Info
Record
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Purpose
|
Purchasing
Information Records (Info records) are maintained as Master data, to get
Purchase Prices and Conditions of previous procurement.
|
Trigger
|
Info
records are created automatically while we create Purchase Order / Maintains
Quotation in the system. From Info records we can directly assign vendor and
create automatic Purchase Order.
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Prerequisites
|
Vendor
Code, Material Code, Purchasing Organization, Plant
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Menu path
|
Use
the following menu path(s) to begin this transaction:
l Logistics>Materials
Management>Purchasing>Master Data>Info Record>Create go to the Info Record initial
screen.
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Transaction Code
|
ME11
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Helpful Hints
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l Press F1 for Help
l Press F4 for getting input values
l R – Required
l C – Conditional
l
O – Optional
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Procedure
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1.1.
Access
Create Purchasing Info Record: Initial Screen by:
1.2. Create Purchasing Info Record: Initial
Screen, enter information in the fields as specified in the table below:
Then
Enter
Fill All Required (R) filled in Item view
|
Field Name
|
Description
|
Req/Opt/Con
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User Action and Values
|
Comments
|
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Vendor
|
Vendor
number
|
R
|
Enter
vendor number
|
|
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Material
|
Material
master
|
O
|
Enter
material master number if the user are creating a material based info record.
|
|
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Purchasing
org.
|
Company’s
purchasing Organization
|
O
|
Enter
Purchasing org.
|
|
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Plant
|
Plant receiving the material
|
O
|
Enter the plant that will receive
the material
|
|
|
Info record
|
Number assigned to Info record
|
C
|
Enter if external number assignment
is
enabled.
|
|
|
Info
Category
|
The
type of
|
R
|
Pick from the radio buttons
|
|
1.3. Create Purchasing Info Record: General Data,
enter information in the fields as specified in the table below:
All Required (R) filled in Item view
|
Field Name
|
Description
|
Req/ Opt/Con
|
User Action and Values
|
Comments
|
|
Info Record
|
Info record
number
|
|
This number
will be provided when the Info record is saved.
|
|
|
Short text
|
Short text
description of the material
|
C
|
Must be
entered if the material does not have a material master record
|
For
material group info record only
|
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Material
group
|
Material
group to which the material is assigned
|
C
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Must be
entered if the material does not have a material master record
|
For
material group info record only
|
|
Vendor Data
|
Section Header
|
|
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|
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Reminder
1,2,3
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Reminder
letters
|
O
|
Indicate
when letters should be sent
|
|
|
Vendor mat.
no.
|
Vendor
material number
|
O
|
Enter
vendors material number that relates to company’s material master
|
|
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Sub-range
|
Vendors sub
division of total product line
|
O
|
Enter if
available
|
|
|
VSR sort
no.
|
Sort
criteria
|
O
|
Sort in
Vendors sub-range
|
|
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Vendor mat.
group
|
Material
group at the vendor to which the material belongs
|
O
|
Enter or
leave blank
|
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Points
|
Vendor
points
|
O
|
Points
awarded by vendor depending on pricing conditions and discounts
|
|
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Salesperson
|
Vendor
contact
|
O
|
Defaults
from vendor master
|
|
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Telephone
|
Vendors
telephone number
|
O
|
Defaults
from vendor master
|
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Return
Agreement
|
Two-character
key, indicating whether a return agreement has been concluded with this
vendor
|
O
|
Enter key
or leave blank
|
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|
Prior
vendor
|
Key that
uniquely identifies the prior vendor
|
O
|
Enter prior
vendor or leave blank
|
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Order Unit (Purchasing)
|
Section Header
|
|
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Order unit
|
Unit of
measure in which the material is ordered
|
R
|
Defaults to
base unit of measure.
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Equal to
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Denominator
|
O
|
Conversion
to base unit of measure
|
Will only
show for material based info records
|
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Var. order
unit
|
Qty ordered
at a time
|
O
|
Defaults
from material master
|
Will only
show for material based info records
|
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Origin Data
|
Section Header
|
|
|
|
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Certificate
Cat.
|
Certificate
category
|
C
|
Category of
certificates used
|
|
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Certificate
|
Number of
certificate issued
|
C
|
Number
issued by Vendor
|
|
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Valid to
|
Date until
which the certificate of origin is valid
|
O
|
Enter or
leave blank
|
|
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Ctry. of
origin
|
Country of
origin
|
O
|
Defaults
from vendor master
|
|
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Region
|
District
|
O
|
Defaults
from vendor master
|
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Number
|
Classifying
number
|
O
|
Enter or
leave blank
|
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Manufacturer
|
Name of
manufacturer of material, shown as import data in
|
O
|
Enter or
leave blank
|
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Supply Option
|
Section Header
|
|
|
|
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Avail. from
|
Vendor can
supply material from date
|
O
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Enter Date
|
|
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Available
until
|
Vendor can
supply material to Date
|
O
|
Enter date
|
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Regular
Vendor
|
Regular
vendor
|
O
|
Leave blank
- if the user’s turn indicator Button on, it identifies this vendor as the
sole source of this material at client level.
|
|
1.4. Create Purchasing Info Record: Purch.
Organization Data 1 & 2, enter information in the fields as specified in
the table below:
Then
Enter
Enter
Fill All Required (R) filled in Item view
|
Field Name
|
Description
|
Req/Opt/ Con
|
User Action and Values
|
Comments
|
|
Purchasing
Organization Data 1
|
|
|
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Will only
show for purch. org. based info. records
|
|
Control
|
Section Header
|
|
|
|
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Plnd dely
time
|
No of days
it takes vendor to deliver material
|
R
|
Enter lead
time
|
|
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Purch.
group
|
Group
responsible for purchasing the material for the receiving plant
|
R
|
Is proposed
from the material master if the plant is specified on the initial screen
|
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Standard
qty.
|
Quantity of
material that is usually ordered from this vendor
|
R
|
Enter
quantity, e.g., 100 PC
|
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Minimum
quantity
|
Vendors
minimum quantity
|
O
|
Vendor will
not sell less than this minimum
|
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Rem. shelf
life
|
Enter if
shelf life on item
|
O
|
Enter shelf
life days
|
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Shipping
instr.
|
Key
denoting the packaging and shipping instructions issued to the vendor
|
O
|
Select the
appropriate shipping instructions or leave blank
|
|
|
Maximum
Qty.
|
Maximum
Quantity
|
O/C
|
Enter or
Leave Blank
|
Will only
show for material based info records
|
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Overdeliv.
tol.
|
Over
delivery tolerance
|
O
|
Default
from material master
|
|
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Underdel.
Tol.
|
Under
delivery tolerance
|
O
|
Default
from material master
|
|
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No mat.txt
|
Flag that
indicates whether the text in the Info record is to be used instead of the
text in the material master record
|
O
|
Set this
flag to use the text in the Info record instead of the text in the Material
master
|
|
|
Akn.reqd.
|
Flag that
indicates whether the receipt of a purchasing document is to be acknowledged
by the vendor
|
O
|
Set this
flag if the user want the vendor to acknowledge receipt of the purchasing
document
|
|
|
ConfContrK
|
Confirmation
control key. Determines which
confirmation categories are expected
|
O
|
Select the
appropriate confirmation category
|
|
|
Tax code
|
Category of
item reporting to government tax department
|
O
|
Includes
federal, state, municipal tax etc.
|
|
|
Unlimited
indicator
|
indicates
unlimited over delivery can be accepted on this item
|
O
|
default
from material master
|
|
|
GR-based IV
|
Indicator
that provision has been made for GR-based invoice verification
|
O
|
Select for
GR-based invoice verification
|
|
|
No ERS
|
Indicator
that ERS is not possible
|
O
|
Set or
leave blank
|
|
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Exp/imp
proced.
|
Identifies
an export/import procedure
|
O
|
Select the
appropriate procedure or leave blank
|
|
|
Rounding
Profile
|
Method of
rounding quantity
|
O/C
|
Enter or
Leave Blank
|
Will only
show for material based info records
|
|
Unit Group
|
Key used to
group several units of measure
|
O/C
|
Enter or
Leave Blank
|
Will only
show for material based info records
|
|
Conditions
|
Section Header
|
|
|
|
|
Net price
|
Net price
of material
|
O
|
Enter price
of material
|
See tips
and tricks
|
|
Valid to
|
Time until
which the current price is valid
|
O
|
Enter or
Leave Blank
|
|
|
No cash
disc.
|
Discounts
disallowed
|
O
|
Indicator
button on if applicable
|
|
|
Effective
Price
|
The
effective price for the material taking into account all conditions
|
O
|
Determined
automatically by the system
|
|
|
Qty.
conversion
|
Denominator
of order price to order quantity
|
R
|
Enter
denominator for conversion
|
|
|
Condition
group
|
Condition
group to which the material belongs with the vendor
|
O
|
Enter or
leave blank
|
|
|
Price
control
|
Price
control
|
O
|
Indicator
button on if applicable
|
|
|
Incoterms
|
transfer of
ownership of material
|
O
|
defaults
from vendor master
|
|
|
Purchasing
Organization Data 2
|
|
|
|
Will only
show for purch. org. based info. records
|
|
|
|
|
|
|
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Quotation
|
Quotation
number
|
O
|
Enter if in
reference to a quotation
|
|
|
Quotation
from
|
Quotation
date
|
O
|
Enter
Quotation date
|
|
1.5. Create Purchasing Info Record: Text
Overview, enter information in the fields as specified in the table below:
|
Field Name
|
Description
|
Req/Opt/ Con
|
User Action and Values
|
Comments
|
|
Info record
note
|
Extra notes
or information
|
O
|
Select and
enter note to appear on Info record
|
|
|
Purchase
order text
|
Purchase
order text
|
O
|
Select and
enter text to appear on
|
|
1.6 Click
on the save folder or hit Control + S to produce a number.
|
Result
|
Info Records Maintained having no.
xxxxxxxxxx
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