SRM210 SRM Server Configuration

Transcription

1 SRM210 SRM Server Configuration. COURSE OUTLINE Course Version: 15 Course Duration: 20 Hours

2 SAP Copyrights and Trademarks 2016 SAP SE or an SAP affiliate company. All rights reserved. No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP SE or an SAP affiliate company. SAP and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP SE (or an SAP affiliate company) in Germany and other countries. Please see copyright/index.epx for additional trademark information and notices. Some software products marketed by SAP SE and its distributors contain proprietary software components of other software vendors. National product specifications may vary. These materials are provided by SAP SE or an SAP affiliate company for informational purposes only, without representation or warranty of any kind, and SAP SE or its affiliated companies shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP SE or SAP affiliate company products and services are those that are set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty. In particular, SAP SE or its affiliated companies have no obligation to pursue any course of business outlined in this document or any related presentation, or to develop or release any functionality mentioned therein. This document, or any related presentation, and SAP SE s or its affiliated companies strategy and possible future developments, products, and/or platform directions and functionality are all subject to change and may be changed by SAP SE or its affiliated companies at any time for any reason without notice. The information in this document is not a commitment, promise, or legal obligation to deliver any material, code, or functionality. All forward-looking statements are subject to various risks and uncertainties that could cause actual results to differ materially from expectations. Readers are cautioned not to place undue reliance on these forward-looking statements, which speak only as of their dates, and they should not be relied upon in making purchasing decisions.

3 Typographic Conventions American English is the standard used in this handbook. The following typographic conventions are also used. This information is displayed in the instructor s presentation Demonstration Procedure Warning or Caution Hint Related or Additional Information Facilitated Discussion User interface control Example text Window title Example text Copyright. All rights reserved. iii

5 Contents vii Course Overview 1 Unit 1: SAP Supplier Relationship Management (SRM) Server 1 Lesson: Evaluating SRM Scenarios 3 Unit 2: Back-End Integration 3 Lesson: Evaluating SRM Server Architecture 3 Lesson: Configuring the Communication Between SRM and Enterprise Resource Planning (ERP) 3 Lesson: Maintaining Product Categories 3 Lesson: Maintaining Number Ranges 3 Lesson: Configuring Accounting Settings 3 Lesson: Scheduling Background Jobs 4 Lesson: Explaining the Role of Solution Manager 5 Unit 3: Organizational Structure and User Management 5 Lesson: Maintaining the Organization Plan 5 Lesson: Maintaining Attributes in the Organization Plan 5 Lesson: Defining Purchasing Organizations and Groups 5 Lesson: Using the SAP Enterprise Portal for the SRM User Interface 5 Lesson: Creating Users in SRM and Enterprise Portal 6 Lesson: Activating Portal-Independent Navigation with SAP NetWeaverBusiness Client (NWBC) 7 Unit 4: Workflow 7 Lesson: Configuring Workflow 9 Unit 5: Master Data 9 Lesson: Maintaining Vendors in SRM 9 Lesson: Replicating Materials 11 Unit 6: Connection to Catalogs 11 Lesson: Connecting Catalogs in SRM 13 Unit 7: Self-Service Procurement 13 Lesson: Creating Shopping Carts 13 Lesson: Ordering Direct Materials 13 Lesson: Confirming Goods Receipt 13 Lesson: Creating Invoices Copyright. All rights reserved. v

6 15 Unit 8: Operational and Strategic Purchasing 15 Lesson: Processing Purchase Orders 15 Lesson: Determining Sources of Supply 15 Lesson: Creating Contracts in SRM 15 Lesson: Creating a Supplier List 15 Lesson: Processing Requirements in Sourcing 15 Lesson: Determining Sources of Supply with RFx and Auctions 16 Lesson: Configuring Extended Classic Scenario 17 Unit 9: Procurement of External Requirements 17 Lesson: Processing External Requirements 19 Unit 10: Service Procurement 19 Lesson: Processing Requests for External Staff 19 Lesson: Ordering Services Using in the Classic Scenario 21 Unit 11: Administration 21 Lesson: Administering SRM 23 Unit 12: Procurement for Public Sector (PPS) 23 Lesson: Evaluating SRM for the Public Sector vi Copyright. All rights reserved.

7 Course Overview TARGET AUDIENCE This course is intended for the following audiences: Application Consultant Data Consultant/Manager Help Desk/CoE Support System Administrator Technology Consultant Copyright. All rights reserved. vii

9 UNIT 1 SAP Supplier Relationship Management (SRM) Server Lesson 1: Evaluating SRM Scenarios Evaluate Supplier Relationship Management (SRM) components and scenarios Evaluate SRM procurement scenarios Evaluate SRM implementation scenarios Copyright. All rights reserved. 1

11 UNIT 2 Back-End Integration Lesson 1: Evaluating SRM Server Architecture Evaluate SRM server architecture Lesson 2: Configuring the Communication Between SRM and Enterprise Resource Planning (ERP) Configure communication between SRM and ERP Lesson 3: Maintaining Product Categories Maintain product categories Lesson 4: Maintaining Number Ranges Maintain number ranges Lesson 5: Configuring Accounting Settings Configure accounting settings Lesson 6: Scheduling Background Jobs Copyright. All rights reserved. 3

13 UNIT 3 Organizational Structure and User Management Lesson 1: Maintaining the Organization Plan Maintain the organization plan Lesson 2: Maintaining Attributes in the Organization Plan Maintain mandatory attributes Lesson 3: Defining Purchasing Organizations and Groups Define purchasing organizations and groups Lesson 4: Using the SAP Enterprise Portal for the SRM User Interface Use the SAP Enterprise Portal for the SRM user interface Lesson 5: Creating Users in SRM and Enterprise Portal Evaluate Supplier Relationship Management (SRM) user maintenance options Create an SRM user with the SAP Enterprise Portal Create an SRM user in SAP GUI Copyright. All rights reserved. 5

14 Unit 3: Organizational Structure and User Management Check attribute consistency for SRM users Lesson 6: Activating Portal-Independent Navigation with SAP NetWeaverBusiness Client (NWBC) Activate Portal-independent navigation in SRM 6 Copyright. All rights reserved.

21 UNIT 7 Self-Service Procurement Lesson 1: Creating Shopping Carts Create shopping carts in SRM Lesson 2: Ordering Direct Materials Create shopping carts for direct procurements Lesson 3: Confirming Goods Receipt Confirm goods receipts in SRM Lesson 4: Creating Invoices Create invoices in SRM Copyright. All rights reserved. 13

23 UNIT 8 Operational and Strategic Purchasing Lesson 1: Processing Purchase Orders Process purchase orders Lesson 2: Determining Sources of Supply Maintain a product interlinkage Lesson 3: Creating Contracts in SRM Identify the contract types in SRM Create contracts in SRM Lesson 4: Creating a Supplier List Create a supplier list Lesson 5: Processing Requirements in Sourcing Process requirements in the sourcing cockpit Lesson 6: Determining Sources of Supply with RFx and Auctions Copyright. All rights reserved. 15

24 Unit 8: Operational and Strategic Purchasing Determine sources with RFx Determine sources with live auctions Lesson 7: Configuring Extended Classic Scenario Configure extended classic scenarios 16 Copyright. All rights reserved.

27 UNIT 10 Service Procurement Lesson 1: Processing Requests for External Staff Process requests for external staff Lesson 2: Ordering Services Using in the Classic Scenario Order services using the classic scenario Copyright. All rights reserved. 19

29 UNIT 11 Administration Lesson 1: Administering SRM Monitor applications in SRM Manage UI and field control in SRM Explain enterprise services in SRM Manage transport system and client copy Explain SRM One Client Explain Central Technical Configuration (CTC) Copyright. All rights reserved. 21