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Function documentationUpload and Download of Purchasing Documents Locate this document in the navigation structure

 

Using this function, you can download purchasing documents as a file to your PC, process them locally, and then upload the changed documents to the SAP Supplier Relationship Management (SAP SRM) system. You can download the following purchasing documents :

  • Central Contract

  • Purchase Order

  • RFx

  • RFx Response

  • Live Auction (Purchaser only)

  • Bid History (Purchaser only)

Integration

The function depends on the application program that you are using. SAP delivers a tabular file structure, which you can process as a tab-separated file with any spreadsheet program. For more information, see SAP Note 734060.

Using the standard functions of your spreadsheet program, such as automatic filtering, you can optimize the view of data and the navigation within the document.

Using the Business Add-In Download SAP SRM Documents, you can change the selection of document data for the upload and download, and also the order of the data in the file.

See the path in Customizing for SAP Supplier Relationship Management under   SRM Server   Business Add-Ins   Upload/Download SRM Documents  .

Prerequisites

You have configured the upload/download as described in SAP Solution Manager under   <project name>   Configuration   SAP SRM <release>   Basic Settings for Strategic Sourcing   General Settings   Set Up File Up-/Download.  .

To carry out an upload, you have already saved the appropriate SAP SRM document in a file.

Features

The upload/download supports the following functions and possible uses:

  • Cross-Document File Structure

    You can display and process the data in a standard tabular file structure for the documents named above. The file structure assigns a unique technical ID to each data field in a metadata area.

  • Process Document Data Offline and Retain

    You can change or delete existing data, add new data, and transfer all document data, for example, customer fields.

  • Process Large Documents

    This function simplifies the creation of documents with numerous items, and simplifies mass changes to large documents; for example, you can download a document with only one item, and add multiple items to it offline.

    Background processing occurs in the case of very large documents.

Restrictions

For more information, see SAP Note 734946.