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Release Strategy Configuration, Purchase Order Procedure in SAP

What is Release Strategy?

SAP has introduced the concept of Release Strategy to control the process of purchasing. When a Purchase order is made it is not directly sent to the vendor first it requires approval from other departments in order to avoid any inconvenience or unauthorized transactions.

For this reason, it is very important to control the procurement process by approval of the purchase order. This approval is known as Release Strategy. In other words, Release Strategy is used to approve the Purchasing document.

For example, we are making a release strategy for the following release conditions:

Case 1: If the Order value is <= 20000 then it is released by Gen. Manager.

Case 2: If the Order value >20000 and <= 60000 then it is released by Gen. Manager and Manager.

Case 3: if the Order value is > 60000 then it is released by Gen. Manager, Manager, and Team Lead.

Process Flow of Release Strategy

Create Characteristics-> Create Class-> Define Release Procedure for Purchase Order (Create Release Groups-> Create Release Codes-> Release Indicators-> Create Release Strategies)

The main table required for the Release Strategy is:

  1. Purchase Order: RFQ
  2. Outline Agreement: CEKKO
  3. Purchase Requisition: CEBAN

To get all the information required for creating the Characteristics table CEKKO is very important.

Goto table CEKKO by T.Code SE11 or SE12.

Select the Database table field as CEKKO for Purchase Order and press the Display button.

Steps to configure Release Strategy for Purchase Order

Define Characteristic

Characteristics define the property of the object.

For example in the case of Purchase Order, we are using characteristics Purchase Organization, Purchase Group and Net Value etc.

The value of the characteristics can be in character format, numeric format, alphanumeric format, or date format.

Steps to create characteristics for a release procedure for Purchase Orders.

Step 1: In the command box type SPRO ->  Sap IMG -> Material Management -> Purchasing -> Purchase Order -> Release Procedure For Purchase Orders -> Edit Characteristics

or T.Code CT04 is used for creating Characteristics

Step 2: On the Characteristics, screen create a characteristic for each field for your release strategy.

In the Characteristics tab type the names for the characteristic, you can give any name.  For example Characteristic:  P_DOC1

and select the create icon or press enter button then comes the screen asking, Do you want to create the characteristic?  Press the Yes button.

Step3: On the Create Characteristic screen fill in the required information for the Addnl. data tab.

  • Table Name: Type the as CEKKO
  • Field Name:  Type here  BSART.

Select the Basic data tab

Value assignment: Select the Multiple Values option.(If the characteristic has only one value then Select Single Values option and if it has more than one value or range of values then select the Multiple values option.)

Select the Descriptions tab it shows the description of the characteristic.

Select the Restrictions tab and select Class Type as 032  for release strategy.

Step 4: Press the Save button and the Characteristic P_DOC1 is saved.

This way our first characteristic P_DOC1 is created, in the same way we are creating two more characteristics.

Similarly, create two other characteristics

  1. P_ORG for Purchasing Organization where all the steps are the same except the Addnl. data field. Select the table name as CEKKO and field name as EKORG.
  2. PO_ TOTAL VALUE for Purchase order Net value where few steps are different. Select the table name CEKKO and field GNETW for purchase order net value.

  1. Data type: Select as Currency Format
  2. Number of Chars. : Select 15 as shown in the above table CEKKO.
  3. Currency: Please mention INR as a currency for the characteristic, since this field is related to numbers and net value of purchase order.

In the Value Assignment block

  1. Select the Multiple Value radio button for more than one value.
  2. Tick the check box “Interval vals allowed” for a numeric range of values.

Steps to Create Classes for Purchase order Release Strategy

After creating Characteristics the next step is to assign them to the classes.

The class contains a list of all the characteristics we have created.  It is created under the class type 032 which is the class type for release strategy.

Steps to create Classes for a release procedure for purchase orders.

Step 1: In the command box type SPRO->  SAP IMG-> Material Management-> Purchasing-> Purchase Order-> Release Procedure For Purchase Orders-> Edit Class

In the step "Define Release Procedure for Purchase Orders" you assign this class to the release strategy.

or Goto T.Code CL02 to create the Class.

Step 2: On the Class, screen fill in the required fields:

  1. Class: Type the name of the class you can choose any name. For example MM_PO_RS
  2. Class Type: 032 for release strategy

Then press the Create icon.

Step 3: On Create Class screen select the Basic data tab

  1. Description: Type the appropriate description of the class.

Select the Char. tab and assign the characteristics to the class.

In the Char. field type the name of the characteristics you created earlier.

  1. P_DOC1
  2. P_ORG

Then press the Save button.

Steps to define Release Strategy for Purchase Order

Release Group -> Release Codes -> Release Indicator -> Release Strategies (Release Pre-requisite -> Release Status -> Classification -> Stimulation)

After creating the classes the next step is to configure the elements required in Release Strategy.

  1. Release Groups
  2. Release Codes
  3. Release Indicator
  4. Release Strategies
  5. Workflow

Steps to configure Release Groups

After creating Class it is assigned to the Release Group. The same class is assigned to all the Release Group.

Step1: Goto SPRO -> Sap IMG -> Material Management -> Purchasing -> Purchase Order -> Release Procedure for Purchase Orders -> Define Release Procedure for Purchase Orders

Select Release Groups from the Select Activity screen

Step 2: On Change View “Release Groups: External Purchasing Document”: Overview screen select New Entries button.

  1. Rel. Grp: Here type the name of the release group. It is a two-digit alphanumeric code. Here we are creating the release groups B1, B2, and B3.
  2. Class: Here type the name of the class which we have created earlier. For example MM_PO_RS.
  3. Description: Here type the description about the release group.

Then press the Save button.

Steps to configure Release Codes

Release Code is the approver of the release strategy. The person responsible for releasing the purchase order is the Release code. It is a two-digit code assigned to the respective officer. For example General Manager, Manager, Team Lead, etc.

Step 1: Goto SPRO -> Sap IMG -> Material Management -> Purchasing -> Purchase Order -> Release Procedure for Purchase Orders -> Define Release Procedure for Purchase Orders ->

On  the Select Activity, screen choose Release Codes

Step 2: On the Change View “Release Codes: External Purchasing Documents”: Overview screen select New Entries tab.

Step 3: On the New Entries: Overview of Added Entries screen fills the important fields.

  1. Grp: Here type the code of the release group you created. For example B1.
  2. Code: Here you can type any two-digit code for your release group. For example A1.
  3. Description: Here type the description of the release code.

Click the Save button.

Steps to configure Release Indicator

Release indicators tell us the status of the Purchase Order whether it is released or not. Mainly there are two types of Release Indicators: Released and Blocked and there is one more indicator: Partial Release.

  1. Released: When all the levels are approved.
  2. Blocked: When all the levels are not approved.
  3. Partial Release: When  Only one or two levels are approved.

Step 1: Goto SPRO -> Sap IMG -> Material Management -> Purchasing -> Purchase Order -> Release Procedure for Purchase Orders -> Define Release Procedure for Purchase Orders ->

On Select, Activity screen choose the Release indicator

Step 2: On Change View “Release Indicator: Purchasing Document”: Overview screen here we are taking two release indicators.

For Release ID 2 select the Chgable value 1(which cannot be changed)

For Release ID 3 select the Chgable value 4(it can be changed)

Press the Save button

Steps to configure Release Strategies:

As per the business requirements, we decide how many release strategies we require.

Step 1: Goto SPRO -> Sap IMG -> Material Management -> Purchasing -> Purchase Order -> Release Procedure for Purchase Orders -> Define Release Procedure for Purchase Orders ->

On the Select Activity, screen choose Release Strategies

Step 2: On Change View “Release Strategies: External Purchasing Documents”: Overview screen select New Entries button

Step 3: On the New Entries: Details of Added Entries fill the required information.

  1. Release Group: Type here the name of the release group. For example B1.
  2. Release strategy: Type here the name of the release strategy. For example  P1.
  3. Description: Type here the name of the release strategy we created earlier. For example MM_PO_RS.

Click on the Release Prerequisites button

and press the Continue button. After that click on the Release Statuses button.

and press the Continue button. Then click on the Classification button to select the Classification values for the selected characteristics in release class.

Select the values which you want to involve in the release strategy.

and press the Save button.

Click on the Release Stimulation button to stimulate the release strategy.

press Stimulate release button

If you select Release already effected and press Set/reset release button you will find that Release is possible.

In a similar way create Release Strategies for other approvers P2 and  P3.

Here the Release Statues show that if all the release codes  A1, A2, and A3  are approved then the Purchase Order is released.


  • 19 Aug 2008 7:00 am Bharat Best Answer

    How to Configure PO Release Strategy?

    The aim of the SAP purchase order release procedure is to replace the manual written authorization procedures. An electronic signatures is used instead, maintaining the dual control principle. The person responsible for the processes of the requisition or other purchasing document in the system have to approve by marking an "electronic signature" which can give the document legal force for further processing.

    Briefly, this is how the purchase order release strategy works 

    The release code is a two character ID allowing a person to release (clear, or approve) a requisition or an external purchasing document. The release codes is basically controlled via a system of authorizations (authorization object M_EINK_FRG).

    Use SE12, structure CEKKO to check all the fields available for controlling the Purchase Order.

    An example of configuring a Purchase Order Release Strategy

    If the total value for the Purchase Order exceeds 10,000, release strategy 01 is assigned to the Purchase Order. There is only one characteristic created in this example. 

    For controlling the Purchase Order type, create characteristic for CEKKO-BSTYP and the value NB.

    Steps for configuring the PO release strategy

    Create the PO Characteristic

    Transaction code: CT04 - Create Characteristic e.g. NETVALUE 

    • Click Additional data tabstrips
    • Table name CEKKO Field name GNETW and press enter and you will see this information message:-
    • Format data taken from Data Dictionary (press enter) for currency dependent field, you are prompt to enter the currency which the system then converts the currency of the Purchasing document into this currency.
    • In the Basic data tabsritps (X refers to tick),
    • X Multiple values
    • X Interval values
    • In the Value data, in the Char. value column, type >=10000 (equal or greater than 10000) and press enter
    • Save your data

    Create the Class of the PO Release Strategy

    Transaction code: CL02 - Class 

    • Class - Create REL_PUR
    • Class type - 032
    • Click Create button
    • Description - Release Procedure for Purchase Order
    • In the Same Classification section, click Check with error
    • In the Char. (characteristic) tabstrips, type NETVALUE to assign your characteristics to the class
    • Save your data and this message will appear:-
    • Class type 032: Class REL_PUR created

    Define the Release Procedure 

    OMGS - Define Release Procedure for Purchase Order Type

    Release Group - New entries

    • Rel. Object Class Description
    • 02 REL_PUR Rel. Strategy for PO
    • Save your entries.

    Release codes - New entries

    • Grp Code
    • 02 01
    • Save your entries.

    Release indicators - New entries

    • Release indicators Release Description
    • 0 Blocked
    • 1 X Release
    • Save your entries

    Release Strategy - New entries

    • Release group 02
    • Rel.strategy 01 - Release
    • Release codes 01
    • Release status 0 - Blocked

    1 - Release

    • Click the Release prerequisities button
    • Click the Release statuses button the click the Continue button
    • Click the Classification button
    • Choose your check values
    • Click the Back button
    • Save your entries

    Check your PO release configuration

    Finally, check your PO Release Strategy configuration to make sure that there are no errors.

    OMGSCK - Check Release Strategies (make sure there are no error messages)

    Once the Purchase Order is not released, buyers will not be able to print the Purchase Order.

    Goods Receipts will be shown with Message no. ME 390 - Purchasing document XXXXXXX not yet released.

    In 4.6c, Purchase Order with Release Strategy has a tab at the end of the Header. This allowed the buyers to check the release status of the Purchase Order.

    The person with the release authorization has to use ME28 to release the Purchase Order.

  • 14 Aug 2008 4:46 am Guest
    Dear sir/madam,
    I already finished configing the release strategy procedure and checked it successfully. But I don't know why when I created the new PO meeting these characteristics, I also could receipt goods no need to release. Maybe my release strategy didn't affect on my PO. Are there anymore steps to make it active. Please show me step by step.
    Thanks in Advance !!!
    Anh Nguyen,
  • 06 Sep 2008 12:40 pm Maurice Olunja
    I configured a release strategy but when is used OMGSCK to confirm,it was showing me that the configuration was sucesful yet i had errors. How do i go about it
  • 22 Sep 2008 11:30 am Guest

    i have configured the releas strategy, however the PO does not pick up the strategy on a particular purchasing group, but when i change the purchasing group the release is effected?
  • 15 Oct 2008 9:47 pm Guest

    Any way to have more than 8 release codes in a strategy?

  • 22 Nov 2010 12:20 pm Guest

    I am chetan shah.

    I want to configure release stretagy for purchase order. We have so many plants and I want to have configure p.o. approval plant wise. We have 3 plant incharge for each plant 1> jr. level 2. Sr. Leval and 3 is Director which is common for all plant. I want to configure PO approval person wise. for example

    plant A jr. incharge x sr. incharge y and 3rd approval is D

    plant b jr. incharge aa sr. incharge bb and 3rd approval is D

    now i want x & y can approve only project A PO
    while AA & BB can approve project B PO

    3rd level will be common for D

    Can you explain how can i configure it

    22nd Nov.2010
  • 23 Nov 2010 12:24 pm Guest
    quotations received from different vendors and the comparative statement is prepared and the vendor is finalised for the particular work. I need release strategy on the basis of the value, with out raising the PR and I wish to know whether it is possible in SAP.any one can answer for my quories.

  • 23 Jan 2014 4:33 am Guest

    I have a new buyer, she should be able to release purchase orders up to certain amount, But her all orders are stuck and need to released, How can i correct that so her orders are not stuck.
    When I click on her PO message it is a yellow flag meaning the order is not faxed. (NFAX)

    What do I need to correct?

  • 16 Jul 2017 11:53 am Heeji Beeji


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