Direct Material Sourcing (4RD - DE)

Test Script
SAP S/4HANA Cloud - 06-07-23
Direct Material Sourcing (4RD_DE)
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 Preliminary Steps
2.6.1 Configure Workflow for Sourcing Projects(Optional)
2.6.2 Preliminary Steps of Supplier List for Sourcing (Optional)
2.6.2.1 Create New Role for Proposal of Suppliers (Optional)
2.6.2.2 Configure Workflow for Sourcing Supplier List(Optional)
2.6.2.3 Schedule Release of Supplier List for Sourcing with Adaptations (Optional)
2.6.3 Configure Workflow for Awarding Scenarios(Optional)
2.6.4 Configure Workflow for Central Purchase Contract(Optional)
2.6.4.1 Configure Flexible Workflow for Central Purchase Contracts
2.6.4.2 Configure Flexible Workflow for Hierarchy Central Contracts
2.6.5 Manage Cost Breakdown Template (Optional)
2.6.6 Schedule Update of Phase Switch(Optional)
2.6.7 Manage Situation Types (Optional)
2.6.7.1 Manage Situation Types for Supplier Quotation Creation
2.6.7.2 Manage Situation Types for Low Number of Received Quotations
2.6.7.3 Manage Situation Types for Negotiation Deadline is Approaching
3 Overview Table
4 Test Procedures
4.1 Sourcing Project
4.1.1 Create Procurement Project(Optional)
4.1.2 Create Sourcing Project
4.1.2.1 Scenario 1: Create Sourcing Project in Strategic Sourcing Process
4.1.2.2 Scenario 2: Create Sourcing Project in Demand Driven Sourcing Process (Optional)
4.1.3 Update Sourcing Supplier List
4.1.3.1 Scenario 1: Update sourcing supplier list without existed supplier list
4.1.3.2 Scenario 2: Update sourcing supplier list with existed supplier list
4.1.4 Approve Sourcing Supplier List (Optional)
4.1.5 Create Condition Record in Sourcing Project
4.1.6 Create/Assign Legal Transaction for Sourcing Project (Optional)
4.1.7 Publish Sourcing Project
4.1.8 Approve Sourcing Project(Optional)
4.1.9 Check Sourcing Project in SAP S/4HANA for Supplier Quotation Management
4.2 Supplier Quotation for Sourcing Project
4.2.1 Create Supplier Quotation for Sourcing Project
4.2.1.1 Scenario 1: Create Supplier Quotation for Sourcing Project Locally
4.2.1.2 Scenario 2: Create Supplier Quotation for Sourcing Project in SAP S/4HANA for Supplier Quotation Management
4.2.2 Compare Supplier Quotation for Sourcing Project
4.2.3 Negotiation (Optional)
4.2.3.1 Scenario 1: Create Price Negotiation for Supplier Quotations
4.2.3.2 Scenario 2: Create Quantity Negotiation for Supplier Quotations
4.2.3.3 Revise Local Supplier Quotations Based On Negotiation
4.2.3.4 End Negotiation Process
4.2.4 Create/Assign Legal Transaction for Sourcing Supplier Quotation(Optional)
4.2.5 Awarding
4.2.5.1 Create Awarding Scenario for Supplier Quotation
4.2.5.2 Approve Awarding Scenario for Supplier Quotation(Optional)
4.3 Create Follow-on Documents
4.3.1 Scenario 1: Create Central Purchase Contract and Distribution
4.3.1.1 Release Central Purchase Contract (Optional)
4.3.1.2 Display Central Purchase Contracts
4.3.1.3 Check Local Contract - In Connected System
4.3.2 Scenario 2: Create Purchase Order
4.3.2.1 Display Purchase Order - In Connected System
4.3.2.2 Post Goods Receipt - In Connected System
4.3.2.3 Create Supply Invoice - In Connected System

Prerequisites PUBLIC 2
1 Purpose
Overview
Direct material sourcing process allows the central purchaser to get an overview of all the direct material requirements across various plants and carry out the sourcing of the material requirements
appropriately.
In this process, the central purchaser can create a sourcing event (sourcing project) to conduct sourcing with the competitive suppliers. The central purchaser can evaluate them to finally award the
business to one or more capable suppliers, and create relevant documents such as purchase orders or central contracts to enable operational procurement of direct materials.
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.

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

The test should be conducted with the following system:
System Details
SAP S/4HANA HUB system Identifies the SAP S/4HANA system from releases 2108 CE. The SAP S/4HANA system acts as a hub system when it is connected to multiple connected systems.
Accessible via the SAP Fiori Launchpad. Your system administrator provides you with the URL to access the various apps assigned to your role.
Connected System Any ERP system from release ERP6.0 and EHP6 above with add-on HUBERPI is considered as the connected system.
Any S/4HANA On-Premise 1709 and higher, with add-on HUBS4IC is considered as connected system.
Any S/4HANA Cloud 2108 is considered as connected system.
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
Sourcing Manager SAP_BR_SOURCING_MAN Materials Management - Product Sourcing SAP_MM_SPT_PRODUCT_SRC_

AGER PC
Purchasing SAP_BR_PURCHASING_M
Manager ANAGER
Configuration SAP_BR_BPC_EXPERT Configuration Expert - Business Process Configuration / Business Configuration - Feature Management / BPC Expert SAP_BR_BPC_EXPERT
Expert - Business Workflow Space / Business Process Configuration – Manage your Solution / Business Process Configuration - Extensibility

Name (Role ID (Role Template) Name (Launchpad Space) ID (Launchpad Space) Log
Template) On
Process Explorer / Business Process Configuration – Finance / Materials Management - Business Process Configuration /
Configuration Transportation Business Process Configuration
Administrator - SAP_BR_ADMINISTRATO
Sourcing R_SRC
Legal Counsel SAP_BR_LEGAL_COUNSE Legal Counsel - Enterprise Contract Management SAP_BR_LEGAL_COUNSEL

(Optional) L
Master Data SAP_BR_BUPA_MASTER_ Master Data Specialist - Business Partner Data SAP_BR_BUPA_MASTER_SPEC
Specialist - SPECIALIST IALIST
Business Partner
Data
Purchaser - Central SAP_BR_CENTRAL_PURC Materials Management - Central Procurement SAP_MM_SPT_CNTRL_PURCHA

Procurement HASER SING_PC
(Optional)
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 vendors, 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
Central Company Code 1010 Company Code 1010
Central Purchase Organization 1010 Purch. Org. 1010
Central Purchasing Group 001 Group 001
Material Group L002 Raw Material
For more information on creating master data objects, see the following Master Data Scripts (MDS)
Table 1: Master Data Script Reference

MDS Description
BNE Create Supplier Master– 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, follow the link to the document:
Link to Set-Up Instructions
2.5 Business Conditions

Before this scope item can be tested, the following business conditions must be met.
Scope Item ID Business Condition
4RI – Preferred Supplier List To run through this test script, the following steps of test procedure from 4RI should be completed before the test procedure of this test script is started:
● Create Standard Supplier List
1RO - Master Data Integration To run through the setup guide with respective role, this scenario should be activated before the setup guide started.
You can also implement below scope item to achieve the demand driven sourcing process, this is optional in need of different license.
Scope Item ID Business Condition
2XT – Central To run through this test script, central purchase requisition must be created according to 2XT - Central Purchasing scope item. The prerequisites of 2XT must be fulfilled, and the following steps of test
Purchasing procedure must be completed before the test procedure of this test script is started:
● Create Purchase Requisition
● Import Purchase Requisitions
● Manage Purchase Requisitions Centrally
31N - Situation To enable situation handling steps in Preliminary Steps [page ] 7, scope item 31N - Situation Handling must be activated first.
Handling

2.6 Preliminary Steps
2.6.1 Configure Workflow for Sourcing Projects(Optional)
Purpose
In this procedure, you configure workflow for Sourcing Projects.
Procedure
Test Step Test Step Name Instruction Expected Result Pass / Fail / Comment
#
1 Log on Log on to SAP Fiori launchpad as a Configuration Expert - Business Process The SAP Fiori launchpad is displayed.
Configuration.
2 Open Mange Workflows for Sourcing Choose Manage Workflows for Sourcing Projects (F5289). The Manage Workflows screen is
Projects displayed.
3 Create Workflow for Sourcing Projects Choose Create and make the following entries.
Name: Workflow for Sourcing Project
In the Start Conditions area:
Sourcing Project Company Code: 1010
In Step section, choose Create and make the following entries:
Step Type: Release Sourcing Project
Assignment By: Choose User and select Purchasing_manager from search help.
Step to be completed by: One of the recipients
Choose Create.
Choose Save.
6 Activate Workflow Select the created Workflow and choose Activate. The Workflow is activated.

2.6.2 Preliminary Steps of Supplier List for Sourcing (Optional)
2.6.2.1 Create New Role for Proposal of Suppliers (Optional)
Purpose
In this procedure, you create new role for proposal of suppliers in supplier list for sourcing, and assign to the respective business users. In current process, the proposal of suppliers should be another
business user with unique proposal authorization rather than the supplier list owner.
Procedure
Test Test Step Name Instruction Expected Result Pass / Fail /

Step # Comment
1 Log on Log on to SAP Fiori launchpad as an Administrator. The SAP Fiori launchpad is
displayed.
2 Open Maintain Business Roles Choose Maintain Business Roles (F1492). The Maintain Business Roles screen
is displayed.
3 Create New Business Role On Maintain Business Roles screen, choose New, On the popped up window New Business Role, make the New business role is created.
following entries and click Create:
Business Role ID: Your Business Role ID, for example, Z_PROPOSAL_SSL
Business Role Description: Your Business Role Description
4 Assign Business Catalog to Business On Maintain Business Roles screen, go to Assigned Business Catalogs tab, click Add. New business Catalog is assigned to
Role In the search help, search and select SAP_MM_BC_SRCSLPR_PROCESS_PC(Description: Materials the business role.
Management - Supplier Lists for Sourcing Proposals), then select Apply.
5 Assign some more other business Similar to step 4, you can search and add more business catalog to your business role.
catalogs(Optional)
6 Assign Business Role to Business On Maintain Business Roles screen, go to Assigned Business Users tab, click Add. New business role is assigned to a
Users In the search help, search and the business user to be used for new supplier proposal, then select Apply. business user.
7 Maintain Restrictions(Optional) If you need maintain restrictions for the business role, please refer to How to Create a Business Role from Scratch
for more details.

Step # Comment
8 Save New Business Role Choose Save. Your new business role is saved and
activated.
2.6.2.2 Configure Workflow for Sourcing Supplier List(Optional)
Purpose
In this procedure, you configure workflow for Supplier List for Sourcing.
Procedure
Scenario 1: Create with step “Release of Sourcing Supplier List”
Test Step Test Step Name Instruction Expected Result Pass / Fail /
# Comment
Configuration.
2 Access the App Open app Manage Workflow for Supplier Lists (F4760). The Manage Workflows screen is displayed.
3 Create Workflow Choose Create and make the following entries.

Name: Workflow for Supplier List for Sourcing
Company Code of Sourcing Supplier List is: 1010
4 Create with step “Release of Sourcing Supplier In Step section, choose Create and make the following entries: The step of Release of Sourcing Supplier List is
List” Step Type: Release of Sourcing Supplier List created.
Assignment By: Choose User and select Purchasing_Manager from search

help.
Choose Create.

# Comment
Choose Save.
Scenario 2: Create with Step “Release of Sourcing Supplier List with Adaptations”

Step # Comment
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 Choose Manage Workflow for Supplier Lists (F4760) The Manage Workflows screen is displayed.

Name: Workflow for Supplier List for Sourcing
Company Code of Sourcing Supplier List is: 1010
4 Create with step “Release of Sourcing In Step section, choose Create and make the following entries: The step of sourcing supplier list release with
Supplier List with adaptations” Step Type: Release of Sourcing Supplier List with Adaptations adaptations is created.
Assignment By: Choose User and select the user assigned with role created in Create New Role for
Proposal of Suppliers (Optional) [page ] 8 from search help.
Navigate to Deadlines section, choose Create and make the following entries:
If Step is not Completed by: for example, Workflow Started 30 Minute(s)
Execute the Following Action: Mark Step as Overdue
Choose Create.
Choose Apply.
Choose Save.
Note If you don’t set time constraints for this step, it will be marked as overdue by default after
15 minutes arrived in “My Inbox”.

2.6.2.3 Schedule Release of Supplier List for Sourcing with Adaptations (Optional)
Purpose
In this procedure, you create application job of release of supplier list for sourcing with adaptations, this application job will automatically approve the supplier list not processed yet when marked as
overdued in workflow with adaptation.
Procedure

Step # Comment
1 Log on Log onto the SAP Fiori Launchpad as a Configuration Expert - The SAP Fiori Launchpad displays.
Business Process Configuration.
2 Access the App Open Schedule Release of Supplier Lists for Sourcing with The Application Jobs screen displays.
Adaptations (F6130) .
3 Launch the creation page On the Application Jobs screen, choose Create. The New Job: Application Job Template for Approval of Release of
SSL with adaptations screen displays.
4 Create and schedule an application job for In Step 1 Template Selection, click the value help and make the The new application job has been created, and executed once.
Sourcing Project Phase Switching following entries:
Job Template: Application Job for Approval of
Release of SSL with adaptations
Job Name: Your Job Name
Then click Step 2 Scheudling Options, click Define Recurrence
Pattern, make the following entries:
Start Immediately: Checked
Recurrence Pattern: for example, Weekly
Every: 1 Week
End: By Your selected date
Click OK.
Then click Step 3, under Parameter Section, make the following :
Overdue date: Select from date and to date from value help, then click
OK.
Choose Schedule.

Step # Comment
5 Check the status of scheduled job Go back to Application Jobs screen, you can check the status of
created application jobs in the log.
2.6.3 Configure Workflow for Awarding Scenarios(Optional)
Purpose
In this procedure, you configure your workflow for awarding
Procedure
# Comment
Configuration.
2 Open Mange Workflow for Awarding Choose Manage Workflows for Awarding Scenarios (F5716). The Manage Workflows screen is
Scenarios displayed.

Name: Workflow for Awarding Scenarios
Awarding Scenario Total Amount is Greater Than: 500 EUR
In Step section, choose Create and make the following entries:
Step Type: Manual Release of Awarding Scenario
Assignment By: Choose User and select Purchasing_manager from search help.
Choose Create.
Choose Save.

2.6.4 Configure Workflow for Central Purchase Contract(Optional)
2.6.4.1 Configure Flexible Workflow for Central Purchase Contracts
Purpose
In this procedure, you configure your release conditions for central purchase contracts.
Procedure
# Comment
1 Log on Log onto SAP Fiori launchpad as a Configuration Expert - Business Process The SAP Fiori launchpad displays.
Configuration .
2 Open Manage Workflow for Central Purchase Choose Manage Workflows for Central Purchase Contracts (F3401). The Manage Workflows screen
Contract displays.
3 Create Workflow Choose Add and make following entries.

● Name: Workflow for Central Purchase Contract
In the Start Conditions area, make following entries:
Company code of central purchase contract is:1010
Total net price of all central purchase contract items is greater than: 1000 EUR
In Step Sequence area choose the Add and make following entries:
Step Type: Release of Central Purchase Contract
Assignment By: Select User and search for Purchasing_manager from search help.
Choose Add.
Choose Save.
4 Activate Workflow Select the created workflow and choose Activate. The Workflow is activated.

2.6.4.2 Configure Flexible Workflow for Hierarchy Central Contracts
Purpose
In this procedure, you configure your release conditions for hierarchy central contracts.
Procedure
# Comment
1 Log on Log onto SAP Fiori launchpad as a Configuration Expert - Business Process The SAP Fiori launchpad displays.
Configuration .
2 Open Manage Workflow for Central Purchase Choose Manage Workflows for Central Purchase Contracts (F3401). The Manage Workflows screen
Contract displays.
3 Create Workflow Choose Add and make following entries.

● Name: Workflow for Hierarchy Central Contracts
In the Start Conditions area, make following entries:
Company code of central purchase contract is: 1010
Document type of central purchase contract hierachy is : Quantity
In Step Sequence area choose the Add and make following entries:
Step Type: Release of Hierarchy Central Contracts
Assignment By: Select User and search for Purchasing_manager from search help.
Choose Add.
Choose Save.
4 Activate Workflow Select the created workflow and choose Activate. The Workflow is activated.

2.6.5 Manage Cost Breakdown Template (Optional)
Purpose
In this procedure, you create cost breakdown template, download and upload the attachment, then activate it.
Note Please make sure steps in Configure Cost Breakdown Template Settings(Optional) of 4RD - Direct Material Sourcing setup guide are already executed.
Procedure

Step # Comment
1 Log on Log onto the SAP Fiori Launchpad as a Administrator - Sourcing. The SAP Fiori Launchpad displays.
2 Access the App Open Manage Cost Breakdown Templates (F6666) The Manage Cost Breakdown
Templates screen displays.
3 Create Manage Cost On the Manage Cost Breakdown Templates screen, choose Create.
Breakdown Templates
4 Maintain Data in Manage On the new cost breakdown template screen, navigate to Header Data section, make the following entries: The new cost breakdown template is
Cost Breakdown Templates Name: for example, Z_CBDT_01 created with In Preparation Status.
Navigate to General Information section, make the following entries:

Company Code: Your company code in Connected System.
Purchasing Organization: Your purchasing organization in Connected System.
Navigate to Conditions section, choose Create, make the following entry:
Condition Type: for example, ZCBD. Choose from value help, among the condition types relevant for CBDT added in your
configuration steps. You may add multiple ones.
Choose Create.
5 Create Draft Spreadsheet On the new cost breakdown template screen, choose Edit. Automatically generated spreadsheet is
Template Choose Create Spreadsheet Template. downloaded.
After a while, Spreadsheet is generated. Navigate to Attachment section, click the link of the speadsheet (Document Type:
Draft), to download it locally.
6 Upload Final Spreadsheet Edit your own calculation formula in this spreetsheet for corresponding condition type, for example, add new tabs

Step # Comment
Template containing details of project cost breakdown by category, to adapt the formula from your own side to ‘Value’ field for price
condition.
Once finished, save your own final version locally.
On the new cost breakdown template screen, choose Edit.
Navigate to Attachment section, change to Final type for Select Doc.Type to Upload. Choose Upload, select customized
spreadsheet from local file location.
Choose Save.
7 Activate Cost Breakdown On the new cost breakdown template of screen, choose Activate. The new cost breakdown template is in
Template Active status.
2.6.6 Schedule Update of Phase Switch(Optional)
Purpose
In this procedure, you create schedule application jobs of phase switch update for sourcing project, this only works for the phase models which were defined as Field condition type in your configu-
ration activities.
Procedure

Step # Comment
1 Log on Log onto the SAP Fiori Launchpad as a Configuration Expert - Business The SAP Fiori Launchpad displays.
Process Configuration .
2 Access the App Open Schedule Update of Phase Switch (F6121). The Application Jobs screen displays.
3 Launch the creation page On the Application Jobs screen, choose Create. The New Job: Application Job Template for Sourcing Project
Phase Switching screen displays.
4 Create and schedule an application job for Sourcing In Step 1 Template Selection, click the value help and make the The new application job has been created, and executed once.
Project Phase Switching following entries:

Step # Comment
Job Template: Application Job Template for Sourcing

Project Phase Switching
Job Name: Your Job Name
Then click Step 2 Scheudling Options, click Define Recurrence Pattern,
make the following entries:
Start Immediately: Check
Recurrence Pattern: Daily
Every: 1 Day
End: By Your selected date
Click OK.
Then click Step 3, choose Schedule.
5 Check the status of scheduled job Go back to Application Jobs screen, you can check the status of created
application jobs in the log.
2.6.7 Manage Situation Types (Optional)
2.6.7.1 Manage Situation Types for Supplier Quotation Creation
Prerequisite
If you want to execute this step, please make sure scope item 31N - Situation Handling is activated.
Purpose
In this procedure, you create situation type for informing users that a new supplier quotation has been created for sourcing project.

Procedure

Step # Comment
1 Log on Log onto the SAP Fiori Launchpad as a Configuration Expert - Business Process Configuration . The SAP Fiori Launchpad displays.
2 Access the App Open Manage Situation Types (F2947) The Manage Situation Types screen
displays.
3 Copy Standard Situation On the Manage Situation Types screen, choose Go.
Template Choose standard situation template: PROC_SRCGPROJQTNCREATEDNOTIFY and choose Copy.
4 Create Ready-to-Use It will create a Ready-to-Use Situation Type. The Ready-to-Use Situation Type
Situation Type On the Situation Type screen, make the following entries: has been saved.
ID: ZPROC_SRCGPROJQTNCREATEDNOTIFY (for example)

This field is the Unique Identifier of a Ready-to-Use Situation Type. The ID of a Ready-to-Use Situation Type should start
with 'Z' or 'Y'. ID is a Mandatory Field and cannot be left blank.
Name: Supplier Quotation Created (for example)
This field is the name of the Ready-to-Use Situation Type.
Go to section Conditions:
Choose Processing Order and make the following entries:
Company Code: 1010
Purchasing Group: 001
Go to section Recipients, click Add Rule under Responsibility Rules and make the following entries from the value help:
Name: USR_FROM_CDSVIEW Purchaser Responsible for Sourcing Project
Go to section Situation Monitoring:
Check Monitor Instances.
Choose Create.
5 Enable Ready-to-Use On the Do you want to enable the situation type? screen, choose Yes. The Ready-to-Use Situation Type is
Situation Type enabled.

2.6.7.2 Manage Situation Types for Low Number of Received Quotations
Prerequisite
Purpose
In this procedure, you create situation type for informing users that the Sourcing Project submission deadline is approaching, but only a low number of quotations have been received.
Procedure

Step # Comment
2 Access the App Open Manage Situation Types (F2947). The Manage Situation Types screen
displays.
Template Choose standard situation template: PROC_SRCGPROJLOWNUMBEROFQTN and choose Copy.
ID: ZPROC_SRCGPROJLOWNUMBEROFQTN (for example)

Name: Low Number of Received Quotations (for example)
Bidding Ratio in %: <=100

Step # Comment

Choose Create.
5 Enable Ready-to-Use On the Do you want to enable the situation type? screen, choose Yes. The Ready-to-Use Situation Type is
Situation Type enabled.
2.6.7.3 Manage Situation Types for Negotiation Deadline is Approaching
Prerequisite
Purpose
In this procedure, you create situation type for informing user that a negotiation deadline for the sourcing project is approaching.
Procedure

Step # Comment
2 Access the App Open Manage Situation Types (F2947). The Manage Situation Types screen
displays.
Template Choose standard situation template: PROC_SRCGPROJNEGNENDDATE and choose Copy.

Step # Comment
ID: ZPROC_SRCGPROJNEGNENDDATE (for example)
Name: Negotiation Deadline is Approaching (for example)
Days to Negotiation EndDate: for example, 1
Go to the section Batch Job Scheduling:
Choose one time zone in the field Time Zone and maintain the time for the field Start Batch Job At.
Choose Create.

3 Overview Table
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 apps not included on the homepage using the search bar.
If you want to personalize the homepage and include the hidden apps, navigate to your user profile and choose Settings > App Finder .
Process Step Business Role App/Transaction Expected

Results
Sourcing Project
Create Procurement Project(Optional) [page ] 25 Purchaser - Central Manage Procurement Projects - Sourcing (F4860)
Procurement
Create Sourcing Project
Scenario 1: Create Sourcing Project in Strategic Sourcing Process [page ] 26 Purchaser - Central Manage Sourcing Projects (F4861)
Procurement
Scenario 2: Create Sourcing Project in Demand Driven Sourcing Process (Optional) [page ] Purchaser - Central Process Purchase Requisitions Centrally - Formerly Manage Purchase
31 Procurement Requisitions Centrally (F3290)
Update Sourcing Supplier List
Scenario 1: Update sourcing supplier list without existed supplier list [page ] 35 Purchaser - Central Manage Sourcing Projects (F4861)
Procurement
Scenario 2: Update sourcing supplier list with existed supplier list [page ] 37 Purchaser - Central Manage Sourcing Projects (F4861)
Procurement
Approve Sourcing Supplier List (Optional) [page ] 38 Purchasing Manager My Inbox - All Items (F0862)
Create Condition Record in Sourcing Project [page ] 40 Purchaser - Central Manage Sourcing Projects (F4861)
Procurement
Create/Assign Legal Transaction for Sourcing Project (Optional) [page ] 44 Purchaser - Central Manage Sourcing Projects (F4861)
Procurement
Publish Sourcing Project [page ] 45 Purchaser - Central Manage Sourcing Projects (F4861)
Procurement

Results
Approve Sourcing Project(Optional) [page ] 46 Purchasing Manager My Inbox - All Items (F0862)
Check Sourcing Project in SAP S/4HANA for Supplier Quotation Management [page ] 47 Supplier Supplier Managed Sourcing Projects
Sourcing Project Supplier Quotation
Create Supplier Quotation for Sourcing Project
Scenario 1: Create Supplier Quotation for Sourcing Project Locally [page ] 48 Purchaser - Central Manage Sourcing Projects (F4861)
Procurement
Scenario 2: Create Supplier Quotation for Sourcing Project in SAP S/4HANA for Supplier Supplier Supplier Managed Sourcing Projects
Quotation Management [page ] 51
Compare Supplier Quotation for Sourcing Project [page ] 53 Purchaser - Central Compare Supplier Quotations - Sourcing Projects (F4863)
Procurement
Negotiation (Optional)
Scenario 1: Create Price Negotiation for Supplier Quotations [page ] 54 Sourcing Manager Manage Sourcing Projects (F4861)
Scenario 2: Create Quantity Negotiation for Supplier Quotations [page ] 55 Sourcing Manager Manage Sourcing Projects (F4861)
Revise Local Supplier Quotations Based On Negotiation [page ] 57 Sourcing Manager Manage Negotiations - Sourcing Projects (F5551)
End Negotiation Process [page ] 58 Sourcing Manager Manage Negotiations - Sourcing Projects (F5551)
Create/Assign Legal Transaction for Sourcing Supplier Quotation(Optional) [page ] 59 Purchaser - Central Manage Sourcing Projects (F4861)
Procurement
Awarding
Create Awarding Scenario for Supplier Quotation [page ] 61 Sourcing Manager Manage Sourcing Projects (F4861)v
Approve Awarding Scenario for Supplier Quotation(Optional) [page ] 62 Purchasing Manager My Inbox - All Items (F0862)
Create Follow-on Documents
Scenario 1: Create Central Purchase Contract and Distribution [page ] 63 Purchaser - Central Manage Supplier Quotations - Sourcing Projects (F4862)
Procurement

Results
Release Central Purchase Contract (Optional) [page ] 65 Purchasing Manager My Inbox - All Items (F0862)
Display Central Purchase Contracts [page ] 66 Sourcing Manager Manage Central Purchase Contracts (F3144)
Check Local Contract - In Connected System [page ] 67 Purchaser ME33K
Scenario 2: Create Purchase Order [page ] 68 Purchaser - Central Manage Supplier Quotations - Sourcing Projects (F4862)
Procurement
Display Purchase Order - In Connected System [page ] 69 Purchaser ME23N
Post Goods Receipt - In Connected System [page ] 70 Warehouse Clerk MIGO
Create Supply Invoice - In Connected System [page ] 71 Accounts Payable MIRO

Accountant

4 Test Procedures
This section describes test procedures for each process step that belongs to this scope item.
4.1 Sourcing Project
4.1.1 Create Procurement Project(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
You create procurement project. This project can be applied to project item demand management in sourcing project.
Procedure
# Comment
1 Log on Log on to SAP Fiori launchpad as a Sourcing Manager. The SAP Fiori launchpad is displayed.

# Comment
2 Open Manage Procurement Projects - Choose Manage Procurement Projects - Sourcing (F4860) The Manage Procurement Projects screen is
Sourcing displayed
3 Create Procurement Project On the Manage Procurement Projects screen, choose Create . The Procurement Project screen is displayed.
4 Enter Procurement Project General Data On the Procurement Project screen, navigate to General Information section and make the
following entries:
Name: Your procurement project name.
Company Code:: 1010.
5 Maintain Procurement Project Plants Navigate to Plants section, choose Create , and choose from the F4 Help : Procurement Project is created with Inactive
Data Connected Plant: Your plant in connected system, for example, 1000 status.
Connected System Names: Your Connected System Name.

Company Name: Your company name in Connected System.
Conn. Company Code: Your company code in Connected System.
Connected System ID: Your Connected System ID
Plant Name: Your plant name in connected system.
Click OK, and make the following entries for added entry:
Start of Production: any date,for example, current date
End of Production: any date,for example,current date+2 months
Choose Create.
6 Activate Procurement Project On the Procurement Project screen, Click on Activate button to activate Procurement Project. Procurement Project is activated.
4.1.2 Create Sourcing Project
4.1.2.1 Scenario 1: Create Sourcing Project in Strategic Sourcing Process
Test Administration

Purpose
You create sourcing project directly without reference from central purchase requisition. This is called strategic sourcing.
Procedure
Test Test Step Name Instruction Expected Result Pass / Fail

Step # /
Comment
1 Log on to Fiori Log on to the SAP Fiori launchpad as a Sourcing Manager. The SAP Fiori
Launchpad launchpad displays.
2 Access the App Choose Manage Sourcing Projects (F4861) The Manage Sourcing
Projects screen
displays.
3 Create Sourcing Project On the Manage Sourcing Projects screen, choose Create . The Sourcing Project
screen displays.
4 Maintain Sourcing On the Sourcing Project screen, navigate to Header section and make the following entries:
Project Header Data Name: Your Sourcing Project Name
Submission Deadline: for example, today + 1 month
Central Purchasing Group: 001
Central Purchasing Organisation: 1010
Central Company Code: 1010
Material Group: Your material group, for example, L002
Document Currency: EUR
Allowed Currency: USD
Allow Attachments: Checked (Optional).

Step # /
Comment
Allow Notes: Checked(Optional).

Purchaser Responsible: Select one of the Sourcing Manager users from the F4 Help
Follow-on Document Type: for example, Quantity Contract
Validity Per. Start: for example, today
Validity Period End: for example, today + 6 month
Navigate to Delivery and Payment Terms section, make the following entries and choose Go:
Payment Terms: 0001
Incoterms Version: Your Incoterm version, for example, 2000
Incoterms: Your incoterms, for example, CFR
Incoterms Location 1: Your incoterms location
Shipping Instruction: for example, V1
Note If no shipping instruction was defined in the system, please maintain it. Based on your configuration environement,
● For non-CBC customers, please log on with role BPC_EXPERT, in app Manage Your Solution- Configure Your Solution, under path: ap-
plication area Sourcing and Procurement Sub Application Area Operational Procurement, find the configuration activity Define Shipping
Instructions for new entry.
● For CBC customers, search Define Shipping Instructions and go to this configuration activity to proceed.
5 Maintain Procurement Navigate to Procurement Projects section, click Add and make the following entries:
Project (Optional for Project: The procurement project created above
project item)
6 Maintain Souricng Navigate to Sourcing Project Items section, choose Create and select Standard Item.
Project Item Data: On the new item line, click Details, make the following entries:
Standard Item
Description: Your standard item description
Product Type: for example, Material
Target Amount: for example, 20 EUR
Requested Quantity: for example, 100
Requested Quantity Unit: EA
Requested Delivery Date: Your delivery date
Purchasing Group: Your purchasing group in Connected System
Purchasing Organization: Your purchasing organization in Connected System

Step # /
Comment
Company Code: Your company code in Connected System

Follow-On Document Category: Central Contract
Navigate to section Delivery Address, and make the following entry:
Country/Region: for example, DE
You can maintain other fields in section Delivery Address from value help, but these fields are not mandatory.
Caution If Follow-On Document Category is selected as “Purchase Order”, Follow-On Document Type is mandatory, and will read the pur-
chase order document type from the connected system, please select from the dropdown list.
In this case, material number can be fulfilled with material master data from connected system. Requested Delivery Date is required.
Note Total Target Amount will be calculated automatically with the target amount per unit and the requested quantity.
7 Maintain Souricng Navigate to Sourcing Project Items section, choose Create and select Project Item.
Project Item Data: Project On the new item line, click Details, make the following entries:
Item (Optional)
Description: Your project item description
Product Type:for example, Material
Material Group: Your material group,for example, L002
Navigate to Demand Management section, click Create and make the following entries:
Project: The procurement project created above
Click Show Details and make the following entries:
Plant: Your plant from the procurement project
Click right arrow button on the new line, redirect to the Demand Management screen details, navigate to Demand Management Details section,
click Create and make the following entries:
Fiscal Year: Your fiscal year
Requested Quantity: for example, 250 EA
Click Apply.
Note The requested delivery date will be automatically copied from the start of production date in the procurement project.
If you want to collect carbon footprint data from suppliers, enable this feature by finishing the step Enable Carbon Footprint Data Collection in

Step # /
Comment
the prerequsite of Direct Material Sourcing setup guide.

Navigate to Sustainability Data section, choose Add, make the following entry on the new window:
Boundary Condition: for example, Cradle to Gate (CR_TO_GAT).
Click Apply.
8 Maintain Souricng Navigate to Sourcing Project Items section, choose Create and select Invest Item.
Project Item Data: Invest On the new item line, click Details, make the following entries:
Item (Optional)
Description: Your invest item description
Follow-On Document Type: Select from the dropdown list for F category, for example, Standard PO
Go back to Sourcing Project Items screen, scroll the window to the right, make the following entries for invest item:
Caution Invest Item was designed for including only the data relevant to track the invest cost that are part of sourcing, and its only valid fol-
low-on ducoment category is Purchase Order (F). As there’s no material number/account assignment is provided in sourcing project, the fol-
low-on purchase order in step Scenario 2: Create Purchase Order [page ] 68 can only be created with status “Held”, then add further details
with Purchaser role.
9 Maintain Souricng Navigate to Sourcing ProjectItems section, choose Create and select Item Set.
Project Item Data: Item Description: Your item set description
Set (Optional)
Select the new line for item set, click Create and make the following options:
Option A:
Select Standard Item, repeat the operations in step 6.
Option B:
Select Project Item, repeat the operations in step 7.
Option C:
Select Invest Item, repeat the operations in step 8.
10 Save Sourcing Project On the Sourcing Project screen, choose Save and note down the Souricng Project number. Sourcing project is
created with In

Step # /
Comment
Preparation status.
4.1.2.2 Scenario 2: Create Sourcing Project in Demand Driven Sourcing Process (Optional)
Test Administration
Purpose
You create sourcing project with reference from central purchase requisition. This is called demand driven sourcing.
Procedure

Step # /
Comment
1 Log On Log on to the SAP Fiori launchpad as a Purchaser - Central Procurement and a Sourcing Manager. The SAP Fiori launchpad
is displayed.
2 Access the App Choose Process Purchase Requisitions Centrally - Formerly Manage Purchase Requisitions Centrally (F3290). The Manage Purchase
Requisistions Centrally

Step # /
Comment
screen is displayed.
3 Start Sourcing Project Select the checkbox of multiple Purchase Requisition Items and choose Create Document, choose Create Sourcing Project to create a new The Sourcing Project
creation sourcing project. screen is displayed.
On the pop-up window, make the following entries and click Continue:
Souring Project Type: Demand-Driven Sourcing
4 Maintain Sourcing On the Sourcing Project screen, navigate to Header section and make the following entries:
Project Header Data Name: Your Sourcing Project Name
Submission Deadline: for example, today + 1 month
Central Purchasing Organisation: 1010
Central Company Code: 1010
Allowed Currency:
Allow Attachments: Checked .(Optional)
Allow Notes: Checked . (Optional)
Purchaser Responsible: Select one of the CentralPurchaser users from the F4 Help
Follow-on Document Type: for example, Quantity Contract
Validity Per. Start: for example, today
Validity Period End: for example, today + 6 month
Navigate to Delivery and Payment Terms section, make the following entries and choose Go:
Payment Terms: 0001
Incoterms Version: Your Incoterm version, for example, 2000
Incoterms: Your incoterms , for example, CFR
Shipping Instruction: for example, V1
5 Maintain Procurement Navigate to Procurement Projects section, click Add and make the following entries:
Project (Optional for Project:
project item)

Step # /
Comment
6 Maintain Souricng The item data is already copied from the central purchase requisitions item.
Project Item Data: There are still some mandatory fields to be fulfilled.
Standard Item
Product Type: for example, Material
Purchasing Group: Your purchasing group in Connected System
Purchasing Organization: Your purchasing organization in Connected System
Company Code: Your company code in Connected System
Follow-On Document Category: Central Contract
You can maintain other fields in section Delivery Address from value help, but these fields are not mandatory.
Country/Region: for example, DE
Navigate to section Delivery Address, and make the following entry:
Caution If Follow-On Document Category is selected as “Purchase Order”, Follow-On Document Type is mandatory, and will read the pur-
chase order document type from the connected system, please select from the dropdown list.
Material number is reuqired. Requested Delivery Date is required.
Note Total Target Amount will be calculated automatically with the target amount per unit and the requested quantity.
7 Maintain Souricng The item data is already copied from the central purchase requisitions item.
Project Item Data: There are still some mandatory fields to be fulfilled.
Project Item (Optional)
Navigate to Sourcing ProjectItems section, choose Create and select Project Item.
On the new item line, click Details, make the following entries:
Description: Your project item description
Product Type:for example, Service
Material Group: Your material group,for example, P001

Step # /
Comment
Start of Performance Period: for example, today + 1 month

End of Performance Period: for example, today + 3 month
Navigate to Demand Management section, click Create and make the following entries:
Project: The procurement project created above
Click Show Details and make the following entries:
Plant: Your plant from the procurement project
Click right arrow button on the new line, redirect to the Demand Management screen details, navigate to Demand Management Details section,
click Create and make the following entries:
Fiscal Year: Your fiscal year
Click Apply.
Note The requested delivery date will be automatically copied from the start of production date in the procurement project.
If you want to collect carbon footprint data from suppliers, enable this feature by finishing the step Enable Carbon Footprint Data Collection in
the prerequsite of Direct Material Sourcing setup guide.
Navigate to Sustainability Data section, choose Add, make the following entry in the new window:
Boundary Condition: for example, Cradle to Gate (CR_TO_GAT).
Click Apply.
8 Maintain Souricng Navigate to Sourcing Project Items section, choose Create and select Invest Item.
Project Item Data: On the new item line, click Details, make the following entries:
Invest Item (Optional)
Description: Your invest item description
Follow-On Document Type: Select from the dropdown list for F category, for example, Standard PO
Go back to Sourcing Project Items screen, scroll the window to the right, make the following entries for invest item:
Caution Invest Item was designed for including only the data relevant to track the invest cost that are part of sourcing, and its only valid fol-
low-on ducoment category is Purchase Order (F). As there’s no material number/account assignment is provided in sourcing project, the fol-

Step # /
Comment
low-on purchase order in step Scenario 2: Create Purchase Order [page ] 68 can only be created with status “Held”, then add further details
with Purchaser role.
9 Maintain Souricng Navigate to Sourcing ProjectItems section, choose Create and select Item Set.
Project Item Data: Item Description: Your item set description
Set (Optional)
Select the new line for item set, click Create and make the following options:
Option A:
Select Standard Item, repeat the operations in step 6.
Option B:
Select Project Item, repeat the operations in step 7.
Option C:
Select Invest Item, repeat the operations in step 8.
10 Save Sourcing Project On the Sourcing Project screen, choose Save and note down the Souricng Project number. Sourcing project is created
with In Preparation status.
4.1.3 Update Sourcing Supplier List
4.1.3.1 Scenario 1: Update sourcing supplier list without existed supplier list
Test Administration

Purpose
You import supplier list for sourcing project, in this case there’s no pre-defined supplier list matching the company code and supplier group combination.
Procedure

Step # Comment
1 Log onto Fiori Log on to the SAP Fiori launchpad as a Sourcing Manager. The SAP Fiori launchpad
Launchpad displays.
2 Access the App Choose Manage Sourcing Projects (F4861) The Manage Sourcing Projects
screen displays.
3 Open Sourcing On the Manage Sourcing Projects screen, Enter the Sourcing Project numbercreated in step Create Sourcing Project [page ] 26, choose The Sourcing Project screen
Project Go. displays.
Select the sourcing project, click the right arrow button and go to details.
4 Update Sourcing On the Sourcing Project screen, choose Update Supplier List, make the following entries and click Update Supplier List in the select The Supplier list for sourcing
Supplier List help: project created.
Company Code: 1010
For sourcing project that does not have existing preferred supplier list with above entries to be imported, please choose Update Supplier
List on the popup warning window again.
5 Display Sourcing Navigate to Supplier List section, choose Display Supplier List. The Sourcing Supplier List
Supplier List screen displays.
6 Change Sourcing On the Sourcing Supplier List screen, choose Edit.

Supplier List Navigate to Suppliers section, click Add and select new suppliers:
Option A:
Click Suppliers, choose suppliers from the list, then click Select.
Option B:
Click User-Specified Supplier List, enter your conditions, click Go to search your preferred supplier list, choose one from the list, then
click Select.All the suppliers from the selected supplier list are added to this sourcing supplier list.
Click Save.
Note All the suppliers should have the same pricing procedure to save successfully.

Step # Comment
7 Submit Sourcing On the Sourcing Supplier List screen, choose Submit to proceed.
Supplier List
4.1.3.2 Scenario 2: Update sourcing supplier list with existed supplier list
Test Administration
Purpose
You import supplier list for sourcing project, in this case there’s pre-defined supplier list matching the company code and supplier group combination. To have existed supplier list, the operation in
process 4RI needs be finished.
Procedure

Step # Comment
1 Log onto Fiori Log on to the SAP Fiori launchpad as a Sourcing Manager. The SAP Fiori launchpad
Launchpad displays.
screen displays.
3 Open Sourcing On the Manage Sourcing Projects screen, Enter the Sourcing Project numbercreated in step Create Sourcing Project [page ] 26, choose The Sourcing Project screen

Step # Comment
Project Go. displays.

4 Update Sourcing On the Sourcing Project screen, choose Update Supplier List , make the following entries and click Update Supplier List in the select The Supplier list for sourcing
Supplier List help: project created.
Company Code: 1010
The supplier list created in process 4RI with same combinations is updated.
5 Display Sourcing Navigate to Supplier List section, choose Display Supplier List. The Sourcing Supplier List
Supplier List screen displays.
6 Change Sourcing On the Sourcing Supplier List screen, choose Edit.

Supplier List Navigate to Suppliers section, click Add and select new suppliers:
Option A:
Click Suppliers, choose suppliers from the list, then click Select.
Option B:
Click User-Specified Supplier List, enter your conditions, click Go to search your preferred supplier list, choose one from the list, then
click Select.All the suppliers from the selected supplier list are added to this sourcing supplier list.
Click Save.
Note All the suppliers should have the same pricing procedure to save successfully.
7 Submit Sourcing On the Sourcing Supplier List screen, choose Submit to proceed.
Supplier List
4.1.4 Approve Sourcing Supplier List (Optional)
Test Administration

Purpose
You can approve supplier list for sourcing in two scenarios:

Release the supplier list of sourcing as purchasing manager when workflow created is triggered for your sourcing supplier list.
Release the supplier list of sourcing as a proposal user when adaptation step in the workflow is triggered for your sourcing supplier list. You can do proposal of suppliers before you do the approval.
Procedure
Scenario 1: Release of Supplier List for Sourcing
# Comment
1 Log onto Fiori Launchpad Log onto SAP Fiori launchpad as a Purchasing Manager. The SAP Fiori launchpad displays.
2 Open My Inbox Choose My Inbox - All Items (F0862). The My Inbox screen displays.
3 Search for Supplier List for Sourcing On the My Inbox screen, enter the sourcing project number in the search area, then choose the
Project Search button.
4 Release Supplier List for Sourcing Select the supplier list in left of the screen and choose Approve in bottom right. The Submit Decision screen displays.
Project
5 Enter Decision Note(Optional) Enter the decision note if needed, then choose Submit. The Supplier List for Sourcing Project is
released.
Scenario 2: Release of Sourcing Supplier List with adaptations

Step # Comment
1 Log onto Fiori Launchpad Log onto SAP Fiori launchpad with the business user assigned with business role created in Create New Role for The SAP Fiori launchpad displays.
Proposal of Suppliers (Optional) [page ] 8.
3 Search for Supplier List for On the My Inbox screen, enter the sourcing project number in the search area, then choose the Search button.
Sourcing Project Select the supplier list in left of the screen.
4 Do proposal of Supplier List for In the Information page, click the link of supplier list for sourcing project, and you will be re-directed to Edit The Sourcing Supplier List screen
Sourcing Project Supplier List page. displays.
On the Edit Supplier List page, click Edit on the right.
Go to Suppliers section, click Add button, choose Suppliers, you can add any of the new suppliers from the value
help to current supplier list in approval. Click OK.
Then click Save.
5 Release Supplier List with On the Sourcing Supplier List page, choose Approve on the right. The Submit Decision screen
adaptation displays.
6 Enter Decision Note(Optional) Enter the decision note if needed, then choose Approve. The Supplier List for Sourcing
Project is released.
4.1.5 Create Condition Record in Sourcing Project
Test Administration

Purpose
You are able to create the condition record for items after import supplier list. There are two options avaliable:
● Option 1: Non-CBDT(cost breakdown template) relevant condition records
● Option 2: CBDT relevant condition records
Caution Option 2 can only be executed after configuration steps relevant with cost breakdown template in setup guide and preliminary steps in test script are completed.
Procedure
Table 1: Table 1: Create Non-CBDT(cost breakdown template) relevant condition records

Step # Comment
1 Log onto Fiori Launchpad Log on to the SAP Fiori launchpad as a Sourcing Manager. The SAP Fiori launchpad
displays.
2 Access the App Choose Manage Sourcing Projects (F4861) The Manage Sourcing
Projects screen displays.
3 Open Sourcing Project On the Manage Sourcing Projects screen, enter the Sourcing Project number created in step Create Sourcing Project [page ] 26, The Sourcing Project
choose Go. screen displays.
4 Open Sourcing Project Item On the Sourcing Projects screen, choose Edit on header level and navigate to Sourcing Project Items, select the items to be created
with new condition records.
Note Invest item does not support condition record creation for now.
5 Option 1: Maintain Plant On Sourcing Project Items section, navigate to Conditions section.
Independent Condition Record Under Validity Periods section，choose Create and make the following entries to create condition record:
Plant Dependent: Unchecked
Condition Type: choose from the search help, for example, PPR0.
Note The condition type in the search help is derived from the pricing procedure of the suppliers by default. This condition type
must be assigned with access sequence 0002 to proceed. This can be realized under Sourcing and Procurement > Master Data >
Pricing .
Please take care of your already existing/pre-delivered condition type that may conflict with this operation, it's recommended

Step # Comment
that you apply sourcing project specific pricing configurations for business consideration.
Valid From: for example, today

Valid To: for example, today plus 1 year
Click Create.
Note The validity period of the condition record should cover the requested delivery date maintained for items.
Click Apply.
Note Before apply a new condition record, please check if special case such as weight UoM based condition type existing, if so,
please consider if you need exclude them from the pricing, or maintain a weight UoM for them.
6 Option 2: Maintain Plant On Sourcing ProjectItems section, navigate to Conditions section.

Dependent Condition Record Under Validity Periods section, choose Create and make the following entries to create condition record:
Plant Dependent: Checked
Connected System: Your Connected System
Plant: Your plant in Connected System
Condition Type: choose from the search help, for example, PPR0
Valid From: for example, today
Valid To: for example, today plus 1 year
Click Create.
Click Apply.
Caution Plant dependent condition is only supported as follow-on documents in purchase order creation, you need to always
maintain Plant Independent Condition for central contract follow-on document type.
Note You can also maintain scales for condition type,before that, the scale relevant configurations need be finished in advance
in SSCUI or configuration activity Set Pricing Condition Types - Purchasing if you need set scales.
7 Save Sourcing Project On the Manage Sourcing Projects screen, choose Save and then Submit to proceed.

Table 2: Table 2: Create CBDT(cost breakdown template) relevant condition records
Step # Comment
1 Log onto Fiori Log on to the SAP Fiori launchpad as a Sourcing Manager. The SAP Fiori launchpad displays.
Launchpad
2 Access the App Choose Manage Sourcing Projects (F4861) The Manage Sourcing Projects screen displays.
3 Open Sourcing Project On the Manage Sourcing Projects screen, enter the sourcing project number created in step Create Sourcing The Sourcing Project screen displays.
Project [page ] 26, choose Go.
4 Open Sourcing Project On the Sourcing Projects screen, choose Edit on header level and navigate to Sourcing Project Items , select the
Item items to be created with new condition records.
Note Invest item does not support condition record creation for now.
5 Switch on Cost On Sourcing Project Items section, navigate to Conditions section. Cost breakdown template relevant condition type
Breakdown Template Under Cost Breakdown section, click on the ON/OFF button and switch it to ON. Then on the screen, make the is copied to condition record.
following entry:
Select Template: for example,Z_CBDT_01 created in preliminary steps. The selective templates are based on
the same combination of company code, purchasing organization, etc..
Once a template is added, the cost breakdown template relevant condition type is added as a condition record
below, here in our case is ZCBD.
The validity period is set automatically from today to 31.12.9999. It will have a ‘Yes’ for column Condition is
CBDT relevant.
6 Create Cost Breakdown On the item level, navigate to Conditions section. Sourcing project specific cost breakdown
Spreadsheet Under Condition Amounts section, choose Create Cost Breakdown Spreadsheet button on the right. spreadsheet is generated.
The cost breakdown spreadsheet is generated in the Attachment section with CBD – External Use type.
Sourcing project item specific information would be updated to this spreadsheet.
Choose Apply.
7 Save Sourcing Project On Manage Sourcing Projects screen, choose Save and then Submit to proceed.

4.1.6 Create/Assign Legal Transaction for Sourcing Project (Optional)
Test Administration
Purpose
You may choose to create legal transaction or assign existed legal transaction to sourcing project. For doing this you need implement 1XV - SAP S/4HANA for Enterprise Contract Management, and
finish the pre-requisites in its setup guide.
Procedure

Step # Comment
1 Log onto Fiori Launchpad Log on to the SAP Fiori launchpad as a Sourcing Manager and Legal Counsel. The SAP Fiori launchpad displays.
screen displays.
3 Open Sourcing Project On the Manage Sourcing Projects screen, Enter the Sourcing Project numbercreated in step Create Sourcing Project [page ] The Sourcing Project screen
26, choose Go. displays.
4 Add Legal Transactions Option 1: Create Legal Transactions The Legal Transaction is added.
On the Sourcing Project Screen, navigate to Legal Transactions section, choose Create.
The system will automatically create a legal transaction based on the sourcing project.
Option 2: Assign Legal Transactions
On the Sourcing Project Screen, navigate to Legal Transactions section, choose Assign, fill in the criteria and choose from
the search help, then choose OK.

Step # Comment
The existed legal transaction will be added.
Note Creation need manual steps of managing context, For details about legal transactions, please check scope item 1XV
- SAP S/4HANA for Enterprise Contract Management
5 Update Legal Select the legal transaction created above, choose Update. The system will automatically update legal transaction based on The Legal Transaction is updated.
Transaction(Optional) the changes on the sourcing project.
4.1.7 Publish Sourcing Project
Test Administration
Purpose
You finalize and publish sourcing project.
Procedure

# Comment
1 Log onto Fiori Log on to the SAP Fiori launchpad as a Sourcing Manager. The SAP Fiori launchpad displays.
Launchpad
2 Access the App Choose Manage Sourcing Projects (F4861) The Manage Sourcing Projects screen
displays.
3 Open Sourcing Project On the Manage Sourcing Projects screen, Enter the Sourcing Project numbercreated in step Create Sourcing Project The Sourcing Project screen displays.
[page ] 26, choose Go.
4 Publish Sourcing On the Sourcing Project screen, choose Publish. Sourcing Project is published.
Project
4.1.8 Approve Sourcing Project(Optional)
Test Administration
Purpose
You release the sourcing project if workflow is triggered for your sourcing project.

Procedure
Test Step # Test Step Name Instruction Expected Result Pass / Fail / Comment
3 Search for Sourcing Project On the My Inbox screen, enter the sourcing project number in the search area, then choose the Search button.
4 Release Sourcing Project Select the Sourcing Project in left of the screen and choose Approve in bottom right. The Submit Decision screen
displays.
5 Enter Decision Enter the decision note if needed, then choose Submit. The Sourcing Project is released.
Note(Optional)
4.1.9 Check Sourcing Project in SAP S/4HANA for Supplier Quotation Management
Test Administration
Purpose
You can check the published Sourcing Project in SAP S/4HANA for supplier quotation management which is based on SAP Business Technology Platform, and take next steps.
Procedure
Please refer to the User Guide for SAP S/4HANA for supplier quotation management to explore how to view sourcing project. Below will provide an example.

Procedure
Test Test Step Instruction Expected Result Pass / Fail /

Step # Name Comment
1 Log on Log onto SAP Fiori Launchpad as a Supplier. The SAP Fiori launchpad displays.
Note Logon role here needs to be setup in SAP BTP before, please make sure all steps are finished in 4RD setup
guide. For more details of roles, please refer to User Management in Admin Guide for SAP S/4HANA for sup-
plier quotation management .
2 Access the Open Supplier Managed Sourcing Projects app from the Launchpad. The Supplier Managed Sourcing Projects screen displays.
SAP Fiori APP
3 Search for On the Supplier Managed Sourcing Projects list view search for the created Sourcing Project and open it. Manage Sourcing Project screen displays. Check that all the
Sourcing data entered on the S4 side and also the attachment are
Project displayed.
4.2 Supplier Quotation for Sourcing Project
4.2.1 Create Supplier Quotation for Sourcing Project
4.2.1.1 Scenario 1: Create Supplier Quotation for Sourcing Project Locally
Test Administration

Purpose
You can create supplier quotations with respect to the sourcing project locally, maintain the price and pricing details, and submit the quotation.
Procedure

Step # Comment
1 Log On Log on to the SAP Fiori Launchpad as a Sourcing Manager. The SAP Fiori Launchpad is displayed.
displays.
3 Open Sourcing Project On the Manage Sourcing Projects screen, enter the sourcing project number created in step Create The Sourcing Project screen displays.
Sourcing Project [page ] 26, choose Go.
4 Create Supplier Quotation Navigate to Supplier List section, select the supplier, click Create Quotation. The Manage Supplier Quotations screen is
Directed to app Manage Supplier Quotations - Sourcing Projects (F4862) displayed.
5 Maintain Supplier Quotation Item Data: On the Central Supplier Quotation screen and in the Header section, make the following entries: General data is added to new supplier
General Name: Your Sourcing Project Supplier Quotation Name quotation.
On the Items section, click the standard item entry, click Details, go to item page.
Nagivate to General Information section, make the following entries:
Proposed Delivery Date: for example, today + 1 month
Offered Quantity: for example, 100 EA
Note For project item, please go to Demand Management screen, input the offered quantity.
For invest item, no need to proceed with next steps for payment terms, conditions, etc.
6 Maintain Supplier Quotation Item Data: Navigate to Payment Terms section, make the following entries and choose Go: Payment terms, incoterms and shipping are
Payment Terms, Inco-terms & Shipping Payment Terms: Select from the payment terms in sourcing project, for example, 0001 added to new supplier quotation.
Navigate to Incoterms section, make the following entries and choose Go:
Incoterms Version: Select from the payment terms in sourcing project, for example,2000
Incoterms: Your incoterms, for example, CFR
Navigate to Shipping Instructions section, make the following entries and choose Go:

Step # Comment
Shipping Instruction: Select from the payment terms in sourcing project, for example, V1
7 Maintain Supplier Quotation Item Data: Navigate to Conditions section, make the following entries and click Apply: Condtion data is added to new supplier
Conditions Valid On: by default it’s the requested delivered date, you can also choose your date, for example, quotation.
today.
Condition Type: choose from the search help, for example, PPR0.
Plant: choose from the search help, Your plant in Connected System
Connected System: choose from the search help, Your Connected System
Note For plant independent condition record, it’s not mandatory to maintain plant and con-
nected system.
In the condition records copied from sourcing project, under Condition Amounts, select a previous
maintained condition type, for example, PPR0, make the following entries:
Condition Amount: for example, 21 EUR.
Navigate to Price Simulation section, make the following entries:
Pricing Date: for example, today.
Currency: EUR
Quantity: for example, 100 EA.
Click Simulate.
After all conditions maintained, click Apply on the item page.
8 Maintain Supplier Quotation Item Data: If parameters for measuring carbon footprint were provided in the sourcing project, you can Sustainability data is added to new supplier
Sustainability Data (Optional) consider realizing sustainability data sharing. quotation.
Navigate to Substainability Data section, for question Can you share the carbon
footprint data for this item?, choose Yes.
Carbon Footprint section shows up. Choose Create and make the following entries:
Note Please click Show More per Row to expand view and get a complete list of entries.
Plant: choose from the search help, your plant in connected system
CO2e per Calculation Unit: for example, 1 KG.
Share of Primary Emission: for example, 10%.
Source of Emission Factor: for example, transportation.
Country/Region of Supplier Plant: for example, DE.

Step # Comment
Region of Supplier Plant: for example, BE for Germany.

Valid From: for example, today.
Valid To: for example, today + a quarter.
Supplier Plant: free text of plant, for example, PFM plant.
Choose Apply.
9 Other Item Data Maintenance Repeat step 5 and step 6 for all other items in the sourcing quotation.
10 Submit First Supplier Quotation On the Supplier Quotation screen, choose Create. The Sourcing Project Supplier Quotation is
After the quotation created, click Submit on the top of page. submitted.
4.2.1.2 Scenario 2: Create Supplier Quotation for Sourcing Project in SAP S/4HANA for Supplier Quotation Man-
agement
Test Administration
Purpose
You can create Supplier Quotations with respect to the Sourcing Project in SAP S/4HANA for supplier quotation management which is based on SAP BTP, revise the supplier quotation and submit
to S/4 HANA hub system.

Procedure
Please refer to the User Guide for SAP S/4HANA for supplier quotation management to explore how to create, revise and submit the quotations. Below will provide an example.

Step # Comment
1 Log On Log on to SAP Fiori Launchpad as a Supplier. The SAP Fiori launchpad is displayed.
2 Access the SAP Fiori APP Open Supplier Managed Sourcing Projects app from the Launchpad The Supplier Managed Sourcing Projects screen displays
3 Search for Sourcing Project On the Supplier Managed Sourcing Projects list view search for the created Sourcing Project and Manage Sourcing Project screen displays. Check that all the
open it. data entered on the S4 side and also the attachment are
displayed.
4 Download Cost Breakdown Note Only proceed when cost breakdown relevant condition records are included into sourcing Cost breakdown spreadsheet is downloaded.
Spreadheet(Optional) project.
On the Sourcing Project screen, navigavte to Items section, clickeach level details, find cost
breakdown spreadsheet in Attachment section. Click on it and download to local.
5 Create Supplier Quotation Without quiting from the created Sourcing Project, click on Create Quotation button. Supplier Managed Quotations screen displays
Click on Edit button to enter data.
6 Edit Supplier Quotation Item Click on the item in order to navigate to the Item details which were transferred from the The Information was successfully added.
sourcing project from above and select the related payment terms, incoterms and shipping
instructions.
Navigate to Condition Amounts section, input offered condition amount for respective condition
type.
Navigate to Price Simulation section, fill with criteria and do the price simulation based on above
input.
Choose Apply.
8 Upload Cost Breakdown Customize and fill in necessary values for downloaded spreadsheet from step 4, more than the
Spreadsheet(Optional) price amounts, there is a need for manually add Supplier Quotation ID, Supplier Quotation
Name, etc.
Click into item details which are relevant with cost breakdown template, navigate to Attachment
section, choose Upload, choose from local file.
Choose Apply.
9 Save Supplier Quotation Click on Save button to save changes. Supplier quotation was successfully saved.

Step # Comment
10 Submit Supplier Quotation Click on Submit button to submit Supplier Quotation. Supplier quotation was successfully submitted.
4.2.2 Compare Supplier Quotation for Sourcing Project
Test Administration
Purpose
You can display and compare supplier quotations for sourcing project created locally or from supplier quotation management.
Procedure

Step # Comment
1 Log On Log on to the SAP Fiori launchpad as a Sourcing Manager. The SAP Fiori launchpad is displayed.
2 Access the App Choose Compare Supplier Quotations - Sourcing Projects (F4863) The Compare Supplier Quotations
screen displays.
3 Search Supplier On the Compare Supplier Quotations screen, enter the Sourcing Project number created in step Create Sourcing Project
Quotations [page ] 26, choose Go.

Step # Comment
4 Display Supplier On the Compare Supplier Quotations screen, select one of the quotations, click the link to the details. The Manage Suplier Quotations screen
Quotations is displayed.
5 Compare Supplier On the Compare Supplier Quotations screen, multi-select several quotations, click Compare.
Quotations The comparison of the item details will be displayed. The comparison view can be switched between Standard/Plant/Project
or Plant/CBD conditions/Carbon Footprint.
4.2.3 Negotiation (Optional)
4.2.3.1 Scenario 1: Create Price Negotiation for Supplier Quotations
Test Administration
Purpose
You can create negotiations for Supplier Quotations.

Procedure
# Comment
displays.
3 Open Sourcing Project On the Manage Sourcing Projects screen, Enter the Sourcing Project numbercreated in Create Sourcing Project The Sourcing Project screen displays.
[page ] 26, choose Go.
4 Create Negotiation Navigate to Supplier Quotations section, select several supplier quotations created above, click Create Negotiation, The Negotiation screen is displayed.
choose Price Negotiation.
Directed to Manage Negotiations - Sourcing Projects (F5551) app.
5 Maintain Negotiation On the Negotiation screen and in the General Information section, make the following entries: The negotiation is created with In
Data Description: Your Negotiation Name Preparation status.
Start Date: for example, today

End Date: for example, today + 1 week
Navigate to Items section, click the Select All button, choose Mass Edit, make the following entries for the item to
be negotiated:
Value Type: for example, Absolute
Negotiation Target per UoM: for example, 20 EUR
On the Negotiation screen, choose Create.
Note Only the supplier quotations in “Submitted” Status can be used for creating negotiation.
6 Publish Negotiation On the Negotiation screen, choose Publish. The negotiation is published.
4.2.3.2 Scenario 2: Create Quantity Negotiation for Supplier Quotations
Test Administration

Purpose
You can create negotiations for Supplier Quotations.
Procedure
# Comment
2 Access the App Choose Manage Sourcing Projects (F4861). The Manage Sourcing Projects screen
displays.
3 Open Sourcing On the Manage Sourcing Projects screen, Enter the Sourcing Project numbercreated in Create Sourcing Project The Sourcing Project screen displays.
Project [page ] 26, choose Go.
4 Create Negotiation Navigate to Supplier Quotations section, select several supplier quotations created above, click Create Negotiation, The Negotiation screen is displayed.
choose Quantity Negotiation.
Directed to Manage Negotiations - Sourcing Projects (F5551).
5 Maintain Negotiation On the Negotiation screen and in the General Information section, make the following entries: The negotiation is created with In
Data Description: Your Negotiation Name Preparation status.
Start Date: for example, today

End Date: for example, today + 1 week
Navigate to Items section, click the Select All button, choose Mass Edit, make the following entries for the item to be
negotiated and click Update:
Negotiation Target per UoM
Negotiation Target per UoM: for example, 20 EUR

# Comment
Requested Quantity
On the Negotiation screen, choose Create.
Note Only the supplier quotations in “Submitted” Status can be used for creating negotiation.
6 Publish Negotiation On the Negotiation screen, choose Publish. The negotiation is published.
4.2.3.3 Revise Local Supplier Quotations Based On Negotiation
Test Administration
Purpose
You can revise local supplier quotations based on negotiation.

Procedure

Step # Comment
2 Access the App Choose Manage Negotiations - Sourcing Projects (F5551) The Manage Sourcing Project
Negotiations screen displays.
3 Search All Negotiations under On the Manage Sourcing Project Negotiations screen, Enter the Sourcing Project number created in Create The Negotiation screen displays.
Sourcing Project Sourcing Project [page ] 26, choose Go.
View and select the Negotiations you would like to enter, click the right arrow button and go to details.
4 Revise Negotiation On the Negotiation screen, navigate to Quotations section, select the supplier quotation checkbox, click
Negotiate Quotation
Directed to Manage Supplier Quotations - Sourcing Projects (F4862).
5 Maintain Supplier Quotation On the Supplier Quotation screen, navigate to Items section, have a review of the negotiation details in General
Revise Data Information section, make changes as below:
Navigate to Conditions section, under Condition Amounts, select a main gross price condition, for example,
PPR0, click into the details, make the following entries:
Condition Amount: for example, 20 EUR.
Click Apply.
6 Create and Publish Revised Go back to the Supplier Quotation screen, choose Create. The revised supplier quotation is saved
Supplier Quotation On the right top corner, click Submit. and submitted.
4.2.3.4 End Negotiation Process
Test Administration

Purpose
You can end negotiations for Supplier Quotations and continue processing supplier quotations.
Procedure

Step # Comment
2 Access the App Choose Manage Negotiations - Sourcing Projects (F5551). The Manage Sourcing Project Negotiations
screen displays.
3 Search All Negotiations under On the Manage Sourcing Project Negotiations screen, Enter the Sourcing Project number created in step The Negotiation screen displays.
Sourcing Project Create Sourcing Project [page ] 26, choose Go.
View and select the Negotiations you would like to enter, click the right arrow button and go to details.
4 End Negotiation On the Negotiation screen, Choose End. The Negotiation status is Ended.
4.2.4 Create/Assign Legal Transaction for Sourcing Supplier Quotation(Optional)
Test Administration

Purpose
You can create or assign existed legal transaction for supplier quotation.For doing this you need implement 1XV, and finish the pre-requisites in setup guide for Enterprise Contract Management In-
tegration Part.
Procedure

Step # Comment
1 Log onto Fiori Launchpad Log on to the SAP Fiori launchpad as a Sourcing Manager and Legal Counsel. The SAP Fiori launchpad displays.
screen displays.
3 Open Supplier Quotation in On the Manage Sourcing Projects screen, Enter the Sourcing Project number created in step Create Sourcing Project The Manage Suplier Quotations
Sourcing Project [page ] 26, choose Go. screen displays.
Navigate to Supplier Quotations section, select one quotation and click into details.
4 Add Legal Transactions Option 1: Create Legal Transactions The Legal Transaction is added.
On the Manage Suplier Quotations Screen, navigate to Legal Transactions section, choose Create.
The system will automatically create a legal transaction based on the sourcing project.
Option 2: Assign Legal Transactions
On the Manage Suplier Quotations Screen, navigate to Legal Transactions section, choose Assign, fill in the criteria
and choose from the search help, then choose OK.
The existed legal transaction will be added.
Creation need manual steps of managing context, For details about legal transactions, please check scope item 1XV -
SAP S/4HANA for Enterprise Contract Management.

4.2.5 Awarding
4.2.5.1 Create Awarding Scenario for Supplier Quotation
Test Administration
Purpose
You can create awarding scenario for supplier quotations to proceed the approval workflow.
Procedure
Test Test Step Instruction Expected Result Pass / Fail

Step # Name /
Comment
1 Log On Log on to the SAP Fiori launchpad as a Sourcing Manager. The SAP Fiori
launchpad is
displayed.
2 Access the Choose Manage Sourcing Projects (F4861) The Manage

App Sourcing Projects
screen displays.
3 Open On the Manage Sourcing Projects screen, enter the Sourcing Project numbercreated in step Create Sourcing Project [page ] 26, choose Go. The Sourcing Project
Sourcing Select the sourcing project, click the right arrow button and go to details. screen displays.
Project

Test Test Step Instruction Expected Result Pass / Fail
Step # Name /
Comment
4 Create Navigate to Supplier Quotations section, select one of the supplier quotations created above, click Create Awarding Scenario. The Negotiation
Awarding Directed to Manage Awarding Scenarios (F5550) screen is displayed.
Scenario
5 Save On Awarding Scenario screen, click Create.. A new negotiation

Awarding saved .
Scenario
6 Awarding On Awarding Scenario screen, click Award.

Decision
Note Only the following conditions met, the awarding scenario workflow can be triggered:
1. Sourcing project is “Published” status, no supplier quotation was awarded before.
2. Supplier quotation is not simulated, either under “Submitted” sta-tus or "Submitted (Under Revision)".
Note For the sourcing project created from purchase requisitions, total amount for the item you want to award will be checked with the allocated item
amount in the sourcing project, if exceeded, there'll be warning message by deafult. Cloud version users can set the message severity in the SSCUI/Configu-
ration Activities Define Message Severity for Item Amount Check in Awarding according to the setup guide. OP users can access IMG activity Define Mes-
sage Severity for Item Amount Check in Awarding.
4.2.5.2 Approve Awarding Scenario for Supplier Quotation(Optional)
Test Administration

Purpose
You release the awarding scenario if workflow is triggered for your awarding scenario.
Procedure
# Comment
3 Search for Awarding Scenario On the My Inbox screen, enter the awarding scenario number in the search area, then choose the Search button.
4 Release Awarding Scenario Select the awarding scenario in left of the screen and choose Approve in bottom right. The Submit Decision screen
displays.
5 Enter Decision Enter the decision note if needed, then choose Submit. The awarding scenario is released.
Note(Optional)
4.3 Create Follow-on Documents
4.3.1 Scenario 1: Create Central Purchase Contract and Distribution
Test Administration

Purpose
You can create a Central Contract from the awarded Supplier Quotation for Sourcing Project. This step refers to 2ME test script.
Procedure
# Comment
2 Access the App Choose Manage Supplier Quotations - Sourcing Projects (F4862). The Manage Supplier Quotations screen is
displayed.
3 Search Sourcing Project Supplier On the Manage Supplier Quotations screen, enter search criteria to search your Supplier Quotations. Your Supplier Quotation is displayed.
Quotations Then choose your awarded Supplier Quotation.
Note In this scenario, the awarded quotation should be based on the item of which the follow-on docu-
ment type is central contract.
4 Create Central Purcahse Contract On the Supplier Quotation screen, choose Create Central Contract on the upper right corner and then The Central Purchase Contract screen is
choose Create Purchase Contract. displayed.
5 Enter Central Purcahse Contract On the Central Purchase Contract screen, navigate to General Information section and make the following The Central Purchase Contract is created.
data entries:
Contact Type: Quantity Contract
Valid from: for example, today
Valid to: for example, today + 1 month
Central Purchasing Organization: 1010
Currency: EUR
You can check Flexible Distribution to allow more than 100% distribution.
In the Items section, make the following entries:
Target Quantity: for example, 10
Choose Release.
If click on Save In Preparation, the document will be saved with In Preparation status, no approval or
distribution will be triggered.

4.3.1.1 Release Central Purchase Contract (Optional)
Test Administration
Purpose
You release the central purchase contract if workflow is triggered for your central purchase contract.
Procedure
# Comment
1 Log on Log onto SAP Fiori launchpad as a Purchasing Manager. The SAP Fiori launchpad displays.
3 Search for Central Purchase On the My Inbox screen, enter the central purchase contract number in the search area, then choose the
Contract Search button.
4 Release Central Purchase Select the central purchase contract in left of the screen and choose Release in bottom right. The Submit Decision screen displays.
Contract
5 Enter Release Reason Enter the release reason if needed, then choose Submit. The Central Purchase Contract is
released.

4.3.1.2 Display Central Purchase Contracts
Test Administration
Purpose
You can check the distribution status and local contract in central purchase contract.
Procedure

Step # Comment
1 Log On Log on to the SAP Fiori launchpad as a Sourcing Manager. The SAP Fiori launchpad is
displayed.
2 Access the App Choose Manage Central Purchase Contracts (F3144) . The Manage Central Purchase
Contracts screen is displayed.
3 Search central contract On the Manage Central Purchase Contracts screen, enter search criteria to search your central purchase contract. Your central contract is
Then choose your central purchase contract. displayed.
4 Check distribution status On the Central Purchase Contracts screen, navigate to the Items section and choose the item entry.
and local contract number On the Central Purchase Contract Item screen, navigate to the Distributed Outline Agreements section.
You can check the local contract/schedule agreement number in column Outline Agreements.
If Distribution Status is Error in Distribution, you can choose Information in the column of Error Information to check detail error
information. After error is fixed in connected system, you can select the line and choose Reinitiate Distribution to distribute central
purchase contract again.

4.3.1.3 Check Local Contract - In Connected System
Test Administration
Purpose
You can check the contract which is a copy of the central contract in connected system.
Procedure
Test Step Test Step Name Instruction Expected Pass / Fail /

# Result Comment
1 Log onto ECC Access the respective connected system to which employee belongs as a Purchaser .
2 Check Local Outline Check the local contract distributed from central contract with transaction ME33K.
Agreements If Info Record Update Code is assigned in contract distribution, you can check the updated info record by choosing Environment > Info Record
in local contract / scheduling agreement.
The account assignment category U(Unknown) for free text and '' (Blank) for material are currently supported as account assignment
category for central contract item.

4.3.2 Scenario 2: Create Purchase Order
Test Administration
Purpose
You can create Purchase Order based on the Sourcing Project Supplier Quotation.
Restrictions
As a Sourcing Manager, you access the app Manage Supplier Quotations - Sourcing Projects (F4862) to create purchase order based on awarded quotations. On screen Create Purchase Order, rele-
vant information is pre-populated based on the item information that is taken over from the awarded supplier quotation. If you work with the items of the type Invest Item, the value in the field Pur-
chasing Group is currently neither pre-filled, nor is it selectable from the value help. To enable editing of this information, Sourcing Manager has to create purchase order by clicking Order in status
“Held”. In the connected system, purchaser responsible can then edit the created purchase order and set the required purchasing group to finish the purchase order release procedure.
Procedure

Step # Comment
1 Log onto Fiori Launchpad Log on to the SAP Fiori launchpad as a Sourcing Manager. The SAP Fiori launchpad is
displayed.
2 Access the App Choose Manage Supplier Quotations - Sourcing Projects (F4862). The Manage Supplier Quotations
screen is displayed.
3 Search Sourcing Project On the Manage Supplier Quotations screen, enter search criteria to search your Supplier Quotations. Your Supplier Quotation is

Step # Comment
Supplier Quotations Then choose your awarded Supplier Quotation. displayed.
Note In this scenario, the awarded quotation should be based on the item of which the follow-on document type is pur-
chase order.
4 Create Central Purcahse On the Supplier Quotation screen, choose Create Purchase Order on the upper right corner. The Central Purchase Order
Order screen is displayed.
5 Enter Purcahse Order data On the Create Purchase Order screen, navigate to General Information section and make the following entries: The Purchase Order is created.
Purchasing Organization: 1010
Purchasing Group: 001
Choose Order.
Note If you have any validation issues or need to do further adjustments, you can choose to create purchase order in status
"Held" on screen Create Purchase Order. By this step you can still create purchase orders.
Note down the created purchase order number to check in the connected system later, or click on the hyperlink of the purchase
order number. The WebGUI of connected system will be opened in the new session.
4.3.2.1 Display Purchase Order - In Connected System
Test Administration

Purpose
After a purchase order is created in hub system, you can check the purchase order in the connected system.
Procedure
1 Log onto ECC Access the respective connected system as a Purchaser.
2 Display Purchase Order Check the purchase order with transaction ME23N.
4.3.2.2 Post Goods Receipt - In Connected System
Test Administration
Procedure
1 Log onto ECC Access the respective connected system as a Warehouse Clerk .
2 Post Goods Receipt Post goods receipt with TransactionMIGO Goods Receipt is posted in connected system.

4.3.2.3 Create Supply Invoice - In Connected System
Test Administration
Procedure
1 Log onto ECC Access the respective connected system as an Accounts Payable Accountant .
2 Create Invoice Verification Create supplier invoice with Transaction Code MIRO. Invoice is created in the connected system.
Choose Invoice.

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
INCLUDE.
Example Output on the screen. This includes file and directory names and their paths, messages, names of variables and
parameters, 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
documentation.
<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 .
© 2023 SAP SE or an SAP affiliate company. All rights reserved.

No part of this publication may be reproduced or transmitted in any form or
for any purpose without the express permission of SAP SE or an SAP affili-
ate company. The information contained herein may be changed without
prior notice.
Some software products marketed by SAP SE and its distributors contain
proprietary software components of other software vendors. National product
specifications may vary.
These materials are provided by SAP SE or an SAP affiliate company for in-
formational purposes only, without representation or warranty of any kind,
and SAP or its affiliated companies shall not be liable for errors or omissions
with respect to the materials. The only warranties for SAP or SAP affiliate
company products and services are those that are set forth in the express war-
ranty statements accompanying such products and services, if any. Nothing
herein should be construed as constituting an additional warranty.
SAP and other SAP products and services mentioned herein as well as their
respective logos are trademarks or registered trademarks of SAP SE (or an
SAP affiliate company) in Germany and other countries. All other product
and service names mentioned are the trademarks of their respective compa-
nies.
See www.sap.com/copyright for additional trademark informa-

Direct Material Sourcing (4RD_DE) tion and notices.

Direct Material Sourcing (4RD - DE)

Uploaded by

Document Information

Original Title

Copyright

Available Formats

Share this document

Share or Embed Document

Sharing Options

Did you find this document useful?

Is this content inappropriate?

Copyright:

Available Formats

Direct Material Sourcing (4RD - DE)

Uploaded by

Copyright:

Available Formats

Test Script

SAP S/4HANA Cloud - 06-07-23

Direct Material Sourcing (4RD_DE)

Direct Material Sourcing (4RD_DE)

Direct Material Sourcing (4RD_DE)

2.1 System Access

Sourcing Manager SAP_BR_SOURCING_MAN Materials Management - Product Sourcing SAP_MM_SPT_PRODUCT_SRC_

Direct Material Sourcing (4RD_DE)

Legal Counsel SAP_BR_LEGAL_COUNSE Legal Counsel - Enterprise Contract Management SAP_BR_LEGAL_COUNSEL

Purchaser - Central SAP_BR_CENTRAL_PURC Materials Management - Central Procurement SAP_MM_SPT_CNTRL_PURCHA

2.3 Master Data, Organizational Data, and Other Data

Data Sample Value Details Comments

Central Company Code 1010 Company Code 1010

Central Purchase Organization 1010 Purch. Org. 1010

Central Purchasing Group 001 Group 001

Material Group L002 Raw Material

Direct Material Sourcing (4RD_DE)

BNE Create Supplier Master– MDS

2.4 Additional Manual Configuration

2.5 Business Conditions

Scope Item ID Business Condition

Scope Item ID Business Condition

Direct Material Sourcing (4RD_DE)

2.6.1 Configure Workflow for Sourcing Projects(Optional)

In this procedure, you configure workflow for Sourcing Projects.

Direct Material Sourcing (4RD_DE)

2.6.2.1 Create New Role for Proposal of Suppliers (Optional)

Test Test Step Name Instruction Expected Result Pass / Fail /

Direct Material Sourcing (4RD_DE)

2.6.2.2 Configure Workflow for Sourcing Supplier List(Optional)

Scenario 1: Create with step “Release of Sourcing Supplier List”

3 Create Workflow Choose Create and make the following entries.

Assignment By: Choose User and select Purchasing_Manager from search

Direct Material Sourcing (4RD_DE)

Test Test Step Name Instruction Expected Result Pass / Fail /

3 Create Workflow Choose Create and make the following entries.

Direct Material Sourcing (4RD_DE)

Test Test Step Name Instruction Expected Result Pass / Fail /

Direct Material Sourcing (4RD_DE)

2.6.3 Configure Workflow for Awarding Scenarios(Optional)

In this procedure, you configure your workflow for awarding

3 Create Workflow Choose Create and make the following entries.

Direct Material Sourcing (4RD_DE)

2.6.4.1 Configure Flexible Workflow for Central Purchase Contracts

3 Create Workflow Choose Add and make following entries.

Direct Material Sourcing (4RD_DE)

3 Create Workflow Choose Add and make following entries.

Direct Material Sourcing (4RD_DE)

Test Test Step Name Instruction Expected Result Pass / Fail /

Navigate to General Information section, make the following entries:

Direct Material Sourcing (4RD_DE)

2.6.6 Schedule Update of Phase Switch(Optional)

Test Test Step Name Instruction Expected Result Pass / Fail /

Direct Material Sourcing (4RD_DE)

Job Template: Application Job Template for Sourcing

2.6.7 Manage Situation Types (Optional)

2.6.7.1 Manage Situation Types for Supplier Quotation Creation

Direct Material Sourcing (4RD_DE)

Test Test Step Name Instruction Expected Result Pass / Fail /

ID: ZPROC_SRCGPROJQTNCREATEDNOTIFY (for example)

Direct Material Sourcing (4RD_DE)

Test Test Step Name Instruction Expected Result Pass / Fail /

ID: ZPROC_SRCGPROJLOWNUMBEROFQTN (for example)