Release Strategy/Procedure,

There are for purchase requisition and purchase order.

Based on release codes, various configurations can be achieved.

SPRO>Material management> Purchasing> Purchase Requiting> Release Procedure
There are two methodologies for setting up release procedure. With classification and without classification.
Herein, without classification (without classification) will provide us with limited number of variables to work along with,
Set Up Procedure Without Classification
Key variable fields which are available are as follows;
> account assignment category
> material group
> plant
> purchase requisition value
With classification gives us options at granular level (item level) to tailor make release procedure with all possible
variables available to configure with.
Approval is applicable on purchase requisition, purchase order and rate contracts, as these different categories of
approval are available, we can have a release group made for each.

1) Setup procedure with classification;

SPRO>Material management> Purchasing> Purchase Requiting> Release Procedure> Setup procedure with classification,
a> Release group, as per 3 different categories discussed above, we will create a group for type of release strategy;
Creation of group/type of release strategy, this release group will be assigned to different release code;
Select Overall release of purchase requisitions = header level release.
Determines that the items in a purchase requisition are all released at the same time (rather than individually).
 b> Now we create release code for our release code SK;

Now that we have created a release code and assigned it to our created release group, we will proceed to create/define
a release matrix.
 c> Creation of Release indicator;

Release indicator dictates if the purchase requisition is released or blocked.

X – denotes block, in case of creation of a purchase requisition where release strategy has triggered, status will project
as X denoting blocked. Should this be approved by Lieutenant, it will revert to 2, which denotes that this purchase
requisition is viable to create a purchase order.

Commonly used status is X and 2.

After reweaving release indicator setup, we will move forward in defining release strategy;
 d> Creation of release strategy, we need to know this first that this release strategy belongs to a group we created,
SK.

While creating release strategy we provide a release strategy number (highlighted in yellow), this number is
externally assigned which we provide manually (own number).

In this case, we have our first release strategy S1 with 3 levels.

 Here we have to follow release pre-requisites as pointed above.

We have also changed release statuses with over write authorization;

By the virtue of release statuses editing, we can see that upon approval of A2 and A3 PR will be released and no A1
release in this case is required. This customization is as per business requirement.

Procedure remains same for creation of other release strategy.

Now we have this, so that a new release strategy is triggered based on the value band of PR being created. Should anew
PR be created for price of 50001-100000, then B series strategy will be called for.
We retained the defaults for the second one;

The same goes with release strategy S3;

2) Assignment of characteristics;

SPRO>Material management> Purchasing> Purchase Requiting> Release Procedure> Setup procedure with
classification> Edit Characteristics.
We create a new characteristic and pick class type 032 for release procedure for purchase document.
Mark the status as release in order to use this characteristic.
Data type = Character format/date format/price format.
Select multiple values for more granularity while creating characteristic.

As this characteristic is independent of MM, table field is provided. CEKKO structure to be used in additional data tab.

NB type document can be mentioned to be precise.

 3) Creation and assignment of class to characteristic

Both class and characteristic are independent. After creation of characteristic we assign the same to class and class can
be assigned to release strategy.

Characteristic can be assigned to multiple class (in this case we chose NB document type characteristic).

Based on characteristic system will trigger release matrix.

CEKKO is a structure for table EKKO prefix C signifies structure. As table name is mandatory for read out we have
assigned it so.

SPRO>Material management> Purchasing> Purchase Requiting> Release Procedure> Setup procedure with
classification> Edit Class (CL01/02).

Once class is created/available we place our characteristic under this class.