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SRM210 SRM Server Configuration . . COURSE OUTLINE . Course Version: 15 Course Duration: 20 Hours

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SRM210SRM Server Configuration

..

COURSE OUTLINE.

Course Version: 15Course Duration: 20 Hours

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iv © Copyright. All rights reserved.

Contents

vii Course Overview

1 Unit 1: SAP Supplier Relationship Management (SRM) Server

1 Lesson: Evaluating SRM Scenarios

3 Unit 2: Back-End Integration

3 Lesson: Evaluating SRM Server Architecture3 Lesson: Configuring the Communication Between SRM and

Enterprise Resource Planning (ERP)3 Lesson: Maintaining Product Categories3 Lesson: Maintaining Number Ranges3 Lesson: Configuring Accounting Settings3 Lesson: Scheduling Background Jobs4 Lesson: Explaining the Role of Solution Manager

5 Unit 3: Organizational Structure and User Management

5 Lesson: Maintaining the Organization Plan5 Lesson: Maintaining Attributes in the Organization Plan5 Lesson: Defining Purchasing Organizations and Groups5 Lesson: Using the SAP Enterprise Portal for the SRM User Interface5 Lesson: Creating Users in SRM and Enterprise Portal6 Lesson: Activating Portal-Independent Navigation with SAP

NetWeaverBusiness Client (NWBC)

7 Unit 4: Workflow

7 Lesson: Configuring Workflow

9 Unit 5: Master Data

9 Lesson: Maintaining Vendors in SRM9 Lesson: Replicating Materials

11 Unit 6: Connection to Catalogs

11 Lesson: Connecting Catalogs in SRM

13 Unit 7: Self-Service Procurement

13 Lesson: Creating Shopping Carts13 Lesson: Ordering Direct Materials13 Lesson: Confirming Goods Receipt13 Lesson: Creating Invoices

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15 Unit 8: Operational and Strategic Purchasing

15 Lesson: Processing Purchase Orders15 Lesson: Determining Sources of Supply15 Lesson: Creating Contracts in SRM15 Lesson: Creating a Supplier List15 Lesson: Processing Requirements in Sourcing15 Lesson: Determining Sources of Supply with RFx and Auctions16 Lesson: Configuring Extended Classic Scenario

17 Unit 9: Procurement of External Requirements

17 Lesson: Processing External Requirements

19 Unit 10: Service Procurement

19 Lesson: Processing Requests for External Staff19 Lesson: Ordering Services Using in the Classic Scenario

21 Unit 11: Administration

21 Lesson: Administering SRM

23 Unit 12: Procurement for Public Sector (PPS)

23 Lesson: Evaluating SRM for the Public Sector

vi © Copyright. All rights reserved.

Course Overview

TARGET AUDIENCEThis course is intended for the following audiences:

● Application Consultant

● Data Consultant/Manager

● Help Desk/CoE Support

● System Administrator

● Technology Consultant

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viii © Copyright. All rights reserved.

UNIT 1 SAP Supplier Relationship Management (SRM) Server

Lesson 1: Evaluating SRM ScenariosLesson ObjectivesAfter completing this lesson, you will be able to:

● Evaluate Supplier Relationship Management (SRM) components and scenarios

● Evaluate SRM procurement scenarios

● Evaluate SRM implementation scenarios

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Unit 1: SAP Supplier Relationship Management (SRM) Server

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UNIT 2 Back-End Integration

Lesson 1: Evaluating SRM Server ArchitectureLesson ObjectivesAfter completing this lesson, you will be able to:

● Evaluate SRM server architecture

Lesson 2: Configuring the Communication Between SRM and Enterprise Resource Planning (ERP)Lesson ObjectivesAfter completing this lesson, you will be able to:

● Configure communication between SRM and ERP

Lesson 3: Maintaining Product CategoriesLesson ObjectivesAfter completing this lesson, you will be able to:

● Maintain product categories

Lesson 4: Maintaining Number RangesLesson ObjectivesAfter completing this lesson, you will be able to:

● Maintain number ranges

Lesson 5: Configuring Accounting SettingsLesson ObjectivesAfter completing this lesson, you will be able to:

● Configure accounting settings

Lesson 6: Scheduling Background Jobs

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Lesson ObjectivesAfter completing this lesson, you will be able to:

● Schedule background jobs

Lesson 7: Explaining the Role of Solution ManagerLesson ObjectivesAfter completing this lesson, you will be able to:

● Explain the role of SAP Solution Manager

Unit 2: Back-End Integration

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UNIT 3 Organizational Structure and User Management

Lesson 1: Maintaining the Organization PlanLesson ObjectivesAfter completing this lesson, you will be able to:

● Maintain the organization plan

Lesson 2: Maintaining Attributes in the Organization PlanLesson ObjectivesAfter completing this lesson, you will be able to:

● Maintain mandatory attributes

Lesson 3: Defining Purchasing Organizations and GroupsLesson ObjectivesAfter completing this lesson, you will be able to:

● Define purchasing organizations and groups

Lesson 4: Using the SAP Enterprise Portal for the SRM User InterfaceLesson ObjectivesAfter completing this lesson, you will be able to:

● Use the SAP Enterprise Portal for the SRM user interface

Lesson 5: Creating Users in SRM and Enterprise PortalLesson ObjectivesAfter completing this lesson, you will be able to:

● Evaluate Supplier Relationship Management (SRM) user maintenance options

● Create an SRM user with the SAP Enterprise Portal

● Create an SRM user in SAP GUI

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● Check attribute consistency for SRM users

Lesson 6: Activating Portal-Independent Navigation with SAP NetWeaverBusiness Client (NWBC)Lesson ObjectivesAfter completing this lesson, you will be able to:

● Activate Portal-independent navigation in SRM

Unit 3: Organizational Structure and User Management

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UNIT 4 Workflow

Lesson 1: Configuring WorkflowLesson ObjectivesAfter completing this lesson, you will be able to:

● Configure a workflow in SRM

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Unit 4: Workflow

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UNIT 5 Master Data

Lesson 1: Maintaining Vendors in SRMLesson ObjectivesAfter completing this lesson, you will be able to:

● Maintain vendors in SRM

Lesson 2: Replicating MaterialsLesson ObjectivesAfter completing this lesson, you will be able to:

● Maintain products in SRM

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Unit 5: Master Data

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UNIT 6 Connection to Catalogs

Lesson 1: Connecting Catalogs in SRMLesson ObjectivesAfter completing this lesson, you will be able to:

● Connect catalogs in SRM

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Unit 6: Connection to Catalogs

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UNIT 7 Self-Service Procurement

Lesson 1: Creating Shopping CartsLesson ObjectivesAfter completing this lesson, you will be able to:

● Create shopping carts in SRM

Lesson 2: Ordering Direct MaterialsLesson ObjectivesAfter completing this lesson, you will be able to:

● Create shopping carts for direct procurements

Lesson 3: Confirming Goods ReceiptLesson ObjectivesAfter completing this lesson, you will be able to:

● Confirm goods receipts in SRM

Lesson 4: Creating InvoicesLesson ObjectivesAfter completing this lesson, you will be able to:

● Create invoices in SRM

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Unit 7: Self-Service Procurement

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UNIT 8 Operational and Strategic Purchasing

Lesson 1: Processing Purchase OrdersLesson ObjectivesAfter completing this lesson, you will be able to:

● Process purchase orders

Lesson 2: Determining Sources of SupplyLesson ObjectivesAfter completing this lesson, you will be able to:

● Maintain a product interlinkage

Lesson 3: Creating Contracts in SRMLesson ObjectivesAfter completing this lesson, you will be able to:

● Identify the contract types in SRM

● Create contracts in SRM

Lesson 4: Creating a Supplier ListLesson ObjectivesAfter completing this lesson, you will be able to:

● Create a supplier list

Lesson 5: Processing Requirements in SourcingLesson ObjectivesAfter completing this lesson, you will be able to:

● Process requirements in the sourcing cockpit

Lesson 6: Determining Sources of Supply with RFx and Auctions

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Lesson ObjectivesAfter completing this lesson, you will be able to:

● Determine sources with RFx

● Determine sources with live auctions

Lesson 7: Configuring Extended Classic ScenarioLesson ObjectivesAfter completing this lesson, you will be able to:

● Configure extended classic scenarios

Unit 8: Operational and Strategic Purchasing

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UNIT 9 Procurement of External Requirements

Lesson 1: Processing External RequirementsLesson ObjectivesAfter completing this lesson, you will be able to:

● Process external requirements in SRM

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Unit 9: Procurement of External Requirements

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UNIT 10 Service Procurement

Lesson 1: Processing Requests for External StaffLesson ObjectivesAfter completing this lesson, you will be able to:

● Process requests for external staff

Lesson 2: Ordering Services Using in the Classic ScenarioLesson ObjectivesAfter completing this lesson, you will be able to:

● Order services using the classic scenario

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Unit 10: Service Procurement

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UNIT 11 Administration

Lesson 1: Administering SRMLesson ObjectivesAfter completing this lesson, you will be able to:

● Monitor applications in SRM

● Manage UI and field control in SRM

● Explain enterprise services in SRM

● Manage transport system and client copy

● Explain SRM One Client

● Explain Central Technical Configuration (CTC)

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Unit 11: Administration

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UNIT 12 Procurement for Public Sector (PPS)

Lesson 1: Evaluating SRM for the Public SectorLesson ObjectivesAfter completing this lesson, you will be able to:

● Explain the features of Procurement for Public Sector (PPS)

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