setting up release procedure for pr without cla
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PR Release StrategyTRANSCRIPT
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7/7/2015 SettingUpReleaseProcedureforPRwithoutcla...|SCN
http://scn.sap.com/docs/DOC49987 1/7
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createdbyDibyenduPatraonDec7,201310:32AM,lastmodifiedbyDibyenduPatraonJan28,20147:52PM
Friends,Hopeyourdoingfine.RecentlyIhavedonethroughaconfigurationforreleasestrategyforPurchaseRequisitionwithoutclassification.Letsdiscussaboutreleasestrategylikewhatisreleasestrategy?Whataretheprerequisites?Whataretheimpacts?ReleaseStrategyThemainthingsofreleasestrategyistoavoidanytypesofwrongorunauthorizedpurchasingdocument.SAPintroducethereleaseprocedureasanapprovalsofanypurchasingdocumenttoavoidthewrongentrygoestofurtherprocess.Supposesomeusermakeapurchasingdocumentwithahighamountorwrongplantorwrongpurchaseorganization(likeasmanyfields),thenifsomeiscrosscheckthedocumenthecanfindthewrongentryanditcanberesolvedbytheuser.Butifnoonethereforcrosscheckthenthewrongdocumentgoestofurtherprocess,Itcanbehamperedourworkprogress.Sohereisthereleasestrategytopreventthistypesofwrongentry.Naturallyforreleasestrategyneedsthesefollowingcomponent:CharacteristicsClassReleasegroupReleaseCodeReleaseindicatorReleaseStrategy.Characteristicsispropertytodescribetheobject'sstatus,likeascolour,length,weight.Classisgrouptogethersimilarobjectwhichhaveincommoncharacteristics.ReleaseGroupisusedforoneormorereleasestrategy.Itsagroupofreleasestrategy,SupposeyouhavemakeonereleasestrategyforPOandotherreleasegroupforPR,thenthebothcanbeassigntoonereleasestrategy.WecanassignReleaseStrategyintwoway.1.Overallrelease,2.ItemwiseRelease.OverallandItemwisereleasebothcanonlypossibleforpurchaserequisition.Forallotherdocumentwehavetouseoverallreleasestrategy.Asweknowwearegoingtosetupreleaseprocedurewithoutclassification,sotherearenoneedtomaintaincharacteristicsandclassandreleasegroup.WecanusereleasestrategyonlyforAccountAssignmentCategory,MaterialGroup,PlantandPurchaserequisitionValueforwithoutclassificationreleasestrategy.AndyouhavetousethisforItemwiserelease.ReleaseCode:Itscodeforareleasestrategy,itindicatesthepersonwhocanreleasethepurchaserequisition.Onereleasecodeassigntooneperson.ExampleasManager,HOD,VicePresidentetc..Configurationpath=SPROIMGMMPurchasingPurchaseRequisitionReleaseProcedureSetUpProcedureWithoutClassificationReleaseCodes
SettingUpReleaseProcedureforPRwithoutclassification.
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7/7/2015 SettingUpReleaseProcedureforPRwithoutcla...|SCN
http://scn.sap.com/docs/DOC49987 2/7
Heremaintainthereleasecodeasperyourrequirement.AsthereIhavemaintainedthreereleasecodeas01PurchaseManager,02PurchaseHead,03Director.Itmeans3personcanbereleasethereleasestrategy.Saveyourdata.ReleaseIndicator:Releaseindicatorindicatesthestatusofthepurchasingdocument,thatitisreleasedornot.ForPRitcanbereleaseforparticulardocumentlikePO,RFQetc.Configurationpath=SPROIMGMMPurchasingPurchaseRequisitionReleaseProcedureSetUpProcedureWithoutClassificationReleaseindicator
Asyoucanseethereare3checkboxindetailstab.1.FirmedforReq.planningItsusedforyourrequisitionisfixedornot.2.ReleasedforQuotationItsusedforPRtoRFQprocess.(ItmeansyoucancreateonlyRFQfromthisPR)3.ReleasedforissueofPOItsusedforPRtoPOprocess(ItmeansYoucancreatePOonlyfromPR)FieldSelectionisusedforthefieldwillappearwhenthepurchaserequisitionisreleased.youcanchangethefieldselectionfromfieldselectionconfiguration.
Changeable,newreleaseincaseofnewstrategy
1Cannotbechanged2Changeable,nonewdeterminationofstrategy3Changeable,newreleaseincaseofnewstrategy4Changeable,newreleaseincaseofnewstrat.orval.changeHavealookintotheoption,itsdescribeitself.Itindicateshowthesystemreactsafterthestartofreleasestrategy.Valuechangeisapercentageofthevaluewhichcanincreasefortherequisition.Saveyourdata.AssignReleaseIndicatorsThereleaseindicatorassigntoindividualpersonoradepartmentforwithoutclassificationreleasestrategy.Configurationpath=SPROIMGMMPurchasingPurchaseRequisitionReleaseProcedureSetUpProcedureWithoutClassificationAssignReleaseIndicators
HeretheC1,C2,C3etcetcindicatesasadepartmentorindividualperson.Maintainheretheindicatorasperyourrequirement.Saveyourdata.
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7/7/2015 SettingUpReleaseProcedureforPRwithoutcla...|SCN
http://scn.sap.com/docs/DOC49987 3/7
(Note:Ifyouprocessthenextstepfirsttheyoudonothavetomaintainitmanuallyasperreleaseprerequisites,itwillautomaticfilledbysystem)ReleasePoints:PrerequisitesThisprerequisitesindicatesthereleasesimulation.Whowillbefirstpersonforrelease,thesequenceofreleaseprocedure.Configurationpath=SPROIMGMMPurchasingPurchaseRequisitionReleaseProcedureSetUpProcedureWithoutClassificationReleasePoints:Prerequisites
Heremaintainreleasestrategyandcodescommunicatingwithentity.Entityindicates3types
Releasestatuswillnotbeset
XReleasestatuswillbeset+ReleasestatusaprerequisiteXindicatesthatthepersoncanbereleasethepurchasingdocument.+indicatesthatThepersoncanbereleaseafterfirstperson.HereIhavemaintain01codeasfirstreleaseapprovals.02willbethesecondreleaseapprovals(after01release,if01innotapproved,then02cantbeabletoapprovethedocument)03willbethelastpersontoreleaseapprovals(After01and02release,if01and02botharenotapprovedthen03isnotabletoapprovethedocument)Enterthesimulationasperyourrequirement.Saveyourdata.DeterminationofReleaseStrategyInthisstepwehavetodeterminethereleasestrategy,Howandwhichvalueiseffectableforreleasestrategy.Configurationpath=SPROIMGMMPurchasingPurchaseRequisitionReleaseProcedureSetUpProcedureWithoutClassificationDeterminationofReleaseStrategy
Maintainhereasperyourrequirement.HereIhavemaintainedaccountassignmentcategoryasK,MaterialgroupZYRN,PlantLX01andvalueisblank.(Theblankmeansthevaluewillbeanything,releasestrategywillbetrigger,youcanusethisforeveryfield)IfthisrequiredisfulfillinpurchaserequisitionthenthereleasestrategyS1willbetrigger.Saveyourdata.DocumentTypeConfigurationWehavetounticktheoverallreleasefordocumenttypeinpurchaserequisition.Configurationpath=SPROIMGMMPurchasingPurchaseRequisitionDefineDocumentTypes
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7/7/2015 SettingUpReleaseProcedureforPRwithoutcla...|SCN
http://scn.sap.com/docs/DOC49987 4/7
Unticktheoverallreleasefordocumenttype.Ourconfigurationisdone,Nowwearegoingtotestthereleasestrategy.GotoME51N,createthePurchaseRequisition,withaccountassignmentcategoryK,materialgroupZYRN,plantLX01.
Herewecanseeourreleasestrategyhasbeeneffectedasperourconfiguration.NowSaveyourPurchaseRequisition.AndgotoME54N.
SeewecanthePurchasemanageronlycanreleasethePRfirst.AfterreleasedbyPurchasemanageritwillshownlikebelow:
http://scn.sap.com/servlet/JiveServlet/showImage/102-49987-2-338604/ScreenShot.jpghttp://scn.sap.com/servlet/JiveServlet/showImage/102-49987-2-338606/ScreenShot.jpghttp://scn.sap.com/servlet/JiveServlet/showImage/102-49987-2-338603/ScreenShot.jpg -
7/7/2015 SettingUpReleaseProcedureforPRwithoutcla...|SCN
http://scn.sap.com/docs/DOC49987 5/7
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NowthePurchaseheadcanreleasethePR,AfterreleasedbyPurchasehead,Directorcansetthefinalrelease.
Asyoucanseewhenthe3personreleasethePR,thestatusofPurchaserequisitionisopenedforFixedRFQ/PurchaseOrder.Hopethiswillhelptoalluser,whowantstoconfigurereleasestrategywithoutclassification.ReleasestrategywithclassificationhasbeenveryclearlydescribeonthisdocumentReleaseprocedureforPurchaseRequisitioninMMERPOperationsSCNWikihttp://www.sdn.sap.com/irj/scn/go/portal/prtroot/docs/library/uuid/70fef212b6cb2c10e085c84b80d7068e?overridelayout=tThanksDevPatraSapMMAssociateConsultant.
8014ViewsProducts:sap_erp_logistics_materials_managementTags:mm,purchasing,purchase_requisition,material_management,pr,
release_strategy
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SuseelanHariJan4,20144:37AM
HiDev,Goodonerelatedtostrategy,prerequisitesandtheimpacts?Thankyouforsharingandkeepupthegoodwork.Iamwaitingtoseemorenewupdatesfor2014Regards,HariSuseelan
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DibyenduPatraJan4,20144:39AM(inresponsetoSuseelanHari)
ThankYouverymuchsir...YesIwill.....KeepinTouch..
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7/7/2015 SettingUpReleaseProcedureforPRwithoutcla...|SCN
http://scn.sap.com/docs/DOC49987 6/7
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subburamvJan6,20145:54AM(inresponsetoDibyenduPatra)
HiDevSir,Thanksforthedocument....NiceInformation.....Imhavingoneclarification...Isitpossibletousetwodifferentcurrenciesforareleasestrategyforreleaseprocedurewithoutclassification?Supposeifcompanycodecurrencyandvendorcurrenciesaredifferent..shallweusedifferentcurrenciesinreleaseprocedure?RegardsSubbu.
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DibyenduPatraJan6,20146:02AM(inresponsetosubburamv)
Wecanusedifferentcurrency..Butinreleasestrategy,wehavetodifferentaccountassignmentcategoryormaterialgrouporplant.
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subburamvJan6,20147:22AM(inresponsetoDibyenduPatra)
Thankssir..gotitnow...RegardsSubbu.
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SeshaSBJan6,20146:27AM
HiDev...Nicedocument..Yourcontributionsogoodanduptodate..RegardsSesha
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PraneethPotluriJan28,20146:39AM
Thankyouforthevaluabledocument.
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SatishPatankarJan29,20149:04AM
ThankyouDev.Averyusefuldocument.Itwillbegoodifyoucanincludeguidelinesastoinwhichcasesweshouldusereleasestrategywithclassification,andinwhichcaseswithoutclassification.Regards.SatishPatankar.
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DibyenduPatraJan29,20149:07AM(inresponsetoSatishPatankar)
Pointnoted..Thankyoufortheinformation..Iwillupdatethedocumentwiththisinformationassoonaspossible..
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RanjeetsinghJan29,20144:41PM
HiDev,Superbkeepupthegoodwork,sharingknowledgeisthemainobjectiveoftherealconsultantand
youhavethequalityofbeingbestMMconsultant
NarayanaNApr11,201411:41AM
Usefuldocument GudoneDev.Thankyou,NarayanaN
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7/7/2015 SettingUpReleaseProcedureforPRwithoutcla...|SCN
http://scn.sap.com/docs/DOC49987 7/7
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RamyashreePApr28,20156:00AM
Helpfuldocument .RegardsRamya
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NarayanaNMay4,201510:48AM(inresponsetoRamyashreeP)
ThankyouRamyashreeBestRegards,NarayanaN
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