Line Item Hierarchies

This function provides customizable line item hierarchies for SAP Supplier Relationship Management (SAP SRM), Procurement for Public Sector (PPS) procurement documents. To customize hierarchies, you first define public sector item types (PS item types), which are attributes at line item level or subline item level that control business and follow-on processes for line items in a procurement document. You then assign item types to a hierarchy template, thereby determining how a hierarchy is structured.

Integration

The following features are available in SAP ERP purchase orders:

External document numbers
External item numbers
Complete hierarchy information
Service lines
Selectable mapping of services, either as individual or packed
Numbering compatible with financial issues

The following features are available in SAP ERP Goods Receipts (GRs), Invoice Verifications, and Service Entry Sheets:

External document number
External item number
Complete hierarchy information

Prerequisites

You have activated the business function SRM, Cross-Industry Functions (SRM_CROSS_INDUSTRY_1). Note that you can only use this business function in conjunction with the business function SRM, Procurement for Public Sector (SRM_PUBLIC_SECTOR_1). In other words, you must activate both business functions.

In Customizing for SAP Supplier Relationship Management , you have done the following:

You have defined public sector item types and hierarchy templates and configured data set visibility under SRM Server Cross-Industry Functions Attributes for Purchasing Documents Public Sector Item Type Define Hierarchy Templates and Assign Transaction Types .
You have defined rollup and rolldown rules for your procurement documents under SRM Server Cross-Industry Functions Attributes for Purchasing Documents Public Sector Item Type Define Rollup and Rolldown Rules .

In Customizing for SAP ERP, you have activated the business function PS, Configurable Item Hierarchies in PPS (PS_GOVPROC_ITEMTYPES).

Features

Configurable hierarchies make it possible to reflect complex procurement documents the way they were written. The hierarchies are flexible, allowing the control of follow-on functions at line item level.

Flexibility in hierarchies is made possible by defining PS item types. PS item types, for example, material, outline, and service item types, can be customized to control business and follow-on processes in a document. You can use different item types in a procurement document depending on the hierarchy template you choose for the document.

Item types control the following:

Field visibility and enablement on item level (for example, accounting fields are visible but not enabled for an outline item)
Activation of sets (for example, partners and attachments)
Position of line items in a hierarchy
Rollup and rolldown of fields
Goods receipt and invoice receipt processes
Mapping of line items to SAP ERP
Whether line items are functional or statistical

Caution Caution

If you assign the item type Outline to a line item in a procurement document, the item type becomes static, meaning you can no longer change the item type to Material or Service.

End of the caution.

Note Note

Once a procurement document has been approved and follow-on documents have been created, you cannot change an item type.

End of the note.

Statistical Line Items and Subline Items

Statistical line and subline items are purely informational and have no relevance for goods receipt or invoice receipt. An outline line item is an example of a statistical line item. It is possible to customize statistical line items so that they provide, for example, information about price and quantity; however, this information has no influence on valuation or back-end processes.

Functional Line and Subline Items

Functional line and subline items provide quantity, price, and currency information in a procurement document. Material and service line items are examples of functional line items. Functional line items trigger goods receipts and invoice receipts and pertain to financial processes.

Rollup and Rolldown of Values

You can customize hierarchies in procurement documents to adhere to customizable rollup and rolldown rules for values and fields in the hierarchy. Fields and sets can be rolled down from a higher-level statistical line item to a lower-level line item in the hierarchy. Values can also be rolled up from lower-level line items to higher-level statistical line items. Because rolling up involves summing up the information, only values and quantities can be rolled up. The system does not allow you to change any value that has been rolled up. The system ensures that the hierarchies conform to the rollup and rolldown rules that you define for and apply to your procurement documents.