Overview
- Sourcing expansion
- Hierarchical product category search
- F4 Hierarchy search for product categories
- Purchasing group determination
- Supplier matrix
- PM Integration
- Transfer file attachments to the backend and send as an attachment by e-mail
- Reports
- Examinations
- Catalog data transfer
- Workflow extensions
- Organization-dependent substitute control for goods receipt posting
- Product master
- Customization of Internet templates to customer requirements
- Customization and creation of customer-specific F4 aids
- Data conversion when transferring the data to the backend system
- Customized control of delivery addresses
- Transfer of statistical material group to the R/3 system
- Credit note procedure
Sourcing expansion
- The sourcing extension in the SAP R/3 system integrated solution mapped in SRM
- It is used for the simple procurement of stock and non-stock items – e.g. in maintenance – that have an SAP R/3 material number in the SAP system.
- Automatic source determination takes place in the catalog systems connected to SRM. This means that it is no longer necessary to maintain purchasing info records/contracts.
- A shopping cart is created directly from the sourcing extension. The subsequent process corresponds to the respective shopping cart processing.
- Functions of the sourcing worklist:
- Create shopping cart
- Automatic source determination
- Manual jump to the specified catalog; transfer of the selected item via OCI
- Status display, adding notes, manual selection of the source of supply via input help
Hierarchical product category search
- The value help product category is displayed as a hierarchical tree.
- You can search for the product category via the hierarchy or via ID/description.
- The hierarchy is mapped via a separate table or via hierarchy resolution of a classification standard
- Exclusion of certain product categories via a separate table
- It would be possible to extend the display with additional fields (e.g. assigned purchasing group)
- See also: SRM – Hierarchical product category search in SRM
Purchasing group determination
- Quick and easy maintenance of the purchasing group assignment via Excel upload is possible
- The system checks whether a purchasing group exists for all criteria
- Assignment of the purchasing group to product category / plant level or supplier catalog
Supplier matrix
- In the supplier matrix, eligible suppliers are assigned to the respective product categories and plants
- Only one permitted supplier can then be selected in a free text shopping cart
- Quick and easy maintenance of the supplier matrix via Excel upload
- Product categories can also be specified in intervals
- It is possible to exclude individual product categories
Reports
- Delivery date monitoring
- Listing of delivery backlogs for user, supplier, date, shopping cart
- Information in the event of missing goods receipts
- Informs the user of a shopping cart by e-mail if goods receipts are x days overdue
- Among other things, the report takes into account whether the order has been released in the backend or at least one message has been successfully processed in SAP R/3
Check when setting up the shopping cart
- Output error message if price is empty
- Warning message output if the specified minimum order quantity stored in the catalog is not reached or is not a multiple thereof
- Check whether the same account assignment category is unique in an item
- Various checks against the backend system
- Check whether dummy product category has been selected
- Check for commodity code
- Inspection, procurement of items in stock
Transfer of catalog data – Extensions
- Transfer of customer fields
- eCl@ss conversion
- Purchasing group determination depending on the catalog or vendor called up
Conversion of material master number
Approval workflow
- Implementation of the position-based approval workflow
- Conditions and approval levels are stored in a table that can be maintained via an Excel upload
- Mapping the conditions and stages within the organizational model
- Repeated start of the entire approval workflow when changes are made to the shopping cart
Procurement of stocked materials
- The SRM shopping cart can be used to procure materials in stock.
- A BANF / purchase order without account assignment is created in the backend system
- Goods receipt takes place centrally or is posted in the SAP R/3 system
Documents for download