Exercising of Options
You use this process to definitely order options in purchase orders or to make options in contracts and surge options in purchase orders available as a source of supply in Sourcing.
Prerequisites
You have done the following:
You have created and released a purchase order or a contract with at least one optional line item.
You have scheduled status updates for options and specified the details for sending notifications to purchasers in the options handler report. For more information, see Customizing for
SAP Supplier Relationship Management
under
SRM Server
Cross-Industry Functions
Application Settings
Options
Schedule Options Handler Report
.
Process
The following steps occur:
When the exercise period of an option is about to start, the SAP SRM system notifies you that the option can be exercised. Depending on the settings made in the options handler report, you receive either an e-mail or a notification in the Universal Worklist (UWL) of the SAP NetWeaver Procurement Portal, on the
Alerts
tab.You exercise the option within the exercise period.
When the period of performance starts, the SAP SRM system automatically activates the option.
Result
What happens after the option has been exercised varies according to procurement document containing the optional line item:
Options in Purchase Orders
The optional line items are replicated to the SAP ERP back-end system and ordered. They undergo the standard follow-on procurement processes for order confirmation, goods receipt, and invoice receipt.
Options in Contracts
You can create release orders with reference to the option. In Sourcing, you can assign the option to requirements as a source of supply.