setting up release procedure for pr without cla

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Getting Started Newsletters Store Products Services & Support About SCN Downloads Industries Training & Education Partnership Developer Center Lines of Business University Alliances Events & Webinars Innovation Log On Join Us Hi, Guest Search the Community Activity Communications Actions Browse 0 Tweet 2 created by Dibyendu Patra on Dec 7, 2013 10:32 AM, last modified by Dibyendu Patra on Jan 28, 2014 7:52 PM Friends, Hope your doing fine. Recently I have done through a configuration for release strategy for Purchase Requisition without classification. Lets discuss about release strategy like what is release strategy? What are the prerequisites? What are the impacts? Release Strategy The main things of release strategy is to avoid any types of wrong or unauthorized purchasing document. SAP introduce the release procedure as an approvals of any purchasing document to avoid the wrong entry goes to further process. Suppose some user make a purchasing document with a high amount or wrong plant or wrong purchase organization(like as many fields), then if some is cross check the document he can find the wrong entry and it can be resolved by the user. But if no one there for cross check then the wrong document goes to further process, It can be hampered our work progress. So here is the release strategy to prevent this types of wrong entry. Naturally for release strategy needs these following component: Characteristics Class Release group Release Code Release indicator Release Strategy. Characteristics is property to describe the object's status, like as colour, length, weight. Class is group together similar object which have in common characteristics. Release Group is used for one or more release strategy. Its a group of release strategy, Suppose you have make one release strategy for PO and other release group for PR, then the both can be assign to one release strategy. We can assign Release Strategy in two way. 1. Overall release, 2. Item wise Release. Overall and Item wise release both can only possible for purchase requisition. For all other document we have to use overall release strategy. As we know we are going to set up release procedure without classification, so there are no need to maintain characteristics and class and release group. We can use release strategy only for Account Assignment Category, Material Group, Plant and Purchase requisition Value for without classification release strategy. And you have to use this for Item wise release. Release Code: Its code for a release strategy, it indicates the person who can release the purchase requisition. One release code assign to one person. Example as Manager, HOD, Vice President etc.. Configuration path = SPROIMGMMPurchasingPurchase RequisitionRelease ProcedureSet Up Procedure Without ClassificationRelease Codes Setting Up Release Procedure for PR without classification. Share 1 10 Like Version 2

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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.

    http://scn.sap.com/servlet/JiveServlet/showImage/102-49987-2-338605/ScreenShot.jpghttps://twitter.com/intent/tweet?hashtags=scn&original_referer=http%3A%2F%2Fscn.sap.com%2Fdocs%2FDOC-49987&related=dpatra0303&text=Setting%20Up%20Release%20Procedure%20for%20PR%20without%20classification.%20by%20%40dpatra0303&tw_p=tweetbutton&url=http%3A%2F%2Fscn.sap.com%2Fdocs%2FDOC-49987&via=SAPCommNethttp://scn.sap.com/servlet/JiveServlet/showImage/102-49987-2-338615/ScreenShot.jpghttp://twitter.com/search?q=http%3A%2F%2Fscn.sap.com%2Fdocs%2FDOC-49987
  • 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

    http://scn.sap.com/servlet/JiveServlet/showImage/102-49987-2-338599/ScreenShot.jpghttp://scn.sap.com/servlet/JiveServlet/showImage/102-49987-2-338598/ScreenShot.jpg
  • 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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    Like(1)

    SuseelanHariJan4,20144:37AM

    HiDev,Goodonerelatedtostrategy,prerequisitesandtheimpacts?Thankyouforsharingandkeepupthegoodwork.Iamwaitingtoseemorenewupdatesfor2014Regards,HariSuseelan

    Like(2)

    DibyenduPatraJan4,20144:39AM(inresponsetoSuseelanHari)

    ThankYouverymuchsir...YesIwill.....KeepinTouch..

    http://scn.sap.com/servlet/JiveServlet/showImage/102-49987-2-338608/ScreenShot.jpghttp://scn.sap.com/people/dev.patrahttp://scn.sap.com/community/erp/logistics-mm/tags#/?tags=material_managementhttp://scn.sap.com/community/erp/logistics-mm/tags#/?tags=purchasingjavascript:void(0);http://scn.sap.com/people/dev.patrahttp://wiki.scn.sap.com/wiki/display/ERPLO/Release+procedure+for+Purchase+Requisition+in+MMhttp://scn.sap.com/community/erp/logistics-mm/tags#/?tags=release_strategyhttp://scn.sap.com/community/erp/logistics-mm/tags#/?tags=mmhttp://scn.sap.com/community/erp/logistics-mm/tags#/?tags=purchase_requisitionhttp://scn.sap.com/community/erp/logistics-mm/tags#/?tags=sap_erp_logistics_materials_managementhttp://www.sdn.sap.com/irj/scn/go/portal/prtroot/docs/library/uuid/70fef212-b6cb-2c10-e085-c84b80d7068e?overridelayout=true&46072114636700http://scn.sap.com/people/harisuseelanhttp://scn.sap.com/people/harisuseelanhttp://scn.sap.com/servlet/JiveServlet/showImage/102-49987-2-338607/ScreenShot.jpghttp://scn.sap.com/community/erp/logistics-mm/tags#/?tags=pr
  • 7/7/2015 SettingUpReleaseProcedureforPRwithoutcla...|SCN

    http://scn.sap.com/docs/DOC49987 6/7

    Like(0)

    subburamvJan6,20145:54AM(inresponsetoDibyenduPatra)

    HiDevSir,Thanksforthedocument....NiceInformation.....Imhavingoneclarification...Isitpossibletousetwodifferentcurrenciesforareleasestrategyforreleaseprocedurewithoutclassification?Supposeifcompanycodecurrencyandvendorcurrenciesaredifferent..shallweusedifferentcurrenciesinreleaseprocedure?RegardsSubbu.

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    DibyenduPatraJan6,20146:02AM(inresponsetosubburamv)

    Wecanusedifferentcurrency..Butinreleasestrategy,wehavetodifferentaccountassignmentcategoryormaterialgrouporplant.

    Like(0)

    subburamvJan6,20147:22AM(inresponsetoDibyenduPatra)

    Thankssir..gotitnow...RegardsSubbu.

    Like(0)

    SeshaSBJan6,20146:27AM

    HiDev...Nicedocument..Yourcontributionsogoodanduptodate..RegardsSesha

    Like(0)

    PraneethPotluriJan28,20146:39AM

    Thankyouforthevaluabledocument.

    Like(1)

    SatishPatankarJan29,20149:04AM

    ThankyouDev.Averyusefuldocument.Itwillbegoodifyoucanincludeguidelinesastoinwhichcasesweshouldusereleasestrategywithclassification,andinwhichcaseswithoutclassification.Regards.SatishPatankar.

    Like(0)

    DibyenduPatraJan29,20149:07AM(inresponsetoSatishPatankar)

    Pointnoted..Thankyoufortheinformation..Iwillupdatethedocumentwiththisinformationassoonaspossible..

    Like(1)

    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

    Like(0)

    NarayanaNMay4,201510:48AM(inresponsetoRamyashreeP)

    ThankyouRamyashreeBestRegards,NarayanaN

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