Contents

1. Purchase requisition release procedure........................................................................................2

1.1 Release procedure with classification....................................................................................2
1.1.1 Header release......................................................................................................................2
1.1.2 Item level release................................................................................................................20
1.2 Release procedure without classification............................................................................36
2. Purchase order release procedure..............................................................................................38
2.1 Changeable indicator in release indicator............................................................................53
3. Service entry sheet release procedure........................................................................................54
3.1 Changeable indicator in release indicator............................................................................66
4. General points on release procedure..........................................................................................67
5. Tabulation....................................................................................................................................68
 Purchasing document release procedure

1. Purchase requisition release procedure

Purchase requisition release can be handled in 2 ways

1. Release procedure with classification

2. Release procedure without classification

1.1 Release procedure with classification

SPROMMPurchasingPurchase requisitionRelease procedure with classification

Purchase requisition can be released in 2 ways. Either at header level or at item level.

PR Release can be done in 2 ways

Individual document release – ME54N

Collective documents release – ME55

1.1.1 Header release

Characteristics – Doc. Type / Plant / PR value

NB / HE11 / 1 to 1000 – Manager

NB / HE11 / 1001 to 10000 – senior manager

NB / HE11 / > 10000 – General manager

Creation of characteristics

SPROMMPurchasingPurchase requisitionRelease procedure with classificationCreate

characteristics (CT04)

Create characteristics for Document type

Create characteristics for plant
Create characteristics for PR total value
Creation of class

SPROMMPurchasingPurchase requisitionRelease procedure with classificationEdit class

(CL02)
Creation of release groups

SPROMMPurchasingPurchase requisitionRelease procedure with classification Set Up

Procedure with ClassificationRelease groups

For header release , activate the overall release indicator in the following path

SPROMMPurchasingPurchase requisitionDefine document types  Select the required

document type and activate the overall release indicator

Creation of release codes

SPROMMPurchasingPurchase requisitionRelease procedure with classification Set Up

Procedure with ClassificationRelease codes

Creation of release indicator

SPROMMPurchasingPurchase requisitionRelease procedure with classification Set Up

Procedure with ClassificationRelease indicator

Creation of release strategies

SPROMMPurchasingPurchase requisitionRelease procedure with classification Set Up

Procedure with ClassificationRelease strategies
Strategy 1
Strategy 2
Strategy 3
1.1.2 Item level release
Characteristics – Doc. Type / Plant / PR value

NB / HE11 / 1 to 1000 – Manager

NB / HE11 / 1001 to 10000 – senior manager

NB / HE11 / > 10000 – General manager

Creation of characteristics

SPROMMPurchasingPurchase requisitionRelease procedure with classificationCreate

characteristics (CT04)

Create characteristics for Document type

Create characteristics for plant
Create characteristics for PR item value
Creation of class

SPROMMPurchasingPurchase requisitionRelease procedure with classificationEdit class

(CL02)
Creation of release groups

SPROMMPurchasingPurchase requisitionRelease procedure with classification Set Up

Procedure with ClassificationRelease groups

For item release, remove the overall indicator release in the following path

SPROMMPurchasingPurchase requisitionDefine document types  Select the required

document type and activate the overall release indicator

Creation of release codes

SPROMMPurchasingPurchase requisitionRelease procedure with classification Set Up

Procedure with ClassificationRelease codes

Creation of release indicator

SPROMMPurchasingPurchase requisitionRelease procedure with classification Set Up

Procedure with ClassificationRelease indicator

Creation of release strategies

SPROMMPurchasingPurchase requisitionRelease procedure with classification Set Up

Procedure with ClassificationRelease strategies
Strategy 1
Strategy 2
Strategy 3
 1.2 Release procedure without classification
Header level release is not possible in release procedure without classification. Only item level
release is possible.

Only 4 fields are allowed for PR release without classification.

Plant, Account assignment category, Material group and PR item value.

SPROMMPurchasingPurchase requisitionRelease procedure without classification

Release codes

Release indicator

Assign release indicators

Release points
Determination of Release Strategy
 2. Purchase order release procedure
Purchase order release is handled in “Release procedure with classification”

Release procedure with classification

SPROMMPurchasingPurchase orderRelease procedure with classification

Purchase order is released at header level only

PO Release can be done in 2 ways

Individual document release – ME29N

Collective documents release – ME28

Header release

Characteristics – Doc. Type / Plant / PO value

NB / HE11 / 1 to 1000 – Manager

NB / HE11 / 1001 to 10000 – senior manager

NB / HE11 / > 10000 – General manager

Creation of characteristics

SPROMMPurchasingPurchase orderRelease procedure with classificationCreate

characteristics (CT04)
Create characteristics for Document type
Create characteristics for plant
Create characteristics for PO total value
Creation of class

SPROMMPurchasingPurchase requisitionRelease procedure with classificationEdit class

(CL02)
Creation of release groups

SPROMMPurchasingPurchase orderRelease procedure with classification Set Up

Procedure with ClassificationRelease groups

Creation of release codes

SPROMMPurchasingPurchase orderRelease procedure with classification Set Up

Procedure with ClassificationRelease codes

Creation of release indicator

SPROMMPurchasingPurchase orderRelease procedure with classification Set Up

Procedure with ClassificationRelease indicator
Creation of release strategies

SPROMMPurchasingPurchase orderRelease procedure with classification Set Up

Procedure with ClassificationRelease strategies

Strategy 1
Strategy 2
Strategy 3
2.1 Changeable indicator in release indicator

Release ID Change indicator Description

B – Blocked Blank The PO can be changed at any time during
approval process. No release procedure will be
triggered.
B – Blocked 1 PO cannot be changed during release procedure
in progress
R – Released Blank The PO can be changed at any time during
approval process. No release procedure will be
triggered.
R – Released 1 PO cannot be changed though the PO is
completely released.
R – Released 6 During release procedure in progress, PO cannot
be changed. If the PO is completely released and
any changes occurs in PO, new release strategy
will be triggered from the initial stage

Note: Change indicator 1 & 6 is used for RFQ / PO / Contract / Scheduling agreement. Release
indicators 2, 3, 4 & 5 will be used for purchase requisition.
 3. Service entry sheet release procedure
SES is handled in “Release procedure with classification”

Release procedure with classification

SPROMMExternal services managementRelease procedure for SES

SES is released at header level only

SES Release can be done in 2 ways

Individual document release – ML81N

Collective documents release – ML85

Header release

Characteristics – Doc. Type / Plant / Service PO value

NB / HE11 / 1 to 1000 – Manager

NB / HE11 / 1001 to 10000 – senior manager

NB / HE11 / > 10000 – General manager

Creation of characteristics

T.Code - CT04

Create characteristics for Document type

Create characteristics for plant
Create characteristics for service PO value
Creation of class

T.Code - CL02
Creation of release groups

SPROMMExternal services managementRelease procedure for SESRelease groups

Creation of release codes

SPROMMExternal services managementRelease procedure for SESRelease codes

Creation of release indicator

SPROMMExternal services managementRelease procedure for SESRelease codesRelease

indicator

Creation of release strategies

SPROMMPurchasingPurchase requisitionRelease procedure with classification Set Up

Procedure with ClassificationRelease strategies
Strategy 1
Strategy 2
Strategy 3
3.1 Changeable indicator in release indicator

Release ID Change indicator Description

B – Blocked Blank The PO can be changed at any time during
approval process. No release procedure will be
triggered.
B – Blocked 1 PO cannot be changed during release procedure
in progress
R – Released Blank The PO can be changed at any time during
approval process. No release procedure will be
triggered.
R – Released 1 PO cannot be changed though the PO is
completely released.
R – Released 6 During release procedure in progress, PO cannot
be changed. If the PO is completely released and
any changes occurs in PO, new release strategy
will be triggered from the initial stage

Note: Change indicator 1 & 6 is used for SES. Release indicators 2, 3, 4 & 5 will be used for
purchase requisition.
4. General points on release procedure

1. Release procedure for purchase requisition can be handled in 2 ways

 With classification
 Without classification

2. Both header wise and item wise release for PR is possible through “release procedure with
classification”

3. Only item wise release is possible through “release procedure without classification”

4. Release procedure for purchase order is possible only in “release procedure with
classification”

5. Only header wise release is possible for RFQ / PO / Contract / Schedule agreement

6. Release procedure service entry sheet is possible only in “release procedure with
classification”

7. Only header wise release is possible for service entry sheet

8. Release object 1 is applicable for PR

9. Release object 2 is applicable for RFQ / PO / Contract / Schedule agreement

10. Release object 3 is applicable for service entry sheet

11. Any number of release codes can be created against a single release group

12. Only 8 release codes are allowed in one release strategy

13. Characteristics and classes are master data. These master data cannot be moved under
transports. It should be manually created in each client in transaction codes CT04 and CL02
respectively

14. The characteristics value entered in the “release strategy – classification” area is a master
data and cannot be moved under transports. It should be manually created in each client in
transaction code CL20N
 5. Tabulation
Purchasing Release procedure Release level Release Release T.Code Release
document object classification
With classification is Header and Item Individual release –
possible level release possible ME54N.
Purchase
Without 1 Collective release – 032
requisition Only item level
classification is ME55
release possible
possible
Only with ME45
Only header level
RFQ classification is 2 032
release possible
possible
Individual release –
Only with
Only header level ME29N.
PO classification is 2 032
release possible Collective release –
possible
ME28
Only with Collective release –
Only header level
Contract classification is 2 ME35K 032
release possible
possible
Only with Collective release –
Scheduling Only header level
classification is 2 ME35L 032
agreement release possible
possible
Individual release –
Only with
Service Only header level ML81N.
classification is 3 032
entry sheet release possible Collective release –
possible
ML85