6.

4 Shopping Cart
Using the shopping cart, company employees can procure the goods and services that they need for their
work area. This takes the pressure off the purchasing department, who in turn can concentrate on
strategic tasks, such as contractual negotiation.
Integration
This function is used in the business scenario Self-Service Procurement.
If shopping carts contain incomplete items (for example the supplier is not entered), purchasers receive a
work item in their Universal Worklist (UWL) for completion.
Prerequisites
To use shopping carts, you must have made the following settings in Customizing for SAP Supplier
Relationship Management:
 You have defined the organizational structure and the attributes of the organizational units in
Customizing forSAP Supplier Relationship Management under SRM Server Cross-Application Basic
Settings Organizational Management Change Organizational Plan .
 You have defined the back-end system where you create purchase orders, purchase requisitions, and
reservations. You do this in Customizing of SAP Supplier Relationship Management under SRM
Server Technical Basic Settings Define System Landscape and Define Back-End System for Product
Category.
 You have set up the catalogs in Customizing for SAP Supplier Relationship Management under SRM
Server Master Data Content Management Define External Web Services .
 You have specified which follow-on documents the back-end system or SAP SRM creates from the
shopping cart in Customizing for SAP Supplier Relationship Management under SRM Server Cross-
Application Basic Settings Define Objects in Back-End System (Purch. Reqs, Reservations, Purch. Orders) .

Note
To create service purchase orders in the back-end system, you use a back-end system with release SAP
R/3 4.0B or higher.
To order using procurement cards, ensure the following:
 The procurement cards have been configured in Customizing for SAP Supplier Relationship
Management under SRM Server Procurement Card
 Purchase orders are created locally in the SAP SRM system
 The supplier accepts the procurement card.
 When creating the shopping cart, the purchaser selects the product category that has been defined for
the procurement card in Customizing.
Features
User Interface Variants
In the Shop application, there are three user interface variants:
 Shopping Cart (Professional)
Purchasers or purchasing assistants can use the Professional user interface to fill shopping carts with
products quickly and easily.
 Shopping Cart (Wizard)
Employees can order products simply by using the Wizard user interface.
 Simplified Shopping Cart
Employees who occasionally request products or free-text items can use the simplified shopping cart
to order products in a fast and self-explaining way.
You can use the Business Add-In (BAdI) Change Display in Shopping Cart to override the standard settings
of the interface and tailor the interface to fit the requirements of your enterprise. You can access this BAdI
in Customizing for SAP Supplier Relationship Management under SRM Server Business Add-Ins (BAdIs)
Shopping Cart and Requirement Items Change Display in Shopping Cart .
Workflow
A workflow starts once the shopping cart is ordered. This workflow checks whether approval is required.
 If an approval is required, a work item is sent to the universal worklist (UWL) of the relevant approver.
 If no approval is required, the system creates the necessary follow-on documents, such as purchase
requisitions, purchase orders, or reservations, for the shopping cart. The shopping cart information
and the Customizing settings in your SRM system determine what types of documents are created
and what system they are created in.
For more information about approval workflows, see Process-Controlled Workflows.

Caution
You cannot delete items that have been approved and for which follow-on documents exist in the back-
end system. This applies under the following circumstances:
 A purchase requisition has been created and the Completed indicator has been set for it, or the quantity
received for the purchase order is equal to or greater than the quantity requested.
 A reservation has been created and the Final Issue indicator has been set for it, or the quantity
withdrawn is equal to the quantity requested.
 A purchase order has been created and the Delivery Completed indicator has been set for it, or a goods
receipt has been entered.

6.4.1 Shopping Cart (Wizard)

The Wizard is the default user interface for employees and is used for creating shopping carts in
the Employee Self-Services Work Center in the SAP NetWeaver Portal. It helps employees to find, select, and
add goods or services to their shopping carts quickly and easily.
Integration
 This function is used in the business scenario Self-Service Procurement.
 You can use the Business Add-In (BAdI) Change Display in Shopping Cart to override the standard
settings of the interface and tailor the interface to fit the requirements of your enterprise. You can
access this BAdI in Customizing for SAP Supplier Relationship Management under SRM Server
Business Add-Ins (BAdIs) Shopping Cart and Requirement Items Change Display in Shopping Cart .
Features
You can fill a shopping cart in the following ways:
 Find: The catalogs that support cross-catalog searches are displayed in a separate field. You can
enter a search term and start the search.
 Browse: You can search for products in individual catalogs, or you can transfer individual items or even
entire shopping carts from old purchase orders and templates to your new shopping cart.
 Free Text: If you have not been able to find an appropriate product in the catalogs, you can enter a
description of the required goods or services.
Once you have filled your shopping cart, you can display an overview of the budget, including the overall
budget and how much of the budget amount has been assigned. You can either order the shopping cart
straight away or save it for subsequent completion.
Once you choose Order, you receive a confirmation that states the number and the name of the shopping
cart.
You can then:
 Print the shopping cart
 Create a new shopping cart

6.4.2 Shopping Cart (Professional)

This user interface is available to users who have been assigned the Purchaser or Purchasing Assistant role
to fill shopping carts with products quickly and easily.
Integration
This function is used in the business scenario Self-Service Procurement.
Features
Identification Pane
You can see the number of the shopping cart, its name, status, creation date, the creator, and the total
value of all items in the cart.
General Data
You can do the following:
 Enter a unique name for the cart to facilitate subsequent searches
 Add a note to the person who is to approve the purchase and to the supplier
 Enter or change Default Settings for subsequent items in your shopping cart, such as cost assignments
and delivery addresses

Caution
These settings are not transferred to any existing items in the shopping cart.
 Preview the details of the approval process in your enterprise and add or remove a reviewer or
approver, as appropriate
 Display an overview of the budget, including the overall budget and how much of the budget amount
has been assigned
 Display changes to the procurement document
Item Overview — Adding Items
Under Item Overview, you can see a list of all items in the shopping cart.
To fill your shopping cart, you can either choose Add Item or specify free text and other entries manually.
Add Item
After choosing Add Item, you can select, for example, from the following options:
 Limit Item
You can create items with value limit and/or validity period. In this way, you can execute simple
procurement transactions quickly and easily. Such planned procurements are in the form of a general
description with a value limit. Up to this limit, confirmations for goods receipts or services, as well as
invoices can be entered. You can use the Business Add-In (BAdI) Change Display in Shopping Cart to
show or hide this link.
 Old Shopping Carts and Templates
You can transfer individual items or even entire shopping carts from old shopping carts and templates
to your new shopping cart.
 Cross-Catalog Search
If you select this option, the catalogs that support cross-catalog search are displayed in a separate
dialog box. You can enter a search term and start the search.
 As Service Order
You can order external staff or services. You can use the BAdI Change Display in Shopping Cart to show
or hide this link.
 As Service Request
You can request information on external staff or services from suppliers. You can use the BAdI Change
Display in Shopping Cart to show or hide this link.
 <Name of a specific catalog>
You can search for products in the individual catalogs that are listed.
Free Description
If you have not been able to find an appropriate product in the catalogs, you can enter a free text
description of the required goods or services in the Description field.
Item Details
For each of the items, several tabs are available where you can display and edit further details of the
item. Typically, the tabs comprise:
 Item Data
Lists the description, the product ID, the price, the delivery date, and so on.
 Notes and Attachments
Lists notes and attachments, such as:
o Note to Supplier: You can enter a text that is sent to the supplier.
o Internal Note: You can create internal notes to provide the approver or purchaser with more
information.
o Attachments: You can attach documents containing additional information for approvers.
 Delivery Address/Performance Location
Here, you can change the delivery address for the item.
 Account Assignment
You can display or change your account assignment data. You can assign accounts (also multiple
account assignment) to the following objects:
o Asset cost center
o Network
 o Order
o Sales Order
o WBS Element
You can copy the entered account assignment data to a clipboard and use it for further items in the
shopping cart.
 Partner Overview
 Availability
If the requested quantity is not available at the requested date, you can change the values, and check
the availability for a different quantity and date.
 Approval Process Overview
Adding or deleting an approver or a reviewer here only affects the displayed item, not all items in the
shopping cart.
 Related Documents
 System Info
Displays technical information about the SAP system that you are using, for example its name.
 Sources of Supply/Service Agents
The system displays the possible sources of supply (existing either in the back-end system or locally)
for the product or user-defined text items. If the system finds a unique source of supply, the source of
supply is assigned. If you do not want to use this source of supply, you can replace it by a preferred
supplier. If no preferred supplier or source of supply is assigned, the system creates an incomplete
purchase order (locally) or a purchase requisition (in the back-end).

Note
o If you are adding an item to the shopping cart:
You can either enter a preferred supplier or select a supplier from the supplier overview. The
suppliers from the supplier overview have a valid contract or purchasing info record, for example,
for the product. You can undo this assignment by choosing Delete, and then selecting another
supplier.
You can also access supplier lists compiled by your purchaser. The suppliers contained in a
supplier list are highlighted in the sources of supply list. Depending on the Customizing settings,
the system displays either all suppliers or just those in a supplier list.
o If you are changing an item in the shopping cart:
When you change a product category, company code, or plant, sourcing is carried out again.
o If the item you are adding or changing is a service item:
Only local sources of supply are available for local services. In the back-end system, no sources of
supply are available. You can select a supplier either via the sources of supply list or the supplier
list. In addition, you can also select a service provider. If you select the service provider first, the
supplier is assigned automatically.
o If the item you are adding or changing is a limit item:
The follow-on document can be a blanket purchase order. For blanket purchase orders, no sources
of supply are available. You can, however, select a supplier from the supplier list.