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SAP Copyrights and Trademarks
© 2018 SAP SE or an SAP affiliate company. All rights reserved.
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© Copyright. All rights reserved. iii
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
© Copyright. All rights reserved. v
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
© Copyright. All rights reserved. vii
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
© Copyright. All rights reserved. 1
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
© Copyright. All rights reserved. 3
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
4 © Copyright. All rights reserved.
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
© Copyright. All rights reserved. 5
● 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
6 © Copyright. All rights reserved.
UNIT 4 Workflow
Lesson 1: Configuring WorkflowLesson ObjectivesAfter completing this lesson, you will be able to:
● Configure a workflow in SRM
© Copyright. All rights reserved. 7
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
© Copyright. All rights reserved. 9
UNIT 6 Connection to Catalogs
Lesson 1: Connecting Catalogs in SRMLesson ObjectivesAfter completing this lesson, you will be able to:
● Connect catalogs in SRM
© Copyright. All rights reserved. 11
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
© Copyright. All rights reserved. 13
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
© Copyright. All rights reserved. 15
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
16 © Copyright. All rights reserved.
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
© Copyright. All rights reserved. 17
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
© Copyright. All rights reserved. 19
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)
© Copyright. All rights reserved. 21