SRM Overview - Part I V1.0
Transcript of SRM Overview - Part I V1.0
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SRM Overview
SRM Overview Mar-2011
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Objectives
Upon Completing the course the participant will be able to:
Know the basic structure of SRM
Master data maintenance
Creation of SC and PO
A little bit on workflows
Plan Driven procurement
Know how of Contract Management
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Course Outline
Module 1. SRM Architecture Overview
Module 2. SAP Procurement Portfolio Overview
Module 3. Self-Service Procurement
Module 4. Service Procurement
Module 5. Direct/Plan-Driven Procurement
Module 6. Catalog Content Management
Module 7. Central Sourcing Hub
Module 8. RFx/Auctioning
Module 9. Supplier Collaboration
Module 10. Contract Management
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Module 1: SRM Architecture
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Lesson Overview
This lesson will provide an overview of the different software components that
make up the SAP SRM solution.
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Lesson Objective
After completing this lesson, you will be able to:
Explain the SAP Business Suite
Describe the main features of SAP Supplier Relationship Management
Describe the SRM Application and Technology Components
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Business Scenario
You company will be implementing SAP Supplier Relationship Management
(SAP SRM) and you have been assigned to the project team. As a project team
member, you need to become familiar with the different software components that
make up this solution and their integration points.
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Business Suite 7
No more stovepipes : Flexible end-to-end processes
Deploy as you go : Stepwise projects and installation
No more upgrades : Enhance Pack = Innovation Packages
Dynamic : Re-usable enterprise services
Industry focused : Delivers integrated industry solutions Extensible : Easy expansion beyond ERP
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Companies Require Process Excellence to Meet BusinessRequirements New Reality
Driving a need to Develop loyalty and trust in
Business
Improve execution speed, reduce
complexity, optimize assets
Take action through insight
Requiring Business To: Ensure Global
Process Excellence
Improve Efficiency and
Reduce Costs
Making Better Decisions toCapture Opportunities
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SAP Business Suite 7
Process excellence
Introducing value scenarios
Consolidated industry
capabilities
Reduce cost
Delivering best-run Now
packages
Extending enhancement
packages
Capture opportunities
Creating better insight
Enabling faster flexibility
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SAP Business Suite 7 contd
As part of SAP Business Suite, SAP SRM provides a single, consolidated view ofthe procure-to- pay process including purchasing data from the SAP ERP
application, which can be viewed as a single display via a personalized
dashboard
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Harmonization of Procure-To-Pay within the SAPBusiness Suite
Procurement processes in your enterprise, from the creation of a purchaserequisition or shopping cart up to payment, are optimally supported by the
procure-to-pay scenarios that integrate functions of SAP Supplier Relationship
Management (SAP SRM) and SAP ERP and allow you to leverage the
strengths of both systems to optimize your procurement processes.
The following business scenarios specifically benefit from the
harmonization:
Service Procurement: Extend sourcing to MM customers and enhance
services via catalogs Central Contract Management: Central contracts repository in both SRM
and ERP
Strategic Sourcing with RFx: Making use of SRM RFx from ERP
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Harmonization of Roles Across SRM and ERP
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Traditional Approach With New SAP BusinessSuite
ERP Role SRM Role One Role
ERP SRM ERP SRM
Harmonization of Procure-To-Pay within the SAPBusiness Suite contd
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Harmonized UI via NetWeaver Portal
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Release Strategy for SRM One Client
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Business Suite 7.0: SRM Landscape
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SRM Architecture Overview
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SRM 5.0 was using ITS User Interface technology. SRM 7.0 uses NetWeaver Dynpro User Interface Technology along with the NetWeaver
Enterprise Portal.
For SRM 7.0, the Enterprise Portal is mandatory component.
Internet Pricing Configurator (IPC) 7.0 is part of the component AP 7.0
RFC-> Remote function Call
Data exchange via the application gateway using ABAP Web Dynpro Applications orBusiness Server Pages (BSP) technology
Data exchange via Java applet Live Auction Cockpit WPS (also via application gateway)
The following SAP SRM scenarios, where the Web front-end is based on ABAP WebDynpro technology, work on Data Exchange via the Application Gateway for
Applications with Web Frontends principle:
Self-Service Procurement, Plan-Driven Procurement, Service Procurement, CatalogContent Management, Spend Analysis, Strategic Sourcing with Bidding Engine butwithout LAC WPS & Contract Management
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SAP NetWeaver Process Integration (PI)
It comprises core components for modeling, designing, automating, and integrating the
processes of one or more application systems.SAP Process Integration requires a dedicated SAP Web Application Server.
This means that running applications in other clients of the same Web AS is not supported.
SAP GUI
The latest release of the SAP GUI software (such as SAP GUI 6.20) can be used with allthe previous SAP component releases.
SAP R/3 Plug-In
The SAP R/3 Plug-In is an interface for exchanging data between one or several SAP R/3systems and other SAP components. All SAP-industry-specific components based on SAPR/3 4.7 and higher SAP R/3 releases require an SAP R/3 Plug-In.
SAP NetWeaver Application Server (JAVA)Application Server (AS) is the application platform of SAP NetWeaver and, consequently, ofthe SAP Business Suite. It provides the technological foundation for all other SAP softwareunits. Since AS comprises the ABAP Engine, Java Engine or both, it can provide a runtimeenvironment for both ABAP and Java applications.
SRM Architecture Overview contd
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Software Component Matrix
Software Instance Self ServiceProcurement
StrategicSourcing
ServiceProcurement
Analytics(Spend Analysis
& Supplier
Evaluation)
Contract Mgnt
SAP SRM Server M M M O M
SAP NetWeaverBI and BI Content
O O O M O
SAP NetWeaver
EP and EP Content
M M M M M
SAP NetWeaver &
Adobe DocumentServices
M M M N.A. M
SAP NetWeaver PI & XI
Content
M M M N.A. M
SAP NetWeaver
TREX
O O O O O
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Software Instance Self Service
Procurement
Strategic
Sourcing
Service
Procurement
Analytics Contract
Mgnt
SAP ERP M M M O O
SAP SRM-MDM
Catalog
M O O O O
Legend: O = Optional (Business or Technology enhancement for this scenario)
M = Mandetory (minimum requirement for the deployment variants of this scenario)
N.A.Not applicable to this scenario
Software Component Matrix contd
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SRM Scenarios
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Course Overview
There are three basic SRM business and deployment scenarios depending on thekind of business you are in and what process is currently being used.
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Course Objectives
After completing this course, you will be able to:
Explain the different SRM Deployment scenarios
Explain the SRM Business scenarios
Describe the roles utilized in different business scenarios
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Business Example
You need to identify the Deployment and Business scenarios of SRM that willbest meet your company.s requirements.
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Classic
The Classic Integrationscenario supportsend users inretrieving desiredgoods and servicesfrom predefinedcatalogs
The back-endsoftware is theleading applicationfor the PO documentand subsequentdocuments
Goods receipt orinvoice creation cantake place in SAPSRM
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Back-end Software
AccountingMaterials
Management
Create
PReq
Create
Purchase
Order
Create
Invoice
CreateGoods
Receipt
Consultinginformation
AccountsPayable
SAP SRM
Create
ShoppingCart
Create
Purchase
Order
CreateInvoice
CreateGoods
Receipt
SAP SRM
Server
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Extended Classic
The extended classic integration scenariosupports the end-to-end procurement cycle
in SAP SRM; a copy of the necessary
documents is stored in the back-end
software
SAP SRM is the leading application for
the PO document and subsequentdocuments
A copy is the maintained in the back-end
software
Changes can only be made to the PO in
SRM. The changes are then replicated to
the copy in the backend
Users of the back-end software have full
visibility; even without touching SAP SRM
Goods receipt or invoice creation can take
place in SAP SRM or the back-end
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Back-end Software
AccountingMaterials
Management
Create
PReq
Create
Purchase
Order
Create
Invoice
Create
Goods
Receipt
Consulting
information
Accounts
Payable
SAP SRM
Create
Shopping
Cart
Create
Purchase
Order
Create
Invoice
Create
Goods
Receipt
SAP SRM
Server
Replication
of PO
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Standalone
The stand-alone integration scenariosupports back-end softwareintegration that is require only tokeep the underlying financialsystems synchronized
SAP SRM is the leading application
for the PO document andsubsequent documents
All tasks and activities take placewithin SAP SRM
Purchasing invoices are posted tothe underlying accounts payablesystem
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Back-end Software
AccountingMaterials
Management
Create
PReq
Create
Purchase
Order
Create
Invoice
Create
Goods
Receipt
Consulting
information
Accounts
Payable
SAP SRM
Create
Shopping
Cart
Create
Purchase
Order
Create
Invoice
Create
Goods
Receipt
SAP SRM
Server
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Classic Extended Classic Standalone
Shopping Cart SAP SRM SAP SRM SAP SRM
Approval SAP SRM SAP SRM SAP SRM
Purchase Order Backend system SAP SRM
(leading system)
and backend
system
SAP SRM
Goods Receipt Backend
system (can be
pre-entered in
SAP SRM)
Backend
system (can be
pre-entered in
SAP SRM)
SAP SRM (no
accounting posting
made in backend
system)
Invoice Backend
system (can be
pre-entered in
SAP SRM)
Backend
system (can be
pre-entered in
SAP SRM)
SAP SRM
(accounting
information sent to
backend system)
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Various Business Scenarios
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SRM Roles
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User Mapping
User mapping is used for Single Sign-On (SSO) to back-end systems. Usermapping maps a portal user ID to the user ID of the back-end system.
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Module 2: SAP Procurement Portfolio
Overview
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Lesson Overview
SAP offers a variety of solutions to support the Source to Pay process. This lessonwill introduce you to these different solutions.
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Lesson Objective
After completing this lesson, you will be able to:
Describe the features and integration aspects of SAP E-Sourcing.
Understand the master data maintenance
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Business Example
As a member of the Source to Pay team, you need to understand the otherSAP solutions that can build on your core Supplier Relationship Management
functionality. You want to evaluate the features and benefits of SAP E-Sourcing,
Contract Lifecycle Management and Spend Analytics.
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SAP Procurement Excellence:
Bridges the gap between strategic and operational to create greater time to value,
increased compliance and sustainable savings.
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SAP Procurement Portfolio
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SAP Procurement End to End Coverage
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Key Focus Areas
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SAP Spend Analytics
SAP Spend Analytics is SAP.s next-generation end-to-end spend analysis solution.It is an analytical application that helps companies gain a comprehensive view
of their spend data. It aggregates data from heterogeneous sources, supports da
cleansing and classification activities and provides a rich reporting and analysis
environment that offers both out-of-the-box and ad hoc analysis capabilities for
analyzing all spend data.
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SAP e-Sourcing
The SAP E-Sourcing application is Web-based software that helps you maximizesavings by automating and streamlining the strategic sourcing process across allof your supplier expenditures.
SAP E-Sourcing enables you to perform processes such as reporting,collaborative project management, online bidding, contract negotiation, and
contract management.
You can deploy SAP E-Sourcing according to your needs. For example, to get upand running quickly, the application can be hosted by SAP. Or, you can choose todeploy SAP E-Sourcing on your own infrastructure.
Suppliers can be given access to E-Sourcing to participate in processes such as
RFx, Auctions and Contract reviews.
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SAP e-Sourcing contd.
SRM E-SourcingFor Legal clause libraries and document
management functionality in contracts you
need to use Document Builder which as of
SRM 5.0 is not a standard delivered
solution with SRM
The E-Sourcing contracts have an advantage
over the SRM contracts primarily due to the
legal clause libraries and document
management functionality that does not exist
in SRM
No projects exists in SRM The Sourcing Projects can be used to enforcestandard procedures throughout the sourcing
process. The Projects in E-Sourcing are
completely independent of Projects in the ERP
system.
Supports Self service procurement Does not Support Self service procurement
It is integrated to SAP ECC using RFCs It is integrated with the SAP ECC system to
support master data and process integration.
This integration is made possible via PI.
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SAP e-Sourcing contd.
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SAP e-Sourcing contd.
The workbench is the default view for all users within E-Sourcing. The workbenchprovides channels of information to help users manage activity within the
application. These include:
Event calendars and To Do lists
Activity / Management reports Search functionality
Shared files
Alerts
Discussions
Training materials
Technical support information
Links to internal and external websites
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SAP Contract Lifecycle Management
The SAP Contract Lifecycle Management (SAP CLM) application supportsyour companys entire contract management process. The application
supports all contract types and can integrate with back-end systems in
support of contract compliance.
SAP Contract Lifecycle Management (CLM) contains all of the features andfunctionality of the Contract Management module within SAP E-Sourcing. Themain difference is that CLM can be used for the creating of Enterprise-widecontracts, such as Sales contracts.
CLM also includes the following features from E-Sourcing:
Projects
Business Partner Management (Supplier Management)
System Libraries (Clauses, Sections and Templates.)
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Master Data Maintenance
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Master Data Maintenance
Course Overview:
Understanding the Material /Product Master maintenance
What is a business partner and how are they used
The basic organization structure of the company
Course Objective:
You should be ale to create and use the master data in your SRM system
objectively
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Business Example
Your company needs to utilize the vendors and materials that already exist in its
ERP system within SAP SRM. Therefore, you need to explore the options for
creating and utilizing this master data in SAP SRM. You also need to understand
the role of the Organization Plan in SRM.
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Master Data Maintenance
Business Partners:
An internal or external business partner is created in SRM for every person,organization, or group of people that could be involved in a businesstransaction.
InternalRequisitioner, Purchasing company, location, ship-to address,strategic buyer. They are normally attached to the organization structure
ExternalWith role vendor or bidder. They are attached to the contactperson.
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Master Data Maintenance contd
Business Partnerscontd
Addresses: All addresses and address types are saved with the businesspartner. Vendors can be given permission to change their own addresses
Address Type Description
Ordering : The purchase order goes to this address
Ship-from : The goods are sent from this address
Invoicing party : The invoice is sent from this address
Ship-to : Goods are delivered here
Invoice recipient : The invoicing party sends the invoice here Goods recipient : Internal address of the receiving party
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Master Data Maintenance contd
Vendors
Through Backend
BBPGETVD
BBPUPDVD
BBP_VENDOR_SYNC
The vendors themselves are assigned to vendor groups; transactionPPOMV_BBP
Vendor Hierarchies : Vendor Hierarchies can be employed for reporting
purposes (mergers and acquisitions)
Terms of payment and Quality Management systems are only transferred ifthey have first been replicated. To do this, use the following reports:BBP_UPLOAD_PAYMENT_TERMS and BBP_UPLOAD_QM_SYSTEMS.
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Master Data Maintenance contd
Vendor Master in SRM : PPOMV_BBP
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Product Replication:
For Product categories: COMM_HIERARCHY
For direct materials: COMMPR01
Master Data Maintenance contd
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Organization Structure
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Root Node
Company CodeCompany CodeCompany Code
Departments Departments Departments
Local
Purchasing
Organization
Backend
Purchasing
Organization
Purchasing
Group
Purchasing
Group
Purchasing
Group
Purchasing
Group
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Organization Structure
Purchasing Organization and Groups in the organization structure can be defined
as follows:
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Attributes
Attributes are predefined values that are maintained for the various Org Units.
Company Codes
Plants
Storage Locations
Account Assignment Categories
Cost Centers
Catalogs
Purchasing Document Type
Attributes maintained at the Root Node in the Organization Plan are usuallyinherited by the nodes below it.
Changes or additions to inherited attributes at the lower nodes is also possible.
The attributes are utilized by users creating shopping carts. It may be possible fora user to have multiple values for a give attribute. For example, a user may morethan one account assignment category to choose from when creating a shoppingcart, such as Cost Center, Asset and WBS Element. In this case they could setone of these as their default and choose from the other options as needed.
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Module 3: Self-Service Procurement
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Self Service Procurement:Shopping Carts
Self Service Procurement:
Confirmations
Self Service Procurement:Invoices
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Self Service ProcurementShopping Carts
Lesson Overview
One of the main goal of SAP SRM implementation is to facilitate the process of
requesting goods and services for the employee
This is achieved by providing a user-friendly Web interface for shopping wherethe user can add items from the catalogues and also by other means like free text
carts, old shopping carts and templates etc.
This lesson details about the process of an employee ordering their own items
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Self Service ProcurementShopping Carts contd
Lesson Objectives
To describe the different ways to create shopping cart in SAP SRM
To explain the purpose of using catalogues in SAP SRM
To describe the approval workflows for shopping carts
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Self Service ProcurementShopping Carts contd
Self Service Procurement empowers the employees of the organization to createand manage their own requirements by creating shopping carts
It helps procurement departments to concentrate on more strategic
purchasing activities
Helps to abolish manual paper-based process which are error prone
Helps to reduce the transaction costs which are extremely high as compared
to the values of goods and services
Ensures compliance and reduces process costs by decentralizing the
purchasing process while maintaining central control with SAP Business
Workflow
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Self Service ProcurementShopping Carts contd
Self Service Procurement in SAP SRM provides the following:
A purchasing platform that complements a typical ERP based procure-to-pay
process and adds integrated, catalogue based requisitioning to the process
An easy to use procurement environment, empowering every employee in theenterprise to search for and buy items. It also ensures that transactions done
comply with the corporate purchasing policies and internal controls
It helps in decentralization of the process which enables to reduce overhead
and allows purchasing professionals to focus on managing relationshipsinstead of transaction
Role based tasks and workflows that free purchasing professionals to spend
more time on high-value sourcing and procurement tasks
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Self Service ProcurementShopping Carts contd
End users can create their own requisitions without intervention of the purchasing department
Key Features:
Wizard approach for occasional users
Support of direct and indirect business scenarios
Generation of a requisition, reservation or purchase order and even on behalf of other users
Team Purchasing concept
Availability check and assignment of source of supply
Specification of preferred vendor
Contracts and budget checks
Procurement cards
Old shopping carts and Public templates
Attachments and customer fields Ship-to address at item level
Cost Assignment to cost center, assets, orders and projects
Automatic lead time adjustment of delivery date
Distribute account assignment
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Self Service ProcurementShopping Carts contd
Create a Shopping Cart: The employee initiates the shopping process by creating a shopping cart
Employees can fill their shopping cart with goods / services
They can search for a suitable product in the catalogue or can describe the
requirement
They can hold the requirement or can place the order immediately
Catalogues in SAP SRM can be of following types:
Internally hosted catalogues: Purchasing control over the content that is
delivered by the supplier
Internal catalogs: Publishing of stock materials
External supplier catalogs: Its also know as Punch-out catalogs which is
accessed by the internet and managed by the supplier
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Navigation Areas:
The shopping cart has navigational designs to accommodate the needs of the causaluser, the frequent user and the purchaser user
The three interfaces are called wizard, simplified form and extended form
These screens are designed to be used by different category of users based upon thelevel of experience and needs
Below mentioned are the different shopping cart transactions:
Shopping Cart (Wizard): This template is for causal users with step by step instructions.It helps employees find, select and add goods or services to their shopping carts quicklyand easily
Shopping Cart (Professional): This template is used for more experienced users likepurchasers / purchasing assistants. This will have less steps as compared to the wizard
Shopping Cart on behalf of other users: This template helps the purchasers /purchasing assistants to buy goods on behalf of other users
Shopping Cart Templates: It helps to process recurring procurement transactionsefficiently
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Wizard:
The wizard navigational screen is intended for the occasional user who
doesnt spend much time ordering and doesnt get repetitive practice to
become familiar with the screens
It consists of three steps viz: Select goods / service, shopping cart, complete
and order
Users can see only one view at a time and therefore they can easily identify
what stage of the purchasing process they have reached
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Step 1: Select Goods / Services
In this step, users can select products through four methods:
Search catalogs
Reference existing templates
Directly enter an internal product number
Describe requirement
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Step 2: Shopping Cart
Step 2 displays the information
on the screen in concise
format:
The system only displaysthe information that is
actually required for the
purchasing process
You can modify the
information, delete / add
line items, check shopping
cart data forcorrectnessetc.
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Step 3: Complete and Order: Step 3 gives the user the below choices:
Order
Save
Giving meaningful name to the shopping cart
See the approval wokflow
Check the validity of the information
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Step 4: Confirmation:
Step 4 is the final step:
It displays a success message along with the shopping cart number
Print Preview
Shop again
Close
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Purchaser / purchasing assistant template:
The purchaser navigational screen is intended for the purchaser user
It consists of a vertical layered, single screen
This screen format allows the user to see all the steps in the shopping cart
process and quickly jump between area
This screen possesses additional functionality that doesnt exist in the wizard
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The Professional Shopping Cart:
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Additional features in shopping cart:
Account assignment: Cost center / asset / project / order / sales order /network. Also provision for cost distribution (Percentage, quantity or value)
Documents and Attachments: Vendor Text / Internal Note / Attachments
Ship-To Address
Availability: For stock materials only
Source of supply
Approval preview
Procurement cards: Only for local purchase order in standalone scenario
Budget display
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Shopping Cart Status and Processing:
Employees can check the status of the individual items in their shopping carts
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The following statuses exist:
Saved Held / Incomplete
Awaiting Approval Subject to an approval procedure
In Your Inbox View Items
Rejected
Contains Error
My Personal Template: Belongs to a template
Public Template (created centrally): Belongs to a public template
My Favourites (single item): Belongs to your favourite
Open for Confirmation Open for Invoice
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Follow-on documents:
When shopping cart items are completely approved, it gets converted to one
of the below mentioned follow-on documents.
Purchase requisition
Purchase order
Reservation
Goods receipt / Service entry sheets
Invoices
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Changes and Deleting
Changes: Employees can change the shopping cart under the following
conditions:
Follow-on documents are not yet created Shopping cart kept on hold
Shopping cart awaiting approval
Shopping cart has not been accepted
Deleting: Employees can delete the shopping cart if they no longer need the
items they have requested provided the shopping cart has no follow-on
documents created
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Catalog Scenarios
One of the main benefits of an e-procurement solution is the facility to use
catalogs. Catalogs provide a product listing along with extended product
information, including link to manufacturer and supplier data.
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The following catalog scenarios are supported:
External catalogs: Maintained by the vendor and hosted at the vendor site
Multi-supplier catalogs: Managed by a third-party content aggregator / a
marketplace
Catalogs hosted by the customer (Intranet): Managed by the customer itself.
This needs a catalog management tool e.g. SRM-MDM
Internal catalogs: Allows employees to request items from their own stock
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Workflow:
A flexible approval workflow enables organizations to manage the requisitioning ofgoods and services in full compliance with purchasing policies
SAP SRM provides two frameworks for approval workflows:
Application-controlled (Used in SAP SRM 5.0 and earlier versions)
Process-controlled (Introduced in SAP SRM 2007)
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Process Controlled Workflow:
Process Controlled Workflows are approval workflows based on SAP
Business Workflow, in which the modelled or configured process, and not the
application itself, controls the process flow.
A unified workflow template is used, and a process is evaluated by way ofprocess schema containing a set of distinct process levels.
The Business Rule Framework (BRF) can be applied to control further the
process flow.
Process controlled workflows model and carry out approval processes for
purchasing documents, such as shopping carts.
Approval process typically run on several process levels.
Throughout these process levels, a document can require different kinds of
checks and can involve agents with different roles.
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Application Controlled Workflow:
Application Controlled Workflows are approval workflows based on SAP
Business Workflow, in which the application itself is in control over the SAP
Business Workflow templates.
Multiple workflow templates can be used using different start conditions.
Standard Application-Controlled Workflows in SRM include either two levels of
approval, one level of approval or no approval based upon the value of the
shopping cart
In addition to this, Value limit workflow, Value limit n-step workflow, Multi-step
approval workflow, Shopping cart completion workflow, User budget workflow
etc. are also there.
Approval process typically run on several process levels.
Throughout these process levels, a document can require different kinds of
checks and can involve agents with different roles.
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Check Status:
Check status functionality of SAP SRM allows monitoring the status and
workflow of shopping carts and follow-on documents.
Key Features are: Checking the approval status
Changing and editing the shopping carts
Extensive search
Link to follow-on documents
Express confirmation and invoice
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Self Service Procurement: Confirmations
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Lesson Overview
This lesson provides an overview of confirmations in SAP Supplier
Relationship Management
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Lesson Objectives
To outline the different scenarios for confirmations in SAP SRM
To define the roles and their functions for processing confirmations
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Business Example:
This function is used in SAP SRM to confirm the delivery of goods, and enter services rendered and
hours worked.
Confirmation Scenarios:
Goods receipt, Service entry and Time entry are handled by one confirmation scenario
These are replaced by a single document: the confirmation
Confirmations can refer either to purchase orders created in SAP SRM, or to purchase orders
created outside SAP SRM in the back-end system.
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Two ways for employees or central goods recipients to save their confirmations:
Confirm Posts a document that has been processed completely.
Save It saves the confirmation as incomplete which can be completed at a later date.
Confirmations can be entered for purchase orders created in local or in backend
systems:
Local purchase orders create local confirmations
Backend purchase orders produce backend goods receipts
You can search for purchase orders that contain items yet to be confirmed or
confirmations that already have been created
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Return Delivery from Confirmations:
Return deliveries can be generated from confirmations
Reasons for the return delivery of goods can be entered
Confirmation Functions: Other functions become available after the confirmation is saved as mentioned below:
DisplayA list of confirmations is displayed
ChangeConfirmations can be changed that are in the status Held.
DeleteConfirmations can be deleted if the status is held, awaiting approval or saved
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Roles in Confirmations:
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There are several groups of users who can process confirmations:
Employees: Employees can confirm the receipt of goods or services they ordered,
modify the account assignment, add items, change confirmations before they are
approved and display confirmations. Confirmations entered by vendors or central
recipients are approved by the requestor
Vendors: Vendors can confirm the delivery of their goods. Service providers can enterservices that they performed
Central Recipients: Central recipients enter confirmations for groups of users. E.g.
Administrators who record all of the receipts for their departments
Internal Dispatchers: Internal dispatchers work at the receiving point. They distribute
the products to the recipients using their room number, or notify the actual receivers by
e-mail that their goods have arrived.
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Self Service Procurement: Invoices
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Lesson Overview
Invoices from vendors can be recorded in SAP SRM to complete the
procurement process
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Lesson Objectives
To outline the different scenarios for invoices in SAP SRM
To define the roles and their functions for processing invoices
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Invoice scenarios:
In SAP SRM, there are several functions for invoices or credit memos
The documents are created in the local or back-end system, depending on the location of the
previous documents such as purchase orders and confirmations
The approval process may be required based on business requirements
After the invoice is posted and approved or the credit memo is posted, the payment information is
transferred to corresponding back-end systems that contain the components Financial Accounting(FI) and Controlling (CO)
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Invoice for Back-End Purchase Orders:
Invoices can be entered for back-end purchase orders.
The data from the purchase order history is read automatically from the backend
system.
The invoice and the accounting document are posted in the backend system.
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Invoice for Local Purchase Orders:
Invoices can be entered for local purchase orders.
The data from the purchase order history is read automatically from the local SRMsystem.
The quantities ordered and received display in the browser for invoice entry
Only the accounting documents are posted in the backend system
Invoice without Purchase Order Reference:
Invoices can be entered for which no purchase orders or confirmations exist in thesystem.
For these types of invoices, data is entered normally from the vendor invoice that havebeen received by means of fax / paper form.
The invoice remains in SRM system and the accounting information is posted in thebackend system.
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Roles in Invoices:
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Invoice entry is controlled by employees, vendors or accountants depending upon
the business scenarios:
Employee:
Enter invoices and credit memos with or without reference to their purchase orders
Display, delete or reverse their invoices
Approve invoices enter by vendors or accountants
Vendors:
Vendors can enter invoices and credit memos with or without reference to their purchase orders
Display, delete or reverse their invoices
Send invoice documents in XML format or choose to print, fax or e-mail as the output form
Accountants:
Enter invoices and credit memos centrally with or without reference to purchase orders from
multiple employees
Display, delete or reverse their invoices
Send invoice documents in XML format or choose to print, fax or e-mail as the output form
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Questions