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Ulrika Garner

Allcompanies need to procure something and many large or medium-sized businessesuse SAP solutions. It is therefore advantageous to acquire appropriateknowledge. And with this course, you get a head start on purchasing processingin SAP ERP.

Get familiarwith the various steps involved in procurement. Get to know the essential dataand documents for purchasing in SAP. You'll see, it's not that difficult tooperate in the SAP system. At the end of the course you will know all the necessary masterdata and purchasing documents to confidently start working in SAP's Purchasingcomponent.

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What's inside

Learning objectives

  • To know the process procure to pay and its documents in sap mm
  • To maintain master data especially for purchasing
  • To perform standard purchasing activities for materials and services
  • To know all other purchasing documents and some features in purchasing processing

Syllabus

Introduction

Welcome to the course, presentation of the course content and course structure.

To know the process Procure to Pay and its documents in SAP MM with the necessary organizational units and master data.
Read more

Short preview of the lectures in this section.

This video will show you the big picture, meaning where Purchasing fits into SAP ERP Operations.

It's about the procurement process and the possible or required documents in Materials Management.

The necessary organizational units for Purchasing will be presented.

Short overview of the relevant master data in Purchasing.

Summary of the section's content.

Short overview of the section's content.

How to create a Vendor Master using the transaction MK01.

How to add the purchasing view to an existing Vendor Master, how to block or unblock a Vendor Master and how to call a list of Vendors.

In this video I'm going to demonstrate how to display a material master, how to extend it and how to create a materials list.

You're going to learn about the functions and structure of Info Records, but also how to manually create one.

How to handle service masters and service conditions.

Short overview of the section's topics.

Ultimately, you're able to use the transaction ME51N to create a Standard PR. This Purchase Requisiton will contain three items, one for stock material, one for consumption and one for services.

By the end, you know how to display a worklist using the Document Overview within the change transaction ME52N, how to assign a source of supply and run a price simulation and how to use the Follow-on Functions ME56 Assign or ME57 Assign and Process.

By the end you know the transaction screen of ME21N, how PR-items are converted to a Purchase Order and how the documents PR and PO are thus connected in the system.

How to create and print a Purchase Order without a preceding document.

After the PO has been send to the vendor, the actual order processing would thus be terminated. But else, there's the Order Acknowledgement by the vendor, which will be explained in this lecture.

Short preview of the lectures in this section about More Purchasing Processing.

By the end you're able to use the transaction ME41 to create RFQ's, to use the transaction ME47 to maintain the quotations and finally, the transaction ME49 to run a price comparison report.

In this lecture I'm going to demonstrate a complete purchasing process including a quantity contract.

To complete the subject outline agreements, the value contract and the scheduling agreement will be presented.

To simplify and accelerate such business transactions, a Blanket Purchase Order, also called Framework Order, is appropriate. And in this lexture I'm going to explain to you this special form of simplified procurement.

You're getting to know in which order the system looks for possible sources of supply, how to maintain a Source List using the transaction ME01 and how a Quota Arrangement works.

In Purchasing, users create documents that represent commitments to other companies. For that reason, it’s recommended to check and monitor the documents in terms of content and value.

You're going to get an overview of other possible types of procurement such as consignment, subcontracting, third-party processsing and stock transfer using stock transfer order.

In addition to the Purchasing component in SAP ERP, there are other SAP solutions for the procurement of goods and services.

The last video in the course.

Traffic lights

Read about what's good
what should give you pause
and possible dealbreakers
Provides an overview of the procure-to-pay process within SAP MM, which is essential for professionals working in materials management
Covers the creation and maintenance of vendor master data, a fundamental skill for anyone starting in SAP purchasing
Explores standard purchasing activities like creating purchase requisitions and purchase orders, which are daily tasks for SAP users
Examines advanced purchasing documents like RFQs and contracts, which are useful for professionals seeking to expand their SAP knowledge
Requires familiarity with SAP ERP, so learners without prior experience may need to acquire foundational knowledge first
Focuses on SAP ERP, so learners should be aware that there are other SAP solutions for procurement of goods and services

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Reviews summary

Sap mm purchasing fundamentals

According to learners, this course offers a solid foundation in SAP MM purchasing, making it particularly well-suited for beginners and those with no prior SAP experience. Many appreciate the clear explanations and practical demonstrations of essential SAP transactions, finding them very helpful for understanding the procure-to-pay process. However, a recurring point raised, particularly in more recent reviews, is that the course content and interface shown are based on older SAP ERP (ECC) systems, not the newer S/4HANA. This can make it difficult to follow if you are using S/4HANA in your workplace and suggests the course might be becoming somewhat outdated for some users.
Hands-on examples of SAP transactions.
"...the demos are very helpful. I feel much more confident navigating SAP MM now."
"Good foundation course covering the basics... overall, very practical."
"I appreciated the focus on practical transactions."
Well-suited for those new to SAP MM.
"Excellent course for beginners! The instructor explains complex concepts clearly..."
"Fantastic course! Perfect for someone with no prior SAP experience. The step-by-step guides through transactions were invaluable."
"Highly recommend this course for anyone new to SAP MM purchasing. Simple, clear, and effective."
"This course is perfect for someone just starting out..."
Good basic overview, not for advanced users.
"The content is okay for a basic overview. However, it seems a bit outdated..."
"Covers the main purchasing processes well... A bit more depth on advanced topics would be great."
"Solid introductory course... I wish there were more exercises or case studies."
Focuses on older SAP ERP vs S/4HANA.
"...it seems a bit outdated as it focuses on older SAP versions/interfaces. Could use updating."
"Disappointing. The interface shown is different from what I see in my company's system (likely S/4HANA vs ERP). Made it hard to follow along."
"Completely outdated content. This is for SAP ECC, not S/4HANA which is what most companies are moving to. Wasted my money."

Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in SAP MM Purchasing Simplified for Beginners with these activities:
Review SAP ERP Fundamentals
Reviewing SAP ERP fundamentals will provide a solid foundation for understanding the specific purchasing processes covered in this course.
Browse courses on SAP ERP
Show steps
  • Review the basic modules of SAP ERP.
  • Understand the integration between different modules.
  • Familiarize yourself with SAP terminology.
First Steps in SAP MM
This book provides a solid foundation for understanding the basics of SAP MM, including purchasing processes.
Show steps
  • Read the chapters related to purchasing and master data.
  • Follow the step-by-step instructions to perform basic tasks.
  • Take notes on key concepts and terminology.
SAP MM: Functionality and Technical Configuration
Reading this book will provide a deeper understanding of the SAP MM module and its configuration, enhancing your ability to work with purchasing processes.
Show steps
  • Read the chapters related to purchasing and procurement.
  • Take notes on key concepts and configurations.
  • Try to replicate some of the configurations in a test environment.
Four other activities
Expand to see all activities and additional details
Show all seven activities
Practice Creating Purchase Requisitions
Practicing the creation of purchase requisitions in SAP will reinforce your understanding of the process and improve your efficiency.
Show steps
  • Log into an SAP system with MM access.
  • Create several purchase requisitions using different materials and services.
  • Experiment with different settings and options.
  • Review the created purchase requisitions for accuracy.
Document a Procurement Process Flow
Creating a visual representation of a procurement process flow will help solidify your understanding of the steps involved.
Show steps
  • Choose a specific procurement scenario.
  • Map out all the steps involved in the process.
  • Create a flowchart or diagram to represent the process.
  • Add descriptions and explanations to each step.
Simulate a Complete Procure-to-Pay Cycle
Simulating a complete procure-to-pay cycle will provide a comprehensive understanding of the entire process, from requisition to payment.
Show steps
  • Create a purchase requisition for a specific material.
  • Convert the purchase requisition into a purchase order.
  • Receive the goods and create a goods receipt.
  • Process the invoice and make the payment.
Help Others in SAP MM Forums
Helping others by answering questions in SAP MM forums will reinforce your knowledge and improve your problem-solving skills.
Show steps
  • Find online forums related to SAP MM and purchasing.
  • Browse the forums for questions related to the course content.
  • Provide helpful and accurate answers to the questions.

Career center

Learners who complete SAP MM Purchasing Simplified for Beginners will develop knowledge and skills that may be useful to these careers:
Purchasing Specialist
A Purchasing Specialist manages the procurement of goods and services for an organization, which directly aligns with the core focus of this course. The course provides a foundational understanding of the purchasing process within SAP, including master data management, standard purchasing activities, and the use of essential purchasing documents. By learning about vendor masters, purchase requisitions, purchase orders, and other purchasing documents within SAP, you will be exceptionally prepared to manage procurement processes, evaluate vendor quotations, and ensure the timely delivery of necessary resources, all typical tasks of a Purchasing Specialist. This course will be immediately applicable to daily tasks.
Procurement Analyst
A Procurement Analyst examines purchasing data and processes to identify trends, improvements, and cost-saving opportunities, and this course is directly applicable to all of the daily tasks of this role. This course on SAP's purchasing module helps build a foundation in the core procurement processes. A Procurement Analyst benefits from understanding how purchasing data is managed and processed in SAP, including the creation of purchase orders, managing master data, and analyzing purchasing documents. The knowledge gained will enable a Procurement Analyst to more effectively analyze procurement activities and provide valuable business insights. You will be familiar with the entire procure to pay process.
SAP Consultant
An SAP Consultant is an expert in SAP software and advises clients on how to best use SAP solutions to improve their business processes, and this course provides an excellent foundation for that. This course gives you an understanding of the purchasing module in SAP, including the process of procure to pay, master data management, and the creation of purchasing documents. This knowledge is crucial for an SAP Consultant working with clients on supply chain solutions or other procurement needs. The course enables an SAP Consultant to discuss the various aspects of SAP purchasing with clients and configure SAP systems to meet their specific requirements. Understanding of master data will be especially useful.
Supply Chain Analyst
A Supply Chain Analyst is responsible for optimizing the movement of goods, from suppliers to customers, and this course can provide valuable insights in that workflow. This course provides a strong understanding of the purchasing process within SAP, including the creation of purchase orders and the management of vendor relationships. A Supply Chain Analyst who takes this course will be better equipped to understand the procurement component of the supply chain. Additionally, learning about master data maintenance will be very useful in this role. The course provides a view into all documentation involved in the procure-to-pay process.
Materials Planner
A Materials Planner is responsible for ensuring that a company has the necessary materials on hand to meet production demands, and this course can be valuable to the work that this role requires. This course provides knowledge of the purchasing process in SAP, including creating and managing purchase requisitions and purchase orders, an activity that is highly relevant for a Materials Planner. By understanding how these procurement documents are created and processed, the Materials Planner can better coordinate with the purchasing department, ensuring timely availability of materials. The understanding of master data will also help in this role. You will see how all the pieces fit together.
Inventory Specialist
An Inventory Specialist is responsible for tracking and managing a company's inventory, and this course can be useful to those interested in the role. This course focuses on the purchasing side of inventory management within the SAP system. While it does not directly cover the actual tracking of inventory, it provides an understanding of the process for procuring goods, which is a key factor in inventory management. You will learn how materials are purchased, the types of documentation involved, and how to maintain master data relevant to purchasing. This will help the Inventory Specialist to appreciate how inventory levels are influenced by purchasing decisions. Knowledge of master data will be particularly important in daily operation.
Business Systems Analyst
A Business Systems Analyst works between the business and technology teams, a good foundation for those who would like to take this career path may be found in this course. This course on SAP MM purchasing provides a deep dive into the purchasing process, from creating purchase requisitions to purchase orders, including master data management. This will provide valuable knowledge to the Business Systems Analyst who works with teams that use SAP in their daily routines. You will learn how the SAP purchasing system works and be equipped to analyze requirements from the business for the SAP system. The Business Systems Analyst can then communicate these needs to the technology teams.
Logistics Coordinator
A Logistics Coordinator manages the transportation and storage of goods, and this course can provide supplemental knowledge for such operations. This course focuses on providing an overview of the purchasing process within SAP. Though a Logistics Coordinator may not directly use the purchasing module, the course may still be relevant. An understanding of how goods are procured within the SAP system can provide valuable context for their role in ensuring the smooth flow of materials. The Logistics Coordinator will benefit from learning about purchase orders and other related documentation. Knowledge about processing purchase orders may also be helpful.
Operations Coordinator
An Operations Coordinator manages the day-to-day activities of a business, and this course may provide useful information. This course is focused on the purchasing function within SAP, and while an Operations Coordinator manages many functions, gaining proficiency in procurement can be helpful. The course introduces the procure-to-pay process within SAP, including the handling of purchasing documents and the maintenance of master data. Understanding these operational elements can be useful when an Operations Coordinator needs to understand how procurement interacts with the other functions of the organization. Knowledge of documentation, such as purchase orders, may be useful.
Accountant
An Accountant prepares and analyzes financial records, and this course may help them within their daily tasks. While an Accountant is not directly involved in the purchasing process, this course may still be useful. The course introduces how purchases are made within SAP. An understanding of the purchasing process may help the Accountant trace transactions and better understand the financial impact of purchasing decisions. The course covers the handling of purchasing documents and master data, which may be relevant to daily work. Knowledge of master data management may be helpful when working with financial information. As such, and accountant may like to take this course.
Project Coordinator
A Project Coordinator supports project managers and team members to complete projects smoothly, and while this may not be directly related, some knowledge of the purchasing process can be helpful in this role. This course gives foundational knowledge of SAP's purchasing component, which may be helpful to the project coordinator. While this role is not directly involved with the procurement of goods, a basic understanding of the process may be helpful for tasks such as budget control or tracking resource availability. The course will be helpful for understanding the documentation of procurement. Familiarity with how purchase orders are created, for example, may be relevant.
Auditor
An Auditor reviews financial records for accuracy and compliance, and this course may be useful knowledge for that role. This course focuses on the purchasing process within SAP. While an auditor may not directly work within the SAP purchasing module, knowledge of the system's purchasing procedures can be helpful. By understanding the creation of purchase requisitions, purchase orders, and other purchasing documents, an auditor can trace transactions more effectively. You will learn about the documents and reports generated by the SAP purchasing module. Familiarity with the system may be useful.
Administrative Assistant
An Administrative Assistant provides support to a team, and while this course does not directly relate, there may be aspects of it that are useful. This course focuses on SAP and its purchasing module. While this is not directly related to administrative tasks, if you are an administrative assistant who works with a team that uses SAP this may be a way for you to gain valuable, supplemental knowledge. You may be able to assist your team with tasks relating to purchase orders. You will learn about master data maintenance and the documents that are used. If your company uses SAP, you may like to take this course.
Customer Service Representative
A Customer Service Representative interacts with customers and resolves their issues, a role which is not directly related to the SAP purchasing function. Though this course in SAP purchasing does not directly relate to customer service operations, it may be helpful to learn the inner workings of the company. This course focuses on how the SAP system is used to manage purchases. While the customer service role is not directly involved in these processes, understanding the company's supply chain and how materials are procured can be helpful. You will learn about documentation and master data maintenance, details that may be relevant.
Data Entry Clerk
A Data Entry Clerk inputs data into computer systems, and while this is not directly related, some elements of this course may be relevant. This course focuses on the SAP purchasing process, including master data and purchasing documents. While a data entry clerk may not be involved in the full purchasing process, if they are inputting data into SAP, they may find this course useful. They will learn the standard procedures for creating documents in the system, such as purchase orders. Familiarity with the purchasing processes in SAP can help them better do their tasks. However, this may not be necessary.

Reading list

We've selected two books that we think will supplement your learning. Use these to develop background knowledge, enrich your coursework, and gain a deeper understanding of the topics covered in SAP MM Purchasing Simplified for Beginners.
Provides a comprehensive overview of SAP MM, including purchasing. It covers both the functional aspects and the technical configuration required to implement and maintain the system. This book valuable reference for understanding the underlying principles and best practices of SAP MM purchasing. It is commonly used by SAP consultants and professionals.
Is designed for beginners in SAP MM and provides a practical introduction to the module. It covers the core functionalities, including purchasing, and offers step-by-step instructions for common tasks. This book is particularly useful for those who are new to SAP and want to get a hands-on understanding of the system. It serves as a good starting point before diving into more advanced topics.

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