Primary Drivers for the efforts

Functional Drivers
SRM Business Scenarios Implemented
Self-Service Procurement
Service Procurement
Strategic Sourcing with Bid Invitations
Strategic Sourcing with Live Auctions
Plan Driven Procurement
Supplier Self-Services
Catalog Management
Current version of SRM (if 4.0 or lower)

Number of Scenarios

Appropriate attention needs to be paid to the Vendor Structure and the migration
Technical Drivers
Number of BADIs Implemented
Number of Z* / Y*Objects
Number of ITS Screens
Obsolete functional modules/objects/syntax in use

Number of Scenarios

Effort

Effort

OPERATIONAL PROCUREMENT
QUESTIONS
General
Which Technical EBP scenario is being used? (Classic, ExtClass, Local)
Do you procure indirect materials and services using this system?
Do you procure direct materials using this system?
How many users access the system?
What languages are used in your implementation?
What browser is used in your organization?
Technical Scenario
Do you use SAP MM for purchasing transaction? (Or another ERP backend?)
Is SRM used for requisitioning only?
Do you use SRM for strategic sourcing, PO management?
Do you use PO versioning and PO workflow?
Do you use supplier enablement?
Do you procure services with SRM?
Is PCARD transactions enabled?
Organization
Have you replicated the Org from SAP-HR?
Is SAP-HR your primary HR system?
Do you have a typical "reports-to" structure?
Catalog Procurement
Do you use punchout catalogs? (With which vendors?)
Do you employ internal catalogs (if so, how many suppliers do you expect?)
How many items are be in your internal catalogs?
Who manages catalog data?
Is a hosted catalog solution employed?
Master Data
Do you use material masters? (For Indirect?)
Do you use service masters?
Do you maintain vendor masters? (Do you use Partner functions?)
Do you use UNSPSC?
How many active vendors do you have ?
Do you have Vendor lists currently?
Shopping Cart
Are free-text items be required/allowed?
Are services procured?
Is temp laborprocured?
Is it possible to default cost centers by user?
Is it possible to maintain GL Accounts to Product Categories?
Is it possible to default buyers (purchasing groups) based on the user and commodity?
Do users have default shipping addresses?
Do you use delivery schedules in your purchasing process?
Workflow / Approval
Do you use workflow approvals of shopping carts?
Do you use workflow approvals for purchase orders and contracts?
Do you use workflow approval of confirmations?
Do you use workflow approval of invoices?
How many levels of approval are you using?
Does your workflow vary based on the category of spend?
Do you use the Reviewers Functionality of the shopping cart?
Do you use approvals driven by the type of product being purchased?
Sourcing / Purchase Order
Do you currently have approved vendor lists? (are they organized by product category?)
Does sourcing currently look at every request?
Do you have an auto-PO process?
Do you typically attach long terms and conditions to Pos?
Do you have a corporate look and feel of your Pos?
Do you allow PO changes?
Do you use PO acknoweldgement?
Do you have any industry-specific field requirements for your Pos?
Goods Receipt
Who does goods receipts? Central? Desktop?
How do you determine when an item must be received and when it must not?

ANSWERS

Do you receive services?

Do you have any "negative-confirmation" processes?
Do you manage inventory? (If so, what is the system?)
Do you do goods returns?
Invoice Receipt
Who enters invoices? (into what system?)
Do you have any electronic invoices?
Do you employ ERS with any suppliers?
Do you use PCARDS? (With which card companies?)
If so, do you use the card company's website for reconcilliation?

STRATEGIC SOURCING
QUESTIONS
General
How many users use the strategic sourcing functionality?
Do you intend on hosting a supplier portal for your suppliers to provide bids?
Will you be using SRM-Operational Procurement?
If not, where will the need for an RFx come from?
Do you use RFx and LAC?
Sourcing / RFx
Do you plan on sending requirements to the sourcing hub for use in an RFx?
How many suppliers will take part in the Rfx process?
Name some commodities or examples of RFx opportunities.
Do you have specific announcement requirements similar to those of the public sector?
Do you currently use an RFx Tool,or is this a new process?
How do you currently negotiate contracts and or new purchases?
What criteria including price, are important to you in determining the winner of an RFx?
Do you typically have legal-type documentation required in the RFx process?
Will you create a PO or contract as the result of a winning bid?
Do you weight certain criteria over other, depending on the commodity/RFx?
Contract Management
Do you manage contracts currently?
Do you foresee using SRM for contract management?
Do you manage contacts globally?
What is the average term length of your contracts?
Do you contracts always reflect favorable terms and prices?
Do your suppliers collaborate on your contracts?
Do you have an issue with contract compliance?
Do you transmit your contracts to the suppliers currently?
Do you maintain contracts in a backend ERP system?
Do you foresee sharing contract spend in SRM and in ERP?
What are your contract reporting requirements?
Live Auction Cockpit
Do you use reverse auctions currently? (if so, what solution)
Do you use forward auctions currently?
How many vendors do you foresee participating in the reverse auction?
What reporting requirements do you have for reverse auctions?

ANSWERS

SUPPLIER ENABLEMENT
QUESTIONS

ANSWERS

General
How many of your suppliers are involved into SUS?
Do you want to involve only small supplier in the SUS process or medium sized?
Will you host a supplier portal for suppliers to access? (Discuss the technical requirements)
What is the typicall PO volume going to these suppliers?
Would you consider using a public exchange to send documents to you suppliers?
Do you intend on using another EAI tool other than XI for SUS communication?
How is the Buyer-Supplier relationship managed today? By whom?
Order Collaboration
Do you foresee enabing the entire supplier enablement process (PO, POR, ASN, INV)?
What kind of messaging do you prefer for your order process with your supplier?
Do you want to use SUS for performing Services or Material goods or both?
Based on the technical scenario (EBP), how will SUS be connected? (SUS-MM, SUS-EBP?)
Would you allow your suppliers to enter goods/service confirmations?
Direct Materials Collaboration
Do you plan to display inventory data to your suppliers?
Do you plan to view your suppliers inventory data?
How often will you communicate your inventory data to ICH?
Will your auppliers adopt a web-based tool to receive and view direct goods orders?
Catalog Management
Will your suppliers to upload their own data to the catalog if given a tool?
How many products on average do you foresee the suppliers managing?
cFolders
Do you currently collaborate with you suppliers? (If so, give examples).
Do you have security policies that may prevent you from hosting a solution in the DMZ?
How many suppliers users will you collaborate with?
Describe a process where you would collaborate with you suppliers.
Supplier Self-Registration
How do you select and qualify new suppliers?

1. Developments
Operational Procurement
S.No

Custom field
1
2
3
4
5
6
7
8
9
10

strategic Sourcing
S.No

Custom field
1
2
3
4
5
6
7
8
9
10

Supplier Enablement
S.No

Custom field
1
2
3
4
5
6
7
8
9
10

2.New Functions
Will you like to use the following new features of SRM 7.0 , not yet used by your company?
S.No
Features
1 configurable line item Numbering
2 contract mass update
New Sourcing Enhancements , 1. transfering Pur Req and
RFQ request from ERP to SRM 2. Creating Pur orders and
3 contracts from SRM in ERP
4 Services Procurement with Service Hierarchies
5 would you be uploading Service hierarcies to MDM
Will you be sending Hierarchies from ERP to SUS system
6 so that vendor could send documents involving Hierarchies
7 Replicating Contracts from SRM to several ERP systems
8 Caculate pricing and Update release values
will you like to harmonize Global Outline Agreement and
9 contract
Will you like vendor to access SRM MDM catalog from SUS
10 to add items for Limit Purchase orders sent to him
Willyou be using Harmonized purchaser's role and search
functions where a purchaser can search and act on
workitems and documents from various systems at one
11 place
would you like to use the process controlled workflows for
12 some business objects?
1. Shop cart
2. Purchase order
3. confirmation
4.Invoice
5.contract
13 will you like to use team purchasing Functionalities ?
will you like to use the text transfer enhanced functionality
where you could map diff kinds of texts in ERP to diff level
14 of texts in SRM

List of Present Developments

Custom application

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SRM 7 Addresses?
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Efforts