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SAP SRM 4.0 End-User Training Guide for TML
Version 1.0 Created on 25 th March 2005
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SAP SRM 4.0 End-User Training Guide for TML
Table of ContentNEW PART DEVELOPMENT:.....................................................................................4 CREATE THE FILE IN TAB DELIMITED FORMAT....................................................5 PART REPLICATION IN EBP......................................................................................9 CREATION OF SHOPPING CART IN EBP...............................................................16 SHOPPING CART APPROVAL.................................................................................17 PROCESS BID INVITATION......................................................................................20 SUBMIT THE BID.......................................................................................................24
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SAP SRM 4.0 End-User Training Guide for TML
New Part Developme nt
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SAP SRM 4.0 End-User Training Guide for TML
New Part Development:New Part development process consists of : 1. Downloading of Data from Denis. 2. Creation of Purchase views in R/3 through File Upload. 3. Creation of shopping cart in EBP through File Upload. 4. Sourcing of the Materials. 5. Bid invitation to suppliers. 6. Bid Approval process 7. Contract creation 8. Release of Scheduling Agreement 9. Contract creation 10. Release of Scheduling Agreement 11. Tracking Shopping Cart Approval. 12. Transfer of development parts for Regular procurement. Step 1: Denis down load Download Program still not ready.
Step:2 Creation Of purchase views.
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SAP SRM 4.0 End-User Training Guide for TML
Create the file in Tab delimited format.Enter the data in File downloaded from Denis. Mandatory field are : User Id, Indent No, Indent Date, Plant, Part No, Pur Grp, MRP Controller, Control Store Location, Logical Store Location. Procurement Type, Special Procurement Type Save file in Tab delimited format
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SAP SRM 4.0 End-User Training Guide for TML
Note : Delete the Header from The file and save the file again.
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SAP SRM 4.0 End-User Training Guide for TML
Execute the following steps : 1. 2. 3. 4. 5. Run Program zcreatevw in R/3 Enter Input file name and path Enter Error Log file name and Path Select Tab Delimited Option Execute
Note : It has to be ensured that before running the above program, the Basic, MRP and Plant Views are created in R/3.
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SAP SRM 4.0 End-User Training Guide for TML
Purchase View Creation in R/3 .
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SAP SRM 4.0 End-User Training Guide for TML
Part Replication in EBP1. Make the filter settings for the material (T.Code: R3AC1) The below menu will be available from SAP menu tab
2. Select MATERIAL and double click on Filter settings
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3. Go to Change mode
4. Enter the Source site name as the R/3 System logical name (Here PQ8CLNT350) and enter the following details for every material like below
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SAP SRM 4.0 End-User Training Guide for TML
5. Click Save button and say No to all for the following message
6. Then you will get a message like below. Say ok.
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SAP SRM 4.0 End-User Training Guide for TML
7. Then click Filter Sync (R/3) button for synchronization with R/3 and you will get a message like below
8. Say ok and go back. 9. Go to transaction R3AS (Start)
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10. Select load object MATERIAL
11. Source site and destination will come automatically if source site is created in SMOEAC Transaction. CRM is by default because SRM is using the Middleware functionality of CRM.
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12. Click Execute button and following will be the message. say ok.
13. Go back and go to transaction R3AM1
14. Choose MATERIAL as Object name and execute
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15. Select the line and refresh to change the status to DONE. 16. If the Objects are stuck then they can be checked in SMQ2 in EBP and SMQ1 in R/3. Remove the Queue and run again otherwise select and activate them. 17. Check the materials in the transaction COMMPR01
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SAP SRM 4.0 End-User Training Guide for TML
Creation of Shopping Cart in EBP1. Login through EBP/EP 2. Go to menu Shopping Cart from Denis 3. Enter name and path of the upload file which was used for purchase view creation. 4. Enter name and path of error log file. 5. Select the file format (CSV or Tab Delimited) 6. Execute the program by clicking executive button
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SAP SRM 4.0 End-User Training Guide for TML
Shopping Cart ApprovalSC with held status will be created in the respective Purchasers work list along with a Tracking Shopping Cart.
1. Tracking SC 2. Denis SC
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SAP SRM 4.0 End-User Training Guide for TML
Amend the Quantity in the Denis Shopping Cart as per requirement. Attachments can be uploaded if required.
Click Order tab to order the Shopping Cart.
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Shopping cart will go the approvers work list.
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SAP SRM 4.0 End-User Training Guide for TML
The Shopping Cart would go to the Purchase Managers Sourcing Cockpit for Sourcing.
Process Bid InvitationHome Sourcing Carry out sourcing Select The shopping cart for sourcing (Click on Check Box) and Add to work area
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Enter Vendor and create bid invitation
After Creating Bid invitation, enter the bid data as Submission Deadline and timing, Condition Type (JMK,JMKO,JMKA)
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Bidders can also be added from Header Data- Bidder/Bid data
Publish the bid invitation
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After Successful bid invitation message Bid invitation created will appear on screen
Login to SUS with vendor ID and password and select Process Bid Invitation. Select bid invitation. Enter the all related fields as (Incoterms, Delivery terms, Price Etc)
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Submit the Bid
Bid Submitted message will come. Bid Approval In purchasers work list check for Submitted bids( Strategic Purchase- Process Bid Invitation)
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SAP SRM 4.0 End-User Training Guide for TML
Purchaser does the first level scanning based on the Bid Prices
e After bid is Accepted, it will go to Purchase Managers work list. Purchaser Manager would forward the Bids to the Price Panel Officer.
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SAP SRM 4.0 End-User Training Guide for TML
Price Panel Officer Accepts the Bids and it goes to the Price Panel Head.
Create Contract / PO in the backend R/3 with the Accepted Bid(s). Release Strategy for the Contract would be taken in R/3 as usual. Create the scheduling agreement in R/3 with respect to the contract generated. Tracking of New part development a) Generate the transfer letter in R/3 i) Transaction SA38 Program Name- ZAMR1660 ii) Enter the required data such as (PO/SA no, PO\SA item Sr No\Model\SOB etc) iii) Save the file on local computer in unconverted format(System- List-SaveLocal File)
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b) Adding the reviewer and approver for tracking shopping cart i) Select The Tracking Shopping cart from the work list. ii) Go to change menu Documents and attachments- Attach the above generated transfer letter file.
iii)
Add Approver / Reviewer. Here approver can be added for different agencies as ADD, QA, Materials. (Approval Preview - > Add approver)
After addition of required numbers of approver order the shopping cart. Rel. 1.0 Page 28
SAP SRM 4.0 End-User Training Guide for TML
Now the SC will go to first approvers work list. Approver can refer to the attachment to get the data such as price, landed price, accepted quantity, rejected quantity, group ID and selection part no and respective vendors etc . Also approver can add the notes in SC. After the tracking shopping cart reaches Central Materials System Group
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