Release procedure/strategy for purchase order

You can set many different level of release strategy for PO and using tcode ME29N to release PO.

Please follow the below steps on how to set up the release strategy.

Assign plant to company code

If you want to assign plant to company code, please use tcode OX18 and follow the below step.

Create Customer-Material Information

You can use tcode VD51 to create customer material info record and the customer material data will be populated in sales order.

Tcode: VD51

Tcode: VA03

Assign sales order type to sales area

You can assign sales order type to sales area using tcode OVAZ.

Please follow the below screen to do it.

Set movement type for SAP

You may create new movement type in tcode: OMJJ .

Set messages for PO creation

You can set certain message as either warning or error during PO creation based on your requirement. You may follow my below screen for some steps.

Go to tcode SPRO.

Select your message and you can set it either warning or error.

Create item catergory for PO

You can make certain control on item category for PO like good receipt, invoice receipt and so on to control the process of PO.

Please follow the below steps to do it:

Changing of old material number in MM02

You can go to tcode: MM02 and change the old material number as below:

Veiw customer material list

If you would want to view customer material information, go to tcode: VD59 to view it.

Set fix vendor for PR or PO creation

You need to maintain source list if you want to set fix vendor when during PR or PO creation. Go to tcode ME01 and maintain the source list for the material. You can have multiple vendor list but you only can have 1 fix vendor.

Copy number range for FI from previous period to current period

You will need to every year to copy the number range for FI from previous period to current period using tcode :OBH2 so that you will not getting any error while doing posting.

Setting unit of issue for a material

You may go to tcode: MM02 to change the unit of issue for a material.

Assign condition type to pricing procedure

If you want to assign the condition type to a pricing procedure, kindly follow the below print screen to do it.

Double click on 'Maintain pricing procedure'.

Select the correct pricing procedure.

Assign the new condition type into the pricing procedure.

Create GL account

Go to tcode: FS00 if you want to create new GL account and assign it to a company code.

Set shipping point for plant

If you want to assign shipping point to plant, kindly go to tcode OVXC and assign it in the below screen.

Set mandatory fields for ME21N screen.

When there is a requirement that you need to set certain fields as mandatory inside the PO, you may follow below screen to do it.

Choose ME21N to set the field that you want to make it as mandatory.

For a item in the PO to be fully delivered

You can set the item in the PO to be fully delivered if you only partially on the good receive. Go to tcode: ME22N and tick the delivery complete as below to enforce it.

Set Billing Block for item category

If you want to set billing block for certain material, it is best that you use item category to control it. Go to tcode: VOV7 and set the below setting in your item category.

Set posting period for MM

If you want to open a new posting period, kindly use tcode: MMPV and follow the below steps:

Input the below detail and most importantly input the right period that you wanted to open.

If you see the below message meaning you had successfully open the period.

If you want to know how to check the period is confirm open or not, kindly go to this link http://rukawaw-tb.blogspot.com/2010/08/check-posting-period-for-mm.html

Check posting period for MM

If you want to check the latest current posting period for MM in the system, go to tcode: MMRV and follow the below steps:

Input the correct company code that you wanted to check.

The printscreen above show that current period is 04-2010 and previous period is 03-2010, very obvious.

The tick on allow posting to previous period meaning that you able to do posting for both 04-2010 and 03-2010

If you want to open posting period for MM, kindly follow this link http://rukawaw-tb.blogspot.com/2010/08/set-posting-period-for-mm.html

Set UOM for sales order

You need set it in tcode: MM02 for the default UOM to use in sales order. Please refer print screen below:

Assigning sales item category to sales order type

If you want to assign sales item category to sales order type, kindly go to tcode: VOV8 and assign it based on below setting.

If you want to know how to create sales item category, kindly refer to http://rukawaw-tb.blogspot.com/2010/08/creating-sales-item-category.html

Creating Sales Item Category

If you want to create new sales order item category, go to tcode: VOV7 and follow the below steps:

Create new item category as below:

Make necessary setting in the below screen:

If you want to know how to create sales item category, kindly refer to http://rukawaw-tb.blogspot.com/2010/08/creating-sales-item-category.html

Set field as mandatory in MIRO screen

There is 2 ways you can search to set the fields as mandatory in MIRO screen.

Firstly, you can try to set it follow the below screen:

Select the correct field status group and double click on it.

How to check which field status group that you wanted to check? Go to tcode FS00 and put in the GL account and check as below:

Change the field as mandatory or not from this place.

Or using 2nd way which you use tcode: OBA7 and based on FI document type to set it.

Let say I set reference field as mandatory as below:

See the result during MIRO time and you will see the reference field is already mandatory.