

Control

Valuation

Class

EPAD1###

RHMT1###

RKIT1###

OHMT1###

KPAD1###

Table 1 – Material master data

Client:
Identifier:
Course:
Name:
thisPage: 1.00000000
PrintButton1:
ResetButton1:
Button1:
Q_01:
Q_02:
Q_03:
T_1:
T_2:
T_3:
T_4:
T_5:
T_6:
T_7:
T_8:
T_9:
T_10:
T_11:
T_12:
T_13:
T_14:
T_15:
T_16:
T_17:
T_18:
T_19:
T_20:
T_21:
T_22:
T_23:
T_24:
T_25:
T_26:
T_27:
T_28:
T_29:
T_30:
T_31:
T_32:
T_33:
T_34:
T_35:
Q_04:
Q_05:
Q_06:
Q_07:
Q_08:
Q_09:
Q_10:
Q_11:
Q_12:
Q_13:
Q_14:
Q_15:
Q_16:
I_03:
I_02:
I_07:
I_06:
I_01:
I_09:
I_04:
I_08:
I_05:
I_10:
I_14:
I_13:
I_12:
I_11:
I_15:
I_16: