SAP SRM配置手册

1.激活业务功能
T-code： SFW5
2.定义SRM交易类型：
2.1增加一般RFx类型和合同类型
增加相关的RFx类型和中央合同类型：
2.2增加TEB类型RFx：
The following activities are relevant in Customizing for SAP Supplier Relationship Management:
• You activate or deactivate the two-envelope RFx response function under SRM Server -> RFx ->
Extended RFx Process -> Two-Envelope RFx Response -> Activate/Deactivate Two-Envelope RFx Response .
• You define whether two-envelope RFx response is required for a transaction type under SRM Server -> RFx -> Extended RFx Process -> Tendering Options -> Define Tendering Options .
•
You define whether bidders receive an e-mail notification when their technical RFx response has been accepted or rejected and whether the price RFx response should be automatically rejected on rejection
of the technical RFx response. You do this under SRM Server -> RFx -> Extended RFx Process ->
Two-Envelope RFx Response -> Define Basic Data for Two-Envelope RFx Response.
•You define the cFolders in which technical RFx responses are stored for use during evaluation under SRM Server -> RFx -> Extended RFx Process -> Two-Envelope RFx Response -> Define Basic Data for Technical RFx Response Folders.
You can implement the following BAdIs:
•SRM Server -> Business Add-Ins -> RFx -> Extended RFx Process -> Two-Envelope RFx Response -> Enhance Folder Authorization
You use this BAdI to assign authorizations to the folders you have created for storing technical RFx
responses.
•SRM Server -> Business Add-Ins -> RFx -> Extended RFx Process -> E-Mail Notification -> Enhance E-Mail Content
You can use this BAdI to enhance the content of e-mail notifications sent on technical RFx response
opening and prequalification questionnaire acceptance/rejection.、
2.2.1 cFolders for Technical RFx Responses
/saphelp_srm70/helpdata/en/b8/e5de495d9d475c8f3e72993743e43c/content.htm When you create an RFx with two-envelope RFx response, the system creates a collaboration room in
SAP Product Lifecycle Management (SAP PLM) cFolders containing the following default folders:
▪External
Contains documents that are to be shared with the RFx respondents.
▪Internal
Contains documents that are only to be viewed by users from the purchasing organization.
▪Evaluators
Contains evaluator comments.
▪Collaboration
Used by RFx respondents and evaluators to exchange information, for example, the RFx
respondents can ask questions that are answered by the evaluators.
▪Technical_Bids
When the RFx respondent creates an RFx response, a folder is created under Technical_Bids in
which the RFx respondent can store technical RFx response documents.
NOTE
You can rename these folders or create your own folders in Customizing for Supplier Relationship Management under SRM Server Procurement for Public Sector Functions Application
Settings Tendering Two-Envelope RFx Response Define Basic Data for Technical RFx Response
Folders.
You use these folders to store all documents relating to the RFx. Before an RFx is published, the purchaser can upload documents to the folders and assign users read and write authorizations for the folders. For more information about SAP Supplier Relationship Management (SAP SRM) integration with cFolders, see Integration with SAP PLM cFolders.
The following default folder authorizations are provided:
For more information about creating additional folder authorizations, see the Business Add-In (BAdI) documentation in Customizing for Supplier Relationship Management under SRM Server Procurement for Public Sector Functions Customer Enhancements (BAdIs)Two-Envelope RFx Response Enhance Folder Authorization
2.2.2 Integration with SAP PLM cFolders
/saphelp_srm70/helpdata/en/46/44f771e4ab51ede10000000a114a6b/frameset.ht m
SAP Supplier Relationship Management (SAP SRM) supports integration with SAP Product Lifecycle Management (PLM) cFolders 2.0 or higher. Once SAP PLM cFolders has been installed, purchasers can create a folder there to store information, and share it with potential suppliers. A template function is also available for both parties. This information includes, for example, specifications and design documents on particularly complex goods or services for which an RFx is being issued.
Bidders can store information about their offer in a private area of the folder. From here, it can be reviewed by the purchasing side and the bidder in question. Confidentiality is assured, as the information is accessible only to those parties.
2.2.2.1 Prerequisites
▪You have installed SRM Server.
▪You have installed and configured SAP PLM cFolders Release 2.0 or higher.
▪You have ensured that any users defined in both systems have exactly the same user name in each system. If this is not the case, the system is unable to identify which users are involved in which folders and RFx documents.
▪You have established the RFC destination between SRM Server and SAP PLM cFolders in Customizing for SAP SRM under SRM Server Technical Basic Settings Define RFC
Destinations.
▪You have defined the SAP PLM cFolders system in Customizing for SAP SRM under SRM Server Technical Basic Settings Define Backend Systems . Here you have defined a logical
destination using the system type PLM cFolder from Release 2.0 and the RFC destination you defined above.
RECOMMENDATION
SAP recommends that you install Single Sign-On so that you can switch more easily between the systems.
2.2.2.2 Process
The following figure shows the points of integration between SAP PLM and SAP SRM:
1. The purchaser creates an RFx in SAP SRM, and then creates a cFolder for that RFx. The
purchaser can do this under Collaboration in the Documents area of the Header data tab page in SAP SRM. When the purchaser chooses Create, a folder is set up automatically in a public area in cFolders, as part of the competitive scenario.
CAUTION
It is important at this point to save the RFx by choosing Save. If the RFx is not saved and
subsequently gets lost, the link to the folder in cFolders will also be lost and you will be unable to retrieve it.
2. The purchaser goes to the cFolder and invites the engineers on the purchasing side to place all the
relevant design and specification information in the folder for potential bidders to view. Only the purchasing side can make changes to the public area of the folder.
3. When potential bidders access an RFx, they can see whether or not a folder has been created for
that RFx. If it has, they can follow the link to the folder in the public area in cFolders, view the
project information, and decide if they wish to submit a bid.
4. Once a bidder chooses Create bid, a private area is created automatically in cFolders and all the
data is copied from the public area to the private area.
In this private area, bidders can place all the information surrounding their offer, and revise and update it at any time.
5. The purchasing side determines a winning bid.
6. All project participants on both the purchasing and supply sides can access the work area
in cFolders, and add to and correct the data until all parties have agreed on the final and binding specifications. Methods for working together include:
▪Documents
▪Bookmarks
▪Data sheets
▪Discussions forums
The link to cFolders is included in the bid and also in the follow-on purchase order or contract. The collaboration area remains open, allowing the purchaser and the supplier to refine the design documents even after the winning bid has been determined.
2.2.2.3 More Information
For more information about cFolder functions, see the documentation in the SAP PLM
cFolders application.
3.激活服务：
4.分配新建的业务类型到用户：
T-code：PPOMA_BBP - 处理组织模式
把新增加的交易类型加入到对应的采购组织：
5.增加RFx行项目概要和物料的层级关系： T-code：SE54
修改层次结构模板HIER_SE
增加物料MAT_ITM到概要OUTL：
6.配置供应商传输缺省的组织结构
7.激活服务采购：
维护每个业务类型的层次结构模板：
8.定义号码范围：
逐个对每种业务定义编号范围
9.定义寻源数据来源：
10.激活货源清单更新
11.激活信息记录自动更新
12.激活RFx应答高级比价
13.激活专家评标EBE：12.1激活评估开关
12.2激活评估功能
12.3激活问题库和问卷
12.4指定SRM服务器地址
（也可以用SE16维护结构/SRMEBE/V_CNSVAL）
设置值为SRM服务器地址
12.5 维护主题和内容
设置值 /SRMEBE/ECM_MAIL_SUB
ENJOYSAP_LOGO
/SRMEBE/ECM_MAIL_BDY
X
/SRMEBE/ECM_MAIL_ATT
ENJOYSAP_LOGO
/SRMEBE/EVTR_CONF
/SRMEBE/ECM_RPLY_BDY
/SRMEBE/ERQ_MAIL_SUB
/SRMEBE/ERQ_MAIL_BDY
/SRMEBE/ERQ_URLREF
维护以上各个内容T-code： SO10
12.6定义评估阶段
12.7定义评估人类别
12.8定义类别层次结构
12.9定义计算方法
12.10启用授标按钮
12.11定义问卷库
12.12 维护号码段
T-code：SNRO
分别维护/SRMEBE/QS、/SRMEBE/EM、/SRMEBE/QN、/SRMEBE/GR的号码段。

12.13 逐个安装以下相关note补丁：
For the portal content to be available in your system, apply the following Note:-
1. 1756369 - Question Library, Questionnaire and Expert for Strat.
Purch.
For the corrections to be available in your system, apply the following Notes in the following sequence:-
1. 1766300 - Issues in Questionnaire and Business Partner(Expert)
2. 1768149 - Issues in Business Partner(Expert), Evaluation Request
3. 1769682 - Issues in Evaluation Request - Bidders' column not visible
4. 1771785 - RFx Bid Response can be changed after accepting the
response
5. 1772191 - Role Assignment view is not visible in Eval. Mgmt. tab
6. 1774503 - Unable to Delete Internal/External Expert in Role
Assignment
7. 1775177 - Unable to view Participation Confirmation Request
8. 1776626 - Unable to view Bid Invitation in Expert Response
9. 1777003 - Unable to view the Bid Invitation in Managers' worklist
10. 1777197 - Incorrect Role Assignment data during publish of RFx
11. 1767037 - SRM Expert Bid Evaluation - Consolidated Issues 1
14.激活实况拍卖
15.设置调查表、
16.组织架构设置
EBP T-code：PPOMA_BBP 15.1 创建公司代码
找到最低层的架构，点击创建
选择“直接管辖”
维护创建公司代码的名字：
在功能页关联相关的ERP的公司代码：
15.2 创建采购组织
EBP T-code：PPOMA_BBP 选择公司代码点击创建
选择直接管辖：
维护基本数据
维护功能视图，并分配ERP对应的采购组织
15.3创建工厂
T-code：SE38 （三选一）
BBP_LOCATIONS_GET_ALL or BBP_LOCATIONS_GET_FROM_SYSTEM or BBP_LOCATIONS_GET_SELECTED
EBP T-code：PPOMA_BBP 选择采购组织点击创建
选择直接管辖：
维护基本数据
维护扩展的属性页面
15.4创建采购组
选择工厂点击创建
选择直接管辖：
维护基本数据
维护功能界面，分配对应的ERP的采购组
15.5创建用户
选中采购组，点击创建
选择直接包含员工：
维护基本信息：。