Overview

 

This guide will explain all the needed customizing needed in order to use and maintain the PO Collaboration.

 

Please follow the simple steps in this guide .

PO Collaboration Customizing (IMG)

 

1. Login to SAP
2. Go to the RainbowSAP transaction in ‘/DPS/PO_CLB_IMG’ (T-code). You might want to save this transaction in your favorites.

The following window will open:

 

Maintain Environment Data

In the PO Collaboration's IMG select "Maintain Environment Data" or enter transaction /DPS/PO_CLB_PAR_VAL.

The following window will open:

 

 

Fill in the next fields:

Field	Options
PartnDet.Proc.	Set Partner Determination Procedure (From the MM-Pur Customizing)
Conf. Control	Default Conf. Control (if not found in vendor)
Confirm. Cat.	Select relevant Category.
Sender Email	Defines which email address will send the output. 01 System Default 02 Buyer Email
Split Position	Position of the ‘Split’ key in the line. F First L Last
Text Name	Email body text. *Maintained in Transaction SO10
Signiture	The signature at the bottom of the email text
Graphic Name	Option to add the comany's logo to the email
Output Type	The Purchase Order output type to be attached to the email
Confirmation Mail To Vendor	PO Collaboration can send a confirmation email according to the following options: 01 Always - When ever there is any change in the PO 02 On Buyer's Update (Default) - When ever the buyer is making a change (including approving a vendor changes) 03 On System Update - When ever there is a change in the PO no matter who did it 04 Never - No Confirmation email will be sent
Reminder Days	Days to pass with no vendor feedback until a reminder email will be sent to the vendor
Reminder 1 Days	Days to pass without feedback from previous reminder email until an other reminder email will be sent to the vendor
Text Name	The reminder's email body text
Reduce Qty.	Customize id reducing quantity of PO items is allowed in the PO Collaboration Monitor
Increase Qty.	Customize id increasing quantity of PO items is allowed in the PO Collaboration Monitor
Log Active	Check to log all activities in the PO Collaboration

 

Define Purchase Order Attributes

In the PO Collaboration's IMG select "Define Purchase Order Attributes" or enter transaction /DPS/PO_CLB_PAR.

The current window will open:

 

 

Scroll vertically to see more customizing fields

 

 

In this screen you can maintainthe following parameters to any combination of the following parameters:

• Order Type
• Purchase Organization
• Purchase Group

 

Field	Options
Copy To Buyer	Sends an email copy to the buyer when the email is sent to the vendor.
Update Buyer	Sends an email when the vendor confirms and do not have any updates.
Conf. Update	Update Confirmations tab in the order.
Ackn. Update	Update ‘Order acknowledgment’ field in Confirmations tab with date and time.
Schedule Update	Update delivery date in ‘Statistical Relevant Delivery Date’ field in Delivery schedule tab.
Stat. Del Upd.	Check for Statistical Delivery Date Update Indicator
Buyer Rmd	Sends the Buyer an email if the vendor do not confirm receiving a reminder email. (Only if reminders are customized in delivery tab.)
ParPr	Option to select the Partner Determination Procedure
Out.	Specifies the kind of output type to be produced.
Name	Description of the Out. selected
Graphic name	Graphic image name

 

Partner Determination

In This section you can define the PO Collaboration Partner behavior.

First you can define a procedure which set the Partner types relevant for the PO Collaboration and then if needed program a special BAdi to set your company logic.

 

Define Partner Determination Procedures

In the PO Collaboration's IMG select "Define Partner Determination Procedures" or enter transaction /DPS/PO_CLB_PAR_PROC.

The following window will open:

 

 

The default procedure is "1STD" if needed you can create other to enable several PO Collaboration behaviors.

Select the Procedure line and press the "Partner" folder on the left panel.

The following screen will open:

 

 

In this screen you can link the partner type to the PO Collaboration Determination Method.

 

These are the available Determination Methods:

 

Determination method Code	Determination method Description	Description
BR	Buyer Responsibility	The buyer of the Purchase Order
VD	Vendor Distribution List	Currently Not in use
VU	Vendor Address	The vendor of the Purchase Order

 

Enter the Purchase orders Partner Types that are relevant in your company to the PO Collaboration.

For each partner type set a Determination method.

In the screenshot above the Partner type BU is determined in the PO Collaboration as the buyer and the VU is determined as the Vendor in the PO Collaboration.

This option gives the flexibility to use other Partner types that may have been used in each company.

 

Maintain Partner Determination Methods

In the PO Collaboration's IMG select "Define Partner Determination Procedures" or enter transaction /DPS/PO_CLB_PAR_METH.

The following window will open:

 

 

All available Determination methods that were defined are listed.

For each Determination method a BAdi implementation can be defined with the logic of email addres.

When a BAdi is implemented a Green light will appear

For example in the the VU BAdi in the above screenshot has the logic to select the vendor and go to the vendor master data table (KNA1) and select the email field.

 

Output

In this section you can customize the Purchase Order document types that will be attached to emails sent from the PO Collaboration.

 

Assign Attachable Output Types

Set the Purchase order output type.

 

 

Customizing a Vendor

PO collaboration uses the Vendor's master data to determine the communication email.

Therefore You have to make sure that there is an email in each of the vendors' master data.

Enter vendor in transaction MK02.

Maintain the relevant email address to all relevant PO Collaboration Vendors.

Important Note:

• Email addresses that are marked with check box "do not use for communication" will be excluded from the automation email process.

 

Sending Work Items

Sending work items in PO Collaboration process to an external email will be done via a program /DPS/PO_CLB_SEND which is included on a scheduled job.

In order to activate the program manually preform the next steps:

Enter transaction /DPS/PO_CLB_SEND.

The current window will open:

Choose relevant variant.

Click on the Execute Button (F8).

Important Note:

• You might have to wait a few minutes in order to let the Send Message workflow process finish.

 

Copyright

© Copyright 2015 D'PROS Ltd. All rights reserved.

No part of this publication may be reproduced or transmitted in any form or for any purpose without
the express permission of D'PROS Ltd. The information contained herein may be changed without prior
notice.

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