The present page provides a detailed overview of the shopping process in SAP Supplier Relationship Management (SRM) and presents the different Shopping Cart scenarios.
Self-service procurement empowers employees to easily shop for goods and services. Shopping carts relieve your purchasing department of a huge administrative burden while making the procurement process faster and more responsive. Shopping carts behave as Purchase Requisitions, but they offer a user-friendly way and a webshop-like experience to express your needs.
Depending on the technical scenario you implement in SRM, your Shopping Carts will create follow-on documents either in the back-end system (classic, extended classic and decoupled scenarios) or in SRM itself (lean scenario). The step-by-step shopping process is described in the SAP Help Portal. Ordering a Shopping cart will trigger an approval process in the system, where you can define various attributes in order to route your shopping baskets. You can hold your Shopping carts as templates and reuse them at a later stage.
SAP SRM can handle various ordering scenarios, available either in standard or by customizing:You could find general information about the default settings
- Catalogue shopping (external and internal catalogues)
- Free text shopping carts
- Shop for / Buy-on-behalf scenario
- Limit items
- Team purchasing
- Request external goods or services
- Direct material items
The shopping cart is created and approved in SAP SRM system. The remainder of the procurement process takes place in the backend ERP system(s) and all other follow-on documents, such the purchase order, goods receipt/service entry sheet and invoice, are located there. Goods receipts and invoices can be pre-entered in SRM or entered directly in the backend system.
Extended classic scenario
The shopping cart is created and approved in SAP SRM system. The purchase order and follow-on documents are also created there and then replicated to the backend system. The purchase order in SAP SRM is the leading purchase order and cannot be changed in the backend system. Goods receipts and invoices can be pre-entered in SRM or entered directly in the backend system.
Lean (Standalone) scenario
The shopping cart and purchase order are processed directly in SAP SRM. You could use this scenario if you have no ERP system or you don’t want to integrate the SRM shopping with materials management functions in your ERP system and, instead, use those in SAP SRM for all procurement processes. The final invoice is sent to a backend accounting system.
You can also run these scenarios in parallel, on the basis of the product category. This suits customers who already have a productive materials management backend system, but wish to handle the procurement of some supplies locally and others within the backend system.
Determination of the technical scenario
You could also find detailed information about the technical scenario determination on the page:
Types of the Shopping Cart applications
SAP SRM offers you three different applications in order to create Shopping carts. You can use the Professional Shopping Cart form, the Shopping Cart Wizard or the Simplified Shopping Cart.
Professional Shopping Cart Form
This application is a one-stop-shop with all the relevant fields, aggregated for the use of professional buyers and employees. The menu header contains all the critical information, like cart number, document name, status, creation date and “created by” fields as well as the action buttons like order, close, print preview, save and check. In the general data area, you can set the requester if you want to use the buy-on-behalf scenario, give a new name for your cart, set your default values and review the approval process. Notes can also be attached to the cart in the “approval note” or the “note to supplier” fields. The same screen presents all the items of the cart, where you can specify a number of item characteristics. If enabled in the customizing, the team cart flag is also available on the screen.
Shopping Cart Wizard
The shopping cart wizard is a step-by-step guide very similar to any public web shop. Composed by 4 steps (3 steps from SRM version 7.02), the Wizard will take you through the entire Shopping process from the scratch. This scenario can be suitable for employees with no or minimal purchasing skills. While this application offers less settings options for the end-users this way of ordering is very clear and easy to use. Default settings for items section can be activated with the BBP_SC_MODIFY_UI BAdI.
Simplified Shopping Cart Form
Similarly to the extended view, this application also offers a one-stop-shop but with a reduced number of fields. This process can suit for users with limited employee authorizations and no purchasing experience. Simplified form relies heavily on your catalogues; practically it contains no other options than catalogue and free-text shopping.
The Shop for – Buy On behalf shopping
Purchasing assistants and purchasers can buy products on behalf of other users, for example, their manager. This can be of advantage to managers as it saves them time that they could use for more strategic tasks. It can also be advantageous when employees are absent or have not yet started in the company, but still need certain products such as PC configuration, for example. It allows for more flexibility in the procurement process. This option is directly available only in the Professional Shopping Cart form.
The users for whom purchasing assistants or purchasers can shop must be specified as values for the attribute REQUESTER in the organizational structure.
A direct material is used directly in production process and it is mostly held on stock. No account assignment should be specified for direct materials. In order to follow direct procurement process, you have to check the flag “order as direct material” under the Shopping Cart s Item Data tab. Subsequently the account assignment tab gets cleared and only storage location is given in the Shopping cart. Once you have checked the flag, it is not possible to change it back on the item: you have to delete the item and add a new one.
Tabs in the Shopping Cart
Every shopping cart item is composed by the following tabs:
- Item Data
- Account Assignment
- Notes and Attachments
- Delivery Address/Performance Location
- Sources of Supply/Service Agents
- Table Extensions
- Approval Process Overview
- Related Documents
Item Data serves to show all the general item data, such as product ID, product category, purchasing group, currency, pricing and incoterm data.
Account assignment presents who bears the costs of the item and what is the cost distribution.
You can add attachments and different type of text notes to your item in the Notes and Attachments tab.
Delivery Address/Performance Location tab contains the address to which item should be sent or where the services should be performed.
Sources of Supply/Service Agents tab is responsible for the assignment of possible suppliers.
Table Extensions shows the possible customer table extensions.
Availability holds data about the item availability in the ECC system.
Approval Process Overview shows the approval status of your cart, as well as the current processor. It is also possible to add and remove approvers and reviewers there.
In the Related Documents tab, you can see the follow-on documents of your Shopping cart (e.g. backend Purchase Order number, Confirmation number).
Compared to the Purchase Order the Shopping Cart could have other currency than the vendor's currency. You could find details about the currency integration between the ECC and SRM system and about the total value currency of the shopping cart in these pages:
The default settings provide the possibility for the user to assign a certain starting value for some fields like the delivery address, product category or account assignment. This make the creation of the shopping cart easier if the user need to order in some way similar items so there is no need to assign a certain value every time for every new item.
|Further pages related to the default settings:|
Shopping Cart transfer
You could find a detailed overview about the shopping cart transfer process on the page:
- Shopping cart configuration, settings and customizing
- Simplified Shopping Cart
- Shopping cart wizard in SRM 7.02 and higher — Three steps
- Export and Import Functionality for Shopping Carts
- Team purchasing
- General Configuration and behavior in case of Buy on Behalf of scenario
- Order as Direct Material checkbox unchanged — It is not possible to uncheck this field after updated
- Determination process of the used technical scenario — How to set up the technical scenarios.
- Customizing options for shopping cart
- Troubleshooting pages related to shopping cart configuration and customizing
- Simplified Shopping Cart
- Shopping cart creation
- External Requirement — This area contains information about external requirement
- Change and update transfer between PR and SC — PR and SC won't be kept in synch.
- Restriction: Transfer of Purchase Requisition with Service item (MM-SRV)
- SRM Plan Driven Procurement – External Requirement PR stuck in SMq1 queue
- The logic of updating Sourcing Indicator during PR transfer — Basic settings and program logic for setting SOURCE_REL_IND value
- Transfer of Purchase Requisitions from ECC MM to SRM — Basic settings and limitations for PR transfer
- Transferring ECC requisition Purchase Group to SRM — BBP_PGRP_ASSIGN_BADI
- Transferring Purchase Requistion requestor name from ECC to SRM in a Plan Driven Scenario — Transfer Requisitioner from ECC MM PR to SRM SC
- Default Settings for Items — Overview about Default Settings in Shopping Cart
- Restrictions regarding the default settings — Important scenarios in shopping cart default settings.
- Account assignment tab in default settings — Default settings in shopping cart.
- Default Purchasing Group
- Shopping cart default settings is not saved when leaving the cart screen — Changes are not saved permanently
- Customer Account Fields at Default settings on Shopping Cart — Configuration to customer account appears on default settings for items - SRM 7.0
- Behaviour and determination of the Default of Company Code
- Item creation in Shopping Cart
- Good- service not unique - Item not transferred — Message appears when typing product ID manually in shopping cart
- How to check the OCI fields sent from catalog
- Limit item Shopping Cart with reference to Contract - ECS
- Limit shopping cart does not reappear in Sourcing Cockpit — Limit Shopping Cart is not sent back to sourcing after follow-on document is deleted
- Limit Shopping Cart - Some fields or tabs are not displayed — Limit does not display some fields
- Start or delivery date in the past - Controlling messages — Changing the default "E" message to "W"
- Team Shopping Carts are not available in Old Shopping Carts and Templates option — Substitute cannot see carts from a team member
- Unit of measure without ISO code can be used in Shopping Cart — UOM can be entered manually
- UOM is case sensitive in SRM Shopping Carts — In search help, UOM is case sensitive
- Zero quantity when creating a shopping cart using the old carts and templates — Zero quantity is displayed in result list.
- Shopping cart header data, actions, message area and item overview
- Approval note from Shopping cart cannot be transferred to Purchase Order or Purchase Requisition
- Item Number is not Updated in Shopping Cart Error Message — Item number is not updated in error messages on Shopping Cart item deletion
- Shopping Cart total value is not displayed with the same item currency
- Where is the currency for the total value stored — Total value in shopping cart.
- External Requirement — This area contains information about external requirement
- Item details
- Currency integration between SRM and ECC
- Currency — This area contains information about currency
- ECC Plant or Location number is not displayed in Shopping Cart — ECC numbers are not displayed in SRM documents
- Notes and Attachments - An error occurred during meta data determination — Dump is raised when "Notes and Attachments" tab is pressed
- Header contract long texts are not passed to PO, when Shopping Cart has contract as Source of Supply
- Delivery Address — This area contains information about the delivery address
- Delivery Address in Shopping Cart - How it works — Delivery address determination
- Delivery Address in the Simplified Shopping Cart
- New document address number created in ECC — What is the standard?
- Shopping Cart Delivery Address transfer from SRM to ECC — What is the standard behaviour in this scenario?
- Source of Supply
- Preferred Supplier
- Assigned Supplier
- BBP_PD 427 - Enter no more than one partner of type Vendor — Typical when using BBP_DOC_CHANGE_BADI for the partner change.
- Contract and source of supply pricing in shopping cart
- Contract item description is not available in source of supply tab
- Contract validation does not occur when creating a shopping cart — Shopping cart does not check contract values
- Source of supply determination
- Source of supply is not redetermined when account assignment category is changed — Shopping cart source of supply is not reset when accounting data is changed.
- Source of Supply redetermination in Shopping Cart — Shopping cart source of supply will be reset when some parameters are changed
- The Supplier in Limit SC is One Fixed Supplier
- Source of Supply overview table, assignment and removal
- Debugging Guide to the Shopping Cart Sources of Supply determination
- Delivery date in shopping cart
- Shopping Cart Product Availability Check
- Zero-price catalog items
- Transfer process of the Shopping Cart — Crucial points of the SC transfer - help for transfer debugging
- Determination of the follow-on document type
- Shopping Cart Splitting and Grouping
- Using RFC transfer with ECC system 6.04 and higher
- Transferring attachments to the ECC MM backend system - DMS settings — DMS customizing settings with step by step description for attachments transfer
- Follow-up of the shopping cart
- Shopping Cart TSG