SAP Sourcing/CLM Webcast Series SAP SRM Integrated Business Process. November 2013 Ed Dunne, SAP Sourcing/CLM Product Management
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1 SAP Sourcing/CLM Webcast Series SAP SRM Integrated Business Process November 2013 Ed Dunne, SAP Sourcing/CLM Product Management
2 SAP Sourcing / CLM 2013 Webcast Series Goal Spread the knowledge about SAP Sourcing Build and leverage the SAP Sourcing community Audience SAP Consulting and Field Services Partner Consulting SAP Sourcing Customers Upcoming Webcasts Navigation of SAP Service Marketplace Debugging Netweaver Logs 2013 SAP AG. All rights reserved. Confidential 2
3 SAP Sourcing/CLM Upcoming Trainings Technical Training When: Dec, 2 Dec, 6 Where: Newtown Sq, PA Who: Vikram Shanmugasundaram How to sign up? Search for TSO100/150/180 Contact: armin.fakouhi@sap.com 2013 SAP AG. All rights reserved. Confidential 3
4 Agenda SRM Integration Overview Master Data Integration Scenarios Business Process Integration Scenario 2013 SAP AG. All rights reserved. Confidential 4
5 Content Introduction Integration High Level Overview Integration Scenario Details SAP Sourcing /CLM with SAP SRM Master Data Integration Scenarios Dependent Data (Customizing) Material Master, Vendor Master Business Process Integration Scenario Send SAP Sourcing Agreement to SRM as Central Contract 2013 SAP AG. All rights reserved. Confidential 5
6 SRM Integration Overview
7 SAP s Integrated Source-to-Pay Solution Vision A complete integrated solution to support full end-to-end procurement End-User Procurement Sourcing Contract Management Procurement Execution SPM SAP Sourcing SRM ERP Analyze Spend Shopping Cart Purchase Requisition (CPPR) Identify Opportunities Project Management Demand Aggregation (SoCo) RFX/Auction RFX/Auction/ Award (Bidding Engine) RFQ Award Legal Contract (Master Agreement) Central Contract Operational Contract (Outline Agreement) Purchase Order Purchase Order Confirmation/ Goods Receipt Invoice / Payment Supplier Management* Enterprise Portal (User Mgmt, Auth, Roles, SSO, etc)* BI / Analytics / Optimization* Third Party (e.g. D&B, tax)* Specification / Document Management* Master Data* With additional integration options, you have the flexibility to model many different scenarios. Not all components and integration points are required for every customer situation. The model can be extended with custom integration scenarios. Legend: Existing integration Typical custom integration scenario General flow is left to right. Arrows illustrates the key integration touchpoints * Vertical gray topics have integration to many areas. Arrows not shown for brevity 2013 SAP AG. All rights reserved. Confidential 7
8 SAP Sourcing SRM Integration SAP Sourcing and SRM Integration Bridging the gap between operational and legal contract management Rel. 9.0 provided out-of-the box integration with SRM 7.0 allowing for flexible maintenance of legal and operational contract details between SAP Sourcing and SRM resulting in better contract compliance, visibility and monitoring. Solution Enhancements Ability to import Price conditions from SRM into SAP sourcing and replicate them to SRM Central Contract Ability to import master data from multiple backend ERP systems Ability to transfer CLM Master Agreement and Sub-agreement to SRM and create SRM Central Contract SRM or SAP Sourcing systems can be configured as system for line items maintenance Ability to negotiate global contract on SAP Sourcing including materials from multiple Back end ECC systems Key Benefits Optimization of contract terms and contract compliance Ability to populate master and configuration data from multiple ERP systems into SAP Sourcing Linking CLM Legal contracts with operational details including pricing Ability to Distribute replicated contract to multiple ERP s from SRM Ability to deal with complex enterprise procurement structure Ability to publish the items to catalogue in SRM from replicated contract Configurability Flexibility to choose the system of record for line items containing negotiated pricing (SAP Sourcing or SRM) Accessibility Document referential integrity links between systems for easy navigation and accessibility Easier visibility of contract execution information 2013 SAP AG. All rights reserved. Confidential 8
9 SAP Sourcing / CLM SRM Integration Process Flow SAP CLM Master Agreement and Contract Document Common Master Data and Configuration Data from one or multiple ECC systems 2013 SAP AG. All rights reserved. Confidential 9
10 SAP SRM and SAP Sourcing/CLM Integration System Landscape and Data Transport File Transfer ERP ALE/IDoc PI HTTPS FTPS SAP Sourcing/CLM SRM ESOA Web Services File Transfer 2013 SAP AG. All rights reserved. Confidential 10
11 SRM Master Data Integration
12 SAP Sourcing / CLM ERP Integration Customizing and Master Data Integration Technical Process Overview ERP PI SAP Sourcing Material master IDoc MATMAS IDoc Adapter Mapping FTP Adapter Vendor master IDoc CREMAS IDoc Adapter Material outbound XML fiile Product Mapping FTP Adapter Master and Customizing Data transfer reports File downloads Vendor outbound XML fiile File Importer Supplier Master and Customizing Data XML files Customizing SRM Customizing Data transfer report File download 2013 SAP AG. All rights reserved. Confidential 12
13 Available ERP & SRM reports for file based extraction (System startup) ERP Report BBP_ES_CUSTOMIZINGDATA_EXT_CSV Extraction in CSV format Report BBP_ES_CUSTOMIZINGDATA_EXTRACT Extraction in XML Format Report BBP_ES_MASTERDATA_EXTRACT Extraction in XML Format Unit of measure categories Unit of measure category texts Company codes Payment terms Material group (product category) Plant Price conditions/condition types Purchasing organizations Purchasing groups ERP regions Incoterms Vendor account group Unit of measure Unit of measure ISO codes Currency Currency ISO Codes Supplier Master Material Master SRM Report BBP_ CONDDATA_EXTRACT Extraction in XML Format Price conditions/condition types 2013 SAP AG. All rights reserved. Confidential 13
14 Master Data Integration Ongoing maintenance: Material Master 2013 SAP AG. All rights reserved. Confidential 14
15 Master Data Integration Ongoing maintenance: Vendor Master 2013 SAP AG. All rights reserved. Confidential 15
16 SRM Integration: Master and Config Data Standard Reports are available to extract common master and config data from one or multiple ECC systems Following can be imported from multiple ERP systems: Vendors, Materials, Product Categories, Plants, Purchasing Orgs, Purchasing Groups, Company Codes & Payment terms Price Condition Types, Text IDs, and Business Transaction Types are taken from the SRM system 2013 SAP AG. All rights reserved. Confidential 16
17 SRM Business Process Integration
18 SRM Business Process Integration Architecture Requires a non-modifiable add-on installation of an Integration component on SRM. Requires SAP XI/PI: Standard mapping content delivered by SAP. Supports integration with SRM 7.0 and EHP1, EHP2, and EHP SAP AG. All rights reserved. Confidential 18
19 SAP Sourcing / CLM SRM Integration Business Process Integration - Technical Process Overview 2013 SAP AG. All rights reserved. Confidential 19
20 Common Features of Sourcing/CLM Integrated Business Documents Cross-System Document References on Header and Line Item level Price Conditions throughout the complete Business Process starting with RFx, RFx Response & Award and Master Agreement & (Sub-) Agreement. Full pricing condition transfer incl. price scales Material and free text Service items supported throughout the complete Business Process (from the ERP Purchase Requisition to SAP Sourcing/CLM RFx, Auction, Master Agreement to SRM and then optionally back to ERP) Improved integrity and compliance between the integrated documents (Create, Update, Cancel actions are tightly synchronized) 2013 SAP AG. All rights reserved. Confidential 20
21 SRM Integrated Doc Types Separate SRM Integrated Document Types are necessary 2013 SAP AG. All rights reserved. Confidential 21
22 SRM Integrated Doc type: Configuration Defaults Configuration and Defaults can be maintained in these Doc types 2013 SAP AG. All rights reserved. Confidential 22
23 SRM Integration: CLM Agreement Materials from Multiple ERP systems can be on Line Items published to SRM 2013 SAP AG. All rights reserved. Confidential 23
24 SRM Integration: CLM Agreement Material Master, Free Text Material and Service Item Types Supported 2013 SAP AG. All rights reserved. Confidential 24
25 SRM Integration: Triggering replication Menu Publish action to trigger replication You can trigger replication using this menu action 2013 SAP AG. All rights reserved. Confidential 25
26 SRM Integration: Synchronous Replication Synchronous Replication of Master Agreement / Sub-Agreement from CLM to SRM Central Contract 2013 SAP AG. All rights reserved. Confidential 26
27 Reference of Central Contract in Agreement Doc Links Doc links reference of SRM Central Contract upon successful replication 2013 SAP AG. All rights reserved. Confidential 27
28 Reference to CLM Master Agreement from SRM Reference to CLM Master Agreement on SRM Central Contract upon successful replication 2013 SAP AG. All rights reserved. Confidential 28
29 SRM Integration: CLM Agreement Integration Tab Date / Time of Publish on Integration Tab 2013 SAP AG. All rights reserved. Confidential 29
30 SRM Integration: CLM Agreement Integration Tab Ability to Disable Validations 2013 SAP AG. All rights reserved. Confidential 30
31 SRM Integration Validations: CLM Agreement Help 2013 SAP AG. All rights reserved. Confidential 31
32 SRM Integration: Line item maintenance Line items can be maintained in SRM or CLM (determined by configuration). If maintained in SRM, line items cannot be maintained in CLM. If maintained in CLM, line items will be replicated to SRM and then locked in SRM no further changes are allowed in SRM and no new line items can be added in SRM SAP AG. All rights reserved. Confidential 32
33 SRM Integration: Distribute Line Items to Catalog Ability to distribute replicated Central Contract lines to the SRM Catalog 2013 SAP AG. All rights reserved. Confidential 33
34 SRM Integration: Distribute Central Contract to Multiple ERPs Ability to distribute replicated Central Contract lines to multiple ERP s or Purchasing Orgs from SRM 2013 SAP AG. All rights reserved. Confidential 34
35 SAP Sourcing/CLM and SRM Integration Highlights Summary Ability to transfer the CLM MA/SA to SRM and create a central contract SAP CLM can be used with or without line items. For example have only the legal contract in CLM and publish it to SRM where the items will be added. Or have items as well in CLM and in SRM only the distribution to the different ERP system(s) needs to be maintained Ability to negotiate global contract on SAP Sourcing including materials from multiple Back end ECC system Ability to Distribute the replicated contract to multiple SAP ERP s from SAP SRM Ability to publish the items to catalogue in SRM from replicated contract 2013 SAP AG. All rights reserved. Confidential 35
36 Additional Resources SCN Blog Post: SAP Sourcing/SAP CLM integration with SAP SRM Configuration Guide for Integration of SAP Sourcing/CLM with SAP SRM on SAP Service Marketplace: SAP AG. All rights reserved. Confidential 36
37 Q&A
38 Thank You SAP Sourcing/CLM Center of Excellence 245 First Street, Cambridge, MA
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