Release Procedure for Purchase Orders

In this document, you set up a release procedure for purchase orders (POs).

How do you set up a release procedure for POs?

To set up the release procedure, you must make a series of settings in Customizing. This section provides you with an overview of the necessary activities.

You must perform the following steps:

1. Create characteristics

In this step you need to create Characteristics for the release procedure for PO. Click on create button and enter the name of characteristics e.g. POPLANT.

In Basic data tab enter the description and choose the data type including numbers of Characters.

In values tab, enter all the plants e.g. 1000, 2000 and 3000 including description.

In Additional data tab, enter table name ‘CEKKO’ and field name as ‘WERKS’.

In restriction tab, enter class type 032 – Release strategy.

In the same way we can create other characteristics also.

PODOCTYPE       Order Type (Purchasing) e.g. Domestic, Service, Imported etc.

POVALUE            Total net order value e.g. < 50000, 50000-100000, >100000

2. Create Class

In this step you need to create Class. To create the class press ‘Create’ button and enter the name of class e.g. PORELEASE and enter class type 032. Enter description also.

In Char. Tab enter all the characteristics which you have created in the above step.

3. Set up release procedure for PO.

a)      Create release group – Release group will be PO and object will be 2 after that provide the class name which you have created in step no. 2.

b)      Create release code – Create release codes as per authority chart in your company.

e.g.

L1 – Manager Stores

L2 – Head Commercials

L3 – Plant Head

c)     Create Release Indicator – In this step define the Release indicator of Purchase Order i.e. R – Release and X – Blocked. In changeability option define values from 1-6 as per your requirement i.e. define how the system reacts if an internal or external purchasing document is changed after the start of the release procedure.

d)      Release strategy – Now this is the last setting to define the release strategy.

Grp        Strategy               Description

PO          K1                           Release Strategy 1

PO          K2                           Release strategy 2

PO          K3                           Release strategy 3

After creation select any one click on detail button. Now provide the Release code. Set the release pre-requisite and set the release status. After that enter the values of characteristics.

Now at the time of PO creation ‘Release Strategy’ tab will be displayed at Header level and release codes will be there as per values of characteristics.

ME28 – Release (Approve) PO – Multiple POs in one go

ME29n- Release (Approve) PO – Single PO at one time.