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Release Strategy for Purchase Order in SAP MM

Writer: Mohnish BaviskarMohnish Baviskar

Updated: Jul 31, 2024

The Release Strategy for Purchase Order in SAP MM defines the approval process for purchase requisitions or external purchasing documents. The strategy specifies the release codes necessary and the sequence in which releases have to be affected. You can define a maximum of eight release codes.


Steps to configure Release Strategy for Purchase Order in SAP MM


1. Edit Characteristic

Classification characteristics are the criteria for a release condition. If the criteria of a release condition are satisfied, the associated release strategy is assigned to the purchasing document.


Path to Edit Characteristics

IMG ⇒ Materials Management ⇒ Purchasing ⇒ Purchase Order ⇒ Release Procedure for Purchase Order ⇒ Edit Characteristics

T Code: CT04


STEP 1: On the Display IMG screen, select Edit Characteristics, by following the above path.


Release Strategy SAP MM

STEP 2: Enter the characteristics name.


Release Strategy SAP MM

STEP 3: In basic data fill in fields like description, Data type, and Number of characters and select multiple values.


Release Strategy SAP MM

STEP 4: In additional data fill in table name and field name. For the table and field name, we can take reference of SE16N or SE16.


Release Strategy SAP MM

STEP 5: In restrictions fill in the class type as 032 which is release strategy and save.


Release Strategy SAP MM

STEP 6: Create characteristics for Purchasing group, the Net value of the purchase order, and the Purchase Organization with reference of SE16N or SE16.


Edit Class

You use a class to group characteristics that are to constitute a release condition for a release strategy. In the " Define Release Procedure for Purchase Orders" step, you assign this class to the release strategy.


Path to Edit Class

IMG ⇒ Materials Management ⇒ Purchasing ⇒ Purchase Order ⇒ Release Procedure for Purchase Order ⇒ Edit Class

T Code: CL02



STEP 1: On the Display IMG screen, select Edit Class, by following the above path.


Release Strategy SAP MM

STEP 2: Enter the Class Name and class type as 032, the release strategy.


Release Strategy SAP MM

STEP 3: In basic data fill in the description.

Release Strategy SAP MM

STEP 4: In characteristics fill all characteristics that we created in characteristics and save.


Release Strategy SAP MM

Define Release Procedure for Purchase Orders

In this step, you set up the release procedure for purchase orders (POs) and can link it to the workflow.


Path to Edit Class

IMG ⇒ Materials Management ⇒ Purchasing ⇒ Purchase Order ⇒ Release Procedure for Purchase Order ⇒ Define Release Procedure for Purchasing Order


STEP 1: On the Display IMG screen, select Define Release Procedure for Purchasing Order, by following the above path.


Release Strategy SAP MM

STEP 2: In Define Release Procedure for Purchasing Order, select Release Group.


Here we create a release group for the release procedure and assign it to a class. In the process, we assign release conditions to the release procedure.

Release Strategy SAP MM

STEP 3: Click on new entries to create a Release Group.

Note: We can have only one release group in a system.

Fill in Release Group Name, Class, Description, and Save.


Release Strategy SAP MM

STEP 4: In Define Release Procedure for Purchasing Order, select Release codes.

Here we create the release codes you need for your release strategy and assign the codes to your release group. If a release code is to be used in workflow, indicate this accordingly in the Workflow field.

Release Strategy SAP MM

STEP 5: Click on the New Entries to create release codes.

Release Strategy SAP MM

STEP 6: Fill in Fields like Release group, release codes, and save.

Release Strategy SAP MM

STEP 7: In Define Release Procedure for Purchasing Order, select Release Indicator.

A release indicator shows the release status of a PO.

Release Strategy SAP MM

STEP 8: Click on New Entries to create a new release indicator.

Release Strategy SAP MM

STEP 9: Fill in the release ID, Released status, changeable, and description, and save.

Release Strategy SAP MM

STEP 10: In Define Release Procedure for Purchasing Order, select Release Strategies.

Here we create a release strategy for your release group and assign your release codes accordingly.

Release Strategy SAP MM

STEP 11: Click on the new entries to create a new release strategy.

Release Strategy SAP MM

STEP 12: Fill in the Release group, Release Strategy name and description, and Release Codes.

Release Strategy SAP MM

STEP 13: Click on the Release Prerequisite, select the release codes according to business requirements, and click on Continue.

Release Strategy SAP MM

STEP 14: Click on Release Statuses, assign release codes with release indicators, and click on Continue.

Release Strategy SAP MM

STEP 15: Click on classification, and fill in the values of all the characteristics.

Release Strategy SAP MM

STEP 16: Click on Release Simulation, to Check strategy is working properly.

Release Strategy SAP MM

STEP 17: Click on simulate release for a simulation of the release strategy.

Release Strategy SAP MM

Click on save to save the release strategy.



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