PROJECT IDENTIFICATION

Customer Name Customer Number

Author Document Location (repository/path/name)

<Document location>
Version Status Date (YYYY-MM-DD)
1.0 Final 2021-07-02
Process Description
Business Process Diagrams
Business Process Procedure

 A purchase requisition is generated and converted to a purchase order. If the value exceeds certain criteria, the pur-
chase order must be approved. When the employee receives the goods, they perform a goods receipt confirmation. In-
voice receiving can then be performed.

Fiori Tiles and User Roles

Identify applicable Fiori Tile and corresponding User Roles.

Process Steps Fiori Apps Name

Create Purchase Requisition with Cost Center Create Purchase Requisition (F1643)
Manage Catalog Items Manage Catalog Items (F3149)
Create Purchase Requisition with Catalog Create Purchase Requisition (F1643)
Check Purchase Requisition (Optional) My Purchase Requisitions (F1639)
Approve Purchase Requisition My Inbox - All Items (F2097)
Convert Purchase Requisition to Purchase Order Manage Purchase Requisitions (F1048)
Approve Purchase Order My Inbox - All Items (F2097)
Change Purchase Order Manage Purchase Orders (F0842A)
Confirm Receipt of Goods Confirm Receipt of Goods - New (F4489) .
Create Supplier Invoice Create Supplier Invoice (F0859)

User Role User Role Description

Purchaser SAP_BR_PURCHASER

Configuration Expert - Business Process Configuration SAP_BR_BPC_EXPERT

Manager - Inbox SAP_BR_MANAGER

Cost Accountant - Overhead SAP_BR_OVERHEAD_ACCOUNTANT

Purchasing Manager SAP_BR_PURCHASING_MANAGER

Accounts Payable Accountant - Procurement SAP_BR_AP_ACCOUNTANT_PROCUREMT

Employee - Procurement SAP_BR_EMPLOYEE_PROCUREMENT

Accounts Payable Accountant SAP_BR_AP_ACCOUNTANT

Locations Where this Business Process is Performed

List all geographic locations/ offices, plants, warehouses etc., where this process is performed. Refer to To-Be Process Landscape.

Locations
Location Country Function Number of Users Point of Contact
Third Party Solution
This section contains the description of the third-party solution to close the gap to the SAP standard including the respective inter-
faces and the required developments.

Third Party Solution

ID Description Interface/Required Develop- Owner
ment
XX-xx-
T001
XX-xx-
T002
XX-xx-
T003
Table of Contents

1 Purpose................................................................................................................................................................................................................

1.1 Create Purchase Requisition.............................................................................................................................................................................

1.1.1 Create Purchase Requisition with Cost Center..............................................................................................................................

1.2 Copy Purchase Requisition (Optional).............................................................................................................................................................

1.3 Approve Purchase Requisition.........................................................................................................................................................................

1.4 Monitor Purchase Requisition Items (Optional)...............................................................................................................................................

1.5 Convert Purchase Requisition to Purchase Order...........................................................................................................................................

1.6 Approve Purchase Order................................................................................................................................................................................

1.7 Confirm Receipt of Goods.............................................................................................................................................................................

1.8 Create Supplier Invoice..................................................................................................................................................................................

1 Purpose

This scope item describes employee requisitioning activities. An employee creates a shopping cart for free text material. A purchase requisition is
generated and converted to a purchase order. If the value exceeds certain criteria, the purchase order must be approved. When the employee re-
ceives the goods, they perform a goods receipt confirmation. Invoice receiving can then be performed.
This document provides a detailed procedure for testing this scope item after solution activation, reflecting the predefined scope of the solution.
Each process step, report, or item is covered in its own section, providing the system interactions (test steps) in a table view. Steps that are not in
scope of the process but are needed for testing are marked accordingly. Project-specific steps must be added.
If you need to trigger Payment Block workflow for supplier invoice, make sure the tolerance limit check for PP tolerance key has been maintained.

1.1 Create Purchase Requisition

1.1.1 Create Purchase Requisition with Cost Center

Purpose

Employee create shopping cart for free text material, generate a purchase requisition.

Procedure

Note This APP also supports Acct Assignment Cat P, and 1NT and 35F as a prerequisite if the end user is going to use AAC as P.

Test Test Step Instruction Expected Result

Step Name
#
1 Logon Logon to SAP Fiori The SAP Fiori launchpad displays.
launchpad as an Em-
ployee - Procurement .

2 Access to Open Create Purchase The Create Purchase Requisition screen displays.
Create Pur- Requisition (F1643)
chase Re-
quisitions

3 Create Pur- Choose Create Own

chase item Item , if you want to
create a free description
item.
Test Test Step Instruction Expected Result
Step Name
#
4 Enter Gen- In the General Data sec-
eral Data tion, make the following
entries:
Material: <Blank>
Short Text: office
supply
Material group:
YBMM00
ChooseEnters.
Valuation Price: 100
Currency: USD
Price Unit: 1 EA
Quantity Requested :
100
Unit of Measure: EA
Delivery Date :
<today +30>

5 Assign On the Source of Sup- The supplier is assigned.

Source of ply section, choose Add.
Supply In the Add a supplier
dialog box:
Supplier : for example,
17300002 as Fixed
, and then choose Add.

6 Add to Choose Add to Cart at The Purchase Requisition Overview screen displays.
Shopping the right bottom of the
Cart screen.

7 Edit Pur- Choose Purchase Re-

chase Re- quisition Overview at
quisition the top right of the
Item screen to view the cart,
and then choose View
Cart.
On the My Purchase
Requisition screen:
Select the item created,
and enter the following
entries:
Purchasing Group : 003
Purchasing Organiza-
tion: 1710
Company Code : 1710
Plant : 1710
Acct Assignment Cat :
K
Distribut.indicator:
Distribution by
percentage
On the Account Assign-
ment section, choose
serial no.acct.assgt 01.
On the Accounting De-
tails screen, make the
Test Test Step Instruction Expected Result
Step Name
#
following entries:
GL Account:
65100000
Distribution(%): 40
Cost center: 17101101
Choose Back.
Choose Add, go to the
second Accounting De-
tails screen and make
the following entries:
GL Account:
65100000
Distribution(%): 60
Cost center: 17101501
Choose Save.
Choose Back.

8 Order Choose Order. Purchase Requisition 10000002 created.

1.2 Copy Purchase Requisition (Optional)

Procedure

Test Test Step Instruction Expected Result

Step Name
#
1 Access the Logon to SAP The SAP Fiori launchpad displays.
SAP Fiori Fiori launchpad
launchpad as an Employee
- Procurement.

2 Access My Choose My The Create Purchase Requisition initial screen appears.

Purchase Purchase Re-
Requisition quisitions
(F1639) .

3 Copy Pur- Search your Re-

chase re- quisition num-
quisition ber in the Pur-
chase Requisi-
tion list. Select
the item then
choose Copy.

4 Order Choose Order. Purchase Requisition is 10000003 created.

1.3 Approve Purchase Requisition

Purpose

In this procedure, you release a purchase requisition. If the total amount of PR is more than 500.00 USD and order type is NB. Order type is con-
figured in Maintain the Default Setting for Users

Note – In current case as per std SAP, PR is getting autoapproved.

Procedure

Note You can ignore this step if you did not set up the Preliminary Steps - Configure Flexible Workflow for Purchase Requisition

Test Test Step Instruction Expected Result

Step Name
#
1 Logon Logon to SAP Fiori launchpad as a Manager - Procurement . The SAP Fiori
launchpad displays.

2 Open My In- Open My Inbox - All Items (F2097) . A list of already cre-
box Note Maybe you can find the value of Confidence Level for PR approval in the top ated Purchase Re-
right corner, that's because scope item 43E was activated. quisition is dis-
played.

3 Edit Purchase Option 1: Select the Purchase Requisition from the left screen. Choose the Pur- The Purchase Re-
Requisition chase Requisition number then choose Edit and Approval purchase requisition. On quisition is approved.
the Edit and Approve Purchase Requisition screen, choose Edit. Then change
quantity and choose Approve. Choose Approve after entering some comments.
Option 2 : Select the Purchase Requisition from the left screen and choose Ap-
prove at the bottom right of the screen.
Enter the approval reason, if needed, then choose Submit.

4 Back to SAP Choose the Home button to go back to the SAP Fiori launchpad. The SAP Fiori
Fiori launch- launchpad displays.
pad

Note The purchaser requisition creator and requester will receive notification if purchase requisition is rejected.

1.4 Monitor Purchase Requisition Items (Optional)

Procedure

In this step you can Monitor your Purchase Requisition Items.

Tes Test Step Instruction Expected Result

t Name
Ste
p#
1 Logon Logon to SAP The SAP Fiori launchpad displays.
Fiori launchpad
as a Purchaser .

2 Access Open Monitor The app opens up displayaing only the filters in search bar.
the App Purchase Re-
quisition Items
 Tes Test Step Instruction Expected Result
t Name
Ste
p#
(F2424) .

3 Verify the To load data, A list of Purchase Requisition is displayed.

columns choose Standard Following columns should be displayed by default
displayed variant .
in output Choose Go.
columns

4 Search Search the Pur- All Items for the Purchase Requisition are displayed as individual line items in the output list.
Purchase chase Requisi-
Requisi- tion by applying
tion Purchase Re-
quisition filter
available on the
top.
Choose Go.

5 Display Choose indi- The Purchase Requisition Item detail page is displayed.
Purchase vidual line item The data should be logically in sync with the created Purchase Requisition.
Requisi- of Purchase Re-
tion Item quisition to dis-
Detail play Purchase
Requisition Item
detail.

6 Back to Choose the The SAP Fiori launchpad displays.

SAP Fiori Home to go
launchpad back to the SAP
Fiori launchpad.

1.5 Convert Purchase Requisition to Purchase Order

Purpose

In this activity, the purchaser converts the purchase requisition created employee procurement to purchase order.
Procedure

Tes Test Instructions Expected Result

t Step
Ste Name
p#
1 Log on Open the SAP The SAP Fiori launchpad displays.
Fiori launchpad
as a Purchaser.

2 Access Open Manage A list of Requisitions displays.

the App Purchase Requis-
itions (F1048) .

3 Search a Make the follow- The Purchase Requisition list displays depending on material.
Purchase ing entries:
Requisi- Plant : 1710
tion cre-
Purchasing Or-
ated in
ganization: 1710
the sec-
tion Cre- Material group:
ate Pur- YBMM00
chase Choose Go.
Requisi-
tion

4 Select Search a Pur- The Select Source of Supply screen displays.

Purchase chase Requisition
Requisi- created in the
tion section Create
Purchase Requis-
ition.

5 Prepare Select the Pur- The Purchase Order Preview screen displays.
the Pur- chase Requisition
chase where the as-
Order signed supplier is
displayed and
choose Create
Purchase Order.

6 Create Select the Pur- The purchase order is created.

the Pur- chase Order Type
chase with Standard
Order PO and choose
Save.

7 Back to In the dialog box, Purchase Requisition list displays again.

Manage choose OK.
Purchase
 Tes Test Instructions Expected Result
t Step
Ste Name
p#
Requisi-
tion

1.6 Approve Purchase Order

Purpose

In this procedure, you release a purchase order. If the total amount of PO is more than 500.00 USD and purchase group is 003, then the PO
should do the approval.
If the approval user does not have My Inbox app, you have to check whether business catalog SAP_PRC_BC_PURCHASING_MNGR has been
assigned to the business role of the approval user.
Note - In this case it is Autoapproved as per standard configuration.
Procedure

Test Test Step Name Instruction Expected Result

Step #
1. Log on Open the SAP Fiori launchpad as Purchasing Man- The SAP Fiori launchpad displays.
ager.

2. Open Approve Pur- Open A list of already created Purchase

chase Orders My Inbox - All Items (F2097) Orders is displayed.

3. Search for Purchase The Purchase Order is displayed.

Order Status Make the following entry and choose Enter:
Search: <Purchase Order number>

4. Approve Purchase Select the Purchase order in left of the screen and The Submit Decision screen is dis-
Order choose Approve at the bottom right. played.

5. Enter Approval Enter the approval reason if necessary, and then The Purchase Order is approved.
Reason choose Submit.

Note For printing handling and the processing of purchase orders, see the chapter Preview Puchase Order (optional) in the Procurement of Direct
Materials (J45) test script.

1.7 Confirm Receipt of Goods

Purpose

This activity posts the receipt of goods with reference to an existing Purchase requisition.
Procedure

Tes Test Instruction Expected Result

t Step
Ste Name
p#
1 Open the Open the SAP Fiori The SAP Fiori launchpad displays.
SAP launchpad as an Em-
Fiori ployee - Procurement.
launch-
pad

2 Choose Choose the Notifications A list of Notifications displays.

notifica- icon which is at the top
tion (Op- right of the Home Screen.
tional) Choose the notifications
which is generated by the
system.
This notification will be
generated only in case the
delivery data is in the past
if delivery data in pur-
chase order is compared
with currently data.

3 Confirm Open Confirm Receipt of The Confirm Requisitions screen appears.

goods re- Goods - New (F4489) A list of purchase orders display.
ceipt
quantity

4 Finalize On the Confirm Requisi- The system displays the data for the goods receipt on the Confirm Requisitions
the deliv- tions screen , enter your screen.
ery (Op- PR number and choose
tional) Go.
Choose your PR item in
the list.
On the right screen,
choose Edit.
Now you can make the
following entries:
In the General Informa-
tion part:
Document Date: <Date
of creation of
document>
Posting Date: <Date of
posting the docu-
ment>
Delivery Note: <Refer-
ence of the de-
livery note>
Header Text: <De-
 Tes Test Instruction Expected Result
t Step
Ste Name
p#
scription of ma-
terial document>
In the Items part:
Check or change the
quantity in filed De-
livered Quantity.

5 Confirm Choose the checkbox for

the the item and choose Con-
Goods firm.
Receipt

1.8 Create Supplier Invoice

Purpose

In this activity, you perform the invoice verification.

Procedure

Tes Test Instruction Expected Result

t Step
Ste Name
p#
1 Logon Logon to SAP Fiori launchpad The SAP Fiori launchpad is displayed.
as an Accounts Payable Ac-
countant - Procurement.

2 Access Open Create Supplier Invoice The Create Supplier Invoice (Original) screen is displayed.
the App

(F0859).

3 Enter Make the following entries :

General Transaction: Invoice
Data
Company Code : For example,
1710
Invoice date: <Today>
Posting date : <Today>
Gross Invoice Amount: Value
in PO Calculate Tax
Invoicing Party : For example,
17300002
Tes Test Instruction Expected Result
t Step
Ste Name
p#
Reference: xxx (reference in-
voice number from invoicing
party).

4 Enter In thePurchase Order Refer-

Purchase ences, check the references.
Order Make the following entries ,
Refer- (using a purchase order you
ences previously created):
References Document Cat-
egory: Purchase Order/
Scheduling Agreement :
<XXX>Purchase Order

5 Check Check the AmountPurchas, the

the Pur- Quantity, and the Tax Code.
chase If the amount is more than
Order 5.5% of the initial amount, it
Items will trigger supplier invoice
data workflow, which means you
need to do next step - Release
Blocked Supplier Invoice and
amount changes only work for
single account assignment. You
can choose invoice item to dis-
play multiple account assign-
ment detail in next screen.

6 Post in- Choose Post. The invoice is created.

voice