Master Guide SRM 7.0
Master Guide SRM 7.0
Master Guide SRM 7.0
PUBLIC
Document version: 1.3 07/11/2011
Material number: 50103026
Document History
Caution
Before you start the implementation, make sure you have the latest version of this document. You
can find the latest version at the following location: http://service.sap.com/instguides
Installation and Upgrade Guides SAP Business Suite Applications SAP SRM SAP SRM Server 7.0 .
The following table provides an overview of the most important document changes.
Version
Date
Description
1.2
3/12/2010
1.3
7/11/2011
Information added about installation options with SAP NetWeaver 7.3 (for Java
Hubs)
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Table of Contents
Chapter 1
1.1
1.2
1.3
Getting Started . .
About this Document .
Planning Information .
Important SAP Notes .
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Chapter 2
2.1
2.1.1
2.1.2
2.1.3
2.2
2.3
2.4
2.5
2.5.1
2.5.2
2.5.3
2.5.4
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2.6
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2.8
2.8.1
2.8.2
2.8.3
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Chapter 3
3.1
3.1.1
3.1.2
3.1.3
3.1.4
3.2
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3.2.3
3.2.4
3.3
3.3.1
3.3.2
3.3.3
3.3.4
3.4
3.4.1
3.4.2
3.4.3
3.5
3.5.1
3.5.2
3.5.3
3.5.4
3.6
3.6.1
3.6.2
3.6.3
3.7
3.7.1
3.7.2
3.7.3
3.7.4
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Chapter 4
4.1
4.2
4.2.1
4.3
4.3.1
4.4
4.4.1
4.5
4.5.1
4.5.2
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Chapter 5
59
Chapter 6
References . . . . . . . . . . . . . . . . . . . . . . . .
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Chapter 7
Media List . . . . . . . . . . . . . . . . . . . . . . . . .
63
Chapter A
A.1
Reference . . . . . . . . . . . . . . . . . . . . . . . . .
The Main SAP Documentation Types . . . . . . . . . . . . . . .
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Getting Started
1 Getting Started
The SAP Supplier Relationship Management (SAP SRM) Master Guide provides a central starting
point for the technical implementation of SAP SRM.
To facilitate the implementation process, all information within this document is organized by
scenario. You can choose from several generic business scenarios and find all the information relevant
for the technical implementation of a business scenario in that section.
Each business scenario supports a number of variants. In this Master Guide, only key variants are
described in detail.
The complete SAP SRM solution consists of the following top-level scenarios and business scenarios:
SRM Core
n Self-Service Procurement
l Self-Service Procurement (Classic)
l Self-Service Procurement (Extended Classic)
n Plan-Driven Procurement
l Plan-Driven Procurement with Plant Maintenance
l Plan-Driven Procurement with Supplier Integration
n Service Procurement
l Service Procurement Classic
l Service Procurement External Staffing
n Strategic Sourcing
l Strategic Sourcing with RFx
l Strategic Sourcing with Live Auction
n Operational Contract Management
n Catalog Content Management
n Analytics
l Spend Analysis
l Supplier Evaluation
SRM Procurement for Public Sector
Note
The SRM Procurement for Public Sector business scenarios require a special license agreement.
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1.1
Getting Started
About this Document
Caution
You must install SAP SRM 7.0 SP01 before you activate the SRM PPS business functions. Activating
the business functions is irreversible; once they have been activated, you cannot deactivate them.
Be aware that accidental activation might disrupt the other business processes.
n
n
n
n
For information about upgrading the SAP SRM business scenarios, see the SAP SRM Upgrade
Master Guide. This guide provides information about the overall upgrade sequences, references
to related documentation, SAP Notes, and additional upgrade information for each business
scenario of SAP SRM. The Upgrade Master Guide is available on SAP Service Marketplace at
http://service.sap.com/instguides
SAP Business Suite Applications SAP SRM SAP SRM 7.0
You can use SAP SRM 7.0 with SAP NetWeaver 7.01. This implementation option is called Continuous
Innovation. As of May 6th 2009, you can also use SAP SRM 7.0 with SAP NetWeaver 7.0. This
implementation option is called Easy Adoption.
This guide, including the graphics, describes the Continuous Innovation implementation
option of SAP SRM 7.0 only. For information on the software components required for Easy
Adoption, see the Software Component Matrix for SAP SRM 7.0 on the SAP Service Marketplace at
http://service.sap.com/srm-inst
SAP SRM SAP SRM Server 7.0
Note
The central starting point for the technical upgrade of your SAP solution is the Upgrade Master
Guide, which you can find on SAP Service Marketplace at http://service.sap.com/instguides
SAP Business Suite Applications SAP SRM SAP SRM 7.0
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1.1
Getting Started
About this Document
Use the Master Guide to get an overview of SAP SRM, its software units, and its scenarios from
a technical perspective. The Master Guide is a planning tool that helps you to design your system
landscape. It refers you to the required detailed documentation, mainly:
n
n
n
n
For a general overview of the available SAP documentation, see The Main SAP Documentation Types.
The Master Guide consists of the following sections:
n Getting Started [page 7] contains information about using this document and related information
crucial to the installation.
n SAP SRM Overview [page 13] contains:
l A short introduction to the SAP Business Suite solution
l The software component matrix
l The minimal system landscape
l The overall installation sequence
n Business Scenarios of SAP SRM [page 23] contains information for each business scenario comprising:
l An overview of the business scenario
l Examples of how the different components interact, and what protocols and interfaces are
used, including technical system landscape examples
l Information about the overall installation sequence and subsequent steps
l References [page 61] to related installation guides
l Information about mutual dependencies that affect two or more components within the
business scenario
n Software Component Matrix [page 16] contains a short description of every software component in this
solution.
n Depending on the specific business scenario to be implemented, many different installation guides
and various configuration documentation may be required. The SAP SRM 7.0 implementation
content is clearly organized according to installation or configuration activity.
l Installation documentation is available in installation guides on SAP Service Marketplace.
l Configuration documentation is only available as SAP Solution Manager Content.
l References [page 61] lists the documentation referenced in this Master Guide.
Note
You can find the most current information about the technical implementation of SAP
SRM 7.0 and the latest installation and configuration guides on SAP Service Marketplace at
http://service.sap.com/instguides . We strongly recommend that you use the documents
available here. The guides are regularly updated.
Constraints
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1.2
Getting Started
Planning Information
n The business scenarios that are presented here serve as examples of how you can use SAP software
in your company. The business scenarios are only intended as models and do not necessarily run
the way they are described here in your customer-specific system landscape. Ensure to check your
requirements and systems to determine whether these scenarios can be used productively at your
site. Furthermore, we recommend that you test these scenarios thoroughly in your test systems to
ensure they are complete and free of errors before going live.
n This Master Guide primarily discusses the overall technical implementation of SAP SRM, rather
than its subordinate components. This means that additional software dependencies might
exist without being mentioned explicitly in this document. You can find more information on
component-specific software dependencies in the corresponding installation guides.
http://service.sap.com/instguides
Installation
and Upgrade Guides SAP Business Suite Applications SAP
SRM SAP SRM 7.0 Server
Released platforms
http://service.sap.com/platforms
Product
Availability Matrix
General security information for SAP systems
http://service.sap.com/security
http://service.sap.com/solutionmanager
http://service.sap.com/R3-plug-in
Hardware sizing
http://service.sap.com/sizing
http://service.sap.com/srm
http://service.sap.com/sp-stacks
http://service.sap.com/swdc
http://service.sap.com/notes
http://service.sap.com/rkt
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SRM 7.0
07/11/2011
1
1.3
Getting Started
Important SAP Notes
Title
Description
1468349
1224284
1177779
1230438
1223493
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This section gives you an overview of the application components of SAP Supplier Relationship
Management (SAP SRM). It also provides system landscape and installation sequence information, as
well as a brief introduction to Service Oriented Architecture (SOA) and the One Client deployment
option.
Note
You can use SAP SRM 7.0 with SAP NetWeaver 7.01. This implementation option is called Continuous
Innovation. As of May 6th 2009, you can also use SAP SRM 7.0 with SAP NetWeaver 7.0. This
implementation option is called Easy Adoption.
This section, including the graphics, describes the Continuous Innovation implementation
option of SAP SRM 7.0 only. For information on the software components required for Easy
Adoption, see the Software Component Matrix for SAP SRM 7.0 on the SAP Service Marketplace at
http://service.sap.com/srm-inst
SAP SRM SAP SRM Server 7.0
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2.1
auction functions in a separate Live Auction application. Purchasers can define rules for bidding
and bidders can submit bids in real time.
Online Transaction Processing System
An online transaction processing system (OLTP), for example, SAP ERP system, is used in the SAP
SRM environment as a back-end system for materials management and financials.
Data is exchanged between the SAP SRM system and a connected OLTP system.
The SAP SRM system can be installed without an OLTP back-end in a standalone configuration.
If an SAP ERP system is used as an OLTP system, the plug-in supports data exchange in SAP SRM as
well as in other SAP software units.
SAP NetWeaver Business Intelligence
Business Intelligence (BI) provides infrastructure for:
l Data warehousing
l A range of analytical technologies and functions
l Web-based reporting and analysis
l Information Broadcasting for distributing BI content by e-mail or by the workset, either as
precalculated documents with stored data, or as links with live data
l Open analysis interfaces that make available various interfaces for connecting front-end tools of
third-party providers
l Web design API allowing for the implementation of highly individualized scenarios as well as
more demanding applications containing customer-defined interface elements
BI is the foundation for the SRM scenario Spend Analysis, and can be installed for the others. BI
includes the complete ABAP stack of the SAP NetWeaver BI data warehouse and BI platform units.
BI requires AS-ABAP as prerequisite in the same system. Usually, scenarios running on BI also
require BI-Java, AS-Java, and SAP Enterprise Portal. Other combinations can be used in one
system as well.
SAP NetWeaver Enterprise Portal
SAP NetWeaver Portal serves as a single point of entry to the applications, services, and information
of the organization.
Running an Enterprise Portal is an IT scenario providing role-based and secure access to all types
of applications, services, and information in an enterprise workset environment.
Customers can benefit from the numerous predefined business packages available to them, or
they can create their own content.
Live Auction Cockpit Web Presentation Server
Live Auction Cockpit Web Presentation Server is a J2EE-based software unit comprising a virtual
auction floor for reverse auctions, real-time monitoring, real-time bidding, a tight integration to
all procurement processes, and a state-of-the-art user interface.
SAP NetWeaver 7.0 Search and Classification (TREX)
SAP NetWeaver Search and Classification (TREX) offers an integrated set of services.
TREX services include search and retrieval in large document collections, text mining, automatic
document classification, and search and aggregation over structured data in SAP applications.
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2.1
TREX can handle text from documents in numerous formats, including Microsoft Office and
Adobe formats (PDF), and more than 30 languages. TREX search options, such as exact, Boolean,
fuzzy, or linguistic search, and classification options such as query-based or example-based
classification, offer users great power and flexibility.
Note
To use the SAP NetWeaver Enterprise Search application (Embedded Search), the installation of
SAP NetWeaver Search and Classification (TREX) 7.1 is required.
n SRM-MDM Catalog
The SRM-MDM Catalog is based on SAP NetWeaver Master Data Management (MDM) technology.
It combines SAP MDM Server 7.1 with a Java-based and SRM-specific search environment.
Separate licensing is required for SAP NetWeaver Process Integration if SAP SRM is used to
connect with non-SAP systems, or with external trading partners.
SAP NetWeaver Process Integration (PI) comprises core components for modeling, designing,
automating, and integrating the processes of one or more application systems. SAP PI also
contains core components for Business Process Management for application-embedded and
application-unbounded processes.
n SAP GUI
The latest release of the SAP GUI software (such as SAP GUI 6.20) can be used with all the previous
SAP component releases. Consequently, older SAP systems can also benefit from the features that
are only available in the newer SAP GUI releases, such as support for Windows XP.
Note
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2.2
The Continuous Innovation functions for SAP SRM 7.0, with some exceptions, require the use of SAP
NetWeaver 7.01. The Easy Adoption functions require SAP NetWeaver 7.0.
For the latest component version and patch level requirements, see SAP Service Marketplace at
http://service.sap.com/sp-stacks
SAP SRM 7.0 and the Release Information Note, which is
available for each Support Package stack (SAP Note number is listed on the page).
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2.3
Note
This Master Guide provides just one way to implement each business scenario. For other ways to
implement business scenarios, see the Scenario & Process Component list in SAP Service Marketplace
at http://service.sap.com/scl . The Scenario & Process Component list helps you to find
implementation alternatives for SAP solutions, business scenarios, and processes. It shows you which
application components are needed to implement a business scenario or process.
The exact locations of the required software components on the corresponding DVD(s) and
CD(s) that are shipped with the SAP SRM 7.0 package can be found at SAP Service Marketplace at
http://service.sap.com/instguides
SAP Business Suite Applications SAP SRM SAP SRM 7.0 .
Note
For each component listed in the Software Component Matrix, there are software requirements that
are not explicitly mentioned in this documentation. Component-specific software requirements
are documented for a component in its installation guide. All related implementation guides are
listed in 6 References [page 61].
You require SAP NetWeaver 7.0 TREX in the following cases:
n When you use the contract management application to search for information such as supplier
texts, internal notes, and attachments.
n When you want to use the metadata search functionality or use BI accelerator within Analytics.
We strongly recommend that you use a minimal system landscape for test and demo purposes only.
For performance, scalability, high availability, and security reasons, do not use a minimal system
landscape as your production landscape.
Enhanced requirements on performance, scalability, high availability, and security reasons cannot be
met by a minimal landscape.
The installation of this minimal system landscape is possible only if you:
n Choose an operating system and a database that supports all components. For more
information about released platforms for SAP SRM. see SAP Service Marketplace at
http://service.sap.com/platforms
Product Availability Matrix .
n Provide a sufficiently sized server. For information on sizing, see SAP Service Marketplace at
http://service.sap.com/sizing .
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2.4
Caution
SAP Process Integration requires a dedicated SAP Web Application Server. This means that running
applications in other clients of the same Web AS is not supported.
Installation Options with SAP NetWeaver 7.3 (for Java Hubs)
For SAP Business Suite applications as of SAP Business Suite 7 that are based on an Application Server
Java and on hub systems, you can install these applications on SAP NetWeaver 7.3. You can also
change from your current release to SAP NetWeaver 7.3. Changing means upgrading or updating.
The following approaches for system landscapes for SAP NetWeaver 7.3 are possible:
n Upgrading to SAP NetWeaver 7.3 works for hub systems.
n Embedded deployment continues to work only for SAP NetWeaver 7.0x releases and their
enhancement packages (this means, for example, for SAP NetWeaver 7.00, SAP NetWeaver 7.01,
and SAP NetWeaver 7.02).
For more information about the technical background, see SAP Note 1468349. There you can find a
list of all the Java hubs that you can install on SAP NetWeaver 7.3.
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2.5
Note
Some of these software components may be optional for some/all business scenarios. For more
information about the installation sequence of each business scenario, see <Business Scenario>
Implementation Sequence.
If you want to implement more than one SAP SRM business scenario at a time note that software
components on the same level can be installed at the same time on the appropriate machine (for
example, different project groups could install SAP ERP and SAP PI simultaneously).
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2.6
Forward error handling (FEH) is required only for asynchronous inbound interfaces. Asynchronous
services do not confirm the arrival of a document into the inbound interface, so that the status of
a transmitted document is unknown for the sender system (that is, the sender system does not
know whether the document was created correctly). FEH avoids such confusion, as any erroneous
documents are collected in the Post-Processing Office (PPO) of the receiver system. FEH supports
the correction and reprocessing of the documents from the PPO.
For information about Enterprise Services Bundles, see SAP Note 1224284.
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2.7
The SAP SRM 7.0 One Client deployment mode is only possible with SAP ERP 6.0 Enhancement
Pack 04.
For more information about the installation of SAP SRM, see SAP Note 1172901.
For more information on the basic settings for SAP SRM on One Client in SAP ERP, see SAP Solution
Manager at SAP ERP Configuration Structures SAP enhancement package 4 for SAP ERP 6.0 Basic
settings for enhancement pack 4
This deployment option is only possible with SAP enhancement package 4 for SAP ERP 6.0.
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2.8
For more information about what scenarios and functions are supported for SAP SRM on One Client
in SAP ERP, see section SAP SRM on One Client in SAP ERP [page 21] in this document.
The following solutions are not supported in combination with flexible deployment variants:
n Procurement for Public Sector (PPS)
n Supplier self-services (SUS)
n Registration of suppliers (ROS)
Furthermore, harmonized roles across SAP ERP and SAP SRM purchasing capabilities are not
supported in conjunction with the flexible deployment variants.
You can use the portal-independent navigation frame with all of the business scenarios in SAP SRM.
Harmonized procurement in SAP SRM and SAP ERP is not supported when using the
portal-independent navigation frame.
BW-Independent Analytics
You can use BW-independent analytics with all of the business scenarios in SAP SRM except for the
Spend Analysis and Supplier Evaluation business scenarios.
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Caution
This Master Guide provides just one way of implementing each business scenario. See the Scenario
& Process Component List in SAP Service Marketplace ( http://service.sap.com/scl ) for
alternatives. The Scenario & Process Component List helps you to find realization alternatives for
SAP solutions, business scenarios, and processes. It shows you which application components are
needed to realize a business scenario or process.
Note
The graphics in this section refer to Continuous Innovation in SAP SRM 7.0 only.
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3.1
For information about the technical system landscape and about how to plan the business scenario
to meet your needs, see:
n SAP Service Marketplace at
n SAP Service Marketplace at
http://service.sap.com/platforms
http://service.sap.com/slo
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Figure 2:
For a more readable version of this graphic, go to the SAP Service Marketplace at
http://service.sap.com/instguides
SAP Business Suite SAP SRM SAP SRM 7.0
n IPC 7.0 is part of the component AP 7.0
n No R/3 Plug-ins are needed for SAP R/3 Enterprise 47x200 and higher
n See the section Overall Installation Sequence [page 18], especially if you want to implement more
than one SAP SRM business scenario at a time.
n For documentation referenced in the following table, see the section References [page 61].
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No.
Remarks/Subsequent Steps
http://service.sap.com/r3-plug-in
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10
Configuration
See SAP Solution Manager content for Self-Service Procurement.
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3.2
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multiple supplier systems to your procurement system. This allows you, as a buyer, to collaborate
with your suppliers, using the web-based tool SAP SRM Supplier Self-Service, starting with the
purchase order via shipping notification to the invoice.
The Plan-Driven Procurement with Supplier Integration business scenario comprises these process
steps:
1. Processing Purchase Requisitions in SAP ERP
2. Processing Purchase Orders in SAP ERP
3. Processing Delivery Schedules
4. Processing Sales Orders in SRM-SUS
5. Processing Shipping Notifications
6. Receipt Confirmation without Warehouse Management
7. Receipt Confirmation with Warehouse Management
8. Processing Invoices in SAP SRM
9. Verifying Logistics Invoices in Background
10. Verifying Logistics Invoices Online
11. Processing Evaluated Receipt Settlements (ERS) in SAP ERP
12. Analyzing Plan-Driven Procurement
13. Performing Order Collaboration Using Supplier Network
For information about the technical system landscape and about how to plan the business scenario
to meet your needs, see:
n SAP Service Marketplace at
n SAP Service Marketplace at
http://service.sap.com/platforms
http://service.sap.com/slo
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Figure 3:
For a more readable version of this graphic, go to the SAP Service Marketplace at
http://service.sap.com/instguides
SAP Business Suite SAP SRM SAP SRM 7.0
n IPC 7.0 is part of the component AP 7.0
n No R/3 Plug-ins are needed for SAP R/3 Enterprise 47x200 and higher
n See the section Overall Installation Sequence [page 18], especially if you want to implement more
than one SAP SRM business scenario at a time.
n For documentation referenced in the following table, see the section References [page 61].
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3.2
No.
Remarks/Subsequent Steps
Caution
/
Install SAP NetWeaver 7.0 Search and
Classification (TREX) [SAP NetWeaver 7.0
Installation Guide: Search and Classification
(TREX)]
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3
3.3
Configuration
See SAP Solution Manager content for Plan-Driven Procurement.
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3.3
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3.3
For information about the technical system landscape and about how to plan the business scenario
to meet your needs, see:
n SAP Service Marketplace at
n SAP Service Marketplace at
http://service.sap.com/platforms
http://service.sap.com/slo
For a more readable version of this graphic, go to the SAP Service Marketplace at
http://service.sap.com/instguides
SAP Business Suite SAP SRM SAP SRM 7.0
n IPC 7.0 is part of the component AP 7.0
n No R/3 Plug-ins are needed for SAP R/3 Enterprise 47x200 and higher
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Installation
Note
n See the section Overall Installation Sequence [page 18], especially if you want to implement more
than one SAP SRM business scenario at a time.
n For documentation referenced in the following table, see the section References [page 61].
No.
Remarks/Subsequent Steps
Caution
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3
3.3
10
Configuration
See SAP Solution Manager content for Service Procurement.
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3.4
3.4.1 Overview
Description
You can use this business scenario to import and manage product content, make this content available
in an MDM data repository, and access it via the Web browser in your SAP Supplier Relationship
Management (SAP SRM) procurement processes.
The business processes run as follows:
1. Managing Content in SRM-MDM Catalog
2. Searching in Catalog Data
For information about the technical system landscape and about how to plan the business scenario
to meet your needs, see: http://service.sap.com/platforms Platform Availability Matrix
The following figure shows the underlying architecture of the SRM-MDM Catalog including existing
connections.
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3.4
Figure 5:
For a more readable version of this graphic, go to the SAP Service Marketplace at
http://service.sap.com/instguides
SAP Business Suite SAP SRM SAP SRM 7.0
n IPC 7.0 is part of the component AP 7.0
n No R/3 Plug-ins are needed for SAP R/3 Enterprise 47x200 and higher
n For latest Support Package and patch level requirements, see the SAP SRM-MDM Catalog
3.0 Installation Guide
n See the section Overall Installation Sequence [page 18], especially if you want to implement more
than one SAP SRM business scenario at a time.
n For documentation referenced in the following table, see the section References [page 61].
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3.5
No.
Remarks/Subsequent Steps
Caution
Configuration
See SAP Solution Manager Content for Catalog Content Management.
3.5 Analytics
For this business scenario, the following topics are covered:
n
n
n
n
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3.5
across the entire corporate group. The reports cover spending for direct and indirect material, as well
as for services. You can also configure your system to provide the following:
1. Capture of spend for procurement documents without any purchase order (PO) reference or other
detailed information about the procurement
2. Harmonization of master data for reporting purposes, allowing for identification of duplicate
suppliers and assignment of product to standard classification schemas such as the United Nations
Standard Products and Services Code (UNSPSC) and eCl@ss. The harmonization can be done
either by using SAP NetWeaver Business Intelligence (SAP NetWeaver BI) Local Master Data
Alignment (for limited data volumes), or by integration of SAP NetWeaver BI with the SAP Master
Data Management (SAP MDM) application.
With these features, SAP SRM provides you with a clear view of procurement costs and supply-base
data by highlighting consolidated spend volume, supplier redundancies, and demand aggregation
opportunities.
The Spend Analysis business scenario comprises these process steps:
1. Consolidating Master Data Using BI Master Data Alignment
2. Consolidating Master Data Using SAP MDM
3. Analyzing Spend
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For information about the technical system landscape and about how to plan the business scenario
to meet your needs, see:
n SAP Service Marketplace at
n SAP Service Marketplace at
http://service.sap.com/platforms
http://service.sap.com/slo
For a more readable version of this graphic, go to the SAP Service Marketplace at
http://service.sap.com/instguides
SAP Business Suite SAP SRM SAP SRM 7.0
n IPC 7.0 is part of the component AP 7.0
n No R/3 Plug-ins are needed for SAP R/3 Enterprise 47x200 and higher
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3.5
Installation
Note
n See the section Overall Installation Sequence [page 18], especially if you want to implement more than
one SRM business scenario at a time.
n For documentation referenced in the following table, see the section References [page 61].
No.
Remarks/Subsequent Steps
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3.6
Configuration
See SAP Solution Manager content for Analytics.
3.6.1 Overview
You can use this business scenario to access SAP Supplier Relationship Management (SAP SRM)
contract features, such as contract hierarchies, discount across contract hierarchies, and grouping
logic, when determining source of supply in SAP ERP. You can create a central contract in SAP SRM,
and it can then be used as source of supply in both SAP SRM and SAP ERP. Relevant data is sent to SAP
ERP for a source of supply determination, and a specific type of contract or scheduling agreement can
be created there. While determining a source of supply, you can access central contracts directly. The
price is determined in SAP SRM before the SAP ERP purchase order is sent to the supplier. You can
create and change central contracts and renegotiate existing contracts directly with a supplier, or
through the creation of an RFx. You can automatically assign a contract as a source of supply, or it
can be listed as one of numerous potential source of supply contracts. A strategic purchaser can create
a contract whenever they anticipate a long-term relationship with a supplier. Contract management
enables purchasers from various parts of the company at different locations to take advantage of the
terms of globally-negotiated contracts for specific product categories. You can provide users with
specific levels of authorization to contracts, and you can categorize documents as confidential.
You can distribute central contracts to release-authorized purchasing organizations, and these
organizations can then use them as source of supply in the appropriate SAP ERP system. Hierarchies
can be used to organize, structure, display, and search for contracts. If you use SAP NetWeaver Business
Intelligence (SAP NetWeaver BI), you can view various consolidated reports of contract management.
For example, you can view aggregated value released against all contracts in a contract hierarchy.
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3.6
The Operational Contract Management business scenario comprises these process steps:
1.
2.
3.
4.
5.
6.
7.
For information about the technical system landscape and about how to plan the business scenario
to meet your needs, see:
n SAP Service Marketplace at
n SAP Service Marketplace at
http://service.sap.com/platforms
http://service.sap.com/slo
The following figure shows the underlying architecture of Operational Contract Management.
Figure 7:
For a more readable version of this graphic, go to the SAP Service Marketplace at
http://service.sap.com/instguides
SAP Business Suite SAP SRM SAP SRM 7.0
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n See the section Overall Installation Sequence [page 18], especially if you want to implement more
than one SAP SRM business scenario at a time.
n For documentation referenced in the following table, see the section References [page 61].
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3.6
No.
Remarks/Subsequent Steps
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3.7
10
Configuration
See SAP Solution Manager content for Operational Contract Management.
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3.7
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3.7
For information about the technical system landscape and about how to plan the business scenario
to meet your needs, see:
n SAP Service Marketplace at
n SAP Service Marketplace at
http://service.sap.com/platforms
http://service.sap.com/slo
For a more readable version of this graphic, go to the SAP Service Marketplace at
http://service.sap.com/instguides
SAP Business Suite SAP SRM SAP SRM 7.0
n IPC 7.0 is part of the component AP 7.0
n No R/3 Plug-ins are needed for SAP R/3 Enterprise 47x200 and higher
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3.7
Note
n See the section Overall Installation Sequence [page 18], especially if you want to implement more
than one SAP SRM business scenario at a time.
n For documentation referenced in the following table, see the section References [page 61].
No.
Remarks/Subsequent Steps
Caution
Install/Integrate SAP ERP (SAP R/3 4.7 or higher SAP ERP is not part of this installation and
are not contained in the installation package.
recommended)
A separate SAP ERP installation package is
required.
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3.7
10
Import the following Business Packages into the Download the Business Packages from the SAP
Enterprise Portal:
Developer Network www.sdn.sap.com
Portal Content Portfolio
n Business Package for SAP SRM 7.0
n Business Package for Supplier Collaboration
2.0
Configuration
See SAP Solution Manager content for Strategic Sourcing.
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The following scenarios are relevant if you use SAP Procurement for Public Sector (SAP PPS). These
SAP PPS scenarios require a special license agreement.
Caution
To use SAP Procurement for Public Sector, SAP SRM must be deployed as an extended classic
scenario. Other SAP SRM technical scenarios (classic, standalone, SAP SRM in one client in SAP ERP)
are not supported for SAP PPS. Furthermore, only one SAP ERP back-end system can be connected
to the SAP SRM system. Multi back-end deployment is not supported for SAP Procurement for
Public Sector.
Caution
You must install SAP SRM 7.0 SP01 before you activate the SAP PPS business functions. Activating the
business functions is irreversible; once they have been activated, you cannot deactivate them. Be
aware that accidental activation might disrupt the other business processes.
To be able to use SAP PPS, you need to activate business functions in SAP SRM and SAP ERP. For more
information, see the Customizing activity Switching Business Functions.
Note
You cannot use SAP PPS with the Service Procurement business scenario.
Note
The graphics in this section refer to the Continuous Innovation implementation option of SAP
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4
4.1
For a more readable version of this graphic, go to the SAP Service Marketplace at
http://service.sap.com/instguides
SAP Business Suite SAP SRM SAP SRM 7.0
Figure 10:
Description:
n IPC 7.0 is part of SAP WebAS
n On the Portal layer, you must deploy the Portal Core components plus the following Portal Java
components:
l Knowledge Management (KM)
l Collaboration Room
l Universal Worklist (UWL)
l ADS can be deployed on the Portal
l LAC WPS can be deployed on the Portal
n The Business Packages shown above are:
BPSRM00_0.sca (BP for mySAP SRM 2007)
n The XI Content packages shown above are:
l SRMSERV6000_0.ZIP (XI Content for SAP SRM 2007 Server)
l SRMMDMCAT1000_0.ZIP (XI Content for SRM-MDM Catalog)
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4
4.2
4.2.1 Overview
You use this business scenario to manage complex, highly-regulated, competitive RFx processes. You
can create legally-compliant documents within a secure infrastructure that integrates SAP Records
Management and procurement processes to fulfill audit requirements.
The Public Sourcing and Tendering business scenario comprises the following business processes:
n
n
n
n
n
n
n
n
n
4.3.1 Overview
You can use this business scenario to allow a professional purchaser to negotiate a contract or
purchase order with a supplier. This negotiation may be based on the outcome of the tendering
process as described in the Public Sourcing and Tendering business scenario. Once pricing
arrangements, clauses, payment, terms, and delivery conditions have been agreed upon, the contract
or purchase order enters an approval workflow. Upon approval, the contract or purchase order is
centrally created in SAP Supplier Relationship Management (SAP SRM). Operational purchasers can
take advantage of the conditions negotiated. When users seek a specific product or service from a
contract or contract-type line item in a mixed-use purchase order, a purchase order is created, which
is then sent to the supplier. The supplier ships the required goods or provides the service to the
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4
4.4
designated recipient. The user then completes a goods receipt or service entry on the basis of which
the supplier creates an invoice. The invoice is then paid by the organization in charge of payment.
Additionally, the system automatically creates an electronic contract file that contains all
procurement documents created. After award, any contract or purchase order modifications, as well
as their supporting documentation, are also automatically added to the electronic contract file. The
file continues to capture contractual information through closeout.
The Public Sourcing and Tendering business scenario comprises the following business processes:
n
n
n
n
n
n
n
n
4.4.1 Overview
You can use this business scenario to process the requirements that have been created and released for
procurement (for example, demands for spare parts coming from plant maintenance, demands for
raw materials determined in a planning run, or requests for office supplies entered by an employee.)
Requirements are transferred to the purchasing department as purchase requisitions. They are
presented to the purchaser in work lists that support him in converting the requisitions into contracts
or purchase orders. The purchaser can check the source of supply and the price and conditions that
have been assigned to a requisition and start a request for quotation or bidding process if necessary.
Release procedures are available to control critical procurement processes.
The Operational Procurement business scenario comprises the following business processes:
n
n
n
n
n
n
n
Complex Sourcing
Exercise Options
Electronic Contract File Creation
Budget Integration
Order Tracking
Acceptance at Origin for PPS
Acknowledgement and Delivery
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4
4.5
n
n
n
n
Invoice Verification
Selective Release
Workload Prioritization
Workload Redistribution
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SAP provides the SAP Solution Manager as the platform for efficiently supporting the implementation
and operation of your SAP solution. SAP Solution Manager significantly accelerates the
implementation process, and helps you achieve your business goals. It contains predefined
implementation content (Customizing activities and transactions, as well as documentation and SAP
Notes) to help you configure your SAP SRM solution. In addition, SAP delivers support services based
on the business scenarios designed and documented in SAP Solution Manager.
Caution
The use of SAP Solution Manager is mandatory for SAP SRM When you install SAP SRM Server
7.0 or upgrade to this release, you are prompted to enter a key generated by the Solution Manager.
Without this key, the installation or upgrade process cannot continue. For more information, see
the installation or upgrade guide for SAP SRM Server 7.0.
In SAP SRM 7.0, the SAP Solution Manager contains standard implementation content for the
business scenarios, covering all key capabilities of the SAP SRM Solution Map. This enables a fast
implementation of the entire solution in units of business processes.
For the most up-to-date information about the Solution Manager Content Release for SAP SRM 7.0,
see SAP Note 1230438.
In your SAP SRM project, execute the following activities using SAP Solution Manager:
n
n
n
n
n
n
Documentation of core business processes that are changed or implemented during Ramp-Up
Plan your solution landscape
Connection of existing systems and activation of SAP EarlyWatchAlert
Setup Solution Manager Diagnostics for root cause analysis of Java components
Handover of processes and systems to support organization after Go Live
Configuration of your scenario according to the documentation contained in SAP Solution
Manager
Recommendation
Document, configure, and test the previously defined business processes. Train users with SAP
Solution Manager.
For more information, see the following information source for SAP Solution Manager:
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References
6 References
Caution
Make sure you have the latest documentation version by checking SAP Service Marketplace at
http://service.sap.com/instguides
SAP Business Suite Applications SAP SRM Using SAP
SRM Server 7.0 immediately before starting the installation.
List of documentation references for this SAP Business Suite solution and its business scenarios:
Title
Where to find
SAP SRM
SAP NetWeaver
Upgrade Master Guide SAP SRM 7.0
SAP SRM
SAP NetWeaver
<Business Scenario>
SAP SRM
The following table lists all SAP Notes referred to in this document.
List of SAP Notes
Title
704564
708736
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References
Title
1177779
567745
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Media List
7 Media List
You can find the media list for SAP SRM 7.0 on the SAP Service Marketplace at
http://service.sap.com/srm-inst under SAP SRM Server 7.0
Media List - SAP SRM7.0
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Reference
A Reference
Glossary
SAP Library is a collection of documentation for SAP software covering functions and processes.
n Target group:
l Consultants
l System administrators
l Project teams for implementations or upgrades
n Current version:
l On SAP Help Portal at http://help.sap.com (also available as documentation DVD)
The security guide describes the settings for a medium security level and offers suggestions for
raising security levels. A collective security guide is available for SAP NetWeaver. This document
contains general guidelines and suggestions. SAP applications have a security guide of their own.
n Target group:
l System administrators
l Technology consultants
l Solution consultants
n Current version:
l On SAP Service Marketplace at http://service.sap.com/securityguide
Implementation
The master guide is the starting point for implementing an SAP solution. It lists the required
installable units for each business or IT scenario. It provides scenario-specific descriptions of
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Reference
A.1
Customizing
IMG
Production Operation
The technical operations manual is the starting point for operating a system that runs on SAP
NetWeaver, and precedes the application operations guides of SAP Business Suite. The manual refers
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Reference
A.1
users to the tools and documentation that are needed to carry out various tasks, such as monitoring,
backup/restore, master data maintenance, transports, and tests.
n Target group:
l System administrators
n Current version:
l On SAP Service Marketplace at http://service.sap.com/instguides
The application operations guide is used for operating an SAP application once all tasks in the
technical operations manual have been completed. It refers users to the tools and documentation
that are needed to carry out the various operations-related tasks.
n Target group:
l System administrators
l Technology consultants
l Solution consultants
n Current version:
l On SAP Service Marketplace at http://service.sap.com/instguides
Upgrade
The upgrade master guide is the starting point for upgrading the business scenarios and processes of
an SAP solution. It provides scenario-specific descriptions of preparation, execution, and follow-up of
an upgrade. It also refers to other documents, such as upgrade guides and SAP Notes.
n Target group:
l Technology consultants
l Project teams for upgrades
n Current version:
l On SAP Service Marketplace at http://service.sap.com/instguides
The upgrade guide describes the technical upgrade of an installable unit, taking into account
the combinations of operating systems and databases. It does not describe any business-related
configuration.
n Target group:
l Technology consultants
l Project teams for upgrades
n Current version:
l On SAP Service Marketplace at http://service.sap.com/instguides
Release notes are documents that contain short descriptions of new features in a particular release
or changes to existing features since the previous release. Release notes about ABAP developments
are the technical prerequisite for generating delta and upgrade Customizing in the Implementation
Guide (IMG).
n Target group:
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Reference
A.1
l Consultants
l Project teams for upgrades
n Current version:
l On SAP Service Marketplace at http://service.sap.com/releasenotes
l In the SAP menu of the SAP system under Help Release Notes (only ABAP developments)
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Typographic Conventions
Example
Description
<Example>
Angle brackets indicate that you replace these words or characters with appropriate
entries to make entries in the system, for example, Enter your <User Name>.
Example
Example
Arrows separating the parts of a navigation path, for example, menu options
Example
Example
Words or characters that you enter in the system exactly as they appear in the
documentation
http://www.sap.com
/example
123456
Example
n Words or characters quoted from the screen. These include field labels, screen titles,
pushbutton labels, menu names, and menu options.
n Cross-references to other documentation or published works
Example
EXAMPLE
Technical names of system objects. These include report names, program names,
transaction codes, database table names, and key concepts of a programming language
when they are surrounded by body text, for example, SELECT and INCLUDE
EXAMPLE
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SAP AG
Dietmar-Hopp-Allee 16
69190 Walldorf
Germany
T +49/18 05/34 34 34
F +49/18 05/34 34 20
www.sap.com
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This document was created using stylesheet 2007-12-10 (V7.2) / XSL-FO: V5.1 Gamma and XSLT processor SAXON 6.5.2
from Michael Kay (http://saxon.sf.net/), XSLT version 1.
Disclaimer
Some components of this product are based on Java. Any code change in these components may cause unpredictable and
severe malfunctions and is therefore expressly prohibited, as is any decompilation of these components.
Any Java Source Code delivered with this product is only to be used by SAPs Support Services and may not be modified or
altered in any way.
Documentation in the SAP Service Marketplace
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SAP AG
Dietmar-Hopp-Allee 16
69190 Walldorf
Germany
T +49/18 05/34 34 34
F +49/18 05/34 34 20
www.sap.com