Section 3 of 10

Purchase Order Processing

The structure of a purchase order, what the account assignment category decides, converting requisitions, and release strategies as approval control.

Open contents

The purchase order is the formal order to a vendor. What it says becomes the reference for receiving and invoice verification, which makes it the central document in MM.

Structure

LevelWhat it holds
HeaderVendor, order date, payment terms, currency, purchasing organisation and group
ItemMaterial, quantity, price, receiving plant, account assignment, item category
Delivery scheduleQuantity per delivery date, supporting split deliveries

Account assignment category

The account assignment category decides who bears the cost of what is bought.

Common account assignment categories
CodeMeaningAccounting at receipt
(blank)Stock itemPosted to inventory
KCost centreExpensed on receipt; never becomes stock
FOrderCharged to an internal or production order
PProject (WBS)Charged to a WBS element
AAssetCapitalised to a fixed asset
CSales orderHeld as sales order stock

Item category

CodeMeaningCharacteristic
(blank)StandardOrdinary purchasing
LSubcontractingComponents supplied to a vendor for processing
KConsignmentVendor-owned stock held on site; liability arises on consumption
UStock transferMovement between own locations
DServiceCarries service lines confirmed by entry sheets
BLimitOnly a value ceiling is agreed, consumed by actuals

From requisition to order

A purchase requisition is an internal request, entered by the business or generated by MRP.

  • Create the order manually with reference in ME21N
  • Assign a source with ME57 or ME58 and then convert
  • Convert in bulk automatically with ME59N, which requires the auto-PO settings

Automatic conversion needs three things: the auto-PO flag on the material master purchasing view, the same flag on the vendor master, and a purchasing info record carrying a price. With all three, requisition to order runs unattended.

Release strategies

Requiring approval above a value threshold is implemented as a release strategy, available for both requisitions and orders.

Components of a release strategy
ElementRole
Release groupGroups strategies together
Release strategyThe approval pattern โ€” which codes, in how many steps
Release codeRepresents an approver
Characteristics and classThe conditions that select a strategy โ€” value, purchasing group, material group
Release indicatorControls whether the order can be printed before approval

A design such as "below one million yen, one approval; above, two" is straightforward. Until release is complete, the order is not sent to the vendor.

Sending the order

How the order reaches the vendor is governed by message control, supporting print, fax, email and EDI per vendor and purchasing organisation.

Output determination also uses the condition technique, with access sequences and condition records exactly as in SD pricing.

๐Ÿ“– Unfamiliar term? Look it up in the SAP glossary.

Check your understanding

Test what you just read.

Quiz 1

Which transaction is used to create a Purchase Order?

Quiz 2

Release Strategy is used to automate the PO approval process.

Quiz 3

Which transaction automatically converts Purchase Requisitions into Purchase Orders?

Quiz 4

ME22N is used to change an existing Purchase Order.

Quiz 5

Which Item Category is used for consignment purchasing?

Quiz 6

Arrange the purchasing process in the correct order.

Click items in the correct order