Setting Up Release Procedure for PR Without Classification

Setting Up Release Procedure for PR without classification. Friends, Hope your doing fine. Recently I have done through a configuration for release strategy for Purchase Requisition wi thout classification. Lets discuss about release strategy like what is release strategy? What are the prerequisites? What are the impacts? Release Strategy The main things of release strategy is to avoid any types of wrong or unauthorized purchasing document. SAP introduce the release procedure as an approvals of any purchasing document to avoid the wrong entry goes to further process. Suppose some user make a purchasing document with a high amount or wrong plant or wrong purchase organization(like as many fields), then if some is cross check the document he can find the wrong entry and it can be resolved by the user. But if no one there for cross check then the wrong document goes to further process, It can be hampered our work progress. So here is the release strategy to prevent this types of wrong entry. Naturally for release strategy needs these following component: Characteristics Class Release group Release Code Release indicator Release Strategy. Characteristics is property to describe the object's status, like as colour, length, weight. Class is group together similar object which have in common characteristics. Release Group is used for one or more release strategy. Its a group of release strategy, Suppose you have make one release strategy for PO and other release group for PR, then the both can be assign to one release strategy. We can assign Release Strategy in two way. 1. Overall release, 2. Item wise Release. Overall and Item wise release both can only possible for purchase requisition. For all other document we have to use overall release strategy. As we know we are going to set up release procedure without classification, so there are no need to maintain characteristics and class and release group. We can use release strategy only for Account Assignment Category, Material Group, Plant and Purchase P urchase requisition Value for without classification release strategy. And you have to use this for Item wise release. Release Code:

Generated by Jive on 2016-01-18+01:00 1

Setting Up Release Procedure for PR without classification.

Its code for a release strategy, it indicates the person who can release the purchase requisition. One release code assign to one person. Example as Manager, HOD, Vice President etc.. Configuration path = SPRO-IMG-MM-Purchasing-Purchase Requisition-Release Procedure-Set Up Procedure Without Classification-Release Codes

Here maintain the release code as per your requirement. As there I have maintained three release code as 01-Purchase Manager, 02-Purchase Head, 03-Director. It means 3 person can be release the release strategy. Save your data. Release Indicator: Release indicator indicates the status of the purchasing document, that it is released or not. For PR it can be release for particular document like PO, RFQ etc. Configuration path = SPRO-IMG-MM-Purchasing-Purchase Requisition-Release Procedure-Set Up Procedure Without Classification-Release indicator



As you can see there are 3 check box in details tab. 1. Firmed for Req. planning - Its used for your requisition is fixed or not. 2. Released for Quotation - Its used for PR to RFQ process. (It means you can create only RFQ from this PR) 3. Released for issue of PO - Its used for PR to PO process (It means You can create PO only from PR) Field Selection is used for the field will appear when the purchase requisition is released. you can change the field selection from field selection configuration. Changeable, new release in case of new strategy 1

Cannot be changed

2

Changeable, no new determination of strategy

3

Changeable, new release in case of new strategy

4

Changeable, new release in case of new strat. or val. change

Have a look into the option, its describe itself. It indicates how the system reacts after the start of release strategy. Value change is a percentage of the value which can increase for the requisition. Save your data.



Assign Release Indicators The release indicator assign to individual person or a department for without classification release strategy. Configuration path = SPRO-IMG-MM-Purchasing-Purchase Requisition-Release Procedure-Set Up Procedure Without Classification-Assign Release Indicators

Here the C1,C2,C3 etc etc indicates as a department or individual person. Maintain here the indicator as per your requirement. Save your data. (Note: If you process the next step first the you do not have to maintain it manually as per release prerequisites, it will automatic filled by system) Release Points: Prerequisites This prerequisites indicates the release simulation. Who will be first person for release, the sequence of release procedure. Configuration path = SPRO-IMG-MM-Purchasing-Purchase Requisition-Release Procedure-Set Up Procedure Without Classification-Release Points: Prerequisites



Here maintain release strategy and codes communicating with entity. Entity indicates 3 types Release status will not be set X

Release status will be set

+

Release status a prerequisite

------------------------------------------------------------------------------------------------------X indicates that the person can be release the purchasing document. + indicates that The person can be release after first person. Here I have maintain 01 code as first release approvals. 02 will be the second release approvals ( after 01 release, if 01 in not approved, then 02 can;t be able to approve the document) 03 will be the last person to release approvals (After 01 and 02 release, if 01 and 02 both are not approved then 03 is not able to approve the document) Enter the simulation as per your requirement. Save your data. Determination of Release Strategy In this step we have to determine the release strategy, How and which value is effect-able for release strategy. Configuration path = SPRO-IMG-MM-Purchasing-Purchase Requisition-Release Procedure-Set Up Procedure Without Classification-Determination of Release Strategy

Maintain here as per your requirement. Here I have maintained account assignment category as K, Material group ZYRN, Plant LX01 and value is blank.



(The blank means the value will be anything, release strategy will be trigger, you can use this for every field) If this required is fulfill in purchase requisition then the release strategy S1 will be trigger. Save your data. Document Type Configuration We have to un-tick the overall release for document type in purchase requisition. Configuration path = SPRO-IMG-MM-Purchasing-Purchase Requisition-Define Document Types

Un-tick the overall release for document type. Our configuration is done, Now we are going to test the release strategy. Go to ME51N, create the Purchase Requisition, with account assignment category K, material group ZYRN, plant LX01.



Here we can see our release strategy has been effected as per our configuration. Now Save your Purchase Requisition. And go to ME54N.

See we can the Purchase manager only can release the PR first. After released by Purchase manager it will shown like below:

Now the Purchase head can release the PR, After released by Purchase head, Director can set the final release.



As you can see when the 3 person release the PR, the status of Purchase requisition is opened for Fixed RFQ/ Purchase Order.

Hope this will help to all user, who wants to configure release strategy without classification. Release strategy with classification has been very clearly describe on this document Release procedure for Purchase Requisition in MM - ERP Operations - SCN Wiki http://www.sdn.sap.com/irj/scn/go/portal/prtroot/docs/library/uuid/70fef212-b6cb-2c10-e085-c84b80d7068e? overridelayout=t…

Thanks Dev Patra Sap MM Associate Consultant.


Setting Up Release Procedure for PR Without Classification

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