PO Release Strategy- Config & Pre-Requisites

Introduction

This BlogPost is about PO Release Strategy. Here we have highlighted PO Release Strategy- Config & Pre-Requisites.

We need to define the parameters to initiate the release strategy. Here I have opted for Document type and Material Group, as an example/ combination for PO Release Strategy.

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Most Imp – Structure CEKKO (Communication Release Strategy Determination Purch. Document) displays all fields, using which release strategy can be configured.

We will discuss:

Characteristics, class & config.

1. Characteristics

Characteristics need to be created for the attributes, on which release strategy is dependent.

As an example, we have CEKKO- BSART (Doc Type) & CEKKO- MATKL (Material Group).

Run transaction CT04, below screen will appear

Enter a characteristic name and click on the Create button
Select data type
In my case, I wanted to configure the release strategy for 1 document type
Selected Single Values in the Value Assignment block
Multiple values can be selected for Many document type
As displayed below, in the Addnl tab, for Reference to a table field, mention the field name as displayed below. Same as mentioned in the CEKKO structure.

As displayed below, in the Restriction tab, mention Class type as “032”

Click on the Value tab, mention value for PO Doc type, I have taken standard as NB

As below, similarly, create a characteristic for the Material group
All screenshots as mentioned below

2. Class

Class needs to be created to club all characteristics as created above for the PO release Strategy.

Run transaction CL02 with class-type 032
Provide Class description
Enter characteristics name as mentioned below for Doc/Order Type & Material Group.

3. Config steps for Release strategy as below –

Path – SPRO: Materials Management -> Purchasing -> Purchase Order -> Release Procedure for Purchase Orders -> Define Release Procedure for Purchase Orders.

Release Groups
Release Codes
Release Indicator
Release Strategies
Workflow

First, select Release Group, choose Release Group, below screen will appear

Opt new entries & provide description/Name of the Release Group, in my case as “AS”
Choose class & provide a description as below.

Second, select Release Codes, choose Release Codes, below screen will appear

Enter release code against the Release group.
Here we have entered 10 & 20 with “10 = A & 20 = B”, as below
Opted workflow = 1 (Role resolution with the group, code, and plant).
Save it

Third, select Release Indicators, choose Release Indicators, below screen will appear

Enter Release ID, here I have entered 0 & 1
Check the released checkbox for the Release ID where PO shall be released.
Changeable value as 6 for PO
Value change: After the release of PR, it cannot be changed significantly until the value mentioned.
Enter description

Fourth, select Release Strategies, choose Release strategies, below screen will appear
Click, New Entries button
Opt Release group.
Now, provide Release strategy and description.

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As below, Now click on Release prerequisites
In the prerequisites screen, select prerequisites for each release code.
Here in the screenshot, there is no prerequisite for release code 10, and for release code 20, there is a pre-requisite that release id 10 has to be there.
Click, Continue, as below.