LO540 Gerenciamento de Servicos Externos2.pdf

8/12/2019 LO540 Gerenciamento de Servicos Externos2.pdf

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Chapter 2 Master Data

1 The foll owing master data is used in th e procurementof externally perfo rm ed servi ces:

Vendor m aster r ecord

Servi ce master record

Master condit ions for servi ces


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Chapter 2 Objectives

1 Course participants are famil iarized with the masterdata used i n t he procurement of externally perform ed

services.

1 They are shown how to maintain thi s master data andlearn how it is used b y t he system as default data inprocurement tr ansactions.


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Organizational Levels of the Vendor MasterRecord

General data

Purchasingorganization data

Accounting data


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General data

Purchasingorganization data Accounting data

Maintenance of the Vendor Master Record

Purchasing and/or the accountsDepartment can maintain general

data

Purchasing organization data canbe individually maintained by each

purchasing organization

Accounting data can beindividually maintained foreach campany code (firm)

Purchasing andaccounting data canbe maintained

centrally orindependently of

each other


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Vendor Master Data

General data

AddressCommunication

Purchasing dataPO currencyPartner roles

Accounting dataBank detailsPayment transactionAccount management

Client

Purchasingorganization

Companycode

Area of valiadity

- All purchasingorganizations- All company codes

- One purchasingorganization

- One companycode


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Vendor Master Record: Control Account

Main Iedgar

Control account

Total liabilities withrespect to all vendors

Subsidiary ledger

Total liabilities perindividualvendor

Vendor A

Parallel

R/3System

Enter vendor invoice


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Service Master Record

PMPlant Main-

tenance

PSProjectSystem

MM

Procurement

Applications

Service no. 1540- Texts-Units of measure-Prices Service master record


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Service Master Data

The service mast er record cont ains infor mat ion on services, such as :

Descript ive texts

Unit s of measure

Valuation class for account d etermi nation

The infor mation i s stored cent rally in a database

Service mast er data is used b y many appl ications in R/ 3, includ ing:

Purchasing

Invoice Verif ication

Pro ject Syst em

Plant MaintenanceMM

PMPS

Servicemaster data


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Master Conditions

Service no. 1580Quantity 1

Unit of measure hr.

1995 1996 1997

Validity period

$220.00$195.00

$205.00 Scale100 hrs. a $205.00/hr.200 hrs. a $200.00/hr.

300 hrs. a $198.00/hr.


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Use of Master Conditions

Level of conditions

1580

1560

Purchaserequisition

Vendor

- Service no. 1540

$2,100.00

?

Adoption in document

- Costing

- Project System (PS)- Plant Maintenance (PM)- Price simulation

1540

Sem. Consultant K4 1 day

$2,100.00Service


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Chapter 3 External Services: Bid Invatation Phase

1 Process fr om bid invit ation to award ofcontract/ placement of order

1 Str ucture of bid invatation specifications taking thepur chase requisit ion as an exam ple

1 Release (appr oval) pro cedur e f or pur chase requisit ions1 Com parative bid appraisal using t he pr ice compari son

list


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Chapter 3 O bjectives

1 Cour se part icipants learn how to create servi cespecification s for bid invit ation pur poses.

1 They are acquaint ed wi th t he release (appr oval)pr ocedur e f or pu rchasing docum ents, and

1 They can compare quot ations using the pri cecomparison l ist .


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Compareusing pricecomparison

list

CB

The Bid invitation Process

Procurementof requestedmaterials or

services

Purchaserequisition

RFQ

RFQ

Quotation

Vendor A

A

Best bid

Purchase order

PO


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Service Specifications in the Requisitions

Service specificationsRequisn.Requisn.

Outline level

Service line

01 Selection of software components

01 Definition of requirements

Consultant K4 10 days $2,100.00

02 Adjustment of components

01 Component A


02 Testing configuration/settings



. . . . .

. . . . .


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Item Category and Account AssignmentCategory in the Requisition

The item category and the account assignmentcategory determine how na item is processed.

PurchaserequisitionD U

Item category

D = Service

Acct. Assgt. Cat.

U = UnknownK = Cost centerP = Project..

LO540 Gerenciamento de Servicos Externos2.pdf

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