Enhancing Supplier Relationship Management Using SAP SRM
A detailed and practical understanding of SAP SRM
1st Edition
Published on 28. June 2007
Book
Hardback
695 pages
978-1-59229-068-0 (ISBN)
Description
This book will help readers leverage valuable insights for implementation strategies and methodologies for implementing mySAP SRM to enhance procurement in their companies.
Tips and tricks, changes brought about by 5.0 and customization will be woven in throughout the book. It will provide valuable insight on integration and dependencies of mySAP SRM with core SAP R/3 components like MM, IM, FI and HR.
Highlights include:
Operational Procurement
Supplier Collaboration
Integration Issues
Architecture
Performance Monitoring
Upgrading
Strategic Purchasing and Sourcing
Implementation
More details
Other editions
New editions
Sachin Sethi
Enhancing Supplier Relationship Management Using SAP SRM
A detailed and practical understanding of SAP SRM
Book
11/2009
2nd Edition
Rheinwerk
€79.95
Article is exhausted; no reprint
Person
Author
Sachin Sethi, the resident SAP SRM solution expert at searchsap.com, has more than nine years of consulting experience implementing eBusiness solutions and ERP applications. A certified SAP SRM Solutions expert, Sachin has worked with the SAP SRM/EBP product since its initial BBP 1.0 release.
Content
PART I: HOW SRM FITS WITHIN AN ORGANIZATION
1 ... Introduction to Supplier Relationship Management ... 29
... 1.1 ... E-Procurement and SRM ... 30
... 1.2 ... The SRM Vendor Landscape ... 34
... 1.3 ... Why SAP SRM? ... 35
... 1.4 ... Summary ... 37
PART II: WHAT IS SAP SRM?
2 ... SAP SRM - An Introduction ... 41
... 2.1 ... Evolution of SAP SRM ... 41
... 2.2 ... SRM and SAP Enterprise Applications ... 42
... 2.3 ... Benefits of SAP SRM ... 43
... 2.4 ... Dissecting my SAP SRM ... 48
... 2.5 ... SAP Components ... 51
... 2.6 ... Summary ... 55
3 ... Operational Procurement ... 57
... 3.1 ... Self-Service Procurement ... 61
... 3.2 ... Services Procurement ... 129
... 3.3 ... Plan-Driven Procurement ... 136
... 3.4 ... What's New in Operational Procurement? ... 140
... 3.5 ... Summary ... 143
4 ... Strategic Sourcing and Contract Management ... 145
... 4.1 ... Strategic Sourcing ... 146
... 4.2 ... Contract Management ... 177
... 4.3 ... What's New in Sourcing and Contract Management? ... 196
... 4.4 ... Summary ... 198
5 ... Supplier Enablement ... 199
... 5.1 ... Supplier Enablement Using SAP SRM ... 201
... 5.2 ... Supplier Registration ... 205
... 5.3 ... Supplier Collaboration: Order Collaboration ... 210
... 5.4 ... Supplier Collaboration: Inventory and Replenishment ... 230
... 5.5 ... Design Collaboration Using SAP PLM ... 232
... 5.6 ... Design Collaboration Using SAP SRM ... 233
... 5.7 ... Summary ... 236
PART III: SAP SRM IMPLEMENTATION, INTEGRATION, AND UPGRADES
6 ... Catalog and Content Management - Crafting Your Catalog Strategy ... 241
... 6.1 ... Building a Robust Catalog Strategy ... 243
... 6.2 ... Catalog and Content Management Using SAP SRM ... 254
... 6.3 ... Summary ... 278
7 ... Choosing Implementation Scenarios ... 281
... 7.1 ... Overview - SAP SRM Implementation Scenarios ... 281
... 7.2 ... The Classic Scenario ... 283
... 7.3 ... The Extended Classic Scenario ... 289
... 7.4 ... The Standalone Scenario ... 295
... 7.5 ... Other Scenarios ... 299
... 7.6 ... Things to Remember and to Watch Out For ... 301
... 7.7 ... Relevant OSS Notes ... 302
... 7.8 ... Summary ... 303
8 ... Organizational Structure ... 305
... 8.1 ... Overview of the Organizational Structure in SAP SRM ... 307
... 8.2 ... The Details Area of the Organizational Structure ... 313
... 8.3 ... Uploading Attributes via a Function Module ... 327
... 8.4 ... Customizing Attribute Maintenance ... 329
... 8.5 ... Deleting Organizational Objects in SRM ... 332
... 8.6 ... Best Practices for Creating and Managing the Organizational Structure ... 333
... 8.7 ... Integration with SAP HR - A Key Decision ... 335
... 8.8 ... Pros and Cons of Creating an Organizational Structure in EBP or Distributing from HR ... 341
... 8.9 ... Impact of the Extended Classic Scenario on SRM Organizational Structure ... 343
... 8.10 ... System Refresh Procedure Steps ... 344
... 8.11 ... Things to Remember ... 346
... 8.12 ... What's New in the Organizational Structure? ... 346
... 8.13 ... Summary ... 347
9 ... Integration with Financials and Project Systems ... 349
... 9.1 ... Financial Accounting in SAP ... 350
... 9.2 ... Integration of SAP Financials with SAP SRM ... 352
... 9.3 ... Overview of the Purchase-to-Pay Cycle ... 362
... 9.4 ... Budget Check in SAP SRM ... 367
... 9.5 ... Integration with Project Systems ... 370
... 9.6 ... Limitation of Extended Classic Scenario for SAP Public Sector Solution ... 374
... 9.7 ... Relevant OSS Notes ... 377
... 9.8 ... Summary ... 377
10 ... The Role of Workflow in SAP SRM ... 379
... 10.1 ... Workflow in SAP SRM ... 382
... 10.2 ... Standard Delivered workflows in SRM ... 387
... 10.3 ... Online and Offline Approvals ... 406
... 10.4 ... Implementation Best Practices ... 414
... 10.5 ... Security and Authorizations in Workflow ... 417
... 10.6 ... Responsibility Rules vs. Custom Z tables ... 422
... 10.7 ... Extras ... 423
... 10.8 ... Relevant OSS Notes ... 424
... 10.9 ... Summary ... 425
11 ... Managing Security in SAP SRM ... 427
... 11.1 ... Overview of Security in SAP ... 428
... 11.2 ... Security in SAP SRM ... 430
... 11.3 ... User Creation in SRM for Enterprise Buyer (Internal) ... 437
... 11.4 ... User Creation in SRM for Enterprise Buyer (External) ... 450
... 11.5 ... Deleting Users in SRM ... 452
... 11.6 ... Checking Users in SRM ... 453
... 11.7 ... Roles and Authorizations in SRM ... 455
... 11.8 ... Impact of Organizational Structure in SRM on Security ... 463
... 11.9 ... Position-Based Security in SRM ... 469
... 11.10 ... Relevant OSS Notes ... 472
... 11.11 ... Summary ... 472
12 ... Dependency of Master Data in SAP SRM and SAP R/3 ... 473
... 12.1 ... Middleware ... 475
... 12.2 ... Locations, Payment Terms, and Pricing Conditions ... 478
... 12.3 ... Interlinkages ... 481
... 12.4 ... Vendor Lists, Contracts, and Catalogs ... 481
... 12.5 ... Delivery Addresses ... 486
... 12.6 ... External Business Partners in SRM ... 488
... 12.7 ... Relevant OSS Notes ... 498
... 12.8 ... Summary ... 498
13 ... Architecture and Technology of SAP SRM ... 499
... 13.1 ... SAP SRM Components and Matrix ... 501
... 13.2 ... SAP SRM Architecture Based on Business Scenario ... 506
... 13.3 ... SAP SRM Business Scenarios Using SAP NetWeaver XI ... 513
... 13.4 ... ITS as Part of Web AS ... 514
... 13.5 ... SRM Sizing ... 515
... 13.6 ... Summary ... 516
14 ... Upgrade - A How-To Approach ... 519
... 14.1 ... Why Upgrade? ... 520
... 14.2 ... Answer the Question: Technical or Functional? ... 524
... 14.3 ... Understand Your Current Environment ... 525
... 14.4 ... Expected Changes in New SRM Release ... 529
... 14.5 ... Upgrade - Tools and Resources ... 531
... 14.6 ... Best Practices - Upgrade Impact ... 535
... 14.7 ... SAP SRM Upgrade - Lessons Learned ... 542
... 14.8 ... Upgrade Assessment - via a Questionnaire ... 543
... 14.9 ... Summary ... 546
15 ... Performance Reporting via SAP NetWeaver Business Intelligence ... 547
... 15.1 ... SAP NetWeaver BI with SAP SRM ... 548
... 15.2 ... Standard SAP BI Business Content for SAP SRM ... 558
... 15.3 ... SAP SRM Implementation Scenario Impact on BI Reporting ... 568
... 15.4 ... What's New in SAP SRM 5.0 Analytics? ... 576
... 15.5 ... Things to Remember ... 580
... 15.6 ... Relevant OSS Notes ... 580
... 15.7 ... Summary ... 581
16 ... Enterprise Portals and SAP SRM ... 583
... 16.1 ... SRM Business Packages for Enterprise Portal ... 586
... 16.2 ... Portal Security ... 587
... 16.3 ... Considerations for Portal Strategy ... 590
... 16.4 ... Summary ... 591
... 17.1 ... SAP SRM and SAP Government Procurement ... 595
... 17.2 ... What is Different in Government Procurement? ... 598
... 17.3 ... Summary ... 601
... 18.1 ... Integrate Organizational Structure with SAP HR ... 605
... 18.2 ... Workflow: Restriction for Changing and Adding Approvers in the Shopping Cart ... 613
... 18.3 ... MRP Integration with SAP SRM ... 616
... 18.4 ... Summary ... 620
... 18.5 ... Book Conclusion ... 621
A ... SRM Functionality Matrix ... 625
B ... Jobs that Require Scheduling ... 627
B.1 ... Jobs Required in SAP SRM ... 627
B.2 ... Jobs Required in SAP R/3 or ERP ... 631
C ... Using Different Browsers with SAP SRM ... 633
D ... Using Business Add-Ins (BAdIs) with SAP SRM ... 635
D.1 ... Implementing a BAdI ... 636
D.1.1 ... Multiple Use ... 636
D.1.2 ... Filter Dependent ... 636
D.2 ... Examples of BAdIs in SAP SRM ... 637
D.2.1 ... BAdI: Change Display in Shopping Cart (BBP_SC_MODIFY_UI) ... 637
D.2.2 ... BAdI: Define Target Objects (BBP_TARGET_OBJECTS) ... 638
D.2.3 ... BAdI: Change Purchasing Document data (BBP_DOC_CHANGE_BAdI) ... 639
D.2.4 ... BAdI: Check Purchasing Document (BBP_DOC_CHECK_BAdI) ... 640
D.3 ... List of BAdIs in SAP SRM ... 641
E ... Customer Fields in SAP SRM ... 649
E.1 ... Customer-Specific fields in SRM document types ... 649
E.1.1 ... Procedure for Creating a User-Defined Field ... 650
E.2 ... Related OSS NOTES ... 652
F ... Business Objects in SAP SRM ... 655
G ... Authorization Objects ... 657
H ... Quiz for Testing your SAP SRM Knowledge ... 659
H.1 ... Questions ... 659
H.2 ... Answers ... 663
H.3 ... Explanations for the Answers ... 663
I ... System Refresh Procedures ... 671
J ... Organization Structure Attributes ... 673
K ... Useful Transactions and Function Modules ... 681
L ... About the Author ... 686
1 ... Introduction to Supplier Relationship Management ... 29
... 1.1 ... E-Procurement and SRM ... 30
... 1.2 ... The SRM Vendor Landscape ... 34
... 1.3 ... Why SAP SRM? ... 35
... 1.4 ... Summary ... 37
PART II: WHAT IS SAP SRM?
2 ... SAP SRM - An Introduction ... 41
... 2.1 ... Evolution of SAP SRM ... 41
... 2.2 ... SRM and SAP Enterprise Applications ... 42
... 2.3 ... Benefits of SAP SRM ... 43
... 2.4 ... Dissecting my SAP SRM ... 48
... 2.5 ... SAP Components ... 51
... 2.6 ... Summary ... 55
3 ... Operational Procurement ... 57
... 3.1 ... Self-Service Procurement ... 61
... 3.2 ... Services Procurement ... 129
... 3.3 ... Plan-Driven Procurement ... 136
... 3.4 ... What's New in Operational Procurement? ... 140
... 3.5 ... Summary ... 143
4 ... Strategic Sourcing and Contract Management ... 145
... 4.1 ... Strategic Sourcing ... 146
... 4.2 ... Contract Management ... 177
... 4.3 ... What's New in Sourcing and Contract Management? ... 196
... 4.4 ... Summary ... 198
5 ... Supplier Enablement ... 199
... 5.1 ... Supplier Enablement Using SAP SRM ... 201
... 5.2 ... Supplier Registration ... 205
... 5.3 ... Supplier Collaboration: Order Collaboration ... 210
... 5.4 ... Supplier Collaboration: Inventory and Replenishment ... 230
... 5.5 ... Design Collaboration Using SAP PLM ... 232
... 5.6 ... Design Collaboration Using SAP SRM ... 233
... 5.7 ... Summary ... 236
PART III: SAP SRM IMPLEMENTATION, INTEGRATION, AND UPGRADES
6 ... Catalog and Content Management - Crafting Your Catalog Strategy ... 241
... 6.1 ... Building a Robust Catalog Strategy ... 243
... 6.2 ... Catalog and Content Management Using SAP SRM ... 254
... 6.3 ... Summary ... 278
7 ... Choosing Implementation Scenarios ... 281
... 7.1 ... Overview - SAP SRM Implementation Scenarios ... 281
... 7.2 ... The Classic Scenario ... 283
... 7.3 ... The Extended Classic Scenario ... 289
... 7.4 ... The Standalone Scenario ... 295
... 7.5 ... Other Scenarios ... 299
... 7.6 ... Things to Remember and to Watch Out For ... 301
... 7.7 ... Relevant OSS Notes ... 302
... 7.8 ... Summary ... 303
8 ... Organizational Structure ... 305
... 8.1 ... Overview of the Organizational Structure in SAP SRM ... 307
... 8.2 ... The Details Area of the Organizational Structure ... 313
... 8.3 ... Uploading Attributes via a Function Module ... 327
... 8.4 ... Customizing Attribute Maintenance ... 329
... 8.5 ... Deleting Organizational Objects in SRM ... 332
... 8.6 ... Best Practices for Creating and Managing the Organizational Structure ... 333
... 8.7 ... Integration with SAP HR - A Key Decision ... 335
... 8.8 ... Pros and Cons of Creating an Organizational Structure in EBP or Distributing from HR ... 341
... 8.9 ... Impact of the Extended Classic Scenario on SRM Organizational Structure ... 343
... 8.10 ... System Refresh Procedure Steps ... 344
... 8.11 ... Things to Remember ... 346
... 8.12 ... What's New in the Organizational Structure? ... 346
... 8.13 ... Summary ... 347
9 ... Integration with Financials and Project Systems ... 349
... 9.1 ... Financial Accounting in SAP ... 350
... 9.2 ... Integration of SAP Financials with SAP SRM ... 352
... 9.3 ... Overview of the Purchase-to-Pay Cycle ... 362
... 9.4 ... Budget Check in SAP SRM ... 367
... 9.5 ... Integration with Project Systems ... 370
... 9.6 ... Limitation of Extended Classic Scenario for SAP Public Sector Solution ... 374
... 9.7 ... Relevant OSS Notes ... 377
... 9.8 ... Summary ... 377
10 ... The Role of Workflow in SAP SRM ... 379
... 10.1 ... Workflow in SAP SRM ... 382
... 10.2 ... Standard Delivered workflows in SRM ... 387
... 10.3 ... Online and Offline Approvals ... 406
... 10.4 ... Implementation Best Practices ... 414
... 10.5 ... Security and Authorizations in Workflow ... 417
... 10.6 ... Responsibility Rules vs. Custom Z tables ... 422
... 10.7 ... Extras ... 423
... 10.8 ... Relevant OSS Notes ... 424
... 10.9 ... Summary ... 425
11 ... Managing Security in SAP SRM ... 427
... 11.1 ... Overview of Security in SAP ... 428
... 11.2 ... Security in SAP SRM ... 430
... 11.3 ... User Creation in SRM for Enterprise Buyer (Internal) ... 437
... 11.4 ... User Creation in SRM for Enterprise Buyer (External) ... 450
... 11.5 ... Deleting Users in SRM ... 452
... 11.6 ... Checking Users in SRM ... 453
... 11.7 ... Roles and Authorizations in SRM ... 455
... 11.8 ... Impact of Organizational Structure in SRM on Security ... 463
... 11.9 ... Position-Based Security in SRM ... 469
... 11.10 ... Relevant OSS Notes ... 472
... 11.11 ... Summary ... 472
12 ... Dependency of Master Data in SAP SRM and SAP R/3 ... 473
... 12.1 ... Middleware ... 475
... 12.2 ... Locations, Payment Terms, and Pricing Conditions ... 478
... 12.3 ... Interlinkages ... 481
... 12.4 ... Vendor Lists, Contracts, and Catalogs ... 481
... 12.5 ... Delivery Addresses ... 486
... 12.6 ... External Business Partners in SRM ... 488
... 12.7 ... Relevant OSS Notes ... 498
... 12.8 ... Summary ... 498
13 ... Architecture and Technology of SAP SRM ... 499
... 13.1 ... SAP SRM Components and Matrix ... 501
... 13.2 ... SAP SRM Architecture Based on Business Scenario ... 506
... 13.3 ... SAP SRM Business Scenarios Using SAP NetWeaver XI ... 513
... 13.4 ... ITS as Part of Web AS ... 514
... 13.5 ... SRM Sizing ... 515
... 13.6 ... Summary ... 516
14 ... Upgrade - A How-To Approach ... 519
... 14.1 ... Why Upgrade? ... 520
... 14.2 ... Answer the Question: Technical or Functional? ... 524
... 14.3 ... Understand Your Current Environment ... 525
... 14.4 ... Expected Changes in New SRM Release ... 529
... 14.5 ... Upgrade - Tools and Resources ... 531
... 14.6 ... Best Practices - Upgrade Impact ... 535
... 14.7 ... SAP SRM Upgrade - Lessons Learned ... 542
... 14.8 ... Upgrade Assessment - via a Questionnaire ... 543
... 14.9 ... Summary ... 546
15 ... Performance Reporting via SAP NetWeaver Business Intelligence ... 547
... 15.1 ... SAP NetWeaver BI with SAP SRM ... 548
... 15.2 ... Standard SAP BI Business Content for SAP SRM ... 558
... 15.3 ... SAP SRM Implementation Scenario Impact on BI Reporting ... 568
... 15.4 ... What's New in SAP SRM 5.0 Analytics? ... 576
... 15.5 ... Things to Remember ... 580
... 15.6 ... Relevant OSS Notes ... 580
... 15.7 ... Summary ... 581
16 ... Enterprise Portals and SAP SRM ... 583
... 16.1 ... SRM Business Packages for Enterprise Portal ... 586
... 16.2 ... Portal Security ... 587
... 16.3 ... Considerations for Portal Strategy ... 590
... 16.4 ... Summary ... 591
... 17.1 ... SAP SRM and SAP Government Procurement ... 595
... 17.2 ... What is Different in Government Procurement? ... 598
... 17.3 ... Summary ... 601
... 18.1 ... Integrate Organizational Structure with SAP HR ... 605
... 18.2 ... Workflow: Restriction for Changing and Adding Approvers in the Shopping Cart ... 613
... 18.3 ... MRP Integration with SAP SRM ... 616
... 18.4 ... Summary ... 620
... 18.5 ... Book Conclusion ... 621
A ... SRM Functionality Matrix ... 625
B ... Jobs that Require Scheduling ... 627
B.1 ... Jobs Required in SAP SRM ... 627
B.2 ... Jobs Required in SAP R/3 or ERP ... 631
C ... Using Different Browsers with SAP SRM ... 633
D ... Using Business Add-Ins (BAdIs) with SAP SRM ... 635
D.1 ... Implementing a BAdI ... 636
D.1.1 ... Multiple Use ... 636
D.1.2 ... Filter Dependent ... 636
D.2 ... Examples of BAdIs in SAP SRM ... 637
D.2.1 ... BAdI: Change Display in Shopping Cart (BBP_SC_MODIFY_UI) ... 637
D.2.2 ... BAdI: Define Target Objects (BBP_TARGET_OBJECTS) ... 638
D.2.3 ... BAdI: Change Purchasing Document data (BBP_DOC_CHANGE_BAdI) ... 639
D.2.4 ... BAdI: Check Purchasing Document (BBP_DOC_CHECK_BAdI) ... 640
D.3 ... List of BAdIs in SAP SRM ... 641
E ... Customer Fields in SAP SRM ... 649
E.1 ... Customer-Specific fields in SRM document types ... 649
E.1.1 ... Procedure for Creating a User-Defined Field ... 650
E.2 ... Related OSS NOTES ... 652
F ... Business Objects in SAP SRM ... 655
G ... Authorization Objects ... 657
H ... Quiz for Testing your SAP SRM Knowledge ... 659
H.1 ... Questions ... 659
H.2 ... Answers ... 663
H.3 ... Explanations for the Answers ... 663
I ... System Refresh Procedures ... 671
J ... Organization Structure Attributes ... 673
K ... Useful Transactions and Function Modules ... 681
L ... About the Author ... 686