教程講稿sap培訓(xùn)全ibm outline agreements

1、Purchasing - Outline Agreements | 8/31/2022 1MM310 - PurchasingChapter 6 - Outline AgreementsAn outline agreement represents a long-term agreement with a vendor to provide a material or service at a certain price.Objectives:Understand how to create and manage an outline agreementUnderstand the diffe

2、rence between Contracts and Scheduling AgreementsUnderstand that contracts supported by SAP can be for quantity or value.Purchasing - Outline Agreements | 8/31/2022 2ReleaseOrderDeliveryScheduleQty.Contract Total:SchedulingAgreementValueContract Total:Outline AgreementsPurchasing - Outline Agreement

3、s | 8/31/2022 3AdditionalDataTextsAccount AssignmentPricingConditionsChangesRelease OrderDocumentationOverviewHeaderOrganisation of Outline AgreementsPurchasing - Outline Agreements | 8/31/2022 4CreateVendor/One-TimeVendorPurchasingInfo RecPriceConditions PurchaseRequisitionRFQReferenceContractContr

4、actReleaseOrderStocks12345678910111213141516171819202122232425262728293031March 2000Processing ContractsPurchasing - Outline Agreements | 8/31/2022 5Item Category Standard ItemKConsignmentMMaterial UnknownWMaterial GroupAccount Assignment= Mandatory when material Consumable= Optional when material S

5、tocked= Not Allowed when ConsignmentContractItem Category in ContractPurchasing - Outline Agreements | 8/31/2022 6Release OrderUnknownUXAll Auxiliary Account AssignmentAccount Assignment CategoryAAssetCSales OrderKCost CentreCreate ContractAssetSales OrderCost CentreAll Auxiliary Account AssignmentA

6、CKXUUnknownAccount Assignment CategoryAccount Assignment Category “U”: Unknown Account AssignmentPurchasing - Outline Agreements | 8/31/2022 7ContractRelease Order Qty DatePurchasingDataCopiedOpen Target“Qty”Release OrdersPurchasing - Outline Agreements | 8/31/2022 8ContractPurchaseOrganisation CENT

7、Plant Purchase OrderPurch. Org. STPO Plant MONT Purchase OrderPurch. Org. STPO Plant TUXT Purchase OrderPurch. Org. CEPO Plant MEXTCentrally Agreed ContractPurchasing - Outline Agreements | 8/31/2022 9SchedulingAgreementRequestReferenceRFQReferenceSchedulingAgreementVendorOne-Time VendorHistory Deli

8、verySchedule1/303/305/30VendorSchedulingAgreementProcessing Scheduling AgreementsPurchasing - Outline Agreements | 8/31/2022 10Advantages of Scheduling agreementsStreamlines paperworkPromotes low inventories and allows for just-in-time deliveriesShortens vendor lead times because the vendor can plan

9、 for the deliveryCombine the advantages of procurement using scheduling agreements with those of procurement via contractsCreate delivery schedules for Just-In-Time delivery and take advantage of the terms and conditions on the contracts.Purchasing - Outline Agreements | 8/31/2022 11SchedulingAgreem

10、entDelv. Schd.Delv. Schd.Forecast del.Sched.JIT del. Sched.LPLPARelease documentationRelease documentationTypes of Scheduling AgreementsPurchasing - Outline Agreements | 8/31/2022 12Scheduling agreement: Referencing a contractStatisticsDeliveryscheduleContractScheduling agreementRelease order docume

11、ntation forcontractpctPurchasing - Outline Agreements | 8/31/2022 13Influencing data for scheduling agreement releasesScheduling agreementHeader : Document type Vendor PlantItem 10: Material JIT indicator Creation profileCustomizing:- Indicator Scheduling agreement release documentationPlant specifi

12、c:Material master:JIT schedule indicator1Customizing:- Creation periodicity of releases- Aggregation of del. schedulesMONTLPA20001ZMT1ZMT1Creation profileV-SA00Purchasing - Outline Agreements | 8/31/2022 14 Delivery ScheduleItem #Quantity1- DateTimeQuantity2- DateTimeQuantity3- DateTimeQuantitySched

13、uling AgreementCreate with Referenceto Purchase RequisitionFirm ZoneTrade-Off ZonePlanning ZoneTime ZoneDelivery SchedulePurchasing - Outline Agreements | 8/31/2022 15JIT Delivery SchedulePurchasing - Outline Agreements | 8/31/2022 16Aggregation by date of release creation profiletimeweek nweek n+1w

14、eek n+2week n+3SchedulingagreementItem 10:Creation profile 0001Customizing:Aggregation horizons in workdaysForecast delivery schedule: No aggregation Daily aggregation Weekly aggregation0 - 23 - 1011 - 20JIT delivery schedule: No aggregation Daily aggregation0 - 23 - 5Mo Tu We Th Fr Sa SuMo Tu We Th

15、 Fr Sa SuMo Tu We Th Fr Sa SuMo Tu We Th Fr Sa SuJITdeliveryscheduleDeliveryscheduleForecastdeliveryschedulequantitytodayPurchasing - Outline Agreements | 8/31/2022 17Tolerance limits for scheduling agreement itemsCreate releaseScheduling agreementChangedelivery scheduleCheck toleranceCustomizing:Cr

16、eation profile 0001Agreement type: LPACreation profile: 0001Tolerance:Upper tol. LimitLower tol. limitOld quantity: 50New quantity: 100Tolerance limitsexceededSchedulingagreementreleasePurchasing - Outline Agreements | 8/31/2022 18SchedulingAgreement_SourceListDelivery ScheduleDate Time Qty.Date Tim

17、e Qty.Materials requirementsplanningAutomatic Generation of Schedule LinesPurchasing - Outline Agreements | 8/31/2022 19Summary of changes for outline agreementsUp to Release 4.6B the following functions are available in Scheduling Agreements:Scheduling agreements can reference centrally agreed-upon

18、 contractsRelease documentation can be used with scheduling agreementsJust-In-Time delivery schedules can be used in conjunction with scheduling agreementsSchedule lines can be grouped for easier analysisAs of Release 4.6C, the following functions are available in scheduling agreements and contracts

19、:Displaying change documents for price changesPrice simulation in outline agreementsDistributes contracts that were created by Central Purchasing purposefully to decentralized purchasing organizations with the help of classificationInternet Release - Vendors can view such releases via the Internet4.

20、6CPurchasing - Outline Agreements | 8/31/2022 20MM310 - PurchasingChapter 6 - Outline Agreements: ReviewAn outline agreement represents a long-term agreement with a vendor to provide a material or service at a certain price.There are two forms of outline agreements:ContractScheduling AgreementA cont

21、ract does not contain delivery dates. The delivery information is contained in the release order (purchase order). There are two types of contracts: quantity and value.A centralised (centrally agreed) contract is a contract created for a purchasing organisation that is not assigned to a company code

22、. This way release orders for plants in different companies can be created against the contract.A vendor scheduling agreement specifies a target quantity to order over a period of time. Each scheduling agreement item has an underlying delivery schedule.Purchasing - Final Review Day 1 | 8/31/2022 21MM310 - Purchasing (Day 1)Final ReviewYou should: Know the organisational units used in the purchasing cycle.Understand the documents used in the purchasing cycle.Understand the structure of a purchase requisition and how one can be created.Explain the concept of a release procedure, how one can be