Niket Moharle

RELEASE PROCEDURE

 Release Procedure is an Approval Process for all the Purchasing Documents like Purchase
Order (PO), Purchase Requisition (PR), etc.
 The manner in which this procedure is configured is called as Release Strategy.
 Release strategy can be with Classification and Without Classification.
 Release Strategy without classification will have Account assignment category, Plant,
Material Group & Total value as characteristics whereas with classification you can
define your own characteristics.
 Purchase Requisition is released at Header level (overall release) & Item level (item by
item) whereas Purchasing Documents like PR, PO, Contract.etc are released at header
level only (overall release).
 In Release Procedure for PO, we use Table CEKKO & for PR we use Table CEBAN.

CEBAN CEKKO
WERKS Plant WERKS Plant
EKORG Purchasing Organization Purchasing
EKORG
EKGRP Purchasing Group Organization
BSART Document Type EKGRP Purchasing Group
GFWRT Header Level Net Value BSART Document Type
GSWRT Item Level Net Value GNETW Net Value

 T-Codes for Releasing PO & PR

Purchase Order Purchase Requisition

ME29N Individual Release ME54N Individual Release
ME28 Collective Release ME55 Collective Release

 RELEASE STRATEGY FOR PURCHASE ORDER

SPRO> IMG> Materials Management> Purchasing> Purchase Order> Release procedure

for Purchase Order> Edit Characteristics
> Edit Class
> Define Release Procedure for Purchase order

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1. Edit Characteristics (CT04): -

In this step we will create characteristics of each attribute for selection criterion.
For example, we will create Plant, Purchasing Organization & Net Value as a
characteristic.

a) Plant

Here, we have created one characteristic as PO_PLANTTS & for this we have selected
table name as CEKKO & field value as WERKS (plant).

Select the characteristics value for which release will be applicable. Here in this case
plant TX10 is the Characteristics value.

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Characteristic PO_PLANTTS saved

b) Purchasing Org.

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Here, we have created one characteristic as a PO_PURCHORGTS & for this we have
selected table name as CEKKO & field value as EKORG (Purchasing Org).
Select the characteristics value for which release will be applicable. Here in this case
Purchasing Org. 3500 is the Characteristics value.

Characteristic PO_PURCHORGTS saved

c) Net Value: -

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Here, we have created one characteristic as a PO_VALUETS1 & for this we have selected
table name as CEKKO & field value as GNETW (Net Value).
Enter the Currency & select Interval values allowed.

Select the characteristics value for which release will be applicable. Here in this case, we
select multiple values as <2,00,000 INR & >=2,00,000 INR. It means the Net Value below
2 lakhs will have on release & Greater than equal to 2 lakhs it will have another Release.

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Characteristic PO_VALUETS1 saved

2. Edit Class (CL02): -

In this step we will create one Class & assign all the newly created Characteristics to it.
Always select Class type “032” for Release strategy.

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Class type 032: Class PO_CLASSTS created

3. Define Release Procedure for Purchase Order: -

In this step, we define Release Strategy & has various sub steps.

a) Release Group
b) Release Codes
c) Release Indicator
d) Release Strategies
e) Workflow

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a. Release Groups: -

In this step we define release groups & assign Class to it.

Here, we create TX & TQ as Release Groups & assign PO_CLASSTS Class to it.

b. Release Codes: -

In this step, we will define release codes for our release groups. Maximum 8
release codes can be defined.
Here, we define two release codes each for our both release groups.

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(Note: - Here Description for codes are taken as example)

c. Release Indicators: -

SAP has given standard Release ID B BLOCKED & R RELEASE

We can customize it according to our requirement.

d. Release Strategies: -

In this Step, we will define a new release strategy with respect to our release
groups & release codes.

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In Release Prerequisites, we will decide the sequence of the release i.e. (Release
Codes)
In Release Status, we will decide the status of release w.r.t. Release Codes.
In Classification, we maintain the value of characteristics for which release
strategy should be applicable.
In Release Simulation, we just simulate the release i.e. activate the release.

Here, we define Release Strategy S8 for Release Group TX with characteristics

values as Plant TX10, Purchasing Org. 3500 & Net Value <2,00,000 INR.

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Similarly, we define one more Release Strategy S9 for Release group TQ with
characteristics Plant TX10, Purchasing Org. 3500 & Net Value >= 2,00,000 INR.

Now all the necessary configuration has been completed.

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CASE A: -
In this step, create one PO to check whether the system triggers the correct release strategies.

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Here, one PO of 1000 Kg is created with net price as 150 per Kg for Plant TX10.
PO Doc Type TS created under the number 5500001020
Now if we try to post GR, system will show a message that Purchase order not yet
Released.

We will release the PO by using T- code ME29N.

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As we enter the PO no., we see that Strategy S8 with Release Codes X1 & X2 gets
triggered by the system.
Plant- TX10, Purchasing Org. 3500 & Net Value <2,00,000 INR.

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After Releasing the PO, we can post GR.

CASE B: -

Again, for the Same PO, we change the Quantity as 2000 kg with net price unchanged for
Plant TX10 & Save the PO.

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Again, GR is not possible before release. Release PO By using T-code ME29N.

As we enter the PO no., we see that Strategy S9 with Release Codes Q1 & Q2 gets
triggered by the system.
Plant- TX10, Purchasing Org. 3500 & Net Value >=2,00,000 INR.

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 Strategy S8 will be trigger for Purchasing Org. 3500, Plant TX10 & if the Total Net Value is
less than 2 lakhs.
 Strategy S9 will be trigger for Purchasing Org. 3500, Plant TX10 & if the Total Net Value is
equal to & greater than 2 lakhs.
 Also, if there is any Value change then also system will trigger the release strategy.

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