srm 7.0 self service procurement

SAP Supplier Relationship Management 7.0: Self-ServiceProcurementBased on SAP Solution Manager Content

Target Audience

n System Administratorsn Consultants

PUBLICDocument version: 1.0 ‒ 10/26/2009

Document History

Caution

Before you start the implementation, make sure you have the latest version of SAP SolutionManagerContent. For more information on the SAP Solution Manager content, see SAP Note 1230438.

The following table provides an overview of the most important document changes.

Version Date Description

1.0 10/26/2009 Initial Version

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Table of Contents

Chapter 1 Important Information About this Document . . . . . . . . . . 5

Chapter 2 Basic Settings for Self-Service Procurement . . . . . . . . . . . 72.1 System Connections . . . . . . . . . . . . . . . . . . . . . 72.1.1 Catalog-Specific Role Maintenance in SAP MDM . . . . . . . . . . . 72.1.2 Setting Up External Web Services in SAP SRM . . . . . . . . . . . . 82.1.3 More Information About System Connections . . . . . . . . . . . . 102.2 Organizational Management . . . . . . . . . . . . . . . . . . 102.2.1 Enhancing the Organizational Plan . . . . . . . . . . . . . . . . 102.2.2 Where to Find the Documentation for Team Purchasing . . . . . . . . 112.3 Set Up Workflow for Business Scenarios . . . . . . . . . . . . . . 112.4 Procurement Card . . . . . . . . . . . . . . . . . . . . . . 122.4.1 Setting Up Procurement Card Payment . . . . . . . . . . . . . . 122.4.2 More Information About Procurement Card . . . . . . . . . . . . 132.5 Reports in Self-Service Procurement . . . . . . . . . . . . . . . 26

Chapter 3 Self-Service Procurement . . . . . . . . . . . . . . . . . . 173.1 Self-Service Procurement Classic . . . . . . . . . . . . . . . . . 173.1.1 Processing Shopping Carts . . . . . . . . . . . . . . . . . . . 223.1.1.1 Configuration Content for Processing Shopping Carts . . . . . . . . . 233.1.2 Processing Purchase Requisitions in SAP ERP . . . . . . . . . . . . 183.1.3 Processing Purchase Orders in SAP ERP . . . . . . . . . . . . . . 183.1.4 Inbound Processing and Receipt Confirmation with Warehouse Management 193.1.5 Verifying Logistics Invoices Online . . . . . . . . . . . . . . . . 193.1.6 Analyzing Self-Service Procurement . . . . . . . . . . . . . . . 253.1.6.1 Reports in Self-Service Procurement . . . . . . . . . . . . . . . 263.2 Self-Service Procurement Extended Classic . . . . . . . . . . . . . 223.2.1 Processing Shopping Carts . . . . . . . . . . . . . . . . . . . 223.2.1.1 Configuration Content for Processing Shopping Carts . . . . . . . . . 233.2.2 Searching for Sources of Supply Centrally . . . . . . . . . . . . . 233.2.2.1 Configuration Content for Searching for Sources of Supply Centrally . . . 243.2.3 Processing Purchase Orders in SAP SRM . . . . . . . . . . . . . . 243.2.3.1 Basic Settings for Processing Purchase Orders in SAP SRM . . . . . . . . 243.2.3.2 More Information About Processing Purchase Orders in SAP SRM . . . . 25

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3.2.4 Analyzing Self-Service Procurement . . . . . . . . . . . . . . . 253.2.4.1 Reports in Self-Service Procurement . . . . . . . . . . . . . . . 26

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1 Important Information About this Document

1 Important Information About thisDocument

The configuration documentation for SAP Supplier Relationship Management (SAP SRM) isdelivered with the SAP Solution Manager content. To implement and configure SAP SRM, you mustuse SAP Solution Manager, which contains the complete configuration documentation includinglinks to Customizing, SAP Notes, and SAP ERP documentation.This guide contains only the SAP SRM configuration documentation and references to otherdocumentation. It provides you with a quick overview of the required SAP SRM configurationsettings.

Caution

This guide is a supplement to the SAP Solution Manager content and does not replace it. Thecomplete configuration content and tool support is only available in SAP Solution Manager.

For more information on the SAP Solution Manager content, see SAP Note 1230438 and the SAP SRMMaster Guide at http://service.sap.com/instguides under Installation & Upgrade Guides SAPBusiness Suite Applications SAP SRM SAP SRM Server 7.0 .

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2 Basic Settings for Self-Service Procurement

2 Basic Settings for Self-ServiceProcurement

2.1 System Connections

2.1.1 Catalog-Specific Role Maintenance in SAP MDM

To use the SRM-MDM Catalog, you need to assign catalog-specific roles in SAP MDM Console.You assign the corresponding roles for the following tasks:

Task Role Comment

Manage catalog content Catalog Manager Responsible for importing,managing, and classifying productand contract data in the MDMImport Manager and MDM DataManager.

Approve catalog content Catalog Content Approver Responsible for approving orrejecting catalog items in theSRM-MDM Catalog workflow.

Launch catalog search Catalog User This role refers to the search usersassigned to the catalog Web service.You configure this Web servicein Customizing under SAPSupplier Relationship ManagementSRM Server Master Data ContentManagement Define External WebServices

Configure catalog search UI UI Configuration Manager n Responsible for setting upuser-specific configuration forusers who are assigned theCatalog User role.The owner of this role isauthorized to configure theJava-based Web Dynpro searchUI and the open cataloginterface (OCI) mapping.

n Responsible for configuring thesearch UI, for example, the fieldselection of the Advanced Search

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or the mapping of catalog fieldsto OCI fields.

2.1.2 Setting Up External Web Services in SAP SRM

To use the SRM-MDM Catalog with SAP Supplier Relationship Management (SAP SRM), andto access the SRM-MDM Catalog via URLs from SAP SRM applications, you must set up externalWeb Services in SAP SRM.

Procedure

1. Create a Web Service with an ID, such as SRM-MDM Catalog, in Customizing for SAP SupplierRelationship Management under SRM Server Master Data Content Management Define External WebServices .

2. To assign the catalog to a particular purchasing organization, enter the organization in the Purch.Organization field.

3. Under Additional Functions in the Product Catalog, set the following indicators:n Display Product Data Again in Catalog

Enables using the detail feature for the Open Catalog Interface (OCI) so that when the Detailsoption is selected in the overview list of catalog items, product details are displayed.

n Validate Product Data From SAP SRMEnables the use of the OCI validate feature.For this feature to work, the field NEW_ITEM-EXT_PRODUCT_IDmust be filled with the catalogdatabase key of the product when the product is transferred for the first time from the productcatalog to the SRM Server System. The system checks if products are still available in thecatalog, and if the price is still up to date. If the product data has changed, the current data istransferred to SAP SRM.

n Cross-Catalog SearchEnables all catalogs with this indicator set to be searched by a keyword search.In the navigation tree of the Customizing transaction, choose Integrated Call Structure.

Note

Do not define a call structure for your catalog, as these catalogs are designated to be displayedas integrated catalogs.

4. Maintain the parameters listed below, taking into account the additional information.

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Parameter Name Parameter Value Type Additional Information

n.a http://<J2EEserver:

J2EEport>/SRM-MDM/SRM_MDM

URL Required<J2EEserver> is thehost onwhich theJ2EE server is installed. <J2EEport>isthe http port of the J2EE server.

username <your_user_name>Refers to the user in SAPMDM(not the end user startingthe catalog search in SRM).

Fixed Value RequiredThe value can be that of any usermaintained for the catalog repositoryin SAP MDM Console AdminUsers.

password <your_password> Fixed Value Required

server <your_MDM_server>[:<MDMServer Host n>]

Fixed Value RequiredSee SAP Note 1170807

repositoryType <RepositoryType>[:<Repository Typen>]

Fixed Value OptionalSee SAP Note 1170807

catalog SRM_MDM_CATALOG Fixed Value RequiredThe name of your catalog repositoryin SAP MDM.

unilanguage SY-LANGU SAP-Field RequiredThe system uses the logon languageof SRM.

datalanguage For example<EN>orSY-LANGU

Fixed ValueOrSAP-Field

RequiredThis setting controls the languagedependent fields of your catalogrepository.

mask <your_mask_name> Fixed Value Optional

NoteIf you do not specify a mask, all usershave the same unrestricted access tothe catalog.

namedsearch <your_named_search_name> Fixed Value Optional

NoteIf you do not specify a named search,all users have the same unrestrictedaccess to the catalog.

HOOK_URL Return URL Required

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2 Basic Settings for Self-Service Procurement2.2 Organizational Management

Parameter Name Parameter Value Type Additional Information

returntarget _parent Fixed Value Required. This parameter determinesand informs the catalog to whichtarget OCI data has to be returned.

1hwc_search False, if you do not want to useleft-hand wildcards

Fixed Value Optional. For more information, seeSAP Note 1147662

2.1.3 More Information About System Connections

The following SAP Note applies: 1287412— Prerequisites for OCI Integration in SAP SRM 7.0.

2.2 Organizational Management

2.2.1 Enhancing the Organizational Plan

To make the connection between purchasing organizations and purchasing groups more flexible, youcan reduce the hierarchical restrictions of the organizational model.

PrerequisitesYou have created an organizational plan. For more information, see Creating the Organizational Plan[external document]

Procedure

1. Deactivate the checks in the message layer in Customizing for SAP Supplier Relationship Managementunder SRM Server Cross-Application Basic Settings Message Control Influence Message Control

Employees that are assigned to the line organization of the HR organizational model andsimultaneously work as purchasers in a SAP SRM purchasing organization can be assigned to the newrelationship type "Is Purchaser of...".In the Purchasing View of transaction PPOMA_BBP you have several possibilities to assign the purchaser toa purchasing group:

n Via drag and drop within the hierarchyn Via drag and drop from the selection area into the hierarchyn Using the Assign button and the search help to find the object to be assigned to the selected unit

in the hierarchy.

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2 Basic Settings for Self-Service Procurement2.3 Set Up Workflow for Business Scenarios

2.2.2 Where to Find the Documentation for Team Purchasing

To find the documentation for team purchasing in SAP SRM, see Customizing for SAP SupplierRelationship Management under SRM Server Cross-Application Basic Settings Define Transaction Types .

2.3 Set Up Workflow for Business Scenarios

You use this process to set up the workflow for your business scenario. The configuration stepsdepend on the workflow framework you use. SAP Supplier Relationship Management (SAP SRM)supports the following workflow frameworks:

n Process-controlled workflow frameworkThese are approval workflows based on SAP BusinessWorkflow inwhich themodeled or configuredprocess, and not the application itself, controls the process flow. A unified workflow template isused and a process is evaluated by way of a process schema containing a set of distinct processlevels. The Business Rule Framework (BRF) can be applied to control further the process flow.The process-controlled workflow framework is the default framework in the SAP SRM system.

n Application-controlled workflow frameworkThese are approval workflows based on SAP Business Workflow in which the application is incontrol over the SAP Business Workflow templates. Multiple workflow templates can be used,using defined start conditions.The application-controlled workflow framework is the framework that was available in SAP SRM5.0 and lower. It is only intended to be used if you are upgrading from SAP SRM 5.0 or lower andyou need to continue using your existing workflows.

For more information about the workflow frameworks, see SAP Help Portal at http://help.sap.comunder SAP Supplier Relationship Management Functions Business Workflow .

PrerequisitesYou have performed the basic workflow Customizing as described in SAP Solution Manager under<project name> Configuration SAP SRM <release> Basic Settings for SAP SRM Cross-Application

Settings Business Workflow .

ProcessPerform the following steps:

n Check which workflow framework is active in your system. To do so, go to Customizing forSAP SRM under SRM Server Cross-Application Basic Settings Business Workflow Select WorkflowFramework . Select Show Current Settings and choose Execute.

n If your workflow framework is the process-controlled workflow framework, you do nothave to perform any scenario-specific Customizing steps. All Customizing steps necessary for

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2 Basic Settings for Self-Service Procurement2.4 Procurement Card

this workflow framework are described in SAP Solution Manager under <project name>Configuration SAP SRM <release> Basic Settings for SAP SRM Cross-Application Settings BusinessWorkflow Process-Controlled Workflow .

n If your workflow framework is the application-controlled workflow framework, checkwhether there is any workflow documentation specific to your scenario in addition to thisdocument in SAP Solution Manager. For example, you might have to activate certain workflowtemplates, adjust the start conditions for the relevant workflows, or implement a Business Add-In(BAdI). For general configuration information, see SAP Solution Manager under <projectname> Configuration SAP SRM <release> Basic Settings for SAP SRM Cross-Application SettingsBusiness Workflow Application-Controlled Workflow .

More InformationThe following scenario-specific workflow documentation is available:Setting Up Application-Controlled Workflow for Confirmations and Invoices [external document]Setting Up Application-Controlled Workflow for Strategic Sourcing [external document]Setting Up Application-Controlled Workflow for Operational Contract Management [external document]

2.4 Procurement Card

2.4.1 Setting Up Procurement Card Payment

In SAP Supplier Relationship Management (SAP SRM), you can specify procurement cards as thepayment method when you purchase items, provided you are using theMaterials Management functionsin SAP SRM. In addition, you can manage settlements for purchases made using a procurement card.This means you can transfer the settlement file that the bank or card company sends you to SAP SRMto check that the contents are correct and specify account assignments.

Prerequisites

n You are using theMaterials Management functions in SAP SRM.n In the back-end system, Accounting is set up, and the card company is created as a supplier.n You have set up the ALE distribution model in Customizing for SAP Supplier Relationship Management

under SRM Server Technical Basic Settings ALE Settings ALE Settings (Logical System)

Procedure

1. Enter your procurement card details using the Create User transaction.The settlement files are transferred to the SAP SRM system, and invoices and transaction figuresare transferred from the SAP SRM system to the back-end system by the ALE interface.

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Note

You must set the procurement cards up so that the system can transfer the settlementinformation from the card company, and carry out updates in Accounting in the back-end system

2. If you want to create commitments, do so in Customizing for SAP Supplier Relationship Managementunder SRM Server Procurement Card Manage Commitments

More InformationSee SAP Help Portal at help.sap.com under SAP Business Suite SAP Supplier Relationship Management .

2.4.2 More Information About Procurement Card

Perform the following activities in Customizing for SAP SRM:

n SRM Server Procurement Card Process Procurement Card

n SRM Server Procurement Card Define Number Ranges

n SRM Server Procurement Card Allocate Company Code

n SRM Server Procurement Card Define Card Company

n SRM Server Procurement Card Define Blocking Reasons

2.5 Reports in Self-Service Procurement

This document lists all the relevant queries for reports in Self-Service Procurement.

Prerequisites

n You have completed all the configuration steps for SAP NetWeaver BW in SAP Solution Managerunder Basic Settings for SAP SRM Basic Settings for Analytics .

n You have installed and activated all the relevant business content for this scenario. For a list ofthe data source and ODS objects that you must install, see SAP Solution Manager under BasicSettings for SAP SRM Basic Settings for Analytics .

FeaturesThe following is a list of queries that are relevant for this scenario:

Query Description Query Name

Shopping Carts Still to be Approved 0BBP_SCA_Q003

Shopping Carts per Approver 0BBP_SCA_Q0012

Shopping Carts per Catalog 0BBP_SC_Q006

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Shopping Carts per Contract 0BBP_SC_Q011

Shopping Carts per Cost Center 0BBP_SC_Q009

Shopping Carts per Order 0BBP_SC_Q010

Shopping Carts per Product / Product Category 0BBP_SC_Q004

Shopping Carts per Purchasing Organization / Purch.Group

0BBP_SC_Q005

Shopping Carts per Requester 0BBP_SC_Q003

Shopping Carts per Shopping Cart Number 0BBP_SC_Q001

Shopping Carts per Shopping Cart Number withItems

0BBP_SC_Q002

Status of Shopping Carts 0BBP_SC_Q007

Approval Times 0BBP_SCA_Q001

Overview of Approved Shopping Carts 0BBP_SCA_Q002

Overview of Shopping Carts per Approver 0BBP_SCA_Q004

SRMManager - Overview of Approvals 0BBP_SC_Q014

Number of Shopping Cart Items 0BBP_SC_Q008

Shopping cart values by purchasing groups 0SR_MC01_Q0708

Shopping cart values for top spending valuepurchasing group

0SR_MC01_Q0710

The following are queries for purchase order and confirmation reports, based on shopping cartrequisitions:


Accepted Purchase Order Quantities per PO and Item 0SR_PO_C1_Q0006

Confirmation Document Overview 0SR_MC02_Q2001

Cost Center Overview 0SR_C02_Q0002

Deadline Monitoring - Current Values for Req.Delivery Date

0SR_PO_C1_Q0005

Delivery Delays 0SR_MC02_Q0006

Document count - POs, shopping carts 0SR_MC01_Q0715

Excessive Invoices 0SR_MC02_Q3002

Goods and Services Confirmations per DocumentNumber

0SRCF_D2_Q0001

Invoice Document Overview 0SR_MC02_Q3001

Invoice Status 0SRIV_D3_Q0003

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Invoices per Contract 0SRIV_D3_Q0005

Invoices per Invoice Number with Items 0SRIV_D3_Q0004

Invoices per Product / Product Category 0SRIV_D3_Q0002

Invoices per Supplier 0SRIV_D3_Q0001

Key Performance Indicators 0SR_MC01_Q0004

Maverick Buying Analysis 0SR_MC02_Q0002

Number of Suppliers per Country 0SR_MC01_Q0006

Number of categories where PO value w/o contract> X

0SR_MC01_Q0711

Number of suppliers by category 0SR_MC01_Q0709

Open Approvals: Confirmations 0SRCF_D2_Q0003

Open Items (Confirmations) 0SR_MC02_Q2002

Open Items (Invoices) 0SR_PO_C1_Q0003

Open Items Confirmations 0SR_PO_C1_Q0002

Overview of Purchase Order Value per Requester 0SR_C02_Q0001

Overview of Return Deliveries 0SRCF_D2_Q0004

Pareto Analysis According to POVolume per Category 0SR_MC02_Q0005

Pareto Analysis According to Purchase Order Volume(Chart)

0SR_MC02_Q0004

Purchase Order Document Analysis 0SR_MC02_Q0001

Purchase Order Values per Procurement Card 0SR_C01_Q0001

Purchase Orders per Order Number with Items 0SRAC_D4_Q0002

Purchase Orders per Product /Product Category 0SRAC_D4_Q0004

Purchase Values per Order 0SR_C02_Q0003

Status of Goods and Services ConfirmationDocuments

0SRCF_D2_Q0002

Variance Invoice Value - Order Value 0SR_PO_C1_Q0004

Workload per Purchasing Group 0SR_MC02_Q0003

Purchase Order Status 0SRAC_D4_Q0001

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3 Self-Service Procurement

3 Self-Service Procurement

3.1 Self-Service Procurement Classic

You can find a scenario description in SAP Solution Manager under <project name> ScenariosSelf-Service Procurement Classic . Select the Documentation tab.The SAP SRM 7.0 scenario and process descriptions are also available on SAP Help Portal athttp://help.sap.com SAP Supplier Relationship Management Business Scenarios .

3.1.1 Processing Shopping Carts

The process Processing Shopping Carts consists of the following process steps:

1. Create shopping cart2. Search for products or services3. Select items and add to shopping cart4. Display overview5. Display account assignment6. Order shopping cart7. Check shopping cart status8. Approve shopping cart

You can find a process description in SAP Solution Manager under <project name> ScenariosSelf-Service Procurement Classic Business Processes Processing Shopping Carts . Select the Documentation tab.

3.1.1.1 Configuration Content for Processing Shopping Carts

Create Shopping Cart


n SRM Server Business Add-Ins Shopping Carts and Requirement Items Shopping Cart: DetermineResponsible Purchasing Group(s)

n SRM Server Business Add-Ins Shopping Carts and Requirement Items Determine Backend System /Company Code

n SRM Server Business Add-Ins Shopping Carts and Requirement Items Determine Target Object inBE System

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3 Self-Service Procurement3.1 Self-Service Procurement Classic

n SRM Server Business Add-Ins Shopping Carts and Requirement Items Shopping Cart Monitor: ModifyObject

n SRM Server Business Add-Ins Shopping Carts and Requirement Items Shopping Cart Monitor: AdjustUser-Interface Content

Search for products or services


n SRM Server Cross-Application Basic Settings Roles Define Roles

n SRM Server Business Add-Ins External Web Services (Catalogs, Supplier Lists and so on) TransferShopping Cart from Catalog

n SRM Server Business Add-Ins External Web Services (Catalogs, Supplier Lists and so on) TransferAdditional Parameters

Run the following system transactions in SAP SRM: Change Attributes (PPOMA_BBP)

3.1.2 Processing Purchase Requisitions in SAP ERP

The process Processing Purchase Requisitions in SAP ERP consists of the following process steps:

1. Create or process purchase requisitions2. Release purchase requisitions3. Assign source of supply to purchase requisitions4. Generate or manage versions of purchase requisitions5. Monitor or view list display of purchase requisitions

You can find a process description in SAP Solution Manager under <project name> ScenariosSelf-Service Procurement Classic Business Processes Processing Purchase Requisitions in SAP ERP .Select the Documentation tab. To find the process-related configuration content, select the Configurationtab.

3.1.3 Processing Purchase Orders in SAP ERP

The process Processing Purchase Orders in SAP ERP consists of the following process steps:

1. Create or process purchase orders2. Release purchasing documents3. Find new source of supply4. Compare quotations5. Generate or manage versions of purchase orders6. Monitor the output of messages7. Monitor or view list display of purchase orders

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You can find a process description in SAP Solution Manager under <project name> ScenariosSelf-Service Procurement Classic Business Processes Processing Purchase Orders in SAP ERP .Select the Documentation tab. To find the process-related configuration content, select the Configurationtab.

3.1.4 Inbound Processing and Receipt Confirmation withWarehouse Management

The process Inbound Processing and Receipt Confirmation with Warehouse Management consists ofthe following process steps:

1. Receive advanced shipping notification2. Create inbound delivery (optional)3. Post goods receipt4. Create Warehouse Management transfer order5. Confirm Warehouse Management transfer order6. Send proof of delivery (POD)

You can find a process description in SAP Solution Manager under project name ScenariosPlan-Driven Procurement with Plant Maintenance Business Processes Inbound Processing and Receipt Confirmation withWarehouse Management . Select the Documentation tab.

3.1.5 Verifying Logistics Invoices Online

The process Verifying Logistics Invoices Online consists of the following process steps:

1. Park invoice2. Create or process invoices in background3. Release invoice4. Cancel invoice5. Transmit invoice6. View list display of invoices7. Perform Revaluation

You can find a process description in SAP Solution Manager under <project name> ScenariosPlan-Driven Procurement with Plant Maintenance Business Processes Verifying Logistics Invoices Online . Selectthe Documentation tab.

3.1.6 Analyzing Self-Service Procurement

The process Analyzing Self-Service Procurement consists of the following process steps:

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1. System collects data2. View reports3. Work with reports

You can find a process description in SAP Solution Manager under <project name> ScenariosSelf-Service Procurement Classic Business Processes Analyzing Self-Service Procurement . Select theDocumentation tab.

3.1.6.1 Reports in Self-Service Procurement


Prerequisites













0BBP_SC_Q005




0BBP_SC_Q002



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0SR_MC01_Q0710







0SR_PO_C1_Q0005





0SRCF_D2_Q0001











0SR_MC01_Q0711




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0SR_MC02_Q0004







0SRCF_D2_Q0002




3.2 Self-Service Procurement Extended Classic

You can find a scenario description in SAP Solution Manager under <project name> ScenariosSelf-Service Procurement Extended Classic . Select the Documentation tab.The SAP SRM 7.0 scenario and process descriptions are also available on SAP Help Portal athttp://help.sap.com SAP Supplier Relationship Management Business Scenarios .

3.2.1 Processing Shopping Carts

The process Processing Shopping Carts consists of the following process steps:

1. Create shopping cart2. Search for products or services3. Select items and add to shopping cart4. Display overview5. Display account assignment6. Order shopping cart7. Check shopping cart status8. Approve shopping cart

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You can find a process description in SAP Solution Manager under <project name> ScenariosSelf-Service Procurement Classic Business Processes Processing Shopping Carts . Select the Documentation tab.

3.2.1.1 Configuration Content for Processing Shopping Carts

Create Shopping Cart


n SRM Server Business Add-Ins Shopping Carts and Requirement Items Shopping Cart: DetermineResponsible Purchasing Group(s)

n SRM Server Business Add-Ins Shopping Carts and Requirement Items Determine Backend System /Company Code

n SRM Server Business Add-Ins Shopping Carts and Requirement Items Determine Target Object inBE System

n SRM Server Business Add-Ins Shopping Carts and Requirement Items Shopping Cart Monitor: ModifyObject

n SRM Server Business Add-Ins Shopping Carts and Requirement Items Shopping Cart Monitor: AdjustUser-Interface Content

Search for products or services


n SRM Server Cross-Application Basic Settings Roles Define Roles

n SRM Server Business Add-Ins External Web Services (Catalogs, Supplier Lists and so on) TransferShopping Cart from Catalog

n SRM Server Business Add-Ins External Web Services (Catalogs, Supplier Lists and so on) TransferAdditional Parameters

Run the following system transactions in SAP SRM: Change Attributes (PPOMA_BBP)

3.2.2 Searching for Sources of Supply Centrally

The process Searching for Sources of Supply Centrally consists of the following process steps:

1. Start sourcing application2. Search for appropriate source of supply3. Assign contract4. Assign supplier5. Create RFx from sourcing application6. Create auction from sourcing application7. Process workload distribution8. Create purchase order from sourcing application

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9. Create contract from sourcing application

You can find a process description in SAP Solution Manager under <project name> ScenariosSelf-Service Procurement Extended Classic Business Processes Searching for Sources of Supply Centrally .

3.2.2.1 Configuration Content for Searching for Sources ofSupply Centrally


n SRM Server Business Add-Ins Changes to Purchasing Document Data

n SRM Server Business Add-Ins RFx Control of RFx Publication

n SRM Server Business Add-Ins RFx Subsequent Split of Grouping

n SRM Server Cross-Application Basic Settings Configure Priorities

n SRM Server Business Add-Ins Interface Configuration Appearance of Priorities

n SRM Server Business Add-Ins Sourcing Redetermination of the Contract To Be Used (Quota Arrangement)

Run the following system transaction in SAP SRM: ABAP Editor (se38)

3.2.3 Processing Purchase Orders in SAP SRM

The process Processing Purchase Orders in SAP SRM contains the following process steps:

n Select source of supplyn Create or update purchase ordern Process workload reassignmentn Approve purchase ordern Send purchase order to suppliern Create purchase order responsen Compare purchase order response with purchase order

You can find a process description in SAP Solution Manager under <project name> ScenariosService Procurement External Staffing Business Processes Processing Purchase Orders in SAP SRM . Selectthe Documentation tab.

3.2.3.1 Basic Settings for Processing Purchase Orders inSAP SRM

This section of the SAP Solution Manager structure contains the process documentation, webtransactions, and configuration information for the business process Processing Purchase Orders in SAPSRM.

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Before you carry out the configuration steps contained in this section, ensure that you have alreadycompleted the basic settings for Service Procurement and Plan-Driven Procurement. You can findthese steps in SAP Solution Manager, under Configuration SAP SRM 7.0 Basic Settings for ServiceProcurement/Basic Settings for Plan-Driven Procurement .

3.2.3.2 More Information About Processing Purchase Ordersin SAP SRM

Select source of supply

Perform the following activities in Customizing for SAP Supplier Relationship Management:

n SRM Server Sourcing Define Sourcing for Product Categories

n SRM Server Business Add-Ins Sourcing Find and Check Sources of Supply

n SRM Server Business Add-Ins Sourcing Define Execution of Sourcing

Create or update purchase order


n SRM Server Cross-Application Basic Settings Set Tolerance Checks

n SRM Server Business Add-Ins Follow-On Document Generation in the Backend System Purchase Order inBackend System

Run transaction Schedule Background Job (SM36).

Process workload reassignment

Perform the following activity in Customizing for SAP Supplier Relationship Management:

n SRM Server Business Add-Ins Changes to Purchasing Group and Purchasing Organization Assignments

Send purchase order to supplier


n SRM Server Cross-Application Basic Settings Set Output Actions and Output Format Define Actionsfor Document Output

n SRM Server Technical Basic Settings Assign RFC Destinations Dependent on Scenario

3.2.4 Analyzing Self-Service Procurement

The process Analyzing Self-Service Procurement consists of the following process steps:

1. System collects data2. View reports3. Work with reports

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You can find a process description in SAP Solution Manager under <project name> ScenariosSelf-Service Procurement Classic Business Processes Analyzing Self-Service Procurement . Select theDocumentation tab.

3.2.4.1 Reports in Self-Service Procurement


Prerequisites













0BBP_SC_Q005




0BBP_SC_Q002






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0SR_MC01_Q0710







0SR_PO_C1_Q0005





0SRCF_D2_Q0001











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0SR_MC02_Q0004







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Typographic Conventions

Example Description

<Example> Angle brackets indicate that you replace these words or characters with appropriateentries to make entries in the system, for example, “Enter your <User Name>”.

ExampleExample

Arrows separating the parts of a navigation path, for example, menu options

Example Emphasized words or expressions

Example Words or characters that you enter in the system exactly as they appear in thedocumentation

http://www.sap.com Textual cross-references to an internet address

/example Quicklinks added to the internet address of a homepage to enable quick access tospecific content on the Web

123456 Hyperlink to an SAP Note, for example, SAP Note 123456

Example n Words or characters quoted from the screen. These include field labels, screen titles,pushbutton labels, menu names, and menu options.

n Cross-references to other documentation or published works

Example n Output on the screen following a user action, for example, messagesn Source code or syntax quoted directly from a programn File and directory names and their paths, names of variables and parameters, and

names of installation, upgrade, and database tools

EXAMPLE Technical names of system objects. These include report names, program names,transaction codes, database table names, and key concepts of a programming languagewhen they are surrounded by body text, for example, SELECT and INCLUDE

EXAMPLE Keys on the keyboard

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SAP AGDietmar-Hopp-Allee 16

69190 WalldorfGermany

T +49/18 05/34 34 34F +49/18 05/34 34 20

www.sap.com

© Copyright 2009 SAP AG. All rights reserved.

Some software products marketed by SAP AG and its distributors contain proprietary software components of othersoftware vendors.

No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permissionof SAP AG. The information contained herein may be changed without prior notice.Some software products marketed by SAP AG and its distributors contain proprietary software components of othersoftware vendors.Microsoft, Windows, Excel, Outlook, and PowerPoint are registered trademarks of Microsoft Corporation.IBM, DB2, DB2 Universal Database, System i, System i5, System p, System p5, System x, System z, System z10, System z9, z10,z9, iSeries, pSeries, xSeries, zSeries, eServer, z/VM, z/OS, i5/OS, S/390, OS/390, OS/400, AS/400, S/390 Parallel Enterprise Server,PowerVM, Power Architecture, POWER6+, POWER6, POWER5+, POWER5, POWER, OpenPower, PowerPC, BatchPipes,BladeCenter, System Storage, GPFS, HACMP, RETAIN, DB2 Connect, RACF, Redbooks, OS/2, Parallel Sysplex, MVS/ESA, AIX,Intelligent Miner, WebSphere, Netfinity, Tivoli and Informix are trademarks or registered trademarks of IBM Corporation.Linux is the registered trademark of Linus Torvalds in the U.S. and other countries.Adobe, the Adobe logo, Acrobat, PostScript, and Reader are either trademarks or registered trademarks of Adobe SystemsIncorporated in the United States and/or other countries.Oracle is a registered trademark of Oracle Corporation.UNIX, X/Open, OSF/1, and Motif are registered trademarks of the Open Group.Citrix, ICA, Program Neighborhood, MetaFrame, WinFrame, VideoFrame, and MultiWin are trademarks or registeredtrademarks of Citrix Systems, Inc.HTML, XML, XHTML and W3C are trademarks or registered trademarks of W3C®, World Wide Web Consortium,Massachusetts Institute of Technology.Java is a registered trademark of Sun Microsystems, Inc.JavaScript is a registered trademark of Sun Microsystems, Inc., used under license for technology invented and implementedby Netscape.SAP, R/3, xApps, xApp, SAP NetWeaver, Duet, PartnerEdge, ByDesign, SAP Business ByDesign, and other SAP productsand services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP AG inGermany and in several other countries all over the world. All other product and service names mentioned are thetrademarks of their respective companies. Data contained in this document serves informational purposes only. Nationalproduct specifications may vary.These materials are subject to change without notice. These materials are provided by SAP AG and its affiliated companies(“SAP Group”) for informational purposes only, without representation or warranty of any kind, and SAP Group shall notbe liable for errors or omissions with respect to the materials. The only warranties for SAP Group products and services arethose that are set forth in the express warranty statements accompanying such products and services, if any. Nothing hereinshould be construed as constituting an additional warranty.

This document was created using stylesheet 2007-12-10 (V7.2) / XSL-FO: V5.1 Gamma and XSLT processor SAXON 6.5.2from Michael Kay (http://saxon.sf.net/), XSLT version 1.

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DisclaimerSome components of this product are based on Java™. Any code change in these components may cause unpredictable andsevere malfunctions and is therefore expressly prohibited, as is any decompilation of these components.Any Java™ Source Code delivered with this product is only to be used by SAP’s Support Services and may not be modified oraltered in any way.

Documentation in the SAP Service MarketplaceYou can find this document at the following address:http://service.sap.comhttps://service.sap.com/srm-instinstguides

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SAP AGDietmar-Hopp-Allee 1669190 WalldorfGermanyT +49/18 05/34 34 34F +49/18 05/34 34 20www.sap.com

© Copyright 2009 SAP AG. All rights reserved.No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP AG. The information contained herein may bechanged without prior notice.