Change SRM Shopping cart after it has been approved

[Former Member]

Hi,

We are trying to implement a online change order process where the requisitioner should be able to change/update a shopping cart after it has been approved and a PO has been generated.

Has anyone attempted to either create a custom transaction or alter current transaction to achieve this?

I am trying to do this in SRM 5.0

thanks

Venky

[Former Member]

Hi Venky,

We designed a change order process for one of our clients (SRM4.0 Classic Scenario) and used the following steps:

1. When a new Shopping Cart creation is initiated, based on user choice, enable users to choose an already ordered shopping cart to initiate the change order process. An already ordered shopping cart would be one which is fully approved and follow-on document(s) created.

2. Enable automatic copy of line items from an original shopping cart to the change order shopping cart. (We created a custom Trx (Change Order) to pull up a report of all shopping carts created by the requester/submitter which have been already ordered.) Once an already ordered shopping cart has been selected for a change order process, the system created a new shopping cart using FM BBP_PD_SC_CREATE in the held status of the check status Trx of the Requester and Submiter. This ensure that the Change Order shopping cart goes through an approval for the entire Dollar amount. Also we ensured that there were no changes to the original line items to simplify the process.

if the quantity would need to be updated, the same line item would be copied and the qty would be updated. If the no. of items is needed to be updated, again the line item would need to be copied. This simplifies the update process for the Buyer.

3. Create custom fields on the shopping cart line items that will capture change order specific information. (eg: already Ordered, Old S/C number etc...according to your specific business need)

4. Enable checks to make sure the change order Shopping Cart does not include any changes to the already ordered line items. (If required, again specific to client's business requirements)

<u><b>Follow-on Document</b></u>

5. Enable new Purchase Requisition creation in R/3 with information related to change order. (i.e. the Buyer text will contain information to add the delta line items to the old Purchase requsition. The already ordered line items in the purchase requsition will be marked for deletion in the transfer).

6.) The Buyer realises that this is a change order request which has gone through the appropriate Delegation of Authority in SRM and updates the Original PR/PO.

Hope thi information helps !

Pls assign points for usefull answers !

Sundeep