Release procedure for RFQ

Hello All,
I'm trying to configure release strategy for RFQ, but it's not working.
I have create characteristics for CEKKO-BSART,CEKKO-BSTYP,CEKKO-EKGRP,CEKKO-WERKS.
Have assigned objects to classes. Release indicators are assigned properly.
But in ME41 it is not getting activated. What could be the reason? I think I have made a mistake somewhere.
Thanks in advance,
Piyush

Hi,
Is it necessary to assign release code & release group to user id?
Because I have never done it for any release procedure uptill now.
Please explain the same.
Thanks in advance,
Piyush

Similar Messages

Cannot reset release strategy for RFQ

Dear SAP gurus,
I set release procedure for RFQ. I set anyway that the changeability is 6, and the tolerance is zero. I expect that after it is released, whenever anyone is changing everything the release strategy will be reset.
But this is not happening. In my case, the manager already approve the RFQ but the RFQ has not been sent yet. Then someone change the quantity of the RFQ, and the release strategy is not reset. When I check again I realize that changeability 6 means the release will be reset if the value is changed; while in RFQ there is no value mentioned anywhere, it means that the release strategy for RFQ will never be reset.
Do i miss something? Is there any way to make sure that the release for RFQ is reset if someone change anything in the RFQ?
Best regards,
John.

Why are you having a value based release in RFQ? And more important, why do you need release for RFQ?
However, if you still want to go ahead with release, then you need to use the user exit for purchasing document release to achieve your objective. Please search for my earlier posts on how to reset release even on decrease of PO value. You can use the same logic for RFQ also.
Lakshman

Release Procedure for every Purchasing documents

Hi,
for a procument of material eg:- Material007
Can I set Release Procedure for Purchase rquisition
then after releasing Purchase rquisition i need to create a RFQ
which is also subject to Release Procedure ,After releasing RFQ I should able to enter into a Contract,which also subject to Release Procedure ,After releasing Contract i need to create a Purchase Order which is also subject to Release Procedure,After releasing Purchase Order only I should be able to Receive the goods.
Is it possible to do this way ?Can any one help me?
Thanks

Why you want to put so many locks??????
well if case your required use below steps for all document typew in IMG.
suggestion to download the BBP from below link also
http://help.sap.com/bestpractices/BBLibrary/bblibrary_start.htm
3.4.24     Releasing Procedure for Purchase Documents
Use
This setting is incorporated to just give demonstration of how SAP Release procedure works. The aim of this procedure is to replace manual written authorization procedures using signatures by an electronic one, while maintaining the dual Ctrl principle. The person responsible processes the purchasing document in the system, thereby marking it with an "electronic signature" which can give the document legal force.
3.4.24.1     Creation of Characteristics
Procedure
1.     Access the activity using one of the following navigation options:
IMG Menu     Materials Management  Purchasing  Purchase Order  Release Procedure for Purchase Orders  Edit Characteristic
Transaction Code     CT04
2.     On the Characteristic screen, make the following entries.
3.     In put POVAL in filed Characteristic and choose Create (White paper) icon or Ctrl + F3 to begin creation of characteristic.
Field name     Description     User action and values     Note
Select Addnl Data tab
Table Name     Table Name     CEKKO
Field Name     Field Name     GNETW
Choose Enter to continue, system will give an information message saying Format Data taken from ABAP dictionary, Choose Enter again to continue.
Select Basic Data tab
Description     Description     Total net order value
Status     Status     Released
Data Type     Data type     Currency format     Selected by system
Number of characters     Number of characters     15
Decimal places     Decimal places     2
Currency     Currency     INR
Interval vals allowed     Interval values allowed     Check this tick box
Multiple Values     Multiple values allowed     Select this radio button
4.     Choose Enter to complete the entries
5.     Choose Save icon or Ctrl + S to save the characteristic.
3.4.24.2     Creation of Class
Procedure
1.     Access the activity using one of the following navigation options:
IMG Menu     Materials Management  Purchasing  Purchase Order  Release Procedure for Purchase Orders  Edit Class
Transaction Code     CL02
2.     On the Class screen, make the following entries:
Field name     Description     User action and values     Note
Class     Class     PORELPROC
Class Type     Class Type     032
Choose Create icon or white paper icon to create new class.
Description     Description     Purchase Order Release Procedure
Status     Status     Released
Choose Char. Tab to input characteristic name.
Characteristic     Characteristic     POVAL     Created in above step
3.     Choose Enter to complete the entries
4.     Choose Save icon or Ctrl + S to save the characteristic.
Result
Class type 032: Class PORELPROC created.
3.4.24.3     Configuration of Release Procedure
Procedure
1.     Access the activity using one of the following navigation options:
IMG Menu     Materials Management  Purchasing  Purchase Order  Release Procedure for Purchase Orders  Define Release Procedure for Purchase Orders
Transaction Code     SPRO
2.     On executing the transaction system will give a popup screen choose Release Groups, system will display Change View u201CRelease Groups: External Purchasing Documentu201D: Overview.
3.     Choose New Entries icon and make the following entries:
Field name     Description     User action and values     Note
Rel. Group     Release Group     02
Class     Class Name      PORELPROC     Created in above step
Description     Description     PO Release Procedure
4.     Choose Enter to complete the entries
5.     Choose Save icon or Ctrl + S to save the entries.
6.     Choose yellow arrow to go back to popup screen.
7.     Choose Release Codes to select.
8.     Choose New Entries icon and make the following entries:
Field name     Description     User action and values     Note
Grp     Release group     02     Created in above step
Code     Release Code     01
Workflow     Workflow     Leave it blank
Description     Description     Purchase Officer
Grp     Release group     02     Created in above step
Code     Release Code     02
Workflow     Workflow     Leave it blank
Description     Description     Materials Manager
9.     Choose Enter to complete the entries
10.     Choose Save icon or Ctrl + S to save the entries.
11.     Choose yellow arrow to go back to popup screen.
12.     Choose Release indicator to select.
13.     Choose New Entries icon and make the following entries:
Field name     Description     User action and values     Note
Release ind.     Release Indicator     1
Released     Released     Leave it blank
Chgable     Changeability     4
Value change %     Change of value     10%
Description     Description     Purchase Order Blocked
Go to 2nd line and input the following values:
Release ind.     Release Indicator     2
Released     Released     Select Check box
Changeable     Changeability     6
Description     Description     Purchase Order Released
14.     Choose Enter to complete the entries
15.     Choose Save icon or Ctrl + S to save the entries.
16.     Choose yellow arrow to go back to popup screen.
17.     Choose Release Strategies to select.
18.     Choose New Entries icon and make the following entries:
19.     System will give new screen New Entries: Details of Added Entries
Field name     Description     User action and values     Note
Release Group     Release group     02
Rel. Stategy     Release Strategy     S1
          Capital Items Release
Release Code     Release Code 1     01
Release Code     Release Code 2     02
20.     Choose Enter to complete the entries.
21.     Choose Release prerequisites icon and select check box 02 at the bottom and choose Enter.
22.     Choose Release statuses icon, system will give a popup screen system will default 1, 1 and 2 entries one by one as a default. Choose Continue.
23.     Choose Classification icon, here you can see Total net order value is displayed, please input >= 1.00 INR value in the white placed and choose Enter.
24.     Choose Next Screen icon or choose F8 to continue.
25.     If you want to simulate the release procedure you can choose Release Simulation icon.
26.     Choose Enter to complete the entries.
27.     To save the settings choose Save icon or Ctrl + S.
Result
Release procedure is saved.
3.4.24.4     Assignment of Values to Release Procedure
As a default all the purchase documents >= Rs. 1000000.00 is suggested in the following step of release procedure, if you want to have different one you need to change the value in the following step. If you do not want release procedure you may change the value to Zero.
Procedure
1.     Access the activity using one of the following navigation options:
IMG Menu     Cross-Application Components  Classification System  Assignments  Assign Object to Classes
Transaction Code     CL20N
2.     On the Class screen, make the following entries:
Field name     Description          User action and values     Note
Class Type     Class Type          032
Choose Enter to Assign values.
Release group     Release Group          02
Rel. Strategy     Release strategy          S1
Choose Enter.
System will give Class name in Assignments, Double choose Class Name.
System will display Characteristic name Total net order value. Assign the value >= 1000000.00 INR against filed Value.
3.     Choose Enter to complete the entries
4.     Choose Save icon or Ctrl + S to save the characteristic.

Error in Release procedure for PO

Hi
I have created a release procedure for Purchase groups and plants. But now I want to add a new Purchasing group to the same strategy. How to do this.

Hi Garapati,
Release strategy is configuration in customisation screen. Do not merely do assignment of object via CL20N or CL24N. Though assigning the object would work, but is better to do it in customisation.
Go to this path: -
SPRO>IMG>Materials Management>Purchasing>Purchase Order>Release Procedure for Purchase Orders>Define Release Procedure for Purchase Order (Execute)-->Release Strategies
Go to: Position>Identify the Group> Identify the Release Strategy code
(How to know what is the release strategy code? In the PO where a release strategy for this value and characteristic is triggered, you can go to the Header-->Release Strategy tab, you would be able to see that the release strategy is triggered. Simply remember the release strategy code. If you already know the code, ignore this step)
When the search is complete and located the right release strategy that you want to amend, select it and click on Details.
Inside, go to Classification. Check that this release strategy contain the characteristic that you want to amend. You would be able to see the Characteristic "Purchasing Group" already maintained. Click on Purchasing Group line and click on "Add rows" icon below, then key in the the Purchasing Group value that you want to add.
Hit Back, and then Save this customisation.
Now, the PO release strategy will trigger the Purchasing Group you just added if the PO details entered matched the Purchasing Group, Plant and Document Type value that you maintained for this release strategy.
Hope this helps.
Rgds.

With classification release procedure for PO

Dear Experts ,
here one issue is with classification release procedure for PO
when I create characteristics
in Additional data
table name :-- Cekko field name :-- match code
enter
click all sec charars then which block I select to go next screen
and fill name is right or ?
please help me

hi,
in additional data field you have to give the field name of characteristic you are maintaining. like if you want to maintain characteristic as document type of the PO then we have to give the field name for document type mentioned in table CEKKO i.e. BSART.
then you have to do the value assignment. here you have to tick the check box for "NOT READY FOR INPUT".
JASH

How to configure release procedure for rate contracts release

Dear all,
How to configure release procedure for rate contract following are the requirements
they are two release codes c1 & c2 <=100000,>=100000
                if c1 is not there c2 has to be approved
     Change in the value of the rate contract contract
     Change in the validity of the rate contract
     Addition of deletion of line items
While using a non u2013 released rate contract in the PO an error message should shoot out.
Also the logic should be changed while using the rate contract in the PO.
The usage of the rate contract should be till the validity of the rate contract. i.e. the measurement should be end date of the rate contract and the PO creation date and not the delivery date of the PO. &
It should be possible to refer existing valid rate contracts in purchase orders.
Regards,
bhaskar

Hi,
In SAP rate contract is known as value contract denoted with wk. The release procedure for rate contract is same as that of other contracts and scheduling agreements. The tables for contracts will vary with SA (Scheduling agreement) .You may try and maintain condition records based on the customer combination and maintian the validity date of condition records as per your requirement.For contract and PO will have the same header/item table as EKKO/EKPO, and the release
class in standard is the same FRG_EKKO, you can use the same for contract.
To distinguish if it's a contract or PO, EKKO-BSART can be used.
For contract EKKO-BSART will be MK or WK, while PO will have NB/UB etc..
You can restrict the document type to set up the release strategy for only contract.
Of cause, you can also create your own release class Z* for contract copying standard
one FRG_EKKO via CL01/Class type 032, and then assign the class Z* to customizing:
OLME:
-> contract
->Release Procedure for Contracts
->Define Release Procedure for Contracts
->Release Groups
If you have already created the PO release class.
Assign a new chracteristic of Document Category -BSTYP
Please check below link for detailed release procedure. I hope this wil help you out .Thanking you.
http://wiki.sdn.sap.com/wiki/display/ERPSCM/RELEASE+PROCEDURE#RELEASEPROCEDURE-TABLESUSEDFORRELEASEPROCEDURES

Release Procedure For Contract

Dear Gurus,
I have created a release procedure for Purchase Order.Now i created a Contract , it also asking for release.I dont know y its happening??
Is ter any link between Po release and Contract Release??
Plz Explain ....
Thanks in advance...........

Hi,
Whatever document types you give in release procedure will undergo Approval process.
Since you have given MK & WK, your contract has been blocked for release. Unless it is released, it cannot be used for further transactions, say creation of PO.
Tcode to release contract is ME35K.
Release it using your release group & release codes, Afterwhich you will be able to create PO with contract reference.
If you donot want contract to undergo release procedure, please do not mention WK or MK in values for doc characteristics. Give the document type of PO alone. Say NB (standard PO)
Regards,
Divya

Regarding releasing procedure for p.o.

hi sapgurus,
the configuration for p.o. release procedure is working perfectly but whenever i go to me29n or me28 i am getting two step release procedure but in industry if the manager has given excess to me29n/me28 then himslef ca release the p.o by means of clicking both release steps, that means without general manager review the manager can release the p.o by means of clicking both. hence i am willing to restricate each user's acess to other stepd release procedure.
examaple
in me29n/me28 :-
1) manager.
2) general manager.
in this case i want the manager to click on his resepctive release step and should not allow to acess the general manager's relase step's.
thanking you
praveer

hi,
please visit
www.sap123.com
there is a thread which explain very clearly for the release procedure for PO.
In PR (With classification0 there is only difference , you use CEBAN communication structure instead of CEKKO for PO)
Regards,
vijay

Release procedure for p.o.

hi sapgurus,
here is the scenario,
i have as issue ( for P.O value only)
1) if the value is < 2 lacks then one person will release.
2) if the value is > 2 lacks then 2 persons will release

hi,
3.4.24 Releasing Procedure for Purchase Documents
Use
This setting is incorporated to just give demonstration of how SAP Release procedure works. The aim of this procedure is to replace manual written authorization procedures using signatures by an electronic one, while maintaining the dual Ctrl principle. The person responsible processes the purchasing document in the system, thereby marking it with an "electronic signature" which can give the document legal force.
3.4.24.1 Creation of Characteristics
Procedure
1. Access the activity using one of the following navigation options:
IMG Menu Materials Management  Purchasing  Purchase Order  Release Procedure for Purchase Orders  Edit Characteristic
Transaction Code CT04
2. On the Characteristic screen, make the following entries.
3. In put POVAL in filed Characteristic and choose Create (White paper) icon or Ctrl + F3 to begin creation of characteristic.
Field name Description User action and values Note
Select Addnl Data tab
Table Name Table Name CEKKO
Field Name Field Name GNETW
Choose Enter to continue, system will give an information message saying Format Data taken from ABAP dictionary, Choose Enter again to continue.
Select Basic Data tab
Description Description Total net order value
Status Status Released
Data Type Data type Currency format Selected by system
Number of characters Number of characters 15
Decimal places Decimal places 2
Currency Currency INR
Interval vals allowed Interval values allowed Check this tick box
Multiple Values Multiple values allowed Select this radio button
4. Choose Enter to complete the entries
5. Choose Save icon or Ctrl + S to save the characteristic.
3.4.24.2 Creation of Class
Procedure
1. Access the activity using one of the following navigation options:
IMG Menu Materials Management  Purchasing  Purchase Order  Release Procedure for Purchase Orders  Edit Class
Transaction Code CL02
2. On the Class screen, make the following entries:
Field name Description User action and values Note
Class Class PORELPROC
Class Type Class Type 032
Choose Create icon or white paper icon to create new class.
Description Description Purchase Order Release Procedure
Status Status Released
Choose Char. Tab to input characteristic name.
Characteristic Characteristic POVAL Created in above step
3. Choose Enter to complete the entries
4. Choose Save icon or Ctrl + S to save the characteristic.
Result
Class type 032: Class PORELPROC created.
3.4.24.3 Configuration of Release Procedure
Procedure
1. Access the activity using one of the following navigation options:
IMG Menu Materials Management  Purchasing  Purchase Order  Release Procedure for Purchase Orders  Define Release Procedure for Purchase Orders
Transaction Code SPRO
2. On executing the transaction system will give a popup screen choose Release Groups, system will display Change View u201CRelease Groups: External Purchasing Documentu201D: Overview.
3. Choose New Entries icon and make the following entries:
Field name Description User action and values Note
Rel. Group Release Group 02
Class Class Name PORELPROC Created in above step
Description Description PO Release Procedure
4. Choose Enter to complete the entries
5. Choose Save icon or Ctrl + S to save the entries.
6. Choose yellow arrow to go back to popup screen.
7. Choose Release Codes to select.
8. Choose New Entries icon and make the following entries:
Field name Description User action and values Note
Grp Release group 02 Created in above step
Code Release Code 01
Workflow Workflow Leave it blank
Description Description Purchase Officer
Grp Release group 02 Created in above step
Code Release Code 02
Workflow Workflow Leave it blank
Description Description Materials Manager
9. Choose Enter to complete the entries
10. Choose Save icon or Ctrl + S to save the entries.
11. Choose yellow arrow to go back to popup screen.
12. Choose Release indicator to select.
13. Choose New Entries icon and make the following entries:
Field name Description User action and values Note
Release ind. Release Indicator 1
Released Released Leave it blank
Chgable Changeability 4
Value change % Change of value 10%
Description Description Purchase Order Blocked
Go to 2nd line and input the following values:
Release ind. Release Indicator 2
Released Released Select Check box
Changeable Changeability 6
Description Description Purchase Order Released
14. Choose Enter to complete the entries
15. Choose Save icon or Ctrl + S to save the entries.
16. Choose yellow arrow to go back to popup screen.
17. Choose Release Strategies to select.
18. Choose New Entries icon and make the following entries:
19. System will give new screen New Entries: Details of Added Entries
Field name Description User action and values Note
Release Group Release group 02
Rel. Stategy Release Strategy S1
Capital Items Release
Release Code Release Code 1 01
Release Code Release Code 2 02
20. Choose Enter to complete the entries.
21. Choose Release prerequisites icon and select check box 02 at the bottom and choose Enter.
22. Choose Release statuses icon, system will give a popup screen system will default 1, 1 and 2 entries one by one as a default. Choose Continue.
23. Choose Classification icon, here you can see Total net order value is displayed, please input >= 1.00 INR value in the white placed and choose Enter.
24. Choose Next Screen icon or choose F8 to continue.
25. If you want to simulate the release procedure you can choose Release Simulation icon.
26. Choose Enter to complete the entries.
27. To save the settings choose Save icon or Ctrl + S.
Result
Release procedure is saved.
3.4.24.4 Assignment of Values to Release Procedure
As a default all the purchase documents >= Rs. 1000000.00 is suggested in the following step of release procedure, if you want to have different one you need to change the value in the following step. If you do not want release procedure you may change the value to Zero.
Procedure
1. Access the activity using one of the following navigation options:
IMG Menu Cross-Application Components  Classification System  Assignments  Assign Object to Classes
Transaction Code CL20N
2. On the Class screen, make the following entries:
Field name Description User action and values Note
Class Type Class Type 032
Choose Enter to Assign values.
Release group Release Group 02
Rel. Strategy Release strategy S1
Choose Enter.
System will give Class name in Assignments, Double choose Class Name.
System will display Characteristic name Total net order value. Assign the value >= 1000000.00 INR against filed Value.
3. Choose Enter to complete the entries
4. Choose Save icon or Ctrl + S to save the characteristic.
Follow these steps
G.Ganesh Kumar

Release strategy for RFQ

Hi,
Please let me know,how to set release strategy for rfq.. i'VE ACTIVATED MY RELEASE STRATEGY FOR po USING TABLE cekko... iF I WANT TO ACTIVATE RELEASE STRATEGY FOR rfq... WHICH TABLE AND FIELD NAME I WANT TO USE... PLS EXPLAIN..

For RFQ also we can use the same communication structure CEKKO, but for differentiation between release startegy of Contrcats Purchase orders & RFQ's better to use the Charcteristic Document category i.e CEKKO - BSTYP - Purchasing Document Category

Pricing procedure for RFQ

from where system picks up the Pricing procedure for RFQ?
Regards

Thanks Sujoy,
I still have one doubt.
why system picks up the pricing RM1002 for RFQ.
Where is its setting?
Regards,

Cancellation of Release Procedure for PO

Hi All,
We have configured 4 step realesed stretegy for PO. Releasing is working fine but we are facing probelm in cancellation.
In cancellation any step you can cancle at any step . But What we want if approval is done R1 >R2> R3> R4 same way cancellation would also follow R4>R3>R2>R1.
However currently system allows even R1 to allow cancel a fully released PO . When R1 cancle than all realease status R2>R3>R4 is also set to unreleased.
How to stop this and allow system to follow same hirarchy in cancellation also.
Thanks
Sanjay

Hi,
Once you create the characteristic and class.
You click on release procedure for Purchase orders.
Click on Release Groups.
enter your release group and release class.( If there is release group already add your release class to it).
Come out and click on Release Codes.
Enter your release codes for your release group. save
Come out and click on release Indicators. Enter release indicators and save.
Click on Release Strategies and Enter your release strategies and click on
There will be step by step procedure to give your amount for charectristics that u maintained.
pls follow that.
Thanks
Asini

Release procedure for Document Park / Post

Dear FI experts,
We want to set release procedure for Customer Credit Notes (FB75)
For this we did following configuration -
FI >> FI Global Setting >> Document >> Document Parking (all setting w.r.t. release approval)
Created and parked a document using FB75.
In MM procedure we give the authorisaiton of Release code to respective users and then he is able to release the PO.
What is to be done in this case ?
What is the process / tcode for releasing this parked document.
Thanks & Regards
Rajesh

Hi Prem
Thanks for ur reply
I tried MRBR but system is giving following message -
There are no blocked invoices that match your selection
Message no. M8654
In MM release procedure , authorisation of Release code is given to respective users and then he is able to release the PO.
What is to be done in this case ?
Can you please explain??
Regards
Rajesh

Release Procedure for Quantity Contract

Dear All,
We have a business requirement to ensure that Quantity Contracts are released by the Account Receivable Accountant before the Sales Support Staff can create Sales Orders against them.
Process : Create Quantity Contract (VA41) -> Release Contract (VKM3)->Create Sales Order (VA01)
Currently, users can create sales order against the quantity contract before the contract has been released.
I need guidance on how to implement system control to prevent this creation of Sales Orders before Quantity Contracts are released..
How can i configure release procedure for quantity contract?
Any assistance will be appreciated.
Many Thanks

Hi
There is a concept of User Status / Status Management in SAP. By using this you can set status as default that is Blocked, and then the authorised person can release the document, only after that a person can create an Order, with reference to that Contract.
The Customisation setting is in :- IMG> sales and Distribution>Sales > Sales Document>Define and assign User Profile(T Code is BS02)
To know more about this you can search the Forum, also check the below given Link:-
[http://web.mit.edu/sapbiz/docs/Explanation%20of%20Status%20Management%20functionality%20v3.doc]
[http://help.sap.com/saphelp_crm40/helpdata/en/73/29943a7acb9023e10000000a114084/content.htm]
Hope this will help you.
Regards
Amitesh Anand

Define Release Procedure for Contracts in RE-FX

Hi Gurus!
I´d like to implement the release procedure for contracts in RE-FX similar at the MM module? Is it possible?
I didn´t find in RE-FX.
Thanks,
Brunoro

Hi Brunoro,
To the extent I am aware in REM exact release process is not available. Instead you can control the Creation/Activation of contract by resticting access to activity 01/07 (respectively) in your seperate roles (with the help of Basis team).
The person authoriosed for Activity 01 will not be authorised for activity 07. And communication between two users can be chanelled via worklist.
Regards
Rohit

Release procedure for RFQ

Similar Messages

Maybe you are looking for