SPRO Menu Path: SPRO: Material Management -> Purchasing -> Purchase Order -> Release Procedure for Purchase Orders -> Edit Characteristic

 

As soon as you enter the structure name and field name, system will generate a warning message “Format data taken from Data Dictionary (press enter)”.  This warning message indicates that the data type of the characteristic will be taken from the data dictionary of this structure in SAP.

Finally Save the characteristic.

Using the same method creates another characteristic BP_PURORG for Purchasing Organization.

For third characteristic which is Purchase order Net value, we need follow the same steps except the below points:

 

Once we have all the characteristics ready with us, we need to group them into a class. Please see the below procedure to create the class.

SPRO Menu Path: SPRO: Material Management -> Purchasing -> Purchase Order -> Release Procedure for Purchase Orders -> Edit Class

Transaction code: CL02.

In main screen of CL02 transaction, provide appropriate Class Name and click on Create button. Make sure that the class type must be 032.

 In main screen of CL02 transaction, provide appropriate Class Name and click on Create button. Make sure that the class type must be 032.

In the detailed screen, provide appropriate description. In Same classification block please select Do not Check radio button.

 

Now the next step is to assign the earlier characteristics to this class. Please note that those characteristics are restricted to be used only in class type 032 which type this class is to be created.

Finally save the class. This concludes the first step for setting up the release strategy. 

Define Release Strategy for Purchase Order

After the class is ready, the next is to configure the elements required in release strategy. Following elements are required.

 

• Release Groups

• Release Codes

• Release Indicator

• Release Strategies

• Workflow

Configure Release Groups

Use following SPRO path for configuring these elements of release strategy.

SPRO: Materials Management -> Purchasing -> Purchase Order -> Release Procedure for Purchase Orders -> Define Release Procedure for Purchase Orders.

When you click on this option, system will give sub options to proceed further. Please select Release Group. Keep the cursor on Release Group and click on Choose button.

Click on New Entry button to create new Release Group. In new record, give appropriate Release Group name as BP, in Class field give our Class name which we have created in above step. Click on Save button to save your entry.

Configure Release Codes

Use following SPRO path for configuring these elements of release strategy.

SPRO: Materials Management -> Purchasing -> Purchase Order -> Release Procedure for Purchase Orders -> Define Release Procedure for Purchase Orders.

When you click on this option, system will give sub options to proceed further. Please select Release Codes. Keep the cursor on Release Codes and click on Choose button.

Click on New Entries to create the Release codes for our release strategy. Number of release codes depends on number of approval levels. Here only two release codes are created which are 10 and 20 for Buyer and Manager respectively. Please note that these release codes are to be created under the same release group which we have configured in previous tab. Click on Save to save your entries.

Configure Release Indicator

Use following SPRO path for configuring these elements of release strategy.

SPRO: Materials Management -> Purchasing -> Purchase Order -> Release Procedure for Purchase Orders -> Define Release Procedure for Purchase Orders.

When you click on this option, system will give sub options to proceed further. Please select Release Indicator. Keep the cursor on Release Indicator and click on Choose button.

This screen indicates release id for initial and released status. Release ID 0 indicates Blocked status and with release ID 1 it is Released status.  The field Changeable contains the parameter which will define how the system reacts if a purchasing document is changed after the start of the release procedure. Means once the order is released, we can still change the values in purchase order which will trigger a new release status. If the field is allowed to change, we can define the % of change allowed.

Configure Release Strategies

Use following SPRO path for configuring these elements of release strategy.

SPRO: Materials Management -> Purchasing -> Purchase Order -> Release Procedure for Purchase Orders -> Define Release Procedure for Purchase Orders.

When you click on this option, system will give sub options to proceed further. Please select Release Strategies. Keep the cursor on Release Strategies and click on Choose button.

Click on New Entries button and give your release group. After giving the release group, provide appropriate Release strategy and description.

Now suppose you want to keep only one level of approval for all PO below 100.00 USD and 2 level of approvals for PO greater than or equal to 100. To achieve this we need to have two release strategies. First release strategy will have only 1 release code and only value less than 100.00 USD is to be selected from characteristic BP_NETVAL. For the Purchase order having value greater than or equal to 100.00 USD, we will create another release strategy which will have both the release codes as we need two level approvals in this case. The following steps are demonstration of second release strategy (with 2 approvals). The same steps needs to be followed for another strategy.

In the given space give all your Release codes.

 

Now click on Release prerequisites button. In prerequisites screen, select prerequisites for each release code. In the given screen shot, we are saying there is not prerequisite for release code 10 and for release code 20 it is required that release id 10 has to be there. Once done, click on Continue button to save the settings.

The next step is Release statuses. Click on Release Statuses button. Here we are attaching the release ids for each operational step. From the below screen it is clear that when the document is created when both the release status are at initial condition.

When the first level of release is done means when it is released by a user having release code 10, the overall status is still Blocked. When the document is released by a higher level user having release code 20, the documents overall status will be Released. Once it is done click on Continue button.

Next step is to select the classification values for the selected characteristics in release class. Click on Classification button to proceed.

Here it is required to select all the values from all the characteristics. If you have multiple values in characteristic, you have to select the values which you want to involve in the release strategy. Select a characteristic row and click on Choose button bottom.

Please note it is also possible to directly mention the values here provided Additional Values option is enabled in your characteristic.

Configure Workflow

Use following SPRO path for configuring workflow for the above configured release strategy.

SPRO: Materials Management -> Purchasing -> Purchase Order -> Release Procedure for Purchase Orders -> Define Release Procedure for Purchase Orders.

When you click on this option, system will give sub options to proceed further. Please select Workflow. Keep the cursor on Workflow and click on Choose button.

Click on New Entries button to create records for involved users. Specify the Release group, appropriate release code and User ID in Agent ID column. Please make sure the user ids are specified with Agent type US which indicates that mentioned agent name is a User id of SAP. You have to create each line for each users who are involved in this process and should be attached to an appropriate release code.

 This is the end of release strategy configuration. With this configuration, we are set to create a purchase order to test our release strategy.

 Please note that if the purchase order is not released, buyers will not be able to print the Purchase Order. Also in Goods Receipts will be shown with Message no. ME 390 – Purchasing document XXXXXXX not yet released

Purchase Order with Release Strategy has tabs at the end of the Header. This allowed the buyers to check the release status of the Purchase Order.

The person with the release authorization has to use ME28 to release the Purchase Order.

 

—–End of Document ——