SAP SRM Common Issues, Definitions, and Process Flow.
Title: SAP Portal Business Process Application: SAP Supplier Relationship Management (SRM) Structure/Role: SRM-Basic End-User
The Procurement Process
Step One: Before You Begin
Check for Available Funds (Requisitioner) If funds are not available, the Fund Approver will perform a budget transfer.
Step Two: Create a Shopping Cart
Create an Internal Catalog Shopping Cart Create a Free Text Shopping Cart
Step Three: Fund Approver Process
The Fund Approver will approve by individual line items.
Step Four: Shopping Cart Processed into a Purchase Order
Internal Catalog Shopping Carts - if the appropriate budget was used for the item purchased, the shopping cart request will be sent the the supplier. If the appropriate budget was not used and the Fund Approver released the shopping cart, the shopping cart will go to the HISD Procurement department for processing. Free Text Shopping carts - will automatically go to the HISD Procurement Department for process.
Step Five : Supplier will ship goods
Step Six: End User will Post a Confirmation
SAP Portal Business Process
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Reference Number: 1010 Page 2 / 4
Title: Table of Contents Application: SAP Enterprise Portal Structure/Role: SRM-Basic End-User
Welcome to SAP SRM
TM
(Supplier Relationship Management) Training
About Your Training Manual
Our Sections are set up based upon job function. Each color represents a particular job function. Each section contains reference numbers for each type of transaction. Conventions Used in This Book The SAP SRM Management Manual uses these conventions to make it easier for you to understand the material:
Color Section
Job Function
(Gold) This section can be utilized by a Requisitioner and a Fund Approver. (Maroon) This section can be utilized by a Requisitioner. (Green) This section can be utilized by the Fund Administrator. (Purple) This section can be utilized by any SAP User. (Reports, Index)
Example
How to Connect to SRM
Creating a Shopping Cart
Approving a Shopping Cart
Reports, SAP Licenses and Forms
S s cs siic as Ba all B rtta or Po PP AP SA e:: S ne On nO on cttiio ec Se
How to Connect to the SAP Portal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . - How to Log onto the SAP Portal - How to Log off the SAP Portal
R e ce nc en erre effe Re e b m u N Numberr
1000
SAP Portal Business Process
............... ..........
1010
- The Procurement Process - SAP Portal Terminology and Definitions
SAP Portal Basic Navigation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . - Learning about the Requisitioner and the Approver Menu Tabs - Navigation Definitions - Important Icons
1020
SAP Enterprise Portal Table of Contents
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Houston Independent School District
Title: SAP Portal Business Process Application: SAP Supplier Relationship Management (SRM) Structure/Role: SRM-Basic End-User
SAP Portal Terminology and Definitions
Check for available funds From the end users perspective, this is the first step in the procurement process. You must do this before creating a shopping cart. Virtual container used to designate the items a customer intends to purchase From the end users perspective, this second step in the procurement process is a request for goods or services. These items are on an annual contract and have material master data in SRM that contains a product category, product description, price and possibly a vendor source. This will also include items stored in one of HISDs warehouses. These items have no material master data or vendor source, nor is there a contract governing these items. All information about the items must be entered into the SRM system when the shopping cart is created. A four-digit number that identifies a specific school, facility, or work location. From the end users perspective, this is the third step in the procurement process. The fund administrator must release (approve) the items in the shopping cart once it has been created. From the end users perspective, this is the fourth step in the procurement process. This is an actual request to a vendor for a specific good or service. This document based on information provided in the shopping cart. From the end users perspective, this is the last step in the procurement process. After the goods or services have arrived, this document is created to document the movement of the goods. Once the end user has posted a confirmation, the vendor can be paid. A number that identifies a group of several related materials. A number that identifies a specific vendor in the SAP Portal. A number that identifies a specific item in SRM.
Shopping Cart
Catalog Shopping Cart
Free Text Shopping Cart
Plant Release a Shopping Cart
Purchase Order
Confirmations
Product Category Supplier Product ID
Universal Worklist
Folder containing all documents and resubmissions sent to a user. This is officially the SRM Inbox. The conditions of a request for information available in the system.
Queries
SAP Portal Business Process
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Reference Number: 1010 Page 3 / 4
Title: SAP Portal Business Process Application: SAP Supplier Relationship Management (SRM) Structure/Role: SRM-Basic End-User
These terms are used during the shopping cart process.
Short text Order Quantity Unit
A brief description of a good or service. The amount (number) of a good or service being requested. The descriptor that specifies how the quantity of an item is measured. For example, years, box, gallon, each. The specific part/product number of the item requested.
Supplier Product Number
SAP Portal Business Process
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Reference Number: 1010 Page 4 / 4
Title: Correcting Errors within Shopping Carts Application: SAP Supplier Relationship Management (SRM) Structure/Role: Basic End-User
Correcting Errors within Shopping Carts
When you select the check button errors may appear at the top of your shopping cart.
The messages will indicate what line within your shopping cart that may have a problem. It may also indicate a recommended budget. You must then go to the specific row and correct the errors.
Double click the specific line number.
Correcting Errors within Shopping Carts 07/22/2011 Reference Number: 1055 Page 1 / 6
Title: Correcting Errors within Shopping Carts Application: SAP Supplier Relationship Management (SRM) Structure/Role: Basic End-User
The Details section will drop down. Depending on the error message you receive, correct your errors. The Details Section has 5 sections.
Correcting Errors within Shopping Carts
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Reference Number: 1055 Page 2 / 6
Title: Correcting Errors within Shopping Carts Application: SAP Supplier Relationship Management (SRM) Structure/Role: Basic End-User
Step One:
Complete information needed under the Item Detail tab such as Unloading Point.
Correcting Errors within Shopping Carts
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Reference Number: 1055 Page 3 / 6
Title: Correcting Errors within Shopping Carts Application: SAP Supplier Relationship Management (SRM) Structure/Role: Basic End-User
Step Two:
Go to the next tab, Account Assignment:
Select how you would like to distribute your funds. The system will default to percentage. Use the default - percentage. Select the Button.
Budget information will drop down.
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Reference Number: 1055 Page 4 / 6
Title: Correcting Errors within Shopping Carts Application: SAP Supplier Relationship Management (SRM) Structure/Role: Basic End-User
Budget Information
Verify that Cost Center is selected for the Account Assignment Category. Enter the Cost Center of the budget to be used for this shopping cart.
Ex: 001-10-S1
Enter the General Ledger Account (G/L Account No.) of the budget to be used for this shopping cart.
Ex: 11-6399
Enter the Fund of the budget to be used for this shopping cart.
Ex: 101
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Title: Correcting Errors within Shopping Carts Application: SAP Supplier Relationship Management (SRM) Structure/Role: Basic End-User
Select the
button.
Repeat steps until you receive a
message.
Click the Results
Button.
You have successfully corrected errors within your shopping cart. If you were unsuccessful when attempting the steps to complete this transaction, please double check your entries, and review the online documentation and Frequently Asked Questions found on the SAP Web portal department site at https://www.houstonisd.org/portal/site/SAP . If the error or problem persists, contact the Service Desk at 713-892-7378.
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