Purchase Requisition

Release Strategy

Prepared by: Ahmed EL Shafay

ITI-ERP-Track intake 44

Linkedin: www.linkedin.com/in/ahmed-shafay-AS06
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Table of Contents:

PR Release Strategy (Business) ................................................................................................ 2

PR Release Strategy on the line-item level (Purchase Group) ..................................................... 3
1st Master Data .................................................................................................................... 3
➢ Create characteristics ...................................................................................................... 3
➢ Class Creation ................................................................................................................. 8
2nd Configuration .................................................................................................................10
Release Group: ..................................................................................................................... 11
Release Codes: .................................................................................................................... 13
Release Indicators: ............................................................................................................... 15
Release Strategy: .................................................................................................................. 17
3rd Assign the Release Strategy to the Class: .........................................................................23
Configuration Check ...............................................................................................................27

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PR Release Strategy (Business)

What is a Purchase Requisition?
Usage: A Purchase Requisition (PR) is an internal document used in organizations to request the
procurement department to purchase goods or services. It’s a key step before creating a Purchase
Order (PO).

Purpose: PRs serve to formally request needed items or services, initiate the procurement process,
and ensure that the request is justified and aligned with the business needs.

Role of Release Strategy in PR:

The release strategy for PR involves defining specific criteria and approval processes that a PR must
undergo before it can be processed further. This includes the following:

Approval Levels: Based on the value, material type, or department, different levels of approval may be
required.

Controlled Procurement: Ensures that only necessary and budget-approved requisitions are
processed, reducing wasteful spending.

Compliance and Governance: Adheres to company policies and regulatory requirements, minimizing
risks of non-compliance.

Business Benefits:
Cost Management: The company can manage costs effectively and prevent unauthorized
expenditures by ensuring that each PR is reviewed and approved by appropriate authorities.

Process Efficiency: This strategy streamlines the procurement process by setting clear guidelines on
who needs to approve PRs, reducing procurement delays.

Strategic Procurement: Encourages strategic thinking about procurement needs, prioritizing

requisitions based on company strategies and goals.

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PR Release Strategy on the line-item level (Purchase Group)

Spro ➔ Material Management ➔ Purchasing ➔ PR ➔ Release Strategy ➔ Procedure with
Classification ➔ Edit Characteristics (CT04)

1st Master Data (characteristics & Class)

(We create the Chars. To assign it to the Class to be created and assign the release strategy to be
created to the Class that contains the chars.)

➢ Create characteristics >> T-Code “CT02”

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To get the table technical name, go to (SE16N) ➔ enter (EBAN) in the table name (PR) ➔ Search for
Purch. Group to get the Table technical name. (EKGRP) copy it.

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We add “C” to “EBAN” to be “CEBAN” to indicate that this is a characteristic of the Table “EBAN”
which is the PR Table.

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If we open the basic data tab again, we will find the number of chars. (chars. Length of the purchase
Group)

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Multiple Values to assign more than one purchase Group ➔ then Save ➔ back to crate the Class
(CL02)

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➢ Class Creation >> T-Code “CL02”

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Open Char. Tab ➔ Choose the Characteristic at which the

We added the characteristics of the purchase group that we had previously created.

Save

When we use that Class, these characteristics will be applied to PR.

 Go to Configuration to create the release strategy.

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2nd Configuration
Spro ➔ Material Management ➔ Purchasing ➔ PR ➔ Release Strategy ➔ Procedure with
Classification ➔ Set up Procedure with Classification.

Follow the system steps to create the Release Strategy.

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Release Group:

Create a Rel. Grp. Code and Description. In addition, we assign the Class created to the Rel. Grp.

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Release Codes:

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Release Indicators:
Release Indicators control the field selection of the PR if it can be.

(Changed/blocked / PR to ROF/ PO…. etc.)

Add a new Indicator. (Change Indicator)

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Release Strategy:

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Release Prerequisites:

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Release Status:

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3rd Assign the Release Strategy to the Class:

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Enter.

Save.

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CL24N

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This Release Strategy will be activated in the IT and SW Purchase Groups.

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Configuration Check
4th: Let’s run the business cycle.

Create PR ➔ ME51N ➔ ME54N

Line Item 1 with release strategy. (With Purchase Group 000)

Line Item 2 without the release strategy. (With Purchase Group 002)

PR no. 10013694

“Each line item is assigned to a different purchasing group; the release strategy is activated on the 1st
line only.

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