22Z S4CLD2302 BPD en MX

Test Script
SAP S/4HANA Cloud - 26-12-22
Procurement of Services (22Z_MX)
PUBLIC
Table of Contents
1 Purpose
2 Prerequisites
2.1 System Access
2.2 Roles
2.3 Master Data, Organizational Data, and Other Data
2.4 Additional Manual Configuration
2.5 Business Conditions
2.6 Ticket Component
2.7 Preliminary Steps
2.7.1 Create Purchasing Info Record (Optional)
2.7.2 Configure Flexible Workflow for Purchase Order
2.7.2.1 Check Flexible Workflow for Purchase Order Approval
2.7.2.2 Configure Flexible Workflow for Purchase Order
2.7.3 Configure Flexible Workflow for Service Entry Sheets
2.7.3.1 Configure Flexible Workflow for Service Entry Sheets
2.7.4 Configure Import Service Entry Sheets for Specific Users (Optional)
2.7.5 Configure Flexible Workflow for Supplier Invoice
2.7.5.1 Activate Flexible Workflow for Supplier Invoice
2.7.5.2 Check Workflow for Supplier Invoice
2.7.5.3 Update Cost Center for User Responsible
2.7.5.4 Update Profit Center for User Responsible
2.7.6 Edit User-Specific Parameters for Supplier Invoices (Optional)
2.7.7 Configure for Employee Self Services Procurement
2.7.7.1 Maintain the Default Setting for Users
2.7.7.2 Activate Flexible Workflow for Purchase Requisition
2.7.7.2.1 Check Flexible Workflow for Purchase Requisition Approval
2.7.7.2.2 Configure Flexible Workflow for Purchase Requisition (Optional)
2.7.8 Update Master Data for Automatic Purchase Order Creation from Purchase Requisition
2.7.8.1 Change Material (Services) Master Data - Purchasing Data
2.7.8.2 Change Supplier Master Data - Purchasing Organization Data
2.7.8.3 Generate Source List
2.7.9 Item Hierarchies and Model Product Specification
2.7.9.1 Activate Item Hierarchies in Purchasing
2.7.9.2 Manage Model Product Specifications (Optional)
3 Overview Table
4 Test Procedures
4.1 Standard Procurement of Service
4.1.1 Option A: Create Purchase Requisition
4.1.2 Option A: Convert Purchase Requisition to Purchase Order
4.1.3 Option B: Create Purchase Order
4.1.4 Option C: Create Purchasing Contract
4.1.5 Option C: Create Purchase Order
4.1.6 Option D: Create Contract with Item Hierarchy
4.1.7 Option D: Create Purchase Order with Item Hierarchy from Contract
4.1.8 Change Purchase Order
4.1.9 Approve Purchase Order (Optional)
4.1.10 Check Purchase Order Approval Details (Optional)
4.1.11 Preview Purchase Order (Optional)
4.1.12 Maintain Service Entry Sheet with Flexible Workflow
4.1.13 Approve Service Entry Sheet with Flexible Workflow
4.1.14 Check Service Entry Sheet Details(Optional)
4.1.15 Create Supplier Invoice
4.1.15.1 Option A: Create Supplier Invoice with PO/GR Relation
4.1.15.2 Option B : Create Supplier Invoice with PO/GR relation – Save As Completed (Optional)
4.1.15.2.1 Create Supplier Invoice with PO/GR Relation
4.1.15.2.2 Release Completed Supplier Invoice
4.1.16 Release Blocked Supplier Invoice (Optional)
4.2 Multiple Account Assignment for Procurement of Services
4.2.6 Check Purchase Order Approval Details(Optional)

Purpose PUBLIC 2
4.3 Automatic Purchase Order Creation from Purchase Requisition
4.3.1 Create Purchase Requisition
4.3.2 Automatic Creation of POs for Service Materials
4.3.7.1 Option A: Maintain Service Entry Sheet Manually
4.3.7.2 Option B: Import Service Entry Sheets
4.4 Employee Self Services Procurement
4.4.2 Approve Purchase Requisition (Optional)
4.4.3 Convert Purchase Requisition to Purchase Order
4.4.4 Change Purchase Order (Optional)
5 Appendix
5.1 Process Integration
5.1.1 Preceding Processes
5.1.2 Related Processes
5.1.3 Succeeding Processes
5.2 Set up Mail Notification for Service Entry Sheet Workflow
5.3 Setup Mail Notification for Supplier Invoice Workflow
5.4 Setup Mail Notification for Supplier Invoice Workflow with Factory Calendar
5.5 Mass Change of Posting Date
5.6 Test Automation Tool

Purpose PUBLIC 3
1 Purpose
This scope item contains the creation and approval of purchase orders for services. Alternatively, the process can be triggered via the creation of a purchase requisition, which is later converted to a
purchase order. The service fulfillment can be steered and monitored with the service entry sheet. Afterwards, the invoicing process is triggered.
The scope item comprises standard as well as limit items and can be conducted with different optional steps.
This document provides a detailed procedure for testing this scope item after solution activation, reflecting the predefined scope of the solution. Each process step, report, or item is covered in its
own section, providing the system interactions (test steps) in a table view. Steps that are not in scope of the process but are needed for testing are marked accordingly. Project-specific steps must be
added.
Note Values in this test script (decimal notation, date formats, and so on) are presented in U.S. standard notation. If your test system is set up to use a different notation, enter values as appropri-
ate.

Purpose PUBLIC 4
2 Prerequisites
This section summarizes all the prerequisites for conducting the test in terms of systems, users, master data, organizational data, other test data and business conditions.
2.1 System Access
System Details
System Accessible via SAP Fiori launchpad. Your system administrator provides you with the URL to access the various apps assigned to your role.
2.2 Roles
Create business roles using the following business role templates delivered by SAP and assign them to your individual test users.
Alternatively, if available, you can use the following spaces delivered by SAP. You create a space with pages containing predefined essential apps and assign it to the business role. You then assign
this business role to your individual users.
For more information, refer to How to Create a Business Role for the Administrator in the product assistance for SAP S/4HANA Cloud.
Name (Role ID (Role Template) Name (Launchpad Space) ID (Launchpad Space) Log
Template) On
Cost Accoun- SAP_BR_OVERHEAD_AC Cost Accountant - Overhead SAP_BR_OVERHEAD_ACCOUNTANT

tant - Overhead COUNTANT
Purchaser SAP_BR_PURCHASER Materials Management - Purchasing / Materials Management - Sourcing and SAP_MM_SPT_PURCHASING_PC / SAP_MM_SPT_SOURCING_PC
Contracting
Project Man- SAP_BR_PROJECT_MAN Project Manager - Professional Services SAP_BR_PROJECT_MANAGER_PROF

ager - Profes- AGER_PROF
sional Services
Purchasing SAP_BR_PURCHASING_ My Inbox SAP_CORE_SPT_MYINBOX_PC

Manager MANAGER
Accounts SAP_BR_AP_ACCOUN- Accounts Payable Accountant / Central Invoice Management - Supplier In- SAP_BR_AP_ACCOUNTANT / SAP_MM_SPT_CIM_INV_PC /
Payable Ac- TANT voices / Central Invoicing - Supplier Invoice SAP_MM_SPT_CNTRL_INVOICING_PC

Purpose PUBLIC 5
Name (Role ID (Role Template) Name (Launchpad Space) ID (Launchpad Space) Log
Template) On
countant
Configuration SAP_BR_BPC_EXPERT Configuration Expert - Business Process Configuration / Business Configura- SAP_BR_BPC_EXPERT / SAP_CA_SPT_BPC_FM_PC /
Expert - Busi- tion - Feature Management / BPC Expert Workflow Space / Business Process SAP_CA_SPT_BPC_WORKFLOW_PC / SAP_CA_SPT_IC_LND_BASE_PC /
ness Process Configuration – Manage your Solution / Business Process Configuration - Ex- SAP_EI_SPT_BPC_EXT_PC / SAP_FIN_SPT_BPC_EXPERT_PC /
Configuration tensibility Explorer / Business Process Configuration – Finance / Materials SAP_MM_SPT_BIZ_PROC_CONFIGN_PC
Management - Business Process Configuration
Master Data SAP_BR_PRODMASTER_ Master Data Specialist - Product Data SAP_BR_PRODMASTER_SPECIALIST

Specialist - SPECIALIST
Product Data
Master Data SAP_BR_BUPA_MAS- Master Data Specialist - Business Partner Data SAP_BR_BUPA_MASTER_SPECIALIST
Specialist - TER_SPECIALIST
Business Part-
ner Data
Employee - SAP_BR_EMPLOYEE_PR Materials Management - Employee Services SAP_MM_SPT_EMPLOYEE_SERVICES_PC

Procurement OCUREMENT
Manager - Pro- SAP_BR_MANAGER_PRO

curement CUREMENT
General Ledger SAP_BR_GL_ACCOUN- General Ledger Accountant SAP_BR_GL_ACCOUNTANT

Accountant TANT
Divisional Ac- SAP_BR_DIVISION_AC Divisional Accounting SAP_BR_DIVISION_ACCOUNTANT

countant COUNTANT
2.3 Master Data, Organizational Data, and Other Data

The organizational structure and master data of your company has been created in your system during activation. The organizational structure reflects the structure of your company. The master data
represents materials, customers, and suppliers, for example, depending on the operational focus of your company.
Use your own master data or the following sample data to go through the test procedure.
Data Sample Value Details Comments
Company code 5510 Company Code 5510

Purpose PUBLIC 6
Data Sample Value Details Comments
Plant 5510 Plant 1 MX
Supplier 55300001 Domestic 10 Supplier 1
Supplier 55300002 Domestic 10 Supplier 2
Purchase organization 5510 Purch. Org. 5510
Purchasing group 001 Group 001
Purchasing group 003 Group 003
Material SM0001 Service Material 01
Material Group YBMM01 Non-Sto Mat. w. ID
Cost Center 55101501 R&D Cost center
Cost Center 55101601 Marketing Cost Center
You can find general information on how to create master data objects in the following Master Data Scripts (MDS) :
Table 1: Master Data Script Reference
MDS Description
BNE Create Supplier Master - MDS
BNM Create Cost Center and Cost Center Group - MDS
BHD Create Purchasing Info Record - MDS
2.4 Additional Manual Configuration

Before you can test this scope item, you must have completed the additional configuration steps that are described in the Set-Up Instructions for this scope item. These configuration steps are specific
for your implementation and include mandatory settings that are not delivered by SAP and must be created by you. For more information, refer to the Set-Up Instructions for this scope item on SAP
Best Practices Explorer (https://rapid.sap.com/bp/#/browse/scopeitems/<enter the scope item ID>).

Purpose PUBLIC 7
2.5 Business Conditions
Before this scope item can be tested, the following business conditions must be met.
Scope Item ID Business Condition
BNZ - Create New Open MM Posting Period You have completed the step described in the Create New Open MM posting Period master data script. Posting period is up to data.
1NT - Project Control - Finance(Optional) You can create WBS for Account Assignment Category P.
35F - Project Control – Capital Projects(Optional) You can create WBS for Account Assignment Category P.
2.6 Ticket Component

If you have some problems while using following App, please open an SAP support ticket with corresponding component.
App Component
Manage Purchase Orders (F0842A) MM-FIO-PUR-PO
Note This app also applies to item hierarchy cases.
Manage Purchase Requisitions - Professional (F2229) MM-FIO-PUR-REQ-PRF
Process Purchase Requisitions - Formerly Manage Purchase Requisitions (F1048) MM-FIO-PUR-REQ-SOC
My Inbox - All Items (F0862) CA-INB-FIO
Manage Service Entry Sheets - Lean Services (F2027) MM-PUR-SVC-SES
Create Supplier Invoice (F0859) MM-FIO-IV
Create Supplier Invoice - Advanced (MIRO) MM-IV-LIV
Schedule Purchasing Jobs - Advanced (F1702) MM-FIO-PUR
Manage Purchase Contracts (F1600A) MM-FIO-PUR-SQ-CON

Purpose PUBLIC 8
App Component
Manage Model Product Specifications (F5079) MM-PUR-MPS
2.7 Preliminary Steps
2.7.1 Create Purchasing Info Record (Optional)
Purpose
In this procedure, you create info records for procure process.
Procedure
Test Step Test Step Name Instruction Expected Result Comments

#
1 Log on Log on to the SAP Fiori launchpad as a Purchaser. The SAP Fiori launchpad is displayed.
2 Access the App Open Manage Purchasing Info Records (F1982). The Manage Purchasing Info Records screen is dis-
played.
3 Open New Purchasing Info Record Choose Create. The Purchasing Info Record screen is displayed.
4 Enter Header Data Go to Header area, make the following entries: Header data is added.
Purchasing Info Record Category: <Standard>
Purchasing Organization: 5510
Supplier: 55300001
Material: SM0001
Plant: 5510
Purchasing Group: 001
5 Enter General Information Make the following entries: General Information is added.

Purpose PUBLIC 9
#
Available From: Today

Available To: 12/31/9999
6 Enter Purchasing Data Make the following entries: Purchasing Data is added.
Incoterm: EXW
Incoterm Location 1: VENDOR
7 Enter Delivery and Quantity Data Make the following entries: Delivery and Quantity Data is added.
Delivery Time in Days: <Delivery Time>, for example, 5
Under Delivery Tolerance in %: <Under Delivery Tolerance>, for example,
10
Over Delivery Tolerance in %: <Over Delivery Tolerance>, for example,
10
Tax Code: 2O
Order Unit: <Order Unit>, for example, H
Standard Order Quantity: <Standard Order Quantity>, for example, 1
Select the following entries if required:
Unlimited Delivery: Deselected
Goods-Receipt-Based Invoice Verification: Deselected
No Evaluated Receipt Settlement : Selected
Order Acknowledgement Requirement: Deselected
8 Enter Condition Data In the Conditions section, choose Create. Condition Data is added
In the General Information area, make the following entries:
Valid From: Today
Valid To:12/31/9999
Amount: 210.00
Pricing Unit: <Pricing Unit>, for example, 1
Currency: <Currency>, for example, MXN
Choose Apply.
9 Enter Reference Data (optional) You can enter reference data. Reference data is added.
10 Save your data Choose Create. A purchasing info record is saved.
11 Repeat entire steps and create an new info record Repeat the entire steps and create an new info record for below master data.

Purpose PUBLIC 10
#
Supplier: 55300002
Material: SM0001
Result
The Purchasing info records are created.
2.7.2 Configure Flexible Workflow for Purchase Order
2.7.2.1 Check Flexible Workflow for Purchase Order Approval
Purpose
In this procedure, you check flexible workflow for purchase order approval.
Make sure Flexible Workflow for Purchase Order with NB document is activated, and Flexible Workflow for Purchase Order Approval is configured.
Procedure
Depending on your configuration environment for SAP S/4HANA Cloud, choose one of the following options:
Configure Your Solution:
Test Test Step Name Instruction Expected Result Pass / Fail /

Step # Comment
1 Log onto Fiori Launchpad Log on to the SAP Fiori launchpad as a Configuration Expert - Business Process Configuration. The SAP Fiori Launchpad is displayed.
2 Access the App Open Manage Your Solution (F1241). The Manage Your Solution screen is displayed.

Purpose PUBLIC 11
Step # Comment
3 Open Configure Your Solu- Choose Configure Your Solution. The Configure Your Solution screen is displayed.
tion
Note To create country-/region-dependent settings for the intended local version, choose Set Local
Version .
4 Open Active Flexible Work- On the Configure Your Solution screen, search Activate Flexible Workflow for Purchase Orders, then The Document Types Purchase order Change screen
flow choose Go. is displayed.
Select the line of the item and go to next screen.
On the Configure Your Solution – Purchase Order Processing screen, choose Configure on the line of con-
figuration step with name Activate Flexible Workflow for Purchase Orders.
5 Activate Flexible Workflow Make sure the following entries are made: The Scenario based workflow is active for Purchase
for PO Approval Document Type: NB Orders with Document Type: NB.
Scenario based workflow:X
Note You may be asked to enter a customizing request number, either choose your own customizing
request or create a new one, then choose Continue.
SAP Central Business Configuration:

Step # Comment
1 Log on Log on to the project experience in SAP Central Business Configuration. The SAP Fiori launchpad displays.
2 Open Active Flexible In the Product-Specific Configuration phase, navigate to the Configuration Activities tab and search for the The Document Types Purchase order Change screen
Workflow following activity: Activate Flexible Workflow for Purchase Orders. displays.
Choose the line item in the search result to see more details about this configuration activity.
Choose the Go to Activity button to navigate directly to the SAP S/4HANA Cloud system. Log on to the
SAP Fiori launchpad as a Configuration Expert - Business Process Configuration.
3 Activate Flexible Work- Make sure the following entries are made: The Scenario based workflow is active for Purchase
flow for PO Approval Document Type: NB Orders with Document Type: NB.
Scenario based workflow:X
Note You may be asked to enter a customizing request number, either choose your own customizing re-
quest or create a new one, then choose Continue.

Purpose PUBLIC 12
Result
The Scenario based workflow is active for Document Type: NB.
2.7.2.2 Configure Flexible Workflow for Purchase Order
Purpose
In this procedure, you configure your release conditions for Purchase Order Approval.
Note When you start to process this step, please make sure that the flexible workflow for purchase document type NB has been activated in your system.
Procedure
Test Step # Test Step Name Instruction Expected Result Pass / Fail / Comment
1 Log onto Fiori Launchpad Log on to the SAP Fiori launchpad as a Configuration Expert - Business Process Configuration. The Fiori launchpad is displayed.
2 Access the App Open Manage Workflows for Purchase Orders (F2872). The Manage Workflows screen is displayed.
3 Create Manage Workflow Choose Create and make following entries: The Workflow for Purchase Order is configured.
Name: Test Workflow for Purchase Order
Go to the Start Conditions area and choose Purchasing group of purchase order is
Choose Add Another Condition and make the following entries:
Total net amount of purchase order is greater than, with Price5000.00, and Currency: MXN
In the Steps area, choose Create and make the following entries:
Step Type: Release of Purchase Order
In the Recipients area, make the following entries:
Assignment By: User
User: Select User from value help (with Employee ID PURCHASING_MANAGER)
Choose OK.
Step to be completed by： One of the recipients.
Choose Create.
Choose Save.

Purpose PUBLIC 13
4 Activate Workflow Item Select the just created Workflow Item and choose Activate. The Workflow Item is activated.
Note Please make sure default workflow Automatic Release of Purchase Order has been activated.
For the Workflow and Step names, you can translate them to other languages, for example from English to German via the Workflow Content Translation app.
2.7.3 Configure Flexible Workflow for Service Entry Sheets
2.7.3.1 Configure Flexible Workflow for Service Entry Sheets
Purpose
In this procedure, you make sure Flexible Workflow for Service Entry Sheets is activated.
Procedure
Test Test Step Name Instruction Expected Result Pass / Fail

Step # / Com-
ment
1 Log onto Fiori Launch- Log on to the SAP Fiori launchpad as a Configuration Expert - Business Process Configuration. The SAP Fiori launchpad is displayed.
pad
2 Access the App Open Manage Workflows for Service Entry Sheets - Lean Services (F3173). The Manage Workflows screen is displayed.
3 Check Automatic Re- In Workflows list, choose Automatic Release of Service Entry Sheet, make sure workflow Automatic Release of Ser- The Workflow Item is activated.
lease of Service Entry vice Entry Sheet is in active status. If not, select it and choose Activate.
Sheet
4 Create Manage Work- Choose Create and make following entries: Release of Service Entry Sheet (Multi-step ap-
flow Name: Multi step approval (total net amount > 1000 MXN) proval)
Go to the Start Conditions area and choose Service entry sheet is external with No Total net amount of service entry sheet is greater

Purpose PUBLIC 14
Step # / Com-
ment
Choose Add another condition and make the following entries: than 1000 MXN is configured.
Total net amount of service entry sheet is greater than, with Amount10000.00, and Cur-
rency: MXN
The 1st approver (creator In the Steps area, choose Create and make the following entries:
of purchase order) Step Type: Release Service Entry Sheet
Go to the RECIPIENTS area:
Assignment By: Role
Role: Creator of Purchase Order
Step to be completed by: One of the recipients.
Choose Create.
Note If this particular user doesn't have app My Inbox or can't approve, you need to assign business catalog
SAP_CA_BC_MYINBOX_PC and SAP_MM_BC_SES_WIAPPROVE_PC to role of the user.
The 2nd approver Project In the Steps area, choose Create and make the following entries:
Manager - Commercial Step Type: Release Service Entry Sheet
Services
Go to the RECIPIENTS area:
Assignment By: User
User: Select User with PROJ_MANAGE_PROF from F4 help.
Step to be completed by: One of the recipients.
Choose Create.
5 Save Manage Workflow Choose Save. Release of Service Entry Sheet (multistep ap-
proval) and total net amount of service entry sheet
is greater than 10000.00 is configured
6 Activate Workflow Item Back to Workflow Details Screen and choose Activate. The Workflow Item is activated.
7 Maintain Email Tem- Use the app Maintain Email Templates. It enables you to send an email notification to the recipients of a workflow
plates(Optional) item when the workflow item is available in the app My Inbox. For more information, see the chapter Set up Mail Noti-
fication for Service Entry Sheet Workflow [page ] 133.

Purpose PUBLIC 15
2.7.4 Configure Import Service Entry Sheets for Specific Users (Optional)
Purpose
In this procedure, you make sure that Import of Service Entry Sheets for Specific Users is activated.
Procedure
Test Test Step Name Instruction Expected Result Com-

Step # ments
3 Open Configure Your Solution Choose Configure Your Solution. The Configure Your Solution screen is displayed.
To create country-/region-dependent settings for the intended local version, choose Set Local Version.
4 Open Activate Import of Service En- On the Configure Your Solution screen, search Activate Import of Service Entry Sheets for Specific Users, The Configure Your Solution - Service Purchas-
try Sheets for Specific Users then choose Go. ing and Recording screen is displayed.
Select the line of the item and go to the next screen.
On the Configure Your Solution - Service Purchasing and Recordingscreen, choose Configure on the line of
configuration step with name Activate Import of Service Entry Sheets for Specific Users.
Choose Configure.
5 Enter User On the Change View “Active Import of Service Entry sheets for Specific Users” screen, User is added
Choose New Entries.
User : <User ID>
You can use the Search Help to find the User ID for User ID alias is Purchaser.
Choose Enter.
6 Save Data Choose Save. A User is saved.

Purpose PUBLIC 16

Step # Comment
2 Open Active Flexi- In the Product-Specific Configuration phase, navigate to the Configuration Activities tab and search for the fol- The Change View "Activate Import of Service Entry
ble Workflow lowing activity: Activate Import of Service Entry Sheets for Specific Users. Sheets for Specific User screen displays.
Choose the Go to Activity button to navigate directly to the SAP S/4HANA Cloud system.
3 Enter User On the Change View “Active Import of Service Entry sheets for Specific Users” screen, User is added
Choose New Entries.
User : <User ID>
You can use the Search Help to find the User ID for User ID alias is Purchaser.
Choose Enter.
4 Save Data Choose Save. A User is saved.
Result
The Activate Import of Service Entry Sheets for Specific Users is saved.
2.7.5 Configure Flexible Workflow for Supplier Invoice
2.7.5.1 Activate Flexible Workflow for Supplier Invoice
Purpose
In this procedure, you activate flexible workflow for supplier invoice.

If you want to use the flexible workflow to approve the supplier invoice, you have to process the step: Activate Flexible Workflow for Supplier Invoice.

Purpose PUBLIC 17
Procedure

Step # Comment
3 Open Configure Your So- Choose Configure Your Solution. The Configure Your Solution screen is dis-
lution played.
Note To create country-/region-dependent settings for the intended local version, choose Set Local Version .
4 Open Active Flexible Search Activate Flexible Workflow for Supplier Invoice, choose configuration with name Incoming Invoice from The Change View "Activate Flexible Workflow
Workflow search result, then choose Configure on the right of configuration steps with name Activate Flexible Workflow for for Supplier Invoices": Detail screen is dis-
Supplier Invoices. played.
5 Active Flexible Workflow Select checkbox Payment Block: Flexible Workflow is Active,
for Supplier Invoices Select checkbox Release Completed Invoice: Flexible Workflow is Active
Select checkbox Check Authorizations for Flexible Workflow Steps (Optional)
Choose Save.
Note You may be asked to enter a customizing request number, either choose your own customizing request or
create a new one, then choose Continue.

Step # Comment
2 Open Active Flexible In the Product-Specific Configuration phase, navigate to the Configuration Activities tab and search for The Change View "Activate Flexible Workflow for
Workflow the following activity: Activate Flexible Workflow for Supplier Invoice. Supplier Invoices": Detail screen displays.
Choose the Go to Activity button to navigate directly to the SAP S/4HANA Cloud system. Log on to the

Purpose PUBLIC 18
Step # Comment
SAP Fiori launchpad as a Configuration Expert - Business Process Configuration.
3 Active Flexible Workflow Select checkbox Payment Block: Flexible Workflow is Active,
for Supplier Invoices Select checkbox Release Completed Invoice: Flexible Workflow is Active
Select checkbox Check Authorizations for Flexible Workflow Steps (Optional)
Choose Save.
Note You may be asked to enter a customizing request number, either choose your own customizing re-
quest or create a new one, then choose Continue.
Result
The Scenario based workflow is activated for Supplier Invoices.
2.7.5.2 Check Workflow for Supplier Invoice
Purpose
In this procedure, you make sure Workflow for Supplier Invoice is activated.
Procedure
Test Test Step Name Instruction Expected Result Pass /

Step Fail /
# Com-
ment
1 Log onto Fiori Log on to the SAP Fiori launchpad as a Configuration Expert - Business Process Configuration. The SAP Fiori
Launchpad launchpad is dis-
played.

Purpose PUBLIC 19
Step Fail /
# Com-
ment
2 Access the App Open Manage Workflows for Supplier Invoices (F2873). The Manage
Workflows screen
is displayed.
3 Check Workflow for In Workflows dropdown list, choose Workflow for Parked Invoice as Complete, make sure workflow Release completed invoice is in active status. If not, se- The Workflow
Parked Invoice as lect it and choose Activate. Item is activated.
Complete
Note Choose the line and go to the Workflow Details screen. Go to the Step Sequence tab, and check the column Recipients in Step Sequence defines the
user who handles invoice in the particular step, for example Creator of Purchase Order, cost center responsible or profit center responsible. If this particu-
lar user doesn’t have My Inbox APP, you need to assign business catalog SAP_MM_BC_INV_WIAPPROVE_PC and SAP_MM_BC_INV_DOC_DSP_PC
to the business role of the user. This action is also required for other invoice workflow.
4 Check Workflow for In Workflows dropdown list, choose Workflow for Blocked Invoice, make sure workflow Release blocked Invoice by Accounting Responsibles is in active The Workflow
Blocked Invoice status. If not, select it and choose Activate. Item is activated.
Note For the Workflow and Step names, you can translate them to other languages, for example from English to German via the Workflow Content Translation app.
2.7.5.3 Update Cost Center for User Responsible
Purpose
In this procedure, you configure your release conditions for Service Entry Sheets Approval.
Procedure

Step # Comment
1 Log onto Fiori Log on to the SAP Fiori launchpad as a Cost Accountant - Overhead. The SAP Fiori launchpad is displayed.
Launchpad

Purpose PUBLIC 20
Step # Comment
2 Access the App Open the Manage Cost Centers (F1443A) app. The app is displayed.
3 Filter Cost Center Make the following entry: Cost Center: <Cost Center>, for example, 55101501 The Cost Center Detail Information
Choose Go and select the cost center in the search results. Then choose Edit. screen is displayed.
4 Input User Respon- In the General Information section, make the following entries:
sible User Responsible: Select from the F4 help. For example, search the user ID for the purchasing_manager: CB9XXXXXXXXX
Purchasing Manager. The user with Purchasing Manager role.
Responsible Person: For example Purchasing_Manager
5 Save Data Choose Save. The cost center is saved.
2.7.5.4 Update Profit Center for User Responsible
Purpose
In this procedure, you configure your release conditions for invoice approval.
Note If you want to run the step Option B : Create Supplier Invoice with PO/GR relation – Save As Completed (Optional) [page ] 76 and precondition Account assignment category Profit Cen-
ter is used in workflow, you have to assign a User Responsible to the Profit Center.
Procedure

Step # Comment
1 Log onto Fiori Log on to the SAP Fiori launchpad as a Divisional Accountant. The SAP Fiori launchpad is displayed.
Launchpad
2 Access the App Open Manage Profit Centers (F3516). The Manage Profit Centers screen is
displayed.

Purpose PUBLIC 21
Step # Comment
3 Filter Profit Center Profit Center: for example, < YB600> Profit center detail information screen
Choose Go, select profit center in search results, then choose Edit. is displayed.
4 Input User Respon- In General tab,

sible User Responsible: Select from F4. For example: search User ID for purchasing_manager. CB9980000120 Purchasing
Manager. The user with Purchasing Manager role.
Responsible Person: For example Purchasing_Manager
5 Save Data Choose Save. Profit center is saved.
2.7.6 Edit User-Specific Parameters for Supplier Invoices (Optional)
Test Administration
Customer project: Fill in the project-specific parts.
Test Case ID <X.XX> Testing Date:
Tester Name: Duration:
Business Role(s): Responsibility: <State the Service Provider, Customer or Joint Service Provider and Customer>
Purpose
In this procedure, you will edit User-Specific parameters for supplier invoices.

Purpose PUBLIC 22
Procedure

Step # Comment
1 Log On Log on to the SAP Fiori launchpad as an Accounts Payable Accountant. The SAP Fiori launchpad is dis-
played.
2 Access the SAP Choose Edit Supplier Invoice Settings (F3813). The Edit Supplier Invoice Settings
Fiori App screen is displayed.
3 Set parameter Check parameter Display Journal Entry: X Change has been saved success-
fully.
Note If parameter is checked, the system message contains invoice and journal entry number when invoice is created.
If parameter is unchecked, the system message contains invoice number only when invoice is created.
When this parameter is changed, it will be effective immediately for the APP Create Supplier Invoice. However, for the APP Create
Supplier Invoice - Advanced, user needs to logout and login again to make it effective.
Result
Parameter Display Journal Entry has been set successfully.
2.7.7 Configure for Employee Self Services Procurement
Note If you want to perform the step Employee Self Services Procurement [page ] 118, you have to run the following configuration.
2.7.7.1 Maintain the Default Setting for Users
Purpose
The default setting for an employee should be maintained by the Configuration Expert mandatorily.

Purpose PUBLIC 23
Procedure
1 Log On Log on to SAP Fiori launchpad as a Configuration Expert - Business Process Configuration. The SAP Fiori launchpad is displayed.
2 Access the App Open Default Settings for Users - Purchase Requisitions (F1995). The Default Settings for Users screen is displayed.
3 Enter the User ID On the Default Settings for Users screen.

User ID: <User ID>
Note You can use the Search Help to find the User ID for User Name EmployeeProcurement.
Choose Enter.
4 Edit the Default Setting for User On the Default Settings for Users screen, choose Edit Default Settings are set for users.
Make the following entries:
Plant: 5510
Company Code: 5510
Currency: MXN
Source Determination: <Selected>
Purchasing Doc. Type : NBS
Choose Save.
2.7.7.2 Activate Flexible Workflow for Purchase Requisition
2.7.7.2.1 Check Flexible Workflow for Purchase Requisition Approval
Purpose
In this procedure, you activate flexible workflow for purchase requisition approval.
If you want to use the flexible workflow to approve the purchase requisition by employee_procurement and order Type NBS, you have to process the following steps: Check Flexible Workflow for
Purchase Requisition Approval [page ] 24 and Configure Flexible Workflow for Purchase Requisition (Optional) [page ] 26.

Purpose PUBLIC 24
Procedure

Step # Comment
1 Log onto Fiori Launch- Log onto the SAP Fiori launchpad as a Configuration Expert - Business Process Configuration . The SAP Fiori Launchpad displays.
pad
2 Access the App Open Manage Your Solution (F1241) . The Manage Your Solution screen displays.
3 Open Configure Your Choose Configure Your Solution. The Configure Your Solution: Realize
Solution Phase screen displays.
Note To create country-/region-dependent settings for the intended local version, choose Set Local Version.
4 Open Active Flexible Search Activate Flexible Workflow for Purchase Requisitions , choose configuration with name Requirements processing The Document Types Purchase Requisi-
Workflow from search result, then choose Configure on the right of configuration steps with name Activate Flexible Workflow for tions Change screen is displayed.
Purchase Requisitions .
5 Activate Flexible Work- Check if the following entry selected for NBS: scenario based workflow: X The Flexible workflow is active for Pur-
flow for PR Approval chase Requisitions with Document Type:
NBS.

Step # Comment
2 Open Active Flexible In the Product-Specific Configuration phase, navigate to the Configuration Activities tab and search for the The Document Types Purchase Requisitions Change
Workflow following activity: Activate Flexible Workflow for Purchase Requisitions . screen is displayed.
Choose the Go to Activity button to navigate directly to the SAP S/4HANA Cloud system. Log on to the SAP
Fiori launchpad as a Configuration Expert - Business Process Configuration.

Purpose PUBLIC 25
Step # Comment
3 Activate Flexible Work- Check if the following entry selected for NBS: scenario based workflow: X The Flexible workflow is active for Purchase Requi-
flow for PR Approval sitions with Document Type: NBS.
2.7.7.2.2 Configure Flexible Workflow for Purchase Requisition (Optional)
Purpose
In this procedure, you configure your release conditions for Purchase Requisition Approval.
SAP Note 2485779 - Configure Workflow using SAP Fiori in S/4HANA provides information on how to use the workflow framework in purchase requisition. Any question regarding this SAP note,
please raise ticket to component MM-FIO-PUR-REQ-SSP.
Procedure

Step # Comment
1 Log on Log on to the SAP Fiori launchpad as a Configuration Expert - Business Process Configuration. The Fiori launchpad is displayed.
2 Open Manage Workflow for Pur- Open Manage Workflows for Purchase Requisitions (F2705)． The Manage Workflows screen is
chase Requisition displayed.
3 Create Manage Workflow Choose Workflows: Overall release of requisition. Choose Create and make the following entries: The Workflow for Purchase Requisi-
Name: Test Workflow for Purchase Requisition tion is configured.
Preconditions：<Total net amount is equal to or greater than 500 MXN value>

Go to Steps area, in Workflow Steps area, choose Create and make the following entries:
Step Type: Overall release of Purchase Requisition
Type: Overall release of Release Purchase Requisition Header
Recipients: Assignment By: <User>
Note If you can’t find User for approval, you need to check if the employee data has been maintained in the chap-
ter Maintain the Default Setting for Users [page ] 23 for Users.

Purpose PUBLIC 26
Step # Comment
Select User with Manager_procurement from F4 help

Choose Add.
Choose Save.
4 Activate Workflow Item Select the just created Workflow Item and choose Activate. The Workflow Item is activated.
5 Define Order Choose Define Order. The priority for workflow is defined.
On the Define Order screen, choose Test Workflow for Purchase Requisition and move the selected workflow one
level up.
2.7.8 Update Master Data for Automatic Purchase Order Creation from Purchase Requisition
Note If you want to perform the step Automatic Purchase Order Creation from Purchase Requisition [page ] 102, you have to run Master Data update.
Prerequisite
By default, you have completed the creation of master data, including material master data, vendor master data and Info Record.
You can find general information on how to create master data objects in the following Master Data Scripts (MDS) :
The documentations can be found in https://rapid.sap.com/bp/#/BP_CLD_ENTPR -> Create your own master data.
MDS Description
31X Create Product Master of Type "Services"– MDS
BNE Create Supplier Master– MDS
BHD Create Purchasing Info Record– MDS

Purpose PUBLIC 27
2.7.8.1 Change Material (Services) Master Data - Purchasing Data
Test Administration
Purpose
The following procedure provides instructions for changing material (Services) master data.
Procedure
Test Step Test Step Name Instruction Expected Result Pass / Fail / Com-
# ment
1 Log On Log on to the SAP Fiori launchpad as a Master Data Specialist - Product Data. The SAP Fiori launchpad is displayed.
2 Access App Open Change Material (MM02). The Change Material (Initial Screen) is displayed.
3 Enter Material Basic Data On the Change Material screen, make the following entries: The Select View(s) screen is displayed.
Material: <Material>, for example, SM0001
Choose Select View(s).
4 Choose Views On the Select View(s) screen, choose Purchasing and Continue. The Organizational Levels is displayed.
5 Enter Organizational Levels On the Organizational Levels screen, make the following entry in the Organizational level sec- The Change Material XXXXX (Services) is dis-
Data tion: played.
Plant: <Plant>, for example, 5510
Choose Continue.

Purpose PUBLIC 28
# ment
6 Select Autom.PO Autom.PO: <selected> Autom.PO is selected.
7 Save your data Choose Save. The material master data is updated.
Result
The Autom.PO checkbox is selected.
2.7.8.2 Change Supplier Master Data - Purchasing Organization Data
Test Administration
Purpose
The following procedure provides instructions for changing supplier master data.

Purpose PUBLIC 29
Procedure
# ment
1 Log on Log on to the SAP Fiori launchpad as a Master Data Specialist - Business Partner Data. The SAP Fiori launchpad is displayed.
2 Access App Open Maintain Business Partner (BP). The Maintain Business Partner screen is displayed.
3 Enter Business Partner On the Maintain Business Partner screen, make the following entries. The Supplier information screen is displayed.
Business Partner: <Supplier>, for example, 55300001
Choose Enter.
4 Change BP Role In the Change in BP role field, choose the following value: Supplier.
5 Open Purchasing Organization Choose Purchasing. The Change Organization: XXXXXXXX, role Supplier screen
Data is displayed.
6 Enter Purchasing Data Choose Switch Organization.

Make the following data and choose Enter:
Purch. Organization: <Purchasing Organization>, for example, 5510
7 Select Automatic PO Checkbox Go the Purchasing Data tab page in the Additional Purchasing Data section, make the The Automatic PO checkbox is selected.
following data:
Automatic Purchase Order: <selected>
8 Save Data Choose Save. The Supplier change is saved.
2.7.8.3 Generate Source List
Test Administration

Purpose PUBLIC 30
Purpose
The following procedure provides instructions for creating source list.
Note If you have more than one suppliers, choose one fixed supplier in the source list.
Procedure
2 Access App Choose Manage Source Lists (F1859). The Manage Source Lists screen is displayed.
3 Create Source List Choose Create. The Source List screen is displayed.
4 Enter General Information Go to General Information area, make the following entries:
Material: <Material>, for example, SM0001
Choose Generate in Source lists area.
5 Search Sources for Material and Plant On the Generated Sources screen, make the following entries: The Sources are displayed.
Valid From: <Correct Date>
Valid To: <12/31/9999>
Choose Go,
6 Choose Sources Go to Sources (X) area.

Choose these lines of items.
Choose Replace Existing.
If you have warning message, choose OK.
7 Choose Fixed Source Go to Supplier 55300001 and make the following entry: The Supplier has been assigned to Fixed Supplier.
Status: Fixed Status (Fixed)

Purpose PUBLIC 31
8 Save Data Choose Create. The Source List is created.
2.7.9 Item Hierarchies and Model Product Specification
2.7.9.1 Activate Item Hierarchies in Purchasing
Purpose
In this procedure, you activate item hierarchies in purchasing.

You can use item hierarchies in purchasing documents to structure and sort items, such as materials or services, in a hierarchy.
In this step, you can activate the item hierarchy function for purchase contracts, central purchase contracts, purchase requisitions, purchase orders and model product specifications.
Note that this activation controls the availability of app Manage Model Product Specifications (F5079). If turned on, Manage Model Product Specifications (F5079) app will be available includ-
ing the item hierarchy function. If turned off, the app is unavailable.
Caution In a standard system, this configuration step is switched off by default. Once the switch is on, you cannot turn it off.
Procedure
Configure Your Solution

Step # Comment
1 Log on Log onto the SAP Fiori launchpad as a Configuration Expert - Business Process Configuration The SAP Fiori launchpad is displayed.
3 Open Configure Your Choose Configure Your Solution. The Configure Your Solution screen is displayed.
Solution

Purpose PUBLIC 32
Step # Comment
Note To create country or region-dependent settings for the intended local version, choose Set Local Ver-
sion.
4 Open Configuration Search Activate Item Hierarchies in Purchasing, choose the line from search result, then choose Configure on The Display/Change Switch State of Lightweight
the right of configuration step Activate Item Hierarchies in Purchasing. Business Function is displayed.
5 Activate Item Hierarchies Choose Change State. Business function switch state is changed success-
in Purchasing Choose Back. fully.
SAP Central Business Configuration

Step # Comment
1 Log on Log on to the project experience in SAP Central Business Configuration.
2 Access the Activity In Product-Specific Configuration phase, navigate to Configuration Activities tab and search for the follow- The Display/Change Switch State of Lightweight Busi-
ing activity: Activate Item Hierarchies in Purchasing. ness Function screen is displayed.
Choose the Go to Activity button to navigate directly to the SAP S/4HANA Cloud system. Log on to the SAP
Fiori launchpad as a Configuration Expert - Business Process Configuration.
3 Activate Item Hierar- Choose Change State. Business function switch state is changed successfully.
chies in Purchasing Choose Back.
Result
The business function switch state is changed successfully.

Purpose PUBLIC 33
2.7.9.2 Manage Model Product Specifications (Optional)
Test Administration
Purpose
The following procedure provides instructions for creating model product specification.
A structured set of related services and materials that can be used as a template for procurement processes/ documents. You use model product specifications to group services and materials that are
frequently ordered together to complete a particular task.
You can further categorize service and materials within a model product specification by grouping them into item sets. Then you can create contract with item set from the model product specifica-
tion.
You may also refer to Migration Object of Model Product Specification and detail of application Manage Model Product Specification in SAP Help Portal.
Procedure

Step # Comment
1 Log On Log on to the SAP Fiori launchpad as a Purchaser . The SAP Fiori Launchpad is displayed.
2 Access the App Open Manage Model Product Specifications (F5079). The Manage Model Product Specifications screen is displayed.
3 Create Model Product Choose Create.

Specification
4 Enter General Information Go to section General Information , and make the following entries: The Maintain Additional Parameters screen is displayed
Grouping Code: for example, Internal Number Arrangement (INT)
Choose Enter.

Purpose PUBLIC 34
Step # Comment
Name: enter your model product specification name.
5 Create Item Set In section Items, choose Create > Item Set . In section Model Product Specifications Items, hierarchy num-
On Item line 1, make the entries: ber showed for the Item Set line.
Description: <description>
Select line 1, choose Create > Service , make the following entries:
Plant: for example, 5510
Product: for example, SM0001
Quantity: <Your quantity>, for example, 20
Select line 1, choose Create > Material , and make the following entries:
Product: for example, TG11
Quantity: XX
Select line 1, choose Create > Service , and make the following entries:
Item Description: for example, Service
Material Group: for example, YBMM01
Quantity: XX, for example, 100
Unit: for example, H
You may create less than 5 level of item hierarchy, the fifth level has to be functional item, such as
service or material. You may insert, copy, delete items too.
6 Save Your Data Choose Create. Your model product specification is created.
7 Active MPS and Create Choose Activate. Your model product specification is activated.
Purchase Contract Choose Create Purchaser Contract(at the upper right corner). Select items from MPS and choose
Add. Or:
Note For more information about contract, please refer to
Choose Back, to manage model product specification screen
scope item BMD - Purchase Contract.
Select your MPS, and choose Create Purchaser Contract.
On Purchaser Contract screen, make the following entries:
Under section General Information ,
Basic Data:
Purchase Contract Name: for example, MPS contract
Contract Type: for example, Qty Contract-PSE(CMK)
Supplier: for example, 55300001, and choose Enter.
Organization:

Purpose PUBLIC 35
Step # Comment
Purchasing Organization: for example, 5510

Purchasing Group: for example, 001
Valid From: <Today>
Valid To: <Today+3 months>
Further Information:
Currency: MXN
Company Code: 5510
8 Edit Contract Items On Items area, expand node for item set
Select item 2 for service material SM0001, choose Details, make the following entries in Purchase
Contract Itemsscreen:
Item Category: Standard
Account Assignment Category: K
Plant:5510
On the Quantity and Price tab:
Net Order Price: for example, 20 MXN
Price Unit : 1 H
On the GR / IR Control tab:
Goods Receipt: Yes
Invoice Receipt: Yes
GR-Based Invoice Verification: Yes
On the Account Assignment tab:
Choose the line and go to Account Assignment screen, make the following entry, then choose Ap-
ply.
Cost Center: 55101501
(G/L account will be automatically determined)
On Purchase Contract Item screen, choose Apply.
Select item 3 for material , choose Details, make the following entries in Purchase Contract Items
screen:
Plant: 5510
Storage Location: Blank

Purpose PUBLIC 36
Step # Comment
Price Unit : 1 pc
On the GR/ IR Control tab:
Goods Receipt: Yes
ply.
(G/L account will be determined automatically)
Select the item 4 for servie item Service, choose Details, make the following entries in Purchase
Contract Items screen:
Plant: 5510
Price Unit : 1 H
Goods Receipt: Yes
ply.
On Purchase Contract Item screen, and choose Apply.
9 Save the Contract Choose Create. Your purchase contract is created.

Purpose PUBLIC 37
3 Overview Table
This scope item consists of several process steps provided in the table below：
Note If your system administrator has enabled spaces and pages on the SAP Fiori launchpad, the homepage will only contain the essential apps for performing the typical tasks of a business
role.
You can find all other (searchable) apps not included on the homepage using the search bar (2434549).
If you want to personalize the homepage and include the hidden apps, navigate to your user profile and choose App Finder.
Table 2: Standard Procurement of Service
Process Step Business Role App/Transaction Expected Results
Option A: Create Purchase Requisition [page ] 42 Purchaser Manage Purchase Requisitions - Professional (F2229) The Purchase Requisition is created.
Option A: Convert Purchase Requisition to Purchase Order Purchaser Process Purchase Requisitions - Formerly Manage Purchase Requisi- The Purchase Requisition is converted to Pur-
[page ] 48 tions (F1048) chase Order.
Option B: Create Purchase Order [page ] 51 Purchaser Manage Purchase Orders (F0842A) Purchase Order for external services is created.
Option C: Create Purchasing Contract [page ] 56 Purchaser Manage Purchase Contracts (F1600A) The purchase contract is created.
Option C: Create Purchase Order [page ] 58 Purchaser Manage Purchase Orders (F0842A) Your purchase order is created.
Option D: Create Contract with Item Hierarchy [page ] 60 Purchaser Manage Purchase Contracts (F1600A) The purchase contract is created.
Option D: Create Purchase Order with Item Hierarchy from Con- Purchaser Manage Purchase Contracts (F1600A) Your purchase order is created.
tract [page ] 63
Change Purchase Order [page ] 64 Purchaser Manage Purchase Orders (F0842A) Purchase Order for external services is
changed.
Approve Purchase Order (Optional) [page ] 66 Purchasing Manager My Inbox - All Items (F0862) Purchase order is approved.
Check Purchase Order Approval Details (Optional) [page ] 67 Purchaser Manage Purchase Orders (F0842A) Purchase Order approval status is displayed.
Preview Purchase Order (Optional) [page ] 68 Purchaser Manage Purchase Orders (F0842A) Purchase Order is previewed.
Maintain Service Entry Sheet with Flexible Workflow [page ] Purchaser Manage Service Entry Sheets - Lean Services (F2027) The Service Entry Sheet is created.
69
Approve Service Entry Sheet with Flexible Workflow [page ] 72 Project Manager - Professional My Inbox - All Items (F0862) The Service Entry Sheet is posted.

Purpose PUBLIC 38
Services
Check Service Entry Sheet Details(Optional) [page ] 73 Purchaser Manage Service Entry Sheets - Lean Services (F2027) Service Entry Sheet details are checked.
Create Supplier Invoice [page ] 74 Accounts Payable Accountant Create Supplier Invoice (F0859) Invoice is created.
Release Blocked Supplier Invoice (Optional) [page ] 82 Purchasing Manager My Inbox - All Items (F0862) Blocked invoice is released.
Table 3: Multiple Account Assignment for Procurement of Services

Option A: Create Purchase Requisition [page ] 83 Purchaser Manage Purchase Requisitions - Professional (F2229) The Purchase Requisition is created.
Option A: Convert Purchase Requisition to Purchase Order Purchaser Process Purchase Requisitions - Formerly Manage Purchase Requisi- The Purchase Requisition is converted to Pur-
[page ] 86 tions (F1048) chase Order.
Option B: Create Purchase Order [page ] 87 Purchaser Manage Purchase Orders (F0842A) Purchase Order for external services is created.
Change Purchase Order [page ] 90 Purchaser Manage Purchase Orders (F0842A) Purchase Order for external services is changed.
Approve Purchase Order (Optional) [page ] 66 Purchasing Manager My Inbox - All Items (F0862) Purchase Order is approved.
Check Purchase Order Approval Details(Optional) [page ] Purchaser Manage Purchase Orders (F0842A) Purchase Order approval status is displayed.
92
Maintain Service Entry Sheet with Flexible Workflow Purchaser Manage Service Entry Sheets - Lean Services (F2027) The Service Entry Sheet is created.
[page ] 94
Approve Service Entry Sheet with Flexible Workflow Project Manager - Professional My Inbox - All Items (F0862) The Service Entry Sheet is posted.
[page ] 97 Services
Create Supplier Invoice [page ] 99 Accounts Payable Accountant Create Supplier Invoice - Advanced (MIRO) Invoice is created.
Release Blocked Supplier Invoice (Optional) [page ] 101 Purchasing Manager My Inbox - All Items (F0862) Blocked invoice is released.

Purpose PUBLIC 39
Table 4: Automatic Purchase Order Creation from Purchase Requisition
Create Purchase Requisition [page ] 102 Purchaser Manage Purchase Requisitions - Professional (F2229) The Purchase Requisition is created.
Automatic Creation of POs for Service Materials [page ] 104 Purchaser Schedule Purchasing Jobs - Advanced (F1702) Execute Job Schedule for PR create automatic PO.
Change Purchase Order [page ] 106 Purchaser Manage Purchase Orders (F0842A) Purchase Order is previewed.
Check Purchase Order Approval Details(Optional) [page ] 108 Purchaser Manage Purchase Orders (F0842A) Purchase Order approval status is displayed.
Maintain Service Entry Sheet with Flexible Workflow [page ] Purchaser Manage Service Entry Sheets - Lean Services (F2027) The Service Entry Sheet is created.
110
Approve Service Entry Sheet with Flexible Workflow [page ] 114 Project Manager - Professional Services My Inbox - All Items (F0862) The Service Entry Sheet is posted.
Table 5: Employee Self Services Procurement

Create Purchase Requisition [page ] 118 Employee - Procurement Create Purchase Requisition (F1643) The Purchase Requisition is created.
Approve Purchase Requisition (Optional) [page ] 119 Manager - Procurement My Inbox - All Items (F0862) Purchase Requisition is approved.
Convert Purchase Requisition to Purchase Order [page ] Purchaser Process Purchase Requisitions - Formerly Manage Purchase Requisitions Purchase Requisition is converted to Purchase
120 (F1048) Order.
Change Purchase Order (Optional) [page ] 121 Purchaser Manage Purchase Orders (F0842A) Purchase Order is edited.
Check Purchase Order Approval Details(Optional) Purchaser Manage Purchase Orders (F0842A) Purchase Order approval status is displayed.
[page ] 123

Purpose PUBLIC 40
Maintain Service Entry Sheet with Flexible Workflow Purchaser Manage Service Entry Sheets - Lean Services (F2027) The Service Entry Sheet is created.
[page ] 125
Approve Service Entry Sheet with Flexible Workflow Project Manager - Professional My Inbox - All Items (F0862) The Service Entry Sheet is posted.
[page ] 127 Services

Purpose PUBLIC 41
4 Test Procedures
This section describes test procedures for each process step that belongs to this scope item.
4.1 Standard Procurement of Service
Test Administration
Purpose
Create purchase requisitions manually.
Note In next step Option A: Convert Purchase Requisition to Purchase Order [page ] 48, Fiori app Process Purchase Requisitions - Formerly Manage Purchase Requisitions (F1048) only
supports functional items (service or material), it does not support conversion on item hierarchy level. You need to use app Assign and Process Purchase Requisitions (ME57) to execute the
conversion. Assign and Process Purchase Requisitions (ME57) only supports selection of single item hierarchy at once for adoption. Here we recommend you to create item hierarchy in sepa-
rate purchase requisition.
Prerequisite
For case 4, if you want to create purchase requisition with item hierarchy, Activate Item Hierarchies in Purchasing [page ] 32 in preliminary step needs to be executed to activate item hierarchy.

Purpose PUBLIC 42
Caution After you switch to hierarchy view, you will not be able to change it back unless all items are deleted.
Procedure

Step # Fail /
Comment
1 Log On Log on to the SAP Fiori launchpad as a Purchaser role. The SAP Fiori launchpad
is displayed.
2 Access the SAP Open Manage Purchase Requisitions - Professional (F2229). The Manage Purchase
Fiori App Requisitions – Professional
screen is displayed.
3 Create Purchase Choose Create. The Purchase Requisition

Requisition screen is displayed.
4 Enter Purchase Req- On the screen, make the following entries:

uisition Data Go to the General Information area:
Document Type: Pur. Requisition
Case 1: Purchase In the Items area, choose Create and choose Service. Make the following entries for each item:
Service without Ma- On the Purchase Requisition Item screen.
terial Number
Go to the General Information area:
Item Description: Purchase service without material number
Plant: 5510
Acct Assignment Category: K
Note Purchase Requisition

Account Assignment Category P for account assignments to projects is also supported. In case budget availability control for a project is active
you may run into warning / error messages along the requisition process in case budget thresholds are exceeded. For further details on the bud-
get availability control for projects you can refer to 1NT - Project Control - Finance test script (component responsible: PPM-CNT).
Material Group: YBMM01

Go to the Quantity and Date area:
Quantity: <Quantity>, for example, 10

Purpose PUBLIC 43
Step # Fail /
Comment
Start Date: <Today>

End Date: <Today + 3 months>
Release Date: <Today>
Go to Valuation area:
Valuation Price: <Valuation Price>, for example, 10
Price Unit: <Price Unit>, for example, 1
Unit of Measure: <Unit of Measure>, for example, H
PO Price Type : <PO Price Type>, for example, As net price
Go to Account Assignment area:
Make the following entries: G/L Account: for example, 65100000 for material group YBMM01. The G/L Account will be determined automati-
cally.
Choose the line and go to next screen, make the following entry, then choose Apply.
Note If Account Assignment Category is P, enter your created WBS in test script 1NT - Project Control - Finance and 35F - Project Control –
Capital Projects. For further support or issue reporting, you can create an incident under PPM-CNT component.
WBS Element: <WBS Element>
Go to Contact Information area:

Choose Apply, then go back to Purchase Requisition screen.
Case 2: Purchase In the Items area, choose Create and choose Service. Make the following entries for each item:
Service with Mate- On the Purchase Requisition Item screen.
rial Number
Material: SM0001
Plant: 5510
Quantity: <Quantity> for example, 20
Start Date: <Today>

Purpose PUBLIC 44
Step # Fail /
Comment

Make the following entries: G/L Account: for example, 51600000 for materials with a material number, The G/L account will be determined auto-
matically.
Case 3: Purchase In the Limit Items area, choose Create and choose Service. Make the following entries for each item:
Service with Limits On the Purchase Requisition Limit item screen.
Item
Item Description: <Item Description>, for example, Service Procurement
Plant: 5510
Expected Value: 200
Overall Limit: 400
Contract for Limits(optional): enter the contract number (A purchase requisition limit item can be optionally created with reference to a contract.
The contract can be a a flat item contract or can contain item hierarchies (for example the contract created in Manage Model Product Specifications
(Optional) [page ] 34. In case of contract with Item hierarchies, you can add item from contract when you create SES. Please refer to Maintain Ser-
vice Entry Sheet with Flexible Workflow [page ] 69).
Go to the Requisition Period area:
Start Date: <Today>

Purpose PUBLIC 45
Step # Fail /
Comment

Case 4: Purchase In Items area, switch to Hierarchy List view by choosing Hierarchy List button on the right.
Service and Material Choose Create, choose Item Set, and make the following entries:
with Item Hierarchy
Item Description: for example, service item hierarchy level 1
Select item 10 and choose Create, choose Service. Item 20 will be created. Make the following entries:
On the Purchase Requisition Item screen, go to the General Information area:
Plant: 5510
Acct Assignment Category: Cost center(K)
Material: for example, SM0001
Go to Quantity and Date area:
Quantity: <Quantity>， for example, 20
Start Date: <Today>
Valuation Price: <Valuation Price>, for example, 20 MXN per 1H
Select the item 10, choose Create, choose Material
Item 30 will be created and you can make the following entries:
On the Purchase Requisition Item screen.
Plant: 5510
Material: for example, TG11

Purpose PUBLIC 46
Step # Fail /
Comment
Go to Quantity and Date area:

Start Date: <Today>
Valuation Price: <Valuation Price>, for example, 300 MXN per 1PC
Select the item 10, choose Create, choose Service.
Plant: 5510
Item description: for example, Service
Start Date: <Today>
Valuation Price: <Valuation Price>, for example, 100 MXN per H
PO Price Type: as net price
Unit of Measure: H

Purpose PUBLIC 47
Step # Fail /
Comment

You may create less than 5 level of item hierarchy, the fifth level has to be functional item, such as service or material.
6 Save Purchase Req- Choose Create. If you have popup messages, choose Create to confirm. The purchase Requisition
uisition is created.
Result
The purchase requisition is created.
Test Administration
Procedure
Case 1,2 and 3: Convert Purchase Requisition without Item Hierarchy to Purchase Order

Purpose PUBLIC 48
Step # Comment
1 Log on Log on to the SAP Fiori launchpad as a Purchaser role. The SAP Fiori launchpad displays.
2 Access the App Open Process Purchase Requisitions - Formerly Manage Purchase Requisitions (F1048). The Process Purchase Requisitions screen
displays the Purchase Requisition list.
3 Filter Item List Enter the purchase requisitions number in the Search area, then choose Go. The Purchase Requisition list is filtered to
show result.
Note Purchase Requisition can also be generated from scope item 4RF - Project Control - Resourcing and Procure-
ment. And if you encounter any account assignment P related issues, you can create an incident under PPM-CNT
component.
4 Assign Source of Supply On the Process Purchase Requisitions screen, go to Purchase Requisitions (X) area. The Purchaser Orders Preview is displayed.
Case 1: Purchase Service Go to the line of the Purchase Requisitions item and choose Edit.
without Material Number In the dialog box, make the following entries, then choose OK.
Supplier: 55300001
with Material Number In the dialog box, choose X Sources of Supply hyperlink.
On Select: Source of Supply screen, choose info record item for Supplier 55300001. Then system shows again the dia-
log box.
Choose OK.
with Limits Item In the dialog box, make the following entries, then choose OK.
Supplier: 55300001
5 Convert Purchase Requisi- Select the line item that needs to convert to PO and choose Create Purchase Order. The Process Purchase Requisitions screen
tion to Purchase Order displays.
6 Save Purchase Order On the Process Purchase Requisitions screen, make the following entries, then choose Save. Standard PO created under the number
Purchase Order Type: Standard PO 45xxxxxxxx.
Note If you want the purchase order to be assigned to an approver, then total PO amount higher than 500 MXN for
Purchasing Groups 003.
Case 4: Purchase Service and Material with Item Hierarchy

Purpose PUBLIC 49
Step # Fail /
Comment
1 Log on Log on to the SAP Fiori launchpad as a Purchaser. The SAP Fiori launchpad displays.
2 Access the App Open Assign and Process Purchase Requisitions (ME57). The Assign and Process Purchase
Requisitions screen displays.
3 Enter Purchase Enter the Purchase Requisitions number, make the following entries then choose Execute. The Purchase Requisition details
Requisition Scope of List: ALV showed in Assign and Process Pur-
chase Requisitions screen.
Exclude Hierarchy: Deselect
Assigned Purchase Requisitions: Select
4 Assign Source Select functional item and choose Assign Source of Supply. Source of supply is assigned.
of Supply Choose Source of Supply tab in Item Details, and choose Assign Source of Supply.
Select the line of contract created previously with item hierarchy.
Note If you didn't create contract with item hierarchy by executing step Manage Model Product Specifications (Optional) [page ] 34,
you may also create contract by reference to step Option D: Create Contract with Item Hierarchy [page ] 60.
Repeat this procedure for each item.

Choose Save.
5 Create Pur- In Assignment area, select items which have been assigned source of supply, and choose Create Purchase Order. The Create Purchase Order screen dis-
chase Order plays.
6 Adopt Purchase Choose Document Overview On if Document Overview section is not avaliable. Purchase requisition items are
Requisition In Document Overview area, choose Selection variant, select Purchase Requisitions. adopted.
Items
Enter purchase requisition number and choose Execute.
Choose Change Layout, select Short Text from Column Set, choose Show Selected Fields and then Transfer.
Select the highest level item of item hierarchy, for example item 10, and choose Adopt.
Note You can only select one item, otherwise you will get a message: Multiple items from the hierarchy documents
cannot be processed. If you have more than one item hierarchy or have included other items in purchase requisition, once an
item hierarchy is adopted, deselect the previously selected item first before you select the next item, and choose Adopt.
7 Create Pur- Make changes to items if necessary Your purchase order is created.
chaser Order Choose Save.

Purpose PUBLIC 50
Test Administration
Purpose
The purpose of this activity is to formalize a specific service requirement from supplier by creating a purchase order.
Prerequisite
For case 4, if you want to create purchase requisition with item hierarchy, Activate Item Hierarchies in Purchasing [page ] 32 in preliminary step needs to be executed to activate item hierarchy.
Procedure

Step # Comment
1 Log onto Fiori Launchpad Log on to the SAP Fiori launchpad as a Purchaser. The SAP Fiori launchpad displays.
2 Access the App Open Manage Purchase Orders (F0842A). The Manage Purchase Orders screen
is displayed.
3 Create Order Choose Create．

On the Purchase Order screen, make the following entries: screen displays.

Purpose PUBLIC 51
Step # Comment
In the Basic Data area:

Supplier: 55300001
Currency: MXN
Company Code: 5510
Note If you want the purchase order to be assigned to an approver, then total PO amount should be higher
than 500 MXN for Purchasing Groups 003;
You can choose one of the cases below.
Case 1: Purchase Service without Material In the Items area, choose Create
Number Short Text and make the following entries for each item:: for example, <Service Procurement>
Plant: 5510
Order Quantity: <Order Quantity> for example, 10 H
Net Order Price: <Net Order Price>, for example, 10
Choose the item and go to the Purchase Order Item screen.
Product Type Group: Service
Acct Assignment Cat.: Cost center
Go to Process Control area:
Goods Receipt: <Selected>
GR-Based Inv.Verif: <Selected>
Go to the Tax area:
Tax Code: 2O
Go to the Schedule Lines area:
Start of Performance Period: <Today>
End of Performance Period: <Today+30days>
Go to the Account Assignment area:
Choose Apply, then go back to Purchase order screen.

Purpose PUBLIC 52
Step # Comment
Case 2: Purchase Service with Material In the Items area, choose Create and make the following entries for each item:
Number Material: SM0001
Plant: 5510
Order Quantity: <Order Quantity> ,for example, 20 H
Choose select the item and go to the Purchase order Item screen.
Net Order Price: <Net Order Price> for example, 20
Go to the Tax area:
Tax Code: 2O
Choose Apply, then go back to Purchase order screen.
Case 3: Purchase Service with Limits Item In the Limit Items area, choose Create and make the following entries for each item:
Short Text: for example, <Service Procurement>
Expected Value: 200
Overall Limit: 400
Acct Assignment Cat.: Cost center (K)
Product Type Group: Service (2)
Plant: 5510
Choose the item and go to the Purchase Order Limit Item screen.

Purpose PUBLIC 53
Step # Comment
Go to the Tax area:

Tax Code: 2O
Choose Apply, then back to Purchase order screen.
Case 4: Purchase Service and Material In Items area, switch to Hierarchy List view by choosing Hierarchy List button on the right.
with Item Hierarchy Choose Create, choose Item Set, and make the following entries:
For Hierarchy Number 1/Item 10 :
Short Text: For example, Item Hierachy level 1
Select the item 10 and choose Create, choose Service. Item 20 will be created. Choose Details at the right
side of item 20, make the following entries:
Material: for example, SM0001, and then choose Enter
Plant: 5510
Order Quantity: <Quantity> for example, 20 H
Net Order Price: for example, 20 MXN per 1H
Price Unit: 1H
Account Assignment Category: Cost center(K)
Goods-Receipt-Based Invoice Verification: <Selected>
Invoice Receipt: <Selected>
Go to the Tax area:
Tax Code: <your tax code>
Choose the line and go to Purchase Order Item Account Assignment screen, make the following entry,

Purpose PUBLIC 54
Step # Comment

Choose Apply, then back to New Purchase Order screen.
Select the item 10, choose Create, choose Material
Item 30 will be created and choose Details, you can make the following entries:
On the Purchase Order Item screen.
Material: for example, TG11， choose Enter.
Plant: 5510
Order Quantity: <Quantity> for example, 10 PC
Net Order Price: for example, 15 MXN per 1PC
Goods-Receipt-Based Invoice Verification: <Selected>
Go to the Delivery Details area:
Storage Location: <Blank>
Go to the Tax area:
Go to Supplier Confirmation Control area,
Confirmation Control: <Blank>
Choose Apply, then back to New Purchase orderscreen.
Select the item 10, choose Create, choose Service
Short Text: for example, Service
Plant: 5510
Order quantity: <Quantity> for example, 5 H
Net Order Price: for example, 30 MXN per 1 H

Purpose PUBLIC 55
Step # Comment
Price Unit: 1 H
Item Category: Standard,
Goods-Receipt Based Invoice Verification: <Selected>
Go to the Tax area:
Choose Apply, then go back to New Purchase Orderscreen.
You may create less than 5 level of item hierarchy, the fifth level has to be functional item, such as service
or material.
4 Check Purchase Order for Completeness On the Purchase Order screen, choose Messages.
If the system displays an error message, please correct the purchase order;
If no error message appears, the purchase order can be submitted.
5 Save Purchase Order Choose Order. The purchase order is created.
4.1.4 Option C: Create Purchasing Contract
Test Administration

Purpose PUBLIC 56
Purpose
In this procedure, you create contract with free text.
Procedure
1 Log on Open the SAP Fiori launchpad as a Purchaser. The SAP Fiori launchpad is displayed.
2 Access the App Open Manage Purchase Contracts (F1600A) Manage Purchase Contracts screen is displayed.
3 Create Contract Choose Create to create contract. Purchase Contract screen is displayed.
4 Enter Contract Information Make the following entries and Choose Create: The purchase contract is created.
On the General Information tab:
Contract Type: for example, CMK
Supplier : 55300001
Currency: MXN
Company Code: 5510
Valid From: Start date of the contract, for example, Today
Valid To: End date of the contract, for example, Today+30
On Delivery and Payment Terms Tab:
Target Value: 500 MXN
Payment Terms: for example, 0001
On the Items Tab:
Choose Create to create contract items, choose the line and go to next screen.
Item Category:Standard
Product Type Group: Service

Purpose PUBLIC 57
Material Description: Service Contract

Plant: 5510
Net Order Price: 10MXN
Price Unit : 1 H
Target Quantity: 50 H
Goods Receipt: Yes
Choose Apply, then choose Create on the main screen.
4.1.5 Option C: Create Purchase Order
Test Administration
Purpose
In this procedure, you create purchase order with limit items and then assign the contract.

Purpose PUBLIC 58
Procedure
# ment
1 Log on Open the SAP Fiori launchpad as a Purchaser. The SAP Fiori launchpad is displayed.
2 Access the App Open Manage Purchase Orders (F0842A). Manage Purchase Orders screen is dis-
played.
3 Create Purchase Order Choose Create to create purchase order. New Purchase Order screen is displayed.
4 Enter Purchase Order Informa- Make the following entries and Choose Save: The purchase order is created.
tion On the General Information tab:
Supplier: 55300001. Press Enter.
Currency: MXN
Company Code: 5510
On the Limit Items Tab:
Choose Create to create purchase order iterms
Short Text: for example, Service Contract PO
Plant: 5510
Expected Value: 50MXN
Overall Limit : 200.00MXN
Acct Assignment Cat.:Cost Center (K)
Product Type Group : Service (2)
Plant： 5510
Material Group： YBMM01
Choose the limit items row for more details on tabs of Process Control, Source of Supply, Tax and Account
Assignment.
Goods receipt : Yes
GR-Based Inv. Verif. :Yes
Invoice receipt: Yes
Contract for Limit: Contract number created in previous steps.
Tax Code: 2O
Choose Apply and Order.

Purpose PUBLIC 59
4.1.6 Option D: Create Contract with Item Hierarchy
Test Administration
Purpose
In this procedure, you create contract with item hierarchy .
Prerequisite
You need to execute Activate Item Hierarchies in Purchasing [page ] 32 in preliminary step to activate item hierarchy.
Procedure

Step # Comment
1 Log on Log on to the SAP Fiori Launchpad as a Purchaser. The SAP Fiori launchpad is dis-
played.
2 Access the App Open Manage Purchase Contracts (F1600A). Manage Purchase Contracts screen
is displayed.
3 Create Contract Choose Create to create contract. Purchase Contract screen is dis-

Purpose PUBLIC 60
Step # Comment
played.
4 Enter Contract In- Make the following entries and choose Save: The purchase contract is created.
formation On the General Information tab:
Contract Type: for example, CMK
Valid From: Start date of the contract, for example, Today
Valid To: End date of the contract, for example, Today+30
Supplier : 55300001
On Delivery and Payment Terms Tab:
Payment Terms: for example, 0001
Target Value: 5000 MXN
5 Enter Contract Item In the Item tab, choose Hierarchy List button on the right. The Purchase Contract created
Details Choose Create, choose Item Set, and make the following entries:
Item : 10
Short Text: For example, Test Hierarchy
Select the item 10 (Hierarchy Number 1) and choose Create then choose Material. Item 20 will be created. Choose Details, make
the following entries in Purchase Contract Items screen:
Material: for example, TG11
Plant: 5510
Net Order Price: 13 MXN
Price Unit : 1 pc
Target Quantity: 50 PC
Goods Receipt: Selected
Invoice Receipt: Selected
GR-Based Invoice Verification: Selected
Choose the line and go to Account Assignment screen, make the following entry, then choose Apply.

Purpose PUBLIC 61
Step # Comment
Choose Apply
Item 30 will be created, choose Details and you can make the following entries:
Material: for example, SM0001
Plant: 5510
Price Unit : 1 H
Target Quantity: 50 H
On Purchase Contract Item screen, Choose Apply.
Item 40 will be created, choose Details and you can make the following entries:
Plant: 5510
Material Description: For example, Service
Price Unit : 1 H
On the GR/ IR Control tab:

Purpose PUBLIC 62
Step # Comment
You may create less than 5 level of item hierarchy, the fifth level has to be functional item, such as service or material.
6 Create Contract Choose Create on the main screen to create contract. Your contract is created.
4.1.7 Option D: Create Purchase Order with Item Hierarchy from Contract
Test Administration
Purpose
In this procedure, you create purchase order with item hierarchy from contract.
Procedure
1 Log on Log on to the SAP Fiori Launchpad as a Purchaser. The SAP Fiori launchpad is displayed.
2 Access the App Open Manage Purchase Contracts (F1600A). Manage Purchase Orders screen is displayed.

Purpose PUBLIC 63
3 Create Purchase Order Select the contract created previously, choose Create Purchase Order. Your purchase order is created.
Go to Hierarchy Items area, choose Details for each service item, and make following entry:
Order Quantity : Your order quantity
Under Tax tab, enter:
For item of material TG11:
Choose Details, and make following entry:
Order Quantity : Your order quantity
Under Tax tab, enter:
Go to Delivery Details area:
Storage Location:remove the value
Go to Supplier Confirmation Control area:
Confirmation Control: remove the value
Otherwise, you are not able to create service entry sheet for this item.
Choose Order.
Test Administration
Purpose
The purpose of this activity is to change an existing purchase order.

Purpose PUBLIC 64
Procedure

Step # Comment
1 Log on Log on to the SAP Fiori launchpad as a Purchaser. The SAP Fiori launchpad
displays.
2 Access the App Open Manage Purchase Orders (F0842A). The Manage Purchase
Orders screen displays.
3 Search for Purchase Enter your purchase order number in the search area, then choose Go.
Order
4 Choose Purchase Choose the row for the purchase order you want to change, then go to Purchase Order screen. The Purchase Order
Order Choose Edit. screen displays.
The purchase order is
opened in change mode.
5 Change Purchase Change certain field values of the purchase order. The purchase order val-
Order If you will maintain service entry sheet later on for the purchase order, it is necessary to set the indicators as Yes for Goods Receipt and Goods-Re- ues are changed.
ceipt-Based Invoice Verification on the Process Control tab of the PO item
Note If you don’t need to maintain service entry sheet in the process, please make these two indicators blank, and skip service entry sheet related
step Maintain Service Entry Sheet with Flexible Workflow [page ] 69, Approve Service Entry Sheet with Flexible Workflow [page ] 72 and
Check Service Entry Sheet Details(Optional) [page ] 73.
For material items, such as material TG11, if you want to include this item in service entry sheet, you need to go to item details, and make sure the
following fields are blank:
Go to the Delivery Details area:
Storage Location: <blank>
Go to Supplier Confirmation Control area:
Confirmation Control: <blank>
For each item, go to Tax tab to check if tax code is correct, if not, please update it.
For service, Tax code: <your tax code> .
For material: Tax Code: <your tax code>.
6 Check Purchase Or- On the Purchase order screen, choose the Messages.
der for Complete- If the system displays an error message, please correct the purchase order;
ness
If no error message occurs, the Purchase order can be submitted.

Purpose PUBLIC 65
Step # Comment
7 Save Purchase Order Choose Order. The purchase order is

created.
Test Administration
Purpose
In the activity, the Purchasing Manager releases a purchase order.

A prerequisite is the existence of a purchase order that can be released. Purchasing group is 003 and all purchase orders with a total value of 500 MXN or more require an approval.
Procedure
1 Log On Log on to the SAP Fiori launchpad as a Purchasing Manager. The SAP Fiori launchpad is displayed.
2 Access the App Open My Inbox - All Items (F0862). A list of existing Purchase Orders is displayed.
3 Search for Purchase Order Status Make the following entry and choose Enter: The Purchase Order is displayed.
Search: <Purchase Order number>

Purpose PUBLIC 66
4 Approve Purchase Order Select the Purchase Order on the left side of the screen and choose Approve at the bottom right. The Submit Decision screen is displayed.
5 Enter Approve Reason Enter approve reason if necessary, and then choose Submit. The purchase order is approved.
4.1.10 Check Purchase Order Approval Details (Optional)
Test Administration
Purpose
The purpose of this activity is to check an existing purchase order's approval details.
Procedure
2 Access the App Open Manage Purchase Orders (F0842A). The Manage Purchase orders screen is displayed.
3 Search for Purchase Order Enter the Purchase order number in the search area, then choose Go.
4 Choose Purchase Order Choose the row for the Purchase Order you want to preview, then go to Purchase Order screen. The Purchase Order screen is displayed.

Purpose PUBLIC 67
5 Check Approval Details Go to the Approval Details area and check the approval information. The purchase order's approval details display.
Test Administration
Purpose
The purpose of this activity is to preview an existing purchase order form.
Procedure
Test Step # Test Step Name Instruction Expected Result Pass/Fail/Comment
1 Logon to Fiori Launchpad Log on to the SAP Fiori launchpad as a Purchaser. The SAP Fiori launchpad is displayed.
5 Preview the Purchase Order Go to the Output Management tab. The Purchase Order is opened in PDF format.
In the Output Details area, choose Display document in the Display column.

Purpose PUBLIC 68
Test Step # Test Step Name Instruction Expected Result Pass/Fail/Comment
Choose Show Details if Display button/column is not showed.
Test Administration
Purpose
In this activity, you report the performed services in the service entry sheet.
Procedure

Step # Comment
1 Log on Log on to the SAP Fiori launchpad as a Purchaser. The SAP Fiori launchpad is
displayed.
2 Access the App Open Manage Service Entry Sheets - Lean Services (F2027). The Manage Service Entry
Sheets screen is displayed.
3 Enter Field Values Choose Create.

On the Service Entry Sheet screen, make the following entries, then choose Enter:
Name of Service Entry Sheet : <SES Name> , for example, Vincent Sun

Purpose PUBLIC 69
Step # Comment
Reference Purchase Order : <Purchase order you created>

Select items you needed in Add Purchase Order Items and click Add.
Note For purchase order with item hierarchy, you may select hierarchy item to include all functional items under this hierar-
chy, or expand node to select functional item per your need.
Option A In the Items area, make the following entries for each item:
Case 1: Purchase service with- Performance Period: <Today>-<Today>
out material number Stated Quantity: < Stated Quantity >, for example,10
Case 2: Purchase service with
material number
Option B Without Contract for Limit in Purchase Order

Case 3: Purchase service with In the Items area, make the following entries for each item:
Limits item Option 1:
Product: <Blank>
Option 2:
Product: <Product>, for example, SM0001
Note If you enter value for Product:

1. The Product should be a service material.
2. The material group of the product should be the same as purchase order limit items (product type group 2).
Performance Period: <Today>-<Today>

Stated Quantity: < Stated Quantity >, for example,10 H
Price Per Unit: 10
Net Order Price: xx MXN
Price Unit: H
With Contract for Limit in Purchase Order
In Items area, go to Item Details, and make the following entries under Source of Supply tab:
Purchase Contract Item: press F4 to search your value, select the item and choose Enter.
Under General Information tab:
Stated Quantity: <Stated Quantity>, for example,10 H
Optionally, you may add item from purchase contract:

Purpose PUBLIC 70
Step # Comment
Choose Add Items from Purchase Contract. Enter contract number which assigned to the purchase order to filter the purchase
contract items, choose Go. Select items you needed on the pop-up window Add Purchase Contract Items and click Add.
Make the following entries for each item:
Stated Quantity: < Stated Quantity>, for example, 5
Case 4: Purchase Service and In the Items area, make the following entries for each service item:
Material with Item Hierarchy Performance Period: <Today>-<Today>
Stated Quantity: < Stated Quantity >, for example, 5
For material items like material TG11, make following entries:
Performance Period: delivery date is set as default date, you may change it
Stated Quantity: <Stated Quantity , for example, 5
Add Attachments in the Service You can upload files using the Upload or Add a Link to the service entry sheet and view the existing attachments.
Entry Sheet (Optional) ● on the header level
(go to tab Attachments) and
● on the item level
(go to tab Items, open the details and go to tab Attachments).
If no longer required you can delete the attachments.
You can view the attachments and save them on your own device regardless of the status of the service entry sheet.
But you can add and delete attachments only if you edit the service entry sheet.
That means that the service entry sheet must be in status In Process.
4 Save the Service Entry Sheet Choose Create. Service Entry Sheet is saved.
If there is any warning message pops up, update the service entry sheet according to the warning message or ignore them by
choosing Create.
5 Send to Approval Choose Send for Approval. Service Entry Sheet is sent for
approval.
6 Check Service Entry Sheet Sta- On the Manage Service Entry Sheets screen. Check the Service Entry Sheet
tus Search for Service Entry Sheet created above. status.
Check the status.

If the status is Approved, please skip the step Approve Service Entry Sheet with Flexible Workflow [page ] 72.
Note If the Total net amount of this service entry sheet smaller than the value set in step Configure Flexible Workflow for
Service Entry Sheets [page ] 14 . The system will automatically release of Service Entry Sheet.

Purpose PUBLIC 71
Test Administration
Purpose
In this activity, the service entry sheet is approved by the company. When this is done, the vendor can send an invoice for the approved amount to the service provider.
These flexible workflows have been configured in Preliminary Step Configure Flexible Workflow for Service Entry Sheets [page ] 14 using the tile Manage Workflows for Service Entry Sheets.
Note
1. The ordered amount will be converted using system exchange rate to the workflow currency. Then it will be compared with workflow condition.
2. If this particular user doesn’t have My Inbox APP, you need to assign business catalog SAP_CA_BC_MYINBOX_PC and SAP_MM_BC_SES_WIAPPROVE_PC to the business role of the
user. This is necessary in order to enable the user to process incoming approval requests in regards to the workflow for the service entry sheet.
Table 6:
Cases Triggering conditions Workflow sequence Business role
Automatic Release of Service Entry Sheet Total net amount of service entry sheet is smaller than or equal to 1000 MXN. Automatically by system N/A
Release of Service Entry Sheet (multi-step approval) Total net amount of service entry sheet is greater than 1000 MXN. 1st Creator of Purchase Order Purchaser
2nd Project Manager - Professional Services Project Manager - Professional Services

Purpose PUBLIC 72
Procedure
# ment
1 Log onto Fiori Launchpad Log on to the SAP Fiori launchpad using the role used in the above table. The SAP Fiori launchpad is displayed.
2 Access App Open My Inbox - All Items (F0862). The My Inbox screen is displayed.
3 Check Service Entry Sheet Status A list of already created Service Entry Sheets is displayed. The List of Service Entry Sheets screen is dis-
Search your created Service Entry Sheet with In Approval Status. played.
4 Approve or Reject Service Entry On the Service Entry Sheet screen and confirm you created Service Entry Sheet XXXXX. Service Entry Sheet is approved or rejected.
Sheet Optional： Go to the Attachment section to check if the attachment is uploaded when the SES is
created.
Choose Release or choose Reject.
On the Submit Decision screen, add note if necessary and choose Submit.
Test Administration
Purpose
The purpose of this activity is to check an existing Service Entry Sheet's approval and business process flow details.

Purpose PUBLIC 73
Procedure
2 Access the App Open Manage Service Entry Sheets - Lean Services (F2027). The Manage Service Entry Sheets screen is displayed.
3 Search for Service Entry Sheet Enter the Service Entry Sheet number in the Search area, then choose Go.
4 Choose Service Entry Sheet Choose the row of the Service Entry Sheet you want to preview. The Service Entry Sheet screen is displayed.
5 Check Approval Details Go to the Approval Details area and check the approval information. The Service Entry Sheet’s approval details are displayed.
6 Check Process Flow Go to the Process Flow area and check the process flow information. The Service Entry Sheet's process flow details are displayed.

In this activity, you create the supplier invoice with PO/GR relation. You have the below options to create the supplier invoice:
Note Follow below procedure to create an individual invoice. If need to mass upload supplier invoice, please refer to scope item Accounts Payable(J60)
Option Option Name Context
Option Option A: Create Supplier Invoice with PO/GR Relation [page ] 74 This function is used for direct posting of supplier invoice.
A
Option Option B : Create Supplier Invoice with PO/GR relation – Save As Completed (Optional) [page ] The supplier invoice is a legal document if you need it checked by defined set of approvers before posting.
B 76
4.1.15.1 Option A: Create Supplier Invoice with PO/GR Relation
Test Administration

Purpose PUBLIC 74
Purpose
The supplier sends an invoice for the service delivered.

This invoice must be booked against the purchase order and verified with the entry sheet.
Additionally, it is possible to insert a note in multiple languages when creating a supplier invoice via app Create Supplier Invoice. The note can be saved when holding, parking, saving, or posting
the invoice, and it can be read when displaying the invoice.
Now if you move the mouse to the Invoicing Party in the header of the supplier invoice, then click the Invoicing Party, the Company Data with Address and Contact Details are displayed.
Procedure

Step # Comment
1 Log on Log on to the Fiori launchpad as an Accounts Payable Accoun- The SAP Fiori launchpad is dis-
tant played.
2 Access the App Open Create Supplier Invoice (F0859). The Create Supplier Invoice
3 Enter General Data On the Create Supplier Invoice screen, make the following en-
tries:
Transaction : Invoice
Company Code : 5510
Invoice Date: <Today>
Reference: <Fill the supplier Invoice Number>
4 Enter Purchase Order Reference Choose one of the below options to enter reference:
Option 1:
Go to the Purchasing Document References area:
Reference Document Category :Purchase Order/Sched-
uling Agreement

Purpose PUBLIC 75
Step # Comment
Purchase Order/Scheduling Agreement: <Purchase Order

you created>
Choose Enter.
Option 2:
Reference Document Category :Service Entry Sheet - Lean Services
Service Entry Sheet: <Service Entry Sheet you created>
Note You can choose Assignment Options to select Multiple SES items.
Choose Assignment Options. Then on the Assignment Options screen, you can select
multiple Service Entry Sheets from the value help.
Choose Enter.
5 Check Invoice Items Go to Invoice Items, and check the Amount, Quantity and Tax
Code.
Tax code: <same with tax code in PO >
6 Enter Gross Invoice Amount Go to the General information area:

Gross Invoice Amount: <Total amount in PO in-
cluding Tax>
7 Add Notes (Optional) Enter notes on Note tab if you want to add more detailed long
text for the supplier invoice.
8 Post Invoice Choose Post. The system message is displayed.
4.1.15.2 Option B : Create Supplier Invoice with PO/GR relation – Save As Completed (Optional)
The supplier invoice is a legal document if you need it checked by defined set of approvers before posting.

Purpose PUBLIC 76
4.1.15.2.1 Create Supplier Invoice with PO/GR Relation
Test Administration
Purpose
The vendor sends an invoice for the service delivered.

Procedure

Step # Comment
1 Log on Log on to the Fiori launchpad as an Accounts Payable Accountant The SAP Fiori launchpad is
displayed.
3 Enter General Data On the Create Supplier Invoice screen, make the following entries:
Company Code : 5510

Purpose PUBLIC 77
Step # Comment
4 Enter Purchase Or- Go to the Purchasing Document References area:

der Reference Reference Document Category :Purchase Order/Scheduling Agreement
Purchase Order/Scheduling Agreement: <Purchase Order you created>
Choose Enter.
5 Check Invoice Items Go to Invoice Items/Standard, and check the Amount, Quantity and Tax Code.
Tax code: <same with tax code in PO>
6 Enter Gross Invoice Go to the General information area:

Amount Gross Invoice Amount: <Total amount in PO including Tax>
7 Add Notes (Op- Enter notes on Note tab if you want to add more detailed long text for the supplier invoice.
tional)
8 Post Invoice Choose Messages. The system message is dis-

played.
Note Please note whether the system have the message Price too high (tolerance limit of XXX exceeded)which
will impact the following steps.Release Completed Supplier Invoice (Optional).
Choose Save as Completed.
Note You can choose Park to park the invoice first. After that, you can edit the created supplier invoice to choose Save as Completed.
4.1.15.2.2 Release Completed Supplier Invoice
Purpose
In this activity, if the system displays message Price too high (tolerance limit of XXX exceeded) when you run Save As Completed, please choose Option A, otherwise choose
Option B.
Note Only choose either option A or B.
Once the blocked supplier invoice is released, you could check details on the Approval Details tab of the corresponding supplier invoice via the Supplier Invoices List app.

Purpose PUBLIC 78
Table 7: Option A
No Workflow Sequence Business Role
.
1 Release by Purchaser Purchaser
Note If this particular user doesn’t have My Inbox APP, you need to assign business catalog SAP_MM_BC_INV_WIAPPROVE_PC and SAP_MM_BC_INV_DOC_DSP_PC to the
business role of the user. This action is also required for other invoice workflow.
2 Release by Cost Center Re- Approver is set in preliminary step Update Cost Center for User Responsible [page ] 20.
sponsible
3 Release by Profit Center Approver is set in preliminary step Update Profit Center for User Responsible [page ] 21.
Responsible
Table 8: Option B
No. Workflow sequence Business Role
1 Release by Cost Center Responsible Approver is set in preliminary step Update Cost Center for User Responsible [page ] 20.
2 Release by Profit Center Responsible Approver is set in preliminary step Update Profit Center for User Responsible [page ] 21.
4.1.15.2.2.1 Reject Supplier Invoice (Optional)
Test Administration

Purpose PUBLIC 79
Procedure

Step # Comment
1 Log On Log on to the SAP Fiori launchpad as approver set in Release Completed Supplier Invoice [page ] 78 The SAP Fiori launchpad
is displayed.
2 Access the SAP Open My Inbox - All Items (F0862). The My Inbox screen is
Fiori App displayed.
Note If this particular user doesn’t have My Inbox APP, you need to assign business catalog SAP_MM_BC_INV_WIAPPROVE_PC and
SAP_MM_BC_INV_DOC_DSP_PC to the business role of the user. This action is also required for other invoice workflow.
3 Check Supplier Search for supplier invoice created above. The List of Supplier In-
Invoice Status voice is displayed.
4 Reject Supplier On the Release of Completed Invoice XXXXXXXX screen, choose Reject at the bottom of the screen. Task successfully pro-
Invoice On the Submit Decision screen, add note if necessary and choose Submit. cessed.
4.1.15.2.2.2 Rework Supplier Invoice (Optional)
Test Administration

Purpose PUBLIC 80
Procedure

Step # Comment
1 Log On Log on to the Fiori launchpad as an Accounts Payable Accountant. The SAP Fiori launchpad is displayed.
2 Access the SAP Fiori App Open Supplier Invoices List (F1060A). The Supplier Invoices List screen is dis-
played.
3 Search and Select for Sup- Search for supplier invoice created above. Enter rejected Supplier invoice number into Invoice Document No The Supplier Invoice is displayed.
plier Invoice and then choose Go. Select the invoice.
5 Edit Supplier Invoice Choose Edit to update invoice, for example Reference or correct Gross Invoice Amount. Supplier Invoice is updated and saved as
Then choose Save as Completed at the bottom of the screen. completed again.
4.1.15.2.2.3 Release Completed Supplier Invoice
Test Administration
Purpose
If Save as Completed is chosen in the previous step, then the supplier invoice needs to be checked and posted.
Once the blocked supplier invoice is released, you could check details on the Approval Details tab of the corresponding supplier invoice via the Supplier Invoices List app.

Purpose PUBLIC 81
Procedure

Step # Comment
1 Log on Log on to the SAP Fiori launchpad as approver set in Release Completed Supplier Invoice [page ] 78 The SAP Fiori launchpad
is displayed.
2 Access the App Open My Inbox - All Items (F0862). The My Inbox screen is
displayed.
Note If this particular user doesn’t have My Inbox APP, you need to assign business catalog SAP_MM_BC_INV_WIAPPROVE_PC and
SAP_MM_BC_INV_DOC_DSP_PC to the business role of the user. This action is also required for other invoice workflow.
3 Check Supplier Search for supplier invoice created above. The List of Supplier In-
Invoice Status voice is displayed.
4 Approve Supplier On the Release Completed Invoice XXXXXXXX screen, choose Release. Task successfully pro-
Invoice On the Submit Decision screen, add note if necessary and choose Submit. cessed.
Test Administration
Procedure
This step is to release the blocked supplier invoice. Once the blocked supplier invoice is released, you can check the details on the Approval Details tab of the corresponding supplier invoice via the
Supplier Invoices List (F1060A) app.

Purpose PUBLIC 82
1 Log onto SAP Fiori launchpad Log on to the SAP Fiori launchpad as approver set in preliminary step. The SAP Fiori launchpad is displayed.
Note The approver is set in preliminary step Update Cost Center for User Responsible [page ] 20.
2 Access the App Open My Inbox - All Items (F0862) The My Inbox screen is displayed.
3 Check Supplier Invoice Status Search for the supplier invoice created above. The List of Supplier Invoice is displayed.
4 Approve Supplier Invoice On the Release Blocked Invoice XXXXXXXX screen, choose Release. Task is successfully processed.
4.2 Multiple Account Assignment for Procurement of Services
Test Administration
Purpose
Purchase Requisition can be created manually.

Purpose PUBLIC 83
Procedure
# ment
1 Log On Log on to the SAP Fiori launchpad as a Purchaser role. The SAP Fiori launchpad is displayed.
2 Access the App Open Manage Purchase Requisitions - Professional (F2229). The Manage Purchase Requisitions – Professional screen
is displayed.
3 Create Purchase Requisition Choose Create. The Purchase Requisition screen is displayed.
4 Enter Purchase Requisition Data On the Purchase Requisition screen, make the following entries: The Purchase Requisition screen is displayed.
Case 1: Purchase Service with Single Account In the Items area, choose Add and choose Service. Make the following entries
Assignment for each item:
Item Description: Purchase service without material number
Material: SM0001
Plant: 5510
Choose Enter, then make the following entries:
Distribut. Indicator: Single Account Assignment
Start Date: <Today>
Unit of Measure: <Unit of Measure>, for example, H
Goods Receipt is Expected: <selected>
Invoice Receipt is Expected: <selected>

Purpose PUBLIC 84
# ment
Go to Account Assignment area.

Choose the line and go to next screen, make the following entry, then choose
Apply.
Case 2: Purchase Service with Multi-Account In the Items area, choose Add and choose Service. Make the following entries
Assignment for each item:
Material: SM0001
Plant: 5510
Choose Enter, then make the following entries:
Distribut. Indicator: Distribution by percentage
Start Date: <Today>
Go to Account Assignment area: Choose Create.
In the line of Assgnt No 1:
Distribution (%):70
In the line of Assgnt No 2:
Distribution (%):30

Purpose PUBLIC 85
# ment

5 Save Purchase Requisition Choose Create. The purchase requisition is created.

Ignore warning Enter a service performer
Choose Create.
Result
The purchase requisition is created.
Test Administration

Purpose PUBLIC 86
Procedure

Step # Comment
1 Log on Log on to the SAP Fiori launchpad as a Purchaser. The SAP Fiori launchpad displays.
2 Access the App Open Process Purchase Requisitions - Formerly Manage Purchase Requisitions (F1048). The Manage Purchase Requisitions screen displays the
Purchase Requisition list.
3 Filter Item List Enter the Purchase Requisitions number in the Search area, then choose Go. The Purchase Requisition list is filtered to show result.
4 Assign Source of Supply On the Manage Purchase Requisitions screen, go to Purchase Requisitions (X) area. The Purchaser Orders Preview is displayed.
Go to each line of the Purchase Requisitions item and choose Edit.

In the dialog box, make the following entries, then choose Save.
Desired Supplier: 55300001
5 Convert Purchase Requisition to Select the line item that needs to convert to PO and choose Create Purchase Order. The Manage Purchase Requisitions screen displays.
Purchase Order
6 Save Purchase Order On the Process Purchase Requisitions screen, make the following entries, then choose Save. Standard PO created under the number 45xxxxxxxx.
Purchase Order Type: Standard PO
Note If you want to purchase order to be assigned to an approver, then total PO amount higher
than 500 MXN for Purchasing Groups 003.
Test Administration

Purpose PUBLIC 87
Purpose
The purpose of this activity is to formalize a specific requirement for a service from the vendor by creating a purchase order.
Procedure

Step # Comment
1 Log on Log on to the SAP Fiori launchpad as a Purchaser role. The SAP Fiori launchpad dis-
plays.
2 Access the App Open Manage Purchase Orders (F0842A). The Manage Purchase Orders
screen displays.
3 Create Purchase Order Choose Create．

On the Purchase order screen, make the following entries:
In the Basic Data area:
Supplier: 55300001
Currency: MXN
Company Code: 5510
Note If you want the purchase order to be assigned to an approver, then the total PO amount should be higher
than 500 MXN for Purchasing Groups 003;
You can choose one of the cases below.
Case 1: Purchase Service with Single In the Items area, choose Create and make the following entries:
Account Assignment Short Text: for example, <Service Procurement>
Material: SM0001
Plant: 5510
Choose the item and go to the Purchase Order Item screen.

Purpose PUBLIC 88
Step # Comment

Go to the Tax area:
Tax Code: 2O
Case 2: Purchase Service with Multi-Ac- In the Items area, choose Create and make the following entries:
count Assignment Material: SM0001
Plant: 5510
Choose the item and go to the Purchase order Item screen.
Goods Receipt: Yes
GR-Based Inv.Verif: Yes
Go to the Tax area:
Tax Code: 2O
Choose Create. The second line displays.

Purpose PUBLIC 89
Step # Comment
In the line of Account Assgnt No 1:

Distribution (%):70
In the line of Account Assgnt No 2:
Distribution (%) : 30
4 Check Purchase Order Completeness On the Purchase order screen, choose Messages.
If the system displays an error message, please correct the purchase order;
Test Administration
Purpose

Purpose PUBLIC 90
Procedure

Step # Comment
1 Log on Log on to the SAP Fiori launchpad as a Purchaser. The SAP Fiori launchpad dis-
plays.
2 Access the App Open Manage Purchase Orders (F0842A). The Manage Purchase orders
screen displays.
3 Search for Purchase Or- Enter the Purchase order number in the search area, then choose Go.
der
4 Choose Purchase Order Choose the row for the Purchase Order you want to change, then go to Purchase Order screen. The Purchase Order screen dis-
Choose Edit. plays.
The Purchase Order is opened
in change mode.
5 Change Purchase Order Change certain field values of the Purchase Order. The Purchase Order values are
If you will maintain Service Entry Sheet later on for the purchase order, it is necessary to set the indicators as Yes of Goods Receipt changed.
and Goods-Receipt-Based Invoice Verification on the Process Control tab of the PO item
6 Check Purchase Order On the Purchase order screen, choose the Messages.
Completeness If the system displays an error message, please correct the purchase order;
Test Administration

Purpose PUBLIC 91
Purpose
In this activity, the purchasing manager releases a purchase order.

As a prerequisite, you must have a purchase order that can be released. Purchasing group 003 and all purchase orders with a total value of 500 MXN or larger require an approval.
Procedure
1 Log on Log on to the SAP Fiori launchpad as a Purchasing Manager. The SAP Fiori launchpad is displayed.
5 Enter Approval Reason Enter approval reason if necessary, and then choose Submit. The Purchase Order is approved.
Test Administration

Purpose PUBLIC 92
Purpose
Procedure
3 Search for Purchase Order Enter purchase order number in search area, then choose Go.
5 Check Approval Details Go to the Approval Details area and check approval information. The purchase order's approval details are displayed.
Test Administration
Purpose

Purpose PUBLIC 93
Procedure
5 Preview the Purchase Order Go to the Output Management tab. The Purchase Order is opened in PDF format.
In the Output Details area, choose Display document in the Display column.
Test Administration
Purpose

Purpose PUBLIC 94
Procedure

Step # Comment

On the Service Entry Sheets screen, make the following entries, then choose Enter:
Name of Service Entry Sheet: <SES Name> , for example, Vincent Sun
Case 1: Purchase Service In the Items area, make the following entries for each item: The Single Account Assignment changed to Multi-Ac-
with Single Account Assign- Performance Period: <Today>-<Today> count Assignment on the Service Entry Sheet item level is
ment updated.
Stated Quantity: < Stated Quantity >, for example,10
Note If the single account assignment needs to be changed to Multi-accounting in Service Entry
Sheet, please run this step.
On the Service Entry Sheet screen, go to the Items area. Choose the line of Items.
On the Service Entry Sheet Item screen, go to the General Information area. Choose one of the cases be-
low for different account assignment distribution:
Option 1:
Account Assignment Distribution: Distribution by percentage.
Choose Enter.
Go to the Account Assignment area, and choose Add.
In the line of Assgnt Assgmt No 1:
Choose Apply.

Purpose PUBLIC 95
Step # Comment
Option 2:
Account Assignment Distribution: Distrib. on quantity basis.
Choose Enter.
Go to the Account Assignment area, and choose Add.
Quantity : <Quantity>, for example,5
Quantity : <Quantity>, for example,5
Choose Apply.
Case 2: Purchase Service In the Items area, make the following entries for each item: The Account Assignment Distribution on the Service En-
with Multi-account Assign- Performance Period: <Today>-<Today> try Sheet item level is updated.
ment
Stated Quantity: <Stated Quantity>, for example, 10
Note If the Multi-account assignment distribution needs to be updated in Service Entry Sheet, please
run this step.
On the Service Entry Sheet screen, go to the Items area. Choose the line of Items.
On the Service Entry Sheet Item screen, go to the General Information area. Choose one of the cases be-
low for different account assignment distribution:
Option 1:
Account Assignment Distribution: Distribution by percentage.
Choose Enter.
In the Distribution (%) column, update the Distribution percentage value based on business requirement.
Choose Apply.
Option 2:
Account Assignment Distribution: Distrib. on quantity basis.
Choose Enter.
In the Quantity column, update the Quantity value based on business requirement.

Purpose PUBLIC 96
Step # Comment
Choose Apply.
Add Attachments in Service You can upload files using the Upload or Add a Link to the service entry sheet and view the existing at-
Entry Sheet (Optional) tachments.
● on the header level
You can view the attachments and save them on your own device regardless of the status of the service
entry sheet.
5 Save Service Entry Sheet Choose Save . Service Entry Sheet is saved.
6 Send to Approval Choose Send to Approval. Service Entry Sheet is sent for approval.
7 Check Service Entry Sheet On the Manage Service Entry Sheets screen. Check the Service Entry Sheet status.
Status Search for Service Entry Sheet created above.
Check the status.
If the status is Approved, please skip the step Approve Service Entry Sheet with Flexible Workflow
[page ] 97.
Note If the Total net amount of this service entry sheet smaller than the value set in step Configure
Flexible Workflow for Service Entry Sheets [page ] 14 . The system will automatically release of
Service Entry Sheet.
Test Administration

Purpose PUBLIC 97
Purpose
Note
Table 9:
Procedure
# ment

Purpose PUBLIC 98
# ment
created.
Test Administration
Purpose


Purpose PUBLIC 99
Procedure

Step # Comment
tant played.
tries:
Transaction: Invoice
Company Code: 5510
4 Enter Purchase Order Reference Choose one of the below options to enter reference:
Option 1:
uling Agreement
you created>
Choose Enter.
Option 2:
Choose Enter.

Purpose PUBLIC 100
Step # Comment
5 Check Invoice Items Go to Invoice Items/Standard, and check the Amount, Quantity
and Tax Code.
Tax Code: <same with tax code in PO >
You can choose invoice item to display multiple account assign-
ment detail on the next screen.

Gross Invoice Amount: <Total amount in PO includ-
ing Tax>
Test Administration
Procedure
This step is to release the blocked supplier invoice. Once the blocked supplier invoice is released, you could check details on the Approval Details tab of the corresponding supplier invoice via app
Supplier Invoices List.

Purpose PUBLIC 101
1 Log on Log on to the SAP Fiori launchpad as approver set in preliminary step. The SAP Fiori launchpad is displayed.
Note Approver is set in preliminary step Update Cost Center for User Responsible [page ] 20.
2 Access the App Open My Inbox - All Items (F0862). The My Inbox screen is displayed.
3 Check Supplier Invoice Status Search for supplier invoice created above. The List of Supplier Invoice is displayed.
4 Approve Supplier Invoice On the Release Blocked Invoice XXXXXXXX screen, choose Release. Task is successfully processed.
4.3 Automatic Purchase Order Creation from Purchase Requisition
Test Administration
Context
Purchase Requisition can be created manually.

Purpose PUBLIC 102
Procedure

Step # Comment
1 Log on Log on to the SAP Fiori launchpad as a Purchaser role. The SAP Fiori launchpad is displayed.
2 Access the App Open Manage Purchase Requisitions - Professional (F2229). The Manage Purchase Requisitions – Professional
3 Create Purchase Requisition Choose Create. The Purchase Requisition screen is displayed.
4 Enter Purchase Requisition On the Purchase Requisition screen, make the following entries: The Purchase Requisition screen is displayed.
Data Go to the General Information area:
Automatic Source Determination: <selected>
5 Purchase Service with Mate- In the Items area, choose Add and Service. Make the following entries:
rial Number On the Purchase Requisition Item screen:
Material: <Material>, for Example, SM0001
Quantity: <Quantity>, for example, 20
Start Date: <Today>
Choose the line and go to the next screen. Make the following entries and choose Apply.
Cost Center: <Cost Center>, for example, 55101501
Purchasing Organization: <Purchasing Organization>, for example, 5510

Purpose PUBLIC 103
Step # Comment
Purchasing Group: <Purchasing Group>, for example, 001

Go to Source of Supply area and confirm one of sources has been assigned.
If no source is assigned, choose Assign Source of Supply, on Select Source of Supply screen, select one
source from Proposed SoS or other tabs.
6 Create Purchase Requisition Choose Create. The purchase requisition is created.

Ignore warning Enter a service performer
Choose Create.
Result
The Purchase Requisition is created.
4.3.2 Automatic Creation of POs for Service Materials
Test Administration

Purpose PUBLIC 104
Procedure

Step # Comment
1 Save Purchase Requisition Log on to the SAP Fiori launchpad as a Purchaser. The SAP Fiori launchpad is displayed.
2 Access the App Open Schedule Purchasing Jobs - Advanced (F1702). The Application Jobs screen is displayed
3 Create New Job Choose Create. The New Job screen is displayed.
4 Define a Job On the New Job screen, make the following entries: The job is created.
In 1.Template Selection area:
Job Template: <Job Template>, for example, Automatic Creation of Purchase
Orders from Requisitions
Job Name: <Job Name>, for example, Automatic Creation of Purchase Orders
from Requisitions
Choose Step 2, in 2. Scheduling Options area, make the following entries:
Start Immediately : <selected>
Start <Current Time>
Note If the job needs to be run on a regular basis, choose Define Recurrence Pattern.
Choose Step 3, make the following entries in Parameter Section area:

Per Requisition:<selected>
Per Company Code: <selected>
Note Set Parameter settings according to your needs.
Choose Schedule.
5 Convert Purchase Requisition to On the Application Jobs screen. The Job automatically converts Purchase Requisition
Purchase Order Go to Jobs (X) area and check the status until it changes to Finished. to Purchase Order.
6 Check Result Choose Navigate to the job results. The Purchase Order is created.

Purpose PUBLIC 105
Test Administration
Purpose
Procedure

Step # Comment
1 Log on Log on to the SAP Fiori launchpad as a Purchaser. The SAP Fiori launchpad dis-
plays.
2 Access the App Open Manage Purchase Orders (F0842A). The Manage Purchase orders
screen displays.
3 Search for Purchase Or- Enter the Purchase order number in the search area, then choose Go.
der
4 Choose Purchase Order Choose the row for the Purchase Order you want to change, then go to Purchase Order screen. The Purchase Order screen dis-
Choose Edit. plays.
The Purchase Order is opened
in change mode.
5 Change Purchase Order Change certain field values of the Purchase Order. The Purchase Order values are
If you will maintain Service Entry Sheet later on for the purchase order, it is necessary to set the indicators as Yes of Goods Receipt changed.

Purpose PUBLIC 106
Step # Comment
and Goods-Receipt-Based Invoice Verification on the Process Control tab of the PO item
6 Check Purchase Order On the Purchase order screen, choose the Messages.
Completeness If the system displays an error message, please correct the purchase order;
Test Administration
Purpose

Procedure
1 Log On Log on to the SAP Fiori launchpad as a Purchasing Manager. The SAP Fiori launchpad is displayed.

Purpose PUBLIC 107
5 Enter Approve Reason Enter approve reason if necessary, and then choose Submit. The purchase order is approved.
Test Administration
Purpose
Procedure
2 Access the App Open Manage Purchase Orders (F0842A). The Manage Purchase Orders screen is displayed.

Purpose PUBLIC 108
Test Administration
Purpose
Procedure

Purpose PUBLIC 109
5 Preview Purchase Order Go to the Output Management tab. The Purchase Order is opened in PDF format.
In the Output Details area, choose Display document in the Preview column.
Purpose
You have two options when you maintain service entry sheets. You can either manually maintain them or import them by uploading excels.
4.3.7.1 Option A: Maintain Service Entry Sheet Manually
Test Administration
Procedure

Step # Comment
1 Log on Log on to the SAP Fiori launchpad as a Purchaser. The SAP Fiori launchpad is dis-

Purpose PUBLIC 110
Step # Comment
played.
2 Access the App Open Manage Service Entry Sheets - Lean Services (F2027). The Manage Service Entry Sheets

In the Items area, make the following entries for each item:
Performance Date: <Today>-<Today>
4 Add Attachments in Service You can upload files using the Upload or Add a Link to the service entry sheet and view the existing attachments.
5 Save the Service Entry Sheet Choose Save . Service Entry Sheet is saved.
6 Send to Approval Choose Send to Approval. Service Entry Sheet is sent for ap-
proval.
7 Check Service Entry Sheet On the Manage Service Entry Sheets screen. Check the Service Entry Sheet
Status Search for Service Entry Sheet created above. status.
Check the status.


Purpose PUBLIC 111
4.3.7.2 Option B: Import Service Entry Sheets
Test Administration
Purpose
In this activity, the authorized users can import service entry sheets from Microsoft Excel files.
Note As an authorized user, you can import service entry sheets from Microsoft Excel files using the app Manage Service Entry Sheets - Lean Services. For more information about the autho-
rization of users, see the section in Preliminary StepConfigure Import Service Entry Sheets for Specific Users (Optional) [page ] 16.
Procedure

Step # Comment
played.
3 Choose Upload Choose Import.
4 Download Template On the Import Service Entry Sheets screen: Excel Template download and
Choose Download Template. consistency
If a dialog box appears, choose OK.

Save Service Entry Sheet Upload template to the local machine.

Purpose PUBLIC 112
Step # Comment
Note You can refer to the SAP Note 2249454 to know more about the list downloaded.
5 Fill in Data on Excel Template Open the file and input data according to instruction on the file.
Note
1. On the first tab of the template, you find an instruction on how to fill in the Excel file. Please note the
following requirements:
2. The language of the selected template and the logon language to the SAP system must be the same.
3. You’re not allowed to change the naming or order of the sheets and columns of the template.
4. A field name followed by an asterisk (*) is a mandatory field.
5. A field name followed by two asterisks (**) is a conditionally required field.
6. The number in brackets behind each field name indicates the maximum number of characters you can
enter for the field.
7. Date fields use the date format specified in the cell format settings of your MS Excel program.
8. You can import up to 100 service entry sheet items. This means, for example, 100 service entry sheets
with one item or one service entry sheet with a maximum of 100 items.
6 Select the File to upload Choose Search Help to select the file you want to upload.
If a dialog box appears, choose OK.
In the dialog box, select the file you want to upload from your local computer. Choose Open.
7 Option A: Upload Excel in Foreground Run In Background:<blank>

Choose Import. Log Objects are displayed on the next screen. On the Display Log screen, check the application
log.
Log Object was created with message success.
8 Option B: Upload Excel Run in Background Run In Background: <selected>

Choose Import.
If you need to monitor the background job status, you need to follow the steps below.
Open Monitor Log for Service Entry Sheet

Generation (F3495)
Data From-To: <Today>
Category:MMPUR_SES
Subcategory:UPLOAD
Choose Go.

Purpose PUBLIC 113
Step # Comment
9 Check Service Entry Sheet Status On theManage Service Entry Sheets screen, search for the Service Entry Sheet created above.
Check the status.
Test Administration
Purpose
Note
Table 10:

Purpose PUBLIC 114
Procedure
# ment
created.
Test Administration

Purpose PUBLIC 115
Purpose
Procedure
6 Check Business Process Flow Go to the Business Process Flow area and check the process flow information. The Service Entry Sheet's process flow details are displayed.
Test Administration
Purpose

Purpose PUBLIC 116
Procedure
Test Instruction Expected Result Pass / Fail /

Step # Comment
1 Log on Accounts Payable Accountant The SAP Fiori launchpad is dis-

played.
tries:
Company Code : 5510
4 Enter Purchase order Reference Choose one of the below options to enter reference:
Option 1:
uling Agreement
you created>
Choose Enter.
Option 2:

Purpose PUBLIC 117
Test Instruction Expected Result Pass / Fail /
Step # Comment
Choose Enter.
5 Check Invoice items Go to Invoice Items/Standard, and check the Amount, Quantity
and Tax Code.
6 Enter Gross Invoice amount Go to the General information area:

cluding Tax>
4.4 Employee Self Services Procurement
Test Administration

Purpose PUBLIC 118
Purpose
Employee creates shopping cart for service procurement.
Procedure
Refer to the step Create Purchase Requisition with Cost Center in the 18J Requisitioning scope item, and just change the Material Group to YBMM01, and select Product Type Group as Ser-
vice.
4.4.2 Approve Purchase Requisition (Optional)
Test Administration
Purpose
In this procedure, you release a purchase requisition. If the total amount of PR is more than 500 MXN and order type is NBS, then it should be approved. PR release amount is configured in MXN in
Configure Flexible Workflow for Purchase Requisition (Optional) [page ] 26 and will be converted to the country currency amount for purchase requisition approval. Order type is configured in
Maintain the Default Setting for Users [page ] 23 .
If the approval user does not have My Inbox APP, you have to check whether business catalog SAP_CA_BC_MYINBOX has been assigned to the business role of the user.
Procedure
Note You can ignore this step if you did not perform the Preliminary Step - Configure Flexible Workflow for Purchase Requisition (Optional) [page ] 26.

Purpose PUBLIC 119
1 Logon Log on to the SAP Fiori launchpad as a Manager - Procurement . The SAP Fiori launchpad is displayed.
2 Open My Inbox Open My Inbox - All Items (F0862). A list of already created Purchase Requisition is displayed.
3 Select Purchase Requisition Select the Purchase Requisition and choose Approve. The Submit Decision dialog box is displayed.
4 Enter Release Reason Enter the approval reason if needed, then choose Submit. The Purchase Requisition is approved.
4.4.3 Convert Purchase Requisition to Purchase Order
Test Administration
Procedure

Step # Comment
1 Log on Log on to the SAP Fiori launchpad as a Purchaser role. The SAP Fiori launchpad is displayed.
2 Access the SAP Fiori App Open Process Purchase Requisitions - Formerly Manage Purchase Requisitions (F1048). The Manage Purchase Requisitions screen
displays the Purchase Requisition list.
3 Filter Item List Enter the Purchase Requisitions number in the Search area, then choose Go. The Purchase Requisition list is filtered to
show result.

Purpose PUBLIC 120
Step # Comment
Note Purchase Requisition can also be generated from scope item 4RF -Project Control - Procurement. And if you
encounter any account assignment P related issues, you can create an incident under PPM-CNT component.
4 Assign Source of Supply On the Manage Purchase Requisitions screen, go to Purchase Requisitions (X) area. The Purchaser Orders Preview is displayed.
Go to each line of the Purchase Requisitions item and choose Edit.

In the dialog box, make the following entries and choose OK.
Supplier: 55300001
5 Convert Purchase Requisi- Select the line item that needs to be converted to PO and choose Create Purchase Order. The Manage Purchase Requisitions screen is
tion to Purchase Order displayed.
6 Save Purchase Order On the Manage Purchase Requisitions screen, make the following entries and choose Save. Standard PO is created under the number
Purchase Order Type: Standard PO 45xxxxxxxx.
If you want the purchase order to be assigned to an approver, then total PO amount higher than 500 MXN for Purchas-
ing Groups 003.
4.4.4 Change Purchase Order (Optional)
Test Administration
Purpose

Purpose PUBLIC 121
Procedure
# ment
4 Choose Purchase Order Choose the row for the Purchase Order you want to change, then go to Purchase Order screen. The Purchase Order screen displays.
Choose Edit. The Purchase Order is opened in change mode.
5 Change Purchase Order Change certain field values of the Purchase Order. The Purchase Order values are changed.
6 Check Purchase Order Complete- On the Purchase Order screen, choose the Messages.
ness If the system displays an error message, please correct the purchase order;
Test Administration

Purpose PUBLIC 122
Purpose

Procedure

Step # Comment
1 Log On Log on to the SAP Fiori launchpad as a Purchasing Manager. The SAP Fiori launchpad is dis-
played.
2 Access the App Open My Inbox - All Items (F0862). A list of existing Purchase Or-
ders is displayed.
3 Search for Purchase Make the following entry and choose Enter: The Purchase Order is dis-
Order Status Search: <Purchase Order number> played.
4 Approve Purchase Or- Select the Purchase Order on the left side of the screen and choose Approve at the bottom right. The Submit Decision screen is
der displayed.
5 Enter Approval Rea- Enter the approval reason if necessary, and then choose Submit. The Purchase Order is ap-
son proved.
Note If attachment is uploaded during purchase order creation, in My Inbox App, the attachment can be found under Attachments
tab of the purchase order. The attachment will be renamed with prefix 'H_'.
Test Administration

Purpose PUBLIC 123
Purpose
Procedure
Test Administration

Purpose PUBLIC 124
Purpose
Procedure
5 Preview Purchase Order Go to the Output Management tab. The Purchase Order is opened in PDF format.
In the Output Details area, choose Display document in the Preview column.
Test Administration
Purpose

Purpose PUBLIC 125
Procedure

Step # Comment
played.

In the Items area, make the following entries for each item:
4 Add Attachments in Service You can upload files using the Upload or Add a Link to the service entry sheet and view the existing attachments.
5 Save Service Entry Sheet Choose Save . Service Entry Sheet is saved.
6 Send to Approval Choose Send to Approval. Service Entry Sheet is sent for ap-
proval.
7 Check Service Entry Sheet On the Manage Service Entry Sheets screen. Check the Service Entry Sheet
Status Search for Service Entry Sheet created above. status.
Check the status.


Purpose PUBLIC 126
Step # Comment
Test Administration
Purpose
Note
Table 11:

Purpose PUBLIC 127
Procedure
# ment
created.
Test Administration

Purpose PUBLIC 128
Purpose
Procedure
6 Check Business Process Flow Go to the Business Process Flow area and check the process flow information. The Service Entry Sheet's process flow details are displayed.
Test Administration
Purpose

Purpose PUBLIC 129
Procedure

Step # Comment
tant played.
tries:
Company Code : 5510
4 Enter Purchasing Document References Choose one of the below options to enter reference:
Option 1:
uling Agreement
you created>
Choose Enter.
Option 2:

Purpose PUBLIC 130
Step # Comment
Choose Enter.
5 Check Invoice Items Go to Invoice Items/Standard, and check the Amount, Quantity
and Tax Code.

cluding Tax>

Purpose PUBLIC 131
5 Appendix
5.1 Process Integration

The process to be test in this test script is part of a chain of integrated processes.
5.1.1 Preceding Processes

You may first have completed the following processes and conditions before you start with the test steps:
Process Business Condition
<Scope Item ID> - <Scope Item Title> <Enter business condition.>
5.1.2 Related Processes

The following scope items cover other scenarios related to service procurement. More details can be found in these scope items.
SI Link
4AZ-Contract Management with SAP Ariba Contracts Please refer to 4AZ test script in SAP Best Practice Explorer.
42K-Automation of Source-to-Pay with Ariba Network Please refer to 42K test script in SAP Best Practice Explorer.
4R2-Service Procurement with Ariba Network and SAP Fieldglass Please refer to 4R2 test script in SAP Best Practice Explorer.
5.1.3 Succeeding Processes

After completing the activities in this test script, you can continue testing the following business processes:

Purpose PUBLIC 132
Process Business Condition
Accounts Payable-(J60)
Real-Time Reporting and Monitoring for Procurement-(1JI)
5.2 Set up Mail Notification for Service Entry Sheet Workflow
Test Administration
Purpose
You can configure the system to notify approvers via email about new work items in their inbox. By default, the approvers are informed by means of notifications in the SAP Fiori launchpad. Send-
ing emails provides them with an additional notification channel. It is possible to send email notifications in the following cases:
● When a service entry sheet is created, the recipients of workflow items are informed about new items in their inbox. In such case, you can refer to the email template SWF_CRT_NOTIFY_RE-
CIPIENTS.
● When a service entry sheet is approved or rejected, the workflow initiator receives an email. In such case, you can refer to the email template SWF_WORKFLOW_COMPLETE_NOTIFY.
Note You need to ensure that the user ID of the approver and the requester have been maintained the Email address.

Purpose PUBLIC 133
Procedure

Step # / Com-
ment
1 Log onto Fiori Launchpad Log onto the SAP Fiori launchpad using the Administrator role. The SAP Fiori
launchpad dis-
plays.
2 Access the App Open Maintain Email Templates (F1306) . The templates
displays.
3 Create Email Template On the Maintain Email Templates screen, choose Predelivered (X), search Template: Email Template
SWF_CRT_NOTIFY_RECIPIENTS. copied.
Note Copy the pre-delivered e-mail template SWF_CRT_NOTIFY_RECIPIENTS into the

custom name space. The custom template must follow this pattern:
<YY1>_<ScenarioId>_CRT_ALL, or
<YY1>_<ScenarioId>_<CRT>_<ACTIVITY_NODEID>
Choose email template then choose Copy then make bellow entries:
Email Template: _00800321_CRT_ALL
Name: Workflow for Release of Service Entry Sheet
Choose Copy.
On the Maintain Email Templates screen, choose Predelivered (X), search Tem-
plate: SWF_WORKFLOW_COMPLETE_NOTIFY .
Note For the workflow approval, copy the predelivered e-mail template
SWF_WORKFLOW_COMPLETE_NOTIFY into your namespace. The cus-
tom template must follow this pattern: YY1_<ScenarioId>_COMPLETE_POS-
ITIVE
Email Template: _00800321_COMPLETE_POSITIVE
Name: Positive Workflow for Release of Service Entry
Sheet
Choose Copy.

Purpose PUBLIC 134
Step # / Com-
ment
On the Maintain Email Templates screen, choose Predelivered (X), search Tem-
plate: SWF_WORKFLOW_COMPLETE_NOTIFY .
Note For the workflow rejection, copy the predelivered e-mail template
SWF_WORKFLOW_COMPLETE_NOTIFY into your namespace, The cus-
tom template must follow this pattern:
YY1_<ScenarioId>_COMPLETE_NEGATIVE
Email Template: _00800321_COMPLETE_NEGATIVE
Name: Negative Workflow for Release of Service Entry
Sheet
Choose Copy.
4 Adjust the text of the mail template Choose Custom tab. Custom Email
Choose Email template, for example: Template
opened.
● YY1__00800321_CRT_ALL
● YY1_00800321_COMPLETE_POSITIVE
● YY1_00800321_COMPLETE_NEGATIVE
Go to the Email Template screen.
5 Choose Language Choose Language, for example English. Then go to Email Template Content screen. The Email Tem-
You can edit the Body HTML part and Body Plain Text part as your request then choose Save. plate adjusted.
Note You must not make any changes to the technical names of the following fields:
{{TaskName}}
{{WorfklowTaskInternalID}}

Purpose PUBLIC 135
5.3 Setup Mail Notification for Supplier Invoice Workflow
Test Administration
Purpose
Copy the predelivered email template to the exactly named custom template.
Procedure
Note Please check email address has already maintained for the approver.
# ment
1 Log onto Fiori Launchpad Log onto the SAP Fiori launchpad using the Administrator role. The SAP Fiori launchpad dis-
plays.
2 Access the App Open Maintain Email Templates (F1306) . The templates displays.
3 Create Email Template On the Maintain Email Templates screen, choose Predelivered (X), search Template: SWF_CRT_NOTIFY_RECIPI- Email Template copied.
ENTS.
Email Template: For example, YY1_00800251_CRT_ALL
Name: Release of Supplier Invoice
Choose Copy.

Purpose PUBLIC 136
# ment
Note For Release Blocked Invoice workflow, the custom template must follow these naming pattern:
YY1_00800251_CRT_10 or YY1_00800251_CRT_ALL(Both work the same way, as there is only one relevant
node in the workflow)
For Parked Invoice as Complete workflow, the custom template must follow these naming pattern:
YY1_00800303_CRT_19 Email is triggered in case of work item to approve invoice
YY1_00800303_CRT_30 Email is triggered in case of work item to rework invoice
YY1_00800303_CRT_ALL Email is triggered in case of work item to approve or rework invoice
4 Adjust the text of the mail tem- Choose Custom tab. Custom Email Template
plate Choose Email template, for example YY1_00800251_CRT_ALL then go to Email Template screen. opened.
5 Choose Language Choose Language, for example English. Then go to Email Template Content screen. The Email Template adjusted.
You can edit the Body HTML part and Body Plain Text part as your request then choose Save.
5.4 Setup Mail Notification for Supplier Invoice Workflow with Factory Calendar
Test Administration
Purpose
Copy the predelivered email template to the exactly named custom template.
After finishing this step, you will be able to add a deadline based on workday(s) in Deadlilnes section of App Manage Workflows for Supplier Invoices (F2873), execute Mark Step as overdue,
choose Send Mail Notification and select any Email template created in App Maintain Email Templates (F1306).

Purpose PUBLIC 137
Procedure
Note Please check if email address has already been maintained for the approver.
Test Step # Test Step Name Instruction Expected Results Pass/Fall/Comment
1 Log onto Fiori Launchpad Log onto the SAP Fiori launchpad as an Administrator. The SAP Fiori launchpad displays.
2 Access the App Open Manage Workflows for Supplier Invoices (F2873) The templates displays.
3 Create Email Template On the Maintain Email Templates screen, choose Predelivered (X), search Template: MRM_WF_DEAD- Email template is copied.
LINE.
Email Template: for example, YY1_ MRM_WF_DEADLINE
Name: Supplier Invoice Notification
Choose Copy.
4 Adjust the Text of the Mail Template Choose Custom tab. Custom Email Template is opened.
Choose Email template, for example YY1_ MRM_WF_DEADLINE then go to Email Template screen.
5 Choose Language Choose Language, for example English. Then go to Email Template Content screen. The Email Template is adjusted.
You can edit the Body HTML part and Body Plain Text part as your request then choose Save.
5.5 Mass Change of Posting Date
Test Administration

Purpose PUBLIC 138
Purpose
In this tile, the mass change of posting date is enabled in supplier invoices. You can use this Mass Change Posting Date APP or schedule Job “Mass Change Posting Date” in Schedule Supplier In-
voice Jobs - Advanced APP.
Procedure
1 Log onto Fiori Launchpad Log onto the SAP Fiori launchpad as a Accounts Payable Accountant. The SAP Fiori launchpad displays.
2 Access the App Open App Mass Change Posting Date. The APP displays.
3 Change the Posting Date On the Mass Change Posting Date screen, make the following entries. Entries are made.
In section Selection:
Current Posting Date: For example, beginning date of last period
To: For example, ending date of last period
Company Code: For example, 5510
Invoice Doc. Status: For example, A
In section Processing Options:
New Posting Date: For example, today
In section Processing:
Choose Display or Change Posting Date.
4 Execute Choose Execute in the right corner to execute. The selected action is executed.
5.6 Test Automation Tool

SAP S/4HANA Cloud provides a test automation tool that allows customers to speed up all business process tests in S/4HANA, which could be tests during the implementation phase, user accep-
tance tests, or regression tests after upgrades.
Please refer to SAP note 2129147 - Test Automation Tool for S/4HANA Cloud - Additional Info..

Purpose PUBLIC 139
Typographic Conventions
Type Style Description
Example Words or characters quoted from the screen. These include field names, screen titles, pushbuttons labels, menu names,
menu paths, and menu options.
Textual cross-references to other documents.
Example Emphasized words or expressions. www.sap.com/contactsap
EXAMPLE Technical names of system objects. These include report names, program names, transaction codes, table names, and
key concepts of a programming language when they are surrounded by body text, for example, SELECT and IN-
CLUDE.
Example Output on the screen. This includes file and directory names and their paths, messages, names of variables and parame-
ters, source text, and names of installation, upgrade and database tools.
Example Exact user entry. These are words or characters that you enter in the system exactly as they appear in the documenta-
tion.
<Example> Variable user entry. Angle brackets indicate that you replace these words and characters with appropriate entries to
make entries in the system.
EXAMPLE Keys on the keyboard, for example, F 2 or E N T E R .
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Procurement of Services (22Z_MX) tion and notices.
Purpose PUBLIC 140

22Z S4CLD2302 BPD en MX

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Test Script

SAP S/4HANA Cloud - 26-12-22

Procurement of Services (22Z_MX)

Procurement of Services (22Z_MX)

Procurement of Services (22Z_MX)

Procurement of Services (22Z_MX)

2.1 System Access

Cost Accoun- SAP_BR_OVERHEAD_AC Cost Accountant - Overhead SAP_BR_OVERHEAD_ACCOUNTANT

Project Man- SAP_BR_PROJECT_MAN Project Manager - Professional Services SAP_BR_PROJECT_MANAGER_PROF

Purchasing SAP_BR_PURCHASING_ My Inbox SAP_CORE_SPT_MYINBOX_PC

Procurement of Services (22Z_MX)

Master Data SAP_BR_PRODMASTER_ Master Data Specialist - Product Data SAP_BR_PRODMASTER_SPECIALIST

Employee - SAP_BR_EMPLOYEE_PR Materials Management - Employee Services SAP_MM_SPT_EMPLOYEE_SERVICES_PC

Manager - Pro- SAP_BR_MANAGER_PRO

General Ledger SAP_BR_GL_ACCOUN- General Ledger Accountant SAP_BR_GL_ACCOUNTANT

Divisional Ac- SAP_BR_DIVISION_AC Divisional Accounting SAP_BR_DIVISION_ACCOUNTANT

2.3 Master Data, Organizational Data, and Other Data

Data Sample Value Details Comments

Company code 5510 Company Code 5510

Procurement of Services (22Z_MX)

Plant 5510 Plant 1 MX

Supplier 55300001 Domestic 10 Supplier 1

Supplier 55300002 Domestic 10 Supplier 2

Purchase organization 5510 Purch. Org. 5510

Purchasing group 001 Group 001

Purchasing group 003 Group 003

Material SM0001 Service Material 01

Material Group YBMM01 Non-Sto Mat. w. ID

Cost Center 55101501 R&D Cost center

Cost Center 55101601 Marketing Cost Center

BNE Create Supplier Master - MDS

BNM Create Cost Center and Cost Center Group - MDS

BHD Create Purchasing Info Record - MDS

2.4 Additional Manual Configuration

Procurement of Services (22Z_MX)

Scope Item ID Business Condition

2.6 Ticket Component

Manage Purchase Orders (F0842A) MM-FIO-PUR-PO

Note This app also applies to item hierarchy cases.

Manage Purchase Requisitions - Professional (F2229) MM-FIO-PUR-REQ-PRF

Note This app also applies to item hierarchy cases.

Process Purchase Requisitions - Formerly Manage Purchase Requisitions (F1048) MM-FIO-PUR-REQ-SOC

My Inbox - All Items (F0862) CA-INB-FIO

Manage Service Entry Sheets - Lean Services (F2027) MM-PUR-SVC-SES

Create Supplier Invoice (F0859) MM-FIO-IV

Create Supplier Invoice - Advanced (MIRO) MM-IV-LIV

Schedule Purchasing Jobs - Advanced (F1702) MM-FIO-PUR

Manage Purchase Contracts (F1600A) MM-FIO-PUR-SQ-CON

Note This app also applies to item hierarchy cases.

Procurement of Services (22Z_MX)

Manage Model Product Specifications (F5079) MM-PUR-MPS

2.7 Preliminary Steps

2.7.1 Create Purchasing Info Record (Optional)

In this procedure, you create info records for procure process.

Test Step Test Step Name Instruction Expected Result Comments

Procurement of Services (22Z_MX)

Available From: Today

10 Save your data Choose Create. A purchasing info record is saved.

Procurement of Services (22Z_MX)

The Purchasing info records are created.

2.7.2 Configure Flexible Workflow for Purchase Order

2.7.2.1 Check Flexible Workflow for Purchase Order Approval

Test Test Step Name Instruction Expected Result Pass / Fail /