Central Purchasing (2XT) : Test Script SAP S/4HANA - 04-07-21

Central Purchasing (2XT) PUBLIC
Purpose Error: Reference source not found 1
Test Script PUBLIC

SAP S/4HANA - 04-07-21
Central Purchasing (2XT)
Table of Contents
1 Purpose
2 Prerequisites
2.1 System Access
2.2 Roles
2.3 Master Data, Organizational Data, and Other Data
2.4 Preliminary Steps
2.4.1 Configure Flexible Workflow for Centrally Managed Purchase Requisition
2.4.2 Configure Flexible Workflow for Centrally Managed Purchase Order
2.4.3 Manage Teams and Responsibilities
2.4.4 Create Situation Type for Overdue centrally managed PO items
2.4.5 Setting up Pro-rata VAT New Tax Codes (Optional)
3 Overview Table
4 Test Procedures
4.1 Create Purchase Requisition
4.2 Import Purchase Requisitions
4.3 Process Purchase Requisitions Centrally
4.4 Approve Purchase Requisition (Optional)
4.5 Block Purchase Requisition for Central Processing
4.6 Refresh Purchase Requisitions
4.7 Defer and Resume Deferred Purchase Requisition
4.8 Reassign Purchasing Group
4.9 Assign Source of Supply
4.10 Create Purchase Order
4.11 Import Purchase Orders
4.12 Manage Purchase Orders Centrally
4.13 Approve Purchase Order (Optional)
4.13.1 Schedule Output for Centrally Managed Purchase Order (Optional)
4.14 Add Open Purchase Requisition to Purchase Order
4.15 Post Goods Receipt – In Connected System
4.16 Create Supply Invoice – In Connected System
4.17 Refresh Purchase Orders
4.18 Check Purchase Order Centrally
4.19 Close Purchase Requisition Items
4.20 Central Purchasing Analytics
4.20.1 Monitor Purchase Requistion Items Centrally (Optional)
4.20.2 Monitor Purchase Order Items Centrally (Optional)
4.21 Detect and React to Situation (Optional)
4.21.1 Detect Critical Purchase Order Item Overdue Situation
4.21.2 React to Critical Purchase Order Item Overdue Situation
4.22 Purchase Requisition Automation
4.22.1 Configure Automation Rules for Business Processes
4.22.2 Schedule Automation of Business Processes
4.22.3 Check Purchase Requisition
4.23 Integration with Central Purchase Contracts (Optional)
4.23.1 Create Central Purchase Contracts from Process Purchase Requisitions Centrally
4.23.2 Add Purchase Requisition to Central Purchase Contracts from Process Purchase Requisitions Centrally
4.23.3 Create Central Purchase Contract Automation
4.23.3.1 Configure Automation Rules for Business Processes

4.23.3.2 Schedule Automation of Business Processes
4.23.3.3 Check Central Purchase Contract

1 Purpose
Central Purchasing provides centralized access and visibility to processes across industries with a deep integration into the system landscape. It is connected to the customer’s ERP systems and ex -
changes purchasing documents (such as purchase requisitions and purchase orders) in the connected systems. It also offers central approval process, central portal, central output management, analyt -
ics and responsibility management of product categories.
This scope item offers one platform where a procurement specialist can work centrally on purchase requisitions and purchase orders from different connected systems. Operational procurement pro -
cesses are not the only tasks to profit from the hub approach. Strategic procurement tasks (such as Supplier Management) benefit from the transparency and the ability to initiate strategic activities
from a central digital procurement control center.
This document provides a detailed procedure for testing this scope item after solution activation, reflecting the predefined scope of the solution. Each process step, report, or item is covered in its
own section, providing the system interactions (test steps) in a table view. Steps that are not in scope of the process but are needed for testing are marked accordingly. Project-specific steps must be
added.
Values in this test script (decimal notation, date formats, and so on) are presented in U.S. standard notation. If your test system is set up to use a different notation, enter values as appropriate.

2 Prerequisites
This section summarizes all the prerequisites for conducting the test in terms of systems, users, master data, organizational data, other test data and business conditions.
2.1 System Access

The test should be conducted with the following system:
System Details
SAP S/4HANA HUB sys- Identifies the SAP S/4HANA system from releases 2105 CE. The SAP S/4HANA system acts as a hub system when it is connected to multiple connected sys-
tem tems.
Accessible via the SAP Fiori Launchpad. Your system administrator provides you with the URL to access the various apps assigned to your role.
Connected System Any ERP system from release ERP6.0 and EHP6 above with add-on HUBERPI is considered as the connected system.
Any S/4HANA On-Premise 1709 and higher, with add-on HUBS4IC is considered as connected system.
Any S/4HANA Cloud 2105 is considered as connected system.
2.2 Roles
Assign the following business roles to your individual test users. Alternatively, if available, you can create business roles using the following spaces with pages and predefined apps for the SAP Fiori
launchpad and assign the business roles to your individual test users.
These roles or spaces are examples provided by SAP. You can use them as templates to create your own roles or spaces.
For more information about business roles, refer to Assigning business roles to a user in the Administration Guide to Implementation of SAP S/4HANA with SAP Best Practices .
Name (Role) ID (Role) Name (Space) ID (Space) Log On

Purchaser - Central Procurement SAP_BR_CENTRAL_PURCHASER Central Procurement SAP_BR_CENTRAL_PUR-
CHASER
Purchasing Manager SAP_BR_PURCHASING_MANAGER
Manager - Procurement SAP_BR_MANAGER_PROCURE-

MENT

Name (Role) ID (Role) Name (Space) ID (Space) Log On
Configuration Expert - Business Process Configuration SAP_BR_BPC_EXPERT Business Process Configuration SAP_BR_BPC_EXPERT
2.3 Master Data, Organizational Data, and Other Data

The organizational structure and master data of your company has been created in your system during activation. The organizational structure reflects the structure of your company. The master data
represents materials, customers, and vendors, for example, depending on the operational focus of your company.
Use your own master data or the following sample data to go through the test procedure.
Data Sample Value Details Comments

Company Code in connected system 1000
Plant in connected system 1000
Purchase Organization in connected system 1000
Purchase Group in connected system 001
2.4 Preliminary Steps
2.4.1 Configure Flexible Workflow for Centrally Managed Purchase Requisition
Purpose
In this procedure, you configure workflow for Centrally Managed Purchase Requisition.

Procedure
Test Test Step Name Instruction Expected Result Pass / Fail /

Step # Comment
1 Log on Log on to SAP Fiori launchpad as a Configuration Expert - Business Process Configuration. The SAP Fiori launchpad
is displayed.
2 Open Manage Workflow for Cen- Choose Manage Workflows for Centrally Managed Purchase Requisitions (F3794). The Manage Workflows
trally Managed Purchase Requisi- There are two kinds of Centrally Managed Purchase Requisition workflow: overall workflow and screen is displayed.
tion item level workflow.
By default, Centrally Managed Purchase Requisition triggers item level workflow.
If you want to use overall workflow, you can use SSCUI Activate Overall Release of Centrally
Managed Purchase Requisitions to activate the overall workflow described in the Set-Up Instruc-
tions for this scope item.
3 Create Workflow for Centrally Choose Approve CentrallyManaged PR-Overall.

Managed Purchase Requisition Choose Add and make the following entries.
Overall
Name: Workflow for Centrally Managed Purchase Requisition Overall
In the Start Conditions area
Connected system of centrally managed purchase requisition is: Your connected system
Total value of centrally managed purchase requisition is greater than: 1000 EUR
In Step Sequence area, choose Add and make the following entries:
Step Type: Release of Centrally Managed Purchase Requisition
Assignment By: Choose User and select MANAGER_PROCUREMENT from search help.
Step to be completed by: One of the recipients
Choose Add.
Choose Save.
4 Activate Workflow Select the created Workflow Item and choose Activate. The Workflow is acti-
vated.
5 Create Workflow for Centrally Choose Workflow for Centrally Managed PR Item.
Managed Purchase Requisition Choose Add and make the following entries.
Item Level
Name: Workflow for Centrally Managed Purchase Requisition Item
In the Start Conditions area
Purchasing Organization of centrally managed purchase requisition is: Your purchasing

Step # Comment
organization in connected system
Total value of centrally managed purchase requisition item is greater than: 1000 EUR
In Step Sequence area, choose Add and make the following entries:
Step Type: Release of Centrally Managed Purchase Requisition
Assignment By: Choose User and select MANAGER_PROCUREMENT from search help.
Choose Add.
Choose Save.
6 Activate Workflow Select the created Workflow Item and choose Activate. The Workflow is acti-
vated.
2.4.2 Configure Flexible Workflow for Centrally Managed Purchase Order
Purpose
In this procedure, you configure your release conditions for Purchase Order Approval.
Procedure
Test Step Test Step Name Instruction Expected Result Pass / Fail /
# Comment
1 Log on Log on to SAP Fiori launchpad as a Configuration Expert - Business The SAP Fiori launchpad is dis-
Process Configuration. played.
2 Open Manage Workflow for Centrally Choose Manage Workflows for Centrally Managed Purchase Orders The Manage Workflows screen
Managed Purchase Order (F3316). is displayed.
3 Create Workflow Choose Add and make the following entries.

# Comment
Name: Workflow for Centrally Managed Purchase Order
In the Start Conditions area:
Company Code Unique ID of Centrally Managed Purchase Order is: Your
company code in connected system
Total net amount of centrally managed purchase order is greater than: 1000
EUR
In Step Sequence section, choose Add and make the following entries:
Step Type: Release of Centrally Managed Purchase Order
Assignment By: Choose User and select Purchasing_manager from
search help.
Choose Add.
Choose Save.
4 Activate Workflow Select the created Workflow and choose Activate. The Workflow is activated.
2.4.3 Manage Teams and Responsibilities
Purpose
In this procedure, you create teams and responsibilities for central purchasing.
Procedure

Step # Comment
1 Log onto Fiori Launch- Log on to the SAP Fiori launchpad as a Configuration Expert - Business Process Configuration. The Fiori launchpad is dis-
pad played.

Step # Comment
2 Access the App Open Manage Teams and Responsibilities - Procurement (F2412). The Manage Teams and Re-
sponsibilities screen is dis-
played.
3 Create manage team and Choose Create and make the following entries:
responsibilities Name: CENTRAL_TEAM_PROC
Global ID: CENTRAL_TEAM_PROC
Description: Central Procurement Team
Status: Enabled
Type:SCPRC
In Team Members section, and choose Create and make the following entries on the next screen:
Business Partner: <your business partner>, for example, search Last Name for Purchas-
ing Manager to get the user ID
Functions: SCTPUR (Central Purchasing)
4 Save Team Choose Save. The team has been created.
5 Create Sub Team On Central Procurement Team view, choose Create Subteam and make the following entries: Sub team has been created.
Name: SUB_TEAM_PROC
Global ID: SUB_TEAM_PROCSUB_TEAM_PROC
Description: Sub Procurement Team
Status: Enabled
Type: SCPRC
In Responsibility Definitions section, make the following entries:
Connected System ID: <your connected system ID>, for example, QIASCC
In Team Members section, choose Create and make the following entries on the next screen:
Business Partner: <your business partner>, for example, search Last Name for Pur-
chaser - Central Procurement to get the user ID
Functions: SCTPUR (Central Purchasing)
Choose Save.
Choose Back.
6 Show Hierarchy Back to Manage Teams and Responsibilities view, select team Central Procurement Team Team hierarchy is displayed.

Step # Comment
and choose Show Hierarchy to see the structure of a selected team, its sub teams and super teams.
From the hierarchical view, you can see a team’s members, responsibility definitions, and additional
details.
If you choose Show Hierarchy before selecting a team, you can see the structure of all the teams,
their sub teams and super teams.
2.4.4 Create Situation Type for Overdue centrally managed PO items
Purpose
In this procedure, you create situation type for Overdue centrally managed PO items.
When a purchaser logs on to the Fiori Launchpad, he or she will get a notification that says Purchase order item overdue. The delivery date criteria can be maintained in custom situation
types. The framework checks if the delivery date of purchase order from the connected system is less than or equal to the delivery date that is configured in custom situation types. A situation is then
triggered, and notification is sent. The purchaser can navigate from the Fiori notification to item object, and then choose to dismiss the situation and take corrective actions. Dismissing a situation
will ensure that no further situation message is triggered for the same situation type and purchase order number. The purchaser can choose from the one of the following reasons to dismiss the situa -
tion message:
● Obsolete
● Resolve
● Invalid
Procedure

Step # Comment
1 Log on Log on to SAP Fiori launchpad as a Configuration Expert - Business Process Configuration role. The SAP Fiori launchpad is dis-
played.
2 Access the App Open Manage Situation Types (F2947). The Manage Situation Typess-
creen is displayed.

Step # Comment
3 Copy Standard Situa- On the Manage Situation Types screen, choose Go.
tion Template Choose standard situation template with the ID PROC_OVERDUECENTRALLYMNGDPO_ITEM and
the Name Overdue centrally managed PO items
and choose Copy.
4 Create Ready-to-Use It will create a Ready-to-Use Situation Type. The Ready-to-Use Situation
Situation Type On the Situation Type screen, make the following entries: Type has been saved.
ID: ZPROC_OVERDUECENTRALLYMNGDPO_ITEM (for example)
This field is the Unique Identifier of a Ready-to-Use Situation Type. The ID of a Ready-to-Use Situ-
ation Type should start with Z or Y. ID is a Mandatory Field and can't be left blank.
Name: for example, Overdue centrally managed PO items
This field is the name of the Ready-to-Use Situation Type.
Go to section Condition:
Choose the item and make the following entries:
Delivery date: in search help choose DEFINE CONDITION and maintain the Delivery date between
FIRSTDAYOFCURRENTMONTH and TODAY
Go to section Recipients and make the following entries:
Responsibility Definitions: Product Group, Connected Company Code, Connected
Plant and Connected System ID
Member Functions: Central Purchasing
Go to section Situation Monitoring:
Check Monitor Instances.
Go to the section Batch Job Scheduling:
Choose one time zone in the field Time Zone and maintain the time for the field Start Batch Job At.
Choose Save.
5 EnableReady-to-Use On the Do you want to enable the situation type? screen, choose Yes. The Ready-to-Use Situation
Situation Type Typeis is enabled.

2.4.5 Setting up Pro-rata VAT New Tax Codes (Optional)
For the Netherlands you have the option (in case it is relevant for you) to configure tax codes especially for pro-rata VAT (partially deductible and non-deductible VAT). To achieve this, you need to
perform the following steps:
● Create pro-rata tax codes that can trigger the automatic split of deductible and non-deductible portion (SSCUI 101016)
● Define pro-rata coefficients (SSCUI 103619)
Based on this configuration the system can then automatically split the input VAT into deductible and non-deductible portions when an incoming invoice is posted, using the coefficient that is valid
for the company code and the tax code on the relevant date.
The coefficient represents the portion of the input tax that can be deducted, for example, if the pro-rata coefficient is 90% and the standard VAT rate is 21%, then 18.9% is deductible and 2.1% is
non-deductible.
Note When creating new tax codes you also need to configure the account assignment for your new tax codes (SSCUI 100297) and you need to make the necessary settings (SSCUI 103011) to make
sure your newly created tax codes are also reported in the VAT return.

3 Overview Table
If your system administrator has enabled spaces and pages on the SAP Fiori launchpad, the homepage will only contain the essential apps for performing the typical tasks of a business role.
You can find all other apps not included on the homepage using the search bar.
If you want to personalize the homepage and include the hidden apps, navigate to your user profile and choose App Finder.
Process Step Business Role App/Transaction Expected Re-

sults
Create Purchase Requisition [page ] 16 Purchaser - Central Procurement Process Purchase Requisitions Centrally - Formerly Manage Pur-
chase Requisitions Centrally (F3290)
Import Purchase Requisitions [page ] 17 Configuration Expert - Business Schedule Import of Purchasing Documents (F3268)
Process Configuration
Process Purchase Requisitions Centrally [page ] 19 Purchaser - Central Procurement Process Purchase Requisitions Centrally - Formerly Manage Pur-
Approve Purchase Requisition (Optional) [page ] 20 Manager - Procurement My Inbox - All Items (F5331)
Block Purchase Requisition for Central Processing [page ] 22 Purchaser - Central Procurement Process Purchase Requisitions Centrally - Formerly Manage Pur-
Refresh Purchase Requisitions [page ] 23 Purchaser - Central Procurement Process Purchase Requisitions Centrally - Formerly Manage Pur-
Defer and Resume Deferred Purchase Requisition [page ] 24 Purchaser - Central Procurement Process Purchase Requisitions Centrally - Formerly Manage Pur-
chase Requisitions Centrally (F3290)/ ECC
Reassign Purchasing Group [page ] 25 Purchaser - Central Procurement Process Purchase Requisitions Centrally - Formerly Manage Pur-
Assign Source of Supply [page ] 27 Purchaser - Central Procurement Process Purchase Requisitions Centrally - Formerly Manage Pur-
Create Purchase Order [page ] 28 Purchaser - Central Procurement Process Purchase Requisitions Centrally - Formerly Manage Pur-
chase Requisitions Centrally (F3290)/ ECC
Import Purchase Orders [page ] 29 Configuration Expert - Business Schedule Import of Purchasing Documents (F3268)
Manage Purchase Orders Centrally [page ] 31 Purchaser - Central Procurement Manage Purchase Orders Centrally (F3292)
Process Step Business Role App/Transaction Expected Re-
sults
Approve Purchase Order (Optional) [page ] 32 Purchasing Manager My Inbox - All Items (F5331)
Add Open Purchase Requisition to Purchase Order [page ] 35 Purchaser - Central Procurement Process Purchase Requisitions Centrally - Formerly Manage Pur-
Post Goods Receipt – In Connected System [page ] 36 Warehouse Clerk ECC
Create Supply Invoice – In Connected System [page ] 37 Accounts Payable Accountant ECC
Refresh Purchase Orders [page ] 38 Purchaser - Central Procurement Manage Purchase Orders Centrally (F3292)
Check Purchase Order Centrally [page ] 39 Purchaser - Central Procurement Manage Purchase Orders Centrally (F3292)
Close Purchase Requisition Items [page ] 41 Purchaser - Central Procurement Process Purchase Requisitions Centrally - Formerly Manage Pur-
Monitor Purchase Requistion Items Centrally (Optional) [page ] 42 Purchaser - Central Procurement Monitor Purchase Requisition Items Centrally (F3976)
Monitor Purchase Order Items Centrally (Optional) [page ] 44 Purchaser - Central Procurement Monitor Purchase Order Items Centrally (F3676)
React to Critical Purchase Order Item Overdue Situation [page ] 46 Purchaser - Central Procurement Notifications
Configure Automation Rules for Business Processes [page ] 47 Purchaser - Central Procurement Manage Rules for Automation of Business Processes (F4042)
Schedule Automation of Business Processes [page ] 49 Configuration Expert - Business Schedule Automation of Business Processes (F3983)
Check Purchase Requisition [page ] 51 Purchaser ECC
Create Central Purchase Contracts from Process Purchase Requisi- Purchaser - Central Procurement Process Purchase Requisitions Centrally - Formerly Manage Pur-
tions Centrally [page ] 52 chase Requisitions Centrally (F3290)
Add Purchase Requisition to Central Purchase Contracts from Purchaser - Central Procurement Process Purchase Requisitions Centrally - Formerly Manage Pur-
Process Purchase Requisitions Centrally [page ] 55 chase Requisitions Centrally (F3290)
Configure Automation Rules for Business Processes [page ] 57 Configuration Expert - Business Manage Rules for Automation of Business Processes (F4042)
Schedule Automation of Business Processes [page ] 59 Configuration Expert - Business Schedule Automation of Business Processes (F3983)
Check Central Purchase Contract [page ] 60 Purchaser - Central Procurement Manage Central Purchase Contracts (F3144)

4 Test Procedures
This section describes test procedures for each process step that belongs to this scope item.
4.1 Create Purchase Requisition
Test Administration
Customer project: Fill in the project-specific parts.
Test Case ID <X.XX> Tester Name Testing Date Enter a test date.
Business Role(s)
Responsibility <State the Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.
Purpose
You create purchase requisition in connected system.
Procedure

Step # Comment
1 Log on Log on to SAP Fiori launchpad as a Purchaser - Central Procurement. The SAP Fiori launchpad is displayed.
2 Open Process Purchase Requi- Choose Process Purchase Requisitions Centrally - Formerly Manage Purchase The Process Purchase Requisitions Cen-
sitions Centrally Requisitions Centrally (F3290) trally screen is displayed

Step # Comment
3 Create Purchase Requisition On the Process Purchase Requisitions Centrally screen, choose Create Docu- The Create Purchase Requisition screen in
ment > Create Purchase Requisition . connected system is displayed.
On the Select Plant screen, select your connected Plant for example: 1000 and
choose Create.
4 Create Purchase Requisition in On the Create Purchase Requisition screen, make the following entries: The purchase requisition is created in con-
connected system ● Document Type: Your purchasing requisition document type. for example, nected system.
CPR (Central PR)
● Material: Your material, for example, METAL01
● Val. Price: 15
● Quantity: 100
● Plant: Your Plant, for example, 1000
● Stor. Loc.: Your Storage, Location for example, 0001
● POrg: Your Purchasing Org, for example, 1000
Choose Save.
If purchase requisition requires central approval, the Requisition Processing
State is set to In External Approval automatically.
Central approval for purchase requisition is defined in customizing Maintain
Central Settings for Purchase Requisitions in connected system.
4.2 Import Purchase Requisitions
Test Administration
Business Role(s)

Purpose
After a purchase requisition is created in the connected system, you can schedule import of the purchasing documents to import purchase requisition to hub system.
Procedure
# Comment
1 Log on Log on to SAP Fiori launchpad as a Configuration Expert - Business The SAP Fiori launchpad is displayed.
Process Configuration.
2 Open Schedule Import of Pur- Choose Schedule Import of Purchasing Documents (F3268). The Application Jobs screen is displayed.
chasing Documents
3 Create New Import Job On the Application Jobs screen, choose Create. The Application Jobs Detail screen is displayed.
On the Template Selection screen, make the following entries and
choose Step 2:
● Job Template: Import Purchase Requisitions from
Connected Systems
● Job Name: Import Purchase Requisitions from Con-
nected Systems
On the Scheduling Options screen, make the following entries and
choose Step 3:
● Start Immediately: check
On the Parameters screen, make the following entries:
● Import Type: Ad-hoc Import
● Connected System ID: Your Connected System ID, for ex-
ample QIASCC
● Document Type: Your Purchase Requisition Document
Type in Connected System, for example CPR
● Document Number From: Your Purchase Requisition
# Comment
Document Number created in Connected System
● Document Number To: Your Purchase Requisition
Document Number created in Connected System
4 Schedule the Job Choose Schedule. Job Import Purchase Requisitions from Con-
nected Systems has been scheduled.
5 Check import job status On the Application Jobs screen, choose Log for the job you scheduled. Purchase requisition extraction completed.
Check Log Details.
4.3 Process Purchase Requisitions Centrally
Test Administration
Business Role(s)
Purpose
After purchase requisition is imported from connected system to hub system, you can manage the purchase requisition centrally in hub system.

Procedure
Test Test Step Name Instruction Expected Result Pass /

Step # Fail /
Comment
1 Log on Log on to SAP Fiori launchpad as a Purchaser - Central Procurement. The SAP Fiori launchpad
is displayed
2 Open Process Pur- Choose Process Purchase Requisitions Centrally - Formerly Manage Purchase Requisitions Centrally (F3290). The Process Purchase
chase Requisitions Requisitions Centrally
Centrally screen is displayed
3 Search for Pur- On the Process Purchase Requisitions Centrally screen, enter search criteria to search your purchase requisition. The Purchase Requisition
chase Requisitions Then choose your purchase requisition. screen is displayed.
You can set Responsibility Management as ON to set the filter value defined in Manage Teams and Responsibili-
ties [page ] 9 automatically.
On the Purchase Requisition Items list page, you can choose Assigned Supplier and Created By to display detailed
supplier and creator contact information (Cell Phone, Telephone and E-mail).
On the supplier and material search help screen, you can input Lead Supplier ID and Lead Material ID to show all
related suppliers and materials from different connected system that defined in Unified Key Mapping Service for
Central Procurement. For details configuration for Unified Key Mapping Service for Central Procurement, you can
check Set-Up Instructions for this scope item.
4 Display your Pur- On the Purchase Requisition Item screen, now you can check the detail data of your purchase requisition.
chase Requisitions You can choose Open Document to display your purchase requisition in connected system on Webgui screen.
4.4 Approve Purchase Requisition (Optional)
Test Administration

Business Role(s)
Purpose
You approve the backend purchase order in hub system.
Procedure

Step # Comment
1 Log on Log on to SAP Fiori launchpad as a Manager - Procurement. The SAP Fiori launchpad is displayed.
2 Open My Inbox Choose My Inbox - All Items (F5331). The My Inbox screen is displayed.
3 Search for Purchase Requisition On the My Inbox screen, enter the purchase requisition number in the search
area and choose Search.
4 Navigate to Process Purchase Requi- On the Release of Centrally Managed Purchase Requistion screen, choose the The Purchase Requisition Item screen is
sition Centrally purchase requisition number. displayed.
5 Navigate to Purchase Requisiton in On the Purchase Requistion Item screen, choose Open Document. The Display Purchase Requisition we-
the Connected System bgui screen is displayed.
6 Edit Purchase Requisiton in the Con- On the Display Requisition Item webgui screen, choose Display/Change. The purchase requisition is changed in
nected System Change Quantity to 120, and choose Save. connected system.
Close the Display Purchase Requisition webgui page in the connected sys-
tem.
7 Refresh Purchase Requisiton On the Purchase Requisition Item screen, choose Refresh. Refresh successfully and workflow is
re-triggered.
8 Search for Purchase Requisition On the Purchase Requisition Item screen, choose Back.
On the My Inbox screen, enter the purchase requisition number in the search
area and choose Search.
9 Approve Purchase Requisition Select the purchase requisition on the left side of the screen and choose Ap- The Submit Decision screen is dis-
Step # Comment
prove in the lower right corner. played.
10 Enter Release Reason Enter the approval reason if needed, then choose Submit. The Purchase Requisition is approved.
The note added in the submit decision is stored in purchase requisition text
Approval Notes (ID:B08) in connected system.
4.5 Block Purchase Requisition for Central Processing
Test Administration
Business Role(s)
Purpose
You process and block the purchase requisition centrally in hub system to prevent the purchase requisition to be converted in the connected system.
Procedure

Step # Comment
1 Log on Log on to SAP Fiori launchpad as a Purchaser - Central Procurement. The SAP Fiori launchpad is dis-
played
Step # Comment
2 Open Process Purchase Choose Process Purchase Requisitions Centrally - Formerly Manage Purchase Requisitions Centrally The Process Purchase Requisi-
Requisitions Centrally (F3290). tions Centrally screen is dis-
played
3 Process Purchase Req- On the Process Purchase Requisitions Centrally screen, enter search criteria to search your purchase
uisition Centrally requisition.
Then select your purchase requisition and set Process Centrally as ON.
4 Display Purchase Req- On the Purchase Requisition Item screen, choose your purchase requisition. The Purchase Requisition Item
uisition Item screen is displayed.
5 Check Purchase Requi- On the Purchase Requisition Item screen, choose Open Document to display your purchase requisi- The purchase requisition item is
sition Block Status tion in connected system on Webgui screen. blocked for central processing.
Navigate to Item > Status tab and check Block ID.
For Purchase Requisition that created from Realtime (manual) or Self Service Procurement, the
Block ID is set to Block for Central Processing. Purchase Requisition is not allowed to be edited and
follow on document creation is not allowed.
For other Purchase Requisition, the Block ID is set to Blocked for Follow on Document Processing
Centrally. Purchase Requisition can be edited and follow on document creation is not allowed.
4.6 Refresh Purchase Requisitions
Test Administration
Business Role(s)

Purpose
You refresh the purchase requisition in the Process Purchase Requisitions Centrally app to update your purchaser requistion with latest data from the connected system.
Procedure

Step # Comment
played.
2 Open Process Purchase Req- Choose Process Purchase Requisitions Centrally - Formerly Manage Purchase Requisi- The Process Purchase Requisitions
uisitions Centrally tions Centrally (F3290). Centrally screen is displayed
3 Search for Purchase Requi- On the Process Purchase Requisitions Centrally screen, enter search criteria to search your The Purchase Requisition Item screen
sitions purchase requisition. is displayed.
Then choose your purchase requisition.
4 Refrsh your Purchase Req- On the Purchase Requisition Item screen, choose Refresh on the upper right corner to up- Refreshing is successful.
uisitions date your purchaser requisition item with latest data from the connected system.
4.7 Defer and Resume Deferred Purchase Requisition
Test Administration
Business Role(s)

Purpose
In the Process Purchase Requisitions Centrally app, you can defer the purchase requisitions and resume the deferred purchase requisitions later.
Procedure

Step # Comment
1 Log on Log on to SAP Fiori launchpad as a Purchaser - Central Procurement. The SAP Fiori launchpad is displayed
2 Open Process Purchase Choose Process Purchase Requisitions Centrally - Formerly Manage Purchase Req- The Process Purchase Requisitions Centrally
Requisitions Centrally uisitions Centrally (F3290). screen is displayed
3 Search for Purchase Requi- On the Process Purchase Requisitions Centrally screen, enter search criteria to The Defer Purchase Requisitions screen is
sitions search your purchase requisition. displayed.
Then select your purchase requisition and choose More Actions > Defer Purchase
Requisitions .
4 Defer Purchase Requisi- On the Defer Purchase Requisition screen, make the following entries: The purchase requisitions have been de-
tions ● Defer Until: Date before delivery date ferred.
Choose Defer. The deferred purchase requisition is re-

moved from the purchase requisitions list.
5 Search for Deferred Pur- On the Process Purchase Requisitions Centrally screen, enter search criteria and
chase Requisitions change Show Deferred Items to ON to search your deferred purchase requisition.
6 Resume Deferred Purchase On the Process Purchase Requisitions Centrally screen, select your deferred pur- The deferred purchase requisitions are re-
Requisitions chase requisition and choose More Actions > Resume Deferred Purchase Requisi- sumed.
tions .
4.8 Reassign Purchasing Group
Test Administration

Business Role(s)
Purpose
You reassign purchasing group for purchase requisition in the Process Purchase Requisitions Centrally app.
Procedure

Step # Comment
played.
2 Open Process Purchase Choose Process Purchase Requisitions Centrally - Formerly Manage Purchase Requisitions The Process Purchase Requisitions
Requisitions Centrally Centrally (F3290). Centrally screen is displayed.
3 Search for Purchase Req- On the Process Purchase Requisitions Centrally screen, enter search criteria to search your
uisitions connected purchase requisition whose Open Quantity is greater than 0.
4 Select Purchase Requisi- On the Process Purchase Requisitions Centrally screen, select your purchase requisition and The Reassign Purchasing Group
tions choose More Actions > Reassign Purchasing Group . screen is displayed
5 Reassign Purchasing On the Reassign Purchasing Group screen, make the following entries and choose Reassign. Purchase requisition items success-
Group Purchasing Group: <your purchasing group in connected system>, for ex- fully reassigned.
ample 002
Enter comments for reassignment: <your comments>
5 Open Purchase Requisition On the Process Purchase Requisitions Centrally screen, choose your purchase requisition The Purchase Requisition Item
Items item. screen is displayed.
6 Check Reassigned Pur- On the Purchase Requisition Item screen, choose Refresh.
chasing Group
Step # Comment
Navigate to Contact Person section, check reassigned purchasing group.
Navigate to Notes, check comments for reassignment.
To replicate notes from connected system, you need complete step Manage Key Mapping for
Note Type in Purchase Requisition and Purchase Order that described in the setup instruc-
tion.
4.9 Assign Source of Supply
Test Administration
Business Role(s)
Purpose
You assign source of supply for purchase requisition in the Process Purchase Requisitions Centrally app.
Procedure

Step # Comment
1 Log on Log on to SAP Fiori launchpad as a Purchaser - Central Procurement. The SAP Fiori launchpad is

Step # Comment
displayed
2 Open Process Pur- Choose Process Purchase Requisitions Centrally - Formerly Manage Purchase Requisitions Centrally The Process Purchase Requisi-
chase Requisitions (F3290). tions Centrally screen is dis-
Centrally played
3 Search for Purchase On the Process Purchase Requisitions Centrally screen, enter search criteria to search your purchase req-
Requisitions uisition.
4 Assign Source of Sup- On the Process Purchase Requisitions Centrally screen, choose Assign SoS for your purchase requisition. The Assign Source of Supply
ply screen is displayed.
5 Select Source of Sup- On the Assign Source of Supply screen, select one source and choose Assign. Source of supply is assigned
ply If the purchase requisition in the connected system requires central approval, you need to approve this for purchase requisition.
purchase requisition in central hub system by repeating the two steps Import Purchase Requisitions
[page ] 17 and Approve Purchase Requisition (Optional) [page ] 20.
4.10 Create Purchase Order
Test Administration
Business Role(s)
Purpose
You create purchase order in connected system.

Procedure

Step # Comment
2 Open Process Purchase Req- Choose Process Purchase Requisitions Centrally - Formerly Manage Purchase Req- The Process Purchase Requisitions Cen-
uisitions Centrally uisitions Centrally (F3290). trally screen is displayed.
3 Search for Purchase Requisi- On the Process Purchase Requisitions Centrally screen, enter search criteria to
tions search your connected purchase requisition.
4 Create Purchase Order On the Process Purchase Requisitions Centrally screen, select your purchase requi- The Create Purchase Order Centrally
sition and choose Create Document > Create Purchase Order . screen is displayed
5 Save Purchase Order On the Create Purchase Order Centrally screen, make the following entries and Purchase order is created in connected
choose Order. system.
Document Type: <your document type>, for example CPO
Quantity: <your value>, for example 10
Price: input a value if Price is empty
You can choose Expert Mode to create purchase order in connected system on We-
bgui screen.
If purchase order requires central approval, the Purchasing Document Processing
State is set to In External Approval automatically.
Central approval for purchase order is defined in customizing Activate Central Set-
tings for Purchase Orders in connected system.
4.11 Import Purchase Orders
Test Administration

Business Role(s)
Purpose
After a purchase order is created in the connected system, you can schedule import of the purchasing documents to import purchase order to hub system.
Procedure
# Comment
2 Open Schedule Import of Pur- Choose Schedule Import of Purchasing Documents (F3268). The Application Jobs screen is displayed.
chasing Documents
3 Create New Import Job On the Application Jobs screen, choose Create. The Application Jobs Detail screen is displayed.
choose Step 2:
● Job Template: Import Purchase Orders from Con-
nected Systems
● Job Name: Import Purchase Orders from Con-
nected Systems
Navigate to Scheduling Options screen, make the following entries
and choose Step 3:
● Start Immediately: check
On the Parameters screen, make the following entries:
● Import Type: Ad Hoc Import
● Connected System ID: Your Connected System ID, for
example QIASCC
● Document Type: Your Purchase Order Document

# Comment
Type in Connected System, for example, CPO
● Purchase Order from: Your Purchase Order Document
Number created in Connected System
● Purchase Order to: Your Purchase Order Document
Number created in Connected System
4 Schedule the Job Choose Schedule. Job Import Purchase Orders from Connected
Systems has been scheduled.
5 Check import job status On the Application Jobs screen, choose Log for the job you sched- Purchase Order Extraction is completed success-
uled. fully.
Check Log Details
4.12 Manage Purchase Orders Centrally
Test Administration
Business Role(s)
Purpose
After purchase order is imported from connected system to hub system, you can manage the purchase order centrally in hub system.

Procedure
Test Test Step Name Instruction Expected Result Pass /

Step # Fail /
Comment
1 Log on Log on to SAP Fiori launchpad as a Purchaser - Central Procurement. The SAP Fiori launchpad
is displayed.
2 Open Manage Choose Manage Purchase Orders Centrally (F3292). The Manage Purchase
Purchase Orders Orders Centrally screen
Centrally is displayed
3 Search for Pur- On the Manage Purchase Orders Centrally screen, enter search criteria to search your purchase order. The Central Purchase
chase Orders Then choose your purchase order. Order screen is dis-
played.
You can set Responsibility Management as ON to set the filter value defined in Manage Teams and Responsibilities
[page ] 9 automatically.
On the supplier and material search help screen, you can input Lead Supplier ID and Lead Material ID to show all re-
lated suppliers and materials from different connected system that defined in Unified Key Mapping Service for Cen-
tral Procurement. For details configuration for Unified Key Mapping Service for Central Procurement, you can check
Set-Up Instructions for this scope item.
4 Display your Pur- On the Central Purchase Order screen, now you can check the detail data of your purchase order.
chase Orders You can choose Open Document to display your purchase order in connected system on Webgui screen.
5 Display Output On the Central Purchase Order screen, navigate to Output Management section.
Details You can check output details if purchase document processing status is Active or Release completed.
Note If the Dispatch Time is Scheduled, you need use fiori app Schedule Output for Centrally Managed Purchase Or-
der (F5471) to schedule the output.
4.13 Approve Purchase Order (Optional)
Test Administration

Business Role(s)
Purpose
You approve the purchase order in hub system.
Procedure
# Comment
1 Log on Log on to SAP Fiori launchpad as a Purchasing Manager. The SAP Fiori launchpad is
displayed.
2 Open My Inbox Choose My Inbox - All Items (F5331). The My Inbox screen is dis-
played.
3 Search for Pur- On the My Inbox screen, enter the purchase order number in the search area, then choose Search.
chase Order
4 Approve Purchase Select the purchase order on the left part of the screen and choose Approve in the lower right corner. The Submit Decision screen
Order is displayed.
5 Enter Approval Enter the approval reason if needed, then choose Submit. The Purchase Order is ap-
Reason The note added in submit decision is stored in purchase order text defined in customizing Determine Text proved.
Types to Save Release Information of Purchase Orders in connected system.

4.13.1 Schedule Output for Centrally Managed Purchase Order (Optional)
Test Administration
Business Role(s)
Purpose
When the purchase order is in Active or Release completed status, you can schedule output for centrally managed purchase order that Dispatch Time is Scheduled.
Procedure
# Comment
1 Log on Log onto SAP Fiori launchpad as a Configuration Expert - Business The SAP Fiori launchpad displays.
Process Configuration .
2 Open Schedule Import of Choose Schedule Output for Centrally Managed Purchase Order The Application Jobs screen displays.
Release Orders
3 Create New Import Job On the Application Jobs screen, choose Create. The Application Jobs Detail screen displays.
choose Step 2.
Job Template: Schedule Output for Centrally Managed Purchase
Order
Job Name: Schedule Output for Centrally Managed Purchase Order
On the Scheduling Options screen, make the following entries and
# Comment
choose Step 3.
Start Immediately: check
On the Parameters screen, make the following entries.
Application Object Type: PRMTHB_PRLD_PURCHASE_ORDER
Conneted System ID: Your Conneted System ID
Purchasing Document: Your Purchase Order Number
4 Schedule the Job Choose Schedule. Job Schedule Output for Centrally Managed Purchase
Order has been scheduled.
4 Check schedule Job status On the Application Job screen, choose Log for the job you sched-
uled.
Check Log Details
4.14 Add Open Purchase Requisition to Purchase Order
Test Administration
Business Role(s)
Purpose
You add open purchase requisitions to existing purchase order in hub system.
Procedure

Step # Comment
1 Log on Log on to SAP Fiori launchpad as a Purchaser - Central Procurement. The SAP Fiori launchpad is
displayed
2 Open Process Purchase Choose Process Purchase Requisitions Centrally - Formerly Manage Purchase Requisitions Centrally The Process Purchase Requisi-
Requisitions Centrally (F3290). tions Centrally screen is dis-
played
3 Search for Purchase On the Process Purchase Requisitions Centrally screen, enter search criteria to search your purchase The Add to Purchase Order
Requisitions requisition. screen is displayed.
Select your purchase requisition whose Open Quantity is great than 0 and choose Add to Documents >
Add to Purchase Order .
4 Add to Purchase Order On the Add to Purchase Order screen, enter search criteria to search your purchase order. The Purchase Order is updated.
Select your purchase order and choose Add.
Note If you receive message Purchase order is outdated, you need follow the steps Refresh
Purchase Orders to Refresh the purchase order first.
If the purchase order in the connected system requires central approval, you need to approve the up-
dated purchase order in central hub system by repeating the two steps Import Purchase Orders [page ]
29 and Approve Purchase Order (Optional) [page ] 32.
5 Open Process Purchase Choose Process Purchase Orders Centrally. The Process Purchase Orders
Orders Centrally Centrally screen is displayed
6 Check updated Pur- On the Process Purchase Orders Centrally screen, enter search criteria to search your updated purchase
chase Order order.
Select your purchase order to check added item from purchase requisition.
4.15 Post Goods Receipt – In Connected System
Test Administration

Business Role(s)
Purpose
You post goods receipt in connected system.
Procedure
Test Step # Test Step Name Instruction Expected Result Pass / Fail / Comment
1 Log on to ECC Access the respective connected system to which employee belongs as a Ware-
house Clerk.
2 Post Goods Receipt Post goods receipt with Transaction MIGO Goods Receipt is posted in connected sys-
tem.
4.16 Create Supply Invoice – In Connected System
Test Administration
Business Role(s)

Prerequisites
For Netherlands, in case pro-rata VAT is relevant for you, please make sure you meet the prerequisites as mentioned in Prerequisites.
Purpose
You create supply invoice in connected system.
Procedure
Test Step # Test Step Name Instruction Expected Result Pass / Fail / Com-
ment
1 Log on to ECC Access the respective connected system to which employee belongs as an Accounts
Payable Accountant.
2 Create Invoice Verifica- Create supplier invoice with Transaction MIRO. Invoice is created in the connected
tion system.
4.17 Refresh Purchase Orders
Test Administration

Business Role(s)
Purpose
You refresh the purchase requisition in the Process Purchase Requisitions Centrally app to update your purchaser requistion with latest data from the connected system.
Procedure

Step # Comment
2 Open Manage Purchase Or- Choose Manage Purchase Orders Centrally (F3292). The Manage Purchase Orders Cen-
ders Centrally trally screen is displayed
3 Search for Purchase Orders On the Manage Purchase Orders Centrally screen, enter search criteria to search your The Central Purchase Order screen is
purchase order. displayed.
Then choose your purchase order.
4 Refrsh your Purchase Order On the Purchase Order screen, choose Refresh on the upper right corner to update your Refreshing is successful.
purchaser order with latest data from the connected system.
4.18 Check Purchase Order Centrally
Test Administration

Business Role(s)
Purpose
You check the updated purchase order information in Manage Purchase Orders Centrally app.
Procedure
Test Step Test Step Name Instruction Expected Result Pass / Fail / Com-
# ment
2 Open Manage Purchase Orders Choose Manage Purchase Orders Centrally (F3292). The Manage Purchase Orders Centrally
Centrally screen is displayed.
3 Search for Purchase Orders On the Manage Purchase Orders Centrally screen, enter search criteria to The Central Purchase Order screen is dis-
search your purchase order. played.
Then choose your purchase order.
4 Display Purchase Orders Item On the Central Purchase Order screen, choose one item.
5 Check Schedule Lines On the Purchase Order Item screen, choose the Schedule Lines tab.
You can check the Quantity Delivered information.
6 Display Follow-on Documents On the Purchase Order Item screen, choose the Process Flow tab.
You can check the Requirement Processing, Ordering, Goods Receiving
and Invoicing information.

4.19 Close Purchase Requisition Items
Test Administration
Business Role(s)
Purpose
You close purchase requisition items in hub system.
Procedure
# Comment
2 Open Process Purchase Requi- Choose Process Purchase Requisitions Centrally - Formerly Manage Purchase The Process Purchase Requisitions Cen-
sitions Centrally Requisitions Centrally (F3290). trally screen is displayed.
3 Search for Purchase Requisi- On the Process Purchase Requisitions Centrally screen, enter search criteria to The Close screen is displayed.
tions search your purchase requisition.
Select your purchase requisition whose Open Quantity is great than 0 and
choose More Actions > Close Purchase Requisition .
4 Close Purchase Requisition On the Close Purchase Requisition screen, enter a close note and choose Con- Purchase Requisition Item is closed.
Items tinue.
5 Open Purchase Requisition On the Process Purchase Requisitions Centrally screen, choose your purchase The Purchase Requisition Item screen is
# Comment
Items requisition item. displayed.
6 Check Closed Purchase Requi- On the Purchase Requisition Item screen, choose Open Document.
sition Items On the Display Purchase Requisition screen, go to Item > Quantities/Dates tab
and check if Closed is selected.
4.20 Central Purchasing Analytics

Central Purchasing Analytics provides users with centralized analyses and the necessary capabilities to better understand the procurement scenarios – both on a holistic level and on a more fine-gran -
ular level.
4.20.1 Monitor Purchase Requistion Items Centrally (Optional)
Test Administration
Business Role(s)
Purpose
In this procedure, you can use Monitor Purchase Requisition Items Centrally app to analyze the purchase orders centrally in S/4HANA Hub system.

Procedure

Step # Comment
2 Open Monitor Purchase Choose Monitor Purchase Requisition Items Centrally (F3976). The Monitor Purchase Requisition
Order Items Centrally Items Centrally screen is displayed.
3 Use the Global Filter On the Monitor Purchase Requisition Items Centrally screen, make the following entries: The corresponding data is filtered ac-
Display Currency: EUR cordingly.
Purchasing Org.: 1000

Purchasing Group: 001
Material Group: L002
Choose Go.
4 Toggle to Visual Filter Choose Visual Filter in the upper right corner of the screen to toggle to the visual filter
view. A donut chart that works as a visual filter and allows different filter options is dis-
played:
● Total Value by Purchasing Group
● Total Value by Requisition Status
● Item Count by Delivery Date Interval
● Item Count by Delivery Status
Check if the content of the corresponding data is filtered accordingly.
5 Toggle to Different View Choose the Chart and Table View, Chart View, and Table View in the upper right part of Check if Table View and Chart View
on Content Part the screen. are displayed correctly.
6 Drill Down by Dimension Choose View By (the second icon on the icon bar). In the dialog box, choose one dimen- Check if the drill-down function works
sion to drill down to a more detailed level. correctly.
7 Change Chart Type Choose Selected Chart Type. In the dialog box, choose one chart type. Check if changing the chart type works
correctly.

4.20.2 Monitor Purchase Order Items Centrally (Optional)
Test Administration
Business Role(s)
Purpose
In this procedure, you can use Monitor Purchase Order Items Centrally app to analyze the purchase orders centrally in S/4HANA Hub system.
Procedure

Step # Comment
played.
2 Open Monitor Purchase Choose Monitor Purchase Order Items Centrally (F3676). The Monitor Purchase Order Items
Order Items Centrally Centrally screen is displayed.
3 Use the Global Filter On the Monitor Purchase Orders Items Centrally screen, make the following entries: The corresponding data is filtered
Display Currency: EUR accordingly.
Purchasing Org.: 1000

Purchasing Group: 001
Material Group: L002
Choose Go.
Step # Comment
4 Toggle to Visual Filter Choose Visual Filter in the upper right corner of the screen to toggle to the visual filter
view. A donut chart that works as a visual filter and allows three different filter options is
displayed:
● Item Count by Next Delivery Status
● Item Count by Next Delivery
● Total Value by Purchasing Org.
● Total Value by Material Group
● Total Value by Supplier
Check if the content of the corresponding data is filtered accordingly.
5 Toggle to Different View Choose the Chart and Table View, Chart View, and Table View in the upper right part of Check if Table View and Chart
on Content Part the screen. View are displayed correctly.
6 Drill Down by Dimension Choose View By (the second icon on the icon bar). In the dialog box, choose one dimension Check if the drill-down function
to drill down to a more detailed level. works correctly.
7 Change Chart Type Choose Selected Chart Type. In the dialog box, choose one chart type. Check if changing the chart type
works correctly.
4.21 Detect and React to Situation (Optional)
4.21.1 Detect Critical Purchase Order Item Overdue Situation

The system automatically detects critical situations, which refer to the overdue purchase order item in the connected system. The detection process is automatically triggered by the system on a regu -
lar basis and indicates critical situations of overdue purchase order item to the purchaser, using the notification functionality on the home screen. This enables the purchaser to proactively react to sit -
uations and avoid negative implications for the business of the company.

4.21.2 React to Critical Purchase Order Item Overdue Situation
Test Administration
Business Role(s)
Purpose
In this activity, you can monitor purchase order item overdue through the notification.
Situation and Notification will be triggered according to the criteria set in the preliminary steps. System automatically detects situations of overdue purchase order item on a daily basis, and indicates
critical situations using the notification functionality on the home screen. This enables Team Member to proactively react to potential overdue purchaser order item and avoid negative implications
for the business processes of the company.
You must perform the steps Manage Teams and Responsibilities [page ] 9 and Create Situation Type for Overdue centrally managed PO items [page ] 11 before testing this step.
Procedure
# Comment
1 Log onto SAP Fiori Open the Fiori Launch Pad with the Purchaser - Central Procurement role. The Fiori Launch Pad is dis-
Launchpad played.
2 Choose the notifica- Choose Notifications on the upper right part of the screen. The Purchase Order Item
tions Choose the notifications: The item XXX of purchase order XXX is overdue in screen is displayed.
the connected system XXX which is generated by the system batch daily job.
3 Check Situation Mes- On the Purchase Order Item screen, the detailed situation message is displayed on the Situations tab. Situation Message is shown

# Comment
sage You can choose Dismiss and pick a reason for dismissing the situation. and dismissed.
4.22 Purchase Requisition Automation
4.22.1 Configure Automation Rules for Business Processes
Test Administration
Business Role(s)
Purpose
In this procedure, you configure automation rules for purchase requisition processes.
Following complex actions are pre-delivered for purchase requisition.
ASSIGN_SOS: Assign Source of Supply (The assignment works only if there is unique one source of supply for purchase requisition.)
CREATE_PO: Create Purchase Order from Purchase Requisition
CREATECCTR: Create Central Purchase Contract
You can use SSCUI Define Actions for Configuring the Automation of Business Processes to define your actions required for configuring the automation of business processes, such as assign Busi-
ness Objects (optional), Action Type, Action Sub Type, and specify if the action is grouping enabled.

Procedure
# Comment
2 Open Manage Automation Rules Choose Manage Rules for Automation of Business Processes The Manage Automation Rules for Business
for Business Processes (F4042). Processes screen is displayed.
3 Create Automation Rules for Busi- Choose Create.

ness Processes In the General Informationsection, make the following entries:
Rule: <your rule ID>, for example: ZPR_RULE
Rule Description: <your rule description>, for exam-
ple: PR Automation Rule
Status: check
Valid From: today
Valid To: today
Starting Business Object: PrmtHbRpldPurchaseRequisition
In the Connected Systemsection, choose Create and select your con-
nected system.
In the Selection Criteriasection, choose Create and make the follow-
ing entries:
Connected System ID: <your connected system ID>
Node Type: PrmtHbRpldPurchaseReqnItem
Field Name: PROCMTHUBPURCHASEREQUISITION
Operator: EQ
Valid From: your purchase requisition number
Choose Apply.
4 Create Activity In the Activity section, choose Create and make the following en-
tries:
Activity ID: <your activity ID>, for example:
ZPR_ACT
Activity Description: <your activity description>,

# Comment
for example: PR Automation Activities
In the Actions section, choose Create and make the following entries:
Unique Action Name: <your action name >, for exam-
ple: Assign SoS
Unique Action ID: <your action ID >, for example:
ZACT_01
Action Definition: ASSIGN_SOS
Choose Apply.
Unique Action Name: <your action name >, for exam-
ple: Create PO
ZACT_02
Action Definition: CREATE_PO
In the Status section, make the following entries:
Set Status for Action with Passed Outcome: Automated
Set Status for Action with Failed Outcome: Automation Failed
In the Prerequisite section, choose Create and select Action
ZACT_01(Assign SOS).
Choose Apply.
Choose Apply.
4 Save Automation Rules for Busi- Choose Save. The Automation Rules for Purchase Requisition
ness Processes is saved.
4.22.2 Schedule Automation of Business Processes
Test Administration

Business Role(s)
Purpose
You schedule automation of business processes in the hub system.

Before you start performing this step, you need to make sure that the purchase requisition has been imported to the hub system.
Procedure
# ment
1 Log on Log on to SAP Fiori launchpad as a Configuration Expert - The SAP Fiori launchpad is displayed.
Business Process Configuration.
2 Open Schedule Automation of Busi- Choose Schedule Automation of Business Processes (F3983). The Application Jobs screen is displayed.
ness Processes
3 Create New Job On the Application Jobs screen, choose Create. The Application Jobs Detail screen is displayed.
On the Template Selection screen, make the following entries
and choose Step 2
Job Template: Schedule Automation of Business
Processes
Job Name: Schedule Automation of Business
Processes
On the Scheduling Options screen, make the following entries
and choose Step 3:
Start Immediately: Selected
4 Schedule the Job Choose Schedule. Job Schedule Automation of Business Processes
has been scheduled.
# ment
5 Check import job status On the Application Jobs screen, choose Log for the job you
scheduled.
Check Log Details.
4.22.3 Check Purchase Requisition
Test Administration
Business Role(s)
Purpose
You check purchase requisition details.
Procedure
# ment
1 Log on Access the respective connected system to which employee belongs as a Pur- The SAP Fiori launchpad is displayed.
chaser - Central Procurement.
2 Access the App Choose Process Purchase Requisitions Centrally - Formerly Manage Pur- The Manage Purchase Requisitions Centrally
# ment
chase Requisitions Centrally (F3290). screen is displayed.
3 Search for Purchase Requi- On the Manage Purchase Requisitions Centrally screen, enter search criteria The Purchase Requisition Item screen is dis-
sitions to search your purchase requisition. played.
Choose Settings and check Automation Status in Columns.
Choose Show Details and check Automation Status.
4 Display your Purchase Choose your purchase requisition.

Requisitions On the Purchase Requisition Item screen, now you can check the detail data
of your purchase requisition.
You can choose Open Document to display your purchase requisition in con-
nected system on Webgui screen.
Go to Item > Source of Supply tab and check source of supply
Go to Item > Status tab and check if process status is PO Created.
4.23 Integration with Central Purchase Contracts (Optional)

To start this chapter, you need make sure the 2ME -Central Purchase Contracts scope item is activated in your system and you have completed the additional configuration steps that are described in
the Set-Up Instructions for 2ME - Central Purchase Contracts scope item.
4.23.1 Create Central Purchase Contracts from Process Purchase Requisitions Centrally
Test Administration
Business Role(s)

Purpose
In this procedure, you can create Central Purchase Contracts with the Process Purchase Requisitions Centrally app.
Procedure

Step # Comment
2 Open Process Purchase Choose Process Purchase Requisitions Centrally - Formerly Manage Purchase The Process Purchase Requisitions Centrally
Requisitions Centrally Requisitions Centrally (F3290). screen is displayed
3 Search for Purchase On the Process Purchase Requisitions Centrally screen, make the following en- The search results show the details with the respec-
Requisitions tries: tive filter criteria.
Company Code: Your company code in connected system, for ex-
ample, 1000
Plant: Your plant in connected system, for example, 1000
Purchasing Organization: Your purchasing organization in con-
nected system, for example, 1000
Material: Your material in connected system, for example,
METAL01
Processing Status: N (Not Edited)
Choose Go.
If there is no suitable purchase requistion, you can create a new purchase requisi-
tion by repeating the steps Create Purchase Requisition [page ] 16 and Import
Purchase Requisitions [page ] 17.
4 Create Central Purchase On the Process Purchase Requisitions Centrally screen, select the purchase requisi- The Central Purchase Contract screen is displayed.
Contract tion item and choose Create Document > Create Central Purchase Contract
If you want to create a Central Purchase Contract Hierarchy, you can choose Cre-
ate Document > Create Central Purchase Contract Hierarchy .
Step # Comment
5 Maintain Central Pur- On the Central Purchase Contract screen, navigate to the General Information sec- The Central Purchase Contract screen is displayed.
chase Contract Data tion and make the following entries:
Contact Type: Quantity Contract
Valid from: for example, today
Valid to: for example, today + 1 month
Central Purchasing Organization: 1010
Central Purchasing Group: 001
Supplier: 10300001
Currency: EUR
Navigate to the Items section and choose Central Purchase Contract item.
.
6 Maintain Central Con- Navigate to Conditions section, choose Create.

tract Item Data On the Central Condition Record screen, make the following entries:
Condition Type: PPR0
Valid From: today
Valid Fromto: today + 1 month
Choose Create.
On the Condition Amounts table, make the following entries:
Default Gross Price (PPR0): 15 EUR
Choose Apply to save the Item.
7 Save Central Contract On the Create Central Contract screen, choose Save. Central purchase contract is created.
For further central purchase contract process, you
can refer to the test script 2ME - Central Purchase
Contracts.
8 Open Purchase Requisi- Choose Back and choose your purchase requisition item.
tion Item On the Purchase Requisition Item screen, choose Open Document.
9 Check Process Status On the new Display Purchase Requisition screen, open Item > Status tab.
Proc. Status is set to External Contract Created, if the central purchase
contract is in In Distribution status.

Step # Comment
Proc. Status is set to Contract Created, if the central purchase contract is in
Distributed status.
4.23.2 Add Purchase Requisition to Central Purchase Contracts from Process Purchase Requisitions Centrally
Test Administration
Business Role(s)
Purpose
In this procedure, you can add purchase requisiton to the existing Central Purchase Contracts with the Process Purchase Requisitions Centrally app.
Procedure

Step # Comment
2 Open Process Purchase Choose Process Purchase Requisitions Centrally - Formerly Manage Purchase The Process Purchase Requisitions Centrally
Requisitions Centrally Requisitions Centrally (F3290). screen is displayed

Step # Comment
3 Search for Purchase On the Process Purchase Requisitions Centrally screen, make the following entries: The search results show the details with the respec-
Requisitions Company Code: Your company code in connected system, for ex- tive filter criteria.
ample, 1000
Plant: Your plant in connected system, for example, 1000
Purchasing Organization: Your purchasing organization in con-
nected system, for example, 1000
Material: Your material in connected system, for example,
METAL01
Processing Status: N (Not Edited)
Choose Go.
If there is no suitable purchase requistion, you can create a new purchase requisi-
tion by repeating the steps Create Purchase Requisition [page ] 16 and Import Pur-
chase Requisitions [page ] 17.
4 Add to Central Pur- On the Process Purchase Requisitions Centrally screen, select the purchase requisi- The Add to Central Purchase Contract screen is
chase Contract tion item and choose Add to Document > Add to Central Purchase Contract . displayed.
5 Select Central Purchase On the Add to Central Purchase Contract screen, select a central purchase contract Purchase requisition items added to Central Pur-
Contract Data and choose Add. chase Contract.
6 Open Central Purchase In the dialog box, choose the central purchase contract number to open the central The Central Purchase Contract screen is displayed.
Contract purchase contract.
7 Check Central Purchase On the Central Purchase Contract screen, navigate to the General Information sec- The Central Purchase Contract Item screen is dis-
Contract tion and check if the Contract In Preparation is set to Yes. played.
Navigate the Items section, check the last item which is added from the purchase
requisition.
Choose the added item.
8 Check Central Purchase On the Central Purchase Contract Item screen, navigate to the Distribution section, For further central purchase contract process, you
Contract Item choose the distribution item. can refer to the test script 2ME - Central Purchase
Check the Referenced Purchase Requistion and Referenced Purchase Requistion Contracts.
Item.

4.23.3 Create Central Purchase Contract Automation
4.23.3.1 Configure Automation Rules for Business Processes
Test Administration
Business Role(s)
Purpose
In this procedure, you configure automation rules for create central purchase contract from purchase requisition.
Procedure

Step # Comment
1 Log on Log on to SAP Fiori launchpad as a Configuration Expert - Business Process The SAP Fiori launchpad is displayed.
Configuration.
2 Open Manage Automation Choose Manage Rules for Automation of Business Processes (F4042). The Manage Automation Rules for Busi-
Rules for Business Processes ness Processes screen is displayed.
3 Create Automation Rules for Choose Create.

Business Processes In the General Information section, make the following entries:
Rule: <your rule ID>, for example: ZCCTR_RULE
Step # Comment
Rule Description: <your rule description>, for example:
CCTR Automation Rule
Status: check
Valid From: today
Valid To: today
Starting Business Object : PrmtHbRpldPurchaseRequisition
In the Connected System section, choose Create and select your connected sys-
tem.
In the Selection Criteria section, choose Create and make the following entries:
Field Name: PROCMTHUBPURCHASEREQUISITION
Operator: EQ
Valid From: your purchase requisition number
Choose Apply.
You can create a new purchase requisition by repeat steps Create Purchase Req-
uisition [page ] 16 and Import Purchase Requisitions [page ] 17.
In the Selection Criteria section, choose Create and make the following entries:
Field Name: PROCESSINGSTATUS
Operator: EQ
Valid From: N
Choose Apply.
4 Create Activity In the Activity section, choose Create and make the following entries:
Activity ID: <your activity ID>, for example: ZCCTR_ACT
Activity Description: <your activity description>, for exam-
ple: CCTR Automation Activities
Unique Action Name: <your action name >, for example: Cre-

Step # Comment
ate CCTR
ZACT_CCTR
Action Definition: CREATECCTR
Choose Apply.
Choose Apply.
5 Save Automation Rules for Choose Save. The Automation Rules for Create Central
Business Processes Purchase Contract is saved.
4.23.3.2 Schedule Automation of Business Processes
Test Administration
Business Role(s)
Purpose
You schedule automation of business processes in the hub system.

Before you start performing this step, you need to make sure that the purchase requisition has been imported to the hub system.

Procedure
Test Step Test Step Name Instruction Pass / Fail /

# Comment
1 Log on Log on to SAP Fiori launchpad as a Configuration Expert - The SAP Fiori launchpad is displayed.
Business Process Configuration.
2 Open Schedule Automation of Busi- Choose Schedule Automation of Business Processes (F3983). The Application Jobs screen is displayed.
ness Processes
3 Create New Job On the Application Jobs screen, choose Create. The Application Jobs Detail screen is displayed.
On the Template Selection screen, make the following entries
and choose Step 2
Job Template: Schedule Automation of Business
Processes
Job Name: Schedule Automation of Business
Processes
On the Scheduling Options screen, make the following entries
and choose Step 3:
Start Immediately: Selected
4 Schedule the Job Choose Schedule. Job Schedule Automation of Business Processes
has been scheduled.
5 Check import job status On the Application Jobs screen, choose Log for the job you Central contract creation was successful.
scheduled.
Check Log Details.
4.23.3.3 Check Central Purchase Contract
Test Administration

Business Role(s)
Purpose
You check the central purchase contract that is created by the automation process in hub system.
Procedure
# Comment
2 Open Manage Central Pur- Choose Manage Central Purchase Contracts (F3144). The Manage Central Purchase Contracts
chase Contracts screen is displayed
3 Search for Central Purchase On the Manage Central Purchase Contracts screen, enter search criteria to The Central Purchase Contract screen is
Contract search your central purchase contract. displayed.
Then choose your central purchase contract.
4 Display your Central Purchase On the Central Purchase Contract screen, you can check the detail data of
Contract your central purchase contract.

Typographic Conventions
Type Style Description
Example Words or characters quoted from the screen. These include field names, screen titles, pushbuttons labels, menu names,
menu paths, and menu options.
Textual cross-references to other documents.
Example Emphasized words or expressions. www.sap.com/contactsap

EXAMPLE Technical names of system objects. These include report names, program names, transaction codes, table names, and
key concepts of a programming language when they are surrounded by body text, for example, SELECT and IN-
CLUDE.
Example Output on the screen. This includes file and directory names and their paths, messages, names of variables and param-
eters, source text, and names of installation, upgrade and database tools.
Example Exact user entry. These are words or characters that you enter in the system exactly as they appear in the documenta-
tion.
<Exam- Variable user entry. Angle brackets indicate that you replace these words and characters with appropriate entries to
ple> make entries in the system.
EXAMPLE Keys on the keyboard, for example, F 2 or E N T E R .
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