EHP3 for SAP SRM 7.0
EHP7 for SAP ERP 6.0
October 2014
English
Self-Service Procurement (SRM@ERP)
(S20)
Test Script
SAP SE
Dietmar-Hopp-Allee 16
69190 Walldorf
Germany
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Icons
Icon
Meaning
Caution
Note
Typographic Conventions
Icon
Meaning
Example text
Words or characters that appear on the screen. These include field names, screen titles, pushbuttons
as well as menu names, paths and options.
Example text
Exact user entry. These are words or characters that you enter in the system exactly as they appear in
the documentation.
<Example text>
Variable user entry. Pointed brackets indicate that you replace these words and characters with
appropriate entries.
Document Revisions
Only add a revision when corrections are made to a published document. Do not change the original publication date. Set back to revision 0 after
a full upgrade of the scope item.
Revision
Change Date
Description
0
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Copyright
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products and services are those that are set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be
construed as constituting an additional warranty.
In particular, SAP SE or its affiliated companies have no obligation to pursue any course of business outlined in this document or any related presentation, or to
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functionality. All forward-looking statements are subject to various risks and uncertainties that could cause actual results to differ materially from expectations.
Readers are cautioned not to place undue reliance on these forward-looking statements, which speak only as of their dates, and they should not be relied upon in
making purchasing decisions.
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Contents
1
2
3
4
5
Purpose ................................................................................................................................................................................................................... 7
1.1
Purpose of the Document ................................................................................................................................................................................ 7
1.2
Purpose of Self Service Procurement- SRM@ERP ........................................................................................................................................ 7
Prerequisites ........................................................................................................................................................................................................... 7
2.1
System Access ................................................................................................................................................................................................ 8
2.2
Roles ................................................................................................................................................................................................................ 9
2.3
Master Data, Organizational Data, and Other Data ...................................................................................................................................... 10
2.4
Business Conditions ...................................................................................................................................................................................... 11
2.5
Preliminary Steps ........................................................................................................................................................................................... 11
Overview Table ..................................................................................................................................................................................................... 11
Process Steps ....................................................................................................................................................................................................... 13
4.1
Create Shopping Cart .................................................................................................................................................................................... 13
4.2
Approve Shopping Cart ................................................................................................................................................................................. 14
4.3
(M41) SAP Cart Approval .............................................................................................................................................................................. 15
4.4
Display Purchase Order (in ERP) .................................................................................................................................................................. 16
4.5
Display Shopping Cart Status ........................................................................................................................................................................ 17
4.6
Create Confirmation (in SRM) ....................................................................................................................................................................... 17
4.7
Check Purchase Order History (in ERP) ....................................................................................................................................................... 19
4.8
Create Supplier Invoice (in SRM) .................................................................................................................................................................. 20
4.9
Check Purchase Order History (in ERP) ....................................................................................................................................................... 22
Testing the Process Steps .................................................................................................................................................................................... 23
5.1
Shopping Cart Creation with Free Text ......................................................................................................................................................... 23
5.2
Shopping Cart Creation with catalog ............................................................................................................................................................. 27
5.3
Shopping Cart Creation from Replicated Material ......................................................................................................................................... 31
5.4
Shopping Cart Save and Edit Later ............................................................................................................................................................... 35
5.5
Approval of Shopping Cart Items................................................................................................................................................................... 38
5.6
Change Purchase Order ................................................................................................................................................................................ 43
5.7
Create Goods Receipt(SRM/ERP) ................................................................................................................................................................ 47
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Self-Service Procurement (SRM@ERP)
1 Purpose
1.1 Purpose of the Document
This document provides a detailed procedure for testing the scope item, Self Service Procurement after solution deployment, reflecting the
predefined scope of the solution. Each process step is covered in its own section, providing the system interactions (that is, test steps) in a table
view. Steps that are not in scope of the process but are needed for testing are marked accordingly (see column Test Step). Customer-projectspecific steps must be added.
Note for the customer project team: Instructions for the customer project team are highlighted in yellow and should be removed before hand -over
to project testers. The appendix is included for internal reference, in particular to support A2O, and should also be deleted before hand-over to the
customer, unless deemed helpful to explain the larger context.
1.2 Purpose of Self Service Procurement- SRM@ERP
SAP rapid-deployment solution for Supplier Relationship Management for SRM@ERP.
Self Service Procurement - SRM@ERP.
The purpose of this document is to provide a detailed description of the Self-Service Procurement business process for the classic scenario within
the SAP SRM. The process enables an employee to order goods or services from a supplier’s online catalog with a shopping cart and also to
check the status of the ordered goods and services. Later, the same employee confirms the goods and services in SRM after they are received or
completed. Instead of creating the confirmation in SRM, it is possible to create the goods receipt and invoice in ERP. Both options are described
within this document, and can be used.
This Business Process Documentation guides you through the steps required to create a shopping cart with an approval workflow including status
tracking for monitoring the progress of the shopping cart. It also describes the steps for creating a confirmation and invoice for the purchase order
document that is created in the SAP ERP system.
2 Prerequisites
This section summarizes all prerequisites needed to conduct the test in terms of system, user, master data, organizational data, and other test
data and business conditions.
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2.1 System Access
2.1.1
Determining the URL for the System Logon (Portal)
Use
In this step, you determine the URL to log on to your SAP system for self-service procurement via the portal.
Procedure
The name of the path for the logon page is concatenated as follows:
1. Protocol: http or https
2. FQDN: Fully Qualified Domain Name → ask your administrator
3. Port: formula:50000 + (system number *100) + service number
(Your system administrator knows the system number, service number defined (00→http,
01→https)
4. At the end /irj/portal
For example: http://host.domain:50000/irj/portal
Enter the path name in the address line of your browser and choose Enter.
Result
You can log on to the SAP Business Suite system and bookmark the URL. In the following sections, this URL is referred to as BS_Logon_page.
2.1.2
Determining the URL for the System Logon (NWBC)
Use
In this step, you find out the URL to log on to your SAP system for self-service procurement via the NetWeaver Business Client (NWBC).
Procedure
1. The name of the path for the logon page is concatenated as follows:
https://<web server>:<port>/<nwbc service>
(for example, https://uxcirde.wdf.sap.corp:44320/default_host/sap/bc/nwbc).
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You can call up the transaction SMICM and choose Go to → Services (Shift+F1) to find out the web server and port value.
Use the information provided in SAP Note 1368177 to determine the correct SAP NetWeaver Business Client (NWBC) service.
2. Enter the path name into the browser’s address line and choose Enter.
Result
You can log on to the SAP Business Suite system and bookmark the URL. In the following sections, this URL is referred to as BS_Logon_page.
This document describes only the activities for the portal environment because the NWBC is optional.
The test should be conducted with the following system and users:
Type of Data
Details
System
System
Refer the System Access Section
Standard User
S20_Employee
Ex. EMPLOYEE1/welcome
Standard User
S20_Operational Purchaser
Ex. PURCHASER1/welcome
Standard User
S20_Manager1
Ex.MANAGER1/welcome
Passwords are set during the activation and can be changed by the activation user..
2.2 Roles
For non-standard users, the following roles must be assigned to the system users testing this scenario:
Business Role
Business Role Id
Process Step (optional)
Sample data
BP SSP Employee
/SAPSRM/EMPLOYEE
SAP_NBPR_B_RDS_SRM_1C
-
EMPLOYEE1
Password: welcome
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Create shopping cart
Display shopping cart status
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Business Role
Business Role Id
Process Step (optional)
Sample data
Create confirmation
BP SSP PURCHASER
/SAPSRM/OP_PURCHASER_EHP1
/SAPSRM/ST_PURCHASER
/SAPSRM/ST_PURCHASER_EHP1
/SAPSRM/OP_PURCHASER
/SAPSRM/EMPLOYEE
SAP_AIO_PURCHASER-S
SAP_AIO_PURCHASER_S
SAP_NBPR_B_RDS_SRM_1C
-
Display purchase order
Check purchase order history
PURCHASER1
Password: welcome
BP SSP MANAGER
/SAPSRM/MANAGER
SAP_NBPR_B_RDS_SRM_1C
-
Approve shopping cart
MANAGER1
Password: welcome
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 implementation. 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 to go through the test procedure. If you have installed an SAP Best Practices Baseline Package, you can use the
following Baseline Package scenario data:
Data
Sample Value
Details
Material
H11
Trading Good, PD,Reg. Trading
Plant
1000
Plant 1000
Purchase
organization
1000
Purchase Organization 1000
Purchasing group
100
Purchasing Group 100
Employee
EMPLOYEE1
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Data
Sample Value
Manager
MANAGER1
Details
Comments
2.4 Business Conditions
Before this scope item can be tested, the following business conditions must be met.
MM postings should be opened with Invoice Management working.
2.5 Preliminary Steps
Material Management should be up and running with SAP FI configured for accounts payable functionality.
3 Overview Table
The scope item Self Service Procurement (SRM@ERP) consists of several process steps, provided in the table below.
Process Step
UI Type
Business
Condition
Business Role
Create shopping
cart
NWBC/Portal
-
Employee (SRM activity)
Approve
shopping cart
NWBC/Portal
-
Manager (SRM activity)
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Transaction
Code /
Program /
Job
Expected Results
Shopping cart is created in the SAP SRM
system
-
Shopping cart is approved in the SAP
SRM system
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Process Step
UI Type
Business
Condition
Business Role
Transaction
Code /
Program /
Job
Expected Results
(M41) SAP Cart
Approval
NWBC/Portal
-
-
-
Shopping cart is auto approved in SAP
SRM system
Create purchase
order in ERP
SAP GUI
-
Operational Purchaser (ERP
activity)
-
Purchase order is created in the SAP
ERP system
Display
purchase order
(in ERP)
SAP GUI
-
Operational Purchaser (ERP
activity
ME23N
Purchase order is displayed in the SAP
ERP system
Display
shopping cart
status
NWBC/Portal
-
Employee (SRM activity)
-
Shopping cart status is displayed in the
SAP SRM system
Create
confirmation (in
SRM)
NWBC/Portal
-
Employee (SRM activity)
-
Confirmation is created in the SAP SRM
system
Create goods
receipt (in ERP)
SAP GUI
-
Operational Purchaser (ERP
activity)
MIGO
Confirmation is created in the SAP SRM
system
Check purchase
order history (in
ERP)
SAP GUI
-
Operational Purchaser (ERP
activity)
ME23N
Purchase order history is displayed in the
SAP ERP system
Create invoice
(in SRM)
NWBC/Portal
-
Employee (SRM activity)
-
Supplier invoice is created in the SAP
SRM system
Create invoice
(in ERP)
SAP GUI
-
Operational Purchaser (ERP
activity)
MIRO
Supplier invoice is created in the SAP
ERP system
Check purchase
order history (in
SAP GUI
-
Operational Purchaser (ERP
activity
ME23N
Purchase order history is displayed in the
SAP ERP system
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Process Step
UI Type
Self-Service Procurement(SRM@ERP):S20: Test Script
Business
Condition
Business Role
Transaction
Code /
Program /
Job
Expected Results
ERP)
4 Process Steps
This SAP SRM SSP rapid-deployment solution does not feature all of the available SAP SRM functions. The following function, for
example, is not preconfigured within this scenario:
- Use of attachments and transfer to the SAP ERP back end client
To use this function, you must complete additional configuration steps in the SAP Reference IMG.
4.1 Create Shopping Cart
Use
In this activity, you log on to the SAP SRM server and create a shopping cart with a catalog item.
Prerequisites
At least one supplier catalog has been configured.
Procedure
1. Log on to the SAP SRM interface as an employee using the following link on your front-end PC:
SAP SRM
User
Employee
Link
BS_Logon_page
2. Choose Employee Self-Services in the portal.
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3. Choose Shop in the shopping area and select one of your supplier’s catalogs.
4. Select at least one item, specify the quantity, and add it to the basket in the catalog application.
5. Choose Transfer.
6. The selected item has been added to the SAP SRM shopping cart. You are in step 2 of the shopping cart wizard.
7. Choose the Details button to display the item details. In the Sources of Supply / Service Agents section, ensure that a source of supply has
already been assigned. If not, you should be able to assign a supplier code, an info record, or even a contract (only if the three records
mentioned are available in the SAP ERP system) manually by choosing Assign Supplier after selecting the necessary sources of supply data.
8. Choose Next. You are now in step 3 of the shopping cart wizard. You can rename the shopping cart. By default, your shopping cart name
shows your user name and the date and time when the shopping cart was created. Append the term BP to the default shopping cart name and
continue by choosing Order.
The approval workflow is triggered.
Result
You have successfully created a shopping cart in step 3 of the shopping cart wizard and forwarded the shopping cart request to the approving
manager. Close the current browser window.
With the Shopping Area in the user menu, you can now check the status of your shopping cart. Select the Shopping Carts in the personal object
worklist (POWL) queries and refresh them. Search for the shopping cart with the name specified above and check the status field. The status
should be Awaiting Approval.
4.2 Approve Shopping Cart
Use
In this section, the shopping cart is subjected to approval.
Procedure
1. Log on to the SAP SRM interface as a manager using the following link on your front-end PC:
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SAP SRM
User
Manager
Link
BS_Logon_page
2. Choose Purchasing in the portal to display an overview of documents that have different statuses (such as awaiting approval).
3. Select the shopping cart that you created in step 4.1.
4. Check the details of the shopping cart.
Choose Approve to approve the shopping cart.
Result
You have successfully approved a shopping cart.
4.3 (M41) SAP Cart Approval
SAP Cart Approval (M41)
Optional approval Step
Use
In this section the SRM Shopping cart is auto approved.
Procedure
Complete all the activities described in the Business Process Document (M41)
Result
SRM Shopping cart is auto approved and forwarded to ERP Backend.
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4.3.1 Create Purchase Order in ERP
Prerequisites
A shopping cart has been approved.
Procedure
A purchase order gets automatically created in ERP
Result
A purchase order is auto created in SAP ERP.
4.4 Display Purchase Order (in ERP)
Prerequisites
A shopping cart in the SAP SRM system has been created and ordered successfully in the SAP ERP system.
You have checked the status of the shopping cart and identified the purchase order number generated for the shopping cart.
Procedure
Option 1: SAP Graphical User Interface (SAP GUI)
1. Access the transaction using one of the following navigation options:
SAP menu
Logistics → Materials Management → Purchasing → Purchase
Order → Display
Transaction code
ME23N
2. Choose the Other Purchase Order button and enter the purchase order number.
3. Choose the Other Document button to display the purchase order document. Now you can verify the details of your purchase order.
Option 2: SAP NetWeaver Business Client (SAP NWBC)
1. Log on to the SAP ERP interface as an operational purchaser using the following link on your front-end PC:
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SAP ERP
User
Operational Purchaser
Link
BS_Logon_page
2. On the first screen of the NWBC interface, you can find the user menu on the left and the application area on the right of the screen.
3. To navigate to the work center, choose Purchasing on the horizontal navigation bar. In the work center, choose Purchasing and select from
user menu Purchase Orders → Display Purchase Order to display the purchase order document.
4.5 Display Shopping Cart Status
Use
In this activity, you check the shopping cart status in the SAP SRM system.
Procedure
1. Log on to the SAP SRM interface as an employee using the following link on your front-end PC:
SAP SRM
User
Employee
Link
BS_Logon_page
2. Choose Employee Self-Services in the portal.
3. In the Shopping Area, you can now check the status of your shopping cart. Select the Shopping Carts in the POWL queries and refresh them
or find your shopping cart with the Advanced Search function. Select your shopping cart and check the details.
4. To check the purchase order number that was created after approval in the SAP SRM system, you have to navigate to the document item
details. Select the row containing your shopping cart and choose Display.
5. In the Related Documents section, you can find the purchase order number for the shopping cart in the SAP SRM system.
4.6 Create Confirmation (in SRM)
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Use
In this activity, you create a confirmation (goods receipt) after you have received the materials or services from the supplier.
Prerequisites
You have ordered the shopping cart successfully and a purchase order has been assigned.
Procedure
1. Log on to the SAP SRM interface as an employee using the following link on your front-end PC:
SAP SRM
User
Employee
Link
BS_Logon_page
2. Choose Employee Self-Services in the portal.
3. In the Shopping Area, you can check the status of your shopping cart. Select the Shopping Carts in the POWL queries and refresh them or
use the Advanced Search function to find your shopping cart.
4. Select the row containing the shopping cart and choose Create Confirmation.
5. Enter a description in the Confirmation Name field and edit the delivery date (if necessary), which is also the system date.
6. Enter the quantity for confirmation in the Confirm Quantity field. If you want the system to propose the available quantity for confirmation, you
can also choose Copy All Outstanding Quantities.
7. Choose Confirm.
Result
You have successfully created a confirmation.
You have updated the confirmation details in the purchase order history.
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4.6.1 Create Goods Receipt (in ERP)
Use
After the confirmations is created in SRM, the system automatically creates a goods receipt document in ERP
Prerequisites
You have ordered the shopping cart successfully and a purchase order has been assigned.
Procedure
A goods receipt document is created in ERP automatically.
Result
The goods receipt has been created in ERP.
4.7 Check Purchase Order History (in ERP)
Prerequisites
A confirmation has been created for the purchase order.
Procedure
Option 1: SAP Graphical User Interface (SAP GUI)
1. Access the transaction using one of the following navigation options:
SAP menu
Logistics → Materials Management → Purchasing → Purchase
Order → Display
Transaction code
ME23N
2. Choose Other Purchase Order (Shift + F5), and enter the purchase order number.
3. Choose Other Document to display the purchase order document. Now you can verify the good receipts details on the item Purchase
Order History tab page.
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Option 2: SAP NetWeaver Business Client (SAP NWBC)
1. Log on to the SAP ERP interface as an operational purchaser using the following link on your front-end PC:
SAP ERP
User
Operational Purchaser
Link
BS_Logon_page
2. On the first screen of the NWBC interface, you can find the user menu on the left and the application area on the right of the screen. To
navigate to the work center, choose ERP on the horizontal navigation bar.
3. In the work center, choose Purchasing and choose Display Purchase Orders in the user menu to display the purchase order document.
4.8 Create Supplier Invoice (in SRM)
Use
In this section, a supplier invoice is created, either after you have received the materials or services from the supplier, or directly after the purchase
order was created. Depepnding on whether the goods receipt indicator is set in the purchase order a 3 way or 2 way match will apply. This
indicator specifies whether a goods receipt is allowed and expected for the order item. If the indicator is set, the order item is relevant to inventory
management. If no goods receipt indicator is set, the supplier invoice can be posted for the purchase order directly. This setting is based on the order
type in SAP ERP.
Prerequisites
You have created and ordered the shopping cart successfully and a purchase order was created subsequently. Purchase order items with the
goods receipt indicator set require a goods receipt or confirmation before a supplier invoice can be entered. Service items require a service entry
and release (in ERP) or confirmation of service performance in SAP SRM.
Procedure
1. Log on to the SRM interface as an employee using the following link on your front-end PC:
SAP SRM
User
Employee
Link
BS_Logon_page
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2. On the first screen of the NWBC interface, you will find the user menu on the left and the application area on the right of the screen. Choose
Shopping Area in the user menu.
3. Choose Invoices/Credit Memos in the POWL queries. Choose the active Create Invoice list box and find the Invoice entry. Alternatively, you
can post a Credit Memo, Subsequent Debit, or Credit.
4. Find the purchase orders to which you want to post the invoice by using the Add button or the Find link.
5. Use the input help (F4) to enter or find the invoicing party. The Invoicing Party field is filled by entering the supplier.
6. Enter the supplier to which you want to post the invoice. The Supplier field is defaulted from the purchase order. You cannot post the invoice
to more than one supplier.
7. Make an entry in the mandatory External Invoice Number field.
8. Make an entry in the mandatory Invoicing Date field.
9. Check the PO line item and determine if any information is missing.
10. If required, change the appropriate tax code.
11. Choose the Calculate Tax button.
12. Choose the Calculate Total Value button.
13. Choose the Post button.
Result
You have successfully created a supplier invoice in SRM. A supplier invoice document will be posted through to SAP ERP.
The supplier invoice details are also updated in the purchase order history.
4.8.1
Create Invoice (in ERP)
Use
From the supplier invoice in SRM the invoice in ERP is automatically created
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Prerequisites
You have successfully created an invoice in SRM.
.
Procedure
An invoice document is created in ERP automatically.
Result
The invoice has been automatically created in ERP. The supplier invoice details are also updated in the purchase order history. You can use the
transaction ME23N to review the purchase order history for the purchase order document for which you created the Supplier Invoice.
4.9 Check Purchase Order History (in ERP)
This step is optional
Prerequisites
A confirmation has been created for the purchase order.
Procedure
Access the transaction using one of the following navigation options:
Option 1: SAP Graphical User Interface (SAP GUI)
SAP menu
Logistics → Materials Management → Purchasing →
Purchase Order → Display
Transaction code
ME23N
1. Choose Other Purchase Order (Shift + F5), and enter the purchase order number.
2. Choose Other Document to display the purchase order document. Now you can verify the good receipts details on the item Purchase
Order History tab page.
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Option 2: SAP NetWeaver Business Client (SAP NWBC)
SAP ERP
User
Operational Purchaser
Link
BS_Logon_page
1. On the first screen of the NWBC interface, you can find the user menu on the left and the application area on the right of the screen.
To navigate to the work center, choose ERP on the horizontal navigation bar.
2. In the work center, choose Purchasing and choose Display Purchase Orders in the user menu to display the purchase order
document.
5 Testing the Process Steps
This section describes test procedures for each process step that belongs to this scope item.
This SAP SRM SSP rapid-deployment solution does not feature all of the available SAP SRM functions. The following function, for
example, is not preconfigured within this scenario:
- Use of attachments and transfer to the SAP ERP back end client
To use this function, you must complete additional configuration steps in the SAP Reference IMG.
The test should take 2 hours.
5.1 Shopping Cart Creation with Free Text
Test Administration
Customer project: Fill in the project-specific parts (highlighted).
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Test Case ID
<X.XX>
Tester Name
Testing Date
Responsibility
<State Service Provider, Customer, or Joint Service Provider and
Customer>
Test Type
<Choose from Functional, Unit Test, Business Process (string), Scenario (Integration), Authorization, Performance>
Test System
<Choose from Development (Dev), Quality Assurance (QA) or Production (Prod)>
Test Tool
<Complete if relevant, for example, Solution Manager Test Workbench>
Duration
<minutes> Minutes
Purpose
You can use this business process to create a shopping cart and add items to it. For recurring orders, you can also use previous shopping carts
and templates provided by the purchasing department. Account assignment is then checked in the back-end system. You can order the shopping
cart now or later, and check the status of the shopping cart at any time. If the shopping cart contains incomplete data, you can run a completion
workflow to check and complete the necessary delivery data. Once the delivery data is complete, the approval workflow starts.
You can also assign responsibility for requirements from a shopping cart to a different purchasing group. You can do this manually or
automatically. You might want to do this, for example, if the person who was originally responsible is absent, or if changes have been made to the
purchasing group structure.
Procedure
Test
Step
#
Test Step Name
Instruction
User
Entries:
Field
Name:
Value
Expected Result
1
Log on
Log on to the SAP SRM interface as
EMPLOYE
The Home page appears.
© SAP SE
Public
Pass / Fail
/ Comment
Page 24 of 50
SAP Best Practices
Test
Step
#
Test Step Name
Self-Service Procurement(SRM@ERP):S20: Test Script
Instruction
User
Entries:
Field
Name:
Value
an employee
E
Expected Result
2
Go to the Employee SelfServices tab in the portal.
Click Shop
EMPLOYE
E
Shopping cart screen opens
3
Click Shop on the shopping
area in Portal or POWL.
Click transaction Create Shopping
Cart
EMPLOYE
E
Shopping cart is created in
integrated SAP SRM system
4
Select Describe what you
need, next to the bold Free
Text.
Give the free text, quantity, and
product category
EMPLOYE
E
Shopping cart is created in
integrated SAP SRM system
5
Enter a description for the
item. Choose Material as
Product Type, enter a
product category, the
quantity/unit name, and the
cost. Select OK.
6
Verify the basic data by
highlighting the item and
clicking on Details.
Verify the basic details
EMPLOYE
E
7
The Account Assignment
field along with Delivery
address will be automatically
filled in.
Verify that the cost center number is
correct
EMPLOYE
E
© SAP SE
Pass / Fail
/ Comment
EMPLOYE
E
Public
Page 25 of 50
SAP Best Practices
Self-Service Procurement(SRM@ERP):S20: Test Script
Test
Step
#
Test Step Name
Instruction
User
Entries:
Field
Name:
Value
8
Change purchasing group if
necessary.
This step is optional
EMPLOYE
E
9
Once verified, click Next.
After a verification to proceed further
click Next
EMPLOYE
E
10
Optional: Change the name
of the shopping cart.
Change the name of the shopping
cart to find out in an easy way
EMPLOYE
E
11
Click Order to order the
shopping cart.
Click Order.
EMPLOYE
E
Free text item ordered in
shopping cart
12
Approve the shopping cart
Go to your UWL, select the work item
and click Approve.
MANAGER
Shopping cart approved
13
Check status of shopping
cart after waiting 2 min to
verify requisition number
created in ECC.
Go to your POWL and select/open
your shopping cart. Check the status
on tab Approval Process Overview
and Related Documents.
EMPLOYE
E
Shopping cart status is displayed
in integrated SRM system
14
In the portal open the
shopping cart and under the
Related Documents tab in
Details copy the requisition
number shown.
Go to your POWL and select/open
your shopping cart. Check the related
documents to see the requisition
number.
EMPLOYE
E
Follow on document is created
© SAP SE
Public
Expected Result
Pass / Fail
/ Comment
Page 26 of 50
SAP Best Practices
Self-Service Procurement(SRM@ERP):S20: Test Script
Test
Step
#
Test Step Name
Instruction
User
Entries:
Field
Name:
Value
Expected Result
Pass / Fail
/ Comment
15
Log into ECC and verify
requisition via T-Code
ME53n.
Go to Transaction ME53n
EMPLOYE
E
16
Paste the requisition number
from shopping cart.
Go to ME53n and paste the
requisition number to display
EMPLOYE
E
Purchase requisition is shown in
ERP
17
Verify that product data
exists at the line item level
and matches item ordered in
SRM.
Check if the PR is properly replicated
EMPLOYE
E
Purchase requisition is correct
18
Verify plant, company code,
purchasing group,
purchasing organization,
price, UOM, product
category.
Verify the plant, company code and
other details.
EMPLOYE
E
Purchase requisition is correct
5.2 Shopping Cart Creation with catalog
Test Administration
Customer project: Fill in the project-specific parts (highlighted).
Test Case ID
<X.XX>
Responsibility
<State Service Provider, Customer, or Joint Service Provider and
© SAP SE
Tester Name
Testing Date
Public
Duration
<minutes> Minutes
Page 27 of 50
SAP Best Practices
Self-Service Procurement(SRM@ERP):S20: Test Script
Customer>
Test Type
<Choose from Functional, Unit Test, Business Process (string), Scenario (Integration), Authorization, Performance>
Test System
<Choose from Development (Dev), Quality Assurance (QA) or Production (Prod)>
Test Tool
<Complete if relevant, for example, Solution Manager Test Workbench>
Purpose
The process enables a employee to self-order goods or services from a supplier’s online catalog with a shopping cart and also to check the status
of the ordered goods and services. Later, a confirmation for the goods and services is also performed by the same employee after they are
received or completed.
This business process documentation guides you through the steps to create a shopping cart with an approval workflow and with status tracking
for progress monitoring of the shopping cart. It also describes the steps to create a confirmation reference to the purchase order document created
in background.
Employee self-invoicing is not discussed here as organizations could adopt invoicing procedures differently and mainly handled by finance
personnel.
Procedure
Test
Step
#
Test Step Name
Instruction
User
Entries:
Field
Name:
Value
Expected Result
1
Log on
Log on to the SAP SRM interface as
an employee
EMPLOYE
E
The Home page appears.
2
Go to the Employee SelfServices tab in the portal.
Click Shop
EMPLOYE
E
Shopping cart screen opens
© SAP SE
Public
Pass / Fail
/ Comment
Page 28 of 50
SAP Best Practices
Self-Service Procurement(SRM@ERP):S20: Test Script
Test
Step
#
Test Step Name
Instruction
User
Entries:
Field
Name:
Value
3
Click Shop on the shopping
area in portal or POWL.
Go to next screen you can see the
catalog
EMPLOYE
E
4
Select punch out catalog
__________.
Select the punch out catalog
EMPLOYE
E
5
Select ____ (item) and add
to basket in catalog
application. (specific
navigation – not explained)
Add the cart and give the quantity
EMPLOYE
E
6
When back in the Shopping
Cart Wizard verify the Basic
Data by highlighting the item
and clicking on Details.
EMPLOYE
E
7
Check the G/L account data
and account assignment in
Accounting Assignment tab
EMPLOYE
E
8
Verify the Basic Data by
highlighting the item and
clicking on Details.
EMPLOYE
E
9
Check vendor assignment
EMPLOYE
E
© SAP SE
Public
Expected Result
Pass / Fail
/ Comment
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SAP Best Practices
Self-Service Procurement(SRM@ERP):S20: Test Script
Test
Step
#
Test Step Name
10
Once verified, click Next.
11
Optional: Change the name
of the shopping cart.
Change the name of the shopping
cart.
EMPLOYE
E
12
Click Order to order the
shopping cart.
Click Order.
EMPLOYE
E
Catalog item ordered in shopping
cart
13
Approve the shopping cart
Go to your UWL, select the work item
and click Approve.
MANAGER
Shopping cart approved
14
Check status of shopping
cart after waiting 2 min to
verify requisition number
created in ECC.
Go to your POWL and select/open
your shopping cart. Check the status
on tab Approval Process Overview
and Related Documents.
EMPLOYE
E
15
In the portal open the
shopping cart and under the
Related Documents tab in
Details and copy the PO
Number shown.
16
Log into ECC and verify PO
via T-Code ME23n.
Go to the transaction ME23n and
display the PO number
EMPLOYE
E
17
Paste the PO number from
PO is shown in ERP
EMPLOYE
© SAP SE
Instruction
User
Entries:
Field
Name:
Value
Expected Result
EMPLOYE
E
Moving to next screen
EMPLOYE
E
Public
Pass / Fail
/ Comment
Follow on document is created
PO is shown in ERP
Page 30 of 50
SAP Best Practices
Test
Step
#
Self-Service Procurement(SRM@ERP):S20: Test Script
Test Step Name
Instruction
User
Entries:
Field
Name:
Value
shopping cart.
Expected Result
Pass / Fail
/ Comment
E
18
Verify that product data
exists at the line item level
and matches item ordered in
SRM.
Check if the PO is properly replicated
EMPLOYE
E
PO is correct
19
Verify plant, company code,
purchasing group,
purchasing organization,
price, UOM, product
category.
And verify the plant, and company
code and other details.
EMPLOYE
E
PO is correct
20
Create confirmation
Create goods receipt as confirmation
EMPLOYE
E
Confirmation created
21
Check purchase order
history
Go to your POWL, select/open your
shopping cart, and check the related
documents for history.
EMPLOYE
E
Confirmation shown in PO history
5.3 Shopping Cart Creation from Replicated Material
Test Administration
Customer project: Fill in the project-specific parts (highlighted).
Test Case ID
© SAP SE
<X.XX>
Tester Name
Testing Date
Public
Page 31 of 50
SAP Best Practices
Self-Service Procurement(SRM@ERP):S20: Test Script
Responsibility
<State Service Provider, Customer, or Joint Service Provider and
Customer>
Duration
Test Type
<Choose from Functional, Unit Test, Business Process (string), Scenario (Integration), Authorization, Performance>
Test System
<Choose from Development (Dev), Quality Assurance (QA) or Production (Prod)>
Test Tool
<Complete if relevant for example Solution Manager Test Workbench>
<minutes> Minutes
Purpose
The purpose of this document is to provide a detailed description of the self-service procurement business process in SRM. The process enables
a employee to self-order materials or services with a shopping cart and also to check the status of the ordered goods and services. Later, a
confirmation for the goods and services is also performed by the same employee after they are received or completed.
This business process documentation guides you through the steps to create a shopping cart with an approval workflow and with status tracking
for progress monitoring of the shopping cart. It also describes the steps to create a confirmation reference to the purchase order document created
in background.
Employee self-invoicing is not discussed here as organizations could adopt invoicing procedures differently and mainly handled by finance
personnel.
Procedure
Test
Step
#
Test Step Name
Instruction
User
Entries:
Field
Name:
Value
Expected Result
1
Log on
Log on to the SAP SRM interface as
an employee
EMPLOYE
E
The Home page appears.
2
Go to the Employee SelfServices tab in the portal.
Click Shop
EMPLOYE
E
Shopping cart screen opens
3
Click Shop on the shopping
Click transaction Create Shopping
EMPLOYE
© SAP SE
Public
Pass / Fail
/ Comment
Page 32 of 50
SAP Best Practices
Test
Step
#
Self-Service Procurement(SRM@ERP):S20: Test Script
Test Step Name
Instruction
User
Entries:
Field
Name:
Value
area in portal or POWL.
Cart
E
4
Select ‘Internal
Goods/Service, enter
material ID via F4 help,
internal note, quantity,
delivery date (net
price/currency are derived
from material master or can
be entered manually on item
details)
Enter product, product category,
quantity...
EMPLOYE
E
5
Select OK and add to
basket.
Select OK to check and add to the
shopping basket
EMPLOYE
E
6
Branch to Details
7
Check the G/L account data
and account assignment in
Account Assignment tab
Verify that the cost center number is
correct
EMPLOYE
E
8
Verify the basic data by
highlighting the item and
clicking on Details.
Verify the basic details
EMPLOYE
E
9
Check availability, adjust
delivery date if availability is
Based on the availability adjust the
delivery date
EMPLOYE
E
© SAP SE
Expected Result
Pass / Fail
/ Comment
EMPLOYE
E
Public
Page 33 of 50
SAP Best Practices
Test
Step
#
Test Step Name
Self-Service Procurement(SRM@ERP):S20: Test Script
Instruction
User
Entries:
Field
Name:
Value
Expected Result
After a verification to proceed, further
click next
EMPLOYE
E
Shopping cart is created in
integrated SAP SRM system
Pass / Fail
/ Comment
indicated for a certain date
10
Once verified, click Next.
11
Optional: Change the name
of the shopping cart.
12
Click Order to order the
shopping cart.
Click Order.
EMPLOYE
E
Material Master/ Service Master
Item ordered in Shopping Cart
13
Approve the shopping cart
Go to your UWL, select the work item
and click Approve.
EMPLOYE
E
Shopping cart approved
14
Check status of shopping
cart after waiting 2 min to
verify requisition number
created in ECC.
Go to your POWL and select/open
your shopping cart. Check the status
on tab Approval Process Overview
and Related Documents.
EMPLOYE
E
15
In the open the shopping
cart and under the Related
Documents tab in Details
copy the
requisition/reservation
number shown.
Open the shopping cart by name to
check the related document PR
EMPLOYE
E
© SAP SE
EMPLOYE
E
Public
Follow on document is created
Page 34 of 50
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Self-Service Procurement(SRM@ERP):S20: Test Script
Test
Step
#
Test Step Name
Instruction
User
Entries:
Field
Name:
Value
Expected Result
Pass / Fail
/ Comment
16
Log into ECC and verify
requisition/reservation via TCode ME53n.
Go to transaction ME53n
EMPLOYE
E
17
Paste the requisition number
from shopping cart.
Go to ME53n and paste the
requisition number to display
EMPLOYE
E
Purchase requisition is shown in
ERP
18
Verify that product data
exists at the line item level
and matches item ordered in
SRM.
Check if the PR is properly replicated
EMPLOYE
E
Purchase requisition is correct
19
Verify plant, company code,
purchasing group,
purchasing organization,
price, UOM, product
category.
And verify the plant, company code
and other details.
EMPLOYE
E
Purchase requisition is correct
5.4 Shopping Cart Save and Edit Later
Test Administration
Customer project: Fill in the project-specific parts (highlighted).
Test Case ID
<X.XX>
Responsibility
<State Service Provider, Customer, or Joint Service Provider and
© SAP SE
Tester Name
Testing Date
Public
Duration
<minutes> Minutes
Page 35 of 50
SAP Best Practices
Self-Service Procurement(SRM@ERP):S20: Test Script
Customer>
Test Type
<Choose from Functional, Unit Test, Business Process (string), Scenario (Integration), Authorization, Performance>
Test System
<Choose from Development (Dev), Quality Assurance (QA) or Production (Prod)>
Test Tool
<Complete if relevant, for example, Solution Manager Test Workbench>
Purpose
Save shopping cart and edit later
Procedure
Test
Step
#
Test Step Name
Instruction
User
Entries:
Field
Name:
Value
Expected Result
1
Log on
Log on to the SAP SRM interface as
an employee
EMPLOYE
E
The Home page appears.
2
Go to the Employee SelfServices tab in the portal.
Click Shop
EMPLOYE
E
3
Click Shop on the shopping
area in portal or POWL.
Click transaction Create Shopping
Cart
EMPLOYE
E
4
Select Describe what you
need next to the bold Free
Text.
Give the free text,quantity, and
product category
EMPLOYE
E
© SAP SE
Public
Pass / Fail
/ Comment
Page 36 of 50
SAP Best Practices
Self-Service Procurement(SRM@ERP):S20: Test Script
Test
Step
#
Test Step Name
Instruction
User
Entries:
Field
Name:
Value
5
Enter a description for the
item. Choose Material as
product type, enter a product
category, the quantity/unit
name, and the cost. Select
Ok.
Enter a description for the item
EMPLOYE
E
6
Verify the Basic Data by
highlighting the item and
clicking on Details.
Verify the Basic Details
EMPLOYE
E
7
The Account Assignment
field along with Delivery
address will be automatically
filled in.
Verify that the Cost center number is
correct
EMPLOYE
E
8
Change Purchasing group if
necessary.
This is optional
EMPLOYE
E
9
Put shopping cart on hold by
selecting Save.
Put the shopping cart on hold
EMPLOYE
E
10
Select Close.
Close the window
EMPLOYE
E
11
Check shopping cart in
UWL.
Go to your POWL and select/open
your shopping cart.
EMPLOYE
E
© SAP SE
Public
Expected Result
Pass / Fail
/ Comment
SC saved
Page 37 of 50
SAP Best Practices
Self-Service Procurement(SRM@ERP):S20: Test Script
Test
Step
#
Test Step Name
Instruction
User
Entries:
Field
Name:
Value
12
Open shopping cart and
select Edit to begin editing.
Open your shopping cart and click
Edit
EMPLOYE
E
13
Change information for item
data and order shopping
cart.
Change any information if required
and click Order
EMPLOYE
E
14
Verify that shopping cart has
been ordered and now
appears in UWL as
ordered/approved/follow on
document created.
Go to your POWL and select/open
your shopping cart. Check the status
on tab Approval Process Overview
and Related Documents.
EMPLOYE
E
Expected Result
Pass / Fail
/ Comment
SC ordered
5.5 Approval of Shopping Cart Items
Test Administration
Customer project: Fill in the project-specific parts (highlighted).
Test Case ID
<X.XX>
Responsibility
<State Service Provider, Customer, or Joint Service Provider and
Customer>
Test Type
<Choose from Functional, Unit Test, Business Process (string), Scenario (Integration), Authorization, Performance>
Test System
<Choose from Development (Dev), Quality Assurance (QA) or Production (Prod)>
© SAP SE
Tester Name
Testing Date
Public
Duration
<minutes> Minutes
Page 38 of 50
SAP Best Practices
Test Tool
Self-Service Procurement(SRM@ERP):S20: Test Script
<Complete if relevant, for example, Solution Manager Test Workbench>
Purpose
Approving shopping cart items
Procedure
Test
Step
#
Test Step Name
Instruction
User
Entries:
Field
Name:
Value
Expected Result
1
Log on
Log on to the SAP SRM interface as
an employee
EMPLOYE
E
The Home page appears.
2
Go to the Employee SelfServices tab in the portal.
Click Shop
EMPLOYE
E
3
Click Shop on the shopping
area in poortal or POWL.
Click transaction Create Shopping
Cart
EMPLOYE
E
4
Select Describe what you
need next to the bold Free
Text.
Give the free text,quantity, and
product category
EMPLOYE
E
5
Enter a description for the
item. Choose Material as
product type, enter a product
category, the quantity/unit
name, and the cost. Select
OK.
© SAP SE
Pass / Fail
/ Comment
EMPLOYE
E
Public
Page 39 of 50
SAP Best Practices
Self-Service Procurement(SRM@ERP):S20: Test Script
Test
Step
#
Test Step Name
Instruction
User
Entries:
Field
Name:
Value
6
Verify the basic data by
highlighting the item and
clicking on Details.
Verify the basic details
EMPLOYE
E
7
The Account Assignment
field along with Delivery
address will be automatically
filled in.
Verify that the cost center number is
correct
EMPLOYE
E
8
Change purchasing group if
necessary.
9
Check the approvers on
Approval Overview tab in
shopping cart detail screen.
If the correct approver’ s (Manager)
name is displayed.
MANAGER
10
Once verified, click Next.
Once verified click next
EMPLOYE
E
11
Optional: Change the name
of the shopping cart.
Change the name of the shopping
cart to find out in an easy way
EMPLOYE
E
12
Click Order to order the
shopping cart.
Click Order.
EMPLOYE
E
13
Log on with each approver
Go to your POWL, select/open your
Manager
© SAP SE
Expected Result
Pass / Fail
/ Comment
EMPLOYE
E
Public
Correct approver are inserted in
the approval hierarchy
Free Text Item ordered in
Shopping Cart
Page 40 of 50
SAP Best Practices
Test
Step
#
Self-Service Procurement(SRM@ERP):S20: Test Script
Test Step Name
Instruction
to approve the shopping cart
- user/password
documented in test handout
shopping cart, and check the status
on tab Approval Process Overview
and Related Documents.
14
Branch to the UWL in the
corresponding portal section
Home - Overview
Check the inbox to see work item
Manager
15
Select the work item pointing
to your shopping cart
number
Select your item of your shopping cart
Manager
16
In case the work item with
your shopping cart number
does not appear click link
refresh or click list box icon
and select ‘refresh’ in the
upper right corner of the
workflow inbox.
Manager
17
Click the link to open a new
window and hit button
Approve or Reject
Manager
18
Repeat steps for each
approver – in case of
multiple steps with the same
approver repeat steps 5 – 7
Manager
© SAP SE
User
Entries:
Field
Name:
Value
Public
Expected Result
Pass / Fail
/ Comment
SC approved
Page 41 of 50
SAP Best Practices
Test
Step
#
Test Step Name
Self-Service Procurement(SRM@ERP):S20: Test Script
Instruction
User
Entries:
Field
Name:
Value
Expected Result
Pass / Fail
/ Comment
with the same user ID.
19
After successful approval log
on with the user, which
created the shopping cart
20
Change purchasing group if
necessary.
This is optional
Employee
21
Check status of shopping
cart after waiting 2 min to
verify requisition number
created in ECC.
Refresh the shopping cart to display
requisition number
Employee
22
In the portal open the
shopping cart and under the
Related Documents tab in
Details copy the requisition
number shown.
Open the shopping cart by name to
check the Related document PR
Employee
23
Log into ECC and verify
requisition via T-Code
ME53n.
Go to transaction ME53n
Operational
Purchaser
24
Paste the requisition number
from shopping cart.
Go to ME53n and paste the
requisition number to display
Operational
Purchaser
© SAP SE
Employee
Public
Follow on document is created
Purchase requisition is shown in
ERP
Page 42 of 50
SAP Best Practices
Self-Service Procurement(SRM@ERP):S20: Test Script
Test
Step
#
Test Step Name
Instruction
User
Entries:
Field
Name:
Value
Expected Result
25
Verify that product data
exists at the line item level
and matches item ordered in
SRM.
Check if the PR is properly replicated
Operational
Purchaser
Purchase requisition is correct
26
Verify plant, company code,
purchasing group,
purchasing organization,
price, UOM, product
category.
Verify the plant, company code and
other details.
Operational
Purchaser
Purchase requisition is correct
27
In case of rejection by
approver verify the correct
status of the shopping cart.
Check status of the shopping cart
Employee
Approval status is correct
Pass / Fail
/ Comment
5.6 Change Purchase Order
Test Administration
Customer project: Fill in the project-specific parts (highlighted).
Test Case ID
© SAP SE
<X.XX>
Tester Name
Testing Date
Public
Page 43 of 50
SAP Best Practices
Self-Service Procurement(SRM@ERP):S20: Test Script
Responsibility
<State Service Provider, Customer, or Joint Service Provider and
Customer>
Duration
Test Type
<Choose from Functional, Unit Test, Business Process (string), Scenario (Integration), Authorization, Performance>
Test System
<Choose from Development (Dev), Quality Assurance (QA) or Production (Prod)>
Test Tool
<Complete if relevant, for example, Solution Manager Test Workbench>
<minutes> Minutes
Purpose
You can use this business process to create a shopping cart and add items to it. For recurring orders, you can also use previous shopping carts
and templates provided by the purchasing department. Account assignment is then checked in the back-end system. You can order the shopping
cart now or later, and check the status of the shopping cart at any time. If the shopping cart contains incomplete data, you can run a completion
workflow to check and complete the necessary delivery data. Once the delivery data is complete, the approval workflow starts.
You can also assign responsibility for requirements from a shopping cart to a different purchasing group. You can do this manually or
automatically. You might want to do this, for example, if the person who was originally responsible is absent, or if changes have been made to the
purchasing group structure.
Procedure
Test
Step
#
Test Step Name
Instruction
User
Entries:
Field Name:
Value
Expected Result
1
Log on
Log on to the SAP SRM interface as
an employee
Employee
The Home page appears.
2
Go to the Employee SelfServices tab in the portal.
Click Shop
Employee
3
Click Shop on the shopping
Go to next screen you can see the
Manager
© SAP SE
Public
Pass / Fail
/ Comment
Page 44 of 50
SAP Best Practices
Test
Step
#
Self-Service Procurement(SRM@ERP):S20: Test Script
Test Step Name
Instruction
area in portal or POWL.
catalog
4
Select punch-out catalog
__________.
Select the punch out catalog
Employee
5
Select ____ (item) and add
to basket in catalog
application. (specific
navigation – not explained)
Add the cart and give the quantity
Employee
6
When back in the Shopping
Cart Wizard verify the basic
data by highlighting the item
and clicking on Details.
Verify the details if the catalog fetched
all the correct information including
prices
Employee
7
Check the G/L account data
and account assignment in
Accounting Assignment tab
Verify that the cost center number is
correct
Employee
8
Verify the basic data by
highlighting the item and
clicking on details.
Verify the basic details
Employee
9
Check vendor assignment
Check vendor assignment
Employee
10
Once verified, click Next.
Once verified, click Next
Employee
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User
Entries:
Field Name:
Value
Public
Expected Result
Pass / Fail
/ Comment
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SAP Best Practices
Self-Service Procurement(SRM@ERP):S20: Test Script
Test
Step
#
Test Step Name
Instruction
User
Entries:
Field Name:
Value
11
Optional: Change the name
of the shopping cart.
Change the name of the shopping
cart to find out in an easy way
Employee
12
Click Order to order the
shopping cart.
Click Order
Employee
Catalog Item ordered in
Shopping Cart
13
Approve the shopping cart
Go to your POWL and select/open
your shopping cart. Check the status
on tab Approval Process Overview
and Related Documents.
Manager
Shopping cart approved
14
Check status of shopping
cart after waiting 2 min to
verify requisition number
created in ECC.
Refresh the shopping cart to display
requisition number
Employee
15
In the portal open the
shopping cart and under the
Related Documents tab in
Details copy the PO Number
shown.
Open the shopping cart by name to
check the related document PO
Employee
16
Log into ECC and verify PO
via T-Code ME23n.
Open the shopping cart by name to
check the Related document PO.
Operational
Purchaser
17
Paste the PO number from
PO is shown in ERP
Operational
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Public
Expected Result
Pass / Fail
/ Comment
Follow on document is created
PO is shown in ERP
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SAP Best Practices
Test
Step
#
Test Step Name
Self-Service Procurement(SRM@ERP):S20: Test Script
Instruction
User
Entries:
Field Name:
Value
shopping cart.
Expected Result
Pass / Fail
/ Comment
Purchaser
18
Verify that vendor data
exists for creating purchase
order, minus vendor data.
Verify the vendor data
Operational
Purchaser
PO is correct
19
Verify that product data
exists at the line item level
and matches item ordered in
SRM.
Check if the PO is properly replicated
Operational
Purchaser
PO is correct
20
Verify plant, company code,
purchasing group,
purchasing organization,
price, UOM, product
category.
And verify the plant, company code
and other details.
Operational
Purchaser
PO is correct
21
Change item data in
transaction code ME22n.
Verify changes saved and
reflected successfully.
Change item data if required and
save the changes.
Operational
Purchaser
PO Changed for catalog item.
5.7 Create Goods Receipt(SRM/ERP)
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SAP Best Practices
Self-Service Procurement(SRM@ERP):S20: Test Script
Test Administration
Customer project: Fill in the project-specific parts (highlighted).
Test Case ID
<X.XX>
Tester Name
Testing Date
Responsibility
<State Service Provider, Customer, or Joint Service Provider and
Customer>
Test Type
<Choose from Functional, Unit Test, Business Process (string), Scenario (Integration), Authorization, Performance>
Test System
<Choose from Development (Dev), Quality Assurance (QA) or Production (Prod)>
Test Tool
<Complete if relevant, for example, Solution Manager Test Workbench>
Duration
<minutes> Minutes
Purpose
The purpose of this document is to provide a detailed description of the self-service procurement business process in SRM. The process enables
an employee to self-order goods or services from a supplier’s online catalog with a shopping cart and also to check the status of the ordered
goods and services. Later, a confirmation for the goods and services is also performed by the same employee after they are received or
completed.
This business process documentation guides you through the steps to create a shopping cart with an approval workflow and with status tracking
for progress monitoring of the shopping cart. It also describes the steps to create a confirmation reference to the purchase order document created
in background.
Employee self-invoicing is not discussed here as organizations could adopt invoicing procedures differently and mainly handled by finance
personnel.
Procedure
Test
Step
#
Test Step Name
Instruction
1
Log on
Log on to the SAP SRM interface as
© SAP SE
User
Entries:
Field
Name:
Value
Public
Expected Result
Pass / Fail
/ Comment
The Home page appears.
Page 48 of 50
SAP Best Practices
Test
Step
#
Test Step Name
Self-Service Procurement(SRM@ERP):S20: Test Script
Instruction
User
Entries:
Field
Name:
Value
Expected Result
Pass / Fail
/ Comment
an employee
2
Go to the Employee SelfServices tab in the portal.
Go to your UWL for shopping carts
Employee
3
Select Shopping Cart
requiring the confirmation.
Select the shopping cart and click
Create Confirmation
Employee
4
Create confirmation
Enter required information (for
example, quantity) and click Confirm
Employee
Confirmation created for item.
5
Select shopping cart and
in Follow-On Documents
tab verify that a
confirmation/goods
receipt has been created.
Check the status of the shopping cart
to verify the confirmation.
Employee
Follow-on documents reflect
confirmation.
6
Logon to ERP
7
Select Confirmation for
Item, and enter PO
numberrequiring
confirmation (transaction
MIGO)
Go to transaction MIGO and enter the
PO number
Operational
Purchaser
8
Create confirmation for
purchase prder item
In the Detail Data, select ok and save
Operational
Purchaser
© SAP SE
Operational
Purchaser
Public
Confirmation created for item.
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SAP Best Practices
Test
Step
#
Test Step Name
Self-Service Procurement(SRM@ERP):S20: Test Script
Instruction
User
Entries:
Field
Name:
Value
Expected Result
Go to transaction Me23n and check
that the status tab goods receipt is
created
Operational
Purchaser
Follow-on documents reflect
goods receipt.
Pass / Fail
/ Comment
requiring receipt
9
Select the purchase order.
Verify in Document History
tab of item that a goods
receipt has been created.
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Public
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