Roles

You must assign the appropriate roles to the users. The following roles are available:

Number ranges

You must define number ranges for shopping carts. You can change the predelivered Customizing setting if required.

Connected catalogs

You can connect both your own catalogs and external Internet catalogs.

Approval process

You can configure the approval process, for instance, by defining the threshold value for items that require approval.

For more information, see Approval Workflows and Overview of the Approval Process.

Setting parameters in theUser profile

Using transaction SU3 enter the following data in the User profile:

Enter the parameter name KOS (cost center) and enter the parameter value. This parameter is the default cost center.

Authorization checks for the general ledger (G/L) accounts

You set up the authorization check for general ledger (G/L) accounts for the shopping cart. You can determine if the authorization check is to be active for each company code. If the check is active, each time a general ledger account is entered in a shopping cart, the system checks if the user has posting authorization for the specified account.

To edit or update the authorization check for G/L accounts, you can use the maintenance view /SRMERP/V_001_SC..

Configure message handling

You can determine if the system writes a log entry, and if a CCMS (computing center management systems) alert is triggered. You can access the application log using transactionSLG1, application log object /SRMERP/.

Configure message filtering and mapping

You can configure how messages can be displayed to customers, or how they may be mapped to generic messages.

ConfigureSearchin the material master

You can enable searching in the material master. If enabled, the Search For field can be used to search for materials.

Define rulesets to determine the material group

You can access the BRFplus functionDetermine Material Group from Item Data (/SRMERP/F_DET_MAT_GRP) to define how the material group is determined for shopping cart items that do not have a material group or a material number. This can be the case, for example, for free-text items or for catalog items without a material master.

This function is processed before follow-on document creation to ensure that purchase requisitions and purchase orders can be created automatically.

Define rulesets to determine the purchasing group

You can access the BRFplus function Purchasing Group Determination (/SRMERP/BRFP_PURGRP) to define how the system determines the purchasing group for shopping cart items that do not have a purchasing group.

This function is processed before follow-on document creation to ensure that purchase requisitions and purchase orders can be created automatically.

Define rulesets to determine the follow-on object type

You can determine the type of follow-on document created by the system after the approval process. For the item requested, the rule checks for stock availability (transactionMMBE) and derives the follow-on document type. This rule is executed after the shopping cart has been approved by the approver.

In the standard system, the default behavior if the item requested is in stock is that the system creates a reservation. If the item is not in stock, the system creates a purchase requisition.

Define rulesets to determine the movement type

You can determine the movement type for the reservation document created by the system after the approval process.

If the follow-on document is a reservation, then this rule checks for the account assignment category in the shopping cart (transaction OME9) and derives the options for movement types for the reservation.

Define fields for item comparison

You can define the fields that are used during item comparison. Fields defined display when comparing different items, or when user clicks on product to view its details.