Introduction to Supplier Relationship Management p. 29 e-procurement and SRM p. 30 The SRM Vendor Landscape p. 34 Why SAP SRM p. 34 Summary p.

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1 Introduction to Supplier Relationship Management p. 29 e-procurement and SRM p. 30 The SRM Vendor Landscape p. 34 Why SAP SRM p. 34 Summary p. 37 SAP SRM — An Introduction p. 41 Evolution of SAP SRM p. 41 SAP SRM and SAP Enterprise Applications p. 42 Benefits of SAP SRM p. 43 Opportunities and Business Benefits Within SAP SRM p. 44 Process Benefits p. 45 Technology Benefits p. 46 People Benefits p. 47 Dissecting SAP SRM p. 48 Core Supply Processes p. 48 Operational Procurement p. 48 Strategic Sourcing p. 49 Supplier Enablement p. 50 SAP Components p. 50 SAP Enterprise Buyer (SAP EB) p. 51 SAP Bidding Engine p. 51 Supplier Self-Services p. 52 SAP Catalog Content Management (SRM-MDM Catalog) p. 53 SAP NetWeaver BW p. 53 SAP NetWeaver Process Integration p. 53 SAP NetWeaver Portal p. 54 Summary p. 54 Operational Procurement p. 55 Self-Service Procurement p. 59 Step 1: Create Shopping Cart p. 60 Step 2: Approve Reject p. 95 Step 3: PO Processing p. 96 Step 4: GR Processing p. 111 Step 5: Invoice Processing p. 121 Services Procurement p. 128 Create with Limit p. 129 Request for External Staff p. 130 Services with MM-SRM Integration p. 132 Confirmation and Invoice Entry p. 134 Plan-Driven Procurement p. 135 Summary p. 138

2 Strategic Sourcing and Contract Management p. 139 Strategic Sourcing p. 140 Supplier Screening and Selection p. 140 Source of Supply Determination (Sourcing) p. 141 RFQ and Bidding p. 152 The Bidding Engine — Bid Invitation in Detail p. 157 Bid Evaluation in Detail p. 160 Live Auction p. 163 Contract Management p. 171 Contract Initiation p. 174 Contract Creation and Negotiation p. 175 Contract Review p. 185 Contract Utilization p. 185 Contract Monitoring p. 186 Contract Renegotiation p. 187 Contract Distribution p. 189 What's New in Sourcing and Contract Management p. 190 Central Contract Management concept p. 190 Initial Upload of Contract from SAP ERP to SAP SRM p. 194 New Strategic Sourcing Offering — On-Demand Sourcing p. 195 Summary p. 196 Supplier Enablement p. 197 Supplier Enablement Using SAP SRM p. 199 Direct Access of SUS Application via BSP URL p. 200 Business Package or iview in the SAP NetWeaver Portal p. 201 Supplier Registration p. 202 Buyer Organization Registers the Supplier p. 203 Supplier Self-Registration p. 204 Supplier Collaboration: Order Collaboration p. 208 Service Procurement with Supplier Integration (EB-SUS) p. 211 Plan-Driven Procurement Scenario with Supplier Integration (MM-SUS) p. 222 Payment Status p. 226 Supplier Collaboration: Inventory and Replenishment p. 229 SAP NetWeaver Portal Business Package for Supplier Collaboration p. 229 Supply Network Planning p. 230 Design Collaboration Using SAP PLM p. 231 Design Collaboration Using SAP SRM p. 233 Design Collaboration via Bidding Engine by Purchasing Professional p. 233 Design Collaboration via a cfolders Project by an Engineering Professional p. 234 Summary p. 236 Catalog and Content Management — Crafting Your Catalog Strategy p. 239

3 Building a Robust Catalog Strategy p. 241 Types of Catalogs p. 241 What are RoundTrip and Punch-Out p. 243 A Single Catalog Solution Might Not be Enough p. 245 Connect with Your Suppliers for Onboarding p. 248 Standardize Commodities p. 249 Catalog and Content Management Using SAP SRM p. 252 The SRM-MDM Catalog 3.0 p. 252 The MDM Console, Data Manager, and Import Manager p. 256 SAP NetWeaver MDM — Organize Content Import p. 258 SAP NetWeaver MDM — Manage Content p. 259 SAP CCM — Search p. 260 Integration Scenarios for SRM and ERP p. 261 Configuration of the SRM-MDM Catalog Scenarios p. 264 Use of SAP NetWeaver PI p. 264 Set up the Open Catalog Interface (OCI) for SRM p. 265 Customizing the Web Service Call Structure in SAP SRM to Access Supplier Catalogs and p. 267 SRM-MDM Catalog Relevant URL Links p. 269 Relevant OSS Notes p. 269 Summary p. 270 Choosing Implementation Scenarios p. 271 Overview — SAP SRM Implementation Scenarios p. 271 The Classic Scenario p. 273 Which Organizations Should Look at This Scenario p. 275 Restrictions of the Classic Scenario p. 276 Impact on the SAP SRM Organizational Structure p. 276 Impact of Classic Scenario When Integrating Enterprise Buyer with Supplier Self-Services p. 276 Technical Extras p. 277 The Extended Classic Scenario p. 278 Which Organizations Should Consider This Scenario p. 280 Restrictions of the Extended Classic Scenario p. 281 Impact on the SRM Organizational Structure p. 282 Impact of Extended Classic Scenario When Integrating Enterprise Buyer with SUS p. 282 Purchase Order Consistency Check p. 282 Technical Extras p. 283 The Standalone Scenario p. 284 Which Organizations Should Consider this Scenario p. 286 Restrictions of the Standalone Scenario p. 286 Impact on the SRM Organizational Structure p. 286 Impact of Standalone Scenario When Integrating Enterprise Buyer with SUS p. 287

4 Technical Extras p. 287 Decoupled Scenario p. 288 Running Scenarios in Parallel p. 289 Technical Extras p. 290 Things to Remember and to Watch Out For p. 290 Relevant OSS Notes p. 291 Summary p. 291 Organizational Structure p. 293 Overview of the Organizational Structure in SAP SRM p. 295 The Details Area of the Organizational Structure p. 301 Basic Data Tab p. 301 Address Tab p. 301 Function Tab p. 303 Responsibility Tab p. 306 Attributes Tab p. 308 Extended Attributes Tab p. 310 Check Tab p. 311 Uploading Attributes via a Function Module p. 314 Customizing Attribute Maintenance p. 316 Customizing Delivered Standard Attributes p. 317 Create a New Attribute in the Organizational Structure p. 317 Maintaining Attribute Rights by Role p. 318 Deleting Organizational Objects in SRM p. 319 Best Practices for Creating and Managing the Organizational Structure p. 320 Key Organizational Structure Challenges p. 320 Transport the Organizational Structure p. 321 Integration with SAP ERP HCM — A Key Decision p. 322 Need for SAP SRM Integration with the SAP ERP HCM Organizational Structure p. 323 SAP ERP HCM Integration Scenarios — When to Integrate p. 323 Distributing the SAP ERP HCM Organizational Plan p. 326 Maintenance of Organizational Structure After HR Integration p. 326 Responsibility Matrix for Setting Up the Organizational Structure During an Implementation p. 327 Pros and Cons of Creating an Organizational Structure in SAP EB or Distributing from SAP p. 328 ERP HCM Creating an Organizational Structure in SAP SRM p. 328 Integrating and Using the SAP ERP HCM Organizational Structure p. 329 Impact of the Extended Classic Scenario on SAP SRM Organizational Structure p. 330 System Refresh Procedure Steps p. 331 Things to Remember p. 333 What's New in the Organizational Structure p. 333 Summary p. 334

5 Integration with SAP ERP Financials and SAP Project System p. 335 Financial Accounting in SAP p. 336 Integration of SAP ERP Financials with SAP SRM p. 339 Integration at the Master Data Level p. 339 Transaction Level Integration p. 344 Account Determination Based on Expense vs. Stocked Items p. 347 Overview of the Purchase-to-Pay Cycle p. 348 Classic Scenario: SAP SRM and Backend System is SAP ERP p. 350 Extended Classic Scenario: SAP SRM and Backend System in SAP ERP p. 351 Standalone Scenario: SAP SRM with Non-SAP Backend System p. 352 Budget Check in SAP SRM p. 353 Integration with Project System p. 357 Limitation of Extended Classic Scenario for SAP Public Sector Solution p. 362 Identified Gap p. 362 Solution Approach p. 362 Integration with cprojects p. 364 Relevant OSS Notes p. 365 Summary p. 366 The Role of Workflow in SAP SRM p. 367 Workflow in SAP SRM p. 370 Standard Delivered Workflows in SAP SRM p. 375 Shopping Cart Workflows p. 378 Purchase Order Approval Workflows p. 387 Confirmation Approval Workflows p. 388 Invoice Entry Approval Workflows p. 389 Purchase Order Response (POR) Approval Workflows p. 390 Contracts and Contract Changes (Version) Workflows p. 391 Bid Invitations and Bid Workflows p. 392 Procurement Card Workflows p. 392 User Master and Vendor Master Workflows p. 393 Online and Offline Approvals p. 394 Approval in SAP SRM Inbox p. 395 Approval via URL Link from p. 397 Approval Directly in Client (Offline Approval) p. 398 Implementation Best Practices p. 401 Security and Authorizations in Workflow p. 404 Responsibility Rules vs. Custom Z tables p. 408 What's New in SAP SRM 7.0 Workflow p. 409 Relevant OSS Notes p. 412 Summary p. 412 Managing Security in SAP SRM p. 413

6 Overview of Security in SAP p. 414 Security in SAP SRM p. 416 Common Questions About SRM Implementations p. 416 Similarities Between SAP ERP Enterprise and SAP SRM p. 417 Security Related Differences in SAP ERP vs. SAP SRM p. 420 User Creation in SAP SRM for SAP EB (Internal) p. 423 Using SAP SRM as a Standalone System p. 424 Using SAP ERP HCM Integration Scenario p. 431 Using CUA Within SAP SRM p. 433 User Creation in SRM for SAP EB (External) p. 435 Deleting Users in SAP SRM p. 437 Checking Users in SAP SRM p. 438 Roles and Authorizations in SAP SRM p. 440 Authorization Objects in SAP SRM p. 445 Impact of Organizational Structure in SAP SRM on Security p. 446 Organizational Structure as a Security Mechanism p. 446 Securing the Organizational Structure in a Decentralized Environment p. 450 Position-Based Security in SAP SRM p. 451 Relevant OSS Notes p. 454 Summary p. 454 Dependency of Master Data in SAP SRM and SAP ERP p. 455 Middleware p. 457 Locations, Payment Terms, and Pricing Conditions p. 460 Locations p. 460 Payment Terms p. 461 Pricing Conditions p. 462 Interlinkages p. 463 Interlinkages and Info Records p. 463 Vendor Lists, Contracts, and Catalogs p. 463 Vendor Lists p. 464 Contracts p. 467 Catalogs p. 467 Delivery Addresses p. 467 Addresses for Business Partners p. 468 External Business Partners in SAP SRM p. 470 Vendors p. 470 Bidders p. 478 Portal Vendor p. 480 Relevant OSS Notes p. 480 Summary p. 480 Architecture and Technology of SAP SRM p. 481

7 SAP SRM Functionalities and Matrix p. 483 Definition of Functionalities p. 483 SAP SRM Server Components — Overview p. 485 Business Scenario-Based Component Matrix p. 487 SAP SRM Architecture Based on Business Scenario p. 487 Self-Service Procurement Business Scenario p. 488 Plan-Driven Procurement Business Scenario p. 489 Service Procurement Business Scenario p. 490 SRM-MDM Business Scenario p. 491 Strategic Sourcing Business Scenario p. 492 Spend Analysis Business Scenario p. 493 SAP SRM Business Scenarios Using SAP NetWeaver PI p. 494 User Interface ITS to WebDynpro in SAP SRM p. 495 SRM Sizing p. 496 Summary p. 497 Upgrade — A How-To Approach p. 499 Why Upgrade p. 499 Decision Methodology p. 502 Working with a Decision Methodology p. 502 Answer the Question: Technical or Functional p. 503 Understand Your Current Environment p. 505 Expected Changes in New SRM Release p. 509 Upgrade — Tools and Resources p. 511 SAP Documentation p. 511 Modified Objects p. 512 Best Practices — Upgrade Impact p. 514 Upgrade Assessment — Process-Based Impact to User Community p. 515 Upgrade Assessment — Technical and Development Impact p. 516 Upgrade Assessment — Impact on End User Training p. 519 SAP SRM 7.0 – Major Changes p. 520 SAP SRM Upgrade — Lessons Learned p. 524 Upgrade Assessment — via a Questionnaire p. 525 Relevant OSS Notes p. 528 Summary p. 528 Performance Reporting via SAP NetWeaver BW p. 529 SAP NetWeaver BW with SAP SRM p. 530 Business Intelligence within SAP NetWeaver BW p. 531 Basic Reporting Concepts p. 532 SAP SRM Integration with SAP NetWeaver BW p. 533 Source System p. 533 Accessing Reports from SAP NetWeaver BW in SAP SRM p. 535

8 Standard SAP NetWeaver BW Business Content for SAP SRM p. 540 Key Benefits for Standard SAP NetWeaver BW Content p. 540 Release Compatibility for SAP SRM and SAP NetWeaver BW p. 541 Business Intelligence Content Delivered for SAP SRM p. 542 Operational Procurement Scenario p. 543 Some Standard SAP NetWeaver BW Reports for SAP SRM p. 545 SAP SRM Implementation Scenario Impact on SAP NetWeaver BW Reporting p. 549 The Classic Scenario p. 551 The Extended Classic Scenario p. 553 The Standalone (Lean) Scenario p. 554 The Decoupled Scenario p. 556 Delivered Reports in SRM 7.0 p. 556 Things to Remember p. 558 Relevant OSS Notes p. 559 Summary p. 559 SAP NetWeaver Portal and SAP SRM p. 561 SRM Business Packages for SAP NetWeaver Portal p. 563 Download the Business Package p. 564 Portal Security p. 567 User Authentication and SSO p. 567 Provide Roles and Authorizations for Accessing Content in Portal Environment p. 568 What's New in SAP SRM 7.0 p. 570 WebDynpro p. 570 Personal Object Worklist p. 571 Universal Worklist p. 572 Relevant OSS Notes and Links p. 574 Summary p. 574 Customer Case Studies p. 575 Case Study #1: New SAP ERP and SAP SRM Implementation p. 575 Project Scope: SAP ERP and SAP SRM p. 576 Key Challenges Prior to Implementing SAP SRM p. 577 SAP SRM Application Design and Implementation Scenario p. 577 SAP Landscape and Environment p. 579 Case Study #2: Existing SAP Customer with New SAP SRM and E-Sourcing Implementation p. 580 Project Scope: SAP ERP and SAP SRM p. 580 Key Challenges Prior to Implementing SAP SRM p. 581 SAP SRM Application Design and Implementation Scenario p. 581 SAP Landscape and Environment p. 584 Summary p. 584 SAP E-Sourcing p. 585 SAP E-Sourcing p. 588

9 On-Demand p. 591 Hosted p. 591 On-Premise p. 592 SAP E-Sourcing 5.1 Architecture p. 592 SAP E-Sourcing Integration with SAP ERP and SAP SRM p. 593 SAP E-Sourcing Integration Package p. 593 Relevant OSS Notes and Links p. 595 Summary p. 596 SAP Solution Manager and SAP SRM p. 597 Solution Manager Relevance to SAP SRM p. 599 Installation and Maintenance of the SAP SRM Application p. 600 Standard Implementation Content for SAP SRM p. 601 Configuring the Solution Manager for SAP SRM p. 604 Step 1: Upload Content for SAP SRM 7.0 p. 604 Step 2: Set Up All Systems in Landscape Using SMSY p. 604 Step 3: Create a Project (SOLAR_PROJECT_ADMIN) p. 605 Step 4: Document Your Core Business Processes (SOLAR01) p. 606 Step 5: Configure Your Project (SOLAR 02) p. 607 Step 6: Evaluate and Report on the Project (SOLAR_EVAL) p. 609 Relevant OSS Notes and Links p. 610 Summary p. 610 Procurement for Public Sector p. 613 SAP SRM and SAP Procurement for Public Sector p. 613 What Is Different in SAP PPS p. 616 Summary p. 620 Selected Configuration in SAP SRM p. 623 Integrate Organizational Structure with SAP ERP HCM p. 623 Prerequisites for Integration p. 623 Filtering of Objects to be Distributed from SAP ERP into SAP SRM p. 624 Activating Change Pointers p. 627 Distribute the SAP ERP HCM Organizational Model (Initial Distribution) p. 630 Synchronizing Data Distributed from SAP ERP HCM to SAP SRM p. 630 Workflow: Restriction for Changing and Adding Approvers in the Shopping Cart p. 632 Changing the Approver Determined by the System p. 632 Adding an Ad-Hoc Approver p. 633 MRP Integration with SAP SRM p. 634 Other Configuration with SAP SRM p. 639 Summary p. 639 Book Conclusion p. 639 SRM Functionality Matrix p. 643 Jobs that Require Scheduling p. 645

10 Jobs Required in SAP SRM p. 645 Jobs Required in SAP ERP p. 649 Using Different Browsers with SAP SRM p. 651 Using Business Add-Ins with SAP SRM p. 653 Implementing a BAdI p. 653 Multiple Use p. 654 Filter Dependent p. 654 Examples of BAdIs in SAP SRM p. 655 BAdI: Change Display in Shopping Cart (BBP_SC_MODIFY_UI) p. 655 BAdI: Define Target Objects (BBP_TARGET_OBJECTS) p. 656 BAdI: Change Purchasing Document Data (BBP_DOC_CHANGE_BAdI) p. 657 BAdI: Check Purchasing Document (BBP_DOC_CHECK_BAdI) p. 658 List of BAdIs in SAP SRM p. 659 Obsolete BAdIs for Organizations Implementing SAP SRM 7.0 p. 661 Customer Fields in SAP SRM p. 669 Customer-Specific Fields in SAP SRM Document Types p. 669 Procedure for Creating a User-Defined Field p. 670 Related OSS NOTES p. 672 Business Objects in SAP SRM p. 673 Authorization Objects p. 675 Quiz for Testing your SAP SRM Knowledge p. 679 Questions p. 679 Answers p. 683 Explanations for the Answers p. 683 System Refresh Procedures p. 691 Organization Structure Attributes p. 693 Useful Transactions and Function Modules p. 703 The Author p. 709 Index p. 711 Table of Contents provided by Blackwell's Book Services and R.R. Bowker. Used with permission.