Release Procedure for purchasing Document

Release procedure defines, how the document is going to be releases. The document can be PR, PO,
Contract, Schedule line agreement, RFQ. Here we see about the purchase requisition. Purchase
requisition will be created by the respective stake holders of their plant and if a request is created, it will
go to buyers queue to create purchase order and before that whoever is created purchase requisition, he
should approve and after that respective manager should approve. We can create an N number of
approvers for the documents like PR. We can maintain the release process for respective documents also.

We have 2 types of release procedures.

❖ With classification ➔ Document can be released at both header & item level.
(PR/PO/Contracts/SA/RFQ)
❖ Without classification ➔ Document can only be released at item level. (PR)

Communication Table for various document types.

Document Types Communication Table
PR CEBAN
PO, Contracts, Schedule line agreement, RFQ CEKKO
Service Entry Sheet CESSR

What are we going to do?

❖ Create characteristic.
❖ Create class and assign characteristic to it.
❖ Create release group and assign class to it.
❖ Create release codes and assign release group to them.
❖ Create release indicators.
❖ Set the release strategy.
❖ Create purchase requisition and check release strategy at item level.
❖ Set the release strategy for header level.
❖ Create purchase requisition and check release strategy at header level.

Create characteristic.
SPRO > IMG > MM > Purchasing > Purchase Requisition > Release Procedure > Release
Procedure with classification > Edit Characteristics
Create class and assign characteristic to it.

Create release group and assign class to it.

Create release codes and assign release group to them.

Create release indicators.
Set the release strategy.

Now click on “Release Prerequisites”.

Now click on “Release Statuses”.

Now click “Classification”.

Save everything and click “Release Simulation”.

Create purchase requisition using ME51N and check release strategy at item level.

Set the release strategy for header level.

SPRO > IMG > MM > Purchasing > Purchase Requisition > Release Procedure > Release
Procedure with classification > Edit Characteristics > Set up procedure with classification >
Release Group
And tick ✅ overall purchase requisition release.
And now go to SPRO > IMG > MM > Purchasing > Purchase Requisition > Define Document
Types.

Create purchase requisition and check release strategy at header level.

Thank You
Rahul Gupta