S21_BPP_EN_DE

EHP4 for SAP ERP 6.0

SAP SRM 7.0

March 2010

English

Strategic Sourcing with Request for Quotation (RFQ)

SAP AGDietmar-Hopp-Allee 1669190 WalldorfGermany

Business Process Documentation

SAP Best Practices Strategic Sourcing with Request for Quotation (RFQ) - BPD

Copyright

© 2010 SAP AG. All rights reserved.

No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP AG. The information contained herein may be changed without prior notice.

Some software products marketed by SAP AG and its distributors contain proprietary software components of other software vendors.

Microsoft, Windows, Excel, Outlook, and PowerPoint are registered trademarks of Microsoft Corporation.

IBM, DB2, DB2 Universal Database, System i, System i5, System p, System p5, System x, System z, System z10, System z9, z10, z9, iSeries, pSeries, xSeries, zSeries, eServer, z/VM, z/OS, i5/OS, S/390, OS/390, OS/400, AS/400, S/390 Parallel Enterprise Server, PowerVM, Power Architecture, POWER6+, POWER6, POWER5+, POWER5, POWER, OpenPower, PowerPC, BatchPipes, BladeCenter, System Storage, GPFS, HACMP, RETAIN, DB2 Connect, RACF, Redbooks, OS/2, Parallel Sysplex, MVS/ESA, AIX, Intelligent Miner, WebSphere, Netfinity, Tivoli and Informix are trademarks or registered trademarks of IBM Corporation.

Linux is the registered trademark of Linus Torvalds in the U.S. and other countries.

Adobe, the Adobe logo, Acrobat, PostScript, and Reader are either trademarks or registered trademarks of Adobe Systems Incorporated in the United States and/or other countries.

Oracle is a registered trademark of Oracle Corporation.

UNIX, X/Open, OSF/1, and Motif are registered trademarks of the Open Group.

Citrix, ICA, Program Neighborhood, MetaFrame, WinFrame, VideoFrame, and MultiWin are trademarks or registered trademarks of Citrix Systems, Inc.

HTML, XML, XHTML and W3C are trademarks or registered trademarks of W3C®, World Wide Web Consortium, Massachusetts Institute of Technology.

Java is a registered trademark of Sun Microsystems, Inc.

JavaScript is a registered trademark of Sun Microsystems, Inc., used under license for technology invented and implemented by Netscape.

SAP, R/3, SAP NetWeaver, Duet, PartnerEdge, ByDesign, Clear Enterprise, SAP BusinessObjects Explorer, and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP AG in Germany and other countries.

Business Objects and the Business Objects logo, BusinessObjects, Crystal Reports, Crystal Decisions, Web Intelligence, Xcelsius, and other Business Objects products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP France in the United States and in other countries.

All other product and service names mentioned are the trademarks of their respective companies. Data contained in this document serves informational purposes only. National product specifications may vary.

These materials are subject to change without notice. These materials are provided by SAP AG and its affiliated companies ("SAP Group") for informational purposes only, without representation or warranty of any kind, and SAP Group shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP Group products and services are those that are set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty.

© SAP AG of 21


Icons

Icon Meaning

Caution

Example

Note

Recommendation

Syntax

External Process

Business Process Alternative/Decision Choice

Typographic Conventions

Type Style Description

Example text Words or characters that appear on the screen. These include field names, screen titles, pushbuttons as well as menu names, paths and options.

Cross-references to other documentation.

Example text Emphasized words or phrases in body text, titles of graphics and tables.

EXAMPLE TEXT Names of elements in the system. These include report names, program names, transaction codes, table names, and individual key words of a programming language, when surrounded by body text, for example, SELECT and INCLUDE.

Example text Screen output. This includes file and directory names and their paths, messages, source code, names of variables and parameters as well as names of installation, upgrade and database tools.

EXAMPLE TEXT Keys on the keyboard, for example, function keys (such as F2) or the ENTER key.

Example text Exact user entry. These are words or characters that you enter in the system exactly as they appear in the documentation.

<Example text> Variable user entry. Pointed brackets indicate that you replace these words and characters with appropriate entries.

© SAP AG of 21


Contents

1 Purpose......................................................................................................................................... 5

2 Prerequisites.................................................................................................................................. 5

2.1 Master Data and Organizational Data....................................................................................5

2.2 Preliminary Steps...................................................................................................................6

2.2.1 Determining URL for System Logon................................................................................6

2.3 Roles...................................................................................................................................... 7

3 Process Overview Table................................................................................................................9

4 Process Steps............................................................................................................................. 11

4.1 Create Shopping Cart...........................................................................................................11

4.2 Approve Shopping Cart........................................................................................................12

4.3 Display Shopping Cart Status...............................................................................................13

4.4 Sourcing Cockpit Monitoring.................................................................................................13

4.5 Process Request for Quotation............................................................................................14

4.6 Approve Request for Quotation............................................................................................15

4.7 Confirm Request for Quotation Participation........................................................................16

4.8 Submit Quotation/Bid response............................................................................................17

4.9 Status Tracking of Request for Quotation.............................................................................18

4.10 Select Quotation/Bid response as Winner........................................................................18

4.11 Approve Quotation/Bid response......................................................................................19

4.12 Create Purchase Order.....................................................................................................20

4.13 Process Purchase Order...................................................................................................20

4.14 Status Tracking of Shopping Cart.....................................................................................21

© SAP AG of 21


Strategic Sourcing with Request for Quotation (RFQ)

1 PurposeThe purpose of this document is to provide a detailed description of the strategic sourcing with Request for Quotation (RFQ) procurement business process in SAP Best Practices for SRM. A request for quotation (RFQ) is an invitation extended to a vendor by a purchasing organization (purchase department) to submit a quotation (bid) for the supply of materials under certain terms and condition. A request for quotation will be created with reference to a purchase requisition. An RFQ contains general information such as the vendor's address, total quantities and delivery dates for the materials and the quotation submission date. The information will be copied from the requisition. In case the RFQ is created without any reference, all these will be entered manually

This process enables a purchasing employee to self-order new goods or services item that are being purchased for the first time in the organization. As such, there is no source of supply established for that item yet. An estimated item price is always provided by the purchasing employee for managerial approval. Subsequently, the operational purchaser will be required to take over this approved open requirement to transform it into a tendering document (i.e. RFQ) for a selected group of bidders for competitive price bidding. This RFQ document is subjected to managerial approval to adhere to the purchasing policy within the organization. Once quotations/bid responses have been submitted by the bidders, it allows the operational purchaser to compare the various quotations and select a winner. The winning quotation is also subjected to another round of managerial approval ensuring that the selection has been made with due diligent. A purchase order is created thereafter completing the requirement raised by the purchasing employee in the form of shopping cart.

This Business Process Documentation guides you through the step to create a shopping cart with an approval workflow with status tracking for progress monitoring of the shopping cart till the creation of a purchase order document awarding to a winning supplier/bidder. It also describes the purchaser steps to create an RFQ document from the SRM sourcing cockpit and publishing it for bidder’s submission with workflow approval. A purchase order is created once a winning quotation has been determined.

2 Prerequisites

2.1 Master Data and Organizational DataSAP Best Practices Standard Values

Essential master and organizational data was created in your SAP ERP system during the implementation phase, such as the data that reflects the organizational structure of your company and master data that suits its operational focus, for example, master data for materials, vendors, and bidders.

This master data usually consists of standardized SAP Best Practices default values, and enables you to go through the process steps of this scenario.

Additional Master Data (Default Values)

You can test the scenario with other SAP Best Practices default values that have the same characteristics.

Check your SAP ECC system to find out which other material master data exists.

© SAP AG of 21


Using Your Own Master Data

You can also use customized values for any material or organizational data for which you have created master data. For more information on how to create master data, see the Master Data Procedures documentation.

Use the following master data in the process steps described in this document:

Master data Value Comments

Material H11 Trading Good,PD,Reg.Trading

Plant 1000 Plant 1000

Purchase organization 1000 Purchase Organization 1000

Purchasing group 100 Purchasing Group 100

Employee EMPLOYEE1

Manager MANAGER1

Operational Purchaser PURCHASER2

Purchasing Manager MANAGER2

Bidder CPBIDDER01

CPBIDDER02

CPBIDDER03

Bidder1000 is a contact person BP from supplier organization 1000



2.2 Preliminary Steps

2.2.1 Determining URL for System Logon

UseIn this step, you find out the URL to logon to your SAP system for self-service procurement. The URL is determined during the system installation. The following description will lead you to the URL.

Procedure1. For the logon page the name of the path will be concatenated as follows:

https://<web server>:<port>/<nwbc service> (e. g. https://uxcirde.wdf.sap.corp:44320/default_host/sap/bc/nwbc).

© SAP AG of 21

https://uxcirde.wdf.sap.corp:44320/default_host/sap/bc/nwbc


1) You can call up transaction SMICM and choose Go to -> Services (Shift+F1) to find out the web server and port value.

2) For information on the correct NWBC service see SAP Note 1368177.

2. Enter the path in your browser address field and choose Enter.

ResultThis will open a browser window to log on to the SAP Business Suite system. Please bookmark that URL. The following text will refer to this URL as BS_Logon_page.

2.3 Roles

UseThe following roles must be available in your system to test this scenario in the SAP NetWeaver Business Client (NWBC). The roles as listed below must be assigned to the system users testing this scenario.

PrerequisitesThe Users have been assigned to the user who is testing this scenario.

User System User Initial

Password

Technical role name Process step

Employee EMPLOYEE1 <initial>

Change at first logon

/SAPSRM/EMPLOYEE - Create shopping cart

- Display shopping cart status

- Status tracking of shopping cart

Manager MANAGER1 /SAPSRM/MANAGER - Approve shopping cart

Operational Purchaser

PURCHASER2 /SAPSRM/OP_PURCHASER

SAP_AIO_PURCHASER-S

- Sourcing cockpit monitoring

- Process Request for Quotation

- Status tracking of Request for Quotation

- Select Quotation / Bid response as Winner

- Create purchase order

- Process purchase order

Purchasing MANAGER2 /SAPSRM/MANAGER - Approve Request for

© SAP AG of 21


User System User Initial

Password

Technical role name Process step

Manager

/SAPSRM/OP_PURCHASER

Quotation

- Approve winning Quotation / Bid response

Bidder 1 CPBIDDER01 /SAPSRM/BIDDER - Confirm Request for Quotation participation

- Submit Quotation / Bid response





© SAP AG of 21


3 Process Overview Table

Process step External process reference

Business condition

User Trans-action code

Expected results

Create shopping cart

– – Employee (SRM activity)

– Shopping cart is created in integrated SAP SRM system

Approve shopping cart

– – Manager (SRM activity)

– Shopping cart is approved in integrated SRM system

Display shopping cart status


– Shopping cart status is displayed in integrated SRM system

Sourcing cockpit monitoring

– – Operational purchaser (SRM activity)

– Open shopping carts are available for sourcing in integrated SAP SRM system

Process Request for Quotation

– – Operational Purchaser (SRM activity)

– Request for Quotation document is processed for publishing in integrated SAP SRM system

Approve Request for Quotation

– – Purchasing Manager (SRM activity)

– Request for Quotation document is approved in integrated SRM system

Confirm Request for Quotation participation

– – Bidder (SRM activity)

– Bidder confirm to participate in the Request for Quotation in integrated SRM system

Submit Quotation / Bid response

– – Bidder (SRM activity)

– Quotation is created for submission in the integrated SRM system

© SAP AG of 21


Process step External process reference

Business condition

User Trans-action code

Expected results

Status tracking of Request for Quotation


– All changes and events associated with the Request for Quotation document can be checked and displayed in the integrated SAP SRM system

Select Quotation / Bid response as Winner


– A Quotation / Bid response is accepted for approval in the integrated SAP SRM system

Approve Quotation / Bid response

– – Purchasing Manager (SRM activity)

– The accepted Quotation / Bid response is approved in the integrated SAP SRM system

Create purchase order


– A purchase order is created reference to the approved Quotation / Bid response in the SAP ERP system

Process purchase order

– – Operational Purchaser (ERP activity)

ME23N Purchase order is displayed in SAP ERP system

Status tracking of shopping cart


– All changes and events associated with the shopping cart document can be checked and displayed in the integrated SAP SRM system

© SAP AG of 21


4 Process Steps

Not all available SAP SRM functionality is preconfigured within the SAP Best Practices for SRM package. For example, the following functions are not preconfigured within this scenario:

Creation of collaboration folders Weighting and points system

In order to use this functionality additional configuration steps are required in the SAP Reference IMG.

4.1 Create Shopping Cart

UseIn this section you log on to the SRM Server and create a shopping cart.

Procedure

1. Log on to the SRM interface as an employee using the following link on your front-end PC:

SAP SRM

User Employee

Link BS_Logon_page

2. On the first screen of the NWBC interface you will find the user menu on the left and the application area on the right side of the screen. Choose Shop in the application area.

3. On the Shopping Cart screen in the application area, at the top you see the Shop in 4 Steps. In Step 1 (Select Goods/Service), select the Internal Goods/Service hyperlink.

4. A window of Add Internal Goods/Services is displayed.

5. Enter the product ID field as H11 and adjust the quantity and delivery date accordingly if the proposed default content is not valid. You have to enter a future delivery date which can accommodate the duration required from the RFQ activities (e.g. 60 days from current date).

6. Choose OK.

7. The added item has been inserted to the SRM shopping cart. You are in step 2 of the shopping cart wizard.

8. Choose the Details pushbutton to display the item details.

9. Under the Item Data section, provide an estimated price in the Price / Currency field for the approval workflow to be triggered.

10. Under the Account Assignment section, verify the correct accounting assignment objects have already been assigned. You can change by using the pull-down search list to search for the respective data in the Account Assignment Category, Assign Number and General Ledger Account fields

© SAP AG of 21


11. Under the Sources of Supply / Service Agents section, verify that no source of supply has been assigned since this is the first time such an item is being purchased.

12. Choose the Check pushbutton and you should see a message Shopping cart XXXXXXXX has no errors.

13. Choose Next. You are now in step 3 of the shopping cart wizard. You may rename the shopping cart. By default your shopping cart name shows your user name and the date and time you created the shopping cart. Please append the term RFQ to the default shopping cart name and continue with the Order pushbutton.

ResultYou have successfully created a shopping cart in step 4 of the shopping cart wizard and forwarded the shopping cart request to the approving manager. You may proceed to close the current browser window.

1. With the Shopping Area in the user menu, you can now check the status of your shopping cart. Select the Shopping Carts in the POWL queries and refresh it. Search for your shopping cart with the name of the shopping cart given above and check the status field. The status should be Awaiting Approval, after approval the status is Approved.

2. When the status is Approved in shopping cart details in the Related Documents section, you find the ‘In Purchaser’s Worklist’ status for the shopping cart item which has been transferred to the sourcing cockpit.

4.2 Approve Shopping Cart

UseIn this section the shopping cart is subjected to approval.

Procedure

1. Log on to the SRM interface as a manager using the following link on your front-end pc:

SAP SRM

User Manager

Link BS_Logon_page

2. On the first screen of the NWBC interface you will see the user menu on the left and the application area on the right side of the screen. In the user menu, choose Work Overview to display your Work item in the application area.

3. To select the appropriate item of your workflow, select the subject name to see further details and to approve the item.

4. Check the details of the shopping cart.Press Approve to approve the shopping cart.

ResultYou have successfully approved a shopping cart.

© SAP AG of 21


4.3 Display Shopping Cart Status

UseIn this section you log on to the SRM Server and display the shopping cart status and check if the shopping cart was approved.

Procedure


SAP SRM

User Employee

Link BS_Logon_page

2. Select Shopping Area in the user menu and select the Shopping Carts in the POWL queries by refreshing it. Find your shopping cart with the given name and verified that the status is being set to Approved.

3. In the Related Documents section, you find the ‘In Purchaser’s Worklist’ status for the shopping cart item which has been transferred to the sourcing cockpit.

4.4 Sourcing Cockpit Monitoring

UseIn this section all the shopping carts without a source of supply are converged into the sourcing cockpit and these requisitions can be used to generate into a follow-on documents such as RFQ, Auction, Purchase Order or even Contract.

PrerequisitesA shopping cart in the SRM system has been ordered successfully and being routed to the sourcing cockpit.

Procedure

1. Log on to the SRM interface as a operational purchaser using the following link on your front-end PC:

SAP SRM

User Operational Purchaser

Link BS_Logon_page

2. On the first screen of the NWBC interface you will see the user menu on the left and the application area on the right side of the screen. Press Purchasing on the horizontal navigation bar. From the left menu choose Sourcing Central Functions Carry out Sourcing to start the sourcing cockpit screen.

3. You are in the step 1 (Select requisition) of the Assign Sources of Supply screen. Provide the shopping cart number in the Number of Shopping Cart field which has been ordered by the

© SAP AG of 21


Employee in the search criteria fields. You may also searched by other generic criteria such as product, product category, purchasing organization, purchasing group, etc. that you are responsible for.

4. Choose Search pushbutton.

ResultA result list fulfilling to the search criteria are displayed in a tabular format. Each of the item entry can be selected for further processing into a follow-on document.

4.5 Process Request for Quotation

UseIn this section an RFQ document is created and published with the selected shopping cart items. The RFQ is always subjected to workflow approval.

PrerequisitesYou have searched and located the shopping cart items in the sourcing cockpit.

Procedure

1. Log on to the SRM interface as an operational purchaser using the following link on your front-end PC:

SAP SRM


Link BS_Logon_page

2. On the first screen of the NWBC interface you will find the user menu on the left and the application area on the right side of the screen.

3. On the sourcing cockpit Search Results screen, select the shopping cart item entry.

4. Choose Next pushbutton.

5. You are now in the step 2 (Assign Sources of Supply) of the Assign Sources of Supply screen.

6. Select the Create Draft pushbutton and select the RFx entry.

7. You are now in the step 3 (Review Drafts) of the Assign Sources of Supply screen.

8. Provide the transaction type RFQU : RFx.

9. Choose Process Selected Drafts pushbutton.

10. You are now in the step 4 (Summary Screen) of the Assign Sources of Supply screen.

11. The RFQ document number and status are shown. You choose the document number hyperlink to access to the RFQ document directly.

© SAP AG of 21


12. The RFQ document is now shown in displayed mode which allows you to browse the data being created. Next you have to complete the other RFQ fields like Submission Deadline and Bidders details to publish the RFQ.

13. Choose Edit pushbutton.

14. Under the RFx Information RFx Parameters section, you have to provide the submission deadline when the bidders have to complete their quotation/bid response submission. This deadline is a future date and time but it must be earlier than the item delivery date required in the shopping cart item (e.g. 30 days from current date).

15. Under the Bidders Bidder Overview section, you have to provide the bidders information whom will be invited to participate in this RFQ. Choose Search for Bidders pushbutton and select From Internal Directory to get the Search for Bidders screen displayed.

16. Selected the bidder entry based on the master data provided. You can select a few entries by holding the CTRL key and selecting the bidder entry.

17. Once you have selected all the required line entry, choose Add Selected Bidders pushbutton to transfer the bidder data into the RFQ document.

18. Choose Check pushbutton and you should see the message RFx is complete and contains no errors being displayed. For detail on the complete RFQ fields and usages, please refer to the SAP Help documentation.

19. Choose Publish pushbutton to publish the RFQ document.

ResultYou have successfully created and published an RFQ document for workflow approval.

4.6 Approve Request for Quotation

PrerequisitesAn RFQ document has been published.

Procedure

1. Log on to the SRM interface as a purchasing manager using the following link on your front-end PC:

SAP SRM

User Purchasing Manager

Link BS_Logon_page


3. To select the appropriate item of your workflow, select the subject name to see further details and to approve the item.

© SAP AG of 21


4. Check the details of the RFQ. To approve the RFQ, simply choose Approve.

ResultYou have successfully approved an RFQ.

Email notification is generated in system background sending to the bidders to inform them about the new RFQ events prompting the bidder to check the document in system.

You can now log on as operational purchaser and check if the RFQ was approved. Press Purchasing on the horizontal navigation bar. On the left menu choose SourcingOn the work centre select the RFxs in the POWL queries by refreshing it. Find your RFQ with the given name and verified that the status is being set to Published.

4.7 Confirm Request for Quotation Participation

PrerequisitesAn RFQ has been published and opened for bidder participation.

Procedure

1. Log on to the SRM interface as a bidder (bidder 1, bidder 2 and bidder 3, respectively) using the following link on your front-end PC:

SAP SRM

User Bidder 1

Bidder 2

Bidder 3

Link BS_Logon_page

2. On the first screen of the NWBC interface you will see the user menu on the left and the application area on the right side of the screen. In the user menu, choose RFx and Auctions to display the POWL query.

3. Select eRFxs in the POWL queries and refreshed it. Find the RFQ event number that was being notified and verified that the response status is set as No Bid Created.

4. Choose the RFQ event number hyperlink to display the RFQ document details.

5. Under the RFx Information RFx Parameters section, the submission deadline can be checked and also the remaining time for submission is also seen at the top of screen.

6. Under the Items Item Overview section, the product, product description and requested quantity can also be checked.

7. Choose Participate pushbutton. The message Your response has been sent; you will be informed of changes via e-mail is displayed on screen.

Repeat the steps for all bidders that confirm their participation (bidder 1, bidder 2 and bidder 3, respectively).

© SAP AG of 21


ResultYou have successfully published your intention to participate in the specified RFQ to the operational purchaser.

You can also log on as operational purchaser and check the participation status of the bidders. On the work center, choose Purchasing and select from user menu Sourcing Select the RFxs in the POWL queries by refreshing it. Find your RFQ with the given name and select the table entry. Choose the Responses and Awards pushbutton. On the Responses and Awards screen, you can check the intention of the bidders if they will be taking part in the RFQ under the Intent table column.

4.8 Submit Quotation/Bid response

PrerequisitesAn RFQ is opened for bidder submission.

Procedure

1. Log on to the SRM interface as a bidder (bidder 1, bidder 2 and bidder 3, respectively) using the following link on your front-end PC:

SAP SRM

User Bidder 1

Bidder 2

Bidder 3

Link BS_Logon_page

2. On the first screen of the NWBC interface you will see the user menu on the left and the application area on the right side of the screen. In the user menu, choose RFx and Auctions to display the POWL query.

3. Select the eRFxs in the POWL queries and refreshed it. Find the RFQ event number you have confirmed for participation and verified that the response status is set as No Bid Created.

4. Select the RFQ event number table entry and choose Create Response pushbutton. The Create RFx Response screen is displayed.

5. Under the Items Item Overview section, provide the Price field with a value (example 1000).

6. Choose Check pushbutton and you should see the message RFx is complete and contains no error being displayed.

7. Choose Submit pushbutton to submit the Quotation/RFx response and you should see the message RFx response XXXXXXXXXX submitted being displayed. For details on Quotation/RFx Response fields and usages, please refer to the SAP Help documentation.

Repeat the steps for all bidders that confirm their participation (bidder 1, bidder 2 and bidder 3, respectively).

© SAP AG of 21


ResultYou have successfully submitted the Quotation/Bid response for the RFQ.

4.9 Status Tracking of Request for Quotation

UseYou can log on as operational purchaser and check if any quotation/bid response has been submitted by the bidders.

Procedure


SAP SRM


Link BS_Logon_page

2. Press Purchasing on the horizontal navigation bar. On the left menu choose SourcingSelect the RFxs in the POWL queries by refreshing it. Find your RFQ with the given name and select the table entry. Choose the Responses and Awards pushbutton.

3. On the Responses and Awards screen, you can find out the response numbers created by the bidders as well as the corresponding response status which is set as Submitted status.

4.10 Select Quotation/Bid response as Winner

PrerequisitesAn RFQ has reaches it opening date.

Procedure


SAP SRM


Link BS_Logon_page

2. On the first screen of the NWBC interface you will find the user menu on the left and the application area on the right side of the screen. Press Purchasing on the horizontal navigation bar. On the left menu choose Sourcing

3. On the work centre select the RFxs in the POWL queries by refreshing it. Find your RFQ with the given name and select the table entry. Choose the Responses and Awards pushbutton.

4. On the Responses and Awards screen, you can display and verify all the responses that are submitted from the individual bidders.

© SAP AG of 21


5. Under the Response Activity section, select the response number table entry that you would like to award as the winning quotation. For response comparison details, please refer to the SAP Help documentation.

6. Choose the Edit pushbutton.

7. The Edit Response screen is displayed on screen. Choose the Accept pushbutton and the message RFx response XXXXXXXXXXXXXXX accepted is displayed.

ResultYou have successfully selected a quotation for acceptance and triggered the workflow approval for acceptance.

4.11 Approve Quotation/Bid response

PrerequisitesA quotation / bid response has been accepted.

Procedure

1. Log on to the SRM interface as a purchasing manager using the following link on your front-end PC:

SAP SRM

User Purchasing Manager

Link BS_Logon_page


3. To select an item of your workflow, select the subject name to see further details and to approve the item.

4. Check the details of the RFQ response. To approve the RFQ response, simply choose Approve.

ResultYou have successfully approved an RFQ response.

The system can be set up in that way that a message alert is generated in system background sending to the operational purchaser to inform him that the RFQ response has been approved. This feature is not preconfigured for this scenarios because of the set up of specific communications services (e.g. Internet/email).

© SAP AG of 21


4.12 Create Purchase Order

PrerequisitesAn RFQ response has been approved.

Procedure


SAP SRM


Link BS_Logon_page

2. On the first screen of the NWBC interface you will find the user menu on the left and the application area on the right side of the screen. Press Purchasing on the horizontal navigation bar. On the left menu choose Sourcing.

3. Select the RFxs in the POWL queries by refreshing it. Find your RFQ with the given name and select the table entry. Choose the Responses and Awards pushbutton.

4. On the Responses and Awards screen, the selected bid response is set as Accepted status after the approval.

5. Choose the response number hyperlink to access to the Response document directly.

6. Choose Create PurchaseOrder pushbutton. The message PO XXXXXXXXXX is in the process of transfer to back end is displayed.

ResultYou have successfully created a purchase order in SAP ERP.

4.13 Process Purchase Order

UseThis section is used to display and check the purchase order created in the ERP system.

ProcedureAccess the transaction using one of the following navigation options:

Option 1: SAP Graphical User Interface (SAP GUI)

SAP menu Logistics Materials Management Purchasing Purchase Order Display

Transaction code ME23N

Select the Other Purchase Order button and enter the purchase order number. Select the Other Document button and the purchase order document is displayed. Now you can verify the details of your purchase order.

© SAP AG of 21


Option 2: SAP NetWeaver Business Client (SAP NWBC)

SAP ERP


Link BS_Logon_page

On the first screen of the NWBC interface you will see the user menu on the left and the application area on the right side of the screen. To navigate to the work center press Purchasing on the horizontal navigation bar. On the work centre, choose Purchasing and select from user menu Purchase Orders Display Purchase Order to display the purchase order document.

ResultA purchase order has been created in the SAP ERP system to complete the open requirement raised by a shopping cart originated in the SRM system.

4.14 Status Tracking of Shopping Cart

UseIn this section an employee could monitor the RFQ, RFQ response and purchase order document status relevant for his shopping cart.

Procedure


SAP SRM

User Employee

Link BS_Logon_page

2. On the first screen of the NWBC interface you will find the user menu on the left and the application area on the right side of the screen. Choose Shopping Area in the user menu.

3. Select the Shopping Carts in the POWL queries and refresh it. Search for your shopping cart and select the Shopping Cart Number hyperlink to display the document details.

4. In the Related Documents section, you find the complete number for the respective RFQ, RFQ response and purchase order documents.

© SAP AG of 21

S21_BPP_EN_DE

Documents

Transcript of S21_BPP_EN_DE