Академический Документы
Профессиональный Документы
Культура Документы
Overview
Progress tracking functionality in SAP is used to track all purchasing activities related to purchase
order in materials management and network components in project systems. This document
explains how the progress tracking will be carried out for purchase order.
Business need
Application
Purchase order
Project system Network
Advantages
Key terminologies:
Event:
Event is termed as a unique activity in the continuous process. For example in the procurement
process creating a Purchase order, sending PO to vendor, receiving acknowledgement, doing goods
receipts are called as an event.
Event scenario:
Collection of sequence of events for a process
Progress tracking profile:
Progress tracking profile is the high level object definition. For example, Material purchase
tracking, service tracking, network tracking in case of project system
Progress tracking can be completed in the following two ways,
Progress tracking
Progress Evaluation
Progress Tracking:
Transaction code: EXPD
In this scenario, the following events are considered for Purchase order tracking,
PO Sends to Vendor
Vendor Acknowledgement
Received material
Vendor Paid
PO number 4500022767 is created with confirmation control key for acknowledgement. Upon PO
approval, the order has been sent to Vendor.
Transaction code for Progress tracking is “EXPD” in Purchasing. On the initial screen, profile and
selection criteria needs to be entered. The profile is populated based on configuration setting. To
track any PO, one needs to be input the Purchasing document selection (either PO number or
Vendor, ect)
This is the mandatory selection. In addition to the above, progress tracking parameters such as
scenario, priority or event can be given as a selection criteria. The list of events are populated
based on configuration setting.
Once the above transaction executed, the following screen will appear and from here further
navigation is possible. The underlined parameters can be explored further. For example, PO can
be displayed or changed from the overview, items can also be displayed from here. To track the
purchase order, the complete line item shall be selected along with “change” or “display” icon.
The following screen will appear upon selection of the Purchase order. Here, there are two
sections,
– Schedule lines/Items
– Events
Schedule lines overview contains purchase order number, name of the scenario, item details,
Event overview. Screen layout shall be changed as per business requirement. In this section, there
are additional functionalities which includes, status note, sub items, date mass change, send
message to requester. In addition, scenario mass change functionality also available. With this,
scenario shall be switched from one to another.
Based on configuration settings, the events assigned to the scenario shall be displayed on the
below screen. Here, all the dates fields corresponds to each event, variance, priority, ranking of
events are displayed. In addition, event scenario, schedule, copy dates and refresh facilities are
possible. Each activity is assigned to particular icon.
In continue with the Purchasing, subsequently vendor has sent order acknowledgement against the
Purchase order.
Similarly, the same purchase order is modified with additional line items. Here, all the events not
inline with the plan dates. Hence, you could see the variance in red mark. The following
screenshot illustrates receipt of vendor acknowledgement, goods receipt and invoice verification.
To track the progress, second line item needs to be selected along with “change” button.
Progress evaluation shows both the line items of the same purchase order with variance.
The status information of the purchase order shall be displayed by selecting status note icon in
schedule line portion. With the help of BADI the status note can be automatically updated.
Configuration Overview:
BAdI:
Menu Path:
IMG–>Materials Management–>Purchasing–>Purchase order–>Progress Tracking–> BAdI: Display
Progress Tracking Data in Purchase Order
There are standard BAdis available to populate all the relevant field values, status, priorities
automatically.
Conclusion
With the above process and customization steps, SAP Materials management consultants would
understand the progress tracking in purchasing. Any suggestion towards improvement of this
document is always welcome.