integrated sourcing and procurement - help.sap.com

Configuration ContentIntegrated Sourcing and Procurement

Target Audience ■ System administrators ■ Technology consultants

PUBLICDocument version: 1.3 – 2012-08-10

Document History

CAUTION

Before you start the implementation, make sure that you have the most recent version of this

document, which is in the Reference Guide. To access the Reference Guide, log on to SAP Sourcing

and choose Home Reference Guide . On the Index page, click the link for the configuration

content.

This document is also available in SAP Solution Manager under Cross-Application Implementation

Packages Configuration Structures Basic Settings for Integrated Sourcing and Procurement .

The following table provides an overview of the most important document changes.

Version Date Description

1.0 2010-02-16 Initial version for SAP Sourcing on-premise and SAP BusinessObjects Spend Performance Management 2.1.

1.1 2011-08-24 Second version for SAP Sourcing on-premise solution and SAP BusinessObjects Spend Performance Management 2.1, revised during development of SAP Sourcing on-premise solution Release 8.

1.2 2012-04-09 Third version for SAP Sourcing on-premise solution and SAP BusinessObjects Spend Performance Management 2.1, revised during development of SAP Sourcing on-premise solution Release 9.

1.3 2012-08-01 Various minor updates and fixed to the Integrated Sourcing and Procurement Guide. Revised post-development of SAP Sourcing Release 9.

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Table of Contents

Chapter 1 Integrated Sourcing and Procurement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Chapter 2 Configuration of SAP Sourcing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

2.1 Extracting and Transferring SAP Sourcing Data to SAP BusinessObjects Spend

Performance Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

2.2 Linking to SAP BusinessObjects Spend Performance Management from SAP

Sourcing Workbench . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Chapter 3 Configuration of SAP BusinessObjects Spend Performance

Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

3.1 Setting Up Transactions for Integrating SAP Sourcing in SAP BusinessObjects

Spend Performance Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

3.2 Setting Up Single Sign-On for SAP BusinessObjects Spend Performance

Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Chapter 4 Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

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1 Integrated Sourcing and Procurement

This document describes how to configure the end-to-end process Integrated Sourcing and

Procurement.

Integrated Sourcing and Procurement closes the loop between strategic sourcing activities and the

procurement order cycle by connecting Spend Analytics, Strategic Sourcing, Contract Management,

and Operational Procurement to achieve sustainable savings – a key performance indicator for chief

procurement officers.

SAP Spend Performance Management (SPM) integration with SAP Sourcing supports multiple back-

end systems which enables master data from multiple ERP systems to be sent between SAP SPM and

SAP Sourcing.

For information about Spend Analytics, Strategic Sourcing, Contract Management, and Operational

Procurement, see the documentation in SAP Solution Manager under Cross-Application Implementation

Packages Scenarios Integrated Sourcing and Procurement .

Prerequisites

You have installed SAP ERP 6.0 according to the installation guide on SAP Service Marketplace at

http://service.sap.com/erp-inst. The SAP ERP standard integration components are delivered

with support packages or via SAP Notes, which are listed in the configuration guide for the integration

of SAP ERP and SAP Sourcing on SAP Service Marketplace at http://service.sap.com/eso. If your

SAP ERP release and support package are lower than those listed in the configuration guide, implement

the standard integration components either by implementing the corresponding support package or

by implementing the SAP Notes.

You have configured SAP ERP 6.0. For more information, see the configuration content in SAP Solution

Manager under SAP ERP Configuration Structures SAP ERP 6.0 , specifically Basic Settings for SAP ERP

and Basic Settings for Operations.

You have installed and configured SAP Sourcing, including Contract Lifecycle Management (CLM).

For more information, see the configuration guide for SAP Sourcing. You can access the configuration

guide from the Reference Guide. To access the Reference Guide, log on to SAP Sourcing and choose

Home Reference Guide . On the Index page, click the link for the configuration guide.

You have configured the integration of SAP ERP and SAP Sourcing. For more information, see the

configuration guide for the integration of SAP ERP and SAP Sourcing. You can access the configuration

guide from the Reference Guide (see above).


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http://service.sap.com/erp-inst

http://service.sap.com/eso

Only valid for: SAP NetWeaver |

SAP Sourcing and SAP SPM Compatibility

Product Version SAP SPM 1.0 SAP SPM 2.0 SAP SPM 2.1 SAP SPM 3.0

SAP Sourcing on-premise 5.1 (must be in same domain as SAP SPM)

Yes (without actionability)

Yes Yes (only up to SP4) No

SAP Sourcing Release 7.0

No No Yes (Service Pack 5) In process

End of: SAP NetWeaver |

Integration

Integration of SAP Sourcing and SAP BusinessObjects Spend Performance Management

By integrating SAP BusinessObjects Spend Performance Management 2.1 with SAP Sourcing on-

demand solution, you enable end users to immediately take action on identified spend management

and savings opportunities.

The following figure shows three main flows:

■ Users can create or update documents in SAP Sourcing from reports in SAP BusinessObjects Spend

Performance Management. This flow invokes document creation Web services to create or update

projects, auctions, or RFx in SAP Sourcing.

■ Users can view the details of projects and contracts in SAP Sourcing from pertinent reports in SAP

BusinessObjects Spend Performance Management. This flow invokes document URL Web services,

which return a URL for the project or contract identified in the SAP BusinessObjects Spend

Performance Management report.

■ Users can view SAP BusinessObjects Spend Performance Management reports directly from SAP

Sourcing through HTTP links.


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Figure 1: Integration of SAP Sourcing and SAP BusinessObjects Spend Performance Management

For more information, see SAP Help Portal at http://help.sap.com SAP BusinessObjects EPM Solutions

Spend Performance Management SAP BusinessObjects Spend Performance Management 2.1 Application Help

Integration Integration with SAP Sourcing .

Integration of SAP Sourcing and SAP ERP

Customizing data and master data is extracted from SAP ERP in XML format, and pushed to the inbound

folder on your local file server or FTP. In SAP Sourcing, integrated master data loaded from SAP ERP

to SAP Sourcing can originate from multiple data sources. A SAP Sourcing scheduled task picks up the

XML file from the inbound folder and imports the data to SAP Sourcing. This is shown by the first flow

in the following figure. You can also publish supplier master data from SAP Sourcing to SAP ERP.

The following business processes are supported:

■ Creating an outline agreement in SAP ERP from a request for proposal (RFP) award in SAP Sourcing

You can create a contract in SAP ERP from an RFP award in SAP Sourcing. The data is sent from

SAP Sourcing to SAP NetWeaver Process Integration (SAP NetWeaver PI) using the HTTP adapter.

The message is received by the SAP NetWeaver PI server and passed to the function module on the

back end which creates the contract. A receipt containing the contract number is sent back from

SAP ERP to SAP Sourcing via SAP NetWeaver PI. This is shown by the second flow in the following

figure.

■ Creating an RFP in SAP Sourcing based on a request for quotation (RFQ) in SAP ERP

■ Creating a purchase order in SAP ERP based on an RFP award in SAP Sourcing

■ Creating an outline agreement in SAP ERP from a master agreement in SAP Sourcing


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Figure 2: Integration of SAP Sourcing and SAP ERP

For information about how to integrate SAP Sourcing and SAP ERP, see:

■ Configuration content for integration of SAP ERP and SAP Sourcing, which is in the Reference

Guide

To access the Reference Guide, log on to SAP Sourcing and choose Home Reference Guide . On

the Index page, click the link for the configuration content.

■ SAP Note 1328142


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2 Configuration of SAP Sourcing

2.1 Extracting and Transferring SAP Sourcing Data to SAP BusinessObjects Spend Performance Management

Data is extracted using scheduled tasks and SAP Sourcing reports.

Procedure

Creating Scheduled Tasks

You must create a scheduled task for each of the following data extraction reports. We recommend

limiting these reports to 5000 rows. If additional data is required, you must copy and customize the

reports to extract data in multiple runs (using the ID range or date range as part of the query).

■ FCI-SSA-AllProjectPrioritiesLocalized

■ FCI-SSA-AllStatusIndicatorsLocalized

■ FCI-SSA-AllProjectClassificationsLocalized

■ FCI-SSA-AllProjectStatusesLocalized

■ FCI-SSA-ProjectsExtract

1. Log on to SAP Sourcing with the enterprise user.

The enterprise user has the user name enterprise. It is a special administrative account for

configuring application settings in a specific enterprise. This account is managed internally by the

application, and does not appear in the standard list of user accounts.

2. On the System Setup tab, choose Scheduled Tasks.

3. Choose Create.

4. On the next page, select Report Execution Task as the document type and choose Create.

5. Create the scheduled task as shown in the following table:

Fields and Values for Scheduled Task

Field Value

Display Name Enter a display name

Description Enter a description

Run As User Select a user in whose context the task is to be executed

6. In the remaining fields, specify a task execution schedule; this might vary based on your needs.

7. Click Advanced Configuration Properties.

8. Maintain the advanced configuration properties as shown in the following table:


2.1 Extracting and Transferring SAP Sourcing Data to SAP BusinessObjects Spend Performance Management

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Fields and Values for Advanced Configuration Properties

Field Value

Report Choose a report to be executed; see list above

Query Server Event Action Choose Integration Export

Export Path Specify a path; the folder should be on your local drive

Export File Name Specify a file name. No file extension is required; it is added to the file name by the exporter automatically.

9. Choose Save.

Executing Reports

Scheduled tasks execute reports automatically based on the schedule you specified. CSV files with report

results are created in the specified folder. You can execute a report manually using its query definition,

as follows:


2. On the System Setup tab, choose Query Definitions.

3. Enter the internal name of the query in the search field.

NOTE

To display all data extraction queries for SAP BusinessObjects Spend Performance

Management, enter FCI-SSA.

4. Choose Show.

5. Click the desired query definition name.

6. Under Actions, choose Preview.

The query is executed and the results are displayed.

Transferring SAP Sourcing Data to SAP BusinessObjects Spend Performance Management

After the reports are executed, SAP Sourcing places the files on a file server. SAP BusinessObjects Spend

Performance Management is given access to the files in order to upload them. (This requires SAP

BusinessObjects Spend Performance Management to provide SAP Sourcing with the FTP client ID so

that SAP BusinessObjects Spend Performance Management can be allowed to access the external FTP

server.) For information about the data upload process, see SAP Help Portal at http://help.sap.com

SAP BusinessObjects EPM Solutions Spend Performance Management SAP BusinessObjects Spend Performance

Management 2.1 Application Help Data Management .

2.2 Linking to SAP BusinessObjects Spend Performance Management from SAP Sourcing Workbench

Procedure


2. On the Master Data tab, choose Companies.

3. Click the desired company.



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4. On the Workbench Setup tab, choose Edit.

5. Under Links, choose Add.

6. Maintain the company as shown in the following table and choose OK:

Fields and Values for Company

Field Value

Name SAP BusinessObjects Spend Performance Management

URL Sample value:http://<host_name>:<server_port_number>/irj/portal

Description SAP BusinessObjects Spend Performance Management

Show Side Buy-Side Only

Enterprise Scoped Select

7. Choose Save.

8. Log on to SAP Sourcing as a regular user.

9. In the SAP Sourcing workbench, choose SAP BusinessObjects Spend Performance Management under

Links.

The SAP BusinessObjects Spend Performance Management application is launched.



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3 Configuration of SAP BusinessObjects Spend Performance Management

3.1 Setting Up Transactions for Integrating SAP Sourcing in SAP BusinessObjects Spend Performance Management

For instructions on setting up transactions for integrating SAP Sourcing with SAP BusinessObjects

Spend Performance Management, see Help for SAP BusinessObjects Spend Performance Management.

Procedure

See SAP Help Portal at http://help.sap.com SAP BusinessObjects EPM Solutions Spend Performance

Management SAP BusinessObjects Spend Performance Management 2.1 Application Help Integration Integration

with SAP Sourcing .

3.2 Setting Up Single Sign-On for SAP BusinessObjects Spend Performance Management

For information about how to set up Single Sign-On between SAP Sourcing and SAP BusinessObjects

Spend Performance Management, see the installation guide for SAP BusinessObjects Spend

Performance Management on SAP Service Marketplace.

Procedure

Go to http://service.sap.com/instguidesssa Spend Performance Management 2.1 Installation and

Configuration Guide Installation Post-Installation Java J2EE Integration with SAP Sourcing .

3 Configuration of SAP BusinessObjects Spend Performance Management

3.1 Setting Up Transactions for Integrating SAP Sourcing in SAP BusinessObjects Spend Performance Management

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http://service.sap.com/instguidesssa

4 Troubleshooting

Procedure

The following table contains tips for troubleshooting the configuration of Integrated Sourcing and

Procurement.

Troubleshooting Configuration of Integrated Sourcing and Procurement

Issue Solution

When SAP BusinessObjects Spend Performance Management sends a request to SAP Sourcing to create a business document, you get an error message that the service is not available.

Check that the value of the system property system.webservices.enabled is set to true in SAP Sourcing. You can check this on the System Setup tab by clicking System Properties. By default this property is not created and the default value is set to false. For the integration of SAP BusinessObjects Spend Performance Management and SAP Sourcing, this property must be created and set to true.

You get a flex error when calling the Web service. Ensure that the user ID of the SAP Sourcing user was entered in lowercase when it was created in SAP Sourcing.

An application server logon window appears when the SAP Sourcing Web service is invoked from SAP BusinessObjects Spend Performance Management.

Ensure that the IP address and URL of the SAP BusinessObjects Spend Performance Management server are added to the hosts file. This file is typically available in the WINDOWS/system32/drivers/etc. folder. The URL of the server should be entered without the port number.

EXAMPLE

10.66.128.151 pwdf6788.wdf.sap.corp #ES AT

Error: “x is not a valid Product Category external ID.” Product Category or Unit of Measure not synchronized.

If a product category is not synchronized between the two systems, the RFx document will not be created. See whether the category exists in SAP Sourcing. If it does not exist, create the category manually, and start the document creation process again. If you receive another error message, the Unit of Measure in the data is not present in SAP Sourcing. In that case, create the unit of measure manually, and start the document creation process again.

Errors in the default template When any of the documents are created, for an RFx, auction, or project a default template is required for each of them. These templates need to be configured correctly with the required fields. The first field that is required for the template is a default product category. This will be overwritten by the category of the line items transferred from SPM. For RFx_Template, choose

4 Troubleshooting

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Issue SolutionDocument Setup Inco Term , and set the default

delivery term. For Auction_Template, choose Line Item Inco Term . Then, choose Schedule Line Item , and set the. Minimum Bid Duration.

4 Troubleshooting

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Typographic Conventions

Example Description

<Example> Angle brackets indicate that you replace these words or characters with appropriate entries to make entries in the system, for example, “Enter your <User Name>”.

ExampleExample

Arrows separating the parts of a navigation path, for example, menu options

Example Emphasized words or expressions

Example Words or characters that you enter in the system exactly as they appear in the documentation

http://www.sap.com Textual cross-references to an internet address

/example Quicklinks added to the internet address of a homepage to enable quick access to specific content on the Web

123456 Hyperlink to an SAP Note, for example, SAP Note 123456

Example ■ Words or characters quoted from the screen. These include field labels, screen titles, pushbutton labels, menu names, and menu options.

■ Cross-references to other documentation or published works

Example ■ Output on the screen following a user action, for example, messages ■ Source code or syntax quoted directly from a program ■ File and directory names and their paths, names of variables and parameters, and

names of installation, upgrade, and database tools

EXAMPLE Technical names of system objects. These include report names, program names, transaction codes, database table names, and key concepts of a programming language when they are surrounded by body text, for example, SELECT and INCLUDE

EXAMPLE Keys on the keyboard

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