Two methods to observe tutorial Standard Method This method allows presentation to be resized to user preference. Slide Show Method (Example below) Presentation fills entire screen Click on Slide Show tab at top of screen Click icon <From Beginning> Note: Either method; to advance click the progression arrow in the bottom right corner of each slide or press the down-arrow key.

Transaction Procedures Welcome to BSIP 101 Transaction Procedures Stocking Inventory Instructor: Stephen Wright DPI Technical Consultant

Purpose: To enter received materials into inventory.

If stocking fuel visit DPI’s website These transactions are not for receiving fuel (diesel or unleaded); that process requires a different MIGO transaction. If stocking fuel visit DPI’s website http://www.ncbussafety.org/BSIP/StepbyStep.html and select the tutorial titled Receive Fuel (MIGO)

If items are not currently extended visit DPI’s website Inventory items are required to be extended to your plant before they are entered into inventory. If items are not currently extended visit DPI’s website http://www.ncbussafety.org/BSIP/StepbyStep.html and select the tutorial titled Extending Material to Plant (ZMM01Z)

The Starting Point! The Invoice Determine DOT numbers Verify Unit prices for each item Sub-total value Tax value Shipping (If applicable) Invoice total

Two transactions are required to complete this procedure: ME21N; & MIGO Let’s get started -

Step 1

Your screen should look similar to the example at the right. From the SAP R/3 Easy Access screen box type ME21N or from your favorites menu, select transaction ME21N –Create Purchase order. Your screen should look similar to the example at the right.

PO Quantity = Quantity of material items to stock. ME21N Screen Steps Data Input Vendor = 23 (Always) PO Quantity = Quantity of material items to stock. Material DOT number of item to stock. OUN (Unit of Measure) EA = Each, Gal = Gallons, QT = Quarts, etc. Net Price Enter the unit price per item as indicated on the invoice plus prorated Tax and Shipping Plant & Storage Location Pre-set in initial set-up.

Click on Header icon (Just above the table on the left side) ME21N Screen Steps Click on Header icon (Just above the table on the left side)

With the Header section expanded – Verify Information input ME21N Screen Steps With the Header section expanded – Verify Information input Click on the status tab Verify amount ordered; this value should match the quantity from the invoice. Verify price of items ordered; this should match invoice total. Tip: If an error – back up, make necessary changes then proceed.

Click on Continue icon to close the Messages dialogue box. ME21N Screen Steps Click on Check Icon System may display messages in a dialog box about delivery dates and info records – these can be ignored. Any other error messages must be resolved (See ME22N on how to correct Purchase Order). Click on Continue icon to close the Messages dialogue box.

Press <ESC> or Back Arrow icon to return to Main Menu ME21N Screen Steps Click on Save icon to record changes. A dialogue window will appear, click the button. The Dummy Purchase Order Number will display in the status bar at the bottom of the screen. Record this number on the invoice (It is required to complete the next step). Press <ESC> or Back Arrow icon to return to Main Menu

Step 2

Your screen should look similar to the example at the right. From the SAP R/3 Easy Access screen box type MIGO or from your favorites menu, select transaction MIGO – Goods Movement. Your screen should look similar to the example at the right.

MIGO Screen Steps First Matchcode Field Set to: Goods Receipt Second Matchcode Field Set to: Purchase Order Movement Type Set to: 101 GR goods receipt

MIGO Screen Steps Open Field Enter purchase order created from ME21N posting.

MIGO Screen Steps: Click on Execute Icon or press <Enter> System will pull in items from the purchase order

MIGO Screen Steps: Place a ü in the boxes of the OK column next to each item you want to receive. If the top check box is grayed out and unable to be checked; go to the next screen.

MIGO Screen Steps: If the top check box is grayed out and unable to be checked. Minimize the Detail Data tab at the bottom of the screen. When this is done the check box field will look similar to the other boxes.

MIGO Screen Steps: Click on Save icon

MIGO Screen Steps: System will put the Material Document Number in the Status Bar. Record this number on the invoice.

Questions Email: Stephen.Wright@dpi.nc.gov

Thank You! Stephen Wright Technical Consultant