GCSS-Army Transaction Guide

Transcription

1 GCSS-Army Transaction Guide Business Purpose Use ME51N to create a purchase requisition (PR) for non-expendable material with notification of the request sent to the PBO. Business Trigger As a Unit Supply Sergeant, you need to request 2 new non-expendable fire extinguishers. After creating the PR, you send notification of the request to the PBO. Navigating to the Transaction Navigate to the transaction using one of the following methods: From the ZUSMENU screen: Click the Property Management button in the Select Process panel followed by the ME51 (Request Property) button in the Select Action panel. From the SAP Easy Access screen: Type ME51 in the Command field and press Enter.

2 Page: 2 of 16

3 Page: 3 of 16 Create Purchase Requisition (Screen 1 of 4) The Create Purchase Requisition screen is organized into three segments: Header - The text displayed in the Header segment is optional and it applies to the entire purchase requisition (PR). Item Overview - Enter a single line per PR in the Item Overview. Item Details - Repeats the data entered in the Item Overview across multiple tabs. There is no data entry required in the Item Details segment Click the Purchase Requisition Document Type drop-down button. Click the YPB Replen STOCK Req list item.

4 Create Purchase Requisition (Screen 2 of 4) 3. Click the Material field. 4. Type your entry in the Material field (for example, ). Enter the non-expendable material number. 5. Click the Quantity field. 6. Type your entry in the Quantity field (for example, 2). 7. Click the Delivery Date field. 8. Type your entry in the Delivery Date field (for example, 11/14/2014). The general rule is to allow 10 days for delivery of routine requests. 9. Click the Stor. Loc. field. 10. Type your entry in the Stor. Loc. field (for example, A19W). Enter the Commander's SLoc. 11. Press Enter. Page: 4 of 16

5 Page: 5 of 16 Create Purchase Requisition (Screen 3 of 4) The status bar displays the warning message Serial number quantity does not match purchase order quantity. This is an acceptable warning message. Press Enter to continue. 12. Press Enter to confirm the warning message.

6 Page: 6 of 16 Create Purchase Requisition (Screen 4 of 4) 13. Click the Save button. All data has been entered. Save the PR to create the non-expendable PR.

7 Page: 7 of 16 Create Purchase Requisition The status bar displays the message Purchase requisition number 6XXXXXXXXX created. The next step is to notify the PBO of your request for the non-expendable material. Display the PR which you just created and perform the steps to notify the PBO. 14. Click the Other Purchase Requisition button.

8 Page: 8 of 16 Select Document (Dialog Box) 15. Click the Other Document button. The PR number for your non-expendable request defaults in the Purchase Requisition field.

9 Page: 9 of 16 Display Purchase Req. 6XXXXXXXXX The Display Purchase Req. 6xxxxxxxxx screen appears with the details of the non-expendable material requested in the PR. Use the Services for Object functionality to send the PR as an object in a notification to the PBO. 16. Click the left side of the Services for Object button.

10 Purchase requisition XXXXXXXXXX (Dialog Box) 17. Click the Send object with note button. Page: 10 of 16

11 Page: 11 of 16 Create Document and Send-1 The Create Document and Send dialog box appears. The status bar displays the message Document moved to folder Outbox. Note: Click the Trans options tab to control the checkbox After sending, move to outbox. Check the box if you want to store a copy of your sent mail. Use the Document contents segment to enter your notification to the PBO. 18. Click in the white Document contents field in the Document contents tab. 19. Type your entry in the Document contents field (for example, My message to the PBO).

12 Page: 12 of 16 Create Document and Send Click the Recipient field. Select the first Recipient field available. 21. Type the PBO's GCSS-Army username in the Recipient field. In this scenario, type USER08. In the GCSS-Army Production environment, enter your EDIPI number. 22. Click the Express check box. The Express checkbox triggers an immediate express document pop-up message which appears on the PBO's GCSS-Army screen when they perform the next click of their mouse. The Express Message informs the PBO that they have a notification to view in their Business Workplace Inbox. 23. Click the Refresh button.

13 Create Document and Send Click the Send... button. Your EDIPI number is converted to your username. Page: 13 of 16

14 Display Purchase Req. XXXXXXXXXX The status bar displays the message Message was sent. 25. Click the Exit button. Page: 14 of 16

15 Page: 15 of 16 SAP Easy Access You have created a PR for two non-expendable fire extinguishers and sent notification of the request to the PBO. From this screen, you can do either of the following: Start another transaction Log off GCSS-Army 26. You have completed this transaction.

16 Page: 16 of 16 Summary You have created a PR for two non-expendable fire extinguishers and sent notification of the request to the PBO.