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Function documentationIntegration with Supplier Relationship Management

 

You use this function to order external materials and resources directly from Project Management through Supplier Relationship Management (SRM). This function is available for project elements and roles on the Shopping Cart tab.

Integration

The system posts the costs to the relevant account assignment object of the project element. Account assignment objects can be internal orders or WBS elements (see Single-Object Controlling for Internal Orders and Multilevel Controlling). The system posts the recorded time to Project Management according to the settings that were made for time recording using the cross-application time sheet (see Time Recording Using the Cross-Application Time Sheet).

Prerequisites

  • You are using accounting integration (see Accounting Integration).

  • You have a user in SRM.

  • You activated the Time/Travel Expenses Rec. CATS/SRM/FIN function in Customizing for Project Management by choosing Start of the navigation path Structure Next navigation step Define Project Types End of the navigation path, for recording time for external resources.

  • You activated the Shopping in SRM function in Customizing for Project Management by choosing Start of the navigation path Structure Next navigation step Define Project Types End of the navigation path.

  • You performed the Specify Source System for SRM Categories activity in Customizing for Project Management by choosing Start of the navigation path Connection to External Systems Next navigation step SRM Integration End of the navigation path.

    Note Note

    For more information about the system settings required for using SRM integration, see SAP Note 960237.

    End of the note.

Features

To carry out an external order, you create a shopping cart in SRM. You can only request external resources for roles but you can create material requests for all project elements and roles.

If you request an external resource for a role, the system automatically transfers the qualifications of the role to the description of the shopping cart. It also creates a corresponding resource assignment on the Staffing tab. You cannot change or delete this manually. You can only delete this resource assignment by canceling the shopping cart to which it belongs. The system transfers the dates for the resource assignment from the shopping cart. If resources in the role cannot be edited in parallel, the dates may conflict with one another.

You can display shopping carts that exist in SRM from the shopping cart overview. To do this, follow the link in the Shopping Cart column. The SRM application opens in a separate window.

SRM contains all the functions you need for the shopping cart that was created, for example, purchasing, approval, and creating invoices. For more information, see SAP Library under Start of the navigation path Supplier Relationship Management Next navigation step Service Procurement End of the navigation path and Self-Service Procurement.

The Shopping Cart column shows the current status of the shopping cart. The shopping cart has the status In Preparation if no shopping cart has been created for it in SRM. Once a shopping cart exists in SRM too, the shopping cart in Project Management has the status In Process. Once the shopping cart has been delivered, the system automatically sets the status to Delivery Completed. This is also indicated in the Delivered column.

You can also cancel the shopping cart created in Project Management. If you do this, the status in the Shopping Cart column changes to Canceled. You can only cancel it if the shopping cart or parts of the shopping cart have not been delivered yet.

Activities

You can create (see Creating a Shopping Cart) or cancel (see Canceling a Shopping Cart) a shopping cart.

You can staff a task with an external resource (see Staffing Tasks with External Resources).