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Creating an Outline Agreement in SAP: A Step-by-Step Guide

Outline agreements in SAP (Systems, Applications & Products) are contractual arrangements between a company and external or internal suppliers. They are used to regulate purchasing processes and enable purchasing departments to streamline procurement procedures. Creating an outline agreement in SAP may seem daunting at first, but it is a straightforward process that can significantly benefit your company`s procurement operations. In this article, we will provide you with a step-by-step guide on how to create an outline agreement in SAP.

Step 1: Accessing the Outline Agreement Creation Screen

To create an outline agreement in SAP, you need to access the `Outline Agreement` creation screen. To do this, open your SAP system and follow the steps below.

1. Go to the „SAP Easy Access“ menu.

2. Under the „Logistics“ menu, select „Materials Management.“

3. Under „Materials Management,“ select „Purchase.“

4. Under „Purchase,“ select „Outline Agreement.“

5. In the new window that opens, select „Create“ to open the „Outline Agreement Creation“ screen.

Step 2: Choosing the Type of Outline Agreement

There are four types of outline agreements that you can create in SAP. They are:

– Contract

– Scheduling Agreement

– Quantity Contract

– Value Contract

Select the type of outline agreement that you want to create and click „Enter.“ In this example, we will choose the „Contract“ type of outline agreement.

Step 3: Filling in the Contract Header Data

The next step is to fill in the header data for the contract. The fields that need to be filled include:

– Contract type

– Contract number

– Vendor

– Purchasing organization

– Purchasing group

– Validity period

Fill in the required information and click „Enter.“

Step 4: Entering the Contract Items

The next step is to enter the items that will be part of the contract. To do this, click on the „Item Details“ tab and enter the information required, including:

– Material number

– Quantity

– Unit of measure

– Price

Enter the required information for each item and click „Enter.“ You can also add multiple items by clicking on the „New Item“ button.

Step 5: Creating the Delivery Schedule

Once you have entered the items that will be part of the contract, the next step is to create the delivery schedule. This is done by clicking on the „Delivery Schedules“ tab and entering the details of the delivery schedule, including:

– Delivery date

– Delivery quantity

– Delivery plant

Enter the required information for each delivery schedule and click „Enter.“ You can also add multiple delivery schedules by clicking on the „New Schedule“ button.

Step 6: Reviewing and Saving the Outline Agreement

After completing all the required information, review the outline agreement to ensure that everything is correct. Once you are satisfied, save the agreement by clicking on the „Save“ button.

Conclusion

Creating an outline agreement in SAP is a straightforward process that can significantly improve your company`s procurement operations. By following the steps outlined in this article, you can create an outline agreement quickly and easily. Remember, outline agreements regulate purchasing processes and enable purchasing departments to streamline procurement procedures to ensure that your organization can benefit from cost savings and improve its overall procurement processes.