MM-PUR-Contract without PR

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PROJECT A-SURE 
User Training Manual 
 
 
MATERIAL MANAGEMENT 
CREATION OF OUTLINE AGREEMENT (CONTRACT) WITHOUT 
REFERENCE TO ANY DOCUMENT 
 
 
 
 
 
 
 
CUSTOMER: PTCL 
IMPLEMENTATION PARTNER: SIEMENS PAKISTAN 
 
 
 
Date: 17 November, 2007 
Author(s): Siemens Pakistan 
Name Signature Date 
 
 
   
 
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Document Number 
Document Number Document Date 
MM-PUR-0006.02 Contract without PR.doc/001 17 November, 2007 
 
 
Version History 
Version Number Version Date Summary of Changes Ref: Minutes of Review 
01 / 001 17 November, 2007 NA NA 
 
 
 
 
   
 
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TABLE OF CONTENTS 
1.  LEGEND ..................................................................................................................... 5 
2.  TRANSACTION MENU PATH ................................................................................... 6 
2.1.  REQUIRED USER INPUT ......................................................................................................... 6 
2.2.  SAP SCREEN SNAP .............................................................................................................. 6 
2.3.  DESCRIPTION ........................................................................................................................ 6 
3.  CREATE CONTRACT : INITIAL SCREEN ................................................................ 7 
3.1.  REQUIRED USER INPUT ......................................................................................................... 7 
3.2.  SAP SCREEN SNAP .............................................................................................................. 7 
3.3.  DESCRIPTION ........................................................................................................................ 8 
4.  CREATE CONTRACT : HEADER DATA .................................................................. 9 
4.1.  REQUIRED USER INPUT ......................................................................................................... 9 
4.2.  SAP SCREEN SNAP .............................................................................................................. 9 
4.3.  DESCRIPTION ...................................................................................................................... 10 
5.  CREATE CONTRACT - ITEM OVERVIEW ............................................................. 11 
5.1.  REQUIRED USER INPUT ....................................................................................................... 11 
5.2.  SAP SCREEN SNAP ............................................................................................................ 11 
5.3.  DESCRIPTION ...................................................................................................................... 11 
6.  ITEM CONDITIONS .................................................................................................. 12 
6.1.  REQUIRED USER INPUT ....................................................................................................... 12 
6.2.  SAP SCREEN SNAP ............................................................................................................ 12 
6.3.  DESCRIPTION ...................................................................................................................... 12 
7.  DISCOUNT CONDITION AT ITEM .......................................................................... 13 
7.1.  REQUIRED USER INPUT ....................................................................................................... 13 
7.2.  SAP SCREEN SNAP ............................................................................................................ 13 
7.3.  DESCRIPTION ...................................................................................................................... 13 
   
 
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8.  BACK TO ITEM OVERVIEW ................................................................................... 14 
8.1.  REQUIRED USER INPUT ....................................................................................................... 14 
8.2.  SAP SCREEN SNAP ............................................................................................................ 14 
8.3.  DESCRIPTION ...................................................................................................................... 14 
9.  SAVE DOCUMENT .................................................................................................. 15 
9.1.  REQUIRED USER INPUT ....................................................................................................... 15 
9.2.  SAP SCREEN SNAP ............................................................................................................ 15 
9.3.  DESCRIPTION ...................................................................................................................... 15 
10.  CONFIRM SAVE .................................................................................................... 16 
10.1.  REQUIRED USER INPUT ..................................................................................................... 16 
10.2.  SAP SCREEN SNAP .......................................................................................................... 16 
10.3.  DESCRIPTION .................................................................................................................... 16 
 
 
   
 
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1. Legend 
 
 
ICONS EXPLANATION 
 Create (F5) 
 Change (F6) 
 Display (F7) 
 Copy (Shift+F9) 
 Delimit (Shift+F1) 
 Delete (Shift+F2) 
 Overview (Shift+F8) 
 Cancel (F12) 
 Save (Ctrl+S) 
 Back (F3) 
 Exit (Shift+F3) 
 Cancel screen (F12) 
EXAMPLES EXPLANATION 
 
The field is mandatory - it must be filled in order to proceed 
   
 
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2. Transaction Menu Path 
2.1. Required User Input 
Access trnasaction ME31K 
 
2.2. SAP Screen Snap 
 
 
2.3. Description 
  
To Create an Outline agreement (Contract) you can use following Transaction access path: 
 
Logistics --> Materials Management --> Purchasing --> Contract --> ME31K - Create 
 
Alternatively, you can directly access the transaction via t-code ME31K 
   
 
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3. Create Contract : Initial Screen 
3.1. Required User Input 
Enter Initial Screen parameters: 
Maintain Vendor Code 
Maintain Agreement Type 
Maintain Agreement Date 
Maintain Purchasing Organization 
Maintain Purchasing Group 
Maintain Plant (Optional) 
 
3.2. SAP Screen Snap 
 
 
   
 
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3.3. Description 
  
The Initial Screen parameter for Contract creation includes following: 
 
Vendor Code - The vendor with whom the contract is established 
Agreement Type - Selection from the drop down List 
Agreement Date - Date of sign-off of agreement 
 
Purchasing Organization: 1100 (PTCL) 
Purchasing Group: Select from drop down list 
Plant: Plant for which contrcat is applicable 
   
 
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4. Create Contract : Header
Data 
4.1. Required User Input 
Maintain the Header details of the contract: 
 
Validity Start 
Validity End 
Target Value 
Payment Terms 
Vendor Quotation Date 
and Other reference data 
 
4.2. SAP Screen Snap 
 
 
   
 
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4.3. Description 
  
Since no reference document has been used hence all data would be maintained manually. 
 
Also, as we are using the Contract Type: Value Contract so overall value will be specified as a limit 
instead of Quantity here. 
   
 
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5. Create Contract - Item Overview 
5.1. Required User Input 
Enter Material Number 
Enter Rate 
 
 
5.2. SAP Screen Snap 
 
 
5.3. Description 
  
Since Contract has been created without reference to any any Purchase Requisition or Quotation, 
therefore all item data will have to be created here. Enter the Material, rate and other details at item level. 
   
 
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6. Item conditions 
6.1. Required User Input 
Select Contract Item 
Click on 'Item Conditions' 
 
6.2. SAP Screen Snap 
 
 
6.3. Description 
  
Inorder to specify the pricing conditions, you can maintain the item conditions. For this select the Item and 
then click on the 'Item Conditions' icon in application tool bar. 
   
 
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7. Discount Condition at Item 
7.1. Required User Input 
Select the condition type from the dop down list 
Maintain the Condition Value 
 
7.2. SAP Screen Snap 
 
 
7.3. Description 
  
By default only Gross Price condition is used, you can add more conditions by taking the drop down list 
and selecting the condition type. 
   
 
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8. Back to Item Overview 
8.1. Required User Input 
Click 'Back' to exit from Condition maintenance screen 
 
8.2. SAP Screen Snap 
 
 
8.3. Description 
  
As all required conditions are maintained, click on back button to go to Item Overview 
   
 
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9. Save Document 
9.1. Required User Input 
Click on 'Save' button 
 
9.2. SAP Screen Snap 
 
 
9.3. Description 
  
As you maintain all required entries in the Contract Header and Item, you should save it. 
   
 
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10. Confirm Save 
10.1. Required User Input 
Click 'Yes' when asked to Save the document 
 
10.2. SAP Screen Snap 
 
 
10.3. Description 
  
System asks for Saving confirmation, click 'Yes' to Save. as the document is saved, a unique 10digit 
document number is generated by the system. The contrcat document can be referred with this number 
for all future transactions.