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Reservations and Purchase Requisitions (New) ( RELNCRM_60_MSE_REQ_RESRV )

Reservations and Purchase Requisitions (New) ( RELNCRM_60_MSE_REQ_RESRV )

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Reservations and Purchase Requisitions (New)

Use

This release note is relevant if upgrading from SAP CRM 5.0 or from SAP CRM 5.2.

This feature enables you to replenish depleted stock items, or order for new stock items. The following options are available to you:

  • Create reservation against existing stock
  • Create purchase requisitions to request for stock items you want

Reservations

You can replenish stock by creating a reservation to reserve another service representative's stock or that of another storage location. The reservation is then processed in one of the following ways:

  • The second service representative (or another storage location) creates the transfer posting, with reference to the reservation, to move the reserved stock item to unrestricted stock.
  • You can create (on behalf of the second service representative or another storage location) the transfer posting, with reference to the reservation, to move the reserved stock item to unrestricted stock.

You can also:

  • Select the Deletion Indicator to cancel reservations

Purchase Requisitions

You can create purchase requisitions and then synchronize with SAP ECC where follow-up purchase orders and delivery transactions are created. These reference documents are then synchronized to the CRM Mobile Service client.

,,Note: When the purchase requisition goods are received, you create (in the Goods Movement component) a ,,goods receipt with reference to the delivery or purchase order. On synchronization, stock gets updated.

In addition, you can do the following:

  • View reference (follow-up) purchase orders or deliveries
  • Search for purchase orders or deliveries, including those associated with purchase requisitions, using flexible search
  • View purchase order or delivery details using search and appropriate links
  • Set the deletion indicator flag when you wish to cancel the requisition

Effects on Existing Data

Effects on Data Transfer

You have installed SAP ECC 2005 (ERP Central Component - Enhancement pack 3) and SAP NetWeaver Mobile 7.1 SP03 as these systems exchange data with SAP CRM Mobile Service.

As a prerequisite to data exchange, the system administrator should have:

  • Mapped the SAP CRM Mobile Service user to an existing CRM Server user
  • Created a user in SAP ECC with the same username as in the CRM Server
  • Ensured that mobile clients are subscribed to the following publications:
  • Requisitions / Reservations (by Doc Type & Created By)

  • Requisitions / Reservations (by Req.Plant & SL, Doc Type)

  • Requisitions / Reservations (by Sup.Plant & SL, Doc Type)

  • Purchase Order (by Requesting plant and Storage location)

  • Deliveries (by Requesting Plant, Requesting Storage Location)

  • Goods Movement (by Issuing Plant and Storage location)

  • Goods Movement (by Receiving Plant and Storage location)

  • Customizing_Vanstock

  • Downloaded the following Customizing objects to consolidated database (CDB):
System Customizing object
From SAP ECC CUST_STLOC: Storage location
CUST_POPLANT - purchase org. and plant combination
CUST_PURGRP - purchase groups
CUST_PURORG - purchase organizations
From SAP ECC using SAP NetWeaver Mobile 7.1 SP03 MSV_PLANT: Plant data
MSV_FLDCUST: Field customization
MSV_PD_TYPES - purchase document types
MSV_MVT_TYPES: Goods movement types
MSV_MVT_REASONS: Goods movement reasons

Effects on System Administration

The system administrator must make the following settings in CRM Mobile System Maintenance application:

  • Stock Management
  • Assign plant and storage location with employees

  • Cross-Component Settings
  • Select the Choice Field ENABLEVANSTOCK and set the Choice Field Value to True

  • Maintain the list of applicable purchase document types in the Choice Field MSVPURDOCTYPE

  • Maintain the list of applicable requisition document types and categories in the Choice Fields MSVREQDOCUMENTTYPE and MSVREQDOCUMENTCAT

Effects on Customizing

You should have made all relevant Customizing settings related to this feature in SAP ECC. You have made settings for purchasing document types in Customizing for SAP ECC by choosing SAP Customizing Implementation Guide → Materials Management → Purchasing → Purchasing Documents

Further Information






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