Supplier Evaluation and Performance Monitoring (SL4 - DE)

Supplier Evaluation and Performance Monitoring (SL4_DE) CUSTOMER
Purpose © 2017 SAP SE or an SAP affiliate company. All rights reserved. 1

Test Script CUSTOMER
SAP S/4HANA - 09-08-17
Supplier Evaluation and Performance Monitoring

(SL4_DE)
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
3 Preliminary Step 6
3.1 Create Question Library for Supplier Evaluation 6
4 Overview Table 7
5 Test Procedures 8
5.1 Create Sections and Questions in Question Library 8
5.2 Create Evaluation Questionnaire 9
5.3 Create group-based Evaluation Template 10
5.4 Start group-based Evaluation 12
5.5 Maintain Evaluation Response as Appraiser 13
5.6 Display Scorecards 14
5.7 Display Supplier Evaluation by Questionnaire 15
6 Appendix 17
6.1 Process Integration 17

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 the scope item after solution deployment, reflecting the predefined scope of the solution. Each process step is covered in its own section,
providing the system interactions (that is, test steps) in a table view. Steps that are not in scope of the process but are needed for testing are marked accordingly (see the Test Step column).
Customer-project-specific steps must be added.

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.
-Suppliers must exist in the system.
2.1 System Access

The test should be conducted with the following system:
System Details
System Accessible via the 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.
The user must be an employee user as there are sending/receiving email scenarios. For the steps of user configuration, please refer to the sections in the Administration Guide for the Implemen-
tation of SAP Best Practices for SAP S/4HANA (1709 FPS0) Admin Guide: Creating approvers.
Business Role Name Business Role ID As Delivered by SAP Log On

Buyer SAP_BR_BUYER
Add additional role /SRMSMC/EVALUATION_APPRAISER in the backend system for S/4HANA only
Employee_Procurement SAP_BR_EMPLOYEE_PROCUREMENT
Add additional role /SRMSMC/QUESTIONNAIRE_MANAGER in the backend system for S/4HANA only

Prerequisites © 2017 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 vendors, 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
Vendor 10300001
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 (Op- Start with the Quality Management in Procurement process and then continue with the KPIs in section "Display Supplier Evaluation by
tional) Questionnaire".

Prerequisites © 2017 SAP SE or an SAP affiliate company. All rights reserved. 5
3 Preliminary Step
3.1 Create Question Library for Supplier Evaluation
Use
In this step, you use a report to create the question library that you can later use in supplier evaluation questionnaires.
Standard settings: No standard settings exist.
1. Access the activity using one of the following navigation options:
Table 1:
IMG Menu Transaction
Code
Materials Management-> Purchasing->Supplier and Category Management-> Supplier Evaluation->Basic Settings for Supplier Evaluation->Create Question Library for SPRO
Supplier Evaluation
2. Specify the language that you want to use as the original language for all questions. Note that this cannot be changed once the question library has been created.
3. Choose Execute.

Preliminary Step © 2017 SAP SE or an SAP affiliate company. All rights reserved. 6
4 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

Create Sections and Questions in Question Library Buyer Manage Questions - Evaluation Sections and questions in question library is created.
[page ] 8
Create Evaluation Questionnaire [page ] 9 Buyer Manage Questionnaire - Evaluation A new questionnaire is created.
Create group-based Evaluation Template [page ] 10 Buyer Open Manage Templates - Evalua- The group-based evaluation template is created.
tion
Start group-based Evaluation [page ] 12 Buyer Manage Templates - Evaluation The group-based evaluation is started.
Maintain Evaluation Response as Appraiser [page ] 13 Employee_Procure- Evaluate Suppliers The Evaluation response is created.
ment
Display Scorecards [page ] 14 Buyer Display Scorecards The group-based evaluation is completed.
Display Supplier Evaluation by Questionnaire [page ] 15 Buyer Supplier Evaluation by Question- The scores are displayed in Supplier Evaluation by Questionnaire
naire app.

Overview Table © 2017 SAP SE or an SAP affiliate company. All rights reserved. 7
5 Test Procedures
This section describes test procedures for each process step that belongs to this scope item.
5.1 Create Sections and Questions in Question Library
Use
In this activity, you create sections and questions in the question library.
If you do the testing first time, please do the steps as below link: https://jam4.sapjam.com/groups/g6gjub3IhWo5X7Bz9c7Tbq/docu-
ments/qBGX23MNX1k6LRJbcT9NVT/slide_viewer
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 In the Supplier Evaluation group, open the Manage Questions - The question library of evaluation is displayed in a new window to
Fiori App Evaluation app. maintain sections and questions.
3 Create Several Go to the tab Sections. All data is entered.

Sections 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 ques- No error or warning messages come up.
tion for each question type.

Test Procedures © 2017 SAP SE or an SAP affiliate company. All rights reserved. 8
Step # Comment
Enter the Question Details. Ensure that some questions allow at-
tachments and/or comments.
Save your changes.
5 Save Question Li- Select Save. New questions and sections are created.
brary A message "Data saved successfully" is displayed.
Result
Sections and questions in question library is created.
5.2 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 Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.
Use
In this activity an evaluation questionnaire is created.

Procedure

Step # Comment
2 Access the SAP Fiori In the Supplier Evaluation group, open Manage Questionnaire - Evaluation app. The Manage Questionnaire is displayed.
App
3 Create new question- Select Create. Create New Questionnaire screen is opened
naire Maintain new questionnaire by entering at least a questionnaire name, sections, and in a new window.
questions. All data is entered.
Search for your previously created sections and questions. A questionnaire with all types of questions
Add questions of all types. Mark some questions as mandatory and/or disqualifying. is defined.
Enter weighting factors where possible. No error or warning messages come up.
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 Release the evaluation questionnaire. A new evaluation questionnaire is created.
questionnaire
Result
A new questionnaire is created.
5.3 Create group-based Evaluation Template
Test Administration

Business Role(s)
Use
In this activity, you create an evaluation template.
Procedure

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 In the Supplier Evaluation group, open Manage Templates - Evaluation app. The Manage Templates
App app is displayed.
3 Maintain new group- Choose Create button. Maintain the new group-based evaluation template by entering at least a name, an All data is entered.
based evaluation tem- appraiser （for example: Employee procurement) and a supplier and by assigning your previously created No error or warning
plate
evaluation questionnaire. messages come up.
Ensure that you add an appraiser for which you have a user with a maintained e-mail address.
Maintain a Questionnaire Introduction.
On the tab Questionnaires, add score information.
Save the entries.
4 Release group-based Choose the Release button to release the group-based evaluation template. A new evaluation tem-
evaluation plate is created.

Result
The group-based evaluation template is created.
5.4 Start group-based Evaluation
Test Administration
Business Role(s)
Use
In this activity, you start a group-based evaluation.
Procedure

Step # Comment
2 Access the SAP Fiori App In the Supplier Evaluation group, open Manage Templates - Evaluation The Manage Templates app is displayed and the
app. group-based evaluation template is open.
Select your previously created and released group-based evaluation tem-
plate and click on the name that is displayed as a link.

Step # Comment
3 Start Group-Based Evalua- Choose Start Group-Based Evaluation. The Group-based Evaluation Request is displayed.
tion
4 Maintain the group-based Maintain the group-based evaluation request by entering at least an Eval- - A Group-based Evaluation Request is created.
evaluation request uation Request Name and a Period to Be Evaluated.
Choose Submit Evaluation Request..
Result
The group-based evaluation is started.
5.5 Maintain Evaluation Response as Appraiser
Test Administration
Business Role(s)
Use
In this activity, you start a group-based evaluation.

Procedure

Step # Comment
1 Log on Log onto the SAP Fiori launchpad as a Employee_procurement. The SAP Fiori launchpad is displayed.
2 Access the SAP Fiori In the Supplier Evaluation group, 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 entered.

Save your changes. No error or warning messages come up.
4 Submit the evalua- Submit the evaluation response. The group-based evaluation response is submit-
tion response ted.
Result
The Evaluation Response is created.
5.6 Display Scorecards
Test Administration
Business Role(s)

Use
In this activity a scorecard is displayed.
Procedure
Test Step Test Step Name Instruction Expected Result Pass / Fail / Com-
# ment
2 Access the SAP Fiori In the Supplier Evaluation group, select the Display Scorecards 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 are dis-
played.
Result
The group-based evaluation is completed.
5.7 Display Supplier Evaluation by Questionnaire
Test Administration
Business Role(s)

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

Step # Comment
2 Access the SAP In the Supplier Evaluation group, select the Supplier Eval- The questionnaire score for all suppliers that have corresponding evaluation
Fiori App uation by Questionnaire app. Click Go button. scorecards for the defined time frame (last 365 days) are displayed.
Find the corresponding supplier, for which questionnaires
were filled out and check the score.
3 Check Document Click on the respective supplier and select "Document". All evaluation scorecards for the supplier in the given timeframe are listed.
View
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 "display
scorecards".
Result
The scores are displayed in Supplier Evaluation by Questionnaire app.

6 Appendix
6.1 Process Integration

Appendix © 2017 SAP SE or an SAP affiliate company. All rights reserved. 17
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 .

Appendix © 2017 SAP SE or an SAP affiliate company. All rights reserved. 18
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Supplier Evaluation and Performance Monitoring (SL4_DE) CUSTOMER

Purpose © 2017 SAP SE or an SAP affiliate company. All rights reserved. 1