Inhaltsverzeichnis

Alle Kapitel aufklappen
Alle Kapitel zuklappen
Foreword
17
Preface
19
Target Audience
21
Objective
22
Structure of This Book
22
Acknowledgments
24
1 Introduction to SAP Ariba
27
1.1 Procurement: From On-Premise Solutions to the Cloud
28
1.2 SAP Ariba
31
1.2.1 SAP Ariba Process Areas
34
1.2.2 SAP Ariba Mobile App Features
34
1.3 Cloud Solutions at a Glance
35
1.4 Cloud, On-Premise, and Hybrid Models
36
1.5 Hybrid Deployments
39
1.5.1 Strategic Sourcing
39
1.5.2 MRO, Indirect, and Services Procurement
40
1.5.3 Direct Procurement
41
1.5.4 Accounts Payable and Invoicing
43
1.6 Cloud Implementation Model
44
1.6.1 SAP Activate
45
1.6.2 Time-to-Value Acceleration
49
1.6.3 Enhancement and Modification Limitations
51
1.7 Summary
52
2 Supplier Collaboration
53
2.1 What Is Supplier Collaboration?
54
2.1.1 Supplier Collaboration Strategies
54
2.1.2 Ariba Network
54
2.2 Implementing Ariba Network
56
2.2.1 Strategy
57
2.2.2 Design and Build
58
2.2.3 Supplier Onboarding
60
2.2.4 Network Growth
62
2.2.5 Resources
63
2.2.6 Change Management
63
2.2.7 Customer Long-Term Supplier Enablement Program
65
2.3 Onboarding Suppliers
66
2.3.1 Supplier Information Portal
67
2.3.2 Uploading Suppliers
68
2.3.3 Assigning and Monitoring Tasks
69
2.3.4 Buyer Tasks
70
2.3.5 Monitoring Suppliers
71
2.4 Enabling Suppliers
72
2.4.1 Configurations
73
2.4.2 Supplier Enablement Notifications
76
2.4.3 Supplier Enablement Reports
76
2.4.4 Supplier Integration
78
2.5 Becoming a Supplier on the Sales Side
81
2.6 Buying with Ariba Network
85
2.7 Purchase Order and Invoice Automation with Ariba Network
86
2.8 Summary
92
3 Supplier Lifecycle and Performance
93
3.1 What Is Supplier Lifecycle Management?
93
3.1.1 Supplier Management Strategies
93
3.1.2 SAP Ariba Portfolio
95
3.2 Implementing SAP Ariba Supplier Lifecycle and Performance
96
3.2.1 Application at a Glance
96
3.2.2 Monitoring Your Supplier Management Activities
99
3.2.3 Using the Supplier 360° View
99
3.2.4 Supplier Information Process Flow
105
3.2.5 Supplier Request Process
105
3.2.6 Supplier Registration
112
3.2.7 Supplier Qualification Process
120
3.2.8 Preferred Supplier Management Process
128
3.2.9 Modular Questionnaire Process
131
3.2.10 Scoring in Modular Questionnaires
134
3.2.11 Approving, Denying, or Requesting Additional Information during Modular Questionnaire Approvals
135
3.2.12 Configuring Supplier Certification Management Using Modular Questionnaires
135
3.2.13 Configuring SAP Ariba Supplier Lifecycle and Performance
136
3.2.14 Creating and Configuring Supplier Request Templates
138
3.2.15 Configuring the Supplier Registration Template
145
3.2.16 Configuring Workflow Approval Tasks
148
3.2.17 Configuring the Supplier Qualification Template
150
3.2.18 Configuring the Supplier Disqualification Template
152
3.2.19 Configuring Preferred Supplier Management Project Template
154
3.2.20 Configuring Modular Questionnaire Templates
156
3.2.21 Configuring Banking Questions in Supplier Management Questionnaires
158
3.2.22 Configuring Tax Information Questions
159
3.2.23 Loading Master Data
160
3.2.24 Configuring Analytical Reports
161
3.2.25 Responding as a Supplier
166
3.3 Summary
169
4 Supplier Risk Management
171
4.1 What Is Supplier Risk Management?
171
4.1.1 Supplier Risk Management Strategies
171
4.1.2 SAP Ariba Portfolio
172
4.2 Implementing SAP Ariba Supplier Risk Management
173
4.2.1 Application at a Glance
173
4.2.2 Planning the Implementation of SAP Ariba Supplier Risk
183
4.2.3 Configuring SAP Ariba Supplier Risk
185
4.2.4 Configuring Risk Assessment Project Templates
191
4.2.5 Configuring Issues Management Project Templates
192
4.3 Managing Supplier Risks
194
4.3.1 Monitoring Supply Risk
194
4.3.2 Creating an Engagement Risk Project
195
4.4 Summary
198
5 Sourcing
199
5.1 What Is Sourcing?
199
5.1.1 Sourcing Strategies
200
5.1.2 SAP Ariba Portfolio
201
5.2 SAP Ariba Sourcing
201
5.2.1 Application at a Glance
203
5.2.2 Planning the Implementation
217
5.2.3 Configuring SAP Ariba Sourcing
221
5.2.4 Creating and Configuring Sourcing Request Templates
221
5.2.5 Creating and Configuring Sourcing Project Templates
226
5.2.6 Creating and Configuring Request For Event Templates
233
5.2.7 Configuring Sourcing Library
237
5.2.8 Configuring Approval Tasks in Templates
238
5.2.9 Sourcing as a Buyer
241
5.2.10 Sourcing as a Supplier
242
5.3 SAP Ariba Discovery
242
5.3.1 Application at a Glance
243
5.3.2 Recommended Sourcing Scenarios for SAP Ariba Discovery
244
5.3.3 Using SAP Ariba Discovery
246
5.4 SAP Ariba Strategic Sourcing for Product Sourcing
249
5.4.1 Application at a Glance
251
5.4.2 Planning Your Implementation
258
5.4.3 Creating and Configuring Simple Request For Event Templates for Materials
258
5.4.4 Configuring Parameters for Product Sourcing
260
5.4.5 Sourcing as a Buyer
262
5.4.6 Sourcing as a Supplier
264
5.5 Guided Sourcing
265
5.5.1 Configuring Guided Sourcing
276
5.5.2 Creating a Guided Sourcing Event from Template
276
5.6 Summary
278
6 Contract Management
279
6.1 What Is Contract Management?
280
6.1.1 Contract Management Strategies for Indirect Procurement
280
6.1.2 SAP Ariba Contracts
282
6.1.3 Planning Your Implementation
284
6.2 Configuring SAP Ariba Contracts
286
6.2.1 Creating Project Templates
287
6.2.2 Contract Authoring Process
297
6.2.3 Configuring Workflow Approval Tasks
300
6.2.4 Create Custom Fields Required on Contract Requests and Contract Workspaces
304
6.2.5 Loading Master Data
307
6.2.6 Enabling Electronic Signatures
308
6.2.7 Enabling Reports on the Contracts Dashboard
310
6.3 Creating Contracts
311
6.3.1 Contract Creation
312
6.3.2 Contract Execution and Consumption
313
6.4 Consuming Contracts
317
6.5 Amending Contracts
317
6.6 Using Contracts with Other Applications
320
6.6.1 Using Contracts in SAP Ariba Buying and Invoicing
321
6.6.2 Using Contract Compliance in SAP Ariba Buying and Invoicing with SAP Ariba Contracts
323
6.6.3 Using Contracts in the SAP ERP Backend
323
6.6.4 Using SAP Ariba Contracts in SAP S/4HANA Cloud
324
6.6.5 Using SAP Ariba Contracts in SAP Ariba Fieldglass
325
6.6.6 Contract Application Programming Interface
326
6.7 Summary
326
7 Guided Buying
327
7.1 What Is Guiding Buying?
327
7.1.1 Buying Strategies
328
7.1.2 Guided Buying Capability
330
7.1.3 Planning Your Implementation
331
7.2 Configuring the Guided Buying Capability
333
7.2.1 Approval Flows
334
7.2.2 Spot Buy
335
7.2.3 Images
335
7.2.4 Tiles
338
7.2.5 Landing Pages
338
7.2.6 Home Page
340
7.2.7 Users and Groups
341
7.2.8 Filtering for Purchasing Units and Job Functions
342
7.2.9 Categories
342
7.2.10 Catalogs
343
7.2.11 Suppliers, Preferred Suppliers, and Supplier Management
344
7.2.12 Forms
344
7.2.13 Purchasing Policies
347
7.2.14 Help Community
349
7.2.15 Tactical Sourcing
353
7.2.16 Mobile Solution
356
7.3 Using the Guided Buying Capability
357
7.3.1 The Guided Buying User Experience
358
7.3.2 Creating Requests
361
7.3.3 Purchase Orders
365
7.3.4 Receiving
365
7.3.5 Simple Non-PO Invoices
368
7.3.6 Accessing Forms
370
7.3.7 Initiating a Tactical Sourcing Request
372
7.4 Summary
374
8 Operational Procurement
375
8.1 SAP Ariba Buying and Invoicing, SAP Ariba Buying, and SAP Ariba Catalog
375
8.1.1 SAP Ariba Buying and SAP Ariba Invoicing and Buying
377
8.1.2 Services Procurement with SAP Ariba Buying and SAP Ariba Buying and Invoicing
385
8.2 Configuring SAP Ariba Buying and SAP Ariba Buying and Invoicing
389
8.2.1 Procurement Master Data
389
8.2.2 Catalog and Non-Catalog Requisitioning
393
8.2.3 Spot Buy
393
8.2.4 Total Landed Cost: Taxes, Allowances, and Charges
396
8.2.5 Requisition Approval Process
399
8.2.6 Receiving
402
8.2.7 Purchase Order-Based Invoicing
402
8.2.8 Non-PO Invoicing
404
8.2.9 Contract Invoicing
405
8.2.10 Services Procurement
405
8.3 Using Advanced Buying and Invoicing Functions
409
8.3.1 Uploading Requisitions
409
8.3.2 Creating Planned Service Orders
410
8.3.3 Creating Service Entry Sheets
412
8.3.4 Evaluated Receipt Settlement
413
8.4 Implementing SAP Ariba Buying and Invoicing and SAP Ariba Buying
414
8.4.1 SAP Ariba Buying and Invoicing and SAP Ariba Buying Projects
415
8.4.2 SAP Ariba Buying Deployment
424
8.4.3 Standalone Implementations
444
8.4.4 Integrated Implementations
445
8.4.5 Defining Project Resources and Timelines
450
8.4.6 SAP Ariba Buying, Multi-ERP Edition
458
8.5 SAP Fieldglass Vendor Management System
461
8.6 Implementing the SAP Fieldglass Vendor Management System
467
8.6.1 Planning Your Implementation
468
8.6.2 Defining Project Resources, Phases, and Timelines
470
8.7 Summary
476
9 Invoice Management
477
9.1 What Is Invoice Management?
477
9.1.1 Invoice Management Strategies
478
9.1.2 SAP Ariba Portfolio
478
9.2 SAP Ariba Invoice Management
479
9.2.1 Electronic Invoice Management at a Glance
481
9.2.2 Integrated Implementations
487
9.2.3 Data Sources and Solution Landscape Inventory
487
9.2.4 Configuring Ariba Network Transaction Rules for Invoicing
488
9.2.5 Configuring Invoice Approvals in SAP Ariba Invoice Management
492
9.2.6 Configuring Invoice Exceptions
494
9.3 SAP Ariba Discount Management
496
9.3.1 SAP Ariba Discount Management at a Glance
496
9.3.2 Planning Your Implementation
498
9.3.3 Integration Scenarios
499
9.3.4 Configuring Early Payment Requests
499
9.3.5 Configuring Scheduled Payment Extraction and Vendor Master Setup
501
9.4 SAP Pay
502
9.4.1 SAP Pay at a Glance
503
9.4.2 Planning Your Implementation
510
9.4.3 Configuring SAP Pay
516
9.4.4 Creating and Managing Payments
518
9.5 Summary
528
10 Spend Analysis
529
10.1 What Is Spend Analysis?
529
10.1.1 Spend Analysis Strategies
531
10.1.2 SAP Ariba Spend Analysis
532
10.2 Planning Your Implementation
535
10.2.1 Prepare and Kickoff Phases
536
10.2.2 Data Collection
541
10.2.3 Data Validation
541
10.2.4 Data Enrichment
542
10.2.5 Deployment
543
10.3 Configuring SAP Ariba Spend Analysis
544
10.3.1 Configuring File Validation
544
10.3.2 Setting Opportunity Search Date Ranges
545
10.3.3 Configuring the Star Schema Export
546
10.3.4 Configuring Non-English UNSPSC Code Display
546
10.3.5 Integrating SAP Ariba Spend Analysis and SAP Ariba Data Enrichment Services
547
10.3.6 Enrichment Change Request Setting
548
10.3.7 Managing Data Access Control
551
10.4 Integrating SAP Ariba Spend Analysis with SAP Analytics Cloud and On-Premise Data Sources
553
10.5 Mining Procurement Operations for Data
553
10.5.1 Data Types
554
10.5.2 SAP Ariba Spend Analysis: Areas for Analysis
554
10.5.3 Work Areas
555
10.5.4 Key Reports and Corresponding Impact Areas
557
10.5.5 Key Data Sources and Options for Importing into SAP Ariba Spend Analysis
563
10.5.6 Creating Sourcing Requests from a Spend Analysis Report
566
10.6 Summary
567
11 SAP Ariba Integration
569
11.1 SAP Ariba Integration Projects and Connectivity Options
569
11.2 Ariba Network Purchase Order and Invoice Automation with Purchasing Integration Options
574
11.2.1 Conducting Transactions with Ariba Network Integrated with SAP S/4HANA
575
11.2.2 Ariba Network Customer and Supplier Interaction
578
11.2.3 Confirming and Order Fulfillment
579
11.2.4 Confirming Goods Receipts
582
11.2.5 Invoice Creation
583
11.3 SAP Ariba Sourcing Integration with SAP S/4HANA
586
11.3.1 Key Process Steps
586
11.3.2 Conducting Transactions with SAP Ariba Sourcing Integrated with SAP S/4HANA
587
11.3.3 Creating a New Request for Quotation in SAP S/4HANA
588
11.3.4 R for Quotation in SAP Ariba Sourcing
591
11.3.5 Supplier Processing of Request for Proposals
595
11.3.6 Bid Processing in SAP Ariba
597
11.3.7 Creating Follow-On Documents for Requests for Proposals
599
11.4 SAP Ariba Supply Chain Collaboration for Buyers
600
11.4.1 SAP Ariba Supply Chain Collaboration for Buyers Capabilities
603
11.4.2 Supplier Record in SAP ERP
606
11.4.3 Supplier and Buyer Collaboration in the Ariba Network
607
11.4.4 Scheduling Agreements in SAP Ariba Supply Chain Collaboration for Buyers
608
11.4.5 Scheduling Agreement Release Collaboration
608
11.4.6 Contract Manufacturing Collaboration
612
11.4.7 Order Collaboration Process for Direct Materials
614
11.4.8 Purchase Order Line Item Views
614
11.4.9 Invoice Enhancements for Self-Billing in the Ariba Network
615
11.4.10 Consignment Collaboration
615
11.4.11 Conducting Transactions in SAP Ariba Supply Chain Collaboration for Buyers
616
11.5 SAP Ariba Cloud Integration Gateway
635
11.5.1 SAP Cloud Platform Integration and SAP Ariba Cloud Integration Gateway
638
11.5.2 Backend Configuration
642
11.5.3 General Configuration
646
11.5.4 Ariba Network Integration
650
11.5.5 Additional Integration Options for Older Versions of SAP ERP
654
11.5.6 Integration Pointers for SAP ERP and SAP Business Suite
656
11.5.7 SAP Master Data Integration in SAP ERP
658
11.5.8 SAP Ariba Sourcing Integration
658
11.5.9 SAP Ariba Procurement Integration in SAP ERP
662
11.5.10 SAP Ariba Cloud Integration Gateway Extensions
670
11.5.11 Migrating to SAP Ariba Cloud Integration Gateway
670
11.6 Summary
672
12 Conclusion
673
12.1 Summary
673
12.2 The Future of Procurement Solutions
676
12.2.1 Procure-to-Pay and Order-to-Cash Processes
676
12.2.2 In-Memory Computing, Real-Time Analytics, Machine Learning, and Decision-Making
677
12.2.3 Big Data
677
12.2.4 Blockchain
677
12.2.5 Consumer-Grade User Experiences
678
12.2.6 SAP’s Intelligent Enterprise
678
12.2.7 Conclusion
679
The Authors
681
The Contributors
682
Index
683