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Releasing Procedure for Purchase Documents

In document 55526875-J05-NEW-MM-CONF (Page 63-68)

3.4 Purchasing Settings

3.4.24 Releasing Procedure for Purchase Documents

This setting is incorporated to just give demonstration of how SAP Release procedure works.

The aim of this procedure is to replace manual written authorization procedures using signatures by an electronic one, while maintaining the dual Ctrl principle. The person responsible processes the purchasing document in the system, thereby marking it with an "electronic signature" which can give the document legal force.

3.4.24.1 Creation of Characteristics Procedure

1. Access the activity using one of the following navigation options:

IMG Menu Materials Management → Purchasing → Purchase Order → Release Procedure for Purchase Orders → Edit Characteristic Transaction Code CT04

2. On the Characteristic screen, make the following entries.

3. In put POVAL in filed Characteristic and choose Create (White paper) icon or Ctrl + F3 to begin creation of characteristic.

Field name Description User action and values Note Select Addnl

Data tab

Table Name Table Name CEKKO

Field Name Field Name GNETW

Choose Enter to continue, system will give an information message saying Format Data taken from ABAP dictionary, Choose Enter again to continue.

Select Basic Data tab

Description Description Total net order value

Status Status Released

Data Type Data type Currency format Selected by

system Number of

characters Number of

characters 15

Decimal places Decimal places 2

Currency Currency INR

Interval vals

allowed Interval values

allowed Check this tick box Multiple Values Multiple values

allowed Select this radio button

4. Choose Enter to complete the entries

5. Choose Save icon or Ctrl + S to save the characteristic.

3.4.24.2 Creation of Class Procedure

1. Access the activity using one of the following navigation options:

IMG Menu Materials Management Purchasing Purchase Order Release Procedure for Purchase Orders → Edit Class Transaction Code CL02

2. On the Class screen, make the following entries:

Field name Description User action and values Note

Class Class PORELPROC

Class Type Class Type 032

Choose Create icon or white paper icon to create new class.

Description Description Purchase Order Release Procedure

Status Status Released

Choose Char. Tab to input characteristic name.

Characteristic Characteristic POVAL Created in above

step

3. Choose Enter to complete the entries

4. Choose Save icon or Ctrl + S to save the characteristic.

Result

Class type 032: Class PORELPROC created.

3.4.24.3 Configuration of Release Procedure

Procedure

1. Access the activity using one of the following navigation options:

IMG Menu Materials Management → Purchasing → Purchase Order → Release Procedure for Purchase Orders Define Release Procedure for Purchase Orders

Transaction Code SPRO

2. On executing the transaction system will give a popup screen choose Release Groups, system will display Change View “Release Groups: External Purchasing Document”:

Overview.

3. Choose New Entries icon and make the following entries:

Field name Description User action and values Note Rel. Group Release Group 02

Class Class Name PORELPROC Created in above

step Description Description PO Release Procedure

4. Choose Enter to complete the entries

5. Choose Save icon or Ctrl + S to save the entries.

6. Choose yellow arrow to go back to popup screen.

7. Choose Release Codes to select.

8. Choose New Entries icon and make the following entries:

Field name Description User action and values Note

Grp Release group 02 Created in above

step

Code Release Code 01

Workflow Workflow Leave it blank

Description Description Purchase Officer

Grp Release group 02 Created in above

step

Code Release Code 02

Workflow Workflow Leave it blank

Description Description Materials Manager 9. Choose Enter to complete the entries

10. Choose Save icon or Ctrl + S to save the entries.

11. Choose yellow arrow to go back to popup screen.

12. Choose Release indicator to select.

13. Choose New Entries icon and make the following entries:

Field name Description User action and values Note Release ind. Release Indicator 1

Released Released Leave it blank

Chgable Changeability 4

Value change % Change of value 10%

Description Description Purchase Order Blocked

Field name Description User action and values Note Go to 2nd line and input the following values:

Release ind. Release Indicator 2

Released Released Select Check box

Changeable Changeability 6

Description Description Purchase Order Released 14. Choose Enter to complete the entries

15. Choose Save icon or Ctrl + S to save the entries.

16. Choose yellow arrow to go back to popup screen.

17. Choose Release Strategies to select.

18. Choose New Entries icon and make the following entries:

19. System will give new screen New Entries: Details of Added Entries

Field name Description User action and values Note Release Group Release group 02

Rel. Stategy Release Strategy S1

Capital Items Release Release Code Release Code 1 01

Release Code Release Code 2 02 20. Choose Enter to complete the entries.

21. Choose Release prerequisites icon and select check box 02 at the bottom and choose Enter.

22. Choose Release statuses icon, system will give a popup screen system will default 1, 1 and 2 entries one by one as a default. Choose Continue.

23. Choose Classification icon, here you can see Total net order value is displayed, please input

>= 1.00 INR value in the white placed and choose Enter.

24. Choose Next Screen icon or choose F8 to continue.

25. If you want to simulate the release procedure you can choose Release Simulation icon.

26. Choose Enter to complete the entries.

27. To save the settings choose Save icon or Ctrl + S.

Result

Release procedure is saved.

3.4.24.4 Assignment of Values to Release Procedure

As a default all the purchase documents >= Rs. 1000000.00 is suggested in the following step of release procedure, if you want to have different one you need to change the value

in the following step. If you do not want release procedure you may change the value to Zero.

Procedure

1. Access the activity using one of the following navigation options:

IMG Menu Cross-Application Components → Classification System → Assignments Assign Object to Classes

Transaction Code CL20N

2. On the Class screen, make the following entries:

Field name Description User action and values Note

Class Type Class Type 032

Choose Enter to Assign values.

Release group Release Group 02

Rel. Strategy Release strategy S1 Choose Enter.

System will give Class name in Assignments, Double choose Class Name.

System will display Characteristic name Total net order value. Assign the value >=

1000000.00 INR against filed Value.

3. Choose Enter to complete the entries

4. Choose Save icon or Ctrl + S to save the characteristic.

In document 55526875-J05-NEW-MM-CONF (Page 63-68)