Create Purchase Requisition Instructons (ME51N)

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SAP Website http://webgui.ednet.ns.ca/

ME51N Create a Requisition ME52N Change a Requisition ME53N Display a Requisition ME23N Display Purchase Order XK03 Display Vendor Information

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Entering Online Requisitions SAP Click ME51N. Before entering your first requisition, please click on Default Values.

The following screen will appear:

Use fields as noted above, click Save button.

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Note: Under Account Assignment Category, use Cost Centre (K) if a statistical order is not being used. If statistical order is being used, this field must be changed to Order (F). When creating a requisition, please input as follows: 1. Always ensure that Purchase Requisition is selected

on the screen. 2. The first field to be used is Material Number (This is

only used for the ten digit number for Board tendered items). Press enter on the keyboard.

3. If no material number, proceed to Short Text and begin typing description of item (maximum 39 spaces). Press enter on the keyboard. If description is longer than 39 spaces, additional text is typed under the tab Text at bottom of screen. Note: When material number is used, Press enter on the keyboard and the text, etc. will do an autofill. Without a material number, fields are filled in manually.

4. Fill in quantity. 5. Without a material number, the next field is the

Unit, this has a dropdown list but majority of time eaeaeaea is the appropriate unit. Press enter on the keyboard.

6. The screen automatically goes to the following:

7. The first screen is Account Assignment the general

ledger account number is always filled in (relates to the Material Group). This account has to be changed This account has to be changed This account has to be changed This account has to be changed for photocopy paperfor photocopy paperfor photocopy paperfor photocopy paper and other related photocopier and other related photocopier and other related photocopier and other related photocopier productsproductsproductsproducts to 786500to 786500to 786500to 786500. Cost centre is 53Schxxx. Press

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enter on the keyboard. If statistical order number is required, this tab will show an additional required field called Order. This is where the required nine digit stat order number is placed. If this requisition is a multiline order, click the flameflameflameflame and the account assignment will be held for the remainder of the requisition. Press enter on the keyboard.

8. Click on the Valuation tab, fill in price under

Valuation Price. Always check the valuation price Always check the valuation price Always check the valuation price Always check the valuation price even when itemseven when itemseven when itemseven when items have a material number.have a material number.have a material number.have a material number.

9. Click on Source of Supply, enter vendor number in

DesDesDesDesrd rd rd rd VendorVendorVendorVendor. If vendor number not known, a search must be done. Steps to follow to conduct a vendor search:

(a)Click in the box to the right of DesrdVendor and a circle/square or match code will appear. Click on circle/square and the following screen shows:

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Before entering info, ensure that the Category shows

Vendors by Company Code and that the Company Code is 0053.

Then enter information in the Name line with an asterisk at the beginning and end of the word.

Click Search. The best method to conduct a search is The best method to conduct a search is The best method to conduct a search is The best method to conduct a search is to only use one word to only use one word to only use one word to only use one word or shortened version or shortened version or shortened version or shortened version of the of the of the of the vendor name.vendor name.vendor name.vendor name. Many times when Search is clicked, no results are shown. If information does not show, click Search Criteria. The results should then show. Double click on the required vendor and it will automatically fill in the vendor number at Desrd Vendor.

Remember that the vendor is only entered once Remember that the vendor is only entered once Remember that the vendor is only entered once Remember that the vendor is only entered once on on on on the first line. It is not required for the other line the first line. It is not required for the other line the first line. It is not required for the other line the first line. It is not required for the other line items of a multiline req.items of a multiline req.items of a multiline req.items of a multiline req.

10. Click on the Delivery Address tab if you wish to have it shipped to the attention of a staff member or department. If an attention line is used, please use the empty line following the school name. After entering text in this line, press enter on the keyboard. Click on Repeat Address, a message then should show that the Delivery Address is held. Click on the green check mark. This must be done when This must be done when This must be done when This must be done when entering the first line of the requisition.entering the first line of the requisition.entering the first line of the requisition.entering the first line of the requisition.

All of the above is done for line 1 or 10 of the requisition.All of the above is done for line 1 or 10 of the requisition.All of the above is done for line 1 or 10 of the requisition.All of the above is done for line 1 or 10 of the requisition. When entering a second liWhen entering a second liWhen entering a second liWhen entering a second line, please follow instructions ne, please follow instructions ne, please follow instructions ne, please follow instructions from #2, #3, #4, #5 and #8.from #2, #3, #4, #5 and #8.from #2, #3, #4, #5 and #8.from #2, #3, #4, #5 and #8.

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When finished entering all items, press Save at top of screen. A requisition number will be assigned and the number will print at the bottom of the screen. Notes: Under the Header Section (at top of screen) any text typed in this section is for internal use only it is not brought forward as text on the purchase order.