1.     Objective and scope

This SOP shows steps of contract header creation of services items in target system PF1_020

2.     Request

All requests will come from Fresh Desk (FD) platform. Requester will provide information and attached documents bellows

Information

-          Purchasing requisition (PR) number

Attachments

-          Contract header (Excel spreadsheet) contains details for contract header creation

-          Rate sheet (Excel spreadsheet) contains details for service items creation which can have more than 1 sheet depending on line items in PR

-          Terms and condition (either Microsoft word or PDF) contains agreements of contract


3.     Contract creation


1


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Main activities

Tips/Best practices

Key points

1

Select “ERP – Production – PF1” by double clicking on the ERP – Production icon


 

 

 


2


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Main activities

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Key points

2

Select Client “020” by clicking


 

 

 


3


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3

Insert T-code “me31k” and press “Enter” on keyboard

 

 

 


5


6


4


12


10


11


9


8


7


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4

Insert “vendor code”

 

Fields in step #4-#5 and step #7-#12 are provided by requester in the template


If any information is missing, please contact requester

5

Insert “Agreement Type”

 

 

6

Insert “Agreement Date”

 

It is always the date you create a contract

7

Insert “Purchasing Organization”

 

Provided by requester

8

Insert “Purchasing Group”

 

Provided by requester

9

Insert “Item Category”

 

D” is mandatory

10

Insert “Acct Assignment Cat”

 

Provided by requester

11

Insert “Plant”

 

Provided by requester

12

Insert “Material Group” and press “Enter” on keyboard

 

Provided by requester


12


20


19


18


17


16


15


14


13


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Main activities

Tips/Best practices

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12

Insert “Validity Start” in ‘Validity Start’ field

 

Provided by requester

13

Insert “Validity End” in ‘Validity End’ field

 

Provided by requester

14

Insert “Payment term”

 

Provided by requester

15

Insert “Targ.Val.

It must be European format (e.g. 123.456,78)

Provided by requester

16

Insert “Your reference”

 

It is PR (purchasing requisition) number provided by requester

17

Insert “Our reference”

 

Leave blank if not provided

18

Insert “Salesperson”

 

Leave blank if not provided

19

Insert “Telephone”

 

Leave blank if not provided

20

Click

 

 

 

 


22


21


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Main activities

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Key points

21

Put tick mark on “Header text”

 

 

22

Click 

 

 

 


24


23


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23

Copy ‘term and condition’ and paste in “Header text”

 

Example of ‘term and condition’


24

Click

 

 

 

 


27


26


25


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25

Put tick mark on “Release order text”

 

 

26

Put tick mark on “Header text”

 

 

27

Click

 

 

 


28


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28

Insert “/ome53n” and press “Enter” on keyboard

 

 

 


30


29


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29

Click

 

 

30

Select “Other Requisition”

 

 

 


32


31


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31

 Insert PR number

 

PR number provided by requester

32

Click

 

 

 


33


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33

Click  in front of ‘Item Overview’

You can skip this step if your ‘Item Overview’ is shown

 

 


34


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34

Copy “Short Text”  and go back to contract creation window

 

 

 


35


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35

Paste “Short text” from PR to ‘Short Text’ and press “Enter” on keyboard

 

It must be maintained in capital letter

 


36


37


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Main activities

Tips/Best practices

Key points

36

Copy ‘Service number’ from a provided temple to and paste it on “Service No.”

You can copy all data in the template and paste data to this window, you can click “right” on your mouse to paste all data

If service number is more than 10 lines, you are advised to copy 10 lines each to prevent an error

Service No. in template might be mentioned in various names so you can notice service no. format that always has ‘-‘

 


37

Copy ‘Rate’ from a provided temple to and paste it on “Gross Price” and press “Enter” on keyboard

You are recommended to copy number of Rate’s lines as same as you copy service numbers in case there are more than service numbers

Number of “Rate” in template must be European format or number without ‘,’ or ‘.’ E.g. 1234,56

 


39



38


38


38


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Main activities

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38

Shot text, Unit and per Unit of Meas. will automatically appear

 

 

39

Click

If you have more than 1 line items in PR, you can repeat step #34 - #39 until you finish create all items

Order of items must follow line items in PR

 

 


40


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40

Click

 

 

 

 


42


41


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41

Insert “Tax code”

 

provided by requester in the template

42

Click

 

 


43


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43

Press “Enter” on Keyboard until the error message disappears

 

This can happen when you save your new contract

 

 


44


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44

The message will show that you have create an new contract with contract number

 

 

 

 

4.     PO contract printing

 


45


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Main activities

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44

Insert “/nme32k” and press “Enter” on Keyboard

 

 

 


45


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45

Insert “Contract number” in ‘Agreement’ and press “Enter” on keyboard

 

 

 


46


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46

Click

 

 

 


47


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47

Insert “zhn1” and press “Enter” on keyboard

 

 

 


48


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48

Click

 

 

 


49


48


50


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49

Insert “ZWINTH” in ‘Logical destination’

 

Must be capital letter only

50

Tick on “Print immediately”

 

 

51

Click

 

 

 


52


 

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Main activities

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52

Click

 

 

 


53


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53

Press “Enter” on Keyboard until the error message disappears

 

This can happen when you save your new contract

 


54


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Main activities

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54

The message will show that the contract has updated

 

 

 


55


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55

Click

 

This icon will appear after you updated the contract

 

 


57


56

 


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56

Select “PDF” files(*.PDF) in ‘Save as type’

 

 

57

Select where to save a file and click

 

 

 

 

 


58


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58

PO contract has been saved as PDF

 

You need to attach this file and send back to requester