©© 2013 SAP AG. All rights reserved. Scenario/Processes Procure-to-Pay (Stock) Scenario Overview Processing Supplier Invoices Processing Requests for Quotation

©© 2013 SAP AG. All rights reserved.

Scenario/Processes

Procure-to-Pay (Stock)Scenario Overview

Processing Supplier Invoices

Processing Requests for Quotation

Processing Purchase Requests

Initiating Purchasing

Processing Purchase Orders

Processing Inbound Delivery Notifications

Processing Inbound Deliveries

Processing Inspections

Open Legend

Operational Buyer

Scenario Description

The following business roles are involved in this scenario:

SupplyPlanner

StrategicBuyer

WarehouseManager

Accounts Payable/Accountant

The Procure-to-Pay (Stock) scenario enables you to purchase stock products, including those based on product specifications, based on a requirement that can be generated from a planning system, such as a Materials Requirements Planning (MRP) system. It covers all stages of the procurement process, from demand planning and creation of a purchase order, through automatic or manual assignment of sources of supply, sending the purchase order to a supplier, to goods and services receipt, invoice verification, and payment.

Click process chevrons for details

Processing Payables and Payments

Planning Supply

Business Value

Scenario Flow

Further Information

Scenario Explorer


Scenario/Processes

Procure-to-Pay (Stock)Scenario Overview

Open Legend

Operational Buyer

Scenario Description

The following business roles are involved in this scenario:

SupplyPlanner

StrategicBuyer

WarehouseManager

Accounts Payable/Accountant

The Procure-to-Pay (Stock) scenario enables you to purchase stock products, including those based on product specifications, based on a requirement that can be generated from a planning system, such as a Materials Requirements Planning (MRP) system. It covers all stages of the procurement process, from demand planning and creation of a purchase order, through automatic or manual assignment of sources of supply, sending the purchase order to a supplier, to goods and services receipt, invoice verification, and payment.


<Role Name><Role Name> <Role Name>

Business Value

Scenario Flow

Further Information










Planning Supply

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Process mainly driven by the user

Process mainly driven by the system

Manual process not supported by the system

Process that communicates with third-party software (mouse-over for details)

Process with relevance to Financials

Related scenario

Info button with more information

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Scenario/Processes

Procure-to-Pay (Stock)Process Details: Planning Supply

Process Description

The Planning Supply business process enables your company to effectively carry out material and capacity planning. You are provided with an up-to-date overview of the demand and supply situation for either a product and supply planning area combination, or a product, product specification, and supply planning area combination. The multi-level planning run calculates the required supply and then creates the supply and demand pegging network accordingly, also taking into consideration the selected product specification. If planned order is created manually product specification must be provided for specified products. If there are planning issues, the system raises exceptions to alert you to them. You can then decide what action to take, for example, you can manually create or update planning proposals. The load leveling function is also available to verify the feasibility of the supply plan and level out the load if it is not possible to increase capacity.

Performed bySupply Planner

In the Work CenterSupply Planning

Further Information


Planning Supply

Plan material Plan capacity

Check and resolve an exception

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Business Value

Scenario Flow

Further InformationSee alsoSupply Planning









Scenario Explorer

http://help.sap.com/saphelp_byd1405/en/ktp/Software-Components/01200615320100003379/WEKTRA_for_Work_Centers/SCM/Ess/Ess_Con_SupplyPlanning.html


Scenario/Processes

Procure-to-Pay (Stock) Process Details: Initiating Purchasing

Scenario Explorer

Process Description

Performed bySupply Planner

In the Work CentersSupply Control/ Production Control

Further Information



Initiate purchasing

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The Initiating Purchasing business process enables you to create purchase requests based on purchase proposals, including product specifications, and forward these purchase requests to the purchasing department.

Business Value

Scenario Flow

Further Information









Planning Supply

See alsoOperational Purchasing

http://help.sap.com/saphelp_byd1405/en/ktp/Software-Components/01200615320100003379/WEKTRA_for_Work_Centers/SRM/Ess/ESS_CON_OperationalPurchasing.html


Scenario/Processes

Procure-to-Pay (Stock) Process Details: Processing Purchase Requests – Bundle and Order

Scenario Explorer

Process Description

Performed byOperational Buyer

In the Work CenterPurchase Requests and Orders

Further Information


Processing Purchase Requests – Bundle and Order

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Assign a source of supply

Initiate RFQ processing

Bundle and create a purchase order

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Click here to display process variants

The Processing Purchase Requests - Bundle and Order business process enables you to transfer purchase requests into purchase orders. You can assign missing sources of supply and then bundle multiple assigned purchase requests into purchase orders.

Business Value

Scenario Flow

Further Information See alsoPurchase Request Processing








Planning Supply

http://help.sap.com/saphelp_byd1405/en/ktp/Software-Components/01200615320100003379/WEKTRA_for_Work_Centers/SRM/Ess/ESS_PRO_PurchaseRequestProcessing.html


Scenario/Processes

Procure-to-Pay (Stock) Process Details: Processing Purchase Requests – Bundle and Order

Scenario Explorer

Process Description Further Information


Processing Purchase Requests – Bundle and Order

Assign a source of supply

Initiate RFQ processing

Bundle and create a purchase order

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Click here to hide process variants

Processing Purchase Requests - Orderi

The Processing Purchase Requests - Bundle and Order business process enables you to transfer purchase requests into purchase orders. You can assign missing sources of supply and then bundle multiple assigned purchase requests into purchase orders.


Business Value

Scenario Flow

Further Information

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Planning Supply

In the Work CenterPurchase Requests and Orders

See alsoPurchase Request Processing

http://help.sap.com/saphelp_byd1405/en/ktp/Software-Components/01200615320100003379/WEKTRA_for_Work_Centers/SRM/Ess/ESS_PRO_PurchaseRequestProcessing.html


Scenario/Processes

Procure-to-Pay (Stock) Process Details: Processing Requests for Quotation

Scenario Explorer

Process Description

Performed byStrategic Buyer

In the Work CenterSourcing and Contracting

Further Information



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Group sourcing request items

Create a request for quotation

Enter quotes

Compare quotes and create follow-up documents

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The Processing Requests for Quotation business process enables your purchasing department to bundle your company's purchasing requirements and to find appropriate sources of supply for the materials and services required. This includes finding sources of supply for purchase requests, for example, and for the negotiation of new or expiring purchasing contracts.

You can invite new or existing suppliers to participate in requests for quotation and compare the quotes received easily in the system to determine most suitable supplier for your requirements.

Once you have determined the winning quote, the bidders are notified about the outcome of the request for quotation process, and follow-up documents, such as purchase orders or contracts, can be created.

Business Value

Scenario Flow

Further Information See alsoRequest for Quotation Processing



Planning Supply





http://help.sap.com/saphelp_byd1405/en/ktp/Software-Components/01200615320100003379/WEKTRA_for_Work_Centers/SRM/Ess/ESS_PRO_RFQProcessing.html

http://help.sap.com/saphelp_byd1405/en/ktp/Software-Components/01200615320100003379/WEKTRA_for_Work_Centers/SRM/Ess/ESS_PRO_RFQProcessing.html


Scenario/Processes

Procure-to-Pay (Stock) Process Details: Processing Purchase Orders

Scenario Explorer

Process Description

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In the Work CenterPurchase Request and Orders

Further Information



Monitor a purchase order

Create and maintain a purchase order

Send a purchase order

Approve a purchase order

Acknowledge a purchase order

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The Processing Purchase Orders business process enables you to work on automatically created purchase orders or to manually create a purchase order with or without reference to a contract or a list price. You can also search in a supplier catalog for the products to be ordered. The purchase order can contain stock material with or without product specification, services, or non-stock material that can be ordered for different purposes (for example, for cost centers, projects, or as an individual material within an asset procurement process). You can also create third-party purchase orders for materials and services manually, which can be assigned to sales orders, service orders, or customer projects. If all relevant data is maintained, the purchase order is sent to the supplier, which can also be an affiliated company that uses either SAP Business ByDesign or SAP ERP. It is also possible that an approval procedure depending on the purchase order value is in place. Optionally, a purchase order acknowledgment can be used. The process can have multiple degrees of automation.

Business Value

Scenario Flow

Further Information See alsoPurchase Order Processing





Planning Supply

http://help.sap.com/saphelp_byd1405/en/ktp/Software-Components/01200615320100003379/WEKTRA_for_Work_Centers/SRM/Ess/ESS_PRO_POProcessing.html


Scenario/Processes

Procure-to-Pay (Stock) Process Details: Processing Delivery Notifications - Supplier Delivery Notifications

Scenario Explorer

Process Description

Performed byWarehouse Manager

In the Work CenterInbound Logistics

Further Information


Processing Delivery NotificationsSupplier Delivery Notifications

Create a Supplier Inbound Delivery Notification

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…Click here to display process variants

The Processing Delivery Notifications - Supplier Delivery Notification business process allows you to create delivery notifications manually or via B2B communication from your supplier, which can also be an affiliated company using SAP ERP. You can process your supplier deliveries with or without warehouse tasks.

Business Value

Scenario Flow

Further Information See alsoInbound Deliveries Quick Guide








Planning Supply

http://help.sap.com/saphelp_byd1405/en/ktp/Software-Components/01200615320100003379/WEKTRA_for_Work_Centers/SCM/WoCV/INBLOG_InbDeliveries/VQG_INBLOG_View_InboundDeliveries.html



Processing Delivery NotificationsSupplier Delivery Notifications

Create a Supplier Inbound Delivery Notification

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Planning Supply

Scenario/Processes

Scenario Explorer




Processing Delivery Notifications/ Supplier Delivery Notifications for Externally-Managed Locations

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The Processing Delivery Notifications - Supplier Delivery Notification business process allows you to create delivery notifications manually or via B2B communication from your supplier, which can also be an affiliated company using SAP ERP. You can process your supplier deliveries with or without warehouse tasks.

Business Value

Scenario Flow

Further Information See alsoInbound Deliveries Quick Guide

Procure-to-Pay (Stock) Process Details: Processing Delivery Notifications - Supplier Delivery Notifications






Scenario/Processes

Procure-to-Pay (Stock) Process Details: Processing Inbound Deliveries - Based on Purchase Orders Without Task Control

Scenario Explorer

Process Description

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Further Information


The Processing Inbound Deliveries - Based on Purchase Orders Without Task Control business process allows you to post received products to stock based on a purchase order. You directly post the goods receipt and the system records the products as delivered and confirms the supplier delivery. A quality inspection can be created automatically. The incoming goods can be stored in a quality logistics area.

Business Value

Scenario Flow

Further Information See alsoDirectly Post a Goods Receipt with Label Creation








Planning Supply

Processing Inbound Deliveries – Basedon Purchase Orders Without Task Control

Post a goods receipt based on a purchase order

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http://help.sap.com/saphelp_byd1405/en/ktp/Software-Components/01200615320100003379/WEKTRA_for_Work_Centers/SCM/WoCV/INBLOG_InbDelNotifications/HT_PostGoodsReceipt.html

http://help.sap.com/saphelp_byd1405/en/ktp/Software-Components/01200615320100003379/WEKTRA_for_Work_Centers/SCM/WoCV/INBLOG_InbDelNotifications/HT_PostGoodsReceipt.html




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Planning Supply

Processing Inbound Deliveries – Basedon Purchase Orders Without Task Control

Post a goods receipt based on a purchase order

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Scenario/Processes

Scenario Explorer



The Processing Inbound Deliveries - Based on Purchase Orders Without Task Control business process allows you to post received products to stock based on a purchase order. You directly post the goods receipt and the system records the products as delivered and confirms the supplier delivery. A quality inspection can be created automatically. The incoming goods can be stored in a quality logistics area.

Business Value

Scenario Flow

Further Information See alsoSample Management

Procure-to-Pay (Stock) Process Details: Processing Inbound Deliveries - Based on Purchase Orders Without Task Control

Processing Inbound Deliveries - Based on ASN with Task Control

Processing Inbound Deliveries - Based on ASN Without Task Control

Processing Inbound Deliveries for Externally-Managed Location

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http://help.sap.com/saphelp_byd1405/en/ktp/Software-Components/01200615320100003379/WEKTRA_for_Work_Centers/SCM/Ess/ESS_QA/Ess_QA_SampMan.html









Scenario/Processes

Procure-to-Pay (Stock) Process Details: Processing Inspections

Scenario Explorer

Process Description

Performed byInspector Quality Engineer Quality Manager

In the Work CenterQuality Control

Further Information


… XProcessing Inspections

Decide about quality

Record inspection results

Inspect samples

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The Processing Inspections business process allows you to process, monitor, and analyze inspections of products :

Inspections at goods receiptReceiving inspections for supplier deliveries, first articles, customer returns, and stock transfers

Inspections in productionIn-process control and final inspections for production

Inspections in shippingFinal inspections for customer shipments

As part of this process, you inspect the samples taken for inspection, record results, make a decision about the quality of the inspected goods, and, if necessary, trigger corrective or preventive actions.

Planned inspections are triggered automatically based on a suitable logistics or production model. Unplanned inspections are triggered manually by the user.

Business Value

Scenario Flow

Further Information See alsoProcess an Inspection

http://help.sap.com/saphelp_byd1405/en/ktp/Software-Components/01200615320100003379/WEKTRA_for_Work_Centers/PLM/WoCV/Monitoring/HT_QA_EditInsp.html


Scenario/Processes

Procure-to-Pay (Stock) Process Details: Processing Supplier Invoices

Scenario Explorer

Process Description

In the Work CenterSupplier Invoicing

Further Information




Create a supplier invoice

Resolve a supplier invoice exception

Approve a supplier invoice

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X


The Processing Supplier Invoices business process enables you as an accountant to enter, verify, and post invoices, credit memos, and down payment requests that you received from your supplier by fax or by mail. Alternatively, your supplier, which can also be an affiliated company, can send you these documents electronically as XML messages. An automated invoice-verification process compares all supplier invoices with their corresponding purchase documents, if available.

You can also charge supplier invoice items to partner companies, and you can distribute additional costs, such as freight, among all other supplier invoice items.

When the supplier invoice is complete and correct, you post it. The supplier invoice is then used to pay your suppliers. If relevant, the system also creates new fixed assets automatically.

Business Value

Scenario Flow

Further Information See alsoSupplier Invoice Processing With Reference






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Performed byAccounts Payable/ Accountant

http://help.sap.com/saphelp_byd1405/en/ktp/Software-Components/01200615320100003379/WEKTRA_for_Work_Centers/SRM/Ess/ESS_PRO_SIVProcessingWithReference.html

http://help.sap.com/saphelp_byd1405/en/ktp/Software-Components/01200615320100003379/WEKTRA_for_Work_Centers/SRM/Ess/ESS_PRO_SIVProcessingWithReference.html




Create a supplier invoice

Resolve a supplier invoice exception

Approve a supplier invoice

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Scenario/Processes

Procure-to-Pay (Stock) Process Details: Processing Supplier Invoices

Scenario Explorer



Processing Supplier Invoices Using ERSi

The Processing Supplier Invoices business process enables you as an accountant to enter, verify, and post invoices, credit memos, and down payment requests that you received from your supplier by fax or by mail. Alternatively, your supplier, which can also be an affiliated company, can send you these documents electronically as XML messages. An automated invoice-verification process compares all supplier invoices with their corresponding purchase documents, if available.

You can also charge supplier invoice items to partner companies, and you can distribute additional costs, such as freight, among all other supplier invoice items.

When the supplier invoice is complete and correct, you post it. The supplier invoice is then used to pay your suppliers. If relevant, the system also creates new fixed assets automatically.

In the Work CenterSupplier InvoicingBusiness Value

Scenario Flow

Further InformationSee alsoSupplier Invoice Processing Using Evaluated Receipt Settlements


http://help.sap.com/saphelp_byd1405/en/ktp/Software-Components/01200615320100003379/WEKTRA_for_Work_Centers/SRM/Ess/ESS_PRO_SIVProcessingUsingERS.html




Scenario/Processes

Procure-to-Pay (Stock) Process Details: Processing Payables and Payments

Scenario Explorer

Process Description

In the Work CentersPayablesPayment ManagementLiquidity Management

Further Information


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Processing Payables and Payments - Processing Payments Automatically

Check and release a payment proposal

Approve a payment

Create a payment medium and send to bank or payee

Process a bank statement

Allocate a payment

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The Processing Payables and Payments business process enables the processing of outgoing payments initiated either internally by your company or externally by your suppliers.

Payments can be made manually or automatically via a payment run in which the system proposes the open items for payment. You then release the payments and the system posts them to accounting. You create the payment medium, either manually or as part of an automatic run. The standard work center provides checks, outgoing bank transfers, credit memos, as well as other country-specific payment methods. Once the payments have been debited from the bank account, the bank statement is entered in the system, in which it is uploaded electronically or entered manually, before being confirmed. If payments are initiated externally, the bank statement provides the notification that a payment has been made. The payments are matched in the system to the open invoices before being cleared.

Business Value

Scenario Flow

Further Information See alsoQuick Guide for Payment Allocation







http://help.sap.com/saphelp_byd1405/en/ktp/Software-Components/01200615320100003379/WEKTRA_for_Work_Centers/FIN/WoCV/PayAlloc/VQG_PayM_View_PaymentAllocation.html




Scenario/Processes


Scenario Explorer

Process Description



Performed byAccounts PayableAccountant

Further Information


Processing Externally-Initiated Payments of Credit Memos by Incoming Bank Transfer

Processing Externally-Initiated Payments of Credit Memos by Incoming Check

Processing Externally-Initiated Payments of Credit Memos by Incoming Check with Lockbox

Processing Externally-Initiated Payments of External Credit Memos by Bill of Exchange

Processing Payments Manually with Bills of Exchange

Processing Payments Manually with Open Item Clearing

Processing Payments with Petty Cash

Processing Payables and Payments with Accounts Maintenance - Standard

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Business Value

Scenario Flow

Further Information See alsoQuick Guide for Payment Clearing (Payables)

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Approve a payment



Allocate a payment

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http://help.sap.com/saphelp_byd1405/en/ktp/Software-Components/01200615320100003379/WEKTRA_for_Work_Centers/FIN/WoCV/PayClear1/VQG_AP_View_PaymentClearing.html

http://help.sap.com/saphelp_byd1405/en/ktp/Software-Components/01200615320100003379/WEKTRA_for_Work_Centers/FIN/WoCV/PayClear1/VQG_AP_View_PaymentClearing.html



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Scenario/Processes


Scenario Explorer

Process Description


Further Information



Approve a payment



Allocate a payment

i i i i i




Business Value

Scenario Flow


The accountant releases the payment that the manager may previously have approved. The system creates the payment medium in an automatic run or the accountant creates it manually. The system provides checks and outgoing bank transfers and the option of remittance advices. The accountant prints checks and sends them by mail to the payee. Bank transfers stored in a file are sent by the accountant to the bank or uploaded to the banking software.

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Scenario/Processes


Scenario Explorer

Process Description


Further Information



Approve a payment



Allocate a payment

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Click here to display process variantsThe system receives information about the processed payments in a bank statement, lockbox, or bank advice, and allocates them to the appropriate process or matches them against the payments created in the system. If allocation is not possible, the accountant has to process it manually in a system-generated task.

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Business Value

Scenario Flow


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SettleInitiate Procure

Send Purchase Order

Acknowledge Purchase Order

Source and Bundle

Receive / Verify Supplier Invoice

Pay Invoice Post to Ledger

Create Purchase Order

Initiate RFQ Processing

Procure-to-Pay (Stock)Business Value

Scenario Explorer

Overview

For midsized companies seeking greater sourcing effectiveness and procurement efficiency, this process provides complete transparency in order to keep customer commitments while balancing stock levels with demand.

You can grow profits by building an integrated, demand-driven supply chain.

SAP Business ByDesign helps efficiently manage the procure-to-pay process: From assigning the source of supply, procurement management, logistics through to matching shipments with invoices.

Automated sourcing and purchase order creation, which can be tailored to your business

Automated Invoice verification where user interaction is only for exception handling

Workload monitoring and reporting that drives process transparency supported by spend analytics

Alerts and exception handling for fast handling of non-standard requests

Integrated SAP Interactive Forms software (by Adobe®); collaboration support

Payments to suppliers are highly automated to achieve the highest possible payment discounts taking the current liquidity situation into consideration

Built-in analytics that enable the purchasing department to supervise the full supplier life cycle by monitoring the supplier base

Key Benefits

Fulfill

Receive Delivery

Manage Inventory

Business Value

Scenario/Processes

Scenario Flow

Further Information


Procure-to-Pay (Stock)Scenario Flow Variant: Procure-to-Pay (Stock)

Variants of the Scenario:

Procure-to-Pay (Stock)

Return to Supplier

Scenario Explorer

Planning Supply


Processing Purchase Request







• Processing Purchase Requests – Bundle and Order

• Processing Purchase Requests - Order

Supplier Delivery Notification

• Based on ASN with task control

• Based on ASN without task control

• Based on PO without task control

ProcessingSupplier Invoices

Using ERS

• Processing Payments Manually with Open Item Clearing

• Processing Payments with Petty Cash

Demand Planning

Make-to-Stock

Order-to-Cash(Sell-from -Stock)

Business Value

Scenario/Processes

Scenario Flow

Further Information

Legend & Variants

Work center in which process is performed

Business document flow

Process related to Financials

Related scenarios

Process mainly driven by the user

• Process variant1

• Process variant 2

Work Center

Supply Planning Supply Control

Supply Planning

Purchase Requests

and Orders

Sourcing and Contracting

Purchase Requests

and Orders

Inbound Logistics

Inbound Logistics

Supplier Invoicing

Payment Management

Supply ControlSupply

Planning


Procure-to-Pay (Stock)Scenario Flow Variant: Return to Supplier

Legend & Variants

Work center in which process is performed

Business document flow

Process related to Financials

Related scenarios

Variants of the Scenario:

Procure-to-Pay (Stock)

Return to SupplierProcess mainly driven by the user

• Process variant1

• Process variant 2

Scenario Explorer

Work Center

Supply Planning

Planning Supply

Supply ControlSupply Planning


Purchase Requests

and Orders

Processing Purchase Request

Sourcing and Contracting


Purchase Requests

and Orders


Inbound Logistics


Inbound Logistics


Supplier Invoicing


Payment Management


Supply ControlSupply

Planning

• Processing Purchase Requests – Bundle and Order

• Processing Purchase Requests - Order

Supplier Delivery Notification

• Based on ASN with task control

• Based on ASN without task control

• Based on PO without task control

ProcessingSupplier Invoices

Using ERS

• Processing Payments Manually with Open Item Clearing

• Processing Payments with Petty Cash

Quality Control

ProcessingInspections

Demand Planning

Make-to-Stock

Order-to-Cash(Sell-from -Stock)

Business Value

Scenario/Processes

Scenario Flow

Further Information


Procure-to-Pay (Stock)Further Information

Scenario Explorer

Scenario/Processes

ForumGet in touch with experts to discuss your specific requirements. To enter the community, click here.*

More DetailsSAP provides a complete product documentation, covering all aspects of the business scenario. For more details, click here.

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WIKIIn addition to the product documentation, SAP provides Wikis that describe additional aspects of SAP Business ByDesign. To access the WIKI, click here.*

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Further Information

Business Value

Scenario/Processes

Scenario Flow

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http://help.sap.com/byd-en/

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©© 2013 SAP AG. All rights reserved. Scenario/Processes Procure-to-Pay (Stock) Scenario Overview Processing Supplier Invoices Processing Requests for Quotation