PO Release Strategy- Config & Pre-Requisites

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Introduction

This BlogPost is about PO Release Strategy. Here we have highlighted PO Release Strategy- Config &
Pre-Requisites.

We need to define the parameters to initiate the release strategy. Here I have opted for Document type and
Material Group, as an example/ combination for PO Release Strategy.

Most Imp – Structure CEKKO (Communication Release Strategy Determination Purch. Document)
displays all fields, using which release strategy can be configured.

We will discuss:

Characteristics, class & config.

1. Characteristics

Characteristics need to be created for the attributes, on which release strategy is dependent.

As an example, we have CEKKO- BSART (Doc Type) & CEKKO- MATKL (Material Group).

 Run transaction CT04, below screen will appear

 Enter a characteristic name and click on the Create button
 Select data type
 In my case, I wanted to configure the release strategy for 1 document type
 Selected Single Values in the Value Assignment block
 Multiple values can be selected for Many document type
 As displayed below, in the Addnl tab, for Reference to a table field, mention the field name as
displayed below. Same as mentioned in the CEKKO structure.
 As displayed below, in the Restriction tab, mention Class type as “032”
 Click on the Value tab, mention value for PO Doc type, I have taken standard as NB
 As below, similarly, create a characteristic for the Material group
 All screenshots as mentioned below
2. Class

Class needs to be created to club all characteristics as created above for the PO release Strategy.

 Run transaction CL02 with class-type 032

 Provide Class description
 Enter characteristics name as mentioned below for Doc/Order Type & Material Group.
3.Config steps for Release strategy as below –

Path – SPRO: Materials Management -> Purchasing -> Purchase Order -> Release Procedure for Purchase
Orders -> Define Release Procedure for Purchase Orders.

1. Release Groups
2. Release Codes
3. Release Indicator
4. Release Strategies
5. Workflow

 First, select Release Group, choose Release Group, below screen will appear
 Opt new entries & provide description/Name of the Release Group, in my case as “AS”
 Choose class & provide a description as below.

 Second, select Release Codes, choose Release Codes, below screen will appear
 Enter release code against the Release group.
 Here we have entered 10 & 20 with “10 = A & 20 = B”, as below
 Opted workflow = 1 (Role resolution with the group, code, and plant).
 Save it

 Third, select Release Indicators, choose Release Indicators, below screen will appear
 Enter Release ID, here I have entered 0 & 1
 Check the released checkbox for the Release ID where PO shall be released.
 Changeable value as 6 for PO
 Value change: After the release of PR, it cannot be changed significantly until the value
mentioned.
 Enter description

 Fourth, select Release Strategies, choose Release strategies, below screen will appear
 Click, New Entries button
 Opt Release group.
 Now, provide Release strategy and description.
 As below, Now click on Release prerequisites
 In the prerequisites screen, select prerequisites for each release code.
 Here in the screenshot, there is no prerequisite for release code 10, and for release code 20, there
is a pre-requisite that release id 10 has to be there.
 Click, Continue, as below.
 As below, Now click on Release Statuses
 No level released, “release indicator” not Released
 When the first level is released, “release indicator” not Released
 When both levels are released, PO overall status will be Released.
 Click, Continue button.
 As below, Now click on Classification.
 Select characteristic values, as below.
 These values are involved in the release strategy.
 Press the back button & save.
 Click on workflow
 The below screen will appear
 Opt Release group, release code, object type & ID.
 Displayed as below.

 SU01 ID displayed as below “Reviewer 1 & Reviewer 2”

 PO created with Doctype “NB” & Material grp as in release str…
 Release str triggered, as below