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Purchase Requisition Release Strategy

Writer's picture: Rajesh Sharma Rajesh Sharma
Jan 242 min read

Purchase Requisition Release Strategy


This blog will discuss the purchase requisition release strategy in SAP S/4HANA.


Overview

Release Procedures (approval) can be used for Purchase Requisitions (PR), Purchase Orders (PO), RFQs, Outline Agreements, and Service Entry Sheets. The principle is the same for all. If you can master one, you will know them all.


Key terminology

  • Release Codes - The different levels that the approval will go through.

  • Release Groups - Grouping of strategies.

  • Release Strategy - Unique, set of conditions, sequence, and levels of releases.

  • Release Indicator / Status - PR status as it moves through the strategy. Example ‘Block’ (can’t create PO yet) or ‘Final Release’ (can create PO from PR)


Here is a summary of the steps to follow to set up our example:

  • Create Characteristics & link to comm. structure (CEBAN for PR)

  • Create Class & link to characteristic

  • Create Release Groups & link to class

  • Create Release Codes

  • Release Indicator

  • Set up strategies

    • Strategies & Codes

    • Pre-requirements

    • Status

    • Assign values for strategies

  • Set overall / item for doc type (PR only)

  • Create and allocate authorization profiles


Detail Steps of Settings

  1. Create Characteristics and link to the communication structure

Step 1: Enter Data Base Table CEBAN, and display

  1. Define Characteristics

  1. Define Class

  1. Define Document Type for Purchase Requisitions

  1. Setup Release Procedure with Classification

  • Release Groups


  • Define Codes

  • Define Release Indicators

  1. Assign Object to Class

  1. Setup Release Procedure with Classification

  • Release Prerequisite

  • Release Status, continue

  • Classification

  • Release Simulation, Simulate Release,

  • Set/ reset Release

  • Set/ reset release

  • Set/ Reset release, cross, and save

  1. Testing Purchase Requisition Approval


7.1 Create Purchase Requisition

Step 1: Enter, Material, Quantity, Plant, Purchasing Group, and Save



7.2 Release Purchase Requisition

Step 1: Go to document, enter document number, execute

Step 2: Release Level 01, and save

Step 3: Release Level 2

Step 4: Save

Conclusion

 

Here we understand how the purchase requisition release strategy is configured in SAP S/4HANA.

 

Rajesh Sharma

SAP WM/EWM Functional Consultant



 

 
 
 

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