Release Strategy for Purchase Order in
SAP MM
Updated: Jul 31
The Release Strategy for Purchase Order in SAP MM defines the approval
process for purchase requisitions or external purchasing documents. The
strategy specifies the release codes necessary and the sequence in which
releases have to be affected. You can define a maximum of eight release
codes.
Steps to configure Release Strategy for Purchase Order in
SAP MM
1. Edit Characteristic
Classification characteristics are the criteria for a release condition. If the
criteria of a release condition are satisfied, the associated release strategy
is assigned to the purchasing document.
IMG ⇒ Materials Management ⇒ Purchasing ⇒ Purchase Order ⇒ Release
Path to Edit Characteristics
Procedure for Purchase Order ⇒ Edit Characteristics
T Code: CT04
STEP 1: On the Display IMG screen, select Edit Characteristics, by
following the above path.
STEP 2: Enter the characteristics name.
STEP 3: In basic data fill in fields like description, Data type, and Number
of characters and select multiple values.
STEP 4: In additional data fill in table name and field name. For the table
and field name, we can take reference of SE16N or SE16.
STEP 5: In restrictions fill in the class type as 032 which is release
strategy and save.
STEP 6: Create characteristics for Purchasing group, the Net value of the
purchase order, and the Purchase Organization with reference of SE16N or
SE16.
Edit Class
You use a class to group characteristics that are to constitute a release
condition for a release strategy. In the " Define Release Procedure for
Purchase Orders" step, you assign this class to the release strategy.
Path to Edit Class
IMG ⇒ Materials Management ⇒ Purchasing ⇒ Purchase Order ⇒ Release
Procedure for Purchase Order ⇒ Edit Class
T Code: CL02
STEP 1: On the Display IMG screen, select Edit Class, by following the
above path.
STEP 2: Enter the Class Name and class type as 032, the release
strategy.
STEP 3: In basic data fill in the description.
STEP 4: In characteristics fill all characteristics that we created in
characteristics and save.
Define Release Procedure for Purchase
Orders
In this step, you set up the release procedure for purchase orders (POs)
and can link it to the workflow.
IMG ⇒ Materials Management ⇒ Purchasing ⇒ Purchase Order ⇒ Release
Path to Edit Class
Procedure for Purchase Order ⇒ Define Release Procedure for Purchasing
Order
STEP 1: On the Display IMG screen, select Define Release Procedure for
Purchasing Order, by following the above path.
STEP 2: In Define Release Procedure for Purchasing Order, select Release
Group.
Here we create a release group for the release procedure and assign it to
a class. In the process, we assign release conditions to the release
procedure.
STEP 3: Click on new entries to create a Release Group.
Note: We can have only one release group in a system.
Fill in Release Group Name, Class, Description, and Save.
STEP 4: In Define Release Procedure for Purchasing Order, select Release
codes.
Here we create the release codes you need for your release strategy and
assign the codes to your release group. If a release code is to be used in
workflow, indicate this accordingly in the Workflow field.
STEP 5: Click on the New Entries to create release codes.
STEP 6: Fill in Fields like Release group, release codes, and save.
STEP 7: In Define Release Procedure for Purchasing Order, select Release
Indicator.
A release indicator shows the release status of a PO.
STEP 8: Click on New Entries to create a new release indicator.
STEP 9: Fill in the release ID, Released status, changeable, and
description, and save.
STEP 10: In Define Release Procedure for Purchasing Order, select
Release Strategies.
Here we create a release strategy for your release group and assign your
release codes accordingly.
STEP 11: Click on the new entries to create a new release strategy.
STEP 12: Fill in the Release group, Release Strategy name and
description, and Release Codes.
STEP 13: Click on the Release Prerequisite, select the release codes
according to business requirements, and click on Continue.
STEP 14: Click on Release Statuses, assign release codes with release
indicators, and click on Continue.
STEP 15: Click on classification, and fill in the values of all the
characteristics.
STEP 16: Click on Release Simulation, to Check strategy is working
properly.
STEP 17: Click on simulate release for a simulation of the release
strategy.
Click on save to save the release strategy.
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