Create Vendor Master Data (XK01)

Create Vendor Master Data (XK01)

Purpose: - Method to create Vendor master data.

Prerequisites: - Information provided by vendor via the Vendor Registration Application (either online or paper). Accounts Payable Related Defaults

Menu Path: - Select Logistics> Materials Management> Purchasing> Master Data> Vendor > Central> Create Vendor.

Transaction Code: - XK01

Helpful Hints:-Purchasing vendor numbers are internally assigned and XKN1 is the TCODE for this

Procedure:-

1.       Start the transaction using the menu path or transaction code.

2.        As above screen we have to enter some required fields like:

Vendor No, Company Code, Purchasing Organization, & Account Group. In reference we can give vendor no which already exists in master data as reference.

3.       Click ok.

4.       In this step we have to enter Address and some of the required fields as per business process.

This is continuing as previous screen after scrolling down.

5.       We have to enter Email ID of the Sales representative but this is optional entry.

6.       Click Next Screen.

7.       As required, Please fill required fields and optional fields as u wish. 

8.       Click Next.

Do not enter information on this screen. A/P will enter information during the invoice process if needed. A/P uses the Permitted payee button to associate remit-to address records.

9.       Click Next.

10.     Click Next.

11.     As required, Please fill the fields: Recon. Account, Sort Key, Withholding Tax, Recipient Type as these are required for Accounting purpose. 

12.     Click Next.

13.     As required, fill Payment Terms, Credit memo, Tolerance group etc. 

14.     Select  Tick in chk double inv.

15.     Fill the following fields: Payment Methods, House Bank, etc. 

16.     Click Next.

17.     Please fill fields like Currency, terms of payment etc as in screen. 

18.     Select Environment-> Classification to go to the Create Vendor: Classification screen.

19.     you have to fill class of vendor: Element of classification system used to organize objects; Objects of the same class share similar attributes. Programs, reports, organizational structures, etc. can be assigned to classes. 

20.     Click ok.

21.     In the right of Material Group Please Click in value field.

22.     press F4 to go to the Material Group window.

23.     Click on left side of the appropriate Material Group.

24.     Click ok.

25.     Click ok.

26.     Click in the Value field to the right of Disadvantaged Business.

27.     Click  F4 to explore the options for business enterprise.

28.     Select to the left of the Disadvantaged Business Enterprise (DBE) code.

29.     Click ok.

30.     Click ok.

31.     Click back.

32.     Click Save.

The system displays the message at below, "Vendor XXXX has been created for company code XX purchasing organization XX."

33.     Click back until you return to the SAP Easy Access screen.

34.     You have completed this transaction.

Result: - You have created a vendor master data for business.

Create Material Master Record (MM01)

Steps to Create Material Master Record (MM01)

Purpose: - Use this procedure to manually create a Material Master Record for any business segment.

Requirement: - Material type, Industry Sector

Menu Path: - Logistics > Materials Management > Material Master > Material > Create (General) > MM01 immidiately.

Transaction Code: - MM01

Note: - In this release we are taking as SAP Standard. We can change fields as we requires. Master Records consist of the basic information on the Business Contract.

Steps to Create Material

1.       Execute the transaction using the menu path or transaction code.

2.            You have to fill all required fields and you will find some optional fields also:

Material (Required): - item that can be used for purchasing or sales for commercial use, or may be used, consumed, etc; this may be a service; Also, a number identifying a material master data. If we want to maintain our self or can be created by the system

Industry sector (Required): - This is type of industry in which we can use this material.

Material Type (Required): - This is field that assigns the material to a group of materials like raw materials, finished products, or Semi Finished etc.

Material (Copy from an existing material master record Optional): - If we want to create material just same as we have in material master data so this is used for coping that material and their features to new material to be created.

3.       Click ok.

4.       Click Select all or you can select according to your requirements.

5.       Click ok.

6.                 Fill the plant which is required:

Plant (Required field): - plant is the manufacturing unit where this material is produced.

7.       Click ok.

8.       Fill the fields as required and optional:

Material: - Enter Description for the material like name and use.

Base Unit of Measure: - Unit of measure is just for managing that material in stock. It can be of many types like EA for Each, KG (Kilo Grams)

Material Group: - this is the group of material with same features. Like pipe.

Languages Maintained: - Languages can be maintained in system

9.       Click ok and go to Purchasing Tab.

10.       As required, complete the following fields:

Purchasing Group: - This is used for identifying Purchaser or group of purchaser.

Purchasing value key: - Key defining intervals of reminders used to notify the vendor for not sending the material on-time.

Purchasing value key determines the following things:

1) Reminders keys- There are 3 keys which determine in how many days before or after the vendor has to be reminded or urging letters for the material procurement.

2) Deliveries tolerances.

3) Whether PO requires acknowledgment or not.

11.     Click ok.

The system displays the message, "Check the data for the purchasing value key."

12.     Click ok or just press enter.

13.     As required, complete the following field:

Purchase order text: - Enter text for a material which will appear on a business Contract Release Order

14.     Click Save.

At last you can get message like, "Material XXXX created."

15.     Click back until you return to the SAP Easy Access screen.

16.     Now you have created a new material for business.

In this TCODE we are able to maintain accounting and other data also. For this we have to select these fields at step no 3.

Result: - You have created a Material. This is called as material Master Data/Record.

Mass Change (CNMASS)

Steps to Mass Change (CNMASS)

Purpose: - If you want to change a large amount of master data simultaneously than this is recommended.

Requirement:- Master data must be in the system.

Menu Path: - Accounting >Project System >Basic Data >Tools >Mass Change >Mass Changes in the Project System screen.

Transaction Code: - CNMASS

Note: In this transaction we don’t have any undo function. Save the log that displays the changes to the master data for future reference in case the mass change has to be reversed.

Procedure:

1. Start the transaction using the menu path or transaction code.

Enter profile

2. Enter Database Profile and Click ok.

3. Click Dynamic Selections (Button after execute).

4. Click Master date WBS element to choose additional criteria for search.

5. Click one of the fields which you want to change. In this we are taking Applicant No.

6. Click triangle button right below execute button.

7. Enter Applicant No:

8. Click “Enter field values for mass change” button at bottom of the above screen.

9. Click the WBS Elements tab.

Select fields from right hand side list

10. Click to the left of the appropriate field.

11. Click triangle to send the selected field right side as selected field.

12. Click ok.

13. Enter new value Click Ok.

14. Click test button (left to transfer button) to test changes before actually saving them.

If all left side indicator is green means No error. 

15. Click Ok.

 

16. Click Execute.

 

17. Click Ok.

 

18. Click Ok.

Below screen appear for result.

 

19. Click Back.

20. Click yes.

21. Click cancel.

22. Click back until you return to the SAP Easy Access screen.

23. You have completed this transaction.

Result: Using above TCODE you can change a field in several projects simultaneously. You have executed a mass change of WBS element master data. In this example, an Applicant no. was changed on several WBS elements.