Customizing Document Type Purchasing

Applies to:
SAP 4.6x and ECC 6.0. For more information, visit the Supply Chain Management homepage.

Summary
This article illustrates the use and customizing steps of Purchasing Document Types -Material Management. It shows the settings in the IMG Guide and the outcome of such customize setting changes.

Author:

Vikrant Choudhary

Company: Infosys Technologies Limited Created on: 21 March 2009

Author Bio
Vikrant Choudhary is a Functional Consultant Material Management working with Infosys Technologies Limited and has 8 years Domain experience in Material Management

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Customizing Document Type -Purchasing

Table of Contents
Document Type -Introduction and usage ...........................................................................................................3 Why Create a New Document Type? .............................................................................................................3 An Illustration ..................................................................................................................................................3 Configuration-SPRO settings..........................................................................................................................4 Field selection key ..............................................................................................................................................7 Effect of this configuration...............................................................................................................................8 Ending Note ........................................................................................................................................................8 Related Content..................................................................................................................................................9 Disclaimer and Liability Notice..........................................................................................................................10

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Customizing Document Type -Purchasing

Document Type -Introduction and usage

In the SAP System, the different kinds of purchasing document are distinguished from one another by means of the document type. The Document type determines the relevant number range and the fields that are offered to you for data maintenance purposes Document types are defined for RFQs, purchase orders, and contracts, for example. The standard SAP system includes certain document types The following purchasing document types can exist for the purchasing document category purchase order, for instance: Standard purchase order -NB Stock transport order - UB Framework order - FO

Why Create a New Document Type? An Enterprise may choose to have a different document type for a number of reasons. 1. To differentiate between different Purchasing Activity eg Purchase order for Stock Material and Purchase Order for External Services or Purchase order for Consignment Stocks or Domestic Purchase and Import Purchase 2. Assignment of Different Number range to Purchase Orders based on Document type 3. Define Allowed Follow-on document types An Illustration As an example to demonstrate the use and customizing settings involved in creating a new document type for Purchase order , A New Document type ZSO is created by copying the standard Document type NB. This document type is to be used only for creating Purchase Orders for External Services Features of ZSO document type Different number range from the Standard Purchase Document type . Only Item Category Standard and D services allowed Follow on document Purchase requisition document type NB With item category D only allowed

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Customizing Document Type -Purchasing

Configuration-SPRO settings

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Customizing Document Type -Purchasing

New document type created by copying the standard document type NB

Explanation of the fields maintained above

FIELD SELECTION KEY IS AN IMPORTANT ASPECT OF DOCUMENT LAYOUT . IT IS EXPLAINED IN FURTHER DETAIL ON PAGE NO 7

Allowed Item Category

We define the item categories that are allowed to be entered while creating the Purchase Orders SELECT THE DOCUMENT TYPE AND DOUBLE CLICK ON THE ALLOWED ITEM CATEGORY THIS SETTING WOULD RESTRICT THE USE OF ITEM CATEGORY D WITH THE DOCUMENT TYPE ZSO

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Customizing Document Type -Purchasing

LINK PURCHASE REQUISITION DOCUMENT TYPE

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Customizing Document Type -Purchasing

Field selection key

The field selection key as explained in the previous slide determines, for the relevant purchasing document type, which attributes the fields of the purchasing document are to have. This field selection key can be customized thru the below SPRO settings .Here a new Field selection key is defined ZNBF

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Customizing Document Type -Purchasing

Material field is not checked and hence the material column while making the purchase order will be hidden Effect of this configuration Comparison of document layout :PO created with Document type NB-Standard PO and PO Created with Document Type ZSO

PO Created with

PO Created with NB ZSO

Item category D will be defaulted in Document Type ZSO and also the material number column is hidden ( due to field selection key ZNBF)

Ending Note
If there are more than one company code, a new document type may be defined with a different number range to differentiate between the company codes. The Document type plays an important role in the Purchase function in Material Management in SAP R/3 and hence it is important for Consultants to know what role customized document types can play for mapping Customer requirements.

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Related Content
www.sap.com www.help.sap.com www.sdn.sap.com For more information, visit the Supply Chain Management homepage.

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Customizing Document Type -Purchasing

Disclaimer and Liability Notice

This document may discuss sample coding or other information that does not include SAP official interfaces and therefore is not supported by SAP. Changes made based on this information are not supported and can be overwritten during an upgrade. SAP will not be held liable for any damages caused by using or misusing the information, code or methods suggested in this document, and anyone using these methods does so at his/her own risk. SAP offers no guarantees and assumes no responsibility or liability of any type with respect to the content of this technical article or code sample, including any liability resulting from incompatibility between the content within this document and the materials and services offered by SAP. You agree that you will not hold, or seek to hold, SAP responsible or liable with respect to the content of this document.

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