You are on page 1of 11

SAP SRM Advanced CCM Cookbook:

Requisite Catalog and SAP CCM


Configuration and Management
by Jim Stewart and Shaz Khan
Edited by Farrah Cooksey
Please visit our website at
www.sapcookbook.com

Jim Stewart and Shaz Khan


2005 Equity Press all rights reserved.
All rights reserved. No part of this publication may be reproduced, stored in a retrieval system, or
transmitted in any form or by any means, electronic, mechanical, photocopying, recording or otherwise,
without either the prior written permission of the publisher or a license permitting restricted copying in the
United States or abroad.
The programs in this book have been included for instructional value only. They have been tested with
care but are not guaranteed for any particular purpose. The publisher does not offer any warranties or
representations not does it accept any liabilities with respect to the programs.
Trademark notices
SAP, SAP EBP, SAP SRM, Netweaver, and SAP New Dimension are registered trademarks of SAP AG. This
publisher gratefully acknowledges SAP permission to use its trademark in this publication. SAP AG is not the
publisher of this book and is not responsible for it under any aspect of the law.

-2-

SAP SRM Advanced CCM Cookbook

SAP SRM Advanced CCM Cookbook: Requisite Catalog and SAP CCM Configuration
and Management 1
Forward ................................................................... 7 ABOUT THE
AUTHORS....................................... 9 Part 1: Supplier Enablement 12
Supplier Enablement Introduction ........................... 13 Overview of Supplier
Involvement.......................... 14
Supplier involvement in a typical e- procurement process is organized in
the five areas listed below................................. 14 Step by Step Overview
of Supplier Enablement...................................................... 15 OCI Sample
Catalog......................................... 16 PO and Invoice Document Transfer...............
18 For Invoice Document Transfer....................... 18 Tips for a Successful
Implementation............ 20 Round Trip Catalog Configuration in EBP.....
23 OCI catalogs configured in EBP IMG in the external web services node
and then in the Attributes area of the organizational structure (TCODE:
ppoma_bbp).................................................... 23 Replicating Vendors from
R/3 to EBP Configuration Set Up.................................... 23 OCI Catalog
Configuration............................... 23 Results of OCI Catalog Configuration............
27 Examples of Initial Go Live Suppliers............. 28 Main Screen of
Catalog Configuration for all Suppliers..................................................... 28
Configuration:..................................................... 31
-3-

Jim Stewart and Shaz Khan


Replication of Vendors (Suppliers) from R/3 to EBP.............................................................31
Adopting Customizing Data:.............................35 1. In EBP, execute transaction
BBPGETVC.........................................................36 2. In the System field, enter your back-end
system............................................36 3. Choose Start transmission..............36 Notes for Vendor
Replication ...........................37 Part 2: Requisite Catalog 38
User Administration Overview.................................39 Manage Catalog
Users ..............................................41 Create a Purchasing Organization ..................43
Configuration .......................................................56 View
Definition ................................................60 Attribute Types................................................70
Attribute Visibility ....................................................72 Attribute Actions (Characteristics)
...........................74 Attribute Sequence Numbers ....................................77
Attribute Length........................................................79 Key Values and Name
Values ..................................80 Notes .........................................................................88
Create and Edit Approval Role.................................95 Assign Approval Roles to
Users.............................109 Show Workflow .............................................112 Producing a
Schema Template................................113 Microsoft Excel .................................................115
Format Text Files....................................................119 Load Content From Multiple
File Formats.............121 Select File..........................................................121
Loader Options.................................................122 Adding New Products to a
Catalog.........................141 Edit an Existing Product .........................................145 Edit a
Product..........................................................146
-4-

SAP SRM Advanced CCM Cookbook

Item Count Log ............................................ 167 Export Log......................................................


169 Report Summary ......................................... 170 Automated Jobs
Scheduler..................................... 175 Create a Job................................................... 177
Set Job Execution Time............................. 178 Notification & Scheduler Action .............
179 Activity Buttons ................................................ 180 Understanding rights ownership
and views. 181 Manage Background Jobs ...................................... 183 Product
Editor ........................................................ 185 Manage SAP OCI...................................................
186 Manage SAP OCI................................................... 186 SAP
OCI........................................................... 186 Users .................................................................
188 Views................................................................. 189 Approval
Roles................................................. 189 Suppliers...........................................................
190 Attributes........................................................... 191 Category
Defaults............................................ 192 Rules ................................................................
193 Actions............................................................... 194
Descriptions...................................................... 194
Currencies ........................................................ 194
UOM .................................................................. 195 SAP OCI
Mappings......................................... 195 Part 3: Catalog Content Management 197
Introduction to CCM.............................................. 199 Basis Setup Activities for
CCM............................. 202 XI Configuration............................................... 202 Catalog
Authoring Tool (CAT) Settings ....... 202 TREX and Catalog Search Engine (CSE)... 208
Generate Master Catalog............................... 210
-5-

Jim Stewart and Shaz Khan


SAP Exchange Infrastructure (XI) and CCM
Requirements ..........................................................212 Predefined Characteristics
and Content Format .....215 CCM Characteristics........................................215
CCM File Formats............................................220 Organize and Upload
Content.................................223 Upload Master Catalog Schema....................223 Upload
Supplier Catalog.................................227 Create Procurement Catalogs........................233
Manage Content ......................................................236 Map Categories and
Items..............................236 Catalog Data Enrichment................................239
Manual Enrichment..........................................239 Automatic
Enrichment .....................................240 Approval and Rules..........................................240
Publish Catalog .......................................................245 Define
Views.....................................................245 Publish Catalogs ..............................................247
Search Catalog ........................................................249 EBP Define External Web
Services and Catalog IDs .................................................................................252 Define
External Web Services................................252 Settings for the EBP Organizational
Structure .............................................................................256 Frequently Asked
Questions ..........................258 ABOUT THE AUTHORS ......................................265
-6-

SAP SRM Advanced CCM Cookbook

Forward
Very soon after publishing the SAP SRM Advanced EBP Cookbook in April 2005, I realized that there is
a great need for easy to access, easy to read information about SAP SRMs Catalog management tools.
This book is the answer to the many requests for information about catalog content management tool
from SAP and also requests for information about the software from Requisite, which is probably the most
widely used piece of software to manage catalog content management on SRM projects today.
As such, this book will be broken into three major parts. Part One will provide background and
introductory materials for supplier enablement, offering the reader a view of the landscape from 10,000
feet. Part one will provide the details you need to connect any supplier with an external catalog to the
SRM system. Part one will also offer some much needed strategy information about the SRM product.
Part two is a complete reference to the Requisite Catalog content management software. This reference
includes materials from several projects, sample external catalog scenarios, configuration information,
sample blueprint, and everything you will need to configure and maintain the Requisite Catalog Content
Management software for use with SRM inside your organization.

-7-

Jim Stewart and Shaz Khan


Part three will serve as a reference to the new SAP SRM CCM software. This will include the SAP
Catalog Authoring tool, initial configuration and setup, and it will walk through several live scenarios of
the software in use today.
We realize that the Requisite catalog software and SAP SRM CCM are pretty much mutually exclusive in
their deployment and so this book can serve several purposes. If youre evaluating each of these suites,
this book should provide a sneak peek under the hood so to speak. If you already have one of these
components installed, this book will allow you to make a quick evaluation of the other piece of software.
Either way, I believe that this is the right book at the right time, and I know that the content of this book
has been invaluable to me and other people who I have shared the content with.
Jim Stewart
From 34,000ft

-8-

SAP SRM Advanced CCM Cookbook

ABOUT THE AUTHORS

Jim Stewart
Jim Stewart (Los Angeles, CA) has over 10 years of experience as an information systems professional,
during which time he has served as a technical analyst, lead developer, and programming team lead. He
has implemented SAP at DirecTV, Texas Instruments, Hewlett Packard, and other Fortune 100 clients.
Mr. Stewart is the founder of Equity Technology Group, an SAP consulting partner, and continues to
practice as a consultant in the area of SAP SRM/EBP, Workflow, Web programming, and UNIX systems
administration.
Jim can be reached at jim@sapcookbook.com

Shaz Khan
Shaz Khan has been implementing SAP ERP eProcurement and Supply Chain applications for over 8
years. Shaz began his career as a Senior Information Technology Consultant with Ernst & Young and
immediately obtained SAP R/3 certification in the Materials Management module. He has implemented
SAP Supplier Relationship Management (SRM)/Enterprise Buyer Professional (EBP) projects focused
on operational self-service and services procurement, contract management, content management, and
spend analysis. He has extensive experience in project management, software development and systems
implementation methodologies, and strategic consulting services. In 1999, Shaz helped launch Above
Commerce, an electronic catalog company focused on helping

-9-

Jim Stewart and Shaz Khan


businesses establish private procurement exchanges over the Internet. He has managed and
implemented SAP and SRM supply chain and operational procurement projects for numerous Fortune
500 clients in the Media, Chemical, Oil, and Financial Services industries including Dow Chemical/
Union Carbide, Warner Bros., and Disneyland. He has recently launched his new consulting firm Ciena
Partners, Inc. and is currently implementing SRM 4.0 at a major Fortune 100 client. Shaz received his
B.A. in Computer Science and a B.A. in Economics from the University of California at Berkeley.
Shaz can be reached at skhan@cienapartners.com

- 10 -

You might also like