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Supplier Evaluation and Performance Monitoring (SL4_SG) PUBLIC

Purpose © 2018 SAP SE or an SAP affiliate company. All rights reserved. 1


Test Script PUBLIC
SAP S/4HANA - 28-08-18

Supplier Evaluation and Performance Monitoring


(SL4_SG)

Table of Contents

1 Purpose 3

2 Prerequisites 4
2.1 System Access 4
2.2 Roles 4
2.3 Master Data, Organizational Data, and Other Data 5
2.4 Business Conditions 5
2.5 Preliminary Step 6

3 Overview Table 7

4 Test Procedures 9
4.1 Operational Supplier Evaluation 9
4.1.1 Create Supplier Evaluation Weighting and Scoring 9
4.1.2 Display Supplier Evaluation by Quantity 12
4.1.3 Display Supplier Evaluation by Price 13
4.1.4 Display Supplier Evaluation by Time 14
4.1.5 Display Supplier Evaluation by Quality Notification 15
4.1.6 Display Supplier Evaluation by Quality Inspection Lot 15
4.1.7 Display Supplier Evaluation by Operational Supplier Evaluation 16
4.1.8 Adjust Supplier Evaluation Scores Manually 17
4.2 Supplier Evaluation by Questionnaire 18
4.2.1 Create Sections and Questions in Question Library 18
4.2.2 Create Evaluation Questionnaire 19
4.2.3 Create group-based Evaluation Template 21
4.2.4 Start group-based Evaluation 22
4.2.5 Maintain Evaluation Response as Appraiser 23
4.2.6 Display Scorecards 24
4.2.7 Monitor Response 26
4.2.8 Display Supplier Evaluation by Questionnaire 27
4.2.9 Display Overall Supplier Evaluation Score 28

5 Appendix 30
5.1 Process Integration 30
5.1.1 No Succeeding Processes 30

Supplier Evaluation and Performance Monitoring (SL4_SG) PUBLIC


Purpose © 2018 SAP SE or an SAP affiliate company. All rights reserved. 2
1 Purpose

You can evaluate your company’s suppliers to obtain a basis for your business relationship with them and to optimize your supply base. Based on the feedback you gather through question-
naires, you obtain a scorecard for each supplier evaluated. The scorecard helps you to assess a supplier’s strengths and shortcomings and to initiate measures for improvement. Evaluation
scorecards also enable you to easily compare suppliers within a peer group.
Ultimately, a combined real-time view across operational and questionnaire-based scores provides a holistic view of your supplier’s performance. This scope item provides two different use cases
for the category manager:
Evaluate supplier performance, and analyze KPIs based on the evaluation.
This document provides a detailed procedure for testing this scope item after solution activation, reflecting the predefined scope of the solution. Each process step, report, or item is covered in
its own section, providing the system interactions (test steps) in a table view. Steps that are not in scope of the process but are needed for testing are marked accordingly. Project-specific steps
must be added.

Supplier Evaluation and Performance Monitoring (SL4_SG) PUBLIC


Purpose © 2018 SAP SE or an SAP affiliate company. All rights reserved. 3
2 Prerequisites

This section summarizes all prerequisites to conducting the test in terms of systems, users, master data, organizational data, and other test data and business conditions.

2.1 System Access

System Details

System Accessible via SAP Fiori launchpad. Your system administrator provides you with the URL to access the various apps assigned to your role.

2.2 Roles
Assign the following business roles to your individual test users.
Note The following roles are provided as example roles from SAP. You can use these as templates for your own roles.

Business Role Name Business Role ID As Delivered by SAP Log On

Buyer SAP_BR_BUYER
Add additional role /SRMSMC/QUESTIONNAIRE_MANAGER and /SRMSMC/CATEGORY_MANAGER in the backend system for S/4HANA only

Employee_Procurement SAP_BR_EMPLOYEE_PROCUREMENT
Add additional role /SRMSMC/EVALUATION_APRRAISER in the backend system for S/4HANA only

Purchaser SAP_BR_PURCHASER

The user must be an employee user as there are sending/receiving email scenarios.
For more information about business roles, refer to Assigning business roles to a user in the Administration Guide to Implementation of SAP S/4HANA with SAP Best Practices .

Supplier Evaluation and Performance Monitoring (SL4_SG) PUBLIC


Prerequisites © 2018 SAP SE or an SAP affiliate company. All rights reserved. 4
2.3 Master Data, Organizational Data, and Other Data
The organizational structure and master data of your company has been created in your system during activation. The organizational structure reflects the structure of your company. The
master data represents materials, customers, and suppliers, for example, depending on the operational focus of your company.
Use your own master data to go through the test procedure.

Data Sample Value Details Comments

Supplier 61300001

For more information on creating needed master data objects, see the following Master Data Scripts (MDS):

Master Data Script ID Description


BNE Create Supplier Master

2.4 Business Conditions


Before this test script can be tested, the following business conditions must be met.

Scope Item ID Business Condition


1FM - Quality Management in Procurement Start with the Quality Management in Procurement process and then you can display supplier evaluation by quality inspection lot.
(Optional)

2F9 - Quality Management for Complaints Start with the Quality Management for Complaints Against Suppliers process , create the quality notification, then you can display sup-
Against Suppliers (Optional) plier evaluation by quality notification.

19E - Supplier Classification and Segmentation Start with the Supplier Classification and Segmentation, create the Purchasing Categories, then add new weighting and scoring for the
(Optional) purchasing categories in Create Supplier Evaluation Weighting and Scoring.

Supplier Evaluation and Performance Monitoring (SL4_SG) PUBLIC


Prerequisites © 2018 SAP SE or an SAP affiliate company. All rights reserved. 5
2.5 Preliminary Step

Use

In this procedure, you create the question library which is required for creating questions and sections.

Procedure

1. Access the activity using the following navigation option:

SAP IMG Path Materials Management > Purchasing > Supplier and Category Management > Supplier Evaluation > Basic Settings for Supplier Evaluation > Create Question Library
for Supplier Evaluation

Transaction SPRO
Code

2. Specify the language that you want to use as the original language for all questions. Note that this can’t be changed once the question library has been created.
3. Choose Execute.

Supplier Evaluation and Performance Monitoring (SL4_SG) PUBLIC


Prerequisites © 2018 SAP SE or an SAP affiliate company. All rights reserved. 6
3 Overview Table

The Group-Based Evaluation test script consists of several process steps provided in the following table.

Process Step Business Role Transaction/ App Name Expected Results


Operational Supplier Evaluation [page ] 9

Create Supplier Evaluation Weighting and Scoring Buyer Supplier Evaluation Weighting and The Supplier Evaluation Weighting and Scoring is created.
[page ] 9 Scoring

Display Supplier Evaluation by Quantity [page ] 12 Buyer Supplier Evaluation by Quantity The Supplier Evaluation scores are displayed by Quantity.

Display Supplier Evaluation by Price [page ] 13 Buyer Supplier Evaluation by Price The Supplier Evaluation scores are displayed by Price.

Display Supplier Evaluation by Time [page ] 14 Buyer Supplier Evaluation by Time The Supplier Evaluation scores are displayed by Time.

Display Supplier Evaluation by Quality Notification Buyer Supplier Evaluation by Quality – Qual- The Supplier Evaluation scores are displayed by Quality Notifica-
[page ] 15 ity Notification tion.

Display Supplier Evaluation by Quality Inspection Lot Buyer Supplier Evaluation by Quality – In- The Supplier Evaluation scores are displayed by Quality Inspection
[page ] 15 spection Lot Lot.

Display Supplier Evaluation by Operational Supplier Buyer Operational Supplier Evaluation The operational supplier evaluation scores are displayed.
Evaluation [page ] 16

Adjust Supplier Evaluation Scores Manually [page ] Purchaser Adjust Operational Supplier Evalua- The evaluation scores are adjusted manually.
17 tion Score

Supplier Evaluation by Questionnaire [page ] 18

Create Sections and Questions in Question Library Buyer Manage Questions - Evaluation Sections and questions in question library is created.
[page ] 18

Create Evaluation Questionnaire [page ] 19 Buyer Manage Questionnaire - Evaluation A new questionnaire is created.

Create group-based Evaluation Template [page ] 21 Buyer Manage Templates - Evaluation The group-based evaluation template is created.

Start group-based Evaluation [page ] 22 Buyer Manage Templates - Evaluation The group-based evaluation is started.

Maintain Evaluation Response as Appraiser [page ] Employee_Procure- Evaluate Suppliers The Evaluation response is created.
23 ment

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Overview Table © 2018 SAP SE or an SAP affiliate company. All rights reserved. 7
Process Step Business Role Transaction/ App Name Expected Results
Display Scorecards [page ] 24 Buyer Display Scorecards - Evaluation Ques- The group-based evaluation is completed.
tionaires

Monitor Response [page ] 26 Buyer 'Monitor Responses - Evaluation 'The evaluation response is displayed.

Display Supplier Evaluation by Questionnaire [page Buyer Supplier Evaluation by Questionnaire The scores are displayed in Supplier Evaluation by Questionnaire
] 27 app.

Display Overall Supplier Evaluation Score [page ] 28 Buyer Overall Supplier Evaluation – Score The overall supplier evaluation scores across operational and ques-
tionnaire score are displayed.

Supplier Evaluation and Performance Monitoring (SL4_SG) PUBLIC


Overview Table © 2018 SAP SE or an SAP affiliate company. All rights reserved. 8
4 Test Procedures

This section describes test procedures for each process step that belongs to this scope item.

4.1 Operational Supplier Evaluation

4.1.1 Create Supplier Evaluation Weighting and Scoring

Use

In this activity, you create supplier evaluation weighting and scoring.

Procedure

Test Test Step Name Instruction Expected Result Pass / Fail / Comment
Step #
1 Log on Log onto the SAP Fiori launchpad as a Buyer. The SAP Fiori launchpad is displayed.

2 Access the SAP Fiori App Open Supplier Evaluation Weighting and Scoring. The Supplier Evaluation Weighting and
Scoring screen is displayed.

3 Create new weighting and Choose Add to add new weighting and scoring for a specific purchas- All data is entered and saved. All data is entered and
scoring ing category. No error or warning messages come up. saved.
In the GENERAL INFORMATION section, enter the following infor- No error or warning mes-
mation: sages come up.
Purchasing Category: <select a purchasing category
from the dropdown list.
In the CRITERION section, check all the check box in the column Ac-
tive, then enter the weighting value below:
Supplier Evaluation and Performance Monitoring (SL4_SG) PUBLIC
Test Procedures © 2018 SAP SE or an SAP affiliate company. All rights reserved. 9
Test Test Step Name Instruction Expected Result Pass / Fail / Comment
Step #
Inspection Lot: <For example, 10%>
Quantity:<For example, 20%>
Time: <For example, 20%>
Price: <For example, 20%>
Questionnaire: <For example, 20%>
Quality Notification: <For example, 10%>
Select the field Quantity, in the new screen Criterion, select Add, then
enter below data,
Variance Percentage: <For example, 0>
Variance Score: <For example, 100>
Choose Apply and save the data. Multiple entries can be entered by
this way.
Select field Time, in the new screen Criterion, select Add, then enter
below data,
Variance Time in Days: <For example, 3>
Variance Score:<For example, 90>
Choose Apply and save the data. Multiple entries can be entered by
this way.
Select field Price, in the new screen Criterion, select Add, then enter
below data,
Variance Percentage: <For example, 2>
Variance Score: <For example, 95>
Choose Apply and save the data. Multiple entries can be entered by
this way.
Select field Quality Notification, in the new screen Criterion, select
Add, then enter below data,
Notification Count: <For example, 5>
Variance Score: <For example, 90>
Choose Apply and save the data. Multiple entries can be entered by
this way.

Supplier Evaluation and Performance Monitoring (SL4_SG) PUBLIC


Test Procedures © 2018 SAP SE or an SAP affiliate company. All rights reserved. 10
Test Test Step Name Instruction Expected Result Pass / Fail / Comment
Step #
Save the entries.

4 Adjust Weighting Factor Select Adjust Weighting Factor. The Adjust Weighting Factor screen is dis-
Adjust the value of Weighting Factor. played.

Save the data. Data is adjusted and saved.


No error or warning messages come up.

5 Maintain Classification Select Classification to maintain the classification data. The Classification screen is displayed.
In the tab Score, enter below data, All data is entered and saved.
A: <For example, from 80 To 100> No error or warning messages displayed.
B:<For example, from 60 To 79>
C:<For example, from 1 To 59>
Save the entries.

6 Adjust Quantity Scoring Select the entry Quantity. The Criterion Screen is displayed.
data Choose the field Quantity. Data is adjusted and saved.
Choose Edit. No error or warning messages displayed.
Adjust the value of the Variance Percentage and Variance Score if
necessary.
Save the data.

7 Adjust Time Scoring data Select the entry Time. The Criterion Screen is displayed.
Choose the field Time. Data is adjusted and saved.
Choose Edit. No error or warning messages displayed.
Adjust the value of the Variance Percentage and Variance Score if
necessary.
Save the data.

8 Adjust Price Scoring data Select the entry Price. The Criterion Screen is displayed.
Choose the field Price. Data is adjusted and saved.
Choose Edit. No error or warning messages displayed.
Adjust the value of the Variance Percentage and Variance Score if
necessary.

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Test Procedures © 2018 SAP SE or an SAP affiliate company. All rights reserved. 11
Test Test Step Name Instruction Expected Result Pass / Fail / Comment
Step #
Save the data.

9 Adjust Quality Notification Select the entry Quality Notification. The Criterion Screen is displayed.
Scoring data Choose the field Quality Notification. Data is adjusted and saved.
Choose Edit. No error or warning messages displayed.
Adjust the value of the Variance Percentage and Variance Score if
necessary.
Save the data.

The scoring data for inspection lot and questionnaire are calculated automatically, therefore it is not adjustable.

4.1.2 Display Supplier Evaluation by Quantity

Use

In this activity the evaluation scores are displayed in the Supplier Evaluation by Quantity KPI (Key Performance Indicators).

Procedure

Test Test Step Name Instruction Expected Result Pass / Fail /


Step # Comment
1 Log on Log onto the SAP Fiori launchpad as a Buyer. The SAP Fiori launchpad is displayed.

2 Access the SAP Fiori App Open Supplier Evaluation by Quantity app. The supplier evaluation by quantity screen is displayed.
The variance score and variance % for all suppliers that have correspond-
ing evaluation score are displayed.

3 Check the score by differ- Select a dimension from the dropdown list, for ex- The variance score and variance % for all purchasing groups that have cor-
ent dimensions ample, by Purchasing Group. responding evaluation score are displayed.

Supplier Evaluation and Performance Monitoring (SL4_SG) PUBLIC


Test Procedures © 2018 SAP SE or an SAP affiliate company. All rights reserved. 12
Test Test Step Name Instruction Expected Result Pass / Fail /
Step # Comment
4 Check the score by docu- Select Document from the dropdown list. The supplier evaluation by document screen is displayed.
ment

Result

The scores are displayed in Supplier Evaluation by Quantity app.

4.1.3 Display Supplier Evaluation by Price

Use

In this activity the evaluation scores are displayed in the Supplier Evaluation by Price KPI (Key Performance Indicators).

Procedure

Test Test Step Name Instruction Expected Result Pass / Fail /


Step # Comment
1 Log on Log onto the SAP Fiori launchpad as a Buyer. The SAP Fiori launchpad is displayed.

2 Access the SAP Fiori App Open Supplier Evaluation by Price. The variance score and variance % for all suppliers that have corresponding
evaluation score are displayed.

4 Check the score by differ- Select a dimension from the dropdown list, for exam- The variance score and variance % for all purchasing organizations that
ent dimensions ple, by Purchasing Organization. have corresponding evaluation score are displayed.

Supplier Evaluation and Performance Monitoring (SL4_SG) PUBLIC


Test Procedures © 2018 SAP SE or an SAP affiliate company. All rights reserved. 13
Result

The scores are displayed in Supplier Evaluation by Price app.

4.1.4 Display Supplier Evaluation by Time

Use

In this activity the evaluation scores are displayed in the Supplier Evaluation by Time KPI (Key Performance Indicators).

Procedure

Test Test Step Name Instruction Expected Result Pass / Fail /


Step # Comment

1 Log on Log onto the SAP Fiori launchpad as a The SAP Fiori launchpad is displayed.
Buyer.

2 Access the SAP Fiori Open Supplier Evaluation by Time. The Stat. Delivery Score, Stat. Delivery %, Delivery Date % and Delivery Date Score for
App all suppliers that have corresponding evaluation score are displayed.

3 Check the score by dif- Select a dimension from the dropdown list, The Stat. Delivery Score, Stat. Delivery %, Delivery Date % and Delivery Date Score for
ferent dimensions for example, by Material Group. all material groups that have corresponding evaluation score are displayed.

Result

The scores are displayed in Supplier Evaluation by Time app.

Supplier Evaluation and Performance Monitoring (SL4_SG) PUBLIC


Test Procedures © 2018 SAP SE or an SAP affiliate company. All rights reserved. 14
4.1.5 Display Supplier Evaluation by Quality Notification

Use

In this activity the evaluation scores are displayed in the Supplier Evaluation by Quality Notification KPI (Key Performance Indicators).

Procedure

Test Test Step Name Instruction Expected Result Pass / Fail /


Step # Comment
1 Log on Log onto the SAP Fiori launchpad as a Buyer. The SAP Fiori launchpad is displayed.

2 Access the SAP Fiori App Open Supplier Evaluation by Quality – Qual- The quality notification count and variance score for all suppliers that have cor-
ity Notification. responding evaluation score are displayed.

3 Check the score by differ- Select a dimension from the dropdown list, The quality notification count and variance score for all plants that have corre-
ent dimensions for example, by Plant. sponding evaluation score are displayed.

Result

The scores are displayed in Supplier Evaluation by Quality - Quality Notification app.

4.1.6 Display Supplier Evaluation by Quality Inspection Lot

Use

In this activity the evaluation scores are displayed in the Supplier Evaluation by Quality Inspection Lot KPI (Key Performance Indicators).

Supplier Evaluation and Performance Monitoring (SL4_SG) PUBLIC


Test Procedures © 2018 SAP SE or an SAP affiliate company. All rights reserved. 15
Procedure

Test Step Test Step Name Instruction Expected Result Pass / Fail /
# Comment
1 Log on Log onto the SAP Fiori launchpad as a Buyer. The SAP Fiori launchpad is displayed.

2 Access the SAP Fiori App Open Supplier Evaluation by Quality – Inspection The variance score for all suppliers that have corresponding evalua-
Lot. tion score are displayed.

3 Check the score by different Select a dimension from the dropdown list, for ex- All the documents with variance score are listed.
dimensions ample, Document.

Result

The scores are displayed in Supplier Evaluation by Quality - Inspection Lot app.

4.1.7 Display Supplier Evaluation by Operational Supplier Evaluation

Use

In this activity the operational supplier evaluation scores are displayed.

Procedure

Test Test Step Name Instruction Expected Result Pass / Fail /


Step # Comment
1 Log on Log onto the SAP Fiori launchpad The SAP Fiori launchpad is displayed.
as a Buyer.

Supplier Evaluation and Performance Monitoring (SL4_SG) PUBLIC


Test Procedures © 2018 SAP SE or an SAP affiliate company. All rights reserved. 16
Test Test Step Name Instruction Expected Result Pass / Fail /
Step # Comment
2 Access the SAP Fiori App Open Operational Supplier Evalu- The operational score, price variance score, time variance score, quantity var, score, inspection
ation . lot score and notification score for all suppliers that have corresponding evaluation score are dis-
played.

3 Check the score by differ- Select a dimension from the The operational score, price variance score, time variance score, quantity var, score, inspection
ent dimensions dropdown list, for example, Trend lot score and notification score trends are displayed.

4 Open up the mini tiles in Choose Show Mini Charts on the You can navigate from operational supplier evaluation score KPI to another KPI (for example,
the KPI header section top right screen. supplier evaluation by time).

Result

The scores are displayed in Operational Supplier Evaluation app.

4.1.8 Adjust Supplier Evaluation Scores Manually

Use

In this activity, the evaluation scores are adjusted manually.

Procedure

Test Step Test Step Name Instruction Expected Result Pass / Fail / Com-
# ment
1 Log on Log onto the SAP Fiori launchpad as a PUR- The SAP Fiori launchpad is displayed.
CHASER.

2 Access the SAP Fiori App Open Adjust Operational Supplier Evaluation The adjust operational supplier evaluation score screen is dis-
Score. played.

Supplier Evaluation and Performance Monitoring (SL4_SG) PUBLIC


Test Procedures © 2018 SAP SE or an SAP affiliate company. All rights reserved. 17
Test Step Test Step Name Instruction Expected Result Pass / Fail / Com-
# ment
3 Update score for purchase or- Select an entry and choose Edit. The update score for purchase order/item xxx/xxx screen is dis-
der/item Enter the new value. played.

Enter the comments if necessary. The new value is saved and no error message.

Choose OK to save the changes.

Result

The scores are updated in Supplier Evaluation by Adjust Operational Supplier Evaluation Score app.

4.2 Supplier Evaluation by Questionnaire

4.2.1 Create Sections and Questions in Question Library

Use

In this activity, you create sections and questions in the question library.

Procedure

Test Test Step Name Instruction Expected Result Pass / Fail /


Step # Comment
1 Log on Log onto the SAP Fiori launchpad as a Buyer. The SAP Fiori launchpad is displayed.

2 Access the SAP Fi- Open Manage Questions - Evaluation. The question library of evaluation is displayed to maintain
ori App sections and questions.

Supplier Evaluation and Performance Monitoring (SL4_SG) PUBLIC


Test Procedures © 2018 SAP SE or an SAP affiliate company. All rights reserved. 18
Test Test Step Name Instruction Expected Result Pass / Fail /
Step # Comment
3 Create several Sec- Go to the tab Sections. All data is entered.
tions Select New to create several sections. No error or warning messages come up.
Enter the Section Details (at least the mandatory fields).
Save the entries.

4 Create several Go to the tab Questions. All data is entered.


Questions Select New to create several questions. Create at least one question No error or warning messages come up.
for each question type.
Enter the Question Details. Ensure that some questions allow attach-
ments and/or comments.
Choose Save.

Result

Sections and questions in question library are created.

4.2.2 Create Evaluation Questionnaire

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Date Enter a test date.

Business Role(s)

Responsibility <State the Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.

Supplier Evaluation and Performance Monitoring (SL4_SG) PUBLIC


Test Procedures © 2018 SAP SE or an SAP affiliate company. All rights reserved. 19
Use

In this activity an evaluation questionnaire is created.

Procedure

Test Test Step Name Instruction Expected Result Pass / Fail /


Step # Comment

1 Log on Log onto the SAP Fiori launchpad as a Buyer. The SAP Fiori launchpad is displayed.

2 Access the SAP Fi- Open Manage Questionnaires - Evaluation app. The Manage Questionnaire is dis-
ori App played.

3 Create new ques- Select Create. Create New Questionnaire screen is


tionnaire Maintain new questionnaire by entering at least a questionnaire name, external name, sec- opened in a new window.
tions and questions. All data is entered.
Assign purchasing categories by choosing one of purchasing category from the dropdown list, A questionnaire with all types of ques-
then choose Add. Several purchasing categories can be assigned. tions is created.
Search for your previously created sections and questions. No error or warning messages come
Add questions of all types. Mark some questions as mandatory. For questions of type Yes/No, up.
mark some of them as disqualifying and enter weighting factors.
For questions of type Single Answer, maintain the scores and weighting factors.
Enter an Overall Target Score and an Overall Minimum Score.
Save the entries.

4 Release evaluation Select Release. The previously created questionnaire is


questionnaire released.

Result

A new questionnaire is created and released. .

Supplier Evaluation and Performance Monitoring (SL4_SG) PUBLIC


Test Procedures © 2018 SAP SE or an SAP affiliate company. All rights reserved. 20
4.2.3 Create group-based Evaluation Template

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Date Enter a test date.

Business Role(s)

Responsibility <State the Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.

Use

In this activity, you create an evaluation template.


To add an appraiser, the employee must be an employee user, please refer to the sections in the Administration Guide for the Implementation of SAP Best Practices for SAP S/4HANA.
Admin Guide: Creating approvers

Procedure

Test Test Step Name Instruction Expected Result Pass / Fail /


Step # Comment

1 Log on Log onto the SAP Fiori launchpad as a Buyer. The SAP Fiori launchpad is dis-
played.

2 Access the SAP Fiori Open Manage Templates - Evaluation app. The Manage Templates app is
App displayed.

3 Maintain new group- Choose Create button. Maintain the new group-based evaluation template by entering at least a name, an The group-based evaluation
based evaluation external name, an appraiser (for example: employee_procurement) and a supplier and by assigning templated is created.
template your previously created evaluation questionnaire.

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Test Procedures © 2018 SAP SE or an SAP affiliate company. All rights reserved. 21
Test Test Step Name Instruction Expected Result Pass / Fail /
Step # Comment
Ensure that you add an appraiser for which you have a user with a maintained e-mail address. No error or warning messages
Maintain a Questionnaire Introduction. come up.

On the tab Questionnaires, add score information and at least one questionnaire created previously.
Save the entries.

4 Release group-based Choose the Release button to release the group-based evaluation template. The previously created group-
evaluation template based evaluation template is
released.

Result

The group-based evaluation template is created and released.

4.2.4 Start group-based Evaluation

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Date Enter a test date.

Business Role(s)

Responsibility <State the Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.

Use

In this activity, you start a group-based evaluation.


Supplier Evaluation and Performance Monitoring (SL4_SG) PUBLIC
Test Procedures © 2018 SAP SE or an SAP affiliate company. All rights reserved. 22
Procedure

Test Test Step Name Instruction Expected Result Pass / Fail /


Step # Comment
1 Log on Log onto the SAP Fiori launchpad as a Buyer. The SAP Fiori launchpad is displayed.

2 Access the SAP Fiori App Open Manage Templates - Evaluation app. The Manage Templates app is displayed. The group-
Select your previously created and released group-based evaluation tem- based evaluation template is opened.
plate and click on the name that is displayed as a link.

3 Start Group-Based Evalua- Choose Start Group-Based Evaluation. In a new window, the Group-Based Evaluation Re-
tion quest: New screen is opened.

4 Maintain the group-based Maintain the group-based evaluation request by entering at least an Eval- A Group-Based Evaluation Request is created and
evaluation request uation Request Name and a Period to Be Evaluated. submitted.
Choose Submit Evaluation Request.

Result

A group-based evaluation is started and the request is sent to the entered appraiser(s).

4.2.5 Maintain Evaluation Response as Appraiser

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Date Enter a test date.

Business Role(s)

Responsibility <State the Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.

Supplier Evaluation and Performance Monitoring (SL4_SG) PUBLIC


Test Procedures © 2018 SAP SE or an SAP affiliate company. All rights reserved. 23
Use

In this activity, you start a group-based evaluation.

Procedure

Test Test Step Name Instruction Expected Result Pass / Fail /


Step # Comment

1 Log on Log onto the SAP Fiori launchpad as appraiser which was entered in the evaluation The SAP Fiori launchpad is displayed.
template/request (e.g.: employee_procurement).

2 Access the SAP Fiori Open Evaluate Suppliers app. The Evaluate Suppliers app and the correspond-
App Select the corresponding evaluation response with status New which has the same ing evaluation is displayed.
name as your group-based evaluation request.

3 Answer questions Answer the questions. All data is saved.


Save your changes. No error or warning messages come up.

4 Submit the evalua- Choose Submit. The group-based evaluation response is submit-
tion response ted.

Result

The Evaluation Response is created and answered by the appraiser.

4.2.6 Display Scorecards

Test Administration

Customer project: Fill in the project-specific parts.

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Test Procedures © 2018 SAP SE or an SAP affiliate company. All rights reserved. 24
Test Case ID <X.XX> Tester Name Testing Date Enter a test date.

Business Role(s)

Responsibility <State the Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.

Use

In this activity a scorecard is displayed.

Procedure

Test Step Test Step Name Instruction Expected Result Pass / Fail / Com-
# ment
1 Log on Log onto the SAP Fiori launchpad as a Buyer. The SAP Fiori launchpad is displayed.

2 Access the SAP Fiori Open Display Scorecards - Evaluation Questionaires app. The Scorecard is displayed.
App Find the corresponding group-based evaluation response in the list and check the
status.

3 Check Scorecards Drill down into details of sections and questions. The result of the responses is dis-
played.

Result

The groupd-based evaluation reponse is answered and corresponding scorecards are available.

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Test Procedures © 2018 SAP SE or an SAP affiliate company. All rights reserved. 25
4.2.7 Monitor Response

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Date Enter a test date.

Business Role(s)

Responsibility <State the Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.

Purpose

In this activity the answered response is displayed.

Procedure

Test Step Test Step Instruction Expected Result Pass / Fail / Com-
# Name ment
1 Logon Logon to SAP Fiori launchpad as Buyer. The SAP Fiori launchpad dis-
plays.

2 Access the Select the Monitor Responses - Evaluation app. The Evaluation Response is dis-
App Select the corresponding evaluation response with status Returned which has the same name as your played.
group-based evaluation request.

3 Check Re- Drill down into details of sections and questions. The result of the responses is
sponse displayed.

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Test Procedures © 2018 SAP SE or an SAP affiliate company. All rights reserved. 26
Result

The answered group-based evaluation response is displayed.

4.2.8 Display Supplier Evaluation by Questionnaire

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Date Enter a test date.

Business Role(s)

Responsibility <State the Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.

Use

In this activity the evaluation scores are displayed in the Supplier Evaluation by Questionnaire KPI (Key Performance Indicators).

Procedure

Test Test Step Name Instruction Expected Result Pass / Fail /


Step # Comment

1 Log on Log onto the SAP Fiori launchpad as a Buyer. The SAP Fiori launchpad is displayed.

2 Access the SAP Open Supplier Evaluation by Questionnaire. Click Go The questionnaire score for all suppliers that have corresponding evaluation
Fiori App button. scorecards for the defined time frame (last 365 days) are displayed.
Find the corresponding supplier, for which question-
naires were filled out and check the score.

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Test Procedures © 2018 SAP SE or an SAP affiliate company. All rights reserved. 27
Test Test Step Name Instruction Expected Result Pass / Fail /
Step # Comment
3 Check Document Click on the respective supplier and select "Docu- All evaluation scorecards for the supplier in the given timeframe are listed.
View ment".

4 Check Evaluation Select one line in document view. The Display Scorecard app is opened and the values of KPI are bypassed.
Scorecard Go to "open in" (right-bottom corner) and select "dis-
play scorecards".

Result

The scores are displayed in Supplier Evaluation by Questionnaire app.

4.2.9 Display Overall Supplier Evaluation Score

Use

In this activity the overall supplier evaluation scores are displayed in the Supplier Evaluation.

Procedure

Test Test Step Name Instruction Expected Result Pass / Fail /


Step # Comment

1 Log on Log onto the SAP Fiori launchpad as a Buyer. The SAP Fiori launchpad is displayed.

2 Access the SAP Fiori App Open Overall Supplier Evaluation – Score. The operational score, questionnaire score and overall score for all suppliers that
have corresponding evaluation score are displayed.

3 Check Overall Scores by Select a dimension from the dropdown list, for The operational score, questionnaire score and overall score for all purchasing
Different Dimensions example, by Purchasing Category. categories that have corresponding evaluation score are displayed.

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Test Procedures © 2018 SAP SE or an SAP affiliate company. All rights reserved. 28
Result

The scores are displayed in Overall Supplier Evaluation - Score app.

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Test Procedures © 2018 SAP SE or an SAP affiliate company. All rights reserved. 29
5 Appendix

5.1 Process Integration

5.1.1 No Succeeding Processes

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Appendix © 2018 SAP SE or an SAP affiliate company. All rights reserved. 30
Typographic Conventions

Type Style Description

Example Words or characters quoted from the screen. These include field names, screen titles, pushbuttons labels, menu names, menu paths, and menu options.
Textual cross-references to other documents.

Example Emphasized words or expressions.

EXAMPLE Technical names of system objects. These include report names, program names, transaction codes, table names, and key concepts of a programming language when
they are surrounded by body text, for example, SELECT and INCLUDE.

Example Output on the screen. This includes file and directory names and their paths, messages, names of variables and parameters, source text, and names of installation,
upgrade and database tools.

Example Exact user entry. These are words or characters that you enter in the system exactly as they appear in the documentation.

<Example> Variable user entry. Angle brackets indicate that you replace these words and characters with appropriate entries to make entries in the system.

EXAMPLE Keys on the keyboard, for example, F 2 or E N T E R .

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Appendix © 2018 SAP SE or an SAP affiliate company. All rights reserved. 31
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