Work Instruction. Release a Purchase Order

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Transcription:

Release a Purchase Order ME28 Purpose Use this procedure to release (approve) a Purchase Order. Trigger Perform this procedure when a purchasing document needs to be approved. Prerequisites Menu Path A purchase order must exist in the system with a purchasing group that coincides with the approvers release strategy. All prior approvals must be complete. Use the following menu path(s) to begin this transaction: Select Logistics > Materials Management > Purchasing > Purchase Order > Release. Transaction Code ME28 Helpful Hints As some colleges use multiple purchase groups, it is important to remember to change the purchasing group to see different groups in the system. To see all purchasing groups available at a location, leave the Purchasing group field blank. Page 1 / 10

Procedure 1. Start the transaction using the menu path or transaction code. SAP Easy Access Page 2 / 10

Release (Approve) Purchasing Documents 2. As required, complete/review the following fields: Field Name R/O/C Description Release code R Enter your release code. Example: Each approval level has a designated release code which is linked to the user's profile. Release codes should default in and not need to be changed. CV Page 3 / 10

Field Name R/O/C Description Purchasing group R Check your purchasing group. This information defaults in based on your profile and should not need to be changed. As some colleges use multiple purchase groups, it is important to remember to change the purchasing group to see different groups in the system. To see all purchasing groups available at a location, leave the Purchasing group field blank. Example: CPG 3. Click. Page 4 / 10

Release Purchasing Documents with Release Code CV 4. Only a limited amount of information is available on the Release list. Click the PO number to see the line items for the Purchase Order to be approved. Page 5 / 10

Release Purchasing Documents with Release Code CV Example: Page 6 / 10

Display: Purchase Order: Item Overview 5. Click to return to the list. Page 7 / 10

Release Purchasing Documents with Release Code CV 6. Click the Purchase Order number of the PO you want to approve. 7. Click. Page 8 / 10

Release Purchasing Documents with Release Code CV 8. Click. The system displays the message, "Releases saved." 9. Click to exit. 10. You have completed this transaction. Result You have approved a Purchase Order. Comments None. Page 9 / 10