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Creating a shopping cart in the new UI

May 9, 2014 | 1,316 Views |
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This document explains the various ways a shopping cart can be created in the new SRM UI.

Through Cross-Catalogue Search

Login to the new UI and click on the ‘Search’ tab.
Cross Catalogue Search1.png

Enter the search term in the search box as shown above and hit Enter. The system searches for the item across MDM Catalogues, punchout catalogues and product master in the SRM system and displays the search results. The search result can be filtered along some of the standard attributes like price, category, catalogue, supplier, etc. The results can be sorted by ‘Relevance’, ‘Ascending Price’ or ‘Descending Price’ as shown in the figure below.

Cross Catalogue Search2.png

Click on the item to view the image (s) if any and further information on the item. The information on the item is classified into section like ‘General Description’, ‘Sustainability Details’, ‘Technical Specifications’, ‘Reviews’.

Cross Catalogue Search3.png

Enter the desired quantity of the item in the field provided and click on ‘Add to Cart’ button. The item will be added to the mini shopping cart on the right side of the screen.

Cross Catalogue Search4.png

Click on the ‘Order Cart’ button to order the cart. The details of the shopping cart will be adopted from the ‘User Settings’ or the default attributes from the
Organisation structure. The item details can be viewed by clicking the ‘Review Cart’ button. The shopping cart number will be displayed as shown above. Click ‘Done’.

Through Direct Catalogue Purchase

Login to the new UI and click on the ‘Catalogs’ tab. The MDM and punch-out catalogues configured in the system are displayed to the user.

Catalogue 1.png

Click on the catalogue links to go the catalogue. SAP has not introduced any changes in the catalogue purchasing in the new UI and hencethe user experience will remain the same in case of selecting and checking out the items from the MDM and punch-out catalogues.

Catalogue 2.png

Once the item is checked out from the MDM or punch-out catalogue, the item is added to the mini shopping cart. Click on the ‘Order Cart’ button to order the cart. The details of the shopping cart will be adopted from the ‘User Settings’ or the default attributes from the Organisation structure. The item details can be viewed by clicking the ‘Review Cart’ button.

Through Can’t Find (Describe Requirement)

Login to the new UI and click on the ‘Can’t Find’ tab.

Cant Find1.png

Enter the description, internal note, product category,quantity, unit of measure, price, currency, delivery date and the preferred supplier. Click on ‘Add to Cart’ button to add the item to the mini shopping cart. To review the item in the cart, click on the ‘Review Cart’ button in the mini shopping cart.

Review Cart

Upon clicking the ‘Review Cart’ button, an overview of the shopping cart is displayed.

Review Cart 1.png

The overview screen displays the list of items with the ‘General Data’ on the left hand side panel. The ‘General Data’ contains information like Shopping cart number, Shopping cart name (editable), Shopping cart status, delivery address, account assignment, approval overview and the total value of the cart.

To get the details of each of the items in the cart, click on the ‘Item Details’ button against the desired line item. The item detail is split into sections. The sections are ‘Item Data’, ’Service & Delivery’, ‘Shipping Address’, ‘Account Assignment’, ‘Source of Supply’ and ‘Approval Process Overview’

Review Cart 2.png

The information in each of the sections is as shown below:

Review Cart 3.png

Review Cart 4.png
Review Cart 5.png

Review Cart 6.png

Review Cart 7.png

Through My Favourites

Login to the new UI and click on the ‘My Favorites’ tab. ‘My Favorites’ contains list of the items that the user has marked as his/her favourite. These are items frequently bought by the user. To mark an item as favourite, the user has to first search for the item in the ‘Search’ tab and then click on the favourite (STAR ) button.

My Fav 1.png

All items marked as favourites are found in the ‘My Favourites’ tab. Edit the quantity field for the item and click on ‘Add to Cart’ button to add the item to mini shopping cart.

My fav 2.png

The details of the shopping cart will be adopted from the ‘User Settings’ or the default attributes from the Organisation structure. The item details can be viewed by clicking the ‘Review Cart’ button. The shopping cart number will be displayed as shown above. Click ‘Done’.

Through Templates

Template shopping cart can be created by the Operational Purchaser and is then published to the users. Such shopping carts appear in this tab. The user can create shopping carts from these templates.

My Carts

Login to the new UI and click on the ‘My Carts’ tab. ‘My Carts’ contains a list of all the shopping carts created by the user. The user can select items from these shopping cart sand add them to mini shopping cart to create shopping carts.

Click on the ‘Expand’ button next to the required shopping cart.

My Carts 1.png

Select the required items by checking the box against the corresponding line items. Then click on the ‘Add Items to Cart’ button to add the items to the mini shopping cart.

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13 Comments

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  1. Former Member

    Hi Yateesh,

    First things first – a fantastic post! I wish I had found this post when i was deploying/configuring the UI/NXP- add-ons to give more clarity (and inspiration 🙂 )

    Now I’m past that and at a stage where the UI is configured and the cross-catalog/enterprise search is ready and I can query and get results in display (UI). I can then successfully select items and add them to mini-cart.

    However –

    There are two issues that I’m facing:

    1. I am unable to then Order from Cart – meaning on clicking “Order/Review Cart” buttons, I get an error: “The document is released and not changeable“.
    2. When I click on the settings icon (gear icon,  top right-most corner), I get an error:

    Property ‘VALUE_OUT’ of data object ‘SRMShoppingCartItem’ has no EDM type assigned.



    A little bit of context to help understand the problem better:


    While troubleshooting the above problem with ‘Review Cart’ I tampered with the SC number range intervals in customizing (configuration). Both the temporary and the regular SC number intervals, although I have since reset them back to what they originally were.


    Earlier the ‘Review Cart’ functionality wasn’t working now I find that even ‘Order Cart’ doesn’t work. And I don’t see any carts in “My Carts” section. I was able to see them earlier before I deleted them all.


    It appears to be that a SC has been created and is stuck because the number range was tampered with.


    Would you have any inputs on troubleshooting the above two issues?


    Thanks,

    Praveen.

    (0) 
    1. Former Member

      Hi Praveen,

      Could you tell me how to create Shopping Cart using Product Master( non-catalog items), i mean product masters that are replicated from SAP ECC to SAP SRM just like we use to do Add: Internal Goods or Services option in SRM 7.0 Webdynpro screens

      I dont know how to use the search and what to enter in the search term under “Search”

      I tried entering item description in the search terms for a part for one of the valid product category but the screen keeps on searching infinitely in an endless loop.

      Please guide at the earlest.

      Regards,

      Ankur

      Thanks

      Ankur

      (0) 
      2. Former Member

        Hi Ankur,

        Before you can order items from Product Master via the new UI add-on there are a few pre-requisites:

        Please check/implement the below –

        1. Have you already extracted the PM into staging tables and then indexed the data?If not, go to catalog extractor (SRM UI add-on -> Upload Catalog data), select Product Master and perform an extraction. Depending on the volume of data you have this might take couple of hours or get done sooner.
        2. Once this is done you want to check and confirm that the data indeed has come into your staging tables. The main table is /SRMNXP/CAT_ITM.
        3. When the data is available in the staging table you are ready to now index the data using Enterprise/Embedded search. Use transaction ESH_COCKPIT to go to the enterprise search cockpit and create connectors using the available models (The UI cookbook has more details there).
        4. Once the connectors are created, you would need to index them and when it completes you will see the optimized entries against each connector.
        5. You can then check whether the search items return by performing ESH_SEARCH. If yes, then you should be then able to see them via UI as well in the UI add-on portal (BSP page).

        In case you are not able to see  items even after implementing all the above, there are couple of notes related to Product Category corrections in the models that you would need to implement.

        Do try the above and let me know if you need the note numbers.

        Best,

        Praveen.

        (0) 
        1. Former Member

          Praveen, Can I know whether your issue is resolved. We are also having the same issue. Copied Material Master to SRM and then to UI5 staging tables. Configured Trex for Cross Catalog Search. When I ran the report “ESH_TEST_SEARCH” with object type “SRMNXP02_CATALOG” no errors. After all this set up  the Shopping Search is not working and Product Category drop down is not getting populated. We are not using any MDM or punch out catalogs. With SRM Product Master we want to have Search working. Please guide if I need to do any config to get this search working. Can you let me know what you have configured in “Define External Web service” in SPRO to get catalog working.

          Thanks,

          Venu,

          (0) 
  2. Former Member

    HI,

    However, we have noticed that this problem occurs when items are added

    to mini-cart and session is closed without saving the items or placing the

    order. Next time when user opens a new session (after a time-gap), the

    older items still exist in mini-cart (sticky) and cannot be either

    deleted or converted to an order.

    Could you please suggest,thanks

    (0) 
  6. Former Member

    Hi,
    I’ve just done config for SAP UI5 add-On but  am getting error message ” No Connection to repository, establish connection to loaded repository”  when trying content from MDM catalogue.

    Regards,
    Maggie

    (0) 

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