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Function documentationShopping Cart Templates Locate this document in the navigation structure

 

To process recurring procurement transactions efficiently, you can define templates that your employees can use as references when creating and processing their shopping carts.

For example, you can create templates for:

  • Procuring PCs. You enter a standard configuration.

  • Equipping work stations for new employees.

Note Note

If a shopping cart template contains an item from a product category for which the employee has no authorization, then this template is not included in the employee's selection. Using attributes, you can specify those product categories from which employees may order products in Customizing for SAP Supplier Relationship Management under   SRM Server   Cross-Application Basic Settings   Organizational Management   Change Organizational Plan  .

End of the note.

Prerequisites

To be able to create templates, users must have been assigned the Purchasing Assistant or the Purchaser role. The templates can then be used by all employees.

Note Note

You can edit the roles in Customizing for SAP Supplier Relationship Management under   SRM Server   Cross-Application Basic Settings   Roles   Define Roles  .

End of the note.

Features

Identification Pane

Here, you can see the number of the shopping cart, its name, status, creation date, the creator, and the total value of all items in the cart.

General Data

Here, you can do the following:

  • Enter a unique name for the cart to facilitate subsequent searches

  • Enter or change Default Settings for subsequent items in your shopping cart, such as cost assignments and delivery addresses

    Caution Caution

    These settings are not transferred to any existing items in the shopping cart.

    End of the caution.

  • Display an overview of the budget, including the overall budget and how much of the budget amount has been assigned

  • Display changes to the procurement document

Item Data

For information about adding items to your shopping cart, the details you can specify for each item, and possible follow-on activities, see Shopping Cart (Professional).