SRM overview mar-2011 IBM Global Business Services (c) 2007 IBM Corporation 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.
SRM overview mar-2011 IBM Global Business Services (c) 2007 IBM Corporation 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.
SRM overview mar-2011 IBM Global Business Services (c) 2007 IBM Corporation 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.
SRM Overview SRM Overview Mar-2011 IBM Global Business Services 2011 IBM Corporation 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
2 Mar-2011 SRM Overview IBM Global Business Services 2011 IBM Corporation 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 3 Mar-2011 SRM Overview IBM Global Business Services 2007 IBM Corporation Module 1: SRM Architecture 4 Mar-2011 SRM Overview IBM Global Business Services 2007 IBM Corporation Lesson Overview This lesson will provide an overview of the different software components that make up the SAP SRM solution. IBM Global Business Services 2007 IBM Corporation 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 IBM Global Business Services 2007 IBM Corporation 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. IBM Global Business Services 2011 IBM Corporation 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
8 Mar-2011 SRM Overview IBM Global Business Services 2011 IBM Corporation Companies Require Process Excellence to Meet Business Requirements 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 to Capture Opportunities IBM Global Business Services 2011 IBM Corporation 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 IBM Global Business Services 2011 IBM Corporation SAP Business Suite 7 contd As part of SAP Business Suite, SAP SRM provides a single, consolidated view of the procure-to- pay process including purchasing data from the SAP ERP application, which can be viewed as a single display via a personalized dashboard
IBM Global Business Services 2011 IBM Corporation Harmonization of Procure-To-Pay within the SAP Business Suite Procurement processes in your enterprise, from the creation of a purchase requisition 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
12 Mar-2011 SRM Overview IBM Global Business Services 2011 IBM Corporation Harmonization of Roles Across SRM and ERP 13 Mar-2011 SRM Overview Traditional Approach
With New SAP Business Suite
ERP Role SRM Role One Role ERP SRM ERP SRM Harmonization of Procure-To-Pay within the SAP Business Suite contd IBM Global Business Services 2011 IBM Corporation Harmonized UI via NetWeaver Portal 14 Mar-2011 SRM Overview IBM Global Business Services 2011 IBM Corporation Release Strategy for SRM One Client 15 Mar-2011 SRM Overview IBM Global Business Services 2011 IBM Corporation Business Suite 7.0: SRM Landscape 16 Mar-2011 SRM Overview IBM Global Business Services 2011 IBM Corporation SRM Architecture Overview 17 Mar-2011 SRM Overview IBM Global Business Services 2011 IBM Corporation 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 or Business 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 Web Dynpro technology, work on Data Exchange via the Application Gateway for Applications with Web Frontends principle: Self-Service Procurement, Plan-Driven Procurement, Service Procurement, Catalog Content Management, Spend Analysis, Strategic Sourcing with Bidding Engine but without LAC WPS & Contract Management
SRM Architecture Overview contd IBM Global Business Services 2011 IBM Corporation 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 all the 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/3 systems and other SAP components. All SAP-industry-specific components based on SAP R/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, of the SAP Business Suite. It provides the technological foundation for all other SAP software units. Since AS comprises the ABAP Engine, Java Engine or both, it can provide a runtime environment for both ABAP and Java applications.
SRM Architecture Overview contd IBM Global Business Services 2011 IBM Corporation Software Component Matrix Software Instance Self Service Procurement Strategic Sourcing Service Procurement
Analytics (Spend Analysis & Supplier Evaluation) Contract Mgnt SAP SRM Server M M M O M
SAP NetWeaver BI and BI Content O O O M O SAP NetWeaver EP and EP Content M M M M M SAP NetWeaver & Adobe Document Services 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 IBM Global Business Services 2011 IBM Corporation 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 IBM Global Business Services 2011 IBM Corporation SRM Scenarios 22 Mar-2011 SRM Overview IBM Global Business Services 2011 IBM Corporation Course Overview There are three basic SRM business and deployment scenarios depending on the kind of business you are in and what process is currently being used. IBM Global Business Services 2011 IBM Corporation 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 IBM Global Business Services 2011 IBM Corporation Business Example You need to identify the Deployment and Business scenarios of SRM that will best meet your company.s requirements. IBM Global Business Services 2011 IBM Corporation Classic The Classic Integration scenario supports end users in retrieving desired goods and services from predefined catalogs The back-end software is the leading application for the PO document and subsequent documents Goods receipt or invoice creation can take place in SAP SRM
26 Mar-2011 SRM Overview Back-end Software Accounting Materials 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 IBM Global Business Services 2011 IBM Corporation Extended Classic The extended classic integration scenario supports 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 subsequent documents 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
27 Mar-2011 SRM Overview Back-end Software Accounting Materials 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 IBM Global Business Services 2011 IBM Corporation Standalone The stand-alone integration scenario supports back-end software integration that is require only to keep the underlying financial systems synchronized
SAP SRM is the leading application for the PO document and subsequent documents All tasks and activities take place within SAP SRM Purchasing invoices are posted to the underlying accounts payable system
28 Mar-2011 SRM Overview Back-end Software Accounting Materials 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 IBM Global Business Services 2011 IBM Corporation 29 Mar-2011 SRM Overview 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) IBM Global Business Services 2011 IBM Corporation Various Business Scenarios 30 Mar-2011 SRM Overview IBM Global Business Services 2011 IBM Corporation SRM Roles 31 Mar-2011 SRM Overview IBM Global Business Services 2011 IBM Corporation User Mapping User mapping is used for Single Sign-On (SSO) to back-end systems. User mapping maps a portal user ID to the user ID of the back-end system.
IBM Global Business Services 2011 IBM Corporation Module 2: SAP Procurement Portfolio Overview 33 Mar-2011 SRM Overview IBM Global Business Services 2011 IBM Corporation Lesson Overview
SAP offers a variety of solutions to support the Source to Pay process. This lesson will introduce you to these different solutions. IBM Global Business Services 2011 IBM Corporation 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 IBM Global Business Services 2011 IBM Corporation Business Example As a member of the Source to Pay team, you need to understand the other SAP 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. IBM Global Business Services 2011 IBM Corporation SAP Procurement Excellence: Bridges the gap between strategic and operational to create greater time to value, increased compliance and sustainable savings.
37 Mar-2011 SRM Overview SAP Procurement Portfolio IBM Global Business Services 2011 IBM Corporation SAP Procurement End to End Coverage 38 Mar-2011 SRM Overview IBM Global Business Services 2011 IBM Corporation Key Focus Areas IBM Global Business Services 2011 IBM Corporation 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. IBM Global Business Services 2011 IBM Corporation SAP e-Sourcing The SAP E-Sourcing application is Web-based software that helps you maximize savings by automating and streamlining the strategic sourcing process across all of 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 up and running quickly, the application can be hosted by SAP. Or, you can choose to deploy 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. 41 Mar-2011 SRM Overview IBM Global Business Services 2011 IBM Corporation SAP e-Sourcing contd. SRM E-Sourcing For 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 enforce standard 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. IBM Global Business Services 2011 IBM Corporation SAP e-Sourcing contd. IBM Global Business Services 2011 IBM Corporation SAP e-Sourcing contd. The workbench is the default view for all users within E-Sourcing. The workbench provides 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 IBM Global Business Services 2011 IBM Corporation SAP Contract Lifecycle Management The SAP Contract Lifecycle Management (SAP CLM) application supports your 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 and functionality of the Contract Management module within SAP E-Sourcing. The main difference is that CLM can be used for the creating of Enterprise-wide contracts, 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.) IBM Global Business Services 2011 IBM Corporation Master Data Maintenance IBM Global Business Services 2011 IBM Corporation 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
IBM Global Business Services 2011 IBM Corporation 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. IBM Global Business Services 2011 IBM Corporation 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 business transaction.
Internal Requisitioner, Purchasing company, location, ship-to address, strategic buyer. They are normally attached to the organization structure
External With role vendor or bidder. They are attached to the contact person. 49 Mar-2011 SRM Overview IBM Global Business Services 2011 IBM Corporation Master Data Maintenance contd Business Partners contd
Addresses: All addresses and address types are saved with the business partner. 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
IBM Global Business Services 2011 IBM Corporation Master Data Maintenance contd Vendors
Through Backend BBPGETVD BBPUPDVD BBP_VENDOR_SYNC
The vendors themselves are assigned to vendor groups; transaction PPOMV_BBP
Vendor Hierarchies : Vendor Hierarchies can be employed for reporting purposes (mergers and acquisitions)
Terms of payment and Quality Management systems are only transferred if they have first been replicated. To do this, use the following reports: BBP_UPLOAD_PAYMENT_TERMS and BBP_UPLOAD_QM_SYSTEMS.
IBM Global Business Services 2011 IBM Corporation Master Data Maintenance contd Vendor Master in SRM : PPOMV_BBP
IBM Global Business Services 2011 IBM Corporation Product Replication:
For Product categories: COMM_HIERARCHY
For direct materials: COMMPR01
Master Data Maintenance contd IBM Global Business Services 2011 IBM Corporation Organization Structure 54 Mar-2011 SRM Overview Root Node Company Code Company Code Company Code Departments Departments Departments Local Purchasing Organization Backend Purchasing Organization Purchasing Group Purchasing Group Purchasing Group Purchasing Group IBM Global Business Services 2011 IBM Corporation Organization Structure Purchasing Organization and Groups in the organization structure can be defined as follows:
IBM Global Business Services 2011 IBM Corporation IBM Global Business Services 2011 IBM Corporation IBM Global Business Services 2011 IBM Corporation 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 usually inherited 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 for a user to have multiple values for a give attribute. For example, a user may more than one account assignment category to choose from when creating a shopping cart, such as Cost Center, Asset and WBS Element. In this case they could set one of these as their default and choose from the other options as needed.
58 Mar-2011 SRM Overview IBM Global Business Services 2011 IBM Corporation IBM Global Business Services 2011 IBM Corporation IBM Global Business Services 2011 IBM Corporation IBM Global Business Services 2011 IBM Corporation Module 3: Self-Service Procurement 62 Mar-2011 SRM Overview IBM Global Business Services 2011 IBM Corporation
Self Service Procurement: Shopping Carts Self Service Procurement: Confirmations Self Service Procurement: Invoices IBM Global Business Services 2011 IBM Corporation
IBM Global Business Services 2011 IBM Corporation Self Service Procurement Shopping 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 where the 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
IBM Global Business Services 2011 IBM Corporation Self Service Procurement Shopping 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
IBM Global Business Services 2011 IBM Corporation Self Service Procurement Shopping Carts contd Self Service Procurement empowers the employees of the organization to create and 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 IBM Global Business Services 2011 IBM Corporation Self Service Procurement Shopping 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 the enterprise 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 relationships instead of transaction
Role based tasks and workflows that free purchasing professionals to spend more time on high-value sourcing and procurement tasks
IBM Global Business Services 2011 IBM Corporation Self Service Procurement Shopping 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
IBM Global Business Services 2011 IBM Corporation Self Service Procurement Shopping 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
IBM Global Business Services 2011 IBM Corporation Self Service Procurement Shopping Carts contd Navigation Areas: The shopping cart has navigational designs to accommodate the needs of the causal user, 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 the level 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 quickly and easily Shopping Cart (Professional): This template is used for more experienced users like purchasers / 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 transactions efficiently
IBM Global Business Services 2011 IBM Corporation Self Service Procurement Shopping Carts contd 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
IBM Global Business Services 2011 IBM Corporation Self Service Procurement Shopping Carts contd 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
IBM Global Business Services 2011 IBM Corporation Self Service Procurement Shopping Carts contd Step 2: Shopping Cart
Step 2 displays the information on the screen in concise format: The system only displays the information that is actually required for the purchasing process You can modify the information, delete / add line items, check shopping cart data for correctness etc.
IBM Global Business Services 2011 IBM Corporation Self Service Procurement Shopping Carts contd 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
IBM Global Business Services 2011 IBM Corporation Self Service Procurement Shopping Carts contd 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
IBM Global Business Services 2011 IBM Corporation Self Service Procurement Shopping Carts contd 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
IBM Global Business Services 2011 IBM Corporation Self Service Procurement Shopping Carts contd The Professional Shopping Cart:
IBM Global Business Services 2011 IBM Corporation Self Service Procurement Shopping Carts contd 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
IBM Global Business Services 2011 IBM Corporation Self Service Procurement Shopping Carts contd Shopping Cart Status and Processing:
Employees can check the status of the individual items in their shopping carts
IBM Global Business Services 2011 IBM Corporation Self Service Procurement Shopping Carts contd 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
IBM Global Business Services 2011 IBM Corporation Self Service Procurement Shopping Carts contd 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
IBM Global Business Services 2011 IBM Corporation Self Service Procurement Shopping Carts contd 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 IBM Global Business Services 2011 IBM Corporation Self Service Procurement Shopping Carts contd 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.
IBM Global Business Services 2011 IBM Corporation Self Service Procurement Shopping Carts contd 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
IBM Global Business Services 2011 IBM Corporation Self Service Procurement Shopping Carts contd Workflow: A flexible approval workflow enables organizations to manage the requisitioning of goods 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)
IBM Global Business Services 2011 IBM Corporation Self Service Procurement Shopping Carts contd 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 of process 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.
IBM Global Business Services 2011 IBM Corporation Self Service Procurement Shopping Carts contd 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.
IBM Global Business Services 2011 IBM Corporation Self Service Procurement Shopping Carts contd 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
IBM Global Business Services 2011 IBM Corporation Self Service Procurement: Confirmations IBM Global Business Services 2011 IBM Corporation Self Service Procurement Confirmations contd Lesson Overview
This lesson provides an overview of confirmations in SAP Supplier Relationship Management IBM Global Business Services 2011 IBM Corporation Lesson Objectives
To outline the different scenarios for confirmations in SAP SRM
To define the roles and their functions for processing confirmations Self Service Procurement Confirmations contd
IBM Global Business Services 2011 IBM Corporation Self Service Procurement Confirmations contd 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.
IBM Global Business Services 2011 IBM Corporation Self Service Procurement Confirmations contd
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
IBM Global Business Services 2011 IBM Corporation Self Service Procurement Confirmations contd 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:
Display A list of confirmations is displayed Change Confirmations can be changed that are in the status Held. Delete Confirmations can be deleted if the status is held, awaiting approval or saved
IBM Global Business Services 2011 IBM Corporation Self Service Procurement Confirmations contd Roles in Confirmations:
IBM Global Business Services 2011 IBM Corporation Self Service Procurement Confirmations contd
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 enter services 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.
IBM Global Business Services 2011 IBM Corporation Self Service Procurement: Invoices IBM Global Business Services 2011 IBM Corporation Self Service Procurement Invoices Lesson Overview
Invoices from vendors can be recorded in SAP SRM to complete the procurement process
IBM Global Business Services 2011 IBM Corporation Self Service Procurement Invoices contd Lesson Objectives
To outline the different scenarios for invoices in SAP SRM
To define the roles and their functions for processing invoices
IBM Global Business Services 2011 IBM Corporation Self Service Procurement Invoices contd 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)
IBM Global Business Services 2011 IBM Corporation Self Service Procurement Invoices contd 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.
IBM Global Business Services 2011 IBM Corporation Self Service Procurement Invoices contd 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 SRM system. 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 the system. For these types of invoices, data is entered normally from the vendor invoice that have been received by means of fax / paper form. The invoice remains in SRM system and the accounting information is posted in the backend system.
IBM Global Business Services 2011 IBM Corporation Self Service Procurement Invoices contd Roles in Invoices:
IBM Global Business Services 2011 IBM Corporation Self Service Procurement Invoices contd 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
IBM Global Business Services 2011 IBM Corporation Questions 106 Mar-2011 SRM Overview