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SAP SRM – Completing Shopping Carts for Meetings & Events

  • Create a limit order by choosing “Shopping Cart” under Create Documents
  • Under “Item Overview” click on Add Item, and choose limit order from the drop down
  • Complete the pop up box of information – pricing should be the total estimated amount of the event, including the deposit.
    • Product Category = 90000000 (7 zeros)
    • Don’t worry about adding the supplier – the buyer will add it (they may need to be registered in our systems)
    • Follow-Up Actions: Change radio button to “Invoice Only”
    • Account Assignment: Change radio button to “Known”
    • smoon1
  • Click OK
    • smoon2
  • Click on the “Attachments” ‘0’ and upload the catering contract and any other pertinent documents regarding the event
  • Click “Account Assignment” ‘Cost Center’ to add your billing information
  • Click “Check” to make sure there are no errors. If not, click order.
For deposits that have a certain due date, once you receive your Purchase Order #, complete a disbursement form, stating the deposit amount, due date, specify it’s a deposit, and clearly state the PO #, and submit with a copy of the contract and hotel W9 to Anh Tran in accounts payable altran@bu.edu. The deposit will be applied to this PO and the final bill can be submitted to invoices@bu.edu. Please make sure the hotel includes the PO # on all final invoices for prompt payment.

This entry was posted on Monday, November 7th, 2011 at 9:30 am.