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7/7/2015

SettingUpReleaseProcedureforPRwithoutcla...|SCN

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SettingUpReleaseProcedureforPR
withoutclassification.

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Version2

createdbyDibyenduPatraonDec7,201310:32AM,lastmodifiedbyDibyenduPatraonJan28,20147:52PM

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Friends,Hopeyourdoingfine.
RecentlyIhavedonethroughaconfigurationforreleasestrategyforPurchaseRequisitionwithoutclassification.
Letsdiscussaboutreleasestrategylikewhatisreleasestrategy?Whataretheprerequisites?Whataretheimpacts?

ReleaseStrategy
Themainthingsofreleasestrategyistoavoidanytypesofwrongorunauthorizedpurchasingdocument.SAP
introducethereleaseprocedureasanapprovalsofanypurchasingdocumenttoavoidthewrongentrygoestofurther
process.
Supposesomeusermakeapurchasingdocumentwithahighamountorwrongplantorwrongpurchase
organization(likeasmanyfields),thenifsomeiscrosscheckthedocumenthecanfindthewrongentryanditcanbe
resolvedbytheuser.
Butifnoonethereforcrosscheckthenthewrongdocumentgoestofurtherprocess,Itcanbehamperedourwork
progress.
Sohereisthereleasestrategytopreventthistypesofwrongentry.
Naturallyforreleasestrategyneedsthesefollowingcomponent:
Characteristics
Class
Releasegroup
ReleaseCode
Releaseindicator
ReleaseStrategy.
Characteristicsispropertytodescribetheobject'sstatus,likeascolour,length,weight.
Classisgrouptogethersimilarobjectwhichhaveincommoncharacteristics.
ReleaseGroupisusedforoneormorereleasestrategy.Itsagroupofreleasestrategy,Supposeyouhavemakeone
releasestrategyforPOandotherreleasegroupforPR,thenthebothcanbeassigntoonereleasestrategy.
WecanassignReleaseStrategyintwoway.1.Overallrelease,2.ItemwiseRelease.
OverallandItemwisereleasebothcanonlypossibleforpurchaserequisition.Forallotherdocumentwehavetouse
overallreleasestrategy.

Asweknowwearegoingtosetupreleaseprocedurewithoutclassification,sotherearenoneedtomaintain
characteristicsandclassandreleasegroup.
WecanusereleasestrategyonlyforAccountAssignmentCategory,MaterialGroup,PlantandPurchaserequisition
Valueforwithoutclassificationreleasestrategy.AndyouhavetousethisforItemwiserelease.

ReleaseCode:
Itscodeforareleasestrategy,itindicatesthepersonwhocanreleasethepurchaserequisition.Onereleasecode
assigntooneperson.
ExampleasManager,HOD,VicePresidentetc..
Configurationpath=SPROIMGMMPurchasingPurchaseRequisitionReleaseProcedureSetUpProcedureWithout
ClassificationReleaseCodes

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

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Heremaintainthereleasecodeasperyourrequirement.
AsthereIhavemaintainedthreereleasecodeas01PurchaseManager,02PurchaseHead,03Director.
Itmeans3personcanbereleasethereleasestrategy.
Saveyourdata.

ReleaseIndicator:
Releaseindicatorindicatesthestatusofthepurchasingdocument,thatitisreleasedornot.
ForPRitcanbereleaseforparticulardocumentlikePO,RFQetc.
Configurationpath=SPROIMGMMPurchasingPurchaseRequisitionReleaseProcedureSetUpProcedureWithout
ClassificationReleaseindicator

Asyoucanseethereare3checkboxindetailstab.
1.FirmedforReq.planningItsusedforyourrequisitionisfixedornot.
2.ReleasedforQuotationItsusedforPRtoRFQprocess.(ItmeansyoucancreateonlyRFQfromthisPR)
3.ReleasedforissueofPOItsusedforPRtoPOprocess(ItmeansYoucancreatePOonlyfromPR)
FieldSelectionisusedforthefieldwillappearwhenthepurchaserequisitionisreleased.youcanchangethefield
selectionfromfieldselectionconfiguration.
Changeable,newreleaseincaseofnewstrategy
1Cannotbechanged
2Changeable,nonewdeterminationofstrategy
3Changeable,newreleaseincaseofnewstrategy
4Changeable,newreleaseincaseofnewstrat.orval.change
Havealookintotheoption,itsdescribeitself.
Itindicateshowthesystemreactsafterthestartofreleasestrategy.
Valuechangeisapercentageofthevaluewhichcanincreasefortherequisition.
Saveyourdata.

AssignReleaseIndicators
Thereleaseindicatorassigntoindividualpersonoradepartmentforwithoutclassificationreleasestrategy.
Configurationpath=SPROIMGMMPurchasingPurchaseRequisitionReleaseProcedureSetUpProcedureWithout
ClassificationAssignReleaseIndicators

HeretheC1,C2,C3etcetcindicatesasadepartmentorindividualperson.
Maintainheretheindicatorasperyourrequirement.
Saveyourdata.

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

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(Note:Ifyouprocessthenextstepfirsttheyoudonothavetomaintainitmanuallyasperreleaseprerequisites,itwill
automaticfilledbysystem)

ReleasePoints:Prerequisites
Thisprerequisitesindicatesthereleasesimulation.Whowillbefirstpersonforrelease,thesequenceofrelease
procedure.
Configurationpath=SPROIMGMMPurchasingPurchaseRequisitionReleaseProcedureSetUpProcedureWithout
ClassificationReleasePoints:Prerequisites

Heremaintainreleasestrategyandcodescommunicatingwithentity.
Entityindicates3types
Releasestatuswillnotbeset
XReleasestatuswillbeset
+Releasestatusaprerequisite

Xindicatesthatthepersoncanbereleasethepurchasingdocument.
+indicatesthatThepersoncanbereleaseafterfirstperson.
HereIhavemaintain01codeasfirstreleaseapprovals.
02willbethesecondreleaseapprovals(after01release,if01innotapproved,then02cantbeabletoapprovethe
document)
03willbethelastpersontoreleaseapprovals(After01and02release,if01and02botharenotapprovedthen03is
notabletoapprovethedocument)
Enterthesimulationasperyourrequirement.
Saveyourdata.

DeterminationofReleaseStrategy
Inthisstepwehavetodeterminethereleasestrategy,Howandwhichvalueiseffectableforreleasestrategy.
Configurationpath=SPROIMGMMPurchasingPurchaseRequisitionReleaseProcedureSetUpProcedureWithout
ClassificationDeterminationofReleaseStrategy

Maintainhereasperyourrequirement.
HereIhavemaintainedaccountassignmentcategoryasK,MaterialgroupZYRN,PlantLX01andvalueisblank.
(Theblankmeansthevaluewillbeanything,releasestrategywillbetrigger,youcanusethisforeveryfield)
IfthisrequiredisfulfillinpurchaserequisitionthenthereleasestrategyS1willbetrigger.
Saveyourdata.

DocumentTypeConfiguration
Wehavetounticktheoverallreleasefordocumenttypeinpurchaserequisition.
Configurationpath=SPROIMGMMPurchasingPurchaseRequisitionDefineDocumentTypes

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

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Unticktheoverallreleasefordocumenttype.

Ourconfigurationisdone,Nowwearegoingtotestthereleasestrategy.

GotoME51N,createthePurchaseRequisition,withaccountassignmentcategoryK,materialgroupZYRN,plant
LX01.

Herewecanseeourreleasestrategyhasbeeneffectedasperourconfiguration.
NowSaveyourPurchaseRequisition.
AndgotoME54N.

SeewecanthePurchasemanageronlycanreleasethePRfirst.
AfterreleasedbyPurchasemanageritwillshownlikebelow:

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

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NowthePurchaseheadcanreleasethePR,AfterreleasedbyPurchasehead,Directorcansetthefinalrelease.

Asyoucanseewhenthe3personreleasethePR,thestatusofPurchaserequisitionisopenedforFixed
RFQ/PurchaseOrder.

Hopethiswillhelptoalluser,whowantstoconfigurereleasestrategywithoutclassification.
Releasestrategywithclassificationhasbeenveryclearlydescribeonthisdocument
ReleaseprocedureforPurchaseRequisitioninMMERPOperationsSCNWiki
http://www.sdn.sap.com/irj/scn/go/portal/prtroot/docs/library/uuid/70fef212b6cb2c10e085c84b80d7068e?
overridelayout=t

Thanks
DevPatra
SapMMAssociateConsultant.

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Products:sap_erp_logistics_materials_managementTags:mm,purchasing,purchase_requisition,material_management,pr,
release_strategy

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13Comments
SuseelanHariJan4,20144:37AM

HiDev,

Goodonerelatedtostrategy,prerequisitesandtheimpacts?

Thankyouforsharingandkeepupthegoodwork.

Iamwaitingtoseemorenewupdatesfor2014

Regards,
HariSuseelan
Like(1)

DibyenduPatraJan4,20144:39AM(inresponsetoSuseelanHari)

ThankYouverymuchsir...
YesIwill.....
KeepinTouch..
Like(2)

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

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subburamvJan6,20145:54AM(inresponsetoDibyenduPatra)

HiDevSir,

Thanksforthedocument....NiceInformation.....

Imhavingoneclarification...Isitpossibletousetwodifferentcurrenciesfora
releasestrategyforreleaseprocedurewithoutclassification?

Supposeifcompanycodecurrencyandvendorcurrenciesaredifferent..shallwe
usedifferentcurrenciesinreleaseprocedure?

Regards
Subbu.
Like(0)

DibyenduPatraJan6,20146:02AM(inresponsetosubburamv)

Wecanusedifferentcurrency..
Butinreleasestrategy,wehavetodifferentaccountassignmentcategory
ormaterialgrouporplant.
Like(0)

subburamvJan6,20147:22AM(inresponsetoDibyenduPatra)

Thankssir..gotitnow...

Regards
Subbu.
Like(0)

SeshaSBJan6,20146:27AM

HiDev...

Nicedocument..Yourcontributionsogoodanduptodate..

Regards
Sesha
Like(0)

PraneethPotluriJan28,20146:39AM

Thankyouforthevaluabledocument.
Like(0)

SatishPatankarJan29,20149:04AM

ThankyouDev.Averyusefuldocument.

Itwillbegoodifyoucanincludeguidelinesastoinwhichcasesweshouldusereleasestrategywith
classification,andinwhichcaseswithoutclassification.

Regards.

SatishPatankar.
Like(1)

DibyenduPatraJan29,20149:07AM(inresponsetoSatishPatankar)

Pointnoted..
Thankyoufortheinformation..
Iwillupdatethedocumentwiththisinformationassoonaspossible..
Like(0)

RanjeetsinghJan29,20144:41PM

HiDev,

Superbkeepupthegoodwork,sharingknowledgeisthemainobjectiveoftherealconsultantand
youhavethequalityofbeingbestMMconsultant
Like(1)

NarayanaNApr11,201411:41AM

Usefuldocument

Thankyou,
NarayanaN

GudoneDev.

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

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Like(1)

RamyashreePApr28,20156:00AM

Helpfuldocument

Regards
Ramya

Like(2)

NarayanaNMay4,201510:48AM(inresponsetoRamyashreeP)

ThankyouRamyashree

BestRegards,
NarayanaN
Like(0)

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