POWL User Interface Optimization

You can choose to display only the most important fields on the personal object worklist (POWL) user interface and restrict sorting to sorting-relevant fields. These changes apply to shopping carts and confirmations. By doing so, you optimize the available space on the user interface. You can unhide fields that are hidden by default by changing the POWL personalization settings.

To implement this function, activate the Customizing switch POWL User Interface

Optimization(SRM_701_POWL_UI_OPTIMIZATION) in Customizing for SAP Supplier Relationship Management under: SRM Server Cross-Application Basic Settings POWL and Advanced Search Activate/Deactivate POWL Optimization .

For more information, see Personal Object Worklist.

2.7 SRM, Continuous Innovations

Technical Data

Technical Name of Business Function SRM_CONT_IMPR_1

Type of Business Function Enterprise Business Function

Available As Of SAP enhancement package 1 for SAP SRM 7.0

Technical Usage SRM

Application Component RFx (SRM-EBP-BID)

RFx Response (SRM-EBP-QUO)

(SRM-EBP-PD) Directly Dependent Business Function Requiring Activation in

Addition

Not relevant

You can use this business function to enhance the usability and the performance of specific SAP Supplier Relationship Management (SAP SRM) functions, and to implement new state-of-the-art functions.

Note

You can revert this business function. To do so, perform the following steps:

1. Check whether there are limitations at Customizing switch level. You can find this information in the business function description and in the documentation of the Customizing switch in Customizing for SAP Supplier Relationship Management. If there are no limitations, deactivate the Customizing switch or switches in Customizing for SAP Supplier Relationship Management.

2. Run transaction Switch Framework Customizing (SFW5), select the business function, and deselect theRevertible checkbox. To do this, you need special authorizations.

3. Save and activate your changes.

Note

If you do not deactivate all the Customizing switches assigned to a business function, a warning is issued.

Prerequisites

You have installed the following components as of the version mentioned:

Type of Component

Component Is Needed Only for the Following Features

Software Component

SRM_SERVER 701

Enhancement Package

SAP enhancement package 3 or higher for SAP ERP 6.0

Customizing switch Link to SAP ERP Documents(SRM_701_LINK_TO_ERP)

Features

Keyboard Navigation Redesign

You can navigate through the SAP SRM user interface (UI) by exclusively using the keyboard, as it has been redesigned to conform to the Web Content Accessibility Guidelines (WCAG) 2.0 published by the World Wide Web Consortium (W3C).

To implement this function, activate the Customizing switch Keyboard Navigation

Redesign(SRM_701_KEYBOARD_NAVIGATION) in Customizing for SAP Supplier Relationship

Management under: SRM Server Cross-Application Basic Settings User Experience Activate Keyboard Navigation Redesign .

Caution

 The keyboard innovations apply to SAP Supplier Relationship Management (SAP SRM) and are not compatible with Procurement for Public Sector (PPS).

 The Customizing switch Keyboard Navigation Redesign (SRM_701_KEYBOARD_NAVIGATION) is revertible.

Additional Dialog for Catalog Selection

You can access a list of catalogs in an additional dialog box when you choose to add an item from an internal catalog. The catalog itself is then opened in a separate window when you select it.

To enhance the catalog selection function, activate the Customizing switch Additional Dialog for Catalog Selection(SRM_701_CAT_SEL_POPUP) in Customizing for SAP Supplier Relationship Management under: SRM Server Cross-Application Basic Settings Extensions and Field Control (Personalization) Activate/Deactivate Additional Dialog for Catalog Selection .

Note

The Customizing switch Additional Dialog for Catalog Selection (SRM_701_CAT_SEL_POPUP) is compatible with Procurement for Public Sector (PPS) and is revertible.

Error Handling for Sourcing Requests

Error handling has been enhanced for the grouping of purchase orders or RFxs. An error message is issued when a follow-on document cannot be created after a shopping cart has been processed. The error message is sent to the Alert monitor and the shopping cart items are sent to the Sourcing application.

To enhance error handling, activate the Customizing switch Error Handling for Sourcing Requests((SRM_701_EXTREQ_ERR_HANDLING) in Customizing for SAP Supplier Relationship

Management under: SRM Server Sourcing Activate/Deactivate Error Handling f. Sourcing Requests .

Note

The Customizing switch Error Handling for Sourcing Requests (SRM_701_EXTREQ_ERR_HANDLING) is compatible with Procurement for Public Sector (PPS) and is revertible.

Advanced Background Processing Features

This function allows you to process purchasing documents with a large number of line items. You are prompted to confirm whether you want to start a background job when the threshold specified in

Customizing is exceeded. Additionally, a warning is issued when users try to edit purchasing documents when a background job is scheduled or is running.

To enhance this function, activate the Customizing switch Advanced Background Processing

Features(SRM_701_BACKGROUND_PROC) in Customizing for SAP Supplier Relationship Management under: SRM Server Cross-Application Basic Settings Background Processing Activate/Deactivate Advanced Background Processing .

For more information, see Background Processing.

Note

The Customizing switch Advanced Background Processing Features (SRM_701_BACKGROUND_PROC) is compatible with Procurement for Public Sector (PPS) and is revertible.

Link to SAP ERP Documents

You can directly access back-end documents that are referenced in SAP SRM purchasing documents. By clicking the corresponding link, the back-end document is displayed in a separate window.

To implement this function, activate the Customizing switch Link to SAP ERP

Documents(SRM_701_LINK_TO_ERP) in Customizing for SAP Supplier Relationship Management under: SRM Server Cross-Application Basic Settings Integration with Other SAP Components Integration with SAP ERP Activate Linking to SAP ERP Documents .

For more information, see Links to SAP ERP Documents.

Note

The Customizing switch Link to SAP ERP Documents (SRM_701_LINK_TO_ERP) is compatible with Procurement for Public Sector (PPS) and is revertible.

Smart Forms

You can use Smart Forms instead of SAP Interactive Forms by Adobe to preview, print, send by e-mail, or fax the following documents:

 RFxs

 RFx responses

 Shopping carts

 Contracts with hierarchical items

To use Smart Forms instead of SAP Interactive Forms by Adobe, activate the Customizing switch Smart Forms(SRM_701_SMARTFORMS) in Customizing for SAP Supplier Relationship Management under:

SRM Server Cross-Application Basic Settings Set Output Actions and Output Format Activate / Deactivate Smart Form Innovations .

For more information, see Output of Purchasing Documents.

Note

 The Customizing switch Smart Forms (SRM_701_SMARTFORMS) does not have any impact on Procurement for Public Sector (PPS), as PPS has its own set of forms.

 This Customizing switch is revertible.

Dropdown Box for Transaction Type Selection

You can select the transaction type from a dropdown box when you create the following documents in your personal object worklist (POWL):

 Purchase order

 RFx

 Auction

 Central contract

 Invoice

To enhance this function, activate the Customizing switch Dropdown Box for Transaction Type

Selection(SRM_701_DOC_TYPE_DROPDOWN) in Customizing for SAP Supplier Relationship Management under: SRM Server Cross-Application Basic Settings User Experience Activate/Deactivate Dropdown for Transaction Type Selection .

Note

The Customizing switch Dropdown Box for Transaction Type Selection (SRM_701_DOC_TYPE_DROPDOWN) is compatible with Procurement for Public Sector (PPS) and is revertible.

Progress Bar

As a system administrator, you can choose to display a progress bar when a user performs a time-consuming activity on a large document, such as a purchase order, contract, RFx, or RFx response. The progress bar informs the user about the progress of this activity.

For each business object, you can define the number of items above which the document is handled as a large document. Above this threshold, the progress bar is displayed.

To implement this function, activate the Customizing switch Progress Bar (SRM_701_PROGRESS_BAR) in Customizing for SAP Supplier Relationship Management under: SRM Server Cross-Application Basic Settings User Experience Activate/Deactivate Progress Bar .

For more information, see Features Available for Large Documents.

Note

The Customizing switch Progress Bar (SRM_701_PROGRESS_BAR) is compatible with Procurement for Public Sector (PPS) and is revertible.

Optimistic Lock

You can use optimistic locking to improve system response time when you switch from display mode to edit mode.

To implement this function, activate the Customizing switch Optimistic

Lock (SRM_701_OPTIMISTIC_LOCK) in Customizing for SAP Supplier Relationship Management under: SRM Server Technical Basic Settings Activate/Deactivate Optimistic Lock .

For more information, see Features Available for Large Documents.

Note

The Customizing switch Optimistic Lock (SRM_701_OPTIMISTIC_LOCK) is compatible with Procurement for Public Sector (PPS) and is revertible.

Browse Mode

You can use a browse mode for large contracts, RFxs, RFx responses, and purchase orders. You can customize the number of items above which the document should be handled as a large document.

Above this threshold, the browse mode is then used instead of the display mode.

To implement this function, activate the Customizing switch Browse

Mode (SRM_701_DOCUMENT_BROWSING) in Customizing for SAP Supplier Relationship Management under: SRM Server Cross-Application Basic Settings User Experience Activate/Deactivate Browse Mode .

For more information, see Features Available for Large Documents.

Note

The Customizing switch Browse Mode (SRM_701_DOCUMENT_BROWSING) is compatible with Procurement for Public Sector (PPS) and is revertible.

Contract and RFx Templates

You can create templates based on saved or released central contracts or saved or published RFxs. The saved template can then be used by all purchasers in your company as the basis for new contracts or RFxs.

When you create a template from a central contract, line items and price information are copied, for example. Authorizations, discounts, and conditions, for example, are not copied, as this information can vary from contract to contract.

To implement this function, activate the Customizing switch Template from RFx and

Contract(SRM_701_TEMPLATE) in Customizing for SAP Supplier Relationship Management under: SRM Server Cross-Application Basic Settings Templates Activate/Deactivate Creation of Templates from RFxs and Contracts .

Note

The Customizing switch Template from RFx and Contract (SRM_701_TEMPLATE) is compatible with Procurement for Public Sector (PPS) and is revertible.

Additional Functions in Sourcing

You can do the following in Sourcing:

 Search for requirements by range.

 Search for sources of supply and assign them to requirements in your worklist.

 Define a contract as a source of supply in the work area by entering a contract number; the contract number is then validated to prevent errors when follow-on documents are processed.

 Enhance customer fields in search screens and item tables.

 Additionally, a warning message is issued when you have exceeded a customizable number of shopping cart items in Sourcing. The message informs you that you may experience increased processing time.

To implement these functions, activate the Customizing switches Search by Range in

Sourcing(SRM_701_MULTI_VALUE_SEARCH) and Progress Bar (SRM_701_PROGRESS_BAR) in Customizing for SAP Supplier Relationship Management under:

 SRM Server Sourcing Activate/Deactivate Search by Range in Sourcing

Note

The Customizing switch Search by Range in Sourcing (SRM_701_MULTI_VALUE_SEARCH) is compatible with Procurement for Public Sector (PPS) and is revertible.

 SRM Server Cross-Application Basic Settings User Experience Activate/Deactivate Progress Bar

Note

The Customizing switch Progress Bar (SRM_701_PROGRESS_BAR) is compatible with Procurement for Public Sector (PPS) and is revertible.

Additionally, you must perform the activity in Customizing for SAP Supplier Relationship Management under: SRM Server Cross-Application Basic Settings User Experience Define Threshold Values for Large Documents .

Contract Item Insertion into Purchase Orders

You can search for contract items in a purchase order and add them to the purchase order.

To implement this function, activate the Customizing switch Contract Item Insertion into Purchaser Order(SRM_701_PO_ADD_CTR_ITEM) in Customizing for SAP Supplier Relationship Management under: SRM Server Purchase Order Activate/Deactivate Contract Item Insertion into Purchase Order .

Note

The Customizing switch Contract Item Insertion into Purchaser Order (SRM_701_PO_ADD_CTR_ITEM) is compatible with Procurement for Public Sector (PPS) and is revertible.

Default Values for Purchase Order Items

You can use default values for the delivery address and account assignment of purchase order items.

Initially, the values are filled automatically by the system settings defined in organizational management.

However, if required, you can set your own default values for delivery address and account assignment directly on the purchase order details screen.When you then add a new item to the purchase order, the defined values are copied to the new item.

To implement this function, activate the Customizing switch Default Settings for Purchase Order Items(SRM_701_PO_ITEM_DEFAULTS) in Customizing for SAP Supplier Relationship Management under: SRM Server Purchase Order Activate/Deactivate Default Values for Purchase Order Items . For more information, see Purchase Orders.

Note

The Customizing switch Default Values for Purchase Order Items (SRM_701_PO_ITEM_DEFAULTS) is compatible with Procurement for Public Sector (PPS) and is revertible.

When you deactivate this Customizing switch, the report Reset Personalized PO Item Default Values to System Default Values (/SAPSRM/CUSTMZ_SW_PO_DEFAULT) is automatically run to reset the user-specific default settings.