SRM Processes & Features

Self Service Procurement

Shopping Cart(SC) creation

Budget availability check

Shopping Cart Approval

Purchase Order Creation

Purchase Order Confirmation

PO Invoice Creation

Plan Driven Procurement

Purchase Requisition(PR) Creation
Purchase Order(PO) Creation
PO : Review for Changes or Updates

Advance Shipping Notification (ASN) Creation

Invoice Creation
Service Procurement
Purchase Requisition(PR) Creation
Purchase Order(PO) Creation
PO : Review for Changes or Updates

Service Entry Sheet (SES)

Invoice Creation
Operational & Centralized Sourcing
Request Sourcing

RFx Creation from PR

RFx approval

Suppliers collaboration using system interface

Response/Proposal submission by suppliers

Response Opening & Evaluation

Award/Rejection of suppliers

Centralized Contract Management

Creation of contract from awarded response
Distribution of contract to multiple ERP systems
Availability of central contract as source of supply
Central Repository of contracts
Contract performance & compliance monitoring
Contract expiry & over exceeded notifications
Contract Hierarchies with discount based on release value
Operational Reporting
Shopping Cart Status

Shopping Cart Details

Confirmation Details
Contract for Suppliers
Contract for Products
Purchase Order Status
Purchase Order Details
Rfx Details
Auction Details
 Step1

SC Requestor/Enterprise Buyer Creates the Shopping Cart(SC) with item & accounting
details
Runs budget checks for the postable account assignment objects WBS elements and
internal orders from Controlling (CO).

Based on overall SC price/cost or custom criterias the multi-level workflow is triggered

PO is created out of a PR in Backend ERP(ECC)

SC Requestor/Enterprise Buyer creates a PO Confirmation from SRM System

Invoice is created for the respective PO or PO Confirmation

Automatic creation of PR from requirement planning (MRP run)

Create Purchase Order from a PR

Reviewed and updated PO sent to Supplier

Advance Shipping Notification (ASN) by supplier

Invoice Creation based on ASN or Confirmation or PO

PR creation for service requirement

Create Purchase Order from a PR

Reviewed and updated PO sent to Supplier

Service Entry Sheet (SES) creation for respective PO Confirmation

Invoice Creation based Confirmation or PO

PR relevant for sourcing (based on designed logic) gets transfer to Sourcing cockpit

User create RFx from required PR line items

Based on configured criteria's, multi-level workflow is triggered

Suppliers review of RFx details and submit queries through system if any

Supplier creation of response/bid using RFx

Maintain users of evaluation committee of particular RFx in system

Accept/Reject the supplier responses based on evaluation committee feedback

Create Contract from awarded RFP Response

Select ERP system with percentages for distribution to Backend in the Contract

You can use this report to monitor shopping carts that are erroneous, or that have not
been processed for a long time.

Detailed SC list with SC Creation Timeframe, Creation Date, Status, Description etc.
Detailed Confirmation list with Confirmation Creation Timeframe, Creation Date, Status, Description
Detailed Contract list with Contract Name, Status, Description, Timeframe, Validity From To etc.

Detailed PO list with PO Creation Timeframe, Creation Date, Status, Description, Requestor, Supplie
Detailed RFx list with RFx Name, Status, Description, Submission Deadline etc
Detailed Auction list with Auction Name, Status, Description, Submission Deadline etc
 Step2

Adds Preferred Supplier or a Fixed/Assigned

Supplier to the SC

Once all the approvals are completed, the SC

status is set to approved
If configured, PO once submitted goes for
approval
The PO Confirmation is replicated in the ECC
system as Goods Receipt
If configured, Invoice once posted goes for
approval

Purchase Requisition Approval

Purchase Order Approval

Supplier Response/confirmation on revised PO

PO Confirmation Creation
Invoice Approval

Purchase Requisition Approval

Purchase Order Approval

Supplier Response/confirmation on revised PO

Approval of SES
Invoice Approval

Add selected suppliers & currencies to the

RFx
Once all the approvals are completed, the RFx
status is set to approved
Buyer response to supplier's queries

Select the bid currency, incoterms, payments

term and enter the price for each line item,
etc
Open the bid to access the supplier responses

Approval process triggers as per configured

scenario

All BOQ & Price details are captured from

Awarded RFx Response. Contract Validity
details to be entered manually
 Release Contract

You can search for shopping carts using the

following criteria:
Request date
Shopping cart name
Status
You can choose how the search results are
displayed. You can:
Use the default layout
Define your own layout, assigning a name
Display all existing fields (No layout loaded)

Status, Description, Requestor, Supplier etc.

ty From To etc.

Requestor, Supplier etc.

 Step3

SC is submitted and goes for approvals

Requisition(PR) is created in the Backend

ERP (ECC

The PO Invoice is replicated in backend ECC

system

Automatic Inbound Delivery

Invoice posting in FI/CO for Payment

Invoice posting in FI/CO for Payment

Upload required documents to the RFx for

internal or supplier reference
System generated email triggers to all
suppliers
Supplier's response regarding its intent to
participate in bidding
Upload the required bid documents in RFx

Review the responses submitted by

suppliers
Supplier gets the notification once all
approval levels are completed

Required Contract documents to be

attached
Contract Approvals
 Step4

Next PO is created for the corresponding PR in the Backend ERP

(ECC)

Finance Documents are created & posted in Backend system

Payment status

Payment status

Publish the RFx

Enter other required details and submit the bid

Review the system generated response comparison report

 Step5

Payment Process is initiated & completed