SAP Creating a Scheduling Agreement Manually using SAP MM Outline Purchase Agreements With Vendors

1. From the Purchasing menu, choose Outline agreement
® Scheduling agreement ® Create.

The initial screen appears.

2. Enter the necessary data. Any data you enter under the group heading Default data will appear as default data in each item.

In the Agreement type field you specify whether you are creating a scheduling agreement with or without release documentation, for example.

3. Press
ENTER.

The header data screen appears.

4. Enter the duration of the scheduling agreement. Check the other fields on this screen. Make any necessary changes (e.g. the terms of payment) and define the header conditions (see
Maintaining Conditions).
5. Press
ENTER.

The item overview screen appears.

6. Enter the necessary data for each item (material number, target quantity, price, receiving plant, account assignment etc.).

Material without a master record: leave the field for the material number empty and enter the following:

– Short description of the relevant material or service in the Short text field

– Material group to which the material belongs

– Account assignment category (column A)

– Target quantity and the order unit

7. If you specify an account assignment category, you must enter the relevant account assignment data for each item of the scheduling agreement. To do so, choose Item
® Account assignments.

(See also Account Assignment.)

8. If necessary, review the details for each item. Select the item(s) to review. Then choose Item
® Details to call up the item detail screen.
9. Enter the desired conditions for the item (discounts, surcharges etc.). To do so, select the item and choose Item
® Conditions.
10. Enter further text for the item if any additional instructions to the vendor or to Goods Receiving are necessary. Choose Item
® Texts ® Text overview.
11. Save the scheduling agreement.

Result

The scheduling agreement is created in the R/3 System. In order that the information in the scheduling agreement can be transmitted to the vendor, the system generates a message for the agreement. How to transmit the message to the vendor is described under Outputting Messages.