1... Introduction to Supplier Relationship Management SAP SRM An Introduction Operational Procurement... 55

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1 1... Introduction to Supplier Relationship Management e-procurement and SRM The SRM Vendor Landscape Why SAP SRM Summary SAP SRM An Introduction Evolution of SAP SRM SAP SRM and SAP Enterprise Applications Benefits of SAP SRM Opportunities and Business Benefits Within SAP SRM Process Benefits Technology Benefits People Benefits Dissecting SAP SRM Core Supply Processes Operational Procurement Strategic Sourcing Supplier Enablement SAP Components SAP Enterprise Buyer (SAP EB) SAP Bidding Engine Supplier Self-Services SAP Catalog Content Management (SRM-MDM Catalog) SAP NetWeaver BW SAP NetWeaver Process Integration SAP NetWeaver Portal Summary Operational Procurement Self-Service Procurement Step 1: Create Shopping Cart Step 2: Approve Reject Step 3: PO Processing Step 4: GR Processing Step 5: Invoice Processing Services Procurement Create with Limit Request for External Staff Services with MM-SRM Integration Confirmation and Invoice Entry Plan-Driven Procurement Summary Strategic Sourcing and Contract Management Strategic Sourcing Supplier Screening and Selection Source of Supply Determination (Sourcing) RFQ and Bidding The Bidding Engine Bid Invitation in Detail Bid Evaluation in Detail Live Auction

2 Contract Management Contract Initiation Contract Creation and Negotiation Contract Review Contract Utilization Contract Monitoring Contract Renegotiation Contract Distribution What s New in Sourcing and Contract Management Central Contract Management concept Initial Upload of Contract from SAP ERP to SAP SRM New Strategic Sourcing Offering On-Demand Sourcing Summary Supplier Enablement Supplier Enablement Using SAP SRM Direct Access of SUS Application via BSP URL Business Package or iview in the SAP NetWeaver Portal Supplier Registration Buyer Organization Registers the Supplier Supplier Self-Registration Supplier Collaboration: Order Collaboration Service Procurement with Supplier Integration (EB-SUS) Plan-Driven Procurement Scenario with Supplier Integration (MM-SUS) Payment Status Supplier Collaboration: Inventory and Replenishment SAP NetWeaver Portal Business Package for Supplier Collaboration Supply Network Planning Design Collaboration Using SAP PLM Design Collaboration Using SAP SRM Design Collaboration via Bidding Engine by Purchasing Professional Design Collaboration via a cfolders Project by an Engineering Professional Summary Catalog and Content Management Crafting Your Catalog Strategy Building a Robust Catalog Strategy Types of Catalogs What are RoundTrip and Punch-Out A Single Catalog Solution Might Not be Enough Connect with Your Suppliers for Onboarding Standardize Commodities Catalog and Content Management Using SAP SRM The SRM-MDM Catalog The MDM Console, Data Manager, and Import Manager SAP NetWeaver MDM Organize Content Import SAP NetWeaver MDM Manage Content SAP CCM Search Integration Scenarios for SRM and ERP Configuration of the SRM-MDM Catalog Scenarios Use of SAP NetWeaver PI Set up the Open Catalog Interface (OCI) for SRM Customizing the Web Service Call Structure in SAP SRM to Access Supplier Catalogs and SRM-MDM Catalog

3 Relevant URL Links Relevant OSS Notes Summary Choosing Implementation Scenarios Overview SAP SRM Implementation Scenarios The Classic Scenario Which Organizations Should Look at This Scenario Restrictions of the Classic Scenario Impact on the SAP SRM Organizational Structure Impact of Classic Scenario When Integrating Enterprise Buyer with Supplier Self- Services Technical Extras The Extended Classic Scenario Which Organizations Should Consider This Scenario Restrictions of the Extended Classic Scenario Impact on the SRM Organizational Structure Impact of Extended Classic Scenario When Integrating Enterprise Buyer with SUS Purchase Order Consistency Check Technical Extras The Standalone Scenario Which Organizations Should Consider this Scenario Restrictions of the Standalone Scenario Impact on the SRM Organizational Structure Impact of Standalone Scenario When Integrating Enterprise Buyer with SUS Technical Extras Decoupled Scenario Running Scenarios in Parallel Technical Extras Things to Remember and to Watch Out For Relevant OSS Notes Summary Organizational Structure Overview of the Organizational Structure in SAP SRM The Details Area of the Organizational Structure Basic Data Tab Address Tab Function Tab Responsibility Tab Attributes Tab Extended Attributes Tab Check Tab Uploading Attributes via a Function Module Customizing Attribute Maintenance Customizing Delivered Standard Attributes Create a New Attribute in the Organizational Structure Maintaining Attribute Rights by Role Deleting Organizational Objects in SRM Best Practices for Creating and Managing the Organizational Structure Key Organizational Structure Challenges Transport the Organizational Structure

4 Integration with SAP ERP HCM A Key Decision Need for SAP SRM Integration with the SAP ERP HCM Organizational Structure SAP ERP HCM Integration Scenarios When to Integrate Distributing the SAP ERP HCM Organizational Plan Maintenance of Organizational Structure After HR Integration Responsibility Matrix for Setting Up the Organizational Structure During an Implementation Pros and Cons of Creating an Organizational Structure in SAP EB or Distributing from SAP ERP HCM Creating an Organizational Structure in SAP SRM Integrating and Using the SAP ERP HCM Organizational Structure Impact of the Extended Classic Scenario on SAP SRM Organizational Structure System Refresh Procedure Steps Things to Remember What s New in the Organizational Structure Summary Integration with SAP ERP Financials and SAP Project System Financial Accounting in SAP Integration of SAP ERP Financials with SAP SRM Integration at the Master Data Level Transaction Level Integration Account Determination Based on Expense vs. Stocked Items Overview of the Purchase-to-Pay Cycle Classic Scenario: SAP SRM and Backend System is SAP ERP Extended Classic Scenario: SAP SRM and Backend System in SAP ERP Standalone Scenario: SAP SRM with Non-SAP Backend System Budget Check in SAP SRM Integration with Project System Limitation of Extended Classic Scenario for SAP Public Sector Solution Identified Gap Solution Approach Integration with cprojects Relevant OSS Notes Summary The Role of Workflow in SAP SRM Workflow in SAP SRM Standard Delivered Workflows in SAP SRM Shopping Cart Workflows Purchase Order Approval Workflows Confirmation Approval Workflows Invoice Entry Approval Workflows Purchase Order Response (POR) Approval Workflows Contracts and Contract Changes (Version) Workflows Bid Invitations and Bid Workflows Procurement Card Workflows User Master and Vendor Master Workflows Online and Offline Approvals Approval in SAP SRM Inbox Approval via URL Link from Approval Directly in Client (Offline Approval)

5 Implementation Best Practices Security and Authorizations in Workflow Responsibility Rules vs. Custom Z tables What s New in SAP SRM 7.0 Workflow Relevant OSS Notes Summary Managing Security in SAP SRM Overview of Security in SAP Security in SAP SRM Common Questions About SRM Implementations Similarities Between SAP ERP Enterprise and SAP SRM Security Related Differences in SAP ERP vs. SAP SRM User Creation in SAP SRM for SAP EB (Internal) Using SAP SRM as a Standalone System Using SAP ERP HCM Integration Scenario Using CUA Within SAP SRM User Creation in SRM for SAP EB (External) Deleting Users in SAP SRM Checking Users in SAP SRM Roles and Authorizations in SAP SRM Authorization Objects in SAP SRM Impact of Organizational Structure in SAP SRM on Security Organizational Structure as a Security Mechanism Securing the Organizational Structure in a Decentralized Environment Position-Based Security in SAP SRM Relevant OSS Notes Summary Dependency of Master Data in SAP SRM and SAP ERP Middleware Locations, Payment Terms, and Pricing Conditions Locations Payment Terms Pricing Conditions Interlinkages Interlinkages and Info Records Vendor Lists, Contracts, and Catalogs Vendor Lists Contracts Catalogs Delivery Addresses Addresses for Business Partners External Business Partners in SAP SRM Vendors Bidders Portal Vendor Relevant OSS Notes Summary Architecture and Technology of SAP SRM SAP SRM Functionalities and Matrix Definition of Functionalities

6 SAP SRM Server Components Overview Business Scenario-Based Component Matrix SAP SRM Architecture Based on Business Scenario Self-Service Procurement Business Scenario Plan-Driven Procurement Business Scenario Service Procurement Business Scenario SRM-MDM Business Scenario Strategic Sourcing Business Scenario Spend Analysis Business Scenario SAP SRM Business Scenarios Using SAP NetWeaver PI User Interface ITS to WebDynpro in SAP SRM SRM Sizing Summary Upgrade A How-To Approach Why Upgrade Decision Methodology Working with a Decision Methodology Answer the Question: Technical or Functional Understand Your Current Environment Expected Changes in New SRM Release Upgrade Tools and Resources SAP Documentation Modified Objects Best Practices Upgrade Impact Upgrade Assessment Process-Based Impact to User Community Upgrade Assessment Technical and Development Impact Upgrade Assessment Impact on End User Training SAP SRM 7.0 Major Changes SAP SRM Upgrade Lessons Learned Upgrade Assessment via a Questionnaire Relevant OSS Notes Summary Performance Reporting via SAP NetWeaver BW SAP NetWeaver BW with SAP SRM Business Intelligence within SAP NetWeaver BW Basic Reporting Concepts SAP SRM Integration with SAP NetWeaver BW Source System Accessing Reports from SAP NetWeaver BW in SAP SRM Standard SAP NetWeaver BW Business Content for SAP SRM Key Benefits for Standard SAP NetWeaver BW Content Release Compatibility for SAP SRM and SAP NetWeaver BW Business Intelligence Content Delivered for SAP SRM Operational Procurement Scenario Some Standard SAP NetWeaver BW Reports for SAP SRM SAP SRM Implementation Scenario Impact on SAP NetWeaver BW Reporting The Classic Scenario The Extended Classic Scenario The Standalone (Lean) Scenario The Decoupled Scenario

7 Delivered Reports in SRM Things to Remember Relevant OSS Notes Summary SAP NetWeaver Portal and SAP SRM SRM Business Packages for SAP NetWeaver Portal Download the Business Package Portal Security User Authentication and SSO Provide Roles and Authorizations for Accessing Content in Portal Environment What s New in SAP SRM WebDynpro Personal Object Worklist Universal Worklist Relevant OSS Notes and Links Summary Customer Case Studies Case Study #1: New SAP ERP and SAP SRM Implementation Project Scope: SAP ERP and SAP SRM Key Challenges Prior to Implementing SAP SRM SAP SRM Application Design and Implementation Scenario SAP Landscape and Environment Case Study #2: Existing SAP Customer with New SAP SRM and E-Sourcing Implementation Project Scope: SAP ERP and SAP SRM Key Challenges Prior to Implementing SAP SRM SAP SRM Application Design and Implementation Scenario SAP Landscape and Environment Summary SAP E-Sourcing SAP E-Sourcing On-Demand Hosted On-Premise SAP E-Sourcing 5.1 Architecture SAP E-Sourcing Integration with SAP ERP and SAP SRM SAP E-Sourcing Integration Package Relevant OSS Notes and Links Summary SAP Solution Manager and SAP SRM Solution Manager Relevance to SAP SRM Installation and Maintenance of the SAP SRM Application Standard Implementation Content for SAP SRM Configuring the Solution Manager for SAP SRM Step 1: Upload Content for SAP SRM Step 2: Set Up All Systems in Landscape Using SMSY Step 3: Create a Project (SOLAR_PROJECT_ADMIN) Step 4: Document Your Core Business Processes (SOLAR01) Step 5: Configure Your Project (SOLAR 02)

8 Step 6: Evaluate and Report on the Project (SOLAR_EVAL) Relevant OSS Notes and Links Summary Procurement for Public Sector SAP SRM and SAP Procurement for Public Sector What Is Different in SAP PPS Summary Selected Configuration in SAP SRM Integrate Organizational Structure with SAP ERP HCM Prerequisites for Integration Filtering of Objects to be Distributed from SAP ERP into SAP SRM Activating Change Pointers Distribute the SAP ERP HCM Organizational Model (Initial Distribution) Synchronizing Data Distributed from SAP ERP HCM to SAP SRM Workflow: Restriction for Changing and Adding Approvers in the Shopping Cart Changing the Approver Determined by the System Adding an Ad-Hoc Approver MRP Integration with SAP SRM Other Configuration with SAP SRM Summary Book Conclusion A... SRM Functionality Matrix B... Jobs that Require Scheduling B.1... Jobs Required in SAP SRM B.2... Jobs Required in SAP ERP C... Using Different Browsers with SAP SRM D... Using Business Add-Ins with SAP SRM D.1... Implementing a BAdI D Multiple Use D Filter Dependent D.2... Examples of BAdIs in SAP SRM D BAdI: Change Display in Shopping Cart (BBP_SC_MODIFY_UI) D BAdI: Define Target Objects (BBP_TARGET_OBJECTS) D BAdI: Change Purchasing Document Data (BBP_DOC_CHANGE_BAdI) D BAdI: Check Purchasing Document (BBP_DOC_CHECK_BAdI) D.3... List of BAdIs in SAP SRM D Obsolete BAdIs for Organizations Implementing SAP SRM E... Customer Fields in SAP SRM E.1... Customer-Specific Fields in SAP SRM Document Types E Procedure for Creating a User-Defined Field E.2... Related OSS NOTES F... Business Objects in SAP SRM G... Authorization Objects H... Quiz for Testing your SAP SRM Knowledge H.1... Questions

9 H.2... Answers H.3... Explanations for the Answers I... System Refresh Procedures J... Organization Structure Attributes K... Useful Transactions and Function Modules L... The Author Index