I want to customise release strategy in indent and Purchase order in SAP. Kindly provide me steps to configure this. will apperitiate your efforts.
Release Procedure for Purchase Orders
Create characteristics and classes
Here you define the following:
· Release group
· Release codes
· Release indicator
· Release strategy
Create a release group for your release procedure and assign it to a class. In the process, you assign release conditions to the release procedure.
Here you create the release codes you need for your release strategy and assign the codes to your release group. If a release code is to be used in workflow, indicate this accordingly in the Workflow field
The Workflow indicator is also used to control role resolution:
· "1 - Role Resolution with Group, Code and Plant (T16FW)"
Here you use a role resolution that is supplied in the standard system. To do so, you must assign the release point in the section Workflow (see below).
· "9 - Role Resolution via User Exit"
Here you use the customer exit M06E0005 to define a role resolution of your own.
A release indicator shows the release status of a PO.
Via the following settings, you can define the release indicators you need for your release procedure:
· The Released indicator is used to specify whether messages (PO documents in output format) may be transmitted for a purchase order with this indicator.
· The Changeability indicator shows the effect of changes to the PO (a change to a PO may require a new release strategy to be determined, for instance).
· By means of the Value change indicator, you can specify that the release strategy is to be re-started if a PO is changed and the value of a PO item thereby increases by a certain percentage (e.g. 10%). Set the Changeability indicator to "4 - Changeable, new release in case of new strategy or value change" or "6 - Changeable, new release in case of new strategy or value change/outputted" and enter a percentage in the Value change field.
The following release indicators are necessary for every release procedure:
o Release indicator for initial status
If the PO is subject to a release strategy, it must normally be released before it can be transmitted to the vendor. Therefore, when a PO is created, it is assigned a release indicator that blocks it from being outputted in message form.
The Released indicator must not be selected for this indicator.
o Release indicator for released status
This indicator is assigned to the PO when it is released.
The Released indicator must be selected for this indicator.
Create a release strategy for your release group and assign your release codes accordingly.
· Release prerequisites
With the release prerequisites , you specify the order in which the individual release points (individuals or departments) represented by the release codes may release the document.
The following table shows release prerequisites for a strategy with four release codes.
01 02 03 04
In this release strategy, the codes 01, 02, 03, and 04 must successively release the purchase order.
Read the table from left to right. For instance, the third line for release code 03: For code 03, release via code 01 and code 02 is a prerequisite. That is to say, the PO must be released via codes 01 and 02 before it can be released via code 03.
· Release statuses
Here you specify the status a PO has after certain release points have effected release.
Specify which release indicator/status a PO is to have after having been released via a certain release code.
In classification, you maintain the values assigned to the characteristics. Via the characteristics and their values, you specify the POs to which your release strategy is assigned.
Maintain values (individual values or intervals) for your characteristics.
Two characteristics and their values have been maintained in classification for release strategy 'EA':
- Document type - 'NB - standard purchase order'
- Total value - above $10,000
All POs with the document type 'NB' and a total value in excess of $10 ,000 are thus subject to a release procedure with the release strategy 'EA'.
· Release simulation
The release simulation function enables you to check which status a PO will achieve with your release strategy if release is effected by a certain release point.
Choose "Simulate release" and release the document with the desired release code by double-clicking. The system shows you which status the PO now has as a result of this release.
Assign a processor ID to your workflow-relevant release codes. The processor (member of staff responsible for processing the document) will then receive a work item when he or she is required to effect release.
You can assign a processor ID either directly or indirectly:
o Direct processor assignment:
Enter a user name.
o Indirect processor assignment:
Enter a job, for example, or a position. At runtime, the system will then determine the member(s) of staff responsible for processing the document.
Customer exit M06E0005 enables you to define your own role resolution which determines the person responsible for releasing purchasing documents in workflow.
Further information on how to set up a release procedure linked to workflow is available via the menu options Help -> Application Help.
Check Release Strategies
In this step, you can check whether the basic settings for your release strategy are complete and correct.
The following checks are carried out for purchasing documents:
· Basic checks
The system checks whether the necessary release groups exist in the system. For example: Whether a release group has been deleted even though an associated release strategy still exists.
· Checks regarding release groups and release classes
The system checks whether the release groups and the assigned classes have been maintained correctly. For instance, whether
o A class has been assigned to the release groups and whether it exists in the system
o Characteristics - which exist in the system and are linked to the communication structure - have been assigned to the class
o A customer exit must be maintained for a characteristic
· Checks regarding release codes
The system checks whether the release codes have been maintained correctly
· Checks regarding release indicators
The system checks whether the release indicators have been maintained correctly. For example: Whether release indicators exist for the statuses "Blocked" and "Released".
· Checks regarding release strategies
The system checks whether the release strategies have been maintained correctly. For example, whether:
o Release codes have been assigned to the release strategy
o The relevant release indicators have been assigned to the initial and final statuses of a release strategy
· Checks regarding link to workflow
The system checks whether the link between your release procedure and workflow has been maintained correctly. For example, whether:
o A processor (member of staff responsible for processing) has been assigned to a workflow-relevant release code and is defined in the organizational plan
o A customer exit is necessary for the role resolution
The result of these checks is displayed in a log. Further information is available in the Customizing activity under Help -> Application Help.
1. Start the check by performing the Customizing activity.
2. Check whether any error or warning messages are displayed.
3. If necessary, correct your Customizing settings for the release procedure.
4. Re-run the check after making corrections.
Rewards if Helpful
In SPRO->MM->PURCHASING->PURCHASE ORDER->Rel Procedure for purchase orders-> Edit Class
1)First you create a class with class type 032
2)then you create Characteristics, while creating characteristics under additional tab view enter Table & Field name which you require to trigger Release at PO like for Ex : For total Value Table is CEKKO & Field is GNETW, for purchase group it is EKGRP, for Plant WERKS etc. . .
then you assign these characteristics in Class under char tab view (class which you have created.
3) under define release procedures for purchase orders.
click on Rel Groups enter rel group, rel object, your class & save come back &
click on Rel Codes selet your rel group & enter two digit code & give description & save come back
click on release indicator & chek rel indicator 0 & 1 come back
click on rel strategy & make new entries here you enter rel group, rel strategy & rel code & at bottom you will find four tabs such as Release Prerequisites, Release Statues, Clasification, Rel Stimulation.
At Rel Prerequisties click & select check box if more than one release is required.
At Rel Statues check blocked & released.
At Classification you will find the characteristics you have attached to class enter values here.
At Rel Stimulation, just stimulate & save you would have created a release procedure fo PO.