Test Script

SAP S/4HANA - 09-09-24

Supplier Classification and Segmentation (19E_DE)

PUBLIC

Table of Contents

1 Purpose

2 Prerequisites
2.1 System Access
2.2 Roles
2.3 Master Data, Organizational Data, and Other Data
2.4 Preliminary Steps
2.4.1 Define Qualification Levels (Optional)
2.4.2 Enable Integration with D&B (Optional)
2.4.3 Enter Credentials for Downloading Data from D&B (Optional)

3 Overview Table

4 Test Procedures
4.1 Display Suppliers and Maintain Supplier Portfolio Information (Optional)
4.2 Create Purchasing Categories
4.3 Manage Purchasing Categories
1 Purpose

Overview

This scope item helps you gain a portfolio-level view of your supplier relationships. It also gives you the transparency to continuously determine the right mix
of suppliers, serve your business objectives optimally, and to reduce your overall supply risk. You can classify and segment your suppliers by multiple crite-
ria. This enables you to identify suppliers in a flexible manner, as well as to define and monitor sourcing strategies.
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.

Note Values in this test script (decimal notation, date formats, and so on) are presented in U.S. standard notation. If your test system is set up to use a
different notation, enter values as appropriate.

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2 Prerequisites

This section summarizes all the prerequisites for conducting the test in terms of systems, users, master data, organizational data, other test data and busi-
ness 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. Alternatively, if available, you can create business roles using the following spaces with
pages and predefined apps for the SAP Fiori launchpad and assign the business roles to your individual test users.

Note These roles or spaces are examples provided by SAP. You can use them as templates to create your own roles or spaces.
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.

Name (Role) ID (Role) Name (Launchpad Space) ID (Launchpad Space) Log On

Purchaser SAP_BR_PURCHASER Purchasing / Sourcing and Contracting SAP_PRC_SP_PURCHASING / SAP_PRC_SP_SOURCING

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 com-
pany.
Use your own master data to go through the test procedure.

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Data Sample Value Details Comments

Supplier 10300001

Material Group L001

For more information on creating master data objects, see the following Master Data Scripts (MDS)
Table 1: Master Data Script Reference
Master Data ID Description

BNE Create Supplier Master

2.4 Preliminary Steps

2.4.1 Define Qualification Levels (Optional)

In this Customizing activity, you define qualification levels for suppliers. Qualification levels indicate the level attained by a supplier in the supplier qualifica-
tion process as implemented in your company.

1. SAP Materials Management → Purchasing→ Supplier and Category Management→ Supplier Portfolio Management →Supplier Attribute Settings→ Define Qualifica-
IMG Path tion Levels

Transaction SPRO
Code

2. Choose New Entries, enter the data like below,

Qualification Level Qualification Level Description

0001 Prospect registered, approved

0002 Prospect classified

0003 Audit on site passed

0004 Released for Bidding

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Qualification Level Qualification Level Description

0005 Released for Purchasing

0006 Preferred Supplier

0007 Strategic Partner

0008 Blocked for Usage

0009 To be Phased Out

You can also define your own data.

3. Choose Save.

2.4.2 Enable Integration with D&B (Optional)

1. If your company has enabled the integration with D&B, you have to enable Integration with D&B.

SAP IMG Path Materials Management → Purchasing→Supplier and Category Management→Supplier Portfolio Management→D&B Integration→Enable Integration with D&B

Transaction Code SPRO

2. Choose New Entries, enter below data,

Switch Name: SLC_SUPPL_DNB_INTEGRATION
Active: <check>
3. Choose Save.

2.4.3 Enter Credentials for Downloading Data from D&B (Optional)

1. If your company has enabled the integration with D&B, you can display and request data of a supplier from D&B. To do this, a user ID and password needs
to be maintained.

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SAP IMG Path Materials Management → Purchasing →Supplier and Category Management →Supplier Portfolio Management →D&B Integration →Enter Credentials for Down-
loading Data from D&B

Transaction SPRO
Code

2. Choose New Entries, make the following entries:

D&B User Name:
Password:
3. Choose Save.
Since requesting data from D&B is subject to charges, only the users who have been assigned the Role for Requesting Reports from D&B (/SRMSMC/
DNB_REQUESTOR) can Request Report from D&B. This also applies to requesting an update of D&B data.

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3 Overview Table

This scope item consists of several process steps provided in the table below.

Note If your system administrator has enabled spaces and pages on the SAP Fiori launchpad, the homepage will only contain the essential apps for per-
forming the typical tasks of a business role.
You can find all other apps not included on the homepage using the search bar.
If you want to personalize the homepage and include the hidden apps, navigate to your user profile and choose App Finder.

Process Step Business Transaction/App Name Expected Results

Role

Display Suppliers and Maintain Supplier Portfolio Infor- Purchaser Display Suppliers - Procure-
mation (Optional) [page ] 8 ment (F3371)

Create Purchasing Categories [page ] 11 Purchaser Manage Purchasing Cate- Purchasing category is created.
gories (F0337)

Manage Purchasing Categories [page ] 13 Purchaser Manage Purchasing Cate- Purchasing category is maintained, including assigning Suppliers, Team
gories (F0337) Employees and Material Groups to it.

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4 Test Procedures

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

4.1 Display Suppliers and Maintain Supplier Portfolio Information (Optional)

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Testing Date:

Tester Name: Duration:

Business Role(s): Responsibility: <State the Service Provider, Customer or Joint Service Provider and Customer>

Purpose

In this activity, there are two APPs.

In App Display Suppliers - Procurement (F3371) , you can search for suppliers and display the key information of one supplier.
In App Supplier Portfolio(supplier details screen), you can classify suppliers with a set of classification attributes; attach, display, download, and delete differ-
ent types of files including images to the supplier; if your company has enabled the integration with D&B, you can display the D&B data of a supplier.

Procedure

Test Test Step Name Instruction Expected Result Pass /

Step Fail /
# Com-
ment

1 Log on Logon to the SAP Fiori launchpad as a Purchaser The SAP Fiori launch-
pad displays.

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Test Test Step Name Instruction Expected Result Pass /
Step Fail /
# Com-
ment

2 Access the App Open Display Suppliers - Procurement (F3371) . The Display Supplier
List (Original) screen
displays.

3 Search Suppliers Enter some of the search data like below, The suppliers display
Country: For example, DE on the Display Suppli-
ers screen.
Choose Go.

4 Maintain supplier port- Select one of the supplier, check the details. Supplier details dis-
folio information in On the Central Data tab, you can see Central data, address data and bank data. plays and additional
App Supplier Portfolio data is maintained.
On the D&B tab, if your company has enabled the integration with D&B, you can display the D&B data of a
supplier. Otherwise you can't see this tab, this is optional. Depending on your contract with D&B, you can se-
lect the D&B products Quick Check and Vendor Management. The data provided by these products is grouped
into the following areas:
● Risk
● Corporate structure
● Legal form
● Indicators covering special events, social responsibility, and financial aspects
● Financial data
On the Classification tab, Classification Data section, you can make the following entries:
Qualification Level: Ex., Prospect Classified
Strategic importance: Ex., High
ABC Classification: Ex., A
Preferred Supplier: <checked>
Strategic Partner: <blank>
Choose Save.
On the Classification tab, Classification Scorecard section, choose Create New Scorecard.
Create a supplier classification scorecard for a particular period:
Enter general information about the company, such as size, spend and revenue details.
Rate the supplier’s risk factors, labor policy, social responsibility and environmental practices.
Choose Save.

5 You can create multiple scorecards for different periods and navigate between them to view the supplier’s
compliance over a period of time.
On Attachments tab, you can attach, display, download, and delete attachments. Note that you cannot save

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Test Test Step Name Instruction Expected Result Pass /
Step Fail /
# Com-
ment

your data if you assign an empty attachment.

You use the folder structure to organize the attachments, thus facilitating retrieval. The folders listed above
are delivered as standard and cannot be deleted. You can add further folders to the folder structure as fol-
lows:
Choose New Folder, on the New Folder screen, enter below data,
Folder Name: Ex., Supplier01
Choose OK.
Choose Save.
Choose Add Attachment, on the Add Attachment screen, enter below data,
File Name: <select the file you want to attach by choose the file name on the right>.
File description: Ex., contract
Choose OK.
Choose Save.

Result

The supplier is displayed and maintained.

Note
● Displaying D&B data is only supported in English and in German.
● D&B data can only be displayed in Supplier and Category Management if the D&B number is available on the Central Data tab of the supplier.
● If no D&B data is displayed for a supplier, an initial data request must be performed. Since requesting data from D&B is subject to charges, the Re-
quest Report from D&B is only available to users who have been assigned the Role for Requesting Reports from D&B (/SRMSMC/DNB_REQUESTOR).
This also applies to requesting an update of D&B data.

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4.2 Create Purchasing Categories

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Testing Date:

Tester Name: Duration:

Business Role(s): Responsibility: <State the Service Provider, Customer or Joint Service Provider and Customer>

Purpose

In this activity, a purchasing category is created and a purchaser responsible for the purchasing category is assigned. Suppliers, team employees, and mate-
rial groups are also assigned to it.
To assign team employees, the employee must be an employee user, please refer to the sections Creating Aprovers in the Administration Guide to Imple-
mentation of SAP S/4HANA with SAP Best Practices

Procedure

Test Test Step Name Instruction Expected Result Pass / Fail /

Step # Comment

1 Logon Logon to the SAP Fiori launchpad as a Purchaser. The SAP Fiori launchpad displays.

2 Access the App Open Manage Purchasing Categories (F0337) . The Manage Purchasing Categories (Original) screen
displays.

3 Create Purchasing Category Choose Create. The Purchasing Category: New screen displays.

4 Enter Purchasing Category In the General section, make the following entries: All data is entered, no error or warning messages
data Name : <enter a name for the purchasing category, e.g. exist.
Test_PurchasingCategory>
Purchaser Responsible : PURCHASER
(leave it as default value)

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Test Test Step Name Instruction Expected Result Pass / Fail /
Step # Comment

Choose Enter.

5 Assign Suppliers In the Suppliers section, choose Add Line, and enter following The assignment of suppliers to the purchasing cate-
data : gory is done.
ID: 10300001.
Choose Enter.

6 Assign Team Employees In the Team section, Choose Add Employee, The assignment of team members to the purchasing
In the search help Add Employee, choose Go. category is done.

In the search result list, select an employee and choose OK. Check that the Role is Member.

7 Add Purchasing Category De- In the Languages for Purchasing Category Description section, The assignment of description and available lan-
scription and Languages make the following entries: guages of the purchasing category is done.
Choose Add Language, enter following data:
Language: Choose a language for translation from the dropdown
list
Status of Translation: To Be Translated
Choose Enter.

8 Assign Material Groups In the Material Groups section, choose Add Material Groups and The material group is assigned to the purchasing
enter following data in the dialogue box : category.
Material Group ID: L001
Choose GO button.
In the search resulst list select the entry of L001 and choose OK.

9 Save Purchasing Category Choose Save. A new Purchasing Category is created.

A message
Data saved successfully
displays.

Result
The system generates a purchasing category.

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4.3 Manage Purchasing Categories

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Testing Date:

Tester Name: Duration:

Business Role(s): Responsibility: <State the Service Provider, Customer or Joint Service Provider and Customer>

Purpose

This activity displays and edits the purchasing category created in the previous step.

Procedure

Test Test Step Name Instruction Expected Result Pass / Fail /

Step # Comment

1 Logon Logon to the SAP Fiori launchpad as a Purchaser. The SAP Fiori launchpad displays.

2 Access the App Open Manage Purchasing Categories (F0337) . The Manage Purchasing Categories (Original)
screen displays.

3 Search Purchasing In the Search field, enter a part of the purchasing category name entered in test The search result list is displayed.
Category step 4 of Create Purchasing Categories [page ] 11.
Choose Go.

4 Display Purchas- Click on e.g. name of the requested Purchasing Category. The Purchasing Category screen displays.
ing Category On the screen Purchasing Category, check the details of the purchasing category. The details of the purchasing category is dis-
played correctly.

5 Edit Purchasing Choose Back. The screen Purchasing Category: <name of

Category On the search result list, select the requested purchasing category by choosing purchasing category> displays.
the radio button.

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Test Test Step Name Instruction Expected Result Pass / Fail /
Step # Comment

Choose Edit.

6 Add Planned On section Planned Spend, choose Add Line and enter following data: The purchasing category is changed and
Spend From: <select a start date> saved.

To: <select an end date>

Amount: For example, 10
Currency: EUR
Choose Save.

Result
The Purchasing Category displays and changes.

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Typographic Conventions

Type Style Description

Example Words or characters quoted from the screen. These include field names, screen titles, pushbut-
tons labels, menu names, menu paths, and menu options.
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EXAMPLE Technical names of system objects. These include report names, program names, transaction
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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.

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