Strategic Sourcing. SAP Business ByDesign

Transcription

1 SAP Business ByDesign

2 Table of Content 1 About this Document Purpose Reference System and Model Company Master and Organizational Data Business Process Tasks Strategic Sourcing with RFQ and New Contract Create RFQ Create Supplier Quotes Compare Quotes and Create Purchasing Contract Release Purchasing Contract Approve Contract Strategic Sourcing with Interactive Forms Create RFQ Create Supplier Quotes with Interactive Form via Compare Quotes and Create Purchasing Contract Release Purchasing Contract Approve Contract July 28,

3 1 About this Document 1.1 Purpose The objective of this business scenario document is to give you hands-on experience of running the chosen business processes in a realistic business environment using the SAP Business ByDesign system. It allows you to quickly become familiar with this business scenario by guiding you through the steps that you need to carry out in the reference system. To obtain a better understanding of the business processes that make up this scenario, also refer to the Scenario Outline for this scenario. 1.2 Reference System and Model Company A reference system is a system that is preconfigured and loaded with fictitious users and sample data. The users and sample data are based on the model company Almika Inc.. By following the step-by-step instructions in this document, you can assume the identity of the Almika users and use the built-in sample data to carry out each of the business process tasks. This hands-on experience will help you to understand the relevance and benefits of this business scenario. To learn more about the model company that uses the business processes described in this document, read the Company Fact Sheet, which contains an overview of the reference company, its organizational set up, employees and their different roles and work centers, as well as a comprehensive list of the master data used in your system. You can find the Company Fact Sheet in the Help Center of your reference system. To access this document, choose Help Help Center and open the link under the heading Company- Specific Help. July 28,

4 2 Master and Organizational Data Each SAP Business ByDesign Reference System contains essential master and organizational data, which reflect the typical organizational structure of a mid-size company of a specific industry allow you to run the industry specific processes using the appropriate master data, for example, materials, vendors or customers. For this scenario, use the master data as described below. If you want to run the scenario with customer and project-specific values, you can copy master data with certain characteristics from the sample entries in the table and adapt this data. For an illustration of the organizational data as well as additional information (bill of material, logistics layout) about the reference company, refer to the Company Fact Sheet. Master / Org. Data Type Name and Value Usage Supplier Miller&Son (S100700) Contract renewal, Strategic Sourcing Omego (S100400) Product / Service Control Regulation Unit 75 (P100201) Strategic Sourcing Strategic Sourcing July 28,

5 3 Business Process Tasks 3.1 Strategic Sourcing with RFQ and New Contract Create RFQ Logon and Work Center Information Logon ID (Role) Work Center / View PURCHASE02 (Buyer / Bill Warner) Sourcing and Contracting RFQs and Quotes Requests for Quotation Procedure Requests for Quotation screen New Request for Quotation guided activity Step 1: Define General Information RFQ Description RFQ for new Control Units and Gauges Click New, RFQ. Purchasing Unit A Finance Check the purchasing unit. Submission Deadline Time < 12:00 > <Current date plus 1 day> Buyer Responsible E0004 (Bill Warner) Check the buyer responsible. Currency Quote Must Be Valid Until USD <Current date plus 4 weeks> RFQ Type RFQ for Contract Check the RFQ type. Quotes Required For All Items Requested Target Value Bidder Can Add Items Bidder Can Change Submitted Quote Contract Validity From Contract Validity To Select Deselect Deselect <Current date plus 2 days> <Current date plus 6 months in the future> Leave it blank. July 28,

6 Step 2: Define Items Product ID P (Control Regulation Unit 75) Click Add Row. Product Category ID 193 (Electronic Parts) Check the product category. Requested Target Quantity Step 3: Add Bidders 100 EA If you get a message to enter at least one bidder, ignore it and continue with the next steps. Bidder ID Bidder Name Bidder ID Bidder Name Edit Output Settings screen Template Name Send By S Miller&Son S Omego RFQ for Contract Click Add Row. Click Add Row. Select the line with the first bidder. Click Edit Output Settings. Select the first business partner S (Miller&Son). Choose the Output Details tab. Address < your own address > Overwrite the system default (supplier01@bydmail.com). If you are testing this scenario and would like to receive and maintain the RFQ immediately (sent via ), you need to specify your own address in the address field. Select the second business partner S (Omego). July 28,

7 Template Name Send By RFQ for Contract Choose the Output Details tab. Address < your own Address > Overwrite the system default Step 4: Review Step 5: Confirmation Are you sure you want to publish the RFQ and send to the bidders? Click Apply. Click Check. Click Save and click Send to Bidders. Click OK. Make a note of the system-generated RFQ number. You will require it for entering the quotes received from the bidders. Click Close Create Supplier Quotes Logon and Work Center Information Logon ID (Role) Work Center / View PURCHASE02 (Buyer / Bill Warner) Sourcing and Contracting RFQs and Quotes Requests for Quotation Procedure Requests for Quotation view Show list All RFQs Select the RFQ for which you want to create supplier quotes. July 28,

8 New Quote guided activity Step 1: Select Bidder Step 2: Enter General Information Bidder Quote ID for example, S Quote1- P Click New Quote. Select the checkbox in the Bidder Selection column for the first bidder (S100700). Any value Bidder Target Value for example, 3600 USD Calculate the target value for 100 each with a price of 36 USD. Payment Terms 14 days 3%, 30 days 2%, 60 days due net Incoterms Incoterms Location Step 3: Enter Prices Basic Data tab Lead Time Price EXW - Ex works Green Bay 5 Day(s) 36 USD The currency will be applied by the RFQ. The Price Unit field is filled by default with the value of 1 EA. Also, you are not asked to enter any values in the Offered Target Value and Offered Target Quantity fields. Step 4: Review Confirm Quote Submission dialog Are you sure you want to submit the selected quote? Click Check. Click Submit. Click OK. July 28,

9 Step 5: Confirmation Requests for Quotation view Show list New Quote guided activity Step 1: Select Bidder All RFQs Step 2: Enter General Information Bidder Quote ID for example, S Quote1- P Click Close to close the New Quote guided activity. Select the RFQ for which you want to create supplier quotes. Click New Quote. Select the checkbox in the Bidder Selection column for the second bidder (S100400). Bidder Target Value 3900 USD, for example Calculate the target value for 100 each with a price of 39 USD. Payment Terms 14 days 3%, 30 days 2%, 60 days due net Incoterms Incoterms Location Step 3: Enter Prices Basic Data tab Lead Time Price EXW - Ex works Kokomo 3 Days 39 USD Press ENTER. The currency will be applied by the RFQ. The Price Unit field is filled by default with the value of 1 EA. Also, you are not asked to enter any values in the Offered Target Value and Offered Target Quantity fields. July 28,

10 Step 4: Review Confirm Quote Submission dialog Are you sure you want to submit the selected quote? Step 5: Confirmation Click Check. Click Submit. Click OK. Click Close to close the New Quote guided activity Compare Quotes and Create Purchasing Contract Logon and Work Center Information Logon ID (Role) Work Center / View PURCHASE02 (Buyer / Bill Warner) Sourcing and Contracting RFQs and Quotes Requests for Quotation Procedure Requests for Quotation view Show list Compare Quotes screen Quote 1 (S Miller&Son) Are you sure you want to determine the selected quote as the winning quote? Quote 2 (S Omego) Are you sure you want to decline the selected quote and indicate that Published RFQs Select your RFQ. Click Compare Quotes. Click Award. Click OK. Click Decline. Click OK. July 28,

11 you have not accepted any of the items listed in the quote? Note that the quote status will now change to awarded. Click Close Release Purchasing Contract Logon and Work Center Information Logon ID (Role) Work Center / View PURCHASE02 (Buyer / Bill Warner) Sourcing and Contracting Contracts Procedure Contracts view Show list Contracts in Preparation Select the line item containing the contract to be released and click Edit. Contract screen, General tab Valid From Contract screen, Items tab <Current date> Ensure that the product is listed with its product ID, contract item price, and contract item quantity. Click Release. July 28,

12 3.1.5 Approve Contract Logon and Work Center Information Logon ID (Role) Work Center / View FINANCIAL01 (Chief Financial Officer/ Edward Black) Managing My Area Approvals Procedure Work view Show list Open Tasks Select the approval item and click Approve. 3.2 Strategic Sourcing with Interactive Forms Prerequisites In order to execute this process using Windows 7, the following settings have to be carried out in the Adobe Acrobat tool: In Adobe Acrobat go to Edit Preferences JavaScript Enable Acrobat JavaScript. It is not sufficient to enable JavaScript after opening the document via the yellow toolbar at the top! Create RFQ Logon and Work Center Information Logon ID (Role) Work Center / View PURCHASE02 (Buyer / Bill Warner) Sourcing and Contracting RFQs and Quotes Requests for Quotation Procedure Requests for Quotation screen Click New RFQ. July 28,

13 New Request for Quotation guided activity Step 1: Define General Information RFQ Description RFQ for new Control Units and Gauges Purchasing Unit A Finance Check the purchasing unit. Submission Deadline Time < 12:00 > <current date plus 1 day> Buyer Responsible ID E0004 (Bill Warner) Check the buyer responsible. Currency Quote Must Be Valid Until RFQ Type Quotes Required For All Items Requested Target Value Bidder Can Add Items Bidder Can Change Submitted Quote Contract Valid From Contract Valid To Step 2: Define Items Product ID USD <current date plus 4 weeks> RFQ for Contract Select Leave it blank. Deselect Deselect <current date plus 2 days> <current date plus 6 months in the future> P (Control Regulation Unit 75) Click Add Row. Product Category ID 193 (Electronic Parts) Check the product category. Requested Quantity Step 3: Add Bidders 100 EA If you get a message to enter at least one bidder, ignore it and continue with the next steps. Click Add Row. Bidder ID S Bidder Name Miller&Son July 28,

14 Bidder ID Bidder Name Edit Output Settings screen Template Name S Omego RFQ for Contract (Interactive) Send By . Click Add Row. Select the line with the first bidder. Click Edit Output Settings. Select the first business partner S (Miller&Son). Choose the Output Details tab. Address < your own address > Overwrite the system default If you are testing this scenario and would like to receive and maintain the RFQ immediately (sent via ), you need to specify your own address in the address field. Template Name RFQ for Contract (Interactive) Select the second business partner S (Omego). Choose the Output Details tab. Send By Choose Enter. Address < your own address > Overwrite the system default Step 4: Review Confirm Publication dialog Are you sure you want to publish the RFQ and send to the bidders? Click Apply and click Next. Click Check. Click Save and click Send to Bidders. Click OK. July 28,

15 Make a note of the RFQ number generated by the system. You will require it for entering the quotes received from the bidders. Step 5: Confirmation Click Close Create Supplier Quotes with Interactive Form via What You Should Know In this scenario the supplier maintains the RFQs within their system. The RFQ is sent as an attachment to an address. The contains the RFQ as IAF and shows the following text: Dear Sir or Madame, attached please find RFQ xx. If you want to bid on this RFQ, please return your bid to me now or before the submission deadline. If you have any questions, please do not hesitate to contact me by phone or by . Best Regards, Bill Warner. Procedure First Bidder S Miller&Son: The bidder opens the interactive PDF attachment, and maintains it as follows: Quote ID For example, S QUOTE1-P Offered Target Quantity/UoM 100 EA Bidder s Quote ID Any entry. Offered Target Value 3600 USD, for example Calculate target value for 100 each with a price of 36 USD. Price Price Unit 1 36 (USD) Supplier Part Number for example, S UNIT75 Bidder s Part Number ID. Lead Time Your comment Offered Target Value (sum) Incoterms Incoterms Location 5 (days) For example: We can offer a better price if the target quantity would be 50% higher Bidder s comment Any entry. < 3600 USD >, for example Sum of all items. EXW Ex works Green Bay Payment Terms 14 days 3%, 30 days 2%, 60 July 28,

16 Your comment days due net For example, Standard warranty period by law Bidder s comment Any entry. Click in the Signature field. The popup for the Digital Signature appears. Confirm it with Sign. Click Submit. Select your client and send the mail. General information: Attach additional documents, if needed, using the Attachment tab of the interactive form. Second Bidder S Omego: The bidder opens the interactive PDF attachment, and maintains it as follows: Quote ID For example, S QUOTE1-P Offered Target Quantity/UoM 100 EA Bidder s Quote ID Any entry. Offered Target Value 3900 USD, for example Calculate target value for 100 each with a price of 39 USD. Price Price Unit 1 39 USD Supplier Part Number for example, S UNIT75 Bidder s Part Number ID. Lead Time Your comment Offered Target Value (sum) Incoterms Incoterms Location 5 (days) For example: we could offer a better price if the target quantity was 50% higher Bidder s comment Any entry USD, for example Sum of all items. EXW - Ex works Kokomo Payment Terms 14 days 3%, 30 days 2%, 60 days due net Your comment For example, Standard Bidder s comment July 28,

17 Warranty Period by law Any entry. Click in the Signature field. The pop up for the Digital Signature appears. Confirm it with Sign. Click Submit. Select your Client and send the mail. General information: Attach additional documents, if needed, using the Attachment tab of the interactive form Compare Quotes and Create Purchasing Contract Logon and Work Center Information Logon ID (Role) Work Center / View PURCHASE02 (Buyer / Bill Warner) Sourcing and Contracting RFQs and Quotes Requests for Quotation Procedure Requests for Quotation view Show list Compare Quotes screen Quote 1 (S Miller&Son) Are you sure you want to determine the selected quote as the winning quote? Published RFQs Award Click Compare Quotes. Click OK. Note that the quote status is changing to awarded. Quote 2 (S Omego) Decline July 28,

18 Are you sure you want to decline the selected quote and indicate that you have not accepted any of the items listed in the quote? Click OK. Click Close Release Purchasing Contract Logon and Work Center Information Logon ID (Role) Work Center / View PURCHASE02 (Buyer / Bill Warner) Sourcing and Contracting Contracts Procedure Contracts view Show list Contract screen Items tab Contracts in Preparation Select the line item reflecting the contract to be released and click Edit. Ensure that the product is listed with its product ID, contract item price, and contract item quantity. Click Release Approve Contract Logon and Work Center Information Logon ID (Role) Work Center / View FINANCIAL01 (Chief Financial Officer / Edward Black) Managing My Area Approvals July 28,

19 Procedure Work view Select the approval item and click Approve. July 28,

20 Icons Caution Example Tip Note User ID and User Role Work Center and Work Center View Copyright 2012 SAP AG. All rights reserved. No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP AG. The information contained herein may be changed without prior notice. Some software products marketed by SAP AG and its distributors contain proprietary software components of other software vendors. Microsoft, Windows, Excel, Outlook, PowerPoint, Silverlight, and Visual Studio are registered trademarks of Microsoft Corpora tion. IBM, DB2, DB2 Universal Database, System i, System i5, System p, System p5, System x, System z, System z10, z10, z/vm, z/os, OS/390, zenterprise, PowerVM, Power Architecture, Power Systems, POWER7, POWER6+, POWER6, POWER, PowerHA, purescale, PowerPC, BladeCenter, System Storage, Storwize, XIV, GPF S, HACMP, RETAIN, DB2 Connect, RACF, Redbooks, OS/2, AIX, Intelligent Miner, WebSphere, Tivoli, Informix, and Smarter Planet are trademarks or registered trademarks of IBM Corporation. Linux is the registered trademark of Linus Torvalds in the United States and other countries. Adobe, the Adobe logo, Acrobat, PostScript, and Reader are trademarks or registered trademarks of Adobe Systems Incorporated in the United States and other countries. Oracle and Java are registered trademarks of Oracle and its affiliates. UNIX, X/Open, OSF/1, and Motif are registered trademarks of the Open Group. Citrix, ICA, Program Neighborhood, MetaFrame, WinFrame, VideoFrame, and MultiWin are trademarks or registered trademarks of C itrix Systems Inc. HTML, XML, XHTML, and W3C are trademarks or registered trademarks of W3C, World Wide Web Consortium, Massachusetts Institute of Technology. Apple, App Store, ibooks, ipad, iphone, iphoto, ipod, itunes, Multi-Touch, Objective-C, Retina, Safari, Siri, and Xcode are trademarks or registered trademarks of Apple Inc. IOS is a registered trademark of Cisco Systems Inc. RIM, BlackBerry, BBM, BlackBerry Curve, BlackBerry Bold, BlackBerry Pearl, BlackBerry Torch, BlackBerry Storm, BlackBerry Sto rm2, BlackBerry PlayBook, and BlackBerry App World are trademarks or registered trademarks of Research in Motion Limited. Google App Engine, Google Apps, Google Checkout, Google Data API, Google Maps, Google Mobile Ads, Google Mobile Updater, Goog le Mobile, Google Store, Google Sync, Google Updater, Google Voice, Google Mail, Gmail, YouTube, Dalvik and Android are trademarks or registered trademarks of Google Inc. INTERMEC is a registered trademark of Intermec Technologies Corporation. Wi-Fi is a registered trademark of Wi-Fi Alliance. Bluetooth is a registered trademark of Bluetooth SIG Inc. Motorola is a registered trademark of Motorola Trademark Holdings LLC. Computop is a registered trademark of Computop Wirtschaftsinformatik GmbH. SAP, R/3, SAP NetWeaver, Duet, PartnerEdge, ByDesign, SAP BusinessObjects Explorer, StreamWork, SAP HANA, and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP AG in Germany and other countries. Business Objects and the Business Objects logo, BusinessObjects, Crystal Reports, Crystal Decisions, Web Intelligence, Xcelsius, and other Business Objects products and service s mentioned herein as well as their respective logos are trademarks or registered trademarks of Business Objects Software Ltd. Business Objects is an SAP company. Sybase and Adaptive Server, ianywhere, Sybase 365, SQL Anywhere, and other Sybase products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of Sybase Inc. Sybase is an SAP company. Crossgate, m@gic EDDY, B2B 360, and B2B 360 Services are registered trademarks of Crossgate AG in Germany and other countries. Crossgate is an SAP company. All other product and service names mentioned are the trademarks of their respective companies. Data contained in this document serves informational purposes only. National product specifications may vary. These materials are subject to change without notice. These materials are provided by SAP AG and its affiliated companies ("S AP Group") for informational purposes only, without representation or warranty of any kind, and SAP Group shall not be liable for errors or omissions with respect to the materia ls. The only warranties for SAP Group products and services are those that are set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as cons tituting an additional warranty. July 28,