Release Strategy SAP MM S4HANA

 

Release Strategy

Step 1: Create Characteristics (T-Code: CT04)

Path: IMG > Materials Management > Purchasing > Purchase Order > Release Procedure for Purchase Orders > Edit Characteristics.

Characteristics define the criteria that will trigger the release strategy (e.g., PO Document Type, Total Value, and Purchasing Group).

For Bikaji, let's create three common characteristics. In transaction CT04, create the following:

1. PO Document Type

• Characteristic Name: Z_BIKAJI_PO_DOCTYPE

• Description: Bikaji PO Document Type

• Data Type: Character Format (CHAR), Length 4

• Addn. Data Tab: Table Name = CEKKO, Field Name = BSART

2. PO Total Value

• Characteristic Name: Z_BIKAJI_PO_VALUE

• Description: Bikaji PO Net Value

• Data Type: Currency Format (CURR), Length 15, Decimals 2

• Addn. Data Tab: Table Name = CEKKO, Field Name = GNETW

• Note: Ensure you set the currency (e.g., INR). On the "Value" tab, select "Multiple Values" and "Intervals Allowed" so you can define value ranges (e.g., 0 - 50,000 INR, > 50,000 INR).

3. Purchasing Group

• Characteristic Name: Z_BIKAJI_PUR_GRP

• Description: Bikaji Purchasing Group

• Data Type: Character Format (CHAR), Length 3

• Addn. Data Tab: Table Name = CEKKO, Field Name = EKGRP

4.PLANT 

NAME - Z_BIKAJI_PLANT

Step 2: Create a Class (T-Code: CL02)

The class groups your characteristics together so they can be assigned to the release strategy.

• Class Name: Z_BIKAJI_PO_REL

• Class Type: 032 (Release Strategy)

• Description: Release Class for Bikaji POs

• Characteristics Tab: Enter the three characteristics you created in Step 1 (ZCreate the actual strategy (e.g., S1 for POs > 50,000 INR).

• Release Codes: Assign M1 and D1._BIKAJI_PO_DOCTYPE, Z_BIKAJI_PO_VALUE, Z_BIKAJI_PUR_GRP).

Common Class - Z_PO_CLASS_FMCG

Step 3: Configure the Release Procedure (T-Code: SPRO)

Navigate to: Materials Management > Purchasing > Purchase Order > Release Procedure for Purchase Orders > Define Release Procedure for Purchase Orders.

1. Release Groups

Double click on Release Group

• Create a new Release Group (e.g., SP).
  

• Assign your class Z_RS_PO_FMCG to this group.

Then Save And Back.

2. Release Codes

Define the approvers. For example:

• B1 - M1 (Manager)

• B1 - D1 (Director)

• Workflow Note: Ensure you leave the "Workflow" column blank for now; we will maintain it in the workflow setup.

3. Release Indicators

Define the status of the PO. Usually, you need at least two:

• B (Blocked) - Unreleased status. Ensure the "Released" checkbox is unchecked.

• R (Released) - Released status. Ensure the "Released" checkbox is checked.

4. Release Strategies

Assign Release group to release code

• Release Prerequisites: Check the box so D1 can only approve after M1 has approved.