PLM220 - Project Management..Logistics

PLM220 Project Management - Logistics

Partner

Education Website

Use

SAP

Only

Internal

Date Training Center Instructors

SAP

Course Version: 2005 Q2 Course Duration: 5 Day(s) Material Number: 50074218

An SAP course - use it to learn, reference it for work

Only

Internal

Use

Partner

Participant Handbook

Copyright Copyright © 2005 SAP AG. All rights reserved. No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP AG. The information contained herein may be changed without prior notice. Some software products marketed by SAP AG and its distributors contain proprietary software components of other software vendors.

Partner SAP Use

•

ORACLE® is a registered trademark of ORACLE Corporation.

•

INFORMIX®-OnLine for SAP and INFORMIX® Dynamic ServerTM are registered trademarks of Informix Software Incorporated.

•

UNIX®, X/Open®, OSF/1®, and Motif® are registered trademarks of the Open Group.

•

Citrix®, the Citrix logo, ICA®, Program Neighborhood®, MetaFrame®, WinFrame®, VideoFrame®, MultiWin® and other Citrix product names referenced herein are trademarks of Citrix Systems, Inc.

•

HTML, DHTML, XML, XHTML are trademarks or registered trademarks of W3C®, World Wide Web Consortium, Massachusetts Institute of Technology.

•

JAVA® is a registered trademark of Sun Microsystems, Inc.

•

JAVASCRIPT® is a registered trademark of Sun Microsystems, Inc., used under license for technology invented and implemented by Netscape.

•

SAP, SAP Logo, R/2, RIVA, R/3, SAP ArchiveLink, SAP Business Workflow, WebFlow, SAP EarlyWatch, BAPI, SAPPHIRE, Management Cockpit, mySAP.com Logo and mySAP.com are trademarks or registered trademarks of SAP AG in Germany and in several other countries all over the world. All other products mentioned are trademarks or registered trademarks of their respective companies.

Disclaimer THESE MATERIALS ARE PROVIDED BY SAP ON AN "AS IS" BASIS, AND SAP EXPRESSLY DISCLAIMS ANY AND ALL WARRANTIES, EXPRESS OR APPLIED, INCLUDING WITHOUT LIMITATION WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE, WITH RESPECT TO THESE MATERIALS AND THE SERVICE, INFORMATION, TEXT, GRAPHICS, LINKS, OR ANY OTHER MATERIALS AND PRODUCTS CONTAINED HEREIN. IN NO EVENT SHALL SAP BE LIABLE FOR ANY DIRECT, INDIRECT, SPECIAL, INCIDENTAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES OF ANY KIND WHATSOEVER, INCLUDING WITHOUT LIMITATION LOST REVENUES OR LOST PROFITS, WHICH MAY RESULT FROM THE USE OF THESE MATERIALS OR INCLUDED SOFTWARE COMPONENTS.

Only

Internal

IBM®, DB2®, OS/2®, DB2/6000®, Parallel Sysplex®, MVS/ESA®, RS/6000®, AIX®, S/390®, AS/400®, OS/390®, and OS/400® are registered trademarks of IBM Corporation.

Partner

•

SAP

Microsoft®, WINDOWS®, NT®, EXCEL®, Word®, PowerPoint® and SQL Server® are registered trademarks of Microsoft Corporation.

Use

•

Internal

Only

Trademarks

About This Handbook This handbook is intended to complement the instructor-led presentation of this course, and serve as a source of reference. It is not suitable for self-study.

American English is the standard used in this handbook. The following typographic conventions are also used.

Partner

Words or characters that appear on the screen. These include field names, screen titles, pushbuttons as well as menu names, paths, and options.

Example text

SAP

Description

Example text

Emphasized words or phrases in body text, titles of graphics, and tables

EXAMPLE TEXT

Names of elements in the system. These include report names, program names, transaction codes, table names, and individual key words of a programming language, when surrounded by body text, for example SELECT and INCLUDE.

Example text

Screen output. This includes file and directory names and their paths, messages, names of variables and parameters, and passages of the source text of a program.

Example text

Exact user entry. These are words and characters that you enter in the system exactly as they appear in the documentation.



Variable user entry. Pointed brackets indicate that you replace these words and characters with appropriate entries.

iii

Internal

Only

© 2005 SAP AG. All rights reserved.

Partner

2005 / Q2

SAP

Use

Also used for cross-references to other documentation both internal (in this documentation) and external (in other locations, such as SAPNet).

Use

Type Style

Internal

Only

Typographic Conventions

About This Handbook

PLM220

Icons in Body Text The following icons are used in this handbook. Icon

Meaning

Only

Exception or caution

Indicates that the item is displayed in the instructor’s presentation.

Use

Procedures

Internal

Note or further explanation of previous point

Partner

For more information, tips, or background

SAP

SAP Only

Internal

Use

Partner

iv

© 2005 SAP AG. All rights reserved.

2005 / Q2

Contents Course Overview ............................................................................. vii

Unit 1: Introduction ............................................................................1 Project Structures............................................................................. 2

Time Scheduling with WBS Elements.................................................... 28 Scheduling of Activities and Networks ................................................... 32 Actual Dates ................................................................................. 66

Unit 3: Capacities............................................................................. 81

Use

SAP

Unit 5: Materials .............................................................................197 Assigning Material Components to Activities .......................................... 198 Processes of Material Procurement ..................................................... 226 Requirements Grouping .................................................................. 253 Assemblies, Availability Check and Delivery from Projects .......................... 258

Unit 6: Progress Tracking .................................................................281 Progress Tracking for Material Components ........................................... 282

Unit 7: ProMan ...............................................................................305 ProMan...................................................................................... 306

2005 / Q2

© 2005 SAP AG. All rights reserved.

v

Only

Internal

External Processing ....................................................................... 162 Workflows in the Project System ........................................................ 177 Service ...................................................................................... 181

Partner

Unit 4: External Activities .................................................................161

SAP

Capacities - Overview ...................................................................... 83 Available Capacity and Capacity Requirements ....................................... 93 Capacity Analysis .......................................................................... 107 Capacity Leveling.......................................................................... 117 Confirmations .............................................................................. 135

Use

Partner

Unit 2: Dates ................................................................................... 27

Internal

Only

Course Goals.................................................................................vii Course Objectives ...........................................................................vii

Contents

PLM220

Use

Partner

Only

Internal

SAP

SAP Only

Internal

Use

Partner

vi

© 2005 SAP AG. All rights reserved.

2005 / Q2

Course Overview Only

Target Audience • • •

Project managers and engineers Project teams Consultants

Use

Partner

This course is intended for the following audiences:

SAP

SAP

Course Prerequisites Required Knowledge Basic knowledge of project management from a logistics perspective PLM210 or PLM200

Partner

Use

• •

Course Goals Plan and control projects from a logistics perspective Make the necessary settings in Customizing

Only

Internal

This course will prepare you to: • •

Course Objectives After completing this course, you will be able to: • • • •

2005 / Q2

Schedule projects Plan and execute internal services Trigger and edit procurement processes Procure and deliver materials for the project

© 2005 SAP AG. All rights reserved.

Internal

Course PLM220, Project Management - Logistics, includes logistics planning and control of projects. The course includes scheduling of projects; planning and realization of internal and external services; control and monitoring of processes for procurement, and supply of materials. In this course, you will also become familiar with the Customizing settings required in the SAP Project System for aspects of logistics.

vii

Course Overview

PLM220

SAP Software Component Information The information in this course pertains to the following SAP Software Components and releases:

Use

Partner

Only

Internal

SAP

SAP Only

Internal

Use

Partner

viii

© 2005 SAP AG. All rights reserved.

2005 / Q2

Unit 1 Internal

Only

Introduction Unit Overview

Partner

This chapter provides an overview of the business scenario used as an example to discuss the logistical aspects of project management in this course. You create a suitable project structure for this scenario and also clarify the various functions and processing options for work breakdown structures and networks.

Use

Unit Objectives After completing this unit, you will be able to:

SAP

Create project structures consisting of WBS elements and activities in the Project Builder

Unit Contents

Use

Only

Internal

Partner

Lesson: Project Structures ........................................................... 2 Exercise 1: Structures .......................................................... 13

SAP

•

2005 / Q2

© 2005 SAP AG. All rights reserved.

1

Unit 1: Introduction

PLM220

Lesson: Project Structures Lesson Overview In this lesson, you will learn about the various options for editing project structures You will create a project for producing a turbine using the Project Builder. You will also be introduced to Claim Management.

Only

After completing this lesson, you will be able to:

Partner

•

Create project structures consisting of WBS elements and activities in the Project Builder

Your company produces turbines. It has become evident that these turbines are too complex to produce using production orders. As an alternative, you use WBS elements and activities in the Project System.

Use

Work Breakdown Structures and Networks

SAP

SAP

Business Example

Internal

Lesson Objectives

Only

Internal

Use

Partner

Figure 1: Sample Turbine Project

2

© 2005 SAP AG. All rights reserved.

2005 / Q2

PLM220

Lesson: Project Structures

The slide shows the project that is used as an example in the course. No logistics aspects other than dates are treated at WBS element level. The logistics aspects of the project - internal and external services and material requirements for example - are planned and executed using activities. The icons in the slides correspond to those used in the SAP system for project definition, WBS elements, network headers, activities and relationships. You will find them in all transactions in the project system.

Use

Partner

Only

Internal

Internal

The work breakdown structure (WBS) forms the basis for all other planning steps in the project. The emphasis is on planning, analysis, description, control and monitoring of costs, basic dates and budget.

2005 / Q2

© 2005 SAP AG. All rights reserved.

Only

Costs, dates and payments are frequently planned using activities that are assigned to WBS elements.

Partner

Use

SAP

SAP

Figure 2: Work Breakdown Structure: Functions

3

Unit 1: Introduction

PLM220

Use

Partner

Only

Internal

Figure 3: Work Breakdown Structure: Maintenance Options

You can use the Project Builder to create and change WBS elements.

SAP Use

In addition to manual maintenance or maintenance via the hierarchy graphic (1, 2), you can also use existing project structures or standard projects as templates to copy from.

Internal

4

© 2005 SAP AG. All rights reserved.

2005 / Q2

Only

When you create a new WBS, you can use an existing WBS, a section of the project hierarchy or a standard WBS as a template to copy from. You can also incorporate WBS elements from other projects or from a standard WBS in an existing work breakdown structure (3, 4).

Partner

You can use the hierarchy graphic to change WBS elements (by double-clicking on a WBS element in the graphic). You can also create new WBS elements and insert these into the hierarchy (connect mode).

SAP

You can use the detail screens or the WBS element overview list for this purpose.

PLM220

Lesson: Project Structures

Partner

Only

Internal Use

Figure 4: Project Builder

The Project Builder is a feature in the Project System that is particularly intuitive and easy to use.

SAP Use

Only

Internal

Partner

The Project Builder consists of a processing screen divided into three parts - the structure overview at the top left, the work list at the bottom left and a display/processing area to the right.

SAP

In the Project Builder, you can create or edit WBS structures or networks individually or in an integrated manner. To maintain WBS structures and networks, you can navigate quickly and efficiently in the Project Builder, between the various views (detail and overviews), graphics, and the project planning board. This unit and the subsequent units of the course will familiarize you with the functionality of the Project Builder.

2005 / Q2

© 2005 SAP AG. All rights reserved.

5

Unit 1: Introduction

PLM220

Use

Partner

Only

Internal

Figure 5: Activities and Networks: Functions

SAP

The unit on capacities discusses internally-processed activities in detail.

Use

Only

Internal

The unit on materials explains how material components are assigned, procured and consumed in the network.

Partner

The unit on external activities deals with externally-processed activities and service activities.

SAP

You use the activities in the network to plan the labor, capacities, materials, and services that you require to carry out the various tasks in your project.

6

© 2005 SAP AG. All rights reserved.

2005 / Q2

PLM220

Lesson: Project Structures

Use

Partner

Only

Internal

Figure 6: Activities: Maintenance Options

SAP

When you create activities, you can use a standard network or an existing network as a template (3). You can also incorporate standard networks into an existing network (4).

Partner

You can use the Project Builder or the project planning board to copy a standard project or operative project (including all activities) to a new project structure (5).

Only

Internal

Use

SAP

In addition to maintaining data manually or via the network graphic (1, 2), you can use existing operative structures or standard structures as templates.

2005 / Q2

© 2005 SAP AG. All rights reserved.

7

Unit 1: Introduction

PLM220

The network graphic provides all of the functions needed to process a network (the functions for inserting activities or relationships, for example).

SAP Use

Only

Internal

Partner

The cycle analysis is a function that you can only perform in the network graphic. A cycle is a closed sequence of relationships and activities ("closed" means that when you start out from one activity, you end up back at the same activity by means of relationships). If the activity-relationship-activity path is cyclical, you will not be able to schedule the network. Cycle analysis is a tool that enables you to detect cyclical relationships and correct them.

SAP

You can call up the network graphic from various transactions in the Project System, for example in network maintenance, scheduling and in the Structure/Dates Information System.

Use

Partner

Only

Internal

Figure 7: Network Graphic

8

© 2005 SAP AG. All rights reserved.

2005 / Q2

PLM220

Lesson: Project Structures

SAP

SAP

The project planning board is particularly suitable for planning a project. It provides you with an instant overview of your project deadlines, enabling you to check your project for capacity bottlenecks. Additional options are also available for enhancing your project structure. In the following units, you will use both the Project Builder and the project planning board to edit your project.

Use

Partner

Only

Internal

Figure 8: Project Planning Board

Only

Internal

Use

Partner

2005 / Q2

© 2005 SAP AG. All rights reserved.

9

Unit 1: Introduction

PLM220

Claim Management

Use

Partner

Only

Internal

SAP Use Internal

10

© 2005 SAP AG. All rights reserved.

2005 / Q2

Only

You can enter claims directly in the SAP system or create and display them from the Internet (for example: a customer creates a claim over the Internet).

Partner

Deviations from the project plan often occur as a result of delivery problems, price fluctuations, unforeseeable capacity bottlenecks and so on. In this case, clarifying responsibilities is extremely important for the contractual partners involved. Claim Management ensures that claims resulting from deviations are prepared vis-à-vis the contractual partner and submitted at a suitable point in time. Conversely, it also provides defence against claims from the contractual partner. The Project System supports claim management with the "Claim" message type, which can be used to document deviations from your project plan, appoint persons responsible for the deviation and initiate follow-up activities.

SAP

Figure 9: Claim

PLM220

Lesson: Project Structures

You can include the following data in a claim: • • •

Only

Use

Partner

Internal

• • •

Descriptions - the cause of the deviation for example Actions and tasks to be initiated because of the deviation Persons responsible and partners by means of a link to the Partner Management function Costs incurred as a result of the deviation (cost planning using unit costing) Assigned WBS elements, SD and MM document items Assigned document info records (links to the Document Management System)

SAP

SAP Only

Internal

Use

Partner

2005 / Q2

© 2005 SAP AG. All rights reserved.

11

Unit 1: Introduction

PLM220

Use

Partner

Only

Internal

SAP

SAP Only

Internal

Use

Partner

12

© 2005 SAP AG. All rights reserved.

2005 / Q2

PLM220

Lesson: Project Structures

Exercise 1: Structures Exercise Objectives After completing this exercise, you will be able to: • Create a work breakdown structure with assigned operations • Use the project builder and the project planning board

Only Partner

You create a separate project for project manufacturing of a turbine system. In doing so, you make use of standard structures as copy templates and various functions for further processing.

Use

1.

You will use the standard structure as a template to create the project. Call up the Project Builder.

2.

Create project T-100## using the standard project T-20001 as a template. ## is a placeholder for your group number (if you are in group 3, then replace ## with 03).

SAP

SAP

Task:

Internal

Business Example

Internal

Field Name

Value

Project def.

T-100##

Start

Today

Finish

Two years from today

Project profile

2001 Turbine model group 1

Template Std proj. def.

T-20001

Enter a name for your project, and the person responsible. Maintain the data at project definition level.

Continued on next page

2005 / Q2

© 2005 SAP AG. All rights reserved.

13

Only

3.

Partner

Use

Enter the following data in the dialog box that appears:

Unit 1: Introduction

4.

PLM220

Field Name

Value

Text

Group ##, turbine A

Responsible person

##

Create two further WBS elements to record the details of the Planning of systems and instrumentation WBS element. Use the same procedure to create the second WBS element. Call it Planning of instrumentation.

5.

Display your expanded structure in the hierarchy graphic. Set the Planning element indicator for the new WBS elements.

6.

As a result of detailing the project structure, activity 2000 Planning of systems and instrumentation is now assigned incorrectly. Rename it as Planning of Systems and assign it to the appropriate WBS element.

SAP

To plan your turbine instrumentation, create an activity for the Planning of instrumentation WBS element.

Internal

Values

Text

Planning of instrumentation

Work center

2000

Work

35 hours

Normal duration

5 days

Only

8.

Field Name

Take a look at your extended network in the network graphic. Save the project. The temporary network number is then replaced.

9.

Now call up the project planning board for an integrated view of your project deadlines. Use the 1001 Elevators/Turbines project planning board and carry out time scheduling. Continued on next page

14

© 2005 SAP AG. All rights reserved.

Partner

Use

The detail screen of the new activity is displayed. Enter the following data in the detail screen:

SAP

7.

Use

Partner

Expand the display to show the entire project.

Internal

Only

Assign the new WBS element the description Planning of systems.

2005 / Q2

PLM220

Lesson: Project Structures

10. Plan the material costs for your turbine. You are still unsure as to which components you will procure in the future but you can already plan material costs for the activities. Plan the Preliminary orders activities and Material procurement plant components.

Activity

Material Planning

3000 Preliminary orders

EUR 100000

Internal

Only

Enter the following data:

3100 Material procurement System parts EUR 65,000

Use

Partner

Save your data.

SAP

SAP Only

Internal

Use

Partner

2005 / Q2

© 2005 SAP AG. All rights reserved.

15

Unit 1: Introduction

PLM220

Solution 1: Structures Task: 1.

You will use the standard structure as a template to create the project. Call up the Project Builder.

Partner

2.

SAP Menu → Logistics → Project System → Project → Project Builder (Double-click to select Project Builder)

Create project T-100## using the standard project T-20001 as a template. ## is a placeholder for your group number (if you are in group 3, then replace ## with 03). Enter the following data in the dialog box that appears: Value

Project def.

T-100##

Start

Today

Use

Field Name

Internal

Only

a)

SAP

SAP Only

Internal

Use

Partner

Continued on next page

16

© 2005 SAP AG. All rights reserved.

2005 / Q2

PLM220

Lesson: Project Structures

Field Name

Value

Finish

Two years from today

Project profile

2001 Turbine model group 1

Template Std proj. def.

T-20001

Create project T-100## using the standard project T-20001 as a template. ## is a placeholder for your group number (if you are in group 3, then replace ## with 03). Click the icon Create → Copy project.

Partner

Enter the data indicated in the dialog box that appears.

SAP

Use

• • • • •

Project definition (first line) WBS elements Activities Network header Milestone (last line)

3.

Enter a name for your project, and the person responsible. Maintain the data at project definition level. Field Name

Value

Text

Group ##, turbine A

Responsible person

##

a)

Only

Internal

The activities are grouped together in a network with a provisional number (%00000000001). This number will be replaced when you save the activities.

Select the project definition in the structure tree. Enter the data indicated in the detail screen that appears. Confirm your entries by clicking the Enter pushbutton. Continued on next page

2005 / Q2

© 2005 SAP AG. All rights reserved.

Partner

Hint: The tree structure at the left of the screen now displays various objects that have been copied from the standard project:

Use

SAP

Confirm your entries by clicking the "Create project" pushbutton.

Internal

Only

a)

17

Unit 1: Introduction

4.

PLM220

Create two further WBS elements to record the details of the Planning of systems and instrumentation WBS element. Assign the new WBS element the description Planning of systems. Use the same procedure to create the second WBS element. Call it Planning of instrumentation. a)

Position the cursor in the templates area (bottom left) and expand Individual objects if necessary.

Only

Assign the new WBS element the description Planning of systems. Confirm your entries by clicking the Enter pushbutton. The new WBS element is now displayed in the tree structure. Use the same procedure to create the second WBS element. Call it Planning of instrumentation.

SAP

5.

SAP

Confirm your entries by clicking the Enter pushbutton. Display your expanded structure in the hierarchy graphic. Expand the display to show the entire project.

Use

Partner

Set the Planning element indicator for the new WBS elements. a)

Click the Hierarchy graphics pushbutton in the Project Builder. Choose View → Completed view. Double-click the appropriate indicator. Exit the hierarchy graphic using the Back pushbutton.

As a result of detailing the project structure, activity 2000 Planning of systems and instrumentation is now assigned incorrectly.

Continued on next page

18

© 2005 SAP AG. All rights reserved.

2005 / Q2

Only

Internal

Set the Planning element indicator for the new WBS elements.

6.

Use

Partner

Enter the appropriate description in the "Text" field.

Internal

“Drag and drop” a WBS element from the templates area to the Planning of systems and instrumentation WBS element in the tree structure.

PLM220

Lesson: Project Structures

Rename it as Planning of Systems and assign it to the appropriate WBS element. a)

Position the cursor on the activity in the tree structure. Drag and drop the activity to the Planning of Systems WBS element. Change the description of the activity. Enter the new description Planning of systems in the Text field. Confirm your entries by clicking the Enter pushbutton.

Only

To plan your turbine instrumentation, create an activity for the Planning of instrumentation WBS element.

SAP

Values

Text

Planning of instrumentation

Work center

2000

Work

35 hours

Normal duration

5 days

a)

SAP

Field Name

Expand the "Activity" icon in the templates area.

Use

Enter the following data in the detail screen.

Internal

Confirm your entries by clicking the Enter pushbutton. Take a look at your extended network in the network graphic.

Partner

Drag and drop the Activity (internal) entry from the templates area to the Planning of instrumentation WBS element in the tree structure.

8.

Use

Partner

The detail screen of the new activity is displayed. Enter the following data in the detail screen:

Internal

7.

Only

Continued on next page

2005 / Q2

© 2005 SAP AG. All rights reserved.

19

Unit 1: Introduction

PLM220

Save the project. The temporary network number is then replaced. a)

Position your cursor on the network header Turbine in the tree structure. Choose Network Graphic. To call up an overview of the entire network, click the Complete view pushbutton.

Exit the network graphic using the Back pushbutton. Save the project. The temporary network number is then replaced. 9.

Now call up the project planning board for an integrated view of your project deadlines. Use the 1001 Elevators/Turbines project planning board and carry out time scheduling. a)

SAP Menu → Logistics → Project System → Project → Project Planning Board → Change Project (Double-click to select transaction)

SAP

Adapt the dates view of the planning board. Choose Adapt graphic area.

Use

Choose the Select all icon and then click Schedule.

Internal

Enter the following data: Activity

Material Planning

3000 Preliminary orders

EUR 100000

3100 Material procurement System parts EUR 65,000

Continued on next page

20

© 2005 SAP AG. All rights reserved.

2005 / Q2

Only

10. Plan the material costs for your turbine. You are still unsure as to which components you will procure in the future but you can already plan material costs for the activities. Plan the Preliminary orders activities and Material procurement plant components.

Partner

Carry out time scheduling for your project.

SAP

Enter the project and project planning board and click the Enter icon.

Use

Partner

Choose Save.

Internal

Only

If you can no longer identify details in the activity display, change it using the Activities icon and choose the small display format.

PLM220

Lesson: Project Structures

Save your data. a)

Double-click the relevant activities in the table area of the planning board. Choose the Assignments tab in the detail screen of the activity. Enter data as required. Confirm your entries by clicking the Back icon. Choose Save.

Use

Partner

Only

Internal

SAP

SAP Only

Internal

Use

Partner

2005 / Q2

© 2005 SAP AG. All rights reserved.

21

Unit 1: Introduction

PLM220

Lesson Summary You should now be able to: • Create project structures consisting of WBS elements and activities in the Project Builder

Use

Partner

Only

Internal

SAP

SAP Only

Internal

Use

Partner

22

© 2005 SAP AG. All rights reserved.

2005 / Q2

PLM220

Unit Summary

Unit Summary You should now be able to: • Create project structures consisting of WBS elements and activities in the Project Builder

Use

Partner

Only

Internal

SAP

SAP Only

Internal

Use

Partner

2005 / Q2

© 2005 SAP AG. All rights reserved.

23

Unit Summary

PLM220

Use

Partner

Only

Internal

SAP

SAP Only

Internal

Use

Partner

24

© 2005 SAP AG. All rights reserved.

2005 / Q2

PLM220

Test Your Knowledge

Test Your Knowledge 1.

You can maintain the following objects in the Project Builder: Choose the correct answer(s).

Only

Work Breakdown Structure Internal Order Maintenance Order Network Milestone Project definition

Use

Partner

A B C D E F

Internal

□ □ □ □ □ □

SAP

SAP Only

Internal

Use

Partner

2005 / Q2

© 2005 SAP AG. All rights reserved.

25

Test Your Knowledge

PLM220

Answers 1.

You can maintain the following objects in the Project Builder: Answer: A, D, E, F The Project Builder is used for maintenance of structures in the project system. Order categories other than networks cannot be edited in the Project Builder.

Use

Partner

Only

Internal

SAP

SAP Only

Internal

Use

Partner

26

© 2005 SAP AG. All rights reserved.

2005 / Q2

Unit 2 Unit Overview

Use

Partner

In this unit you learn about functions for manual and automatic planning of dates in work breakdown structures and networks. In doing so, the various Customizing settings and influential factors for scheduling are also dealt with in detail. At the end of this unit, creation of actual dates, the necessary prerequisites for this and the influence on scheduling of actual dates are discussed.

Unit Objectives Schedule dates for WBS elements using the project planning board Perform scheduling with the aid of the project planning board Set the relevant tables in Customizing Enter actual dates for WBS elements and activities

Unit Contents

Internal

2005 / Q2

© 2005 SAP AG. All rights reserved.

27

Only

Lesson: Time Scheduling with WBS Elements .................................. 28 Lesson: Scheduling of Activities and Networks .................................. 32 Exercise 2: Scheduling ......................................................... 53 Lesson: Actual Dates................................................................ 66 Exercise 3: Actual Dates from Confirmations................................ 71

Partner

Use

SAP

SAP

After completing this unit, you will be able to: • • • •

Internal

Only

Dates

Unit 2: Dates

PLM220

Lesson: Time Scheduling with WBS Elements Lesson Overview This lesson focuses on time scheduling with WBS elements You will learn about various functions that support you in time scheduling for work breakdown plans.

Lesson Objectives

Only

•

Schedule dates for WBS elements using the project planning board

Partner

Business Example Start by familiarizing yourself with the options for planning dates only for WBS elements. Take a look at how to use planning methods to simplify time scheduling.

Internal

After completing this lesson, you will be able to:

Use

Functions of Time Scheduling with WBS Elements

SAP

SAP Only

Internal

Use

Partner

Figure 10: Time Scheduling Functions

28

© 2005 SAP AG. All rights reserved.

2005 / Q2

PLM220

Lesson: Time Scheduling with WBS Elements

The following functions are available to you: • •

•

• •

Use

Partner

•

Internal

Only

• •

Sets of dates: Basic and forecast dates can be used as planned dates. Actual dates are also shown here. Check dates: You can check consistency of the dates within the project structure with or without taking activities into account. Inherit: Dates within the WBS can be inherited. Extrapolate: You can use the extrapolate function to calculate the dates for higher-level WBS elements. Shift: You can shift all of the planned dates for the WBS elements or just the dates in subhierarchies. Planning different calendars: You can use a different factory calendar for each activity or WBS element. Scheduling: The scheduling function calculates the dates for activities and networks. Planning form: You can use the planning form to extrapolate dates automatically - for example, when you save your data.

SAP

SAP

Internal

Use

Partner

Figure 11: Project Dates

Only

2005 / Q2

© 2005 SAP AG. All rights reserved.

29

Unit 2: Dates

PLM220

Basic Date Planning with WBS Elements

Use

Partner

Only

Internal

Figure 12: Basic Dates WBS

SAP Use

In the execution phase, you can enter actual dates by dragging your mouse. In the project planning board or the information system, you can compare the actual dates with the planned basic dates.

30

© 2005 SAP AG. All rights reserved.

2005 / Q2

Only

Internal

Basic dates can be extrapolated from lower to higher-level WBS elements or, conversely, inherited from higher to lower-level WBS elements. You can check the consistency of your scheduling data within the WBS structure.

Partner

You can use the project planning board to plan basic dates for the WBS elements simply by dragging your mouse. You can plan these dates in the form of a table in Structure Planning.

SAP

In projects without networks, dates can be planned manually for the WBS elements (basic dates).

PLM220

Lesson: Time Scheduling with WBS Elements

Lesson Summary You should now be able to: • Schedule dates for WBS elements using the project planning board

Use

Partner

Only

Internal

SAP

SAP Only

Internal

Use

Partner

2005 / Q2

© 2005 SAP AG. All rights reserved.

31

Unit 2: Dates

PLM220

Lesson: Scheduling of Activities and Networks Lesson Overview In this lesson you will become familiar with various aspects of network scheduling. The lesson also deals with dates for objects assigned to network activities such as milestones and material components as well as date exchange with WBS elements.

Only

Internal

Lesson Objectives After completing this lesson, you will be able to:

Partner

• •

Perform scheduling with the aid of the project planning board Set the relevant tables in Customizing

You have already created a project structure to produce a turbine. The project manager now wants to know whether the project can be completed on time. Schedule your project to find out the answer.

Use

Introduction

SAP

SAP

Business Example

Only

Internal

Use

Partner

Figure 13: Dates In Network Plan

32

© 2005 SAP AG. All rights reserved.

2005 / Q2

PLM220

Lesson: Scheduling of Activities and Networks

Use

Partner

Only

Internal

Figure 14: Scheduling

SAP

Forward scheduling determines the earliest dates. Backward scheduling determines the latest dates.

Partner

Use

• •

SAP

Each time a network is scheduled, the system carries out forward and backward scheduling; determines floats and capacity requirements (if activated).

Floats occur if the earliest dates are different from the latest dates. The scheduling results:

• • • •

2005 / Q2

Scheduled start and finish for the network header Earliest start and finish dates (earliest dates) and latest start and finish dates (latest dates) for the activities Earliest and latest dates for the relationships Reduction levels used to schedule the network Float times (total and free float) for the activities Capacity requirements for activities

© 2005 SAP AG. All rights reserved.

Only

Internal

• •

33

PLM220

Internal

Figure 15: WBS / Overall Network Scheduling

You can schedule networks individually (network scheduling). You can schedule all networks linked by relationships together (scheduling of overall network). You can also trigger network scheduling from WBS elements (WBS scheduling).

SAP Use

Only

Internal

You can display an overview of the maintenance orders assigned to a project in the project planning board.

Partner

As of Release 4.6A you can schedule maintenance orders from the Project System. In the Project Scheduling and Overall Network Scheduling transactions, you can specify whether networks are scheduled together with maintenance orders that have been assigned as subnetworks.

SAP

The activity data, relationships between the activities and date restrictions form the basis for determining dates automatically (scheduling).

Use

Partner

Only

Unit 2: Dates

34

© 2005 SAP AG. All rights reserved.

2005 / Q2

PLM220

Lesson: Scheduling of Activities and Networks

Scheduling Scenarios

Use

Partner

Only

Internal

Figure 16: Bottom-Up Scenario

SAP Use

The differences between the earliest and latest dates of an activity are referred to as floats. If these are less than or equal to zero, the activity is termed “critical”. The dates of the assigned activities are summarized to give the scheduled dates of the WBS elements (thin time bars in the project planning board). The dates scheduled in the WBS structure can be copied to the basic dates of the WBS elements for the purpose of extrapolating them up the project hierarchy.

2005 / Q2

© 2005 SAP AG. All rights reserved.

35

Only

Internal

Networks are always scheduled forwards and backwards. The scheduling type determines the original direction in which scheduling is carried out. The system determines the earliest dates of the activities by means of forward scheduling and the latest dates by backward scheduling.

Partner

Using the project planning board, you can select WBS elements and schedule the activities assigned to them. The scheduling parameters determine how the activities are scheduled.

SAP

In projects with assigned networks, you can use scheduling to derive the dates of the activities and WBS elements automatically.

Unit 2: Dates

PLM220

Partner

Only

Internal

Figure 17: Top-Down Scenario

SAP

SAP

You can use the “Top-Down” scheduling scenario or suitable scheduling parameters to stipulate that activities be scheduled within these time constraints: deselect the Network determines scheduling and Adjust basic dates indicators.

Use

In work breakdown structures with assigned networks, you can plan basic dates for the WBS elements in order to specify that a certain part of the project has to be completed within a fixed time period.

Only

Internal

Use

Partner

36

© 2005 SAP AG. All rights reserved.

2005 / Q2

PLM220

Lesson: Scheduling of Activities and Networks

SAP Use

Only

Internal

Partner

Caution: The scheduling result depends on the transaction from which you start the scheduling.

SAP

As of Release 4.6, you have the option of using predefined scheduling scenarios. The standard scheduling options are of course still available. Depending on the transaction from which you trigger the scheduling, you use either the “Parameters for WBS scheduling” table or “Scheduling parameters for the network type”.

Use

Partner

Only

Internal

Figure 18: Scheduling Scenarios

2005 / Q2

© 2005 SAP AG. All rights reserved.

37

Unit 2: Dates

PLM220

Customizing in Time Scheduling

Use

Partner

Only

Internal

SAP Use Internal

38

© 2005 SAP AG. All rights reserved.

2005 / Q2

Only

Scheduling parameters are created for specific plants and network types. The scheduling parameters determine scheduling, for example, in the transactions network maintenance (CN22) and scheduling of the overall network (CN24). The indicators have the following meanings: Adjust basic dates: Determines that the scheduled dates are copied to the basic dates of the network header after a scheduling run. The settings for secondary requirements do not have any impact in the network. Scheduling type: Determines the type of scheduling - for example, forward first, then backward. Start in the past: Determines how long ago (in days) the start date can be. If it is more than the specified number of days, scheduling is carried out for today’s date. Automatic scheduling: Scheduling is carried out on saving. Log automatic: If a log is generated, it is displayed automatically. Break spec. scheduling: The exact time at which a break is scheduled (in the work center) is taken into account. Shift order: Determines how

Partner

Scheduling types are used both for network scheduling and for WBS scheduling. The indicators have the following meanings: Forward: Forward scheduling is carried out first, followed by backward scheduling. Backward: Backward scheduling is carried out first, followed by forward scheduling. Cap.requirements only: No scheduling is carried out at all. Instead, the start and finish dates of the network header are copied to each activity. Today’s date: Backward scheduling is carried out first, followed by forward scheduling starting from today’s date. Basic dates with times: This indicator is not relevant for networks.

SAP

Figure 19: Customizing for Scheduling 1

PLM220

Lesson: Scheduling of Activities and Networks

the system deals with partially-confirmed activities during scheduling (see below). Latest material dates: The requirements dates for a material are determined based on the earliest or latest date. Reduction type: Either all activities or only those along the critical path are reduced. Maximum reduction level: A reduction strategy can have up to six levels. The highest level of reduction is specified here. Rescheduling: Determines how the system deals with work allocated in “workforce planning” after another scheduling run has been carried out.

Use

Partner

Only

Internal

SAP

The profile for WBS scheduling is used for scheduling in the project planning board transaction CJ2B or in the project scheduling transaction (CJ29).

Use Internal

2005 / Q2

© 2005 SAP AG. All rights reserved.

39

Only

The WBS scheduling profile is stored in the project definition control data. It can be copied as a default value from the project profile. One (or neither) of the two scheduling scenarios is displayed by default in the project profile.

Partner

The indicators have the following meanings: Scheduling type: Determines the type of scheduling, for example, forward first, then backward. Start in the past: Determines how long ago (in days) the start date can be. If it is more than the specified number of days, scheduling is carried out for today’s date. Scheduling form: Specifies which object - network header or WBS element - is used as a basis for scheduling. Adjust basic dates: Determines that the scheduled dates are copied to the basic dates of the WBS elements after a scheduling run. Log automatic: If a log is generated, it is displayed automatically. Shift order: Determines how the system deals with partially-confirmed activities during scheduling (see below). Schedule when saving: Scheduling is carried out on saving. Latest material dates: The requirements dates for a material are determined based on the earliest or latest date. Maximum reduction level: A reduction strategy can have up to six levels. The highest level of reduction is specified here. Reduction type: Either all activities or only those along the critical path are reduced.

SAP

Figure 20: Customizing for Scheduling 2

Unit 2: Dates

PLM220

Other Influencing Factors in Scheduling

Use

Partner

Only

Internal

Use

Scheduling interprets the time interval for relationships as the minimum time interval. When calculating the dates, scheduling can increase the time interval but not reduce it. You can maintain a work center in internally and externally processed activities and in relationships. The following information is stored for scheduling in the work center: • •

40

Formulas for calculating the duration of activities. A factory calendar and the operating time for each workday.

© 2005 SAP AG. All rights reserved.

2005 / Q2

Only

Internal

When scheduling externally-processed activities, the system uses the number of planned delivery days you maintained for an external activity. You can, however, also use the normal duration from the internal processing screen of the external activity if you activate this explicitly in the control key of the external activity.

Partner

When scheduling internally-processed activities and general costs activities, the system uses the normal duration you maintained in the activity. The duration can be calculated from the work planned, provided you have stored a formula for calculating the duration from internal processing in the work center.

SAP

SAP

Figure 21: Scheduling: Duration

Lesson: Scheduling of Activities and Networks

41

SAP Use Internal

Only

© 2005 SAP AG. All rights reserved.

Partner

2005 / Q2

SAP

The control keys for activities are set in Customizing using transaction OPSU. The control key indicators function as follows: Schedule: Activities and activity elements are scheduled. For activity elements, the dates for the activity are determined. Det. cap. req.: Capacity requirements are determined for activities and activity elements. The capacity requirements are determined using the scheduling results. Therefore, only set this indicator if you also set the scheduling indicator. Costs act.: This indicator specifies that you use the control key for general costs activities. Costing: This indicator determines that activities and activity elements are taken into account in costing. Print time ticket: This determines whether time tickets can be printed. Time tickets are only printed if the Print indicator is also selected. For information on further relationships, see the online help. Confirmation: Determines whether activities and activity elements can be confirmed. External proc.: Determines whether activities and activity elements are processed internally or externally. Service: Determines whether services can be planned for activities and activity elements. Only set this indicator if you select the External proc. indicator to allow external processing. Print conf.: This determines whether completion confirmation slips can be printed. Completion confirmation slips are only printed if the Print indicator is also selected. For information on further relationships, see the online help. Print: Determines whether work papers such as time tickets, completion confirmation slips can be printed. For information on other relationships, see the online help. Sch.ext.proc.: Determines whether activities are to be scheduled in line with the Planned delivery time or Normal duration.

Use

Partner

Figure 22: Control Key

Internal

Only

PLM220

Unit 2: Dates

PLM220

SAP

The network graphic enables you to represent relationships in a “time-dependent” manner to display the logical sequence. All relationships in the network graphic are displayed as FS relationships by default.

SAP

Relationships determine the chronological sequence of the individual activities in a network (or standard network). You can enter additional data (such as a time interval or reference to a particular factory calendar) in the detail screen for each relationship.

Use

Partner

Only

Internal

Figure 23: Relationships

Only

Internal

Use

Partner

42

© 2005 SAP AG. All rights reserved.

2005 / Q2

PLM220

Lesson: Scheduling of Activities and Networks

Scheduling Example

Use

Partner

Only

Internal

Figure 24: Example of Scheduling

SAP Use

In the example above, the start dates are set to the beginning of the day (00:00) and the finish dates to the end of the day (24:00). If work centers are entered for the activities, the start and finish dates are within the operating time of the work centers affected.

2005 / Q2

© 2005 SAP AG. All rights reserved.

43

Only

Internal

Backward scheduling calculates the latest start and finish dates for all the activities. Target activities are network activities that do not have successors. The scheduling start date is the finish date in the network header or the finish date determined from forward scheduling.

Partner

Forward scheduling calculates the earliest start and finish dates for the activities. All activities that do not have predecessors are start activities. The scheduling start start date is the start date in the network header or the start date determined from backward scheduling.

SAP

A network is always scheduled forwards and backwards. The scheduling type specifies whether forward scheduling or backward scheduling is carried out first.

Unit 2: Dates

PLM220

Use

Partner

Only

Internal

Figure 25: Total Float, Free Float

EF= Earliest Finish

LS= Latest Start

LF= Latest Finish

TF= Total Float

FF= Free Float

A total float is the difference between the latest start and earliest start (LS - ES) or between latest finish and earliest finish (LF - EF).

Partner

A free float is the difference between the earliest start of a successor activity and the earliest finish of the activity in question (ES successor - EF activity). Since the successors for the free float are within their earliest dates, the time reserve is fully available to the current activity.

Only

Use

ES= Earliest Start

SAP

SAP

Legend:

Internal

Floats supply information on the time reserves available for individual activities. You can use the floats calculated in scheduling, for example in capacity leveling, to shift activities between the earliest and latest dates or to extend their duration.

44

© 2005 SAP AG. All rights reserved.

2005 / Q2

PLM220

Lesson: Scheduling of Activities and Networks

Partner

This slide describes how total floats and free floats are calculated. The total float of activity 40 can be calculated from the difference between the earliest and latest start of an activity:

Use

Only

Internal

Day 9 (0:00) - Day 7 (0:00) = 1 day.

Partner

The free float of activity 40 can be calculated from the difference between the earliest start of the successor (activity 50) and the earliest finish of the activity.

SAP

Day 6 (0:00) - Day 5 (0:00) = 1 day.

Use

SAP

Only

Internal

Figure 26: Example of Floats

2005 / Q2

© 2005 SAP AG. All rights reserved.

45

Unit 2: Dates

PLM220

Time Constraints and Reductions

Use

Partner

Only

Internal

Figure 27: Time Constraints

SAP

SAP

You can maintain constraints for the start and finish of activities. Constraints can be relevant for both the earliest and the latest dates. You can maintain constraints for basic and forecast date sets.

Only

Internal

Use

Partner

46

© 2005 SAP AG. All rights reserved.

2005 / Q2

PLM220

Lesson: Scheduling of Activities and Networks

SAP Use

During scheduling, the system determines one reduction level for each activity. For example: The system calculates the earliest dates and determines reduction level 2 for an activity. This reduction level is transferred to the latest dates.

You can use reduction strategies to control how an activity’s lead time can be reduced in levels. You can enter a reduction strategy in each activity. You can define up to six reduction levels for each reduction strategy. You can enter by what percent you want to reduce for each reduction level.

2005 / Q2

© 2005 SAP AG. All rights reserved.

47

Only

Internal

Important: Remember to be careful when using the reduction function as the system does not know whether the duration of an activity can be reduced. It does not carry out plausibility checks or check available capacities.

Partner

Reduction only affects the activities for which a reduction strategy has been stored. At the most, the system reduces as far as the level of reduction strategy entered in the network header.

SAP

You can use reduction if the time period within which the activities are to be scheduled is not long enough to process all activities. This allows you to reduce the scheduled duration of internally-processed activities.

Use

Partner

Only

Internal

Figure 28: Reduction

Unit 2: Dates

PLM220

Scheduling of the Overall Network

SAP Use

This function schedules both the network assigned to the sales order item and all other networks linked to this network via a relationship.

Only

Internal

This function updates all items in the sales order that refer to the overall network.

Partner

As of Release 4.0, scheduling of the overall network for the sales order item can be started in the sales order itself.

SAP

The confirmed delivery date of an item in the sales order corresponds to the finish date of the assigned network. If the end of a network is shifted because of scheduling problems, the confirmed delivery date in the sales order is changed automatically. You can, however, also fix a confirmed delivery date for the item on the Schedule lines tab page.

Use

Partner

Only

Internal

Figure 29: Scheduling of the Overall Network

48

© 2005 SAP AG. All rights reserved.

2005 / Q2

PLM220

Lesson: Scheduling of Activities and Networks

Use

Partner

Only

Internal

SAP

As well as overall network scheduling (transaction CN24), which you can use to schedule several networks and subnetworks together, you also have at your disposal, from ECC 5.0 onwards, the new function overall network scheduling with selection options (transaction CN24N).

SAP

Use

Figure 30: Overall Network Scheduling with Selection Options

You use this function along with suitable selection criteria to specify which networks and subnetworks are to be taken into account as part of overall network scheduling.

Partner

A prerequisite for the use of the Overall network scheduling with selection options function is that you have defined suitable levels beforehand in Customizing for the project system and have assigned network types and number intervals. Note that you can only schedule using two levels. By using a BAdI for Overall scheduling with selection options, you have other functions at your disposal such as control of data exchange between activities and assigned subnetworks.

2005 / Q2

© 2005 SAP AG. All rights reserved.

49

Only

Internal

You can display additional information on the selected activities and subnetworks on a monitor and jump to the next screen to processing or confirmation of activities.

Unit 2: Dates

PLM220

Partner

Only

Internal Use

Figure 31: Subnetwork Monitor

Dates of Assigned Objects

SAP

SAP

Unlike activities, activity elements are not scheduled independently. The system calculates the dates for activity elements with reference to the start or finish dates of the activity. You maintain a time interval for the start and for the finish. The dates of the activity element must always lie entirely within the duration of the higher-level activity.

50

© 2005 SAP AG. All rights reserved.

2005 / Q2

Only

Internal

Use

Partner

Figure 32: Dates: Activity Elements

PLM220

Lesson: Scheduling of Activities and Networks

SAP Use

Only

Internal

You can also set a requirements date for a material manually.

Partner

If the requirements date is before the finish date of the activity, you can store a corresponding time interval by using an offset to the finish date.

SAP

The system calculates the requirements date for components with reference to the start or finish date of the activity. You can use the Scheduling parameters for network type or the Parameters for WBS scheduling to control whether the earliest or latest start date is used as the requirements date. The transaction used to trigger the scheduling determines which of the two tables is used. If you schedule within the network or the overall network, the Scheduling parameters for the network type apply. If you schedule within the project planning board or using structure planning, the Parameters for WBS scheduling apply.

Use

Partner

Only

Internal

Figure 33: Requirements Date: Material

2005 / Q2

© 2005 SAP AG. All rights reserved.

51

PLM220

The slide describes milestones that are assigned to activities. The planned date is either entered manually or with reference to the activity. If the date refers to the activity dates, you must decide whether it is to refer to the earliest or latest dates and the start or the end of the activity. Additionally you enter a positive or negative offset for this reference point.

SAP

SAP

You can also assign milestones to WBS elements. As of Release 4.6, the planned dates for a milestone can refer to the basic start or finish date of a WBS element.

Use

Partner

Figure 34: Dates: Milestone

Internal

Only

Unit 2: Dates

Only

Internal

Use

Partner

52

© 2005 SAP AG. All rights reserved.

2005 / Q2

PLM220

Lesson: Scheduling of Activities and Networks

Exercise 2: Scheduling Exercise Objectives After completing this exercise, you will be able to: • Carry out time scheduling with predefined scenarios • Use relationships and restrictions

Only Partner

Using the project planning board, you calculate the dates and floats for carrying out the individual activities of your turbine project. At the same time, you also take into account the time-based dependencies of the individual activities and, if necessary, other conditions.

Process your project T-100## in the project planning board. Use the 1001 Elevators/Turbines planning board profile.

3.

Optimize the project display to show all activities completely.

4.

Plan dates for your project using the predefined “bottom-up” scenario.

Use

2.

First check the time scheduling settings.

Internal

Call up the project planning board.

Plan the dates for the entire project.

Partner

1.

SAP

SAP

Use

Task 1:

Set the scheduling scenario to Bottom-up scenario (pre-defined) if you have not already done so.

Only

Hint: The “bottom-up” scheduling scenario is set so that all activity dates are determined and then the earliest and latest dates for each are transferred to the assigned WBS elements. To finish, dates are extrapolated for upper-level WBS elements within the hierarchy.

Continued on next page

2005 / Q2

© 2005 SAP AG. All rights reserved.

Internal

Business Example

53

Unit 2: Dates

PLM220

5.

Check the floats for your project. Display both the earliest and the latest dates. Hint: Scheduling always calculates the dates of activities forwards and backwards. Each activity (and activity element) thus has two time bars. Different colors (usually blue and red) are used to distinguish between activities in the planning board that still have or no longer have time floats.

Only

Change the duration of activity 4000 Production of running gear, bearing, valves and look at the effect this has on scheduling.

Hint: Although the system adjusts the time bars of activity 4000 in the graphic, the overall project dates are no longer up to date. You need to perform scheduling again. Note the changes to activities 3000 and 3100. How are activities 3000 and 3100 affected? Save your scheduling data.

SAP

SAP

7.

1.

Now take a look at the scheduling details. Once again, use the project planning board for this purpose. Call up your project.

2.

Create two further activities within activity 5010 Planning of instrumentation. The activities will be linked to each other at a later stage.

3.

Input the details for the two new activities.

Partner

Use

Task 2:

Internal

Use

Partner

Reduce the duration of the activity to 30 days.

Internal

6.

Enter the following data in the detail screen for activity 5020: Values

Text

Detailed planning for instruments

Work center

2000

Work

10 hours

Normal duration

3 days Continued on next page

54

© 2005 SAP AG. All rights reserved.

2005 / Q2

Only

Field Name

PLM220

Lesson: Scheduling of Activities and Networks

If the system asks you to enter a business area, choose business area 2000.

Values

Text

Corrections for instruments

Work center

2000

Work

10 hours

Normal duration

72 hours

Schedule your project. How does scheduling affect the WBS elements in the project?

5.

Link activities 5010, 5020 and 5030 with relationships. Use FS relationships for this.

6.

Schedule your project.

Use

The three activities are not yet integrated in the rest of the network. In the graphic, create an FS relationship between activity 1000 and activity 5010.

8.

Schedule your project.

9.

Using the table, create an FS relationship between activity 5030 and activity 3100.

Partner

7.

SAP

SAP

Note how the time bars for activities 5010, 5020 and 5030 change.

10. Schedule your project.

What is the total float of the activity? _____________ Display the total float directly in the diagram area. Configure the system in such a way that only those activities with a negative total float are highlighted as critical activities. 12. Activity 5020 Detailed planning for instruments is not to start before a certain date. Set a date constraint in the Dates detail screen for the activity. Set a date constraint for the start date. As start date, enter the earliest start date plus one week in the future. Continued on next page

© 2005 SAP AG. All rights reserved.

55

Only

Internal

11. Check the floats in your project. Click the Dates tab on the detail screen for activity 5010 Planning of instrumentation.

2005 / Q2

Use

Partner

4.

Field Name

Internal

Only

Go to the detail screen for activity 5030. Enter the following data:

Unit 2: Dates

PLM220

13. Schedule your project. What is the free float of activity 5010? _____________ Why does activity 5010 have a free float? 14. Save your scheduling data.

Use

Partner

Only

Internal

SAP

SAP Only

Internal

Use

Partner

56

© 2005 SAP AG. All rights reserved.

2005 / Q2

PLM220

Lesson: Scheduling of Activities and Networks

Solution 2: Scheduling Task 1: 1.

Call up the project planning board.

2.

Process your project T-100## in the project planning board. Use the 1001 Elevators/Turbines planning board profile. Enter your project in the Project def. field, select W. activities, enter the corresponding planning board profile and select Open project.

Optimize the project display to show all activities completely. a)

Use the Zoom in on graphic icon to choose a suitable zoom factor.

Use

Partner

a) 3.

SAP Menu → Logistics → Project System → Project → Project Planning Board → Change Project (Double-click to select transaction)

Optimize the graphic display using the Adapt graphic area icon. 4.

Plan dates for your project using the predefined “bottom-up” scenario.

SAP

First check the time scheduling settings.

SAP

Internal

Only

a)

Set the scheduling scenario to Bottom-up scenario (pre-defined) if you have not already done so.

Only

Internal

Use

Partner

Continued on next page

2005 / Q2

© 2005 SAP AG. All rights reserved.

57

Unit 2: Dates

PLM220

Plan the dates for the entire project. Hint: The “bottom-up” scheduling scenario is set so that all activity dates are determined and then the earliest and latest dates for each are transferred to the assigned WBS elements. To finish, dates are extrapolated for upper-level WBS elements within the hierarchy. First check the time scheduling settings.

Internal

Only

a)

Choose Options. Set the scheduling scenario to Bottom-up scenario (pre-defined). Confirm your entries by clicking the Copy pushbutton. Choose Select all to select all objects. Start the scheduling procedure by clicking the appropriate icon. 5.

Check the floats for your project. Display both the earliest and the latest dates.

SAP Use

Choose Set of Dates/View.

6.

Change the duration of activity 4000 Production of running gear, bearing, valves and look at the effect this has on scheduling. Reduce the duration of the activity to 30 days. Hint: Although the system adjusts the time bars of activity 4000 in the graphic, the overall project dates are no longer up to date. You need to perform scheduling again. Note the changes to activities 3000 and 3100.

Continued on next page

58

© 2005 SAP AG. All rights reserved.

2005 / Q2

Only

Internal

Activate the Latest date indicator and confirm your data entries by clicking Confirm.

Partner

a)

SAP

Hint: Scheduling always calculates the dates of activities forwards and backwards. Each activity (and activity element) thus has two time bars. Different colors (usually blue and red) are used to distinguish between activities in the planning board that still have or no longer have time floats.

Use

Partner

Plan the dates for the entire project.

PLM220

Lesson: Scheduling of Activities and Networks

How are activities 3000 and 3100 affected? a)

Double-click the line containing activity 4000 to call up the detail screen for the activity. Reduce the duration of the activity to 30 days. Enter this duration in the Normal duration field on the Internal tab. Confirm your entries by clicking the Back icon. Choose Select all to select all objects. Start the scheduling procedure by clicking the appropriate icon. The extended duration of the activity affects the entire network.

Partner

7.

Save your scheduling data.

SAP

Choose Save.

SAP

a)

Do not save any user-specific settings.

Use

a)

SAP Menu → Logistics → Project System → Project → Project Planning Board → Change Project (Double-click to select transaction) Enter your project in the Project definition field, select With activities, and click the Open project icon. As before, optimize the project display by clicking the Zoom in on graphic and Adapt graphic area icons.

Continued on next page

2005 / Q2

© 2005 SAP AG. All rights reserved.

59

Only

Internal

Now take a look at the scheduling details. Once again, use the project planning board for this purpose. Call up your project.

Partner

Task 2: 1.

Use

Previously, activity 3000 was critical (it had negative floats). After scheduling, it has positive floats. Activity 3100 behaves in a completely different way. In the network structure graphic, you can see that the activities lie in two different, parallel paths. Before scheduling, the first path (with activity 3000) is the critical path in the network. After scheduling, the other path (with activity 3100) represents the critical path.

Internal

Only

b)

Unit 2: Dates

PLM220

2.

Create two further activities within activity 5010 Planning of instrumentation. The activities will be linked to each other at a later stage. a)

Select activity 5010 Planning of instrumentation. Choose Create. The templates area is shown on the left of the project planning board. Double-click the Activity (internal) object in the templates area.

Only

b)

Create the second activity.

Partner

Double-click the Activity (internal) object in the templates area once again. Hide the templates area. 3.

Use

Click the Open/close left-hand window icon. Input the details for the two new activities.

Use Internal

Values

Text

Detailed planning for instruments

Work center

2000

Work

10 hours

Normal duration

3 days

If the system asks you to enter a business area, choose business area 2000.

Only

Go to the detail screen for activity 5030. Enter the following data:

Continued on next page

© 2005 SAP AG. All rights reserved.

Partner

Field Name

SAP

SAP

Enter the following data in the detail screen for activity 5020:

60

Internal

The system creates an internal processing activity with default values. The assignment to the WBS element is copied by the selected activity. The detailed settings for the activity will be carried out later.

2005 / Q2

PLM220

Lesson: Scheduling of Activities and Networks

Field Name

Values

Text

Corrections for instruments

Work center

2000

Work

10 hours

Normal duration

72 hours

Only

With the Control key pressed, select the two activities.

Internal

a)

Call up the detail screen for the activities. Click the Detailed information for object icon. Choose Next. If the system asks you to enter a business area, choose business area 2000. The detail screen for activity 5030 appears. Enter the data specified.

Use

Partner

Enter the following data in the detail screen for activity 5020.

Exit editing using the Back icon.

SAP

SAP

4.

Schedule your project. How does scheduling affect the WBS elements in the project? Choose Select all to select all objects. Start the scheduling procedure by clicking the appropriate icon.

5.

Link activities 5010, 5020 and 5030 with relationships. Use FS relationships for this. a)

With the Control key pressed, select the activities. Select Connect selected activities. The system creates FS relationships between the activities. The order of the relationships is determined by the order in which the activities are displayed in the planning board (from top to bottom).

6.

Schedule your project. Continued on next page

2005 / Q2

© 2005 SAP AG. All rights reserved.

61

Only

Internal

“Bottom-up” is still selected as the scheduling scenario. The activity dates are transferred to the higher-level WBS elements. In the example above, the date of the WBS element Planning of instrumentation is adjusted. Note the different durations (3 days or 72 hours) of the two new activities.

Partner

Use

a)

Unit 2: Dates

PLM220

Note how the time bars for activities 5010, 5020 and 5030 change. a)

Choose Select all to select all objects. Start the scheduling procedure by clicking the appropriate icon.

7.

The three activities are not yet integrated in the rest of the network. In the graphic, create an FS relationship between activity 1000 and activity 5010. a)

Activate the connect mode.

Only

The cursor is displayed as a pencil in the graphic area. Create the FS relationship.

Partner

With the mouse button pressed, drag the cursor from the right half of activity 1000 to the left half of activity 5010, and release the mouse button. Deactivate the connect mode. 8.

Use

Click the Switch connect mode on/off icon. Schedule your project. a)

Choose Select all to select all objects.

SAP

Using the table, create an FS relationship between activity 5030 and activity 3100.

Use

Select activity 5030. Click the Edit relationships (tabular) icon.

Internal

A list of the activity relationships appears. b)

Create an FS relationship for activity 3100 Material procurement plant components.

Only

Choose the Successor tab page. Select activity 3100 in the Activity selection section. Choose the Create requirement icon. Confirm your data entries by clicking the Continue icon. 10. Schedule your project. a)

Choose Select all to select all objects. Start the scheduling procedure by clicking the appropriate icon. Continued on next page

62

© 2005 SAP AG. All rights reserved.

Partner

a)

SAP

Start the scheduling procedure by clicking the appropriate icon. 9.

Internal

Click the Switch connect mode on/off icon.

2005 / Q2

PLM220

Lesson: Scheduling of Activities and Networks

11. Check the floats in your project. Click the Dates tab on the detail screen for activity 5010 Planning of instrumentation. What is the total float of the activity? _____________ Display the total float directly in the diagram area. Configure the system in such a way that only those activities with a negative total float are highlighted as critical activities. a)

Double-click either the activity time bar or the activity number.

Only

Note the total float. Exit the detail screen by clicking the Back icon. Choose the Options icon. Choose Planning board in the tree structure and then click the Diagram area tab. Select the Show total float indicator. Enter the value “1-” in the Critical from field (note the sign)

SAP

12. Activity 5020 Detailed planning for instruments is not to start before a certain date. Set a date constraint in the Dates detail screen for the activity.

Use

Partner

Set a date constraint for the start date. As start date, enter the earliest start date plus one week in the future. a)

Double-click either the activity time bar or the activity number.

Internal

Select the Dates tab page. Choose the Cannot start before value in the Start field.

Only

As start date, enter the earliest start date plus one week in the future. Confirm your entries by clicking the Back icon. 13. Schedule your project. What is the free float of activity 5010? _____________

Continued on next page

2005 / Q2

© 2005 SAP AG. All rights reserved.

SAP

Confirm your data entries by clicking Copy.

Use

Partner

b)

Internal

Go to the Dates tab page.

63

Unit 2: Dates

PLM220

Why does activity 5010 have a free float? a)

Choose Select all to select all objects. Start the scheduling procedure by clicking the appropriate icon. Note the free float in the detail screen of activity 5010.

Only Partner

14. Save your scheduling data. a)

Choose Save.

Use

Do not save any user-specific settings.

Internal

The free float is the difference between the earliest finish date for an activity and the earliest start date for the successor. The earliest start for the successor was only set to a later date by restricting the start date of the successor (5020, Cannot start before). Free floats also appear for parallel activities that have the same successor. In this case, the longer activity determines the earliest start date of the successor and the shorter activity has a free float.

SAP

SAP Only

Internal

Use

Partner

64

© 2005 SAP AG. All rights reserved.

2005 / Q2

PLM220

Lesson: Scheduling of Activities and Networks

Lesson Summary You should now be able to: • Perform scheduling with the aid of the project planning board • Set the relevant tables in Customizing

Use

Partner

Only

Internal

SAP

SAP Only

Internal

Use

Partner

2005 / Q2

© 2005 SAP AG. All rights reserved.

65

Unit 2: Dates

PLM220

Lesson: Actual Dates Lesson Overview This unit deals with the various ways of entering actual dates for WBS elements and activities. At the same time, prerequisites for entering actual dates are discussed as well as the effect of actual dates on subsequent scheduling runs.

Only

After completing this lesson, you will be able to: •

Enter actual dates for WBS elements and activities

You want to compare planned dates with the actual execution dates in the execution phase of your project in order to be able to monitor the date situation for your project. To do this, you enter the actual dates for your project.

SAP

SAP

Entering Actual Dates

Use

Partner

Business Example

Internal

Lesson Objectives

Only

Internal

Use

Partner

Figure 35: Actual Dates

To monitor the dates for a project, you compare the basic dates with the actual dates or forecast dates.

66

© 2005 SAP AG. All rights reserved.

2005 / Q2

PLM220

Lesson: Actual Dates

Actual dates can be set manually for WBS elements. If you are using network activities, actual dates are set by confirming activities. If activities are assigned to a WBS element, the actual dates of the activities are proposed to the WBS element as provisional dates that can be transferred to the actual dates of the WBS element if necessary.

Internal

Only

Important: Actual dates are usually updated for an activity during activity confirmation. You can suppress this update if necessary. To do this, select the No date update indicator during confirmation.

Use

Partner

Actual Dates of WBS Elements

SAP

SAP

Use

Partner

Internal

Figure 36: Actual WBS Dates

Legend: AF= Actual finish date

CNF= Finally confirmed

REL= Released

Only

AS = Actual start date

For WBS elements without assigned activities: • •

2005 / Q2

You can always maintain the actual start if the WBS element has the status “Released” or “Partially released”. You can only maintain the actual finish if all lower-level WBS elements have an actual finish date.

© 2005 SAP AG. All rights reserved.

67

Unit 2: Dates

PLM220

The following also applies to WBS elements to which activities are assigned: • •

You can only maintain the actual start if the assigned activity has the status “Partially” released or “Released”. You can only maintain the actual finish date if all the lower-level WBS elements also have an actual finish date and all the activities for the WBS element have the status “Finally confirmed”.

Only

Use

Partner

Internal

Actual Dates of Activities

Once an activity has been finally confirmed, the start and finish of the earliest and latest dates match the actual start and actual finish dates. Partial confirmations affect the scheduling result for the earliest date in accordance with the “Shift order indicator”. •

•

68

The “Shift order” indicator is not set: The actual start date and forecast duration of the partial confirmation are taken into account when the earliest date is calculated. The “Shift order” indicator is set: The actual start date of the partial confirmation is not taken into account when the earliest date is calculated.

© 2005 SAP AG. All rights reserved.

2005 / Q2

Only

Internal

Actual dates are entered in networks using confirmation. This can be carried out using individual or collective confirmation, or the cross application time sheet.

Partner

Use

SAP

SAP

Figure 37: Actual Dates of Activities

PLM220

Lesson: Actual Dates

To call up an overview of your planned dates at a certain point in time (baseline), use either project versions or forecast dates.

Use

Partner

Only

Internal

SAP

SAP Only

Internal

Use

Partner

2005 / Q2

© 2005 SAP AG. All rights reserved.

69

Unit 2: Dates

PLM220

Use

Partner

Only

Internal

SAP

SAP Only

Internal

Use

Partner

70

© 2005 SAP AG. All rights reserved.

2005 / Q2

PLM220

Lesson: Actual Dates

Exercise 3: Actual Dates from Confirmations Exercise Objectives After completing this exercise, you will be able to: • Describe the effects of actual dates on time scheduling

You create partial confirmations for activities that are already being processed and calculate the resulting shifts in dates for your project.

2.

Before you start to enter actual dates, transfer the dates planned previously (basic dates) to the set of dates for alternative time scheduling (forecast dates).

SAP

So far, you have planned dates but not begun to enter actual dates. Actual dates, however, can also affect your planned dates. Take a look at how actual dates affect planned dates in the project planning board. To do this, start by opening your project in the project planning board and alter the display accordingly.

3.

Before you can enter actual data, you have to release activities or WBS elements. Release the WBS element T 100##.1 Engineering and Design. The status is inherited to lower-level activities to allow you to continue entering actual activity data.

4.

Enter a partial confirmation for the activity 1000 Engineering of drawing/calculation/design. Display both the actual dates and the basic dates in the diagram area. Enter the following data in the confirmation dialog window: Continued on next page

2005 / Q2

© 2005 SAP AG. All rights reserved.

71

Only

Internal

Hint: Forecast dates can be determined via scheduling in the same way as basic dates. These dates are simply alternative dates for time scheduling and are used in the course to “freeze” time scheduling at a certain point in time. This allows comparisons to be made with changed time scheduling (basic dates) at a later stage.

Partner

Use

Show the forecast dates, compare them with the basic dates, and then hide them again.

SAP

1.

Use

Partner

Task:

Internal

Only

Business Example

PLM220

Values

Compl.

Deselect

Final conf.

Deselect

Processing %

20 %

Actual start

Copy the earliest start date

Actual finish

Actual start plus 2 working days

Forecast duration

14 days

Schedule your project. Note how the basic dates for activity 1000 change.

6.

You can use the Shift order indicator to prevent the actual dates from affecting scheduling. Activate this indicator and carry out the scheduling process again. Except for the Shift order indicator, the settings for the predefined profile IDES scheduling forward correspond to the “bottom-up” scenario.

SAP

Notice how the time bar of activity 1000 becomes shorter and the dates of all following activities are adjusted.

Use

Compare the basic dates with the forecast dates.

Partner

7.

Select the “bottom-up” scheduling scenario again.

9.

Save the changes to your time scheduling settings.

Only

Internal

Hide the forecast and actual dates again. 8.

SAP

Reschedule your project.

Use

Partner

5.

Field Name

Internal

Only

Unit 2: Dates

72

© 2005 SAP AG. All rights reserved.

2005 / Q2

PLM220

Lesson: Actual Dates

Solution 3: Actual Dates from Confirmations Task: So far, you have planned dates but not begun to enter actual dates. Actual dates, however, can also affect your planned dates. Take a look at how actual dates affect planned dates in the project planning board. To do this, start by opening your project in the project planning board and alter the display accordingly. a)

SAP Menu → Logistics → Project System → Project → Project Planning Board → Change Project (Double-click to select transaction).

As before, optimize the project display by clicking the Zoom in on graphic and Adapt graphic area icons. 2.

Before you start to enter actual dates, transfer the dates planned previously (basic dates) to the set of dates for alternative time scheduling (forecast dates).

Use

Partner

Enter your project in the Project definition field, select With activities, use project planning board profile 1001 Elevators/Turbines and click the Open project icon.

Internal

Only

1.

SAP

SAP Only

Internal

Use

Partner

Continued on next page

2005 / Q2

© 2005 SAP AG. All rights reserved.

73

Unit 2: Dates

PLM220

Show the forecast dates, compare them with the basic dates, and then hide them again.

a)

Choose Select all to select all objects. In the menu, choose Edit → Reconcile dates → Transfer basic date to forecast.

b)

Choose Set of Dates/Save. In the dialog box, select Forecast dates and choose Confirm to confirm your data entries.

SAP

3.

Before you can enter actual data, you have to release activities or WBS elements. Release the WBS element T 100##.1 Engineering and Design.

Use

a)

Select the WBS element T-100##.1 Engineering and Design.

4.

Enter a partial confirmation for the activity 1000 Engineering of drawing/calculation/design. Display both the actual dates and the basic dates in the diagram area. Enter the following data in the confirmation dialog window: Field Name

Values

Compl.

Deselect

Final conf.

Deselect

Processing %

20 % Continued on next page

74

© 2005 SAP AG. All rights reserved.

2005 / Q2

Only

Internal

Choose Edit → Status → Release.

Partner

The status is inherited to lower-level activities to allow you to continue entering actual activity data.

SAP

Use the same procedure to hide the forecast dates again.

Use

Partner

If the “Schedule WBS elements” dialog box appears, click the No pushbutton.

Internal

Only

Hint: Forecast dates can be determined via scheduling in the same way as basic dates. These dates are simply alternative dates for time scheduling and are used in the course to “freeze” time scheduling at a certain point in time. This allows comparisons to be made with changed time scheduling (basic dates) at a later stage.

PLM220

Lesson: Actual Dates

Field Name

Values

Actual start

Copy the earliest start date

Actual finish

Actual start plus 2 working days

Forecast duration

14 days

Only

Select activity 1000 Engineering of drawing/calculation/design.

Internal

a)

Choose Confirm activity. b)

Enter the data specified in the confirmation dialog window. Choose Set of Dates/Save. In the dialog box, select Actual dates and choose Confirm to confirm your data entries. The corresponding time bar is then displayed in the diagram area.

SAP

Schedule your project.

SAP

5.

Note how the basic dates for activity 1000 change. a)

Choose Select all to select all objects.

You can use the Shift order indicator to prevent the actual dates from affecting scheduling. Activate this indicator and carry out the scheduling process again.

Use

Except for the Shift order indicator, the settings for the predefined profile IDES scheduling forward correspond to the “bottom-up” scenario. Reschedule your project.

Continued on next page

2005 / Q2

© 2005 SAP AG. All rights reserved.

75

Only

Internal

The system uses the confirmation data to determine a provisional finish for the activity being processed. The activity takes longer. As a result the planned dates of the following activities in the network are shifted.

Partner

Start the scheduling procedure by clicking the appropriate icon.

6.

Use

Partner

Confirm the confirmation by selecting Enter and choose Back to exit.

Unit 2: Dates

PLM220

Notice how the time bar of activity 1000 becomes shorter and the dates of all following activities are adjusted. a)

Choose the Options icon. All settings in the predefined “bottom-up” scheduling scenario are fixed. In particular, you cannot change the Shift order indicator. Change the scheduling scenario to Free scheduling.

Only

Select the Shift order indicator. Confirm your data entries by clicking Copy.

Partner

b)

Reschedule your project. Choose Select all to select all objects.

7.

Use

Start the scheduling procedure by clicking the appropriate icon. Compare the basic dates with the forecast dates. Hide the forecast and actual dates again.

SAP

Choose Set of Dates/Save. In the dialog box, select Forecast dates and choose Confirm to confirm your data entries.

Use

8.

Select the “bottom-up” scheduling scenario again. a)

Internal

Partner

Hide the forecast and actual dates again. Choose the Options icon. Change the scheduling scenario to “Bottom-up”. Confirm your data entries by clicking Copy.

Only

9.

Save the changes to your time scheduling settings. a)

Choose Save. Do not save any user-specific settings.

76

© 2005 SAP AG. All rights reserved.

SAP

a)

Internal

Except for the Shift order indicator, the settings for the predefined profile IDES scheduling forward correspond to the “bottom-up” scenario.

2005 / Q2

PLM220

Lesson: Actual Dates

Lesson Summary You should now be able to: • Enter actual dates for WBS elements and activities

Use

Partner

Only

Internal

SAP

SAP Only

Internal

Use

Partner

2005 / Q2

© 2005 SAP AG. All rights reserved.

77

Unit Summary

PLM220

Unit Summary You should now be able to: • Schedule dates for WBS elements using the project planning board • Perform scheduling with the aid of the project planning board • Set the relevant tables in Customizing • Enter actual dates for WBS elements and activities

Use

Partner

Only

Internal

SAP

SAP Only

Internal

Use

Partner

78

© 2005 SAP AG. All rights reserved.

2005 / Q2

PLM220

Test Your Knowledge

Test Your Knowledge 1.

WBS elements can be linked together using relationships in order to specify the chronological order of WBS elements. Determine whether this statement is true or false.

2.

Which functions for time scheduling with WBS elements can be carried out automatically by the system on saving with the help of planning methods?

3.

Which factors can have an influence on the scheduling result of networks?

Use

Partner

True False

Internal

Only

□ □

Choose the correct answer(s).

SAP Use

The transaction used to carry out the scheduling. Relationships to other networks. The control key for the activity. Dates of assigned WBS elements. The work center in activities.

The system automatically calculates the actual dates for a WBS element from the accounting documents assigned to the WBS element. □ □

5.

True False

Only

Internal

Determine whether this statement is true or false.

The Shift order indicator controls how actual dates from final confirmations affect further scheduling runs. Determine whether this statement is true or false.

□ □

2005 / Q2

True False

© 2005 SAP AG. All rights reserved.

Partner

4.

A B C D E

SAP

□ □ □ □ □

79

Test Your Knowledge

PLM220

Answers 1.

WBS elements can be linked together using relationships in order to specify the chronological order of WBS elements. Answer: False

Only

Which functions for time scheduling with WBS elements can be carried out automatically by the system on saving with the help of planning methods? Answer: The system can check the hierarchical consistency of time scheduling within the project and extrapolate dates within the project structure automatically on saving using the planning methods “Top Down”, “Bottom Up” and “Strict Bottom Up”. Which factors can have an influence on the scheduling result of networks? Answer: A, B, C, D, E

Use

The system automatically calculates the actual dates for a WBS element from the accounting documents assigned to the WBS element. Answer: False The actual dates for a WBS element can only be entered either manually calculated by extrapolation of actual dates of lower-ranked WBS elements - or derived from the provisional actual dates of assigned activities.

5.

The Shift order indicator controls how actual dates from final confirmations affect further scheduling runs. Answer: False The Shift order indicator controls how actual dates from partial confirmations affect subsequent scheduling runs.

80

© 2005 SAP AG. All rights reserved.

2005 / Q2

Only

Internal

4.

Partner

The result of scheduling depends on a variety of different influencing factors. All factors listed can play a role in the scheduling of networks. It is essential for understanding scheduling to have a knowledge of these factors.

SAP

SAP

3.

Use

Partner

2.

Internal

Network activities can only be linked to each other by means of relationships in the project system. The work breakdown structure has a purely hierarchical structure however.

Unit 3 Unit Overview

Partner SAP

SAP

Unit Objectives After completing this unit, you will be able to:

Use

Describe the lifecycle of internal activities in projects Calculate capacity requirements Carry out capacity analyses for projects and work centers Distribute work to personnel resources Confirm internal services for internally-processed activities

Unit Contents Lesson: Capacities - Overview..................................................... 83 Exercise 4: Quick Run of Planning and Execution of Internal Activities . 87 Lesson: Available Capacity and Capacity Requirements ...................... 93 Exercise 5: Available Capacity and Capacity Requirements .............. 97 Lesson: Capacity Analysis......................................................... 107 Exercise 6: Capacity Analysis ................................................ 111 Lesson: Capacity Leveling......................................................... 117 Exercise 7: Workforce Planning .............................................. 125 Lesson: Confirmations ............................................................. 135

2005 / Q2

© 2005 SAP AG. All rights reserved.

81

Only

Internal

Partner

• • • • •

Use

This unit deals with the planning, execution and analysis of internal services for projects. You create work centers and available capacities and learn about the various influencing factors for determining the capacity requirements for projects, as well as the appropriate Customizing settings. The unit also provides an overview of the various reports for analyzing the capacity situation for projects and for work centers, as well as an overview of capacity leveling options. As well as capacity planning at work center level, workforce distribution for personnel resources is also discussed. Finally, the various completion confirmation options for network activities (especially the Cross Application Time Sheet) and reduction of capacity requirements is discussed.

Internal

Only

Capacities

Unit 3: Capacities

PLM220

Exercise 8: Confirmations and Actual Capacity Requirements .......... 145

Use

Partner

Only

Internal

SAP

SAP Only

Internal

Use

Partner

82

© 2005 SAP AG. All rights reserved.

2005 / Q2

PLM220

Lesson: Capacities - Overview

Lesson: Capacities - Overview Lesson Overview This lesson provides an initial overview of the various aspects of capacity planning for projects. Using a simple example, you learn about the stages involved in the lifecycles of internally-processed activities.

Only

After completing this lesson, you will be able to: •

Describe the lifecycle of internal activities in projects

A large part of the services for the turbine will be performed in your own company; however, it is possible you may not have sufficient available capacity to perform the work. Plan the services and analyze the capacity requirements.

SAP

SAP

The Lifecycle of Internal Activities

Use

Partner

Business Example

Internal

Lesson Objectives

Only

Internal

Use

Partner

Figure 38: Capacities: Overview

2005 / Q2

© 2005 SAP AG. All rights reserved.

83

Unit 3: Capacities

PLM220

The planning of internal activities has a considerable influence on other objects and aspects in the Project System and in Capacity Planning. The extent of this influence is indicated by the width of the lines in the slide.

SAP

SAP

Use

Partner

Only

Internal

Figure 39: Lifecycle of an Internal Activity

Use

Only

Internal

Partner

The slide shows all events in the lifecycle of an internally-processed activity. You can omit some of the events if required, however. Capacity leveling or workforce planning may be unnecessary, for example, if the time and effort these involve outweigh the benefits.

84

© 2005 SAP AG. All rights reserved.

2005 / Q2

PLM220

Lesson: Capacities - Overview

Use

Partner

Only

Internal

Figure 40: Internal Processing in the Project Planning Board

SAP

The slide shows only the minimum processing procedure. You can also call up workforce planning and capacity leveling directly from the planning board.

SAP

You can use the project planning board to carry out all steps involved in the processing of internal activities.

Only

Internal

Use

Partner

2005 / Q2

© 2005 SAP AG. All rights reserved.

85

Unit 3: Capacities

PLM220

Use

Partner

Only

Internal

SAP

SAP Only

Internal

Use

Partner

86

© 2005 SAP AG. All rights reserved.

2005 / Q2

PLM220

Lesson: Capacities - Overview

Exercise 4: Quick Run of Planning and Execution of Internal Activities Exercise Objectives

Business Example

Partner

You plan, monitor and execute internal activities in the project planning board for an activity of your turbine project using a “quick run”.

Use

1.

Call up the project planning board.

2.

Edit your project T-100## in the project planning board.

3.

Plan work for activity 1100 Engineering of running gear.

SAP

SAP

Task:

Values

Work center

2200

Work

120 hours

Activity type

1429

Normal duration

16 days

Only

Internal

Field Name

Partner

Use

Enter the following data:

4.

Determine the capacity requirements for your project. Keep an eye on the status bar in the project planning board. The capacity requirements will only be calculated after the next scheduling run. Hint: You can determine capacity requirements automatically on saving by activating the Capacity requirements indicator in the network header. You can also calculate this directly in the project planning board by selecting an activity and choosing Details → Network header. Continued on next page

2005 / Q2

Internal

Only

After completing this exercise, you will be able to: • You carry out a “quick run” of planning and execution of internal activities in the project planning board.

© 2005 SAP AG. All rights reserved.

87

Unit 3: Capacities

PLM220

Start scheduling. 5.

Analyze the capacity requirements of the WBS element T-100##.1 Engineering and Calculation. Call up the capacity overview directly in the project planning board. A bar chart showing the capacity requirements appears. Display a histogram of the requirements for work center 2200 Specifications statics.

Hint: You can also look at the work center from the project planning board. To do so, double-click the work center.

6.

The two activities 1000 Engineering of drawing/calculation/design and 1100 Engineering of running gear are completed as planned. Enter the relevant final confirmations.

Use

Save your project.

Only

Internal

7.

Partner

Hint: As a result of the final confirmation, the system resets all the capacity requirements of the activity to zero. In the previous unit, you entered a partial confirmation of 20%, which left a capacity requirement of 80%.

SAP

SAP

Take at look at the status of activity 1000.

Use

Partner

Close the capacity overview.

Internal

Only

Show the legend and then hide it again.

88

© 2005 SAP AG. All rights reserved.

2005 / Q2

PLM220

Lesson: Capacities - Overview

Solution 4: Quick Run of Planning and Execution of Internal Activities Task: 1.

Call up the project planning board.

Only

2.

Edit your project T-100## in the project planning board. Enter your project in the Project definition field, select With activities, use project planning board profile 1001 Elevators/Turbines and click the Open project icon.

Plan work for activity 1100 Engineering of running gear.

Use

Partner

a)

3.

SAP Menu → Logistics → Project System → Project → Project Planning Board → Change Project (Double-click to select transaction)

SAP

2200

Work

120 hours

Activity type

1429

Normal duration

16 days

Internal

a)

Call up the detail screen for the activity by double-clicking the time bar or the activity number. Click the Internal tab and enter the data specified.

4.

Only

Confirm your entries by clicking the Back icon. Determine the capacity requirements for your project.

Continued on next page

2005 / Q2

© 2005 SAP AG. All rights reserved.

Partner

Work center

SAP

Values

Use

Enter the following data: Field Name

Internal

a)

89

Unit 3: Capacities

PLM220

Keep an eye on the status bar in the project planning board. The capacity requirements will only be calculated after the next scheduling run. Hint: You can determine capacity requirements automatically on saving by activating the Capacity requirements indicator in the network header. You can also calculate this directly in the project planning board by selecting an activity and choosing Details → Network header.

Only

a)

Choose Select all to select all objects. Choose Edit → Functions → Activate capacities.

5.

Analyze the capacity requirements of the WBS element T-100##.1 Engineering and Calculation. Call up the capacity overview directly in the project planning board.

SAP

SAP

A bar chart showing the capacity requirements appears. Display a histogram of the requirements for work center 2200 Specifications statics. Show the legend and then hide it again.

Use

Close the capacity overview.

Internal

Select the WBS element T-100##.1. Choose the Capacity overview icon.

Partner

Hint: You can also look at the work center from the project planning board. To do so, double-click the work center.

a)

Use

Partner

Start the scheduling procedure by clicking the appropriate icon.

Internal

Start scheduling.

Select the work center. Choose Load as histogram in the context menu (right mouse button). Choose the appropriate entry in the context menu for displaying the legend. Show the legend and hide it again using Close chart in the menu. c) 6.

To close the capacity overview, choose Close chart in the context menu.

The two activities 1000 Engineering of drawing/calculation/design and 1100 Engineering of running gear are completed as planned. Enter the relevant final confirmations. Continued on next page

90

© 2005 SAP AG. All rights reserved.

2005 / Q2

Only

b)

PLM220

Lesson: Capacities - Overview

Take at look at the status of activity 1000. Hint: As a result of the final confirmation, the system resets all the capacity requirements of the activity to zero. In the previous unit, you entered a partial confirmation of 20%, which left a capacity requirement of 80%. With the “Control” key pressed, select the two activities. Choose the Confirm activity icon. The dialog screen for confirming activity 1000 appears. Enter the earliest finish as the finish date. Copy the remaining data and go to the next activity. Enter the earliest start or finish as the actual start or finish and copy the remaining data. Choose Back.

The activity should have the statuses Released, Manually confirmed and Confirmed. Choose Back.

Use

Partner

7.

Save your project. Choose Save.

Only

Internal

a)

SAP

SAP

Call up the detail screen of activity 1000 by double-clicking the activity bar or the activity number.

Use

Partner

Choose Next activity.

Internal

Only

a)

2005 / Q2

© 2005 SAP AG. All rights reserved.

91

Unit 3: Capacities

PLM220

Lesson Summary You should now be able to: • Describe the lifecycle of internal activities in projects

Use

Partner

Only

Internal

SAP

SAP Only

Internal

Use

Partner

92

© 2005 SAP AG. All rights reserved.

2005 / Q2

PLM220

Lesson: Available Capacity and Capacity Requirements

Lesson: Available Capacity and Capacity Requirements Lesson Overview This lesson deals with the settings you need to make in work centers and network activities to define available capacity and calculate capacity requirements.

Lesson Objectives

Only

•

Calculate capacity requirements

Part of the assembly work for the turbine system is to be carried out by employees from a new work center. You start by creating a suitable work center and defining the available capacity. You then calculate the capacity requirement for your project based on the capacities for this work center.

SAP

SAP

Internally-Processed Activities and Capacity Requirements

Use

Partner

Business Example

Internal

After completing this lesson, you will be able to:

Only

Internal

Use

Partner

Figure 41: Details of an Internally-Processed Activity

2005 / Q2

© 2005 SAP AG. All rights reserved.

93

Unit 3: Capacities

PLM220

The slide highlights the settings that are important for the capacity requirements of internal activities: • •

•

Use

Partner

•

Internal

Only

•

You use the Control key - amongst other things - to set whether an activity is relevant at all for determining capacity requirements. The value in the Work field generally determines the size of the planned capacity requirements. The Distribution key field determines how the capacity requirements are to be distributed over the duration of the activity. If this field is blank, the distribution key is determined from the work center. If the work center field is also blank, the work is distributed evenly to the latest dates. The system can only determine capacity requirements if you have entered a work center. The requirements are generated at this work center and the work center supplies the available capacity. The activity type is determined from the work center (and its assignment to a cost center). This is essential for the calculation of the cost for an activity.

Work Centers and Available Capacity

SAP

SAP Only

Internal

Use

Partner

Figure 42: Details of Work Center, Capacities

94

© 2005 SAP AG. All rights reserved.

2005 / Q2

PLM220

Lesson: Available Capacity and Capacity Requirements

This slide highlights the key settings for the capacity view of a work center. •

•

Features of the header screen for the capacity category:

•

•

The standard available capacity of the capacity category is defined. This standard available capacity can be refined using additional intervals. The Relevant to finite scheduling switch allows you to determine whether the capacity category is to be considered in an availability check. You can perform this availability check from the network or during capacity leveling. The overload specifies the percentage of capacity requirements that the available capacity may exceed without the availability check affecting activity scheduling.

Use

Partner

•

Internal

Only

•

On the Capacities tab page, you can specify the individual capacity categories (labor, machine, for example) of a work center. Each capacity category has its own available capacity. The formula for calculating the internal processing requirement defines how capacity requirements are to be determined from the activity details. Usually, only the Work field is used from the activity. The distribution key of the work center is only used by the system if no distribution key is specified in the activity.

SAP

SAP Only

Internal

Use

Partner

Figure 43: Available Capacity

The capacity data in the work center and the available capacity determine the available output of labor and machines within a certain time period. Available capacity specifies the performance of a capacity category in a work center.

2005 / Q2

© 2005 SAP AG. All rights reserved.

95

Unit 3: Capacities

PLM220

Formulas in the work center determine how capacity requirements are calculated.

Use

Partner

Only

Internal

SAP

Only

Internal

To do so, you must set the Scheduling and Capacity requirements indicators in the control key. Capacity requirements are determined in the same way as internally-processed activities.

Partner

Capacity requirements can also be determined for externally-processed activities.

The system determines the capacity requirements using the formula in the work center and the work from the network activity.

SAP

Scheduling determines the capacity requirements using the scheduled dates for the service to be performed.

Use

Figure 44: Capacity Requirements

96

© 2005 SAP AG. All rights reserved.

2005 / Q2

PLM220

Lesson: Available Capacity and Capacity Requirements

Exercise 5: Available Capacity and Capacity Requirements Exercise Objectives

Only

Business Example

Partner

You create a new work center and define the available capacity for capacities of this work center. This work center is used for assembly activities for your turbine project. You therefore calculate the corresponding capacity requirement.

SAP

In the following section, you will create your own work center, use the work center in the network and investigate the capacity requirements for the work center. Start from the Easy Access menu.

2.

Create a work center for your project.

SAP

1.

Use

Task:

Use

Plant

1300

Work center

25##

Work center category

0006

Only

Internal

Values

Partner

Use the following data on the initial screen: Field Name

The basic data screen appears for the work center. Enter the following data: Field Name

Values

Text

Group ##, assembly

Responsible person

001

Usage

003, only networks

Continued on next page

2005 / Q2

© 2005 SAP AG. All rights reserved.

Internal

After completing this exercise, you will be able to: • Define a capacity requirement • Generate capacity requirements

97

Unit 3: Capacities

PLM220

Save your entries before continuing. 3.

Next enter the data for the available capacity for the work center.

Field Name

Value

Capacity category

002

Formula for capacity requirements

SAP008

Distribution key

SAP030

SAP Use

001

Factory calendar ID

01

Base unit of measure

Hours

Start

8 a.m.

Finish

18:00

Length of breaks

1 hour

Capacity utilization

100 %

Number of individual capacities

1

Relevant to finite scheduling

Yes

Can be used by several operations…

Yes

Overload

20 %

Long-term planning

No

Save your entries before continuing. 4.

Your new work center is still missing scheduling data and needs to be assigned to a cost center. Maintain this data. Enter the following data in the detail screen for scheduling:

Continued on next page

98

© 2005 SAP AG. All rights reserved.

2005 / Q2

Only

Internal

Capacity planner grp

Partner

Value

SAP

Field Name

Use

Partner

Enter the available capacity for this capacity category on the detail screen. Use the following data for this:

Internal

Only

Use the following data:

PLM220

Lesson: Available Capacity and Capacity Requirements

Field Name

Value

Capacity category

002

Other formula

SAP004

Now enter the cost center assignment.

Value

Start date

Start of current month

Cost center

4290

Formula key (field has no label)

SAP008

ActType Int.Proc.

1421

Save your entries. 5.

Use your new work center in your project in activity 4000 Production of running gear, bearing, valves. Edit the project using the project planning board.

SAP Use

Work center

25##

Work

300 hours

Duration

30 days

Distribution key

SAP020

The capacity requirements and planned dates are no longer up-to-date. Determine the requirements again.

Only

Internal

Value

Partner

6.

Field Name

SAP

Plan work in your work center. Use the following data:

Check the capacity load of the work center. Display the histogram load display. Is there an overload? Note down the earliest start date and the latest finish date of the activity for comparison at a later stage. Earliest start: ___________ Continued on next page

2005 / Q2

© 2005 SAP AG. All rights reserved.

Use

Partner

Field Name

Internal

Only

Enter the following data for costing:

99

Unit 3: Capacities

PLM220

Latest finish: ___________ Save your project.

Use

Partner

Only

Internal

SAP

SAP Only

Internal

Use

Partner

100

© 2005 SAP AG. All rights reserved.

2005 / Q2

PLM220

Lesson: Available Capacity and Capacity Requirements

Solution 5: Available Capacity and Capacity Requirements Task: In the following section, you will create your own work center, use the work center in the network and investigate the capacity requirements for the work center. Start from the Easy Access menu. a) 2.

Click the Back icon until the Easy Access menu appears.

Create a work center for your project.

Values

Plant

1300

Work center

25##

Work center category

0006

Values

Text

Group ##, assembly

Responsible person

001

Usage

003, only networks

Save your entries before continuing. a)

SAP Menu → Logistics → Project System → Basic Data → Master Data → Work Center → Master Record → Create (Choose transaction by double-clicking) Use the data specified on the initial screen. Choose Next screen.

b)

Now enter the data specified on the basic data screen for the work center. Choose Save. Continued on next page

2005 / Q2

© 2005 SAP AG. All rights reserved.

101

Only

Internal

Field Name

Partner

Use

The basic data screen appears for the work center. Enter the following data:

SAP

SAP

Field Name

Use

Partner

Use the following data on the initial screen:

Internal

Only

1.

Unit 3: Capacities

3.

PLM220

Next enter the data for the available capacity for the work center.

Field Name

Value

Capacity category

002

Formula for capacity requirements

SAP008

Distribution key

SAP030

SAP Use

001

Factory calendar ID

01

Base unit of measure

Hours

Start

8 a.m.

Finish

18:00

Length of breaks

1 hour

Capacity utilization

100 %

Number of individual capacities

1

Relevant to finite scheduling

Yes

Can be used by several operations…

Yes

Overload

20 %

Long-term planning

No

Only

Internal

Capacity planner grp

Partner

Value

SAP

Field Name

Use

Partner

Enter the available capacity for this capacity category on the detail screen. Use the following data for this:

Internal

Only

Use the following data:

Continued on next page

102

© 2005 SAP AG. All rights reserved.

2005 / Q2

PLM220

Lesson: Available Capacity and Capacity Requirements

Save your entries before continuing. a)

Choose Change work center from the menu. Enter your work center for plant 1300.

b)

Click the Capacities pushbutton and use the data indicated. Confirm your entries by clicking the Enter pushbutton. Enter the detail screen of the capacity category that you just created by chossing the Capacity header data icon. Now specify the available capacity. Use the data indicated for this. Confirm your entries by clicking the Enter pushbutton.

Partner

Choose Save. 4.

Your new work center is still missing scheduling data and needs to be assigned to a cost center. Maintain this data.

SAP

Value

Capacity category

002

Other formula

SAP004

SAP

Field Name

Use

Enter the following data in the detail screen for scheduling:

Now enter the cost center assignment.

Partner

Field Name

Value

Start date

Start of current month

Cost center

4290

Formula key (field has no label)

SAP008

ActType Int.Proc.

1421

Only

Internal

Use

Enter the following data for costing:

Continued on next page

2005 / Q2

© 2005 SAP AG. All rights reserved.

Internal

Only

c)

103

Unit 3: Capacities

PLM220

Save your entries. a)

Click the Scheduling pushbutton on the initial screen. The detail screen for scheduling appears. Enter the data as specified. Confirm your entries by clicking the Enter icon.

b)

Select the Costing tab page. Enter the data specified for the calculation.

Only

Save your entries. Choose Save.

Partner

5.

Use your new work center in your project in activity 4000 Production of running gear, bearing, valves. Edit the project using the project planning board.

SAP

Work center

25##

Work

300 hours

Duration

30 days

Distribution key

SAP020

a)

SAP Menu → Logistics → Project System → Project → Project Planning Board → Change Project (Double-click to select transaction)

Internal

Call up the detail screen for activity 4000 by double-clicking the time bar or the activity number. Choose the Internal tab page and enter the data indicated.

Only

Choose Back. 6.

The capacity requirements and planned dates are no longer up-to-date. Determine the requirements again. Check the capacity load of the work center. Display the histogram load display. Is there an overload? Continued on next page

104

© 2005 SAP AG. All rights reserved.

Partner

Use

Value

SAP

Field Name

Use

Plan work in your work center. Use the following data:

Internal

Confirm your entries by clicking the Enter icon

2005 / Q2

PLM220

Lesson: Available Capacity and Capacity Requirements

Note down the earliest start date and the latest finish date of the activity for comparison at a later stage. Earliest start: ___________ Latest finish: ___________ Save your project. a)

Choose Select all to select all objects.

Only

b)

Internal

Start the scheduling procedure by clicking the appropriate icon. Check the capacity load of the work center. Select the WBS element T-100##.4, Production. Choose Load as histogram in the context menu (right mouse button). Overloads are displayed in red where applicable. Note down the earliest start date and the latest finish date of the activity for comparison at a later stage.

SAP

Your capacity requirements will be within this period.

SAP

Click the Dates tab in the detail screen of the activity and make a note of the dates.

Use

Partner

Choose the Capacity overview icon.

c)

Partner

Use

Exit the detail screen by clicking the Back icon. Save your project.

Only

Internal

Choose Save.

2005 / Q2

© 2005 SAP AG. All rights reserved.

105

Unit 3: Capacities

PLM220

Lesson Summary You should now be able to: • Calculate capacity requirements

Use

Partner

Only

Internal

SAP

SAP Only

Internal

Use

Partner

106

© 2005 SAP AG. All rights reserved.

2005 / Q2

PLM220

Lesson: Capacity Analysis

Lesson: Capacity Analysis Lesson Overview This lesson provides an overview of reports in the project system and of capacity planning for assessment of the capacity situation in projects and work centers.

Lesson Objectives

Only

•

Carry out capacity analyses for projects and work centers

You would like to know whether all the capacities you need to carry out your project are also available on the dates in question. You therefore analyze the capacity requirements for your project and compare these with the available capacity.

Capacity Analysis in the Structure Information System

Use

Partner

Business Example

Internal

After completing this lesson, you will be able to:

SAP

SAP

You can evaluate capacity requirements directly in the Project Structure Information System. Use the enhanced individual overview for capacity requirements from the Structures Information System. The overview is structured in exactly the same way as the Structures Information System. You can use display variants, for example, to determine which information is displayed.

2005 / Q2

© 2005 SAP AG. All rights reserved.

107

Only

Internal

Use

Partner

Figure 45: Capacity Analysis in the Structure Information System

Unit 3: Capacities

PLM220

Alternatively, you can also use the Capacities individual overview, which was developed for the R/3 Enterprise release. This is designed for occasional users and is easy to use. However the information it provides is not as detailed as in the enhanced individual overview.

Capacity Planning Reports

Use

Partner

Only

Internal

SAP

SAP

Use

You can use capacity evaluation to analyze the capacity loads in your company. You can perform various evaluations here:

• •

The standard overview provides you with an overview of the load situation at selected work centers. It compares the capacity requirements and the available capacity of the selected work centers with the capacity already filled by the work centers for each period. You can use the capacity detail list to display details of the orders and networks that create capacity requirements at the work centers. You can use the variable overview to evaluate and display any data from capacity planning.

You can display the different evaluations in tabular and graphical form using the SAP Business Graphics.

108

© 2005 SAP AG. All rights reserved.

2005 / Q2

Only

Internal

•

Partner

Figure 46: Analysis with Capacity Evaluation Reports

PLM220

Lesson: Capacity Analysis

You can display or process work centers and capacities from all evaluation lists. You can also process orders and confirmations and display stock/requirements lists from the detailed capacity list.

Use

Only

Internal

Partner

Important: In the standard system it is not possible to select actual capacity requirements for projects in the enhanced capacity evaluation. In order to be able to evaluate actual capacity requirements, selection profile SAPPS_S020 has been changed for this course. This selection profile is used in the SAPPS_G021 overall profile. All the profiles for enhanced capacity evaluation are maintained in Customizing for Capacity Planning.

SAP

SAP

Use

Partner

Only

Internal

Figure 47: Enhanced Capacity Evaluation

2005 / Q2

© 2005 SAP AG. All rights reserved.

109

Unit 3: Capacities

PLM220

Partner

Only

Internal

Figure 48: Customizing for Enhanced Capacity Evaluation

SAP

SAP

All of the Customizing activities required are discussed in course SCM360 (Capacity Planning).

Use

The overall profile contains all settings required for enhanced evaluations and capacity leveling. You can set the overall profile and all associated subprofiles within Customizing for capacity planning.

Only

Internal

Use

Partner

110

© 2005 SAP AG. All rights reserved.

2005 / Q2

PLM220

Lesson: Capacity Analysis

Exercise 6: Capacity Analysis Exercise Objectives

Only

1.

Analyze the capacity requirements with the enhanced individual overview of capacity requirements in the PS Information System. If you are asked to enter a PS info profile, enter YIDES_130000.

SAP

SAP

Add more fields to the report. Remove the Work center text and add the following fields:

Use Internal

Earliest start date

Normal duration

Change the way in which the capacity requirements are grouped so that they are sorted according to WBS elements. Exit the report without saving the overview. 2.

Take a look at the capacity load from your work center view. Continued on next page

2005 / Q2

© 2005 SAP AG. All rights reserved.

111

Only

Latest finish date

Partner

Field Name Activity

Use

Task:

You analyze the capacity requirements for your turbine project. You check whether the capacities you need to carry out the project are also available on the dates in question.

Internal

Business Example

Partner

After completing this exercise, you will be able to: • Analyze capacity requirements in the Structures Information System and in a capacity overview

Unit 3: Capacities

PLM220

Enter the following values on the initial screen: Field Name

Value

Work center

25##

Capacity planner group

001

Capacity planner group

1300

Only

Take a closer look at the requirements for an individual period.

Partner

Display the activity field. Return to the display for all periods and display the load graphic.

Internal

If you cannot see all the capacity requirements for your project, adjust the evaluation period.

Exit the graphic and the report.

Use

SAP

SAP Only

Internal

Use

Partner

112

© 2005 SAP AG. All rights reserved.

2005 / Q2

PLM220

Lesson: Capacity Analysis

Solution 6: Capacity Analysis Task: 1.

Analyze the capacity requirements with the enhanced individual overview of capacity requirements in the PS Information System.

Internal

Only

If you are asked to enter a PS info profile, enter YIDES_130000. Add more fields to the report. Remove the Work center text and add the following fields:

Partner

Field Name Activity

Use

Earliest start date Latest finish date

SAP

SAP

Normal duration

Use

Only

Internal

Partner

Change the way in which the capacity requirements are grouped so that they are sorted according to WBS elements.

Continued on next page

2005 / Q2

© 2005 SAP AG. All rights reserved.

113

Unit 3: Capacities

PLM220

Exit the report without saving the overview. a)

SAP Menu → Logistics → Project System → Information System → Structures → Enhanced Individual Overviews → Capacity Requirements (double-click to choose transaction). Specify project definition T-100## in the initial screen. If you are asked to enter a PS info profile, enter “YIDES_130000”.

Only Partner

Remove the Work center text and add the fields indicated. Click Continue to update the field selection. Choose Group. Select the grouping criteria in the left half of the dialog box and choose Hide fields. Then choose the WBS element field and show it using the Show fields icon. Choose Continue. Choose Back. When you exit the information system, a dialog box is displayed in order for you to save your data. Choose No here.

Use

2.

Partner

Exit the report. Take a look at the capacity load from your work center view.

Value

Work center

25##

Capacity planner group

001

Capacity planner group

1300

Only

Internal

Enter the following values on the initial screen: Field Name

If you cannot see all the capacity requirements for your project, adjust the evaluation period. Take a closer look at the requirements for an individual period. Display the activity field. Continued on next page

114

© 2005 SAP AG. All rights reserved.

SAP

d)

Change the field selection by clicking the Choose fields icon.

Use

c)

Internal

b)

SAP

Click the Execute icon to call up the report.

2005 / Q2

PLM220

Lesson: Capacity Analysis

Return to the display for all periods and display the load graphic. Exit the graphic and the report. a)

SAP Menu → Logistics → Project System → Information System → Resources → Capacity Load → Work Center View (Double-click to select transaction). On the initial screen, use the data specified.

b)

A week-by-week list of your work center's capacity requirements appears. This work center will probably be overloaded for several weeks by the capacity requirements for your project.

Partner

c)

Take a closer look at an individual period. To do this, select a period where requirements are greater than zero.

SAP

Choose the Select fields pushbutton.

Use

Confirm your data entries by clicking the Continue pushbutton.

Internal

Which activity creates the requirement? d)

Choose Back.

e)

Only

Select the Standard Overview icon to display the load as a graphic. Exit the graphic and the report. Select Back twice.

2005 / Q2

© 2005 SAP AG. All rights reserved.

Partner

Look for the Operation field on the right hand side of the dialog box that appears. Select it and copy it to the left hand side of the dialog box by clicking the Choose icon.

SAP

Click the Cap. details/period pushbutton.

Use

If you do not find all capacity requirements for your project, choose Settings → General and position your cursor in the Int. finish field in the Interval to be evaluated section. Increase the value accordingly (if necessary, compare it with the latest finish of the activity you noted down previously).

Internal

Only

Choose the Standard Overview icon.

115

Unit 3: Capacities

PLM220

Lesson Summary You should now be able to: • Carry out capacity analyses for projects and work centers

Use

Partner

Only

Internal

SAP

SAP Only

Internal

Use

Partner

116

© 2005 SAP AG. All rights reserved.

2005 / Q2

PLM220

Lesson: Capacity Leveling

Lesson: Capacity Leveling Lesson Overview In this lesson, you will learn about the various options for carrying out capacity leveling for projects. This lesson deals in particular with workforce planning of personnel resources.

Only

After completing this lesson, you will be able to:

Business Example

Overview

For your project, you evaluate the options for carrying out capacity leveling in the case of a capacity overload. You would also like to see full details of capacity planning for some activities in your project and distribute the planned work to individual personnel resources in your company.

Use

Partner

Distribute work to personnel resources

SAP

•

Internal

Lesson Objectives

SAP Only

Internal

Use

Partner

Figure 49: Capacity Leveling

2005 / Q2

© 2005 SAP AG. All rights reserved.

117

Unit 3: Capacities

PLM220

There are various capacity leveling methods for networks/activities: •

Only

There are different views for capacity planning and for workforce planning: •

SAP

SAP

•

The work center view selects all capacity requirements for the specified work centers within a given time. The project view selects all activities with work centers for a specified project.

Use

Partner

Workforce planning is a user interface that you can use to distribute given work to persons allocated to the work center.

Internal

•

You can use the project planning board to display the capacity load for the work centers involved. These work centers appear as bars on a time axis. Red sections on these bars indicate an overload within a specific time period. You can select a particular work center and display a capacity load curve that shows both the capacity requirements and the available capacity. You can use the project planning board to level capacities by changing the work center or rescheduling the activity within the specified time, for example. For capacity leveling, you can use the capacity planning board either in graphical or tabular form. Each of them has at least two sections, one for the available capacity of the work center by period and the other for the capacity requirements of different orders or networks.

Workforce Planning

Only

Internal

Use

Partner

Figure 50: Workforce Planning

118

© 2005 SAP AG. All rights reserved.

2005 / Q2

PLM220

Lesson: Capacity Leveling

Workforce planning assigns persons to activities. Characteristics of workforce planning: • • •

Two different views: the work center view and the project view Persons can be assigned to activities quickly and easily Data display:

Only

Availability of the person (read from HR) Total capacity load on the person Activity data

Use

Partner

You can assign persons who a) are assigned to the work center of the activity b) belong to the project team or c) are available in HR.

Internal

– – –

SAP

SAP

Use

Partner

Evaluation lets you display the work distribution for projects, work centers or personnel resources. •

• •

2005 / Q2

When calling up workforce planning in the project view, you select project definitions, WBS elements or networks. The project view displays all activities that are assigned to the chosen networks or WBS elements. When calling up workforce planning in the work center view, you select work centers, plants or personnel resources (here: person or position). Selecting via personnel resources also allows you to evaluate workforce planning on the basis of organizational units.

© 2005 SAP AG. All rights reserved.

119

Only

Internal

Figure 51: Evaluation of Workforce Planning

Unit 3: Capacities

PLM220

The evaluation is carried out using the SAP List Viewer (ALV). The standard functions of this tool allow you to use the evaluation as a basis for printing workforce planning, sending it to other users or storing it in a local file.

Use

Partner

Only

Internal

SAP

If a WBS element does not have its own project team, you can access the project team of the higher-level WBS element during “workforce planning”.

Only

Internal

If a WBS element does have its own project team, you cannot access the project team of the higher-level WBS element during “workforce planning”.

Partner

Use

As of Release 4.6, you can create a project team for a WBS element. The project teams are composed of persons that you can use in workforce planning. The persons are either assigned via HR organizational units, via positions or directly.

SAP

Figure 52: Project Team

120

© 2005 SAP AG. All rights reserved.

2005 / Q2

PLM220

Lesson: Capacity Leveling

Partner

Only

Internal Use

Figure 53: Work Center: Assigning Persons

You can assign persons to work centers:

SAP

At capacity category level At work center level

SAP

• •

This assignment is important for:

Only

Internal

Use

Workforce planning The Cross Application Time Sheet (CATS), which proposes a worklist for entering activities for a person.

Partner

• •

2005 / Q2

© 2005 SAP AG. All rights reserved.

121

Unit 3: Capacities

PLM220

SAP Use Internal

From Release 4.6A onwards, you can assign persons from the work center or project organization or persons of your choice. You can distribute work to persons as well as assign positions or HR organizational units. Exceptions are used when evaluating workforce planning.

Partner

From Release 4.6A onwards, you can work with mixed period splits. Within workforce planning, you can display individual periods for specific days, weeks, or months, for example.

SAP

To carry out and evaluate workforce planning, you need to use profiles for workforce planning. These must be entered on the initial screen and may be changed temporarily if required. The profiles for workforce planning are defined in Customizing for the Project System in the resources section.

Use

Partner

Only

Internal

Figure 54: Customizing for Workforce Planning

Only

122

© 2005 SAP AG. All rights reserved.

2005 / Q2

PLM220

Lesson: Capacity Leveling

Capacity Planning Table

Use

Partner

Only

Internal

SAP

• •

SAP

In the graphical capacity planning table, you can dispatch activities by dragging them with the mouse to the work center/capacity category for a certain period.

Use

Figure 55: Capacity Planning: Graphical Planning Table

You can call up various transactions from the graphical planning board such as:

Partner Only

Internal

Change/display the order or activity Change/display the work center or the capacity screen of the work center

2005 / Q2

© 2005 SAP AG. All rights reserved.

123

Unit 3: Capacities

PLM220

Use

Partner

Only

Internal

Figure 56: Capacity Planning: Tabular Planning Board

The planning board contains the following types of display:

SAP

•

Work center / capacity with availability, load, dispatched and pool for several periods Multiple work centers / capacities with availability and load for several periods

Use

The tabular planning board is divided up into a resources section and a requirements section. The resources section contains: The name of the work center or capacity with the capacity category, scheduling periods, dispatched capacity requirements and requirements in the worklist that have not yet been dispatched. You can display requirements in the requirements section (dispatched and/or not dispatched).

124

© 2005 SAP AG. All rights reserved.

2005 / Q2

Only

Internal

The output unit for the available capacity and capacity requirements is specified in the evaluation profile.

Partner

The tabular planning board can be called up in work center, individual capacity and order view. It displays the available capacity and distributed capacity requirements.

SAP

•

PLM220

Lesson: Capacity Leveling

Exercise 7: Workforce Planning Exercise Objectives After completing this exercise, you will be able to: • Distribute planned work to personnel • Analyze workforce planning

Only

Task: The next section of exercises will require you to apply your knowledge of workforce planning. Beforehand, however, you need to set up a project organization and assign a person to your work center.

SAP

Create a project organization for the top level WBS element of your project. Use the project planning board for this purpose.

Use

Which persons make up your project organization? ___________________ Save your data.

Internal

2.

Assign a person to the capacity category in your work center 25. The positions and persons have already been created in the HR system.

Partner

Assign the organizational unit 1300 Project Center Frankfurt to the WBS element Turbine.

SAP

1.

Use

Partner

You distribute planned work for various activities in your turbine project to individual persons and check the availability of these resources. The employees to which you have assigned work can access information about workforce planning later as part of time-data recording.

Internal

Business Example

Assign position 500141## to the capacity category 002.

Only

Save your entries. 3.

Assign the personnel resources created previously to your project. Use the project view for workforce planning. Enter the following data on the initial screen:

Continued on next page

2005 / Q2

© 2005 SAP AG. All rights reserved.

125

Unit 3: Capacities

PLM220

Field Name

Value

Project

T-100##

Profile

1302

Profile 1302 is used to calculate the planning period relative to the current date. In this case, you do not need to enter a start or finish date for workforce planning.

Only

Now enter several hours for a few periods on the right-hand side of the graphic.

Partner

Display availability or load for “Howard Clayton”.

SAP Use

Save your entries.

Internal

4.

Evaluate the workforce planning settings for your project. Enter the following data on the initial screen: Value

Project

T-100##

Profile

1302

With availability pers. res.

Select

Only

Field Name

Continued on next page

126

© 2005 SAP AG. All rights reserved.

Partner

Now schedule this person for a few hours at the proposed times. Allocate some hours during the first week of the scheduled capacity requirements by scrolling sideways to find the schedule work time frame.

SAP

Stay in workforce planning and assign the person from your work center 25## to activity 4000 Production of running gear, bearing, valves.

Use

Hint: If none of the fields are ready for input, the capacity requirements for the activity are outside the planning period. You can now adjust the assignment: Select the assignment and click the Change assignment pushbutton. You can change the assignment period here. Then choose the Copy icon.

Internal

The employee Dieter Martens is a member of your project team. Assign him to activity 1200 Engineering of case.

2005 / Q2

PLM220

Lesson: Capacity Leveling

An overview of the personnel assigned to the project appears. The first column shows Exceptions. These exceptions are highlighted using traffic light colors. Create an exception. Set the traffic lights to change to red if less than 5% of the requirements are assigned to a resource. Exit the evaluation.

Use

Partner

Only

Internal

SAP

SAP Only

Internal

Use

Partner

2005 / Q2

© 2005 SAP AG. All rights reserved.

127

Unit 3: Capacities

PLM220

Solution 7: Workforce Planning Task: The next section of exercises will require you to apply your knowledge of workforce planning. Beforehand, however, you need to set up a project organization and assign a person to your work center. Create a project organization for the top level WBS element of your project. Use the project planning board for this purpose. Assign the organizational unit 1300 Project Center Frankfurt to the WBS element Turbine.

Use

Partner

Which persons make up your project organization? ___________________

Internal

Only

1.

SAP

SAP Only

Internal

Use

Partner

Continued on next page

128

© 2005 SAP AG. All rights reserved.

2005 / Q2

PLM220

Lesson: Capacity Leveling

Save your data. a)

SAP Menu → Logistics → Project System → Project → Project Planning Board → Change Project (Double-click to select transaction) Enter your project in the Project definition field, select With activities, use project planning board profile 1001 Elevators/Turbines and click the Open Project icon. You can assign the project organization in the detail screen of a WBS element. Call up the detail screen for the topmost WBS element. Double-click the WBS element T-100## Turbine. Click the Project team for WBS element icon.

Partner

An overview of the personnel resources assigned to this element appears. Assign the organizational unit 1300 Project Center Frankfurt to the WBS element Turbine.

Use

Place your cursor on the Turbine row. Choose the Create assignment icon.

SAP

Double-click the line Organization unit.

Use

In the next dialog box, click the Save icon to create the assignment.

Internal

You return to the initial screen. Expand all the branches in the overview to find the persons that belong to this project organization.

Only

Exit the project organization assignment. Choose Back. d)

Exit the WBS element detail screen. Choose Back. Save your data. Choose Save. Continued on next page

2005 / Q2

© 2005 SAP AG. All rights reserved.

Partner

Enter *proj* on the Abbreviation and Name tab and select Start search. Select the Frankfurt project center and confirm your selection by clicking the Copy icon.

SAP

Another dialog box appears. Assign an organizational unit.

c)

Internal

Only

b)

129

Unit 3: Capacities

2.

PLM220

Assign a person to the capacity category in your work center 25. The positions and persons have already been created in the HR system. Assign position 500141## to the capacity category 002. Save your entries. a)

SAP Menu → Logistics → Project System → Basic Data → Master Data → Work Center → Master Record → Change (Double-click to choose the transaction)

Only

b)

Link the capacity category 002 with the HR system.

Choose the HR assignment pushbutton. A screen appears in which you can create a link to a person, a position or a requirements profile. Link to a position. Assign position 500141## to the capacity category. Double-click the yellow Position line.

SAP

A dialog box appears, in which you can enter position 500141##.

SAP

Use

Partner

To do this, double-click capacity category 002 to access the header for the capacity category.

Internal

Enter your work center 25## and choose the Capacities pushbutton.

Enter position 500141## and click the Copy pushbutton. 3.

Assign the personnel resources created previously to your project. Use the project view for workforce planning.

Field Name

Value

Project

T-100##

Profile

1302

Profile 1302 is used to calculate the planning period relative to the current date. In this case, you do not need to enter a start or finish date for workforce planning. The employee Dieter Martens is a member of your project team. Assign him to activity 1200 Engineering of case.

Continued on next page

130

© 2005 SAP AG. All rights reserved.

2005 / Q2

Only

Internal

Enter the following data on the initial screen:

Partner

Use

Choose Save.

PLM220

Lesson: Capacity Leveling

Now enter several hours for a few periods on the right-hand side of the graphic. Hint: If none of the fields are ready for input, the capacity requirements for the activity are outside the planning period. You can now adjust the assignment: Select the assignment and click the Change assignment pushbutton. You can change the assignment period here. Then choose the Copy icon.

Only

Stay in workforce planning and assign the person from your work center 25## to activity 4000 Production of running gear, bearing, valves.

Save your entries. a)

SAP Menu → Logistics → Project System → Resources → Workforce Planning → Project View (Double-click to select transaction).

SAP

Choose Execute. An overview of all activities that have capacity requirements in the planning period appears. Filter out the activities that are assigned to WBS element T-100##.1 Engineering and Calculation. Click the Other WBS element pushbutton.

Internal

Choose the WBS element in the dialog box by double-clicking it. c)

Select activity 1200 Engineering of case.

Partner

Use

b)

SAP

Enter the data indicated on the initial screen.

Use

Partner

Now schedule this person for a few hours at the proposed times. Allocate some hours during the first week of the scheduled capacity requirements by scrolling sideways to find the schedule work time frame.

Internal

Display availability or load for “Howard Clayton”.

Choose the Create assignment icon. Select the line “Howard Clayton” and choose Assign. You can now assign the person to individual days for the activity. Enter several hours for a few of the periods on the right-hand side of the graphic. Select the assignment and choose the Availability Personnel Resources icon to display the availability or load for “Howard Clayton”. Continued on next page

2005 / Q2

© 2005 SAP AG. All rights reserved.

131

Only

A dialog box containing your project organization appears.

Unit 3: Capacities

PLM220

d)

Stay in workforce planning and now assign the person from your work center 25## to activity 4000 Production of running gear, bearing, valves. First call up the activity view of WBS element T-100##.4 Production. Click the Other WBS element pushbutton and choose the WBS element T-100##.4 Production by double-clicking it. Select the activity 4000 Production of running gear, bearing, valves. The (inherited) project team appears again. The person from your work center is not yet listed.

Select the person using the Person icon. Choose Continue. The person is now listed along with the project team. You can now continue as before.

SAP

Now schedule this person for a few hours at the proposed times. Confirm your entries.

Use

Choose Save.

Internal

4.

Evaluate the workforce planning settings for your project. Enter the following data on the initial screen: Value

Project

T-100##

Profile

1302

With availability pers. res.

Select

Only

Field Name

Continued on next page

132

© 2005 SAP AG. All rights reserved.

Partner

Allocate 5 hours for the activity for today and tomorrow. Since the activity is planned far in the future, you now have to adjust the planning period (see the note in the exercise).

SAP

Select the person, click the Assign pushbutton.

Use

Partner

Choose the Work Center Organization Structure. Expand the display until you find the relevant person.

Internal

Only

Choose Create assignment icon.

2005 / Q2

PLM220

Lesson: Capacity Leveling

An overview of the personnel assigned to the project appears. The first column shows Exceptions. These exceptions are highlighted using traffic light colors. Create an exception. Set the traffic lights to change to red if less than 5% of the requirements are assigned to a resource. Exit the evaluation. a)

SAP Menu → Logistics → Project System → Resources → Workforce Planning → Evaluation (Double-click to select transaction).

Only

Choose Execute. b)

Choose Settings. In the section Activity work distributed in % enter the value “5%” alongside the “Less than or equal to” sign. Select the Display indicator. Change the color of the traffic light to red by simply clicking it with the left mouse button.

SAP

SAP

Choose Adopt. c)

Use

Partner

Select the Exceptions tab page.

Internal

Enter the specified data on the initial screen.

Exit the evaluation. Choose Back.

Only

Internal

Use

Partner

2005 / Q2

© 2005 SAP AG. All rights reserved.

133

Unit 3: Capacities

PLM220

Lesson Summary You should now be able to: • Distribute work to personnel resources

Use

Partner

Only

Internal

SAP

SAP Only

Internal

Use

Partner

134

© 2005 SAP AG. All rights reserved.

2005 / Q2

PLM220

Lesson: Confirmations

Lesson: Confirmations Lesson Overview This lesson deals with confirmation of network activities and the necessary settings for this. As well as individual and collective confirmations, you also learn about the Cross Application Time Sheet (CATS) as an option for entering confirmations for projects.

Only

After completing this lesson, you will be able to: •

Confirm internal services for internally-processed activities

In the execution phase of your project, you use confirmations to document internal services that have already been performed and record the processing status of activities. You also use the Cross-Application Time Sheet to record time data.

SAP

SAP

Overview

Use

Partner

Business Example

Internal

Lesson Objectives

Only

Internal

Use

Partner

Figure 57: Confirmation Options

2005 / Q2

© 2005 SAP AG. All rights reserved.

135

Unit 3: Capacities

PLM220

Confirmations document the processing status of activities and activity elements, and enable you to make forecasts regarding how the project will progress. Various business transactions are executed automatically using confirmations. These include posting actual costs, actual dates, actual labor and, if applicable, changing the activity status. You can create confirmations in the following ways:

Only

• •

Individual and Collective Confirmations

Use

Partner

• •

Individually for a network, activity, activity element or capacity split As a collective confirmation Using the Structures Information System (by selecting activities and accessing individual or collective confirmation). You can send a confirmation workflow from the information system to another user or to an organizational unit. Using the Cross-Application Time Sheet (CATS) Via the Internet (by creating an individual or collective confirmation or entering time data via the CATS) Using a Palm Pilot and the “Open PS for Pilot interface” Via the PDC interface (PDC: Plant Data Collection)

Internal

• • •

SAP

SAP Only

Internal

Use

Partner

Figure 58: Individual and Collective Confirmation

You can confirm one activity or activity element using an individual confirmation. You enter the data on the detail screen.

136

© 2005 SAP AG. All rights reserved.

2005 / Q2

PLM220

Lesson: Confirmations

You can confirm various networks, activities, activity elements and individual capacities at the same time with collective confirmation. You enter the data in the form of a list. From the Structures Information System, you can perform the following actions for the activities that you have selected:

Only

Use

Partner

•

Go directly to the individual confirmation transaction Go directly to the collective confirmation transaction Store a pool of confirmations - you can then select this pool later in the collective confirmation transaction or in the Cross-Appliaction Time Sheet Send a pool of confirmations as a workflow to other users, who can then go directly from their Office inbox to the collective confirmation transaction

Internal

• • •

SAP

SAP

The system settings for confirmation are defined for each plant and network type. They specify the following parameters for confirmation: • • • •

Final confirmation is proposed automatically during confirmation. Confirmation dates may be in the future. Whether the error log for cost determination is displayed. Percentages for permitted work and duration variances.

During the confirmation, you can enter reasons for plan data variances.

2005 / Q2

© 2005 SAP AG. All rights reserved.

137

Only

Internal

Use

Partner

Figure 59: Customizing Confirmations

Unit 3: Capacities

PLM220

You can make a field selection for the confirmation screens in the network

Variances and Actual Capacity Requirements

Use

Only

Internal

MRP controllers receive work items in their Office inboxes and can display the confirmation or the network or return correspondence by mail to the person who entered the confirmation.

Partner

If the actual duration or work exceeds the values you set for the parameters for confirmation in Customizing, the system triggers a workflow automatically.

SAP

SAP

Use

Partner

Only

Internal

Figure 60: Variances in Confirmation

138

© 2005 SAP AG. All rights reserved.

2005 / Q2

PLM220

Lesson: Confirmations

SAP Use

Only

Internal

Partner

To determine this, you need to activate the actual capacity requirements in the capacity detail screen of the work center and the actual capacity requirements in the “extended capacity evaluation” being used.

SAP

As of Release 4.5A, you can determine the actual capacity requirements, which you can access from the confirmation. In the “extended evaluations” for capacity planning, you can then compare the planned capacity requirements with the actual capacity requirements and display the remaining capacity (the difference).

Use

Partner

Only

Internal

Figure 61: Actual Capacity Requirements

2005 / Q2

© 2005 SAP AG. All rights reserved.

139

Unit 3: Capacities

PLM220

CATS – Cross Application Time Sheet

Use

Partner

Only

Internal

SAP

The CATS is an integrated function for entering actual times that are important in HR, PS, PM, SM, CO and MM-SRV.

Use

Only

Internal

Report programs pass on the released (and, if necessary, approved) data to the various applications. The actual times may be important for various applications at the same time. In this case, multiple data transfers are made to the different applications. As of Release 4.6, you can use a report to transfer the data to several target applications at once.

Partner

You can determine the layouts yourself using data entry profiles.

SAP

Figure 62: Cross Application Time Sheet:

140

© 2005 SAP AG. All rights reserved.

2005 / Q2

PLM220

Lesson: Confirmations

Use

Partner

Only

Internal

Figure 63: Time Sheet: Data Entry View

Time data is entered for one or more people.

SAP Use

Depending on the group of employees (via data entry profile) User-defined (via table control)

Worklist for employees, using:

• • •

2005 / Q2

Activities to which the employee is assigned via the work center or workforce planning (for PS, PM, SM). Activities via pool of confirmations (for PS, PM, SM). Objects the employee is working on (using the CATS database). Objects via user exits.

© 2005 SAP AG. All rights reserved.

141

Only

Internal

•

Partner

• •

SAP

The screen configuration (for the request screen, worklist, and data entry part) is flexible:

Unit 3: Capacities

PLM220

Use

The data entry profile determines how the times are entered (via field selection of the receiver) and to which components activity data is transferred. It determines whether the data that has been entered is released when it is saved or whether it has to be approved.

SAP

Partner

Only

Internal

Data entry profiles for cross-application components are maintained in Customizing.

SAP

Figure 64: CATS - Customizing Via Data Entry Profile

Only

Internal

Use

Partner

142

© 2005 SAP AG. All rights reserved.

2005 / Q2

PLM220

Lesson: Confirmations

SAP

The field selection can be controlled using the data entry profile field.

Use

Only

Internal

Partner

The field selection should be as simple as possible and not contain any unnecessary fields. All possible receivers for activities should appear for a person or group of persons. If the person works for a network as well as a receiver cost center, for example, both receivers should appear as options in the field selection.

SAP

The field selection determines which of the fields in the work list and data entry screen groups are displayed and which are ready for input.

Use

Partner

Only

Internal

Figure 65: CATS - Field Selection

2005 / Q2

© 2005 SAP AG. All rights reserved.

143

Unit 3: Capacities

PLM220

Use

Partner

Only

Internal

SAP

SAP Only

Internal

Use

Partner

144

© 2005 SAP AG. All rights reserved.

2005 / Q2

PLM220

Lesson: Confirmations

Exercise 8: Confirmations and Actual Capacity Requirements Exercise Objectives

Only

Business Example

Partner

Task:

SAP

1.

Release your entire project in the Project Builder.

SAP

In the next set of exercises, you will enter actual activities and dates for your project. It is essential that you release your activities and WBS elements (set Released status).

Use

Some internal activities you planned for your turbine project have already been performed. You enter appropriate confirmations in the Structure Information System using the Cross-Application Time Sheet and evaluate the results of these confirmations.

Internal

After completing this exercise, you will be able to: • Enter confirmations using collective confirmations and the Cross-Application Time Sheet. • Analyze current capacity requirements

Save your changes.

Use

If prompted by the system, specify the profile YIDES_130000. Save the data. Exit the information system without saving the overview. 3.

Change your work center so that actual capacities (from a confirmation) are updated. You will enter the confirmation in the next exercise. Save the changes.

Continued on next page

2005 / Q2

© 2005 SAP AG. All rights reserved.

145

Only

Internal

You are already familiar with individual confirmation from the exercises for the unit on scheduling. You should now use collective confirmation to confirm several of your project activities at once. You can call up the collective confirmation function from the Structure Information System. Enter final confirmations for activities 1300 and 2000.

Partner

2.

Unit 3: Capacities

PLM220

4.

Now use the time sheet to enter actual data for internally-processed activities. Confirm the activities for the person that you have assigned to work center 25## (using position assignment). The corresponding personnel number is: 1920 + ## (e.g. ## = 11, which makes the personnel number 1920 + 11 = 1931).

Field Name

Value

Data entry profile

1301

Personnel number

1920 + ##

Using the worklist, enter six hours of work for today for activity 4000 Production of running gear, bearing, valves. Note the status (partial confirmation or final confirmation) entered for the activity.

Use

Partner

You can now specify the key date and a confirmation pool.

Internal

Only

Use the following data on the CATS classic initial screen:

Although you have entered the times, they have not yet been updated in the activity. Transfer the times entered to the Project System.

Value

Personnel number

1920 + ##

Test Run indicator

Deselect

An overview appears that shows how many records have been read and to which activities data has been transferred. Actual capacities are written with the confirmation. You will analyze the capacity requirements in the next exercise. 5.

Take another look at the capacity requirements of your project. This time, use the extended evaluation for capacity planning.

Continued on next page

146

© 2005 SAP AG. All rights reserved.

2005 / Q2

Only

Internal

Field Name

Partner

Use

Use the following data on the Data transfer initial screen:

SAP

SAP

Save the times entered.

PLM220

Lesson: Confirmations

Enter the top WBS element T-100## in the initial screen. Hint: You use extended capacity evaluation based on a standard delivery. The underlying overall profile has the key SAPPS_G020. This profile normally has no actual capacities. However, your trainer changed the corresponding standard profile before the start of the exercise.

Only

Field Name Actual capacity requirements

Partner

Target capacity requirement Remaining capacity requirements

Use

Available capacity

SAP

SAP

Actual capacity load Target capacity load

Use Internal

How many different projects have requirements in this period? You can also change the field selection in this overview and go to the work center or activities. Exit the report.

© 2005 SAP AG. All rights reserved.

147

Only

Now investigate the capacity requirements of a work center in an individual period.

Partner

Hint: The field selection will suggest requirements, loads and available capacities. The loads are always calculated from the relationship between the requirement and the available capacity (example: Actual capacity load = actual capacity requirements/available capacity). The free capacity is the difference between requirement and available capacity.

2005 / Q2

Internal

An overview appears, though this does not display any actual capacity requirements as yet. Change the field selection to display the following fields:

Unit 3: Capacities

PLM220

Solution 8: Confirmations and Actual Capacity Requirements Task: In the next set of exercises, you will enter actual activities and dates for your project. It is essential that you release your activities and WBS elements (set Released status). Release your entire project in the Project Builder. Save your changes. a)

SAP Menu → Logistics → Project System → Project → Project Builder (Double-click to select Project Builder)

Position the cursor on the project definition and choose Edit → Status → Release. Choose the Save icon.

Partner

SAP Use

You are already familiar with individual confirmation from the exercises for the unit on scheduling. You should now use collective confirmation to confirm several of your project activities at once. You can call up the collective confirmation function from the Structure Information System. Enter final confirmations for activities 1300 and 2000.

SAP

2.

Use

Partner

“Drag and drop” T-100## your project from the worklist to the structure tree.

Internal

Only

1.

If prompted by the system, specify the profile YIDES_130000.

Only

Internal

Save the data.

Continued on next page

148

© 2005 SAP AG. All rights reserved.

2005 / Q2

PLM220

Lesson: Confirmations

Exit the information system without saving the overview. a)

SAP Menu → Logistics → Project System → Information System → Structures → Structure Overview (double-click to choose transaction). If prompted by the system, specify the profile YIDES_130000. The initial screen for the Structure Information System appears. Specify your project and click the Execute icon.

Only

In the overview, select only activities 1300 Engineering of control valves and 2000 Planning of systems and instrumentation.

Partner

Once you have confirmed your entries, the planned data for the activities is read. You can of course still change the data. Select Back to exit the Structure Information System without saving the overview.

Use

Only

Internal

Change your work center so that actual capacities (from a confirmation) are updated. You will enter the confirmation in the next exercise.

Partner

3.

SAP

Choose Save.

Activate the Final confirmation indicator for both activities and confirm your entries with Enter. The indicator is in column F.

Use

Choose Extras/environment → Confirm → Collective confirmation to call the collective confirmation screen.

SAP

Call up the collective confirmation function for these two activities from the menu.

Internal

b)

Continued on next page

2005 / Q2

© 2005 SAP AG. All rights reserved.

149

Unit 3: Capacities

PLM220

Save the changes. a)

SAP Menu → Logistics → Project System → Basic data → Master Data → Work Center → Master Record → Change (double-click to choose transaction) Enter your work center 25## and choose the Capacities pushbutton. Activate updating of actual capacities. The pushbutton ActCapReqmn… is displayed in the lower part of the capacity detail screen.

Only

Another dialog box appears. Enter the value "2" in the Calc. actual cap. reqmts field. Choose Save. 4.

Now use the time sheet to enter actual data for internally-processed activities. Confirm the activities for the person that you have assigned to work center 25## (using position assignment).

SAP

Field Name

Value

Data entry profile

1301

Personnel number

1920 + ##

Using the worklist, enter six hours of work for today for activity 4000 Production of running gear, bearing, valves. Note the status (partial confirmation or final confirmation) entered for the activity. Save the times entered. Although you have entered the times, they have not yet been updated in the activity. Transfer the times entered to the Project System. Use the following data on the Data transfer initial screen: Continued on next page

150

© 2005 SAP AG. All rights reserved.

2005 / Q2

Only

Internal

You can now specify the key date and a confirmation pool.

Partner

Use

Use the following data on the CATS classic initial screen:

SAP

The corresponding personnel number is: 1920 + ## (e.g. ## = 11, which makes the personnel number 1920 + 11 = 1931).

Use

Partner

Confirm your data entries by clicking the Continue pushbutton.

Internal

Choose the ActualCap.Reqments pushbutton.

PLM220

Lesson: Confirmations

Field Name

Value

Personnel number

1920 + ##

Test Run indicator

Deselect

Use

Partner

Only

Internal

SAP

SAP Only

Internal

Use

Partner

Continued on next page

2005 / Q2

© 2005 SAP AG. All rights reserved.

151

Unit 3: Capacities

PLM220

An overview appears that shows how many records have been read and to which activities data has been transferred. Actual capacities are written with the confirmation. You will analyze the capacity requirements in the next exercise. a)

SAP Menu → Logistics → Project System → Progress → Confirmation → Time Sheet → CATS Classic → Record Working Times (Double-click to choose transaction) Use the data specified on the initial screen.

Only

Call up time recording by clicking Enter times. The worklist should display the activities to which you previously assigned the person during workforce planning. Enter six hours of work for today for activity 4000 Production of running gear, bearing, valves. Select the activity in the worklist and click the Copy line pushbutton. Change the times for today accordingly. Note which status (partial confirmation or final confirmation) is to be entered for the activity. Double-click the cell with the time entered. A dialog box appears in which you can determine the status.

Use

Confirm your data entries by clicking the Continue pushbutton. d)

Now transfer the times entered to the Project System. SAP Menu → Logistics → Project System → Progress → Confirmation → Time Sheet → Transfer → Project System → Transfer (Double-click to choose transaction) Use the data specified on the initial screen. Choose Execute. Exit the transaction using the Back pushbutton.

5.

Take another look at the capacity requirements of your project. This time, use the extended evaluation for capacity planning. Continued on next page

152

© 2005 SAP AG. All rights reserved.

2005 / Q2

Only

Internal

Choose Save.

Partner

Select the Determine status automatically indicator.

SAP

SAP

c)

Use

Partner

b)

Internal

Confirm your entries by clicking the Enter icon.

PLM220

Lesson: Confirmations

Enter the top WBS element T-100## in the initial screen. Hint: You use extended capacity evaluation based on a standard delivery. The underlying overall profile has the key SAPPS_G020. This profile normally has no actual capacities. However, your trainer changed the corresponding standard profile before the start of the exercise.

Only

Field Name Actual capacity requirements

Partner

Target capacity requirement Remaining capacity requirements

Use

Available capacity

SAP

SAP

Actual capacity load Target capacity load

Use Internal

How many different projects have requirements in this period? You can also change the field selection in this overview and go to the work center or activities.

Continued on next page

© 2005 SAP AG. All rights reserved.

153

Only

Now investigate the capacity requirements of a work center in an individual period.

Partner

Hint: The field selection will suggest requirements, loads and available capacities. The loads are always calculated from the relationship between the requirement and the available capacity (example: Actual capacity load = actual capacity requirements/available capacity). The free capacity is the difference between requirement and available capacity.

2005 / Q2

Internal

An overview appears, though this does not display any actual capacity requirements as yet. Change the field selection to display the following fields:

Unit 3: Capacities

PLM220

Exit the report. a)

SAP Menu → Logistics → Project System → Resources → Capacity Requirements Planning → Evaluation → Extended Evaluation → Project View → WBS Element/Version (Double-click to select transaction). Enter the top WBS element T-100## in the initial screen. Choose Continue. Change the field selection to display the fields specified. Choose Select fields. Click the Choose and Do not choose pushbuttons to choose the required fields.

c)

Now investigate the capacity requirements for a work center for an individual period. Select any period. Choose Indiv.

SAP

d)

Partner

Use

You can change the field selection or branch to the work center or activities as required.

SAP

You should now see the various projects that have requirements during this period in the list.

Use

Partner

Confirm your data entries by clicking the Continue pushbutton.

Internal

Only

b)

Exit the report. Click Back twice.

Only

Internal

A dialog box appears. Confirm this by clicking Yes.

154

© 2005 SAP AG. All rights reserved.

2005 / Q2

PLM220

Lesson: Confirmations

Lesson Summary You should now be able to: • Confirm internal services for internally-processed activities

Use

Partner

Only

Internal

SAP

SAP Only

Internal

Use

Partner

2005 / Q2

© 2005 SAP AG. All rights reserved.

155

Unit Summary

PLM220

Unit Summary You should now be able to: • Describe the lifecycle of internal activities in projects • Calculate capacity requirements • Carry out capacity analyses for projects and work centers • Distribute work to personnel resources • Confirm internal services for internally-processed activities

Use

Partner

Only

Internal

SAP

SAP Only

Internal

Use

Partner

156

© 2005 SAP AG. All rights reserved.

2005 / Q2

PLM220

Test Your Knowledge

Test Your Knowledge 1.

In the Project System, only personnel resources represent capacities. Determine whether this statement is true or false.

□ □

Only

Which of the following prerequisites need to be met in order to analyze the capacity requirements of an activity? Choose the correct answer(s).

Partner SAP

An execution factor must be stored for the activity. Scheduling must have been carried out. A distribution key must be maintained in the work center. The activity must have a suitable control key. A work center must be maintained in the activity. The Capacity requirements indicator must be set in the network header.

In the capacity reports for the Structures Information System, all requirements are displayed for the resources selected. Determine whether this statement is true or false.

Use Internal

4.

True False

If you want to distribute work to persons in a project organization for a certain project, you need to assign this project organization for all WBS elements of the project.

Partner

□ □

SAP

3.

A B C D E F

Use

□ □ □ □ □ □

Internal

2.

True False

Determine whether this statement is true or false.

2005 / Q2

Only

□ □

True False

© 2005 SAP AG. All rights reserved.

157

Test Your Knowledge

5.

PLM220

Which options are available for confirmations of network activities in the Project System? Choose the correct answer(s).

Only

Collective confirmations Confirmations via Internet Milestone confirmations Use of external systems via the PDC interface Individual confirmations from the Project Builder Time sheet (CATS)

Use

Partner

A B C D E F

Internal

□ □ □ □ □ □

SAP

SAP Only

Internal

Use

Partner

158

© 2005 SAP AG. All rights reserved.

2005 / Q2

PLM220

Test Your Knowledge

Answers 1.

In the Project System, only personnel resources represent capacities. Answer: False Machines, for example, can also represent capacities that are planned in projects.

Only

Which of the following prerequisites need to be met in order to analyze the capacity requirements of an activity? Answer: B, D, E, F

Partner SAP Use

Answer: False

4.

If you want to distribute work to persons in a project organization for a certain project, you need to assign this project organization for all WBS elements of the project. Answer: False If you assign a project organization to the top level WBS element in your project, this is automatically available for workforce planning to activities that are assigned to lower-ranking WBS elements. The exception to this is WBS elements that have their own separate project organization.

2005 / Q2

© 2005 SAP AG. All rights reserved.

159

Only

Internal

The capacity reports in the Structures Information System only show the requirements for selected projects. No reference is made to requirements for other projects or to orders made against the same capacities. Capacity planning reports display all capacity requirements however.

Partner

In the capacity reports for the Structures Information System, all requirements are displayed for the resources selected.

SAP

3.

Use

You can use an execution factor to multiplicate the work, duration and so on planned for an activity. This not a prerequisite for calculating capacity requirements however. The distribution key in the work center is only used if no distribution key is maintained in the activity itself. If no distribution key is stored in the work center either, the system automatically performs an even distribution of requirements across the latest dates for the activity. All other points on the list are however necessary prerequisites for calculating capacity requirements.

Internal

2.

Test Your Knowledge

5.

PLM220

Which options are available for confirmations of network activities in the Project System? Answer: A, B, D, E, F Milestone confirmations are available for production orders but not for networks. You can use all the other options - and more besides - for confirmation of network activities.

Use

Partner

Only

Internal

SAP

SAP Only

Internal

Use

Partner

160

© 2005 SAP AG. All rights reserved.

2005 / Q2

Unit 4 Unit Overview

Partner

Unit Objectives

SAP Use

Unit Contents Lesson: External Processing ...................................................... 162 Exercise 9: External Activities ................................................ 167 Lesson: Workflows in the Project System ....................................... 177 Lesson: Service ..................................................................... 181 Exercise 10: Services.......................................................... 187

2005 / Q2

© 2005 SAP AG. All rights reserved.

161

Only

Internal

Create external processing activities Enter purchase orders in Purchasing Post goods receipts Discuss the basics of using standard workflows in the project system Create service operations Enter and accept services

Partner

• • • • • •

SAP

After completing this unit, you will be able to:

Use

This unit deals with the planning and procurement of external services using external processed activities and service provider activities. You also learn about corresponding purchasing processes in the Project System as well as how to make the necessary settings. This unit provides an overview of how workflow and SAP mail in project systems can inform employees responsible in purchasing that existing purchase orders need to be changed because of changes to the project activity.

Internal

Only

External Activities

Unit 4: External Activities

PLM220

Lesson: External Processing Lesson Overview This lesson covers the creation, planning, and procurement of external processed activities for external services for a project. At the same time you will also become familiar with processes in Purchasing that can be triggered from projects.

Only

Internal

Lesson Objectives After completing this lesson, you will be able to: Create external processing activities Enter purchase orders in Purchasing Post goods receipts

Business Example

SAP

SAP

Due to capacity bottlenecks, you are being forced to procure certain services externally. You assign some of the activities in your turbine project (for example, some engineering and design work) to an external design office.

Use

Partner

• • •

Only

Internal

Use

Partner

162

© 2005 SAP AG. All rights reserved.

2005 / Q2

PLM220

Lesson: External Processing

Procurement and Planning of External Services

Use

Partner

Only

Internal

SAP

SAP

Figure 66: Resource Planning

You use activities in the network to plan the resources required for a project.

Use

•

2005 / Q2

© 2005 SAP AG. All rights reserved.

163

Only

•

An internally-processed activity defines the output to be provided by machines or personnel in order to complete the activity. You can evaluate the capacity load utilization of the work centers involved, reschedule these capacities as necessary, and distribute work among employees. You use an externally-processed activity to specify the services that need to be provided by other companies in order to complete the activity. External processing is carried out via the purchasing department. Service activities are also used to procure services externally. In contrast to externally-processed activities, service activities allow you to draw up service specifications and enter value limits for any unplanned services. Service processing (with entry and acceptance of services performed) is also carried out by the Purchasing Department.

Partner

•

Internal

The Project System distinguishes the following resources:

Unit 4: External Activities

PLM220

Use

Partner

Only

Internal

Figure 67: External Processing

SAP Use Internal

You can also assign a work center and planned work to an externally-processed activity. This allows you to carry out capacity planning for your vendors.

164

© 2005 SAP AG. All rights reserved.

2005 / Q2

Only

Externally-processed or service activities are determined using the control key.

Partner

You can generate a purchase requisition for externally-processed activities from the Project System. This purchase requisition is converted to a purchase order in Purchasing. A goods receipt and invoice receipt can then be posted for the purchase order. Depending on whether the goods or invoice receipt is valuated, you post the costs to the externally-processed activity using one of the two business transactions.

SAP

You can create external activities and activity elements for the procurement of external services (for example, if you commission a design office to design a machine). When you create an activity of this type, a purchase requisition is also created and processed further in purchasing. You can access data from Purchasing for external processing (a purchasing info record, for example, which contains prices and delivery times for external processing).

PLM220

Lesson: External Processing

SAP Use

Only

Internal

Partner

In Customizing for the network, you can define default values for the following fields of the externally processed activity in the network profile: Control key, cost element, currency, purchasing organization, material group, purchasing group, and order unit.

SAP

In the example above, the external processing data is read from a purchasing information record. The fields read, for example the price per unit, are referenced, which means that changes are no longer allowed in the activity.

Use

Partner

Only

Internal

Figure 68: External Activity Detail Screen

2005 / Q2

© 2005 SAP AG. All rights reserved.

165

Unit 4: External Activities

PLM220

Use

Partner

Only

Internal

Figure 69: Workflow for a Purchase Order Change

SAP Use

Only

Internal

Partner

The persons responsible in Purchasing receive a work item via SAP Office with information on the required changes. They can then process the purchase orders directly from the mail.

SAP

If changes are made in the network to dates or quantities for material components or external activities for which a purchase order has already been created, the system triggers a workflow automatically. The only prerequisite is that this workflow has been activated in the Parameters for the network type table.

166

© 2005 SAP AG. All rights reserved.

2005 / Q2

PLM220

Lesson: External Processing

Exercise 9: External Activities Exercise Objectives After completing this exercise, you will be able to: • Plan and purchase external services in networks

You plan external procurement of services for your turbine project with the help of appropriate externally-processed activities. These services are procured via the Purchasing Department.

1.

Call the Project Builder.

Use

Partner

Task:

Internal

Only

Business Example

Create an externally-processed activity for the top WBS element.

Use Internal

Text

External appraisal

Purchasing org.

1000

Purchasing group

001

Material group

00107 (other)

Vendor

1000

Price

EUR 150

Plnd dely time

5

Activity quantity

12 hours

Res./Purc. req.

Immediately

Only

Field Name

Partner

2.

Field Name

SAP

SAP

Enter the following data in the detail screen:

Create another externally-processed activity. This time, you do not need to enter the detailed information manually - use a prepared purchasing info record instead. Create the activity for the WBS element T-100##.5 Assembly. Continued on next page

2005 / Q2

© 2005 SAP AG. All rights reserved.

167

Unit 4: External Activities

PLM220

Enter the following data in the detail screen: Field Name

Values

Text

External acceptance of services performed

Purchasing info record

5500000057

Only

Save your changes. Take a look at the list of purchase requisitions for your project T-100## with the help of a suitable report. In the report, assign a fixed vendor to the purchase requisition for the activity External appraisal. Choose vendor 1000.

4.

Now create a purchase order just for your project. To do so, use collective processing in Purchasing (Pur.req assignment list).

SAP

SAP

Hint: You can also display details on the purchase requisition. Select the purchase requisition and click the Display requisition icon.

Use

Partner

3.

Internal

Adjust the activity quantity. Plan for 42 hours. Ensure that a purchase requisition is written when you save the data.

Use

An overview is then displayed with the existing purchase orders and open purchase requisitions on the left hand side. The details of the new purchase order are shown on the right. Copy your purchase requisitions and save the purchase order. The purchase order number is displayed in the status bar (lower part of the window). Make a note of the number: _________________ Exit the purchase order and the report.

Continued on next page

168

© 2005 SAP AG. All rights reserved.

2005 / Q2

Only

Now create a purchase order.

Check the purchase requisitions.

Partner

An overview of purchase requisitions for the network appears, sorted according to vendors.

Internal

Enter the number of your network in the Network field in the initial screen.

PLM220

Lesson: External Processing

5.

Before you enter a goods receipt, you must release the activities (the goods receipt is valuated in IDES - actual data can only be entered if the status of the activity allows it). Check the status of the activities and, if necessary, release them (since you released the project in a previous exercise, the status should have been inherited). Use the Project Builder again. Check the status of activities 5040 External appraisal and 5050 External acceptance of services performed. Now enter a goods receipt for your purchase order. Do not enter the entire purchase order quantity, but just a part.

Internal

Only

6.

Partner

Use the following data on the initial screen: Field Name

Values

Purchase order

Your order number

Use

The data from the purchase order is copied as default values. Reduce the quantities and select the OK indicator. Now post the goods receipt. The number of the goods receipt posting will appear in the status bar

SAP

Analyze the purchase orders for your project. Call up the report called Purchase order for project in the Project System information system. Exit the report.

SAP

7.

Only

Internal

Use

Partner

2005 / Q2

© 2005 SAP AG. All rights reserved.

169

Unit 4: External Activities

PLM220

Solution 9: External Activities Task: 1.

Call the Project Builder. Create an externally-processed activity for the top WBS element.

Only Partner SAP

Purchasing org.

1000

Purchasing group

001

Material group

00107 (other)

Vendor

1000

Price

EUR 150

Plnd dely time

5

Activity quantity

12 hours

Res./Purc. req.

Immediately

b)

SAP Menu → Logistics → Project System → Project → Project Builder (Double-click to select Project Builder) “Drag and drop” your project from the worklist to the structure tree. In the templates area, expand the Individual objects section and then the Activity section. Drag and drop the Activity (external) object to the top WBS element in the tree structure. The new activity has been created. You can store the planning data specified in the detail screen for the activity. Confirm your entries by clicking the Enter icon.

2.

Create another externally-processed activity. This time, you do not need to enter the detailed information manually - use a prepared purchasing info record instead. Continued on next page

170

© 2005 SAP AG. All rights reserved.

2005 / Q2

Only

a)

Partner

Use

External appraisal

Internal

Text

SAP

Field Name

Use

Field Name

Internal

Enter the following data in the detail screen:

PLM220

Lesson: External Processing

Create the activity for the WBS element T-100##.5 Assembly.

Field Name

Values

Text

External acceptance of services performed

Purchasing info record

5500000057

Adjust the activity quantity. Plan for 42 hours. Ensure that a purchase requisition is written when you save the data. Save your changes.

Partner

a)

Drag and drop the External processing object to the top WBS element Assembly in the tree structure.

Use

Enter the data indicated in the detail screen for the new activity. Confirm your entries by clicking the Enter icon. Confirm the Continue icon.

SAP

SAP

Enter 42 hours in the Activity quantity field. Confirm your entries and save the project. Choose Save.

Use

When you save your entries, the purchase requisitions are generated for the two externally-processed activities.

Only

Internal

Take a look at the list of purchase requisitions for your project T-100## with the help of a suitable report.

Partner

If a warning message appears, acknowledge it.

3.

Internal

Only

Enter the following data in the detail screen:

Continued on next page

2005 / Q2

© 2005 SAP AG. All rights reserved.

171

Unit 4: External Activities

PLM220

In the report, assign a fixed vendor to the purchase requisition for the activity External appraisal. Choose vendor 1000. Hint: You can also display details on the purchase requisition. Select the purchase requisition and click the Display requisition icon. SAP Menu → Logistics → Project System → Information System → Material → Purchase Requisition → For Project (Double-click to select Project Builder). Enter your project T-100## in the Project field and call up the report. To do this, choose Execute. An overview of all purchase requisitions for the project appears. Assign the fixed vendor 1000 to the purchase requisition for the activity External appraisal. Select the purchase requisition and click the Assign manually pushbutton. Enter the value 1000 in the Fixed vendor field.

Use

Partner

b)

Internal

Only

a)

Save the changed purchase requisition by selecting Change requisitions. Exit the report graphic using the Back pushbutton.

Use

Now create a purchase order just for your project. To do so, use collective processing in Purchasing (Pur.req assignment list). Enter the number of your network in the Network field in the initial screen.

Check the purchase requisitions. Now create a purchase order. An overview is then displayed with the existing purchase orders and open purchase requisitions on the left hand side. The details of the new purchase order are shown on the right. Copy your purchase requisitions and save the purchase order. The purchase order number is displayed in the status bar (lower part of the window). Make a note of the number: _________________ Continued on next page

172

© 2005 SAP AG. All rights reserved.

2005 / Q2

Only

Internal

An overview of purchase requisitions for the network appears, sorted according to vendors.

Partner

4.

SAP

SAP

Confirm your entries by clicking the Assign supply source pushbutton.

PLM220

Lesson: External Processing

Exit the purchase order and the report. a)

SAP Menu → Logistics → Materials Management → Purchasing → Purchase Order → Create → Via Requisition Assignment List (Double-click to choose transaction) Enter the number of your network in the Network field in the initial screen. (If you have forgotten the number, find it using the matchcode search on the basis of the project definition)

Only

Internal

Confirm the entries and execute the report. To do this, choose Execute. b)

Position the cursor on vendor 1000.

Partner

Select Reqs per assignment. Return to the overview. c)

Use

Choose Back. Position the cursor on vendor 1000 Select Process assignment.

SAP

Confirm your entries with Continue.

Use

Save the purchase order. Choose Save icon and note the purchase order number. 5.

Before you enter a goods receipt, you must release the activities (the goods receipt is valuated in IDES - actual data can only be entered if the status of the activity allows it). Check the status of the activities and, if necessary, release them (since you released the project in a previous exercise, the status should have been inherited).

Continued on next page

2005 / Q2

© 2005 SAP AG. All rights reserved.

173

Only

Internal

Choose Back (x2).

Partner

Keeping the “Control” key pressed, select the purchase requisitions. Choose Adopt.

SAP

A dialog box with information on creating the purchase order appears.

Unit 4: External Activities

PLM220

Use the Project Builder again. Check the status of activities 5040 External appraisal and 5050 External acceptance of services performed. a)

SAP Menu → Logistics → Project System → Project → Project Builder (Double-click to select Project Builder) “Drag and drop” your project from the worklist to the structure tree. Call up the detail screen for the activities. Save the changes. Choose Save.

Partner

6.

Now enter a goods receipt for your purchase order. Do not enter the entire purchase order quantity, but just a part. Use the following data on the initial screen: Values

Purchase order

Your order number

Use

Field Name

SAP

The number of the goods receipt posting will appear in the status bar

Use

Enter your changes for each item. To change to a different item, click the item you just edited. The next item is then ready for input. Choose Post. Exit the transaction using the Back icon. 7.

Analyze the purchase orders for your project. Call up the report called Purchase order for project in the Project System information system.

Continued on next page

174

© 2005 SAP AG. All rights reserved.

2005 / Q2

Only

Internal

Enter your purchase order number on the right of the Purchase order field. Choose Enter to confirm your entries.

Partner

SAP Menu → Logistics → Materials Management → Purchasing → Purchase Order → Follow-On Functions → Good Receipt (Double-click to choose transaction)

SAP

The data from the purchase order is copied as default values. Reduce the quantities and select the OK indicator. Now post the goods receipt. a)

Internal

Only

Choose Edit → Status → Release.

PLM220

Lesson: External Processing

Exit the report. a)

SAP Menu → Logistics → Project System → Info System → Materials → Purchase Orders → For Project(Double-click to select report). Enter your project in the initial screen and execute the report. Choose Execute.

Internal

Only

You should now be able to see the purchase order with two items and the quantities still to be delivered.

Use

Partner

Choose Back.

SAP

SAP Only

Internal

Use

Partner

2005 / Q2

© 2005 SAP AG. All rights reserved.

175

Unit 4: External Activities

PLM220

Lesson Summary You should now be able to: • Create external processing activities • Enter purchase orders in Purchasing • Post goods receipts

Use

Partner

Only

Internal

SAP

SAP Only

Internal

Use

Partner

176

© 2005 SAP AG. All rights reserved.

2005 / Q2

PLM220

Lesson: Workflows in the Project System

Lesson: Workflows in the Project System Lesson Overview This lesson provides an overview of using standard workflows and mails in the project system.

Lesson Objectives

Only

•

Discuss the basics of using standard workflows in the project system

To optimize information flow and cross-departmental processes for the execution phase of your project, you familiarize yourself with standard workflows in the project system and their prerequisites.

Usage and Prerequisites

Use

Partner

Business Example

Internal

After completing this lesson, you will be able to:

SAP

SAP Only

Internal

Use

Partner

Figure 70: Workflows and Mails in Project System

2005 / Q2

© 2005 SAP AG. All rights reserved.

177

Unit 4: External Activities

PLM220

SAP Business Workflow combines technical information and tools to control and process cross-application procedures automatically. You can use the workflow in the Project System to automate and integrate all the processes in a project. The Project System uses SAP Office:

Only

To send PS texts (no workflow) For budget deficits (no workflow) In the Purchasing procedure (standard task, predefined) For variances in confirmations (standard task, predefined) For sending pools of confirmations (standard task, predefined) In the milestones with user-defined standard tasks or user tasks.

•

Close claim (TS20000749), edit claim (TS20000750), approve measure (TS20000751), edit new claim (TS20000754) and approve claim (TS20000907)

Use

Partner

Claim Management and corresponding workflows have been introduced as of R/3 Release 4.6C.

Internal

• • • • • •

SAP

SAP Only

Internal

Use

Partner

Figure 71: Settings for Workflow

Settings for workflows are maintained in IDES (International Demonstration and Education System).

178

© 2005 SAP AG. All rights reserved.

2005 / Q2

PLM220

Lesson: Workflows in the Project System

Organizational units: • •

For purchase order changes: 50010294 (PS-EKGRP-001) For confirmation variances: 50010295 (PS-DISGR-101)

The organizational units are assigned to positions:

Pools of confirmations will be sent from the Structure/Dates Information System to a position or a person. You can specify position 50010298 in IDES, for example.

In IDES, all workflows point to the IDES user WF-PS-1, who in turn receives all workflow tasks in his or her office inbox.

If budgets are exceeded, workflow mails can be sent to the person responsible. In such cases, you can specify a user for the person responsible directly in Customizing.

Internal

Only

Organizational unit 50010295 to position 50010297 (for confirmation variances) Organizational unit 50010294 to position 50010296 (for purchase order changes)

Partner

• •

Use

SAP

SAP Only

Internal

Use

Partner

2005 / Q2

© 2005 SAP AG. All rights reserved.

179

Unit 4: External Activities

PLM220

Lesson Summary You should now be able to: • Discuss the basics of using standard workflows in the project system

Use

Partner

Only

Internal

SAP

SAP Only

Internal

Use

Partner

180

© 2005 SAP AG. All rights reserved.

2005 / Q2

PLM220

Lesson: Service

Lesson: Service Lesson Overview This lesson deals with the use of service activities for the planning and procurement of services for projects. You also learn about integration with the Purchasing service area.

Only

Create service operations Enter and accept services

You want to procure a variety of services via Purchasing for building activities related to your turbine project. You plan these services for your project and accept the actual performed services later after procurement.

SAP

SAP

Procurement and Planning of Services

Use

Business Example

• •

Internal

After completing this lesson, you will be able to:

Partner

Lesson Objectives

Only

Internal

Use

Partner

Figure 72: Service

2005 / Q2

© 2005 SAP AG. All rights reserved.

181

Unit 4: External Activities

PLM220

Instead of externally-processed activities, you can also create service activities or service activity elements for services to be performed externally. A service activity triggers a similar purchasing process, but can also contain an entire hierarchy of planned services to be purchased from a vendor and value limits for unplanned services. “Goods receipt” for services consists of two stages:

Only

Service entry Acceptance of services performed

For service activities, you can maintain service specifications for various services to be provided by the service provider (planned services).

Partner

You can use value limits to restrict unplanned service provider services. You can create the link to the MM Service component (MM-SRV) by means of service activities.

Internal

• •

Use

SAP

SAP Only

Internal

Use

Partner

Figure 73: External Services Management

Component MM-SRV supports the entire cycle from bid invitation to award of contract and entry and acceptance of services.

182

© 2005 SAP AG. All rights reserved.

2005 / Q2

PLM220

Lesson: Service

In contrast to externally-processed activities, “goods receipt” is divided into two stages: • •

Entry of services performed Acceptance of services performed

SAP

SAP

Use

Partner

Only

Internal

Figure 74: Details - Service Operations

Use Internal

2005 / Q2

© 2005 SAP AG. All rights reserved.

183

Only

In Customizing for the network, you can define the following default values for service activities in the network profile: Control key, Cost element, Material group, Purchasing group and Order unit.

Partner

You can access the detailed information for service activities on the External tab page. You can distinguish between service activities and external activities here using the control key and the Service exists indicator. In the project planning board and network maintenance, use the Service icon to maintain service specifications, services and limits.

Unit 4: External Activities

PLM220

You can call up outline levels and service specifications for the activity via the detail screen of a service activity.

Use

Partner

Only

Internal

Figure 75: Service Specifications

SAP

SAP Only

Internal

Use

Partner

Figure 76: Service Entry With CATS

Services performed can be entered and processed in the Service Entry transaction in Purchasing. You can also enter them using the Cross-Application Time Sheet however. In IDES, entry profile 1306 is available for this purpose.

184

© 2005 SAP AG. All rights reserved.

2005 / Q2

PLM220

Lesson: Service

As of Release 4.6, you can use units of measure other than hours with the CATS. Note that previous releases support recording of times with CATS only. For this reason, they can only be used to record services that use a time unit as the base unit of measure.

Customizing Settings for External Activities

Use

Only

Internal

Partner

The account assignment categories for purchase requisitions are generally valid for external procurement in the Project System. The general account assignment category is relevant to externally-processed activities and service activities. The remaining account assignment categories, however, refer to project stock that affects material procurement only.

SAP

SAP

Use

Partner

Only

Internal

Figure 77: Customizing External Activities

2005 / Q2

© 2005 SAP AG. All rights reserved.

185

Unit 4: External Activities

PLM220

Use

Partner

Only

Internal

SAP

SAP Only

Internal

Use

Partner

186

© 2005 SAP AG. All rights reserved.

2005 / Q2

PLM220

Lesson: Service

Exercise 10: Services Exercise Objectives After completing this exercise, you will be able to: • Plan and purchase external services in networks

Task: In this section of the exercises you will plan a service activity, then enter and accept services. 1.

Create a service activity for the WBS element T-100##.5 Assembly.

SAP

SAP

Name the new activity “Service” and assign purchasing group 001.

Values

Overall limit No limit

Select

Expected value

EUR 10000

Field Name

Values

Service number

E-1301

Quantity

15

Only

Internal

You can now enter the planned services in the Services section. Refer to the service master and use the following data:

Check whether a price is entered for each service unit. Exit service specifications processing. Check the status of the activity. If necessary, release the activity (so that you can post the service entry at a later stage). Continued on next page

2005 / Q2

© 2005 SAP AG. All rights reserved.

Partner

Use

Enter values for the limits of unplanned services. Use the following data: Field Name

Use

Partner

In addition to the internal and external services already planned, you also require various services to carry out your turbine project. You plan these services with the help of an appropriate service activity. Purchasing Department functions are once again used for procurement of services.

Internal

Only

Business Example

187

Unit 4: External Activities

PLM220

Save your project. What is the purchase requisition number? ___________ Now exit the Project Builder. 2.

Order the service for your project from vendor 1000. The purchasing group responsible is group 001.

Values

Purchase requisition (on the far right of the table)

The purchase requisition for the service activity

Requisition item

10

You can of course still change the order data. To do so, you need to process the Services section for the item. Save the purchase order. What is the purchase order number? _______________ 3.

Enter the services for the service activity purchase order. Now accept the activity.

SAP

SAP

Create an entry sheet for your purchase order.

Values

Short text

Group ##, sheet 1

External number

##

Reduce the service entered by 5 service units and save the service entry. Until now, you have only entered services, but not accepted them. The actual data for the services provided is only updated in the service activity on acceptance. Now accept the services. Save the changed data. Always keep an eye on the status bar.

188

© 2005 SAP AG. All rights reserved.

2005 / Q2

Only

Internal

You can now enter services manually. This can be a time-consuming process however. You can also copy the services from the purchase order service specifications and enter only a part of the services.

Partner

Use

Enter the following data in the detail screen that appears: Field Name

Use

Partner

Field Name

Internal

Only

Enter the following data for the purchase order:

PLM220

Lesson: Service

Solution 10: Services Task: In this section of the exercises you will plan a service activity, then enter and accept services. 1.

Create a service activity for the WBS element T-100##.5 Assembly.

Internal

Only

Name the new activity “Service” and assign purchasing group 001.

Field Name

Values

Overall limit No limit

Select

Expected value

EUR 10000

Field Name

Values

Service number

E-1301

Quantity

15

SAP

SAP

You can now enter the planned services in the Services section. Refer to the service master and use the following data:

Use

Exit service specifications processing.

Internal

Check the status of the activity. If necessary, release the activity (so that you can post the service entry at a later stage). Save your project.

Only

What is the purchase requisition number? ___________

Continued on next page

© 2005 SAP AG. All rights reserved.

Partner

Check whether a price is entered for each service unit.

2005 / Q2

Use

Partner

Enter values for the limits of unplanned services. Use the following data:

189

Unit 4: External Activities

PLM220

Now exit the Project Builder. a)

SAP Menu → Logistics → Project System → Project → Project Builder (Double-click to select Project Builder) “Drag and drop” your project from the worklist to the structure tree. In the templates area, expand the Individual objects section and then the Activity section.

Only

b)

Enter the appropriate values in the Text and Purchasing group fields. Select Enter to confirm the entries.

c)

You can now enter the planned services in the Services section. In doing this, refer to the service master and enter the specified data. Confirm your entries.

SAP

SAP

If no price is entered, enter the value 250 in the Gross price field. Exit service specifications processing. Choose Back.

Use

The detail screen appears for the service activity. Check the status of the activity. If necessary, release the activity (so that you can post the service entry at a later stage). Choose Save. Acknowledge the scheduling warnings.

e)

Once again, call up your project in the Project Builder to determine the purchase requisition number. This number can be found on the service activity detail screen. Exit the Project Builder.

2.

Order the service for your project from vendor 1000. The purchasing group responsible is group 001. Enter the following data for the purchase order: Continued on next page

190

© 2005 SAP AG. All rights reserved.

2005 / Q2

Only

Internal

Choose Edit → Status → Release.

Partner

d)

Use

Partner

The new activity is created and the system calls up the service specifications for the service activity.

Internal

Drag and drop the Service object to the top WBS element T-100##.5 Assembly in the tree structure.

PLM220

Lesson: Service

Field Name

Values

Purchase requisition (on the far right of the table)

The purchase requisition for the service activity

Requisition item

10

You can of course still change the order data. To do so, you need to process the Services section for the item. Save the purchase order.

Only

a)

SAP Menu → Logistics → Materials Management → Purchasing → Purchase Order → Create → Vendor/Supplying Plant Known (Double-click to choose transaction) If necessary, enter purchasing organization 1000, purchasing group 001 and company code 1000 on the Org. data tab. Enter the data indicated for the purchase order. Confirm your entries by clicking the Enter icon.

SAP

SAP

Save the purchase order. Choose Save. b)

The purchase order number appears in the status bar.

Use

Enter the services for the service activity purchase order. Now accept the activity.

Internal

Create an entry sheet for your purchase order. Enter the following data in the detail screen that appears: Values

Short text

Group ##, sheet 1

External number

##

Only

Field Name

You can now enter services manually. This can be a time-consuming process however. You can also copy the services from the purchase order service specifications and enter only a part of the services. Reduce the service entered by 5 service units and save the service entry. Continued on next page

2005 / Q2

© 2005 SAP AG. All rights reserved.

Partner

Choose Back. 3.

Use

Partner

In the Vendor field enter the value 1000 and confirm by choosing Enter.

Internal

What is the purchase order number? _______________

191

Unit 4: External Activities

PLM220

Until now, you have only entered services, but not accepted them. The actual data for the services provided is only updated in the service activity on acceptance. Now accept the services. Save the changed data. Always keep an eye on the status bar. a)

SAP Menu → Logistics → Materials Management → Purchasing → Purchase Order → Follow-On Functions → Service Entry Sheet → Maintain (Double-click to choose transaction).

Only

Internal

Create an entry sheet for your purchase order. Choose Other Purchase Order. Enter your purchase order number and select Continue. b)

Enter the data indicated in the service entry sheet header. Choose Service Selection. Enter your purchase order and select Continue.

SAP

To copy it, click the Adopt services icon. Reduce the service entered by 5 service units and save the service entry.

Use

c)

Partner

Choose Save. Now accept the services. To do this, choose Display/Change.

Internal

Then choose Accept. Save the changed data. Always keep an eye on the status bar.

© 2005 SAP AG. All rights reserved.

Only

Choose Save.

192

SAP

An overview of the service specifications for the purchase order appears. Select a line and copy it to the service specifications screen.

Use

Partner

Click the Create entry sheet icon.

2005 / Q2

PLM220

Lesson: Service

Lesson Summary You should now be able to: • Create service operations • Enter and accept services

Use

Partner

Only

Internal

SAP

SAP Only

Internal

Use

Partner

2005 / Q2

© 2005 SAP AG. All rights reserved.

193

Unit Summary

PLM220

Unit Summary

Only

Use

Partner

Internal

You should now be able to: • Create external processing activities • Enter purchase orders in Purchasing • Post goods receipts • Discuss the basics of using standard workflows in the project system • Create service operations • Enter and accept services

SAP

SAP Only

Internal

Use

Partner

194

© 2005 SAP AG. All rights reserved.

2005 / Q2

PLM220

Test Your Knowledge

Test Your Knowledge 1.

The system always generates a purchase order automatically when releasing an externally-processed activity. Determine whether this statement is true or false.

2.

True False

For the combination of plant and network type, you can specify in Customizing whether a workflow is to be generated for purchase-order relevant changes in a network plan or not. □ □

3.

True False

When using service operations in networks, you can enter goods receipts both for planned and for unplanned services.

Use

Partner

Determine whether this statement is true or false.

Internal

Only

□ □

Determine whether this statement is true or false.

SAP

SAP

□ □

True False

Only

Internal

Use

Partner

2005 / Q2

© 2005 SAP AG. All rights reserved.

195

Test Your Knowledge

PLM220

Answers 1.

The system always generates a purchase order automatically when releasing an externally-processed activity.

Partner

Answer: True

SAP

SAP

For the combination of plant and network type, you can specify in Customizing whether a workflow is to be generated for purchase-order relevant changes in a network plan or not.

Use

2.

This statement is incorrect on not just one but two counts. Firstly, the system initially creates one purchase requisition only based on the data for the externally-processed activities. A purchase order is not created until later - typically by the Purchasing Department. Secondly, the system can generate a purchase requisition on release. Depending on settings, this may occur either automatically in “Created” status or else manually - in which case the person responsible for the network decides at what point the purchase requisition is to be generated.

Internal

Only

Answer: False

When using service operations in networks, you can enter goods receipts both for planned and for unplanned services.

Use

Answer: False Instead of a good receipt, service entry takes place for service activities followed by service acceptance. Both planned and unplanned activities can be taken into account however.

196

© 2005 SAP AG. All rights reserved.

2005 / Q2

Only

Internal

3.

Partner

In the parameters for the network type, you specify whether a workflow is to be generated in the case of purchase-order relevant changes or not using the Workflow Purchase Order Change indicator. The parameters for the network type are again defined depending on the combination of plant and network type. A further requirement for generating this workflow is that the corresponding event-type linkage has been activated in general Workflow Customizing.

Unit 5 Unit Overview

Partner SAP

After completing this unit, you will be able to:

Use

Unit Contents Lesson: Assigning Material Components to Activities ......................... 198 Exercise 11: Material Assignment ............................................ 209 Lesson: Processes of Material Procurement.................................... 226 Exercise 12: In-House Production Process ................................. 239 Lesson: Requirements Grouping ................................................. 253 Lesson: Assemblies, Availability Check and Delivery from Projects ......... 258 Exercise 13: Delivery from Projects.......................................... 267

2005 / Q2

© 2005 SAP AG. All rights reserved.

197

Only

Internal

Assign material to activities Carry out the BOM transfer Process purchase requirement and purchase orders for material Carry out requirements planning for projects Discuss aspects of requirements grouping of material components Explain the function of assemblies, the availability check and the "delivery from project".

Partner

• • • • • •

SAP

Unit Objectives

Use

In this unit you learn about the various options for assigning material components to network activities and thus planning the procurement and consumption of materials. The unit then deals with the different procurement types for materials and the related processes in Purchasing and production as part of the execution phase of projects. You also learn about the various options for requirements grouping of materials and the corresponding prerequisites. To finish the materials unit, it also covers the topics of materials availability checking and delivery of materials from a project.

Internal

Only

Materials

Unit 5: Materials

PLM220

Lesson: Assigning Material Components to Activities Lesson Overview

Internal

Only

The first step in the context of detailed material requirements planning for projects is to assign material components to activities. This lesson teaches you how material components are assigned to activities. This particularly deals with the bill of material. Furthermore, this lesson provides an overview of the different types of procurement that are available for procuring material in the implementation phase of projects.

Lesson Objectives After completing this lesson, you will be able to: Assign material to activities Carry out the BOM transfer

Business Example

SAP

SAP

The turbine you are manufacturing in your project is made up of a variety of components, which in turn consist of further components. Plan the procurement and the later consumption of the required material components in your project.

Use

Partner

• •

Only

Internal

Use

Partner

198

© 2005 SAP AG. All rights reserved.

2005 / Q2

PLM220

Lesson: Assigning Material Components to Activities

Integration with Other Applications

Use

Partner

Only

Internal

Projects are linked via materials to Sales and Distribution, Materials Management (Purchasing and Inventory Management), and to Production Planning and Control.

SAP

SAP

Figure 78: Material in the Project

Only

Internal

Use

Partner

2005 / Q2

© 2005 SAP AG. All rights reserved.

199

Unit 5: Materials

PLM220

Use

Partner

Only

Internal

Figure 79: Integration with MM and PP:

SAP Use

Only

Internal

Non-stock items are entered if materials are to be procured directly for the network (that is not using MRP). Purchase requisitions are created for non-stock items. These requisitions are passed directly to Purchasing.

Partner

Stock items are entered for materials that are kept in stock (made to stock inventory or sales order stock). Reservations are generated for stock items.

SAP

To plan the material requirements for a particular project, you can assign materials to activities. The system differentiates between stock items (item category L) and non-stock items (item category N).

200

© 2005 SAP AG. All rights reserved.

2005 / Q2

PLM220

Lesson: Assigning Material Components to Activities

Procurement Types

Partner

The simplest scenario involves assigning components directly to the network or directly to the activity in an overview screen. Every item in the overview contains a detail screen, which provides details on procurement.

Use

SAP

Only

Internal

Figure 80: Material Assignment for the Activity

Use

Partner Only

Internal

SAP

As of Release 4.6, the item detail screen includes the Procurement Parameters tab that contains information on the item category, the characteristics of the material, and the account assignment of the component.

2005 / Q2

© 2005 SAP AG. All rights reserved.

201

Unit 5: Materials

PLM220

SAP Use

Partner Only

Internal

SAP

The way in which components are procured depends on a variety of settings. The item category of the component assignment is an important indicator. You have several options. If you do not want to include the components in Inventory Management but want to use them immediately in the network, choose item category Non-stock item (N). If you do, however, want to post the components to a warehouse (in other words increase stock) and use the components in the network at a later stage, choose item category Stock item (L). Variable-size items are also available, for example.

Use

Partner

Only

Internal

Figure 81: Selecting the Procurement Type (1)

202

© 2005 SAP AG. All rights reserved.

2005 / Q2

PLM220

Lesson: Assigning Material Components to Activities

Use

Partner

Only

Internal

Figure 82: Selecting the Procurement Type (2)

SAP Use

The material is purchased or manufactured internally (or both), Individual or collective requirements (or both) are possible for the material The material can be procured in advance.

The control data of the project definition determines whether stocks can be built up for your project.

You can define a setting within the BOM to specify that the components are procured independently of the material master settings.

2005 / Q2

© 2005 SAP AG. All rights reserved.

203

Only

Internal

The account assignment category of the sales order determines whether sales order or project stocks can be built up.

Partner

• • •

SAP

The way in which components are procured depends on both the item category and the attributes of the material. The material master stores information on whether:

PLM220

Internal

Figure 83: Procurement Indicator

In the network profile, you can propose a procurement indicator that is defaulted in the component assignment.

SAP

SAP

The procurement indicator helps you to assign components to the activity. It contains default values for determining the stock and the procurement type. You can prevent additional dialog boxes appearing during the material assignment by selecting a procurement indicator.

Use

Partner

Only

Unit 5: Materials

Only

Internal

Use

Partner

204

© 2005 SAP AG. All rights reserved.

2005 / Q2

PLM220

Lesson: Assigning Material Components to Activities

BOM Transfer

Use

Partner

Only

Internal

SAP

Only

Internal

You can assign WBS BOMs to projects using the BOM Transfer transaction. To do so, you must choose the corresponding selection parameters.

Partner

Use

Project bills of material are BOMs that are valid for a particular WBS element. You can create a WBS BOM by copying a material BOM or other WBS BOMs. You create and edit WBS BOMs in the Master Data for the Production component.

SAP

Figure 84: WBS BOM and Project Routing

2005 / Q2

© 2005 SAP AG. All rights reserved.

205

Unit 5: Materials

PLM220

Use

Partner

Only

Internal

Figure 85: BOM Transfer

SAP Use

Procedure:

• •

Specify which field in the BOM and network activity is to be used as a reference point. These fields must have the same structure in both objects (example: CHAR, eight digits). As of Release 4.6, both the BOM and network contain a field called Reference Point. You can define possible entries for this Reference Point field in Customizing. Define reference points in the BOM components and the network activities. Start the BOM PS interface (after changing the BOM) In this process BOM components are assigned to activities. If the Reservation/purchase req. indicator is activated, then purchase requisitions and reservations are created for the assigned components.

206

© 2005 SAP AG. All rights reserved.

2005 / Q2

Only

Internal

•

Partner

The assignments themselves are project-specific, but can be made simultaneously for a large number of networks in the project. You can assign individual components, individual BOM assemblies, or a multi-level BOM. You can assign components manually without reference points.

SAP

The logical link between a BOM component and a network activity, called the “reference point”, is essential for ensuring the correct automatic assignment of a material component.

PLM220

Lesson: Assigning Material Components to Activities

Use

Partner

Only

Internal

Figure 86: Selection Parameters of the BOM Transfer

SAP

SAP

Most of the selection parameter settings for the BOM transfer can already be preassigned in the BOM transfer profile in Customizing. The priorities for the stock segments and the selection date for all logs, however, cannot be preassigned.

Only

Internal

Use

Partner

Figure 87: Customizing the Reference Points

2005 / Q2

© 2005 SAP AG. All rights reserved.

207

Unit 5: Materials

PLM220

As of Release 4.6, you can preassign the name and description of reference points in Customizing. This allows you to look for reference points using the matchcode search. You can no longer enter reference points that do not actually exist. As of Release 4.6, there are special table fields for reference points in the network and the BOM. As in earlier releases, you can, however, still determine which table fields are to be used as reference points. You can define this setting in Customizing rather than in the BOM Transfer transaction used in earlier releases.

Use

Partner

Only

Internal

SAP

SAP Only

Internal

Use

Partner

208

© 2005 SAP AG. All rights reserved.

2005 / Q2

PLM220

Lesson: Assigning Material Components to Activities

Exercise 11: Material Assignment Exercise Objectives After completing this exercise, you will be able to: • Manually assign material components to network activities • Use the BOM transfer

Only

Task 1:

Assign component E-1517 to activity 3100 Material procurement plant components as a non-stock item. Use the following data for the assignment:

SAP

SAP

Call up the Project Builder and assign two components to activity 3100 Material Procurement plant components for your project T-100##.

Use

1.

Use

Partner

Various material components are required for the final assembly of the turbine system. You create a WBS BOM with all components that are required for your specific project. You assign the items of the BOM to activities of your project and plan their procurement.

Internal

Business Example

Values

Material

E-1517

Requirements quantity

1

Item category

N

Only

Field Name

Partner

Internal

Assign the material in the component overview.

Now create a purchase requisition for the network. Display the detail screen of the component. Check the account assignment category for the component. Which account assignment category has been entered for the quantity/value flow? ___ When will the purchase requisition be generated? __________ Continued on next page

2005 / Q2

© 2005 SAP AG. All rights reserved.

209

Unit 5: Materials

PLM220

On which date will the component be procured? __________ 2.

Assign another material component to the same activity. Assign material E-1203A as a stock item. First return to the component overview for the activity.

Values

Material

E-1203A

Requirements quantity

1

Procurement indicator

Delete field contents

Item category

L

Create a reservation for the WBS element. Check the account assignment category for the component. Which account assignment category has been entered for the quantity/value flow? ___

SAP

SAP

Can the material be purchased? ______ Save the changed data. Purchase requisitions and reservations were generated the last time data was saved. Display the components of your project in the extended individual components overview. Make sure that the PS info profile YIDES_130000 is selected for the report. Change the field selection for the report. Display the following fields in the report: Field Name Material Material text Purchase requisition Requisition item Requirements date Continued on next page

210

© 2005 SAP AG. All rights reserved.

2005 / Q2

Only

Internal

Call up the report for your project.

Partner

Use

3.

Use

Partner

Field Name

Internal

Only

In the second item, enter the material with the following data:

PLM220

Lesson: Assigning Material Components to Activities

Field Name Requirements quantity Quantity withdrawn Account assignment category Special stock

4.

Internal

Only

Exit the report without saving the overview. Display the component overview in the project planning board. Display the component overview for all objects of your project.

Component E-1517

7 days earlier

Component E-1203A

At the start of the activity

Use

Partner

Change the procurement dates. Use the following data:

Save your changes.

SAP

1.

Create a single-level WBS BOM for the top WBS element of your project. Use the material BOM T-20000 as the template.

Field Name

Values

WBS element

T-100##

Material

T-20000

Plant

1300

BOM usage

3 (universal)

Only

Internal

Use the following data on the initial screen:

Use the following data when copying the BOM:

Continued on next page

2005 / Q2

© 2005 SAP AG. All rights reserved.

Partner

Use

If you want to assign several components, assigning materials manually can be quite time consuming. As an alternative, you can assign bills of material (BOMs). Now create your own BOM and assign it to the project.

SAP

Task 2:

211

Unit 5: Materials

PLM220

Field name

Values

Material

T-20000

Plant

1300

BOM usage

3

Only

Now save the WBS BOM.

Partner

2.

Use the BOM transfer to assign the components of your WBS BOM to your project activities.

Values

Project definition

T-100##

WBS element

T-100##

Material

T-20000

Plant

1300

BOM usage

3

SAP

Field name

Use

SAP

Use the following data on the initial screen:

Partner

Use

Check the BOM transfer selection parameters.

Values

WBS BOM

Select

Multi-level

Select

Plant stock

2

Project stock

1

Only

Internal

Use the following parameters: Field name

Call up the BOM transfer. First the results list appears, in which you see all the components that the system can assign automatically. Save the assignments. Continued on next page

212

© 2005 SAP AG. All rights reserved.

Internal

An overview of the material BOM appears. Choose all components except for material P-100 and copy the items to the WBS BOM.

2005 / Q2

PLM220

Lesson: Assigning Material Components to Activities

If necessary, confirm the scheduling warnings. 3.

BOMs are often changed during the course of a project. Expand your WBS BOM to include material P-100 and double the requirement quantity for component T-20100.

Partner

Field name

Values

WBS element

T-100##

Material

T-20000

Plant

1300

BOM usage

3 (universal)

Internal

Only

Use the following data to identify your BOM:

Values

Item category

L

Component

P -100

Quantity

1

Use

Save your entries.

Internal

4.

Update the component assignment for your project. Use the BOM transfer again. Enter the following data on the initial screen: Values

Project definition

T-100##

WBS element

T-100##

Material

T-20000

Plant

1300

BOM usage

3

Only

Field name

Continued on next page

2005 / Q2

© 2005 SAP AG. All rights reserved.

Partner

Store another reference point for the components so that they can be assigned automatically with the BOM transfer. Enter the reference point 1310 Procurement plant components.

SAP

Field Name

Use

SAP

Enter material P-100 as an additional component with the following data:

213

Unit 5: Materials

PLM220

Check the selection parameters of the BOM transfer again.

Field Name

Values

WBS BOM

Select

All items

Select

Multi level

Select

Plant stock

2

Project stock

1

Call up the BOM transfer. Save the change.

SAP

The results list appears. The symbols in the first column indicate whether the component is being created, deleted, changed, or reallocated.

Partner

Save your changes.

Only

Internal

Use

SAP

The overview of components that cannot be assigned automatically appears. The components T-20200, T-20610, T-20620 and T-20630 should be listed here. Do not assign any components manually, rather go to the results list.

Use

Partner

Hint: If you always call up the BOM transfer with the same parameters, you should create a selection profile that contains these settings.

Internal

Only

Use the following parameters:

214

© 2005 SAP AG. All rights reserved.

2005 / Q2

PLM220

Lesson: Assigning Material Components to Activities

Solution 11: Material Assignment Task 1: 1.

Call up the Project Builder and assign two components to activity 3100 Material Procurement plant components for your project T-100##.

Only

Internal

Assign component E-1517 to activity 3100 Material procurement plant components as a non-stock item. Assign the material in the component overview.

Field Name

Values

Material

E-1517

Requirements quantity

1

Item category

N

Use

Partner

Use the following data for the assignment:

SAP

SAP

Now create a purchase requisition for the network. Display the detail screen of the component. Check the account assignment category for the component.

Use

Only

Internal

When will the purchase requisition be generated? __________

Partner

Which account assignment category has been entered for the quantity/value flow? ___

Continued on next page

2005 / Q2

© 2005 SAP AG. All rights reserved.

215

Unit 5: Materials

PLM220

On which date will the component be procured? __________ a)

SAP Menu → Logistics → Project System → Project → Project Builder (Double-click to select Project Builder). “Drag and drop” your project from the worklist to the structure tree. Expand the project definition and the WBS elements Turbine and Purchasing to call up the detail screen of the activity. Choose Component Overview. Use the specified data for the assignment. Confirm your entries by clicking the Enter pushbutton.

Partner

c)

A dialog box might appear in which you can select the procurement type. Set the Purchase requisition for network indicator.

Internal

Only

b)

Confirm your data entries by clicking the Continue pushbutton. Display the detail screen of the component. Select the component in the overview and click the General pushbutton to call up the detail screen.

SAP

The tab page shows the account assignment type and the indicator Res./purch.req..

Use

2.

Assign another material component to the same activity. Assign material E-1203A as a stock item.

Internal

First return to the component overview for the activity. In the second item, enter the material with the following data:

Only

Field Name

Values

Material

E-1203A

Requirements quantity

1

Procurement indicator

Delete field contents

Item category

L

Create a reservation for the WBS element. Continued on next page

216

© 2005 SAP AG. All rights reserved.

Partner

You can see the requirement date on the General Data tab page.

SAP

Go to the Procurement Parameters tab page.

Use

d)

2005 / Q2

PLM220

Lesson: Assigning Material Components to Activities

Check the account assignment category for the component. Which account assignment category has been entered for the quantity/value flow? ___ Can the material be purchased? ______ Save the changed data. a)

Position the cursor on activity 3100 in the tree structure.

Only

In the second item, enter the material with the specified data. Confirm your entries by clicking the Enter pushbutton. Select the Reserv. WBS element indicator. Confirm your data entries by clicking the Continue pushbutton. b)

Display the detail screen of the component.

SAP

Check the account assignment category for the component. To so so, go to the Procurement Parameters tab page.

Use

Save the changed data. Choose Save. Purchase requisitions and reservations were generated the last time data was saved. Display the components of your project in the extended individual components overview. Make sure that the PS info profile YIDES_130000 is selected for the report. Call up the report for your project. Change the field selection for the report. Display the following fields in the report:

Continued on next page

2005 / Q2

© 2005 SAP AG. All rights reserved.

217

Only

Internal

3.

Partner

In the Material Master section, also look at the Procurement field.

SAP

Select the component in the overview and click the General pushbutton to call up the detail screen.

Use

Partner

The dialog box appears in which you can select the procurement type.

Internal

Click the Component overview pushbutton in the activity detail screen.

Unit 5: Materials

PLM220

Field Name Material Material text Purchase requisition Requisition item Requirements date

Only

Internal

Requirements quantity Quantity withdrawn Account assignment category

Exit the report without saving the overview. a)

SAP Menu → Logistics → Project System → Information System → Structures → Enhanced Individual Overviews → Components (double-click to choose).

SAP

Enter the project definition T-100## in the Project field.

SAP

Click the PS Info profile pushbutton and assign the appropriate profile. Confirm with Continue.

Use

Partner

Special stock

b)

Change the field selection for the report. In the "menu, choose View→ Choose fields… and display the following fields in the report:

Internal

Confirm your data entries by clicking the Continue pushbutton. Exit the report without saving the overview. Click the Back pushbutton and exit the dialog box without saving.

Only

4.

Display the component overview in the project planning board. Display the component overview for all objects of your project. Change the procurement dates. Use the following data: Component E-1517

7 days earlier

Component E-1203A

At the start of the activity

Continued on next page

218

© 2005 SAP AG. All rights reserved.

Partner

Use

Choose Execute.

2005 / Q2

PLM220

Lesson: Assigning Material Components to Activities

Save your changes. a)

Display the component overview in the project planning board. SAP Menu → Logistics → Project System → Project → Project Planning Board → Change Project (Double-click to select transaction) Enter your project in the Project definition field, select With activities, use project planning board profile 1001 Elevators/Turbines and click the Open Project icon.

Only

b)

Choose Select all to select all objects.

c)

The procurement dates of the components are displayed in the graphic. You can call up the detail screen by double-clicking the description of the component.

SAP

Choose Save.

In the detail screen for E-1203A, set the indicator Algn.Start date.Comp.

SAP

Choose Back to confirm your entries.

Use

For E-1517, enter the value 7- in the Offset field and the time unit Day in the next field.

Use

Partner

Choose Component Overview.

Internal

Optimize the project display by clicking the Zoom in on graphic and Adapt graphic area icons.

Choose Back to confirm your entries.

1.

Create a single-level WBS BOM for the top WBS element of your project. Use the material BOM T-20000 as the template. Use the following data on the initial screen:

Continued on next page

2005 / Q2

© 2005 SAP AG. All rights reserved.

219

Only

Internal

If you want to assign several components, assigning materials manually can be quite time consuming. As an alternative, you can assign bills of material (BOMs). Now create your own BOM and assign it to the project.

Partner

Task 2:

Unit 5: Materials

PLM220

Field Name

Values

WBS element

T-100##

Material

T-20000

Plant

1300

BOM usage

3 (universal)

Values

Material

T-20000

Plant

1300

BOM usage

3

An overview of the material BOM appears. Choose all components except for material P-100 and copy the items to the WBS BOM.

SAP

a)

SAP Menu → Logistics → Production → Master Data → Bills of Material → Bill of Material → WBS BOM → Single Level → Create (Choose transaction by double-clicking t)

Use

Partner

Use the data indicated in the initial screen. Use the material BOM T-20000 as a template. Choose Copy Material BOM. Confirm your data entries by clicking the Continue pushbutton. An overview of the material BOM appears. Choose all components except for material P-100 and copy the items to the WBS BOM. Select the components to do so. The choose Copy. Choose Save. 2.

Use the BOM transfer to assign the components of your WBS BOM to your project activities. Continued on next page

220

© 2005 SAP AG. All rights reserved.

2005 / Q2

Only

Internal

Use the specified data when copying the BOM. b)

SAP

Now save the WBS BOM.

Use

Partner

Field name

Internal

Only

Use the following data when copying the BOM:

PLM220

Lesson: Assigning Material Components to Activities

Field name

Values

Project definition

T-100##

WBS element

T-100##

Material

T-20000

Plant

1300

BOM usage

3

Internal

Only

Use the following data on the initial screen:

Check the BOM transfer selection parameters.

SAP

Values

WBS BOM

Select

Multi-level

Select

Plant stock

2

Project stock

1

SAP

Field name

Use

Partner

Use the following parameters:

Call up the BOM transfer.

Use

Only

Internal

Save the assignments.

Partner

First the results list appears, in which you see all the components that the system can assign automatically.

Continued on next page

2005 / Q2

© 2005 SAP AG. All rights reserved.

221

Unit 5: Materials

PLM220

If necessary, confirm the scheduling warnings. a)

SAP Menu → Logistics → Project System → Material → Planning → Bill of Material Transfer (Double-click to select transaction). Use the data indicated in the initial screen.

b)

Check the BOM transfer selection parameters. Choose Selection Parameters.

Only

Confirm your entries by clicking the appropriate pushbutton. c)

Call up the BOM transfer.

Partner

To do this, choose Execute. First the results list appears, in which you see all the components that the system can assign automatically.

Use

Choose Save. If necessary, confirm the scheduling warnings.

SAP

BOMs are often changed during the course of a project. Expand your WBS BOM to include material P-100 and double the requirement quantity for component T-20100.

Field name

Values

WBS element

T-100##

Material

T-20000

Plant

1300

BOM usage

3 (universal)

Enter material P-100 as an additional component with the following data: Field Name

Values

Item category

L

Component

P -100

Quantity

1 Continued on next page

222

© 2005 SAP AG. All rights reserved.

2005 / Q2

Only

Internal

Partner

Use

Use the following data to identify your BOM:

SAP

3.

Internal

Use the indicated parameters.

PLM220

Lesson: Assigning Material Components to Activities

Store another reference point for the components so that they can be assigned automatically with the BOM transfer. Enter the reference point 1310 Procurement plant components. Save your entries. a)

SAP Menu → Logistics → Production → Bills of Material → Bill of Material → WBS BOM → Single Level → Change (Choose transaction by double-clicking it)

Only

Choose Item. b)

Double the requirement quantity for material T-20100 Turbine casing. Confirm your entries by clicking the Enter pushbutton. Double-click the item number. Enter the value 1310 in the Reference point field in the General Data section of the Basic Data tab.

SAP

4.

Update the component assignment for your project. Use the BOM transfer again.

Internal

Values

Project definition

T-100##

WBS element

T-100##

Material

T-20000

Plant

1300

BOM usage

3

Only

Field name

Partner

Use

Enter the following data on the initial screen:

Check the selection parameters of the BOM transfer again. Use the following parameters:

Continued on next page

2005 / Q2

© 2005 SAP AG. All rights reserved.

SAP

Choose Save.

Use

Partner

Enter material P-100 as an additional component with the specified data.

Internal

Use the data indicated in the initial screen.

223

Unit 5: Materials

PLM220

Values

WBS BOM

Select

All items

Select

Multi level

Select

Plant stock

2

Project stock

1

Hint: If you always call up the BOM transfer with the same parameters, you should create a selection profile that contains these settings.

Save the change. The overview of components that cannot be assigned automatically appears. The components T-20200, T-20610, T-20620 and T-20630 should be listed here. Do not assign any components manually, rather go to the results list.

SAP

Save your changes. SAP Menu → Logistics → Project System → Material → Planning → Bill of Material Transfer (double-click to select the transaction) Use the data indicated in the initial screen. b)

Choose Selection Parameters. Confirm your entries by clicking the appropriate pushbutton.

c)

Choose Execute. A dialog box appears as a result of the quantity change in the BOM. Choose Confirm. The overview of components that cannot be assigned automatically appears. The components T-20200, T-20610, T-20620 and T-20630 should be listed here. Do not assign any components manually, rather go to the results list. To do this, choose Results. Choose Save.

224

© 2005 SAP AG. All rights reserved.

2005 / Q2

Only

Internal

Use the indicated parameters.

Partner

Use

a)

SAP

The results list appears. The symbols in the first column indicate whether the component is being created, deleted, changed, or reallocated.

Use

Partner

Call up the BOM transfer.

Internal

Only

Field Name

PLM220

Lesson: Assigning Material Components to Activities

Lesson Summary You should now be able to: • Assign material to activities • Carry out the BOM transfer

Use

Partner

Only

Internal

SAP

SAP Only

Internal

Use

Partner

2005 / Q2

© 2005 SAP AG. All rights reserved.

225

Unit 5: Materials

PLM220

Lesson: Processes of Material Procurement Lesson Overview This lesson introduces you to the different processes for project-oriented material procurement. These include the direct procurement of material via purchasing as well the procurement of assemblies via material requirements planning and production.

Only

Internal

Lesson Objectives After completing this lesson, you will be able to:

Partner

• •

Process purchase requirement and purchase orders for material Carry out requirements planning for projects

After you have planned the material for your turbine project, you now procure the required material components. In doing this, use the integration into purchasing and the MRP of your enterprise.

Use

Direct Procurement

SAP

SAP

Business Example

Only

Internal

Use

Partner

Figure 88: Direct Procurement, Non-Stock Items

226

© 2005 SAP AG. All rights reserved.

2005 / Q2

PLM220

Lesson: Processes of Material Procurement

Non-stock item (N): The item category non-stock item is used for components that are not procured by way of warehouse stock, project stock, or sales order stock, but are procured directly by the network activity. Purchase requisitions are created for these components. These requisitions are passed directly to Purchasing. When the goods are received, they are not placed into stock, but posted to the activity.

Only

Use

Partner

Internal

Non-stock items cannot be managed as project stock or sales order stock.

Internal

The purchase requisition number is displayed on this tab page. You can call up the purchase requisition directly from here. If a purchase order is already available, its number will be displayed on the Procurement Parameters tab page. You can also call up the purchase order from here.

2005 / Q2

© 2005 SAP AG. All rights reserved.

227

Only

If you choose direct procurement with item category N, you can choose between two procurement types: Either purchase requisition for the network or third-party requisition for the network. The procurement type is displayed on the Purchasing Data tab page on the detail screen for the assigned component. You can change the procurement type at a later stage.

Partner

Use

SAP

SAP

Figure 89: Assigning Non-Stock Items

Unit 5: Materials

PLM220

SAP Use

Only

Internal

Partner

In the Purchase Orders for the Project report, you can check and change all purchase orders for your project.

SAP

As long as you have activated the requirements within your network (for the entire network, the individual activity, or the individual component), a purchase requisition is generated when you save data. You can analyze all purchase requisitions of your project in the information system. In the Purchase Requisitions for the Project report, you can analyze the purchase requisition, assign vendors, and create purchase orders for the purchase requisition.

Use

Partner

Only

Internal

Figure 90: Purchasing Process

228

© 2005 SAP AG. All rights reserved.

2005 / Q2

PLM220

Lesson: Processes of Material Procurement

Procurement via Material Requirements Planning

Use

Partner

Only

Internal

SAP

The item category “L” (stock item) is used for components kept in stock. When you save, the system creates a reservation for the required material.

Use Internal

Once quantities and dates have been planned in requirements planning, these planned procurement elements are converted into "exact" procurement elements: for production, this is the production order and, for external procurement, the purchase order.

2005 / Q2

© 2005 SAP AG. All rights reserved.

229

Only

Independent requirements (requirements for finished products, saleable assemblies, trading goods and spare parts) trigger requirements planning. In order to cover the requirements, order quantities and dates have to be determined, and the corresponding procurement elements scheduled. The procurement element for requirements planning is a planned order, or for external procurement a purchase requisition. Dependent requirements are determined by exploding the bill of material for materials produced in-house to determine the quantity of components required to manufacture a finished product or assembly. Planned orders are created at each BOM level to cover requirements when a material shortage occurs.

Partner

The main function of material requirements planning is to ensure material availability (in other words, to procure the required quantities on time - both in-house and for sales). This includes monitoring stocks and, above all, creating procurement proposals for purchasing and production.

SAP

Figure 91: Procurement Using Requirements Planning, Stock Item

PLM220

Internal

Figure 92: Assigning Stock Items

SAP Use

Only

Internal

Partner

The reservation either takes effect a) immediately, b) after release, or c) never. Case c) is possible as of release 4.6. This enables you to release the activity but leave the reservation inactive for planning. You can make the reservation active for planning at a later stage.

SAP

In the detail screen of component assignment for stock items, you can select the General data tab page to change the requirements date, check the withdrawal and confirmed quantity, and check the reservation number. On the Procurement Parameters tab page, you can determine when the reservation will take effect for planning.

Use

Partner

Only

Unit 5: Materials

230

© 2005 SAP AG. All rights reserved.

2005 / Q2

PLM220

Lesson: Processes of Material Procurement

Use

Partner

Only

Internal

Figure 93: Stock Item with BOM

SAP Use

Partner Only

Internal

SAP

In the example process displayed, material T-20600 produced in-house is assigned to activity 10 in a project with valuated sales order or project stock. To procure dependent requirements for the material, a requirements planning run is performed. The dependent components are then purchased and consumed by the production order. The production order is processed and material T-20600 posted to stock. The process ends with T-20600 being issued from the project stock and the network activities being confirmed.

2005 / Q2

© 2005 SAP AG. All rights reserved.

231

PLM220

Internal

Figure 94: Material: Stock/Requirements List

The current stock/requirements list shows the current stock/requirements situation of a material. This evaluation is contained in project systems under Project System Material Planning and the Information Systems Material.

SAP Use

Only

Internal

As of Release 4.6A, the current stock/requirements list can be called up via individual access for a material number, but also evaluated via collective access according to product group, class, MRP controller, vendor, or production line.

Partner

From this list, you can display and change the individual objects that generate and cover requirements, you can display the associated master data, and convert planned orders to production orders or purchase orders, for example.

SAP

The various MRP elements are re-read and displayed when the list is compiled. This means that the stock/requirements list always displays the current availability of the material. Changes that are made after the planning date are displayed directly, in other words the list is dynamic. Stock/requirements lists are not stored permanently in the system but are volatile and are only stored in the working memory.

Use

Partner

Only

Unit 5: Materials

232

© 2005 SAP AG. All rights reserved.

2005 / Q2

PLM220

Lesson: Processes of Material Procurement

Use

Partner

Only

Internal

Figure 95: MRP Run for Project

SAP Use

Only

Internal

Partner

In the example above, material T-20600 was assigned to the project. The MRP run generates a planned order for the reservation. Since T-20600 has a BOM with three components, the MRP run generates reservations for the corresponding dependent requirements and generates three further planned orders or purchase requisitions.

SAP

The MRP run for the project differs from the standard planning run. When the MRP run is carried out for the project, all components for the project are selected (as long as you select them via the project definition and not via subhierarchies). The MRP run generates the dependent requirements of components with a BOM and generates a procurement element for these dependent requirements.

2005 / Q2

© 2005 SAP AG. All rights reserved.

233

Unit 5: Materials

PLM220

Use

Partner

Only

Internal

Figure 96: Material for the Production Order

SAP Use

Only

Internal

The project stocks T-20610, T20620, and T-20630 are consumed by the production order at the price calculated in valuation. The respective actual costs are debited from the production order.

Partner

The planned order for T-20600 is converted into a production order. The planned costs for materials are only displayed for valuated project stock and for collective stock.

SAP

Goods are received for the purchase orders for components T-20610, T-20620, and T-20630. The goods receipt increases the project stock of the materials. Commitments according to the order value are reduced by the goods receipt and stocks are formed according to the standard costs (for standard price control) or the order value (for moving price control).

234

© 2005 SAP AG. All rights reserved.

2005 / Q2

PLM220

Lesson: Processes of Material Procurement

Use

Partner

Only

Internal

Figure 97: Editing the Production Order

SAP Use

The actual network activity costs are aggregated and displayed for the higher-level WBS elements.

This reduces the project stock (crediting the WBS element). The actual costs are debited from the network.

Partner

A goods issue is posted for the network for assembly T-20600.

Internal

This increases the stock value for material T-20600 in project stock by the value of the material project stock segment.

SAP

The final confirmation is entered for the production order and material T-20600 is delivered to the project stock.

Only

2005 / Q2

© 2005 SAP AG. All rights reserved.

235

Unit 5: Materials

PLM220

Third-Party Purchase Orders

Use

Partner

Only

Internal

SAP

Third-party purchase orders are documents where the purchased material is delivered directly from the vendor to the customer.

Use

• • •

236

from central address management from customer master data from vendor master data

© 2005 SAP AG. All rights reserved.

Only

Internal

You can use addresses from:

Partner

When assigning material components to network activities with the indicator Third party order, the system will ask you to maintain the address of the customer to which the vendor is to ship the goods.

SAP

Figure 98: Third-Party Purchase Orders

2005 / Q2

PLM220

Lesson: Processes of Material Procurement

Advance Procurement

Use

Partner

Only

Internal

SAP Use

Only

Internal

You can only use advance (preliminary) procurement if you are working with sales order or project stock. This means that you must use item category “L” when you assign your components to ensure that stock can be managed. In order to calculate the requirements for procurement with those of consumption, the components must be managed internally in sales order or project stock.

Partner

In engineering projects, it is common for critical components with long and unreliable delivery times to be purchased at an early stage in the project, well before the project activities, where these components will be consumed, are specified. Advance procurement is used to this end.

SAP

Figure 99: Advance Procurement

2005 / Q2

© 2005 SAP AG. All rights reserved.

237

Unit 5: Materials

PLM220

The following section distinguishes between two scenarios: Planned independent requirements and preliminary purchase requisition. •

Only

Use

Partner

Internal

•

Scenario 1: Assemblies that need to be produced well in advance of consumption can be allocated as stock-items (“L”), with the indicator planned independent requirement set for the procurement activity. The MRP run then generates a planned order which triggers a production process. The production order will be delivered to stock where it will be consumed later by a second allocation to the consuming assembly activity. Scenario 2: Assemblies that need to be ordered well in advance of consumption can be allocated as stock-items (“L”), with the indicator preliminary purchase requisition set for the procurement activity. The system then generates a preliminary purchase requisition, which triggers a purchasing process. The goods receipt for the component builds up stock. You can allocate the component later to the consuming activity (“assembly”) thus reserving and consuming the stock.

SAP

SAP Only

Internal

Use

Partner

238

© 2005 SAP AG. All rights reserved.

2005 / Q2

PLM220

Lesson: Processes of Material Procurement

Exercise 12: In-House Production Process Exercise Objectives After completing this exercise, you will be able to: • Procure material using requirements planning • Explain procurement processes in purchasing and production

Only

Task: In the next exercise, you will procure material for your project and use it in the network. Take component T-20600 that you assigned previously and trace all steps of its procurement and use in the system. First display the stock/requirements list for material T-20600.

SAP

SAP

1.

Field Name

Values

Material

T-20600

Plant

1300

Perform a planning run for your project to generate procurement elements. The best way of doing this is to open a second session so that you can always process the stock/requirements list in one session. Use the settings indicated in the initial screen.

Continued on next page

2005 / Q2

© 2005 SAP AG. All rights reserved.

239

Only

Internal

Until now, only one requirement has been generated. You need, however, one more procurement element.

Partner

Use

Use the following data on the initial screen:

2.

Use

Partner

You procure material components that you require for assembling the turbine system. For this, you use the integration of the project system into purchasing as well as into production.

Internal

Business Example

Unit 5: Materials

PLM220

Field Name

Values

Project definition

T-100##

Create purchase requisition

1

Display material list

Select

You have created procurement elements for the requirements. These, however, are planning procurement elements. You will generate the actual procurement elements in the next step.

Partner

3.

Display the stock/requirements list for material T-20600 and create a production order for your reservation.

Values

Material

T-20600

Plant

1300

In the individual stock segment for your project, the list contains a planned order as well as the reservation.

Use

Refresh the data selection in the requirements/stock list. 4.

During the planning run, the system has created requirements and procurement elements for dependent components. Component T-20600 has requirements for component T-20610, T-20620, and T-20630. Order the components and post them to the warehouse. Suitable purchase requisitions have already been created by the MRP run. Convert these to purchase requisitions in the information system. First assign purchase requisitions automatically to purchasing information records, then create the purchase order. Display the overview of the assignments and then create the purchase order.

Continued on next page

240

© 2005 SAP AG. All rights reserved.

2005 / Q2

Only

Internal

Make a note of the production order number: ___________

Partner

Convert the planned order into a production order and release it immediately.

SAP

Field Name

Use

SAP

Use the following data on the initial screen:

Internal

Only

Carry out the planning run.

PLM220

Lesson: Processes of Material Procurement

You can create new purchase orders by clicking the Process Assignment pushbutton. The purchase order appears. On the left-hand side of the overview, select your three purchase requisitions and copy them to the purchase order. Save the purchase order.

Internal

Only

Make a note of the order number: ____________ Go back to the SAP menu. 5.

The components you ordered have been delivered. Now post them to the warehouse with a reference to your purchase order.

Values

Purchase order

Your order number

OK

Activate

Storage location

0001

The components are now in the warehouse, ready to be used in the production order.

Use

Take the components from storage location 001 and use them in the production order. Post a goods issue for this purpose. Once the components for the production order have been withdrawn, the order can be processed. Confirm the order with the planned quantity. In doing so, set the Final confirmation status. Save the confirmation.

8.

You have posted services to the production order but not yet posted the completed material T-20600 to the warehouse. Post the goods receipt for your order. Enter the following data on the initial screen:

Continued on next page

2005 / Q2

© 2005 SAP AG. All rights reserved.

241

Only

Internal

7.

Partner

6.

SAP

SAP

Field Name

Use

Partner

Use the following data:

Unit 5: Materials

PLM220

Field name

Values

Movement type

101

Order

Your production order

Plant

1300

Storage location

0001

9.

Check the stock situation for material T-20600 in your project. Use the stock/requirements list.

Field Name

Values

Material

T-20600

Plant

1300

SAP

10. Use material T-20600 in the project. Remove the material from storage location 0001 with reference to your reservation. The reservation and item number, for example, is in the stock/requirements list or the activity.

Use

Post the goods issue.

Internal

11. Call up the stock/requirements list for material T-20600 again. Use the following data on the initial screen: Value

Material

T-20600

Plant

1300

Only

Field Name

The individual requirements stock segment for your project has been reduced by the goods receipt.

242

© 2005 SAP AG. All rights reserved.

Partner

Or display all reservations for your network and choose those for material T-20600.

SAP

The production order should no longer be visible in the list and stock should now be built up for your project.

Use

Partner

Use the following data on the initial screen:

Internal

Only

Copy the default values from the order and post the goods receipt.

2005 / Q2

PLM220

Lesson: Processes of Material Procurement

Solution 12: In-House Production Process Task: In the next exercise, you will procure material for your project and use it in the network. Take component T-20600 that you assigned previously and trace all steps of its procurement and use in the system. 1.

First display the stock/requirements list for material T-20600.

Only

Values

Material

T-20600

Plant

1300

Until now, only one requirement has been generated. You need, however, one more procurement element. SAP Menu → Logistics → Project System → Material → Planning → Stock/Requirements List (double-click to select the transaction)

SAP

SAP

a)

Use the data indicated in the initial screen. Choose Continue to call up the list. You should notice an individual requirements stock segment for your project in the list with reservation via a unit of the material. Until now, only one requirement has been generated. You need, however, one more procurement element.

2.

Perform a planning run for your project to generate procurement elements. The best way of doing this is to open a second session so that you can always process the stock/requirements list in one session. Use the settings indicated in the initial screen.

Continued on next page

2005 / Q2

© 2005 SAP AG. All rights reserved.

243

Only

Internal

Exit the transaction using the Back pushbutton.

Partner

Use

b)

Use

Partner

Field Name

Internal

Use the following data on the initial screen:

Unit 5: Materials

PLM220

Field Name

Values

Project definition

T-100##

Create purchase requisition

1

Display material list

Select

You have created procurement elements for the requirements. These, however, are planning procurement elements. You will generate the actual procurement elements in the next step. SAP Menu → Logistics → Project System → Material → Planning → MRP Project (double-click to select the transaction) Use the settings indicated in the initial screen. Click the Enter pushbutton twice. b)

A results list appears, which also contains the dependent requirements for your project.

SAP

3.

Display the stock/requirements list for material T-20600 and create a production order for your reservation.

Use

Values

Material

T-20600

Plant

1300

In the individual stock segment for your project, the list contains a planned order as well as the reservation. Convert the planned order into a production order and release it immediately. Refresh the data selection in the requirements/stock list.

Continued on next page

244

© 2005 SAP AG. All rights reserved.

2005 / Q2

Only

Internal

Field Name

Partner

Use the following data on the initial screen:

SAP

Exit the transaction using the Back pushbutton.

Use

Partner

a)

Internal

Only

Carry out the planning run.

PLM220

Lesson: Processes of Material Procurement

Make a note of the production order number: ___________ a)

If you also opened the list in a different session, click the Refresh pushbutton. Otherwise, choose: SAP Menu → Logistics → Project System → Material → Planning → Stock/Requirements List (double-click to select the transaction) Use the data indicated in the initial screen.

Only

b)

In the individual stock segment for your project, the list contains a planned order as well as the reservation. In the dialog box, click the → Prod. ord. (convert planned order to Production order pushbutton. The header screen for the production order appears. Release and save the production order. Choose Release.

SAP

c)

You have returned to the stock/requirements list. Refresh the data selection.

SAP

Choose Save.

Use

Partner

Double-click the planned order field.

Internal

Choose Continue to call up the list.

You should now see a production order for your reservation.

Internal

4.

During the planning run, the system has created requirements and procurement elements for dependent components. Component T-20600 has requirements for component T-20610, T-20620, and T-20630. Order the components and post them to the warehouse.

Only

Suitable purchase requisitions have already been created by the MRP run. Convert these to purchase requisitions in the information system. First assign purchase requisitions automatically to purchasing information records, then create the purchase order. Display the overview of the assignments and then create the purchase order. You can create new purchase orders by clicking the Process Assignment pushbutton. The purchase order appears. Continued on next page

2005 / Q2

© 2005 SAP AG. All rights reserved.

Partner

Use

Choose Refresh.

245

Unit 5: Materials

PLM220

On the left-hand side of the overview, select your three purchase requisitions and copy them to the purchase order. Save the purchase order. Make a note of the order number: ____________ Go back to the SAP menu. SAP Menu → Logistics → Project System → Information System → Material → Purchase Requisitions → For the project (Choose the transaction by double-clicking it) Specify your project definition T-100## and click the Execute pushbutton.

Partner

b)

An overview of all purchase requisitions appears. To select material T-20610, place cursor on the material T-.20610 and choose function F9 to select.

Use

Choose Assign automatically. Assign materials T-20620 and T-20630 the same way. c)

Choose Assignments.

SAP

Place your cursor on the line below vendor C.E.B..

Use

Partner

Select Process assignment. Confirm the dialog box with Continue.

Internal

If another dialog box appears, choose New purchase order. The purchase order appears.

Only

On the left-hand side of the overview, select your three purchase requisitions and copy them to the purchase order. Choose Adopt. Choose Save. e)

The purchase order number appears in the status bar. Exit the overview of assignments by choosing Back. Save the changed purchase requisitions. Exit the report graphic using the Back pushbutton. Continued on next page

246

© 2005 SAP AG. All rights reserved.

SAP

The purchase requisitions are sorted in the overview according to their assignments.

d)

Internal

Only

a)

2005 / Q2

PLM220

Lesson: Processes of Material Procurement

5.

The components you ordered have been delivered. Now post them to the warehouse with a reference to your purchase order.

Field Name

Values

Purchase order

Your order number

OK

Activate

Storage location

0001

The components are now in the warehouse, ready to be used in the production order. SAP Menu → Logistics → Materials Management → Purchasing → Purchase Order → Follow-On Functions → Good Receipt (Choose the transaction by double-clicking it)

Use

Partner

a)

Use the indicated data.

SAP

Only

Internal

Take the components from storage location 001 and use them in the production order.

Partner

Exit the transaction using the Back pushbutton.

Save the goods receipt.

SAP

Activate the OK flag and specify the storage location for each of the three items. Once you have processed the item, click it to process the next item.

Use

Enter your purchase order number on the right of the Purchase order number field and choose Execute to transfer the data.

6.

Internal

Only

Use the following data:

Continued on next page

2005 / Q2

© 2005 SAP AG. All rights reserved.

247

Unit 5: Materials

PLM220

Post a goods issue for this purpose. a)

SAP Menu → Logistics → Materials Management → Inventory Management → Goods Movements → Goods Issue (Choose the transaction by double-clicking it) Choose the To Order pushbutton. Enter your production order number in the dialog box.

Only

7.

Once the components for the production order have been withdrawn, the order can be processed. Confirm the order with the planned quantity. In doing so, set the Final confirmation status. Save the confirmation.

SAP

SAP Menu → Logistics → Production → Production Control → Confirmation → Enter → For Order (Choose the transaction by double-clicking it) Enter the number of your production order and call up the confirmation.

Use

Select the Final Confirmation indicator. Choose Save. 8.

You have posted services to the production order but not yet posted the completed material T-20600 to the warehouse. Post the goods receipt for your order. Enter the following data on the initial screen:

Continued on next page

248

© 2005 SAP AG. All rights reserved.

2005 / Q2

Only

Internal

Enter the planned quantity in the Yield to confirm field.

Partner

To do so, choose Enter.

SAP

a)

Use

Choose Post.

In the SLoc field, enter the value 0001 each time.

Internal

A goods withdrawal overview appears. Specify the storage locations for the materials.

Partner

Confirm the entries with Continue.

PLM220

Lesson: Processes of Material Procurement

Field name

Values

Movement type

101

Order

Your production order

Plant

1300

Storage location

0001

a)

SAP Menu → Logistics → Production → Production Control → Goods Movements → Goods Issue (Choose the transaction by double-clicking it) Use the data indicated in the initial screen.

Partner

Confirm your entries by clicking the Enter pushbutton. b)

Copy the default values from the order and post the goods receipt.

Use

To do so, choose Copy. Then choose Post. Check the stock situation for material T-20600 in your project. Use the stock/requirements list.

SAP

SAP

9.

Field Name

Values

Material

T-20600

Plant

1300

If the list is also open in a different session, click the Refresh pushbutton. Otherwise, call up the list again. SAP Menu → Logistics → Project System → Material → Planning → Stock/Requirements List (double-click to select the transaction) Use the data indicated in the initial screen. Choose Continue to call up the list.

Continued on next page

2005 / Q2

© 2005 SAP AG. All rights reserved.

249

Only

Internal

The production order should no longer be visible in the list and stock should now be built up for your project.

Partner

Use

Use the following data on the initial screen:

a)

Internal

Only

Copy the default values from the order and post the goods receipt.

Unit 5: Materials

PLM220

10. Use material T-20600 in the project. Remove the material from storage location 0001 with reference to your reservation. The reservation and item number, for example, is in the stock/requirements list or the activity. Or display all reservations for your network and choose those for material T-20600. Post the goods issue. SAP Menu → Logistics → Materials Management → Inventory Management → Goods Movements → Goods Receipt (Choose the transaction by double-clicking it) Enter storage location 0001. A dialog box appears, in which you can enter the reservation number and the item number. Display all reservations for your network and choose those for material T-20600. In the Network field, enter your network number (if you don't know it, search for it via matchcode).

SAP

An overview of the reserved components appears.

Use

Copy the data by clicking the Adopt pushbutton.

Select the component T-20600 (you might have to scroll through the overview).

Partner

Post the goods issue.

Internal

11. Call up the stock/requirements list for material T-20600 again. Use the following data on the initial screen: Value

Material

T-20600

Plant

1300

Only

Field Name

Continued on next page

250

© 2005 SAP AG. All rights reserved.

SAP

Choose Continue.

Use

Partner

Choose the For Reservation pushbutton.

Internal

Only

a)

2005 / Q2

PLM220

Lesson: Processes of Material Procurement

The individual requirements stock segment for your project has been reduced by the goods receipt. a)

If the list is also open in a different session, click the Refresh pushbutton. Otherwise, call up the list again. SAP Menu → Logistics → Project System → Material → Planning → Stock/Requirements List (double-click to select the transaction)

Internal

Only

Use the data indicated in the initial screen.

Use

Partner

Choose Continue to call up the list.

SAP

SAP Only

Internal

Use

Partner

2005 / Q2

© 2005 SAP AG. All rights reserved.

251

Unit 5: Materials

PLM220

Lesson Summary You should now be able to: • Process purchase requirement and purchase orders for material • Carry out requirements planning for projects

Use

Partner

Only

Internal

SAP

SAP Only

Internal

Use

Partner

252

© 2005 SAP AG. All rights reserved.

2005 / Q2

PLM220

Lesson: Requirements Grouping

Lesson: Requirements Grouping Lesson Overview This lesson deals with requirements grouping of material components managed in valuated project stock. In this lesson, you will learn about the background, the various options and the prerequisites for requirements grouping.

Only

After completing this lesson, you will be able to: •

Discuss aspects of requirements grouping of material components

For future turbine projects, you would like to structure materials procurement more efficiently from the point of view of MRP. You therefore resolve to get a general idea of the options offered by the material requirements grouping in this respect.

SAP

SAP

Requirements Grouping

Use

Partner

Business Example

Internal

Lesson Objectives

Only

Internal

Use

Partner

Figure 100: Requirements Grouping

2005 / Q2

© 2005 SAP AG. All rights reserved.

253

Unit 5: Materials

PLM220

Prerequisite for using requirements grouping: • • • •

Valuated project stock Grouping WBS elements (where the stocks are grouped) MRP groups that allow requirements grouping (in the material master, planning screen 1) The assigned components require periodic lot sizes (material master, planning screen 1) and must be able to be managed in the sales order or project stock

Use

Partner

Only

Internal

SAP

SAP

Use

• •

254

In the most basic scenario, you group the requirements of all the WBS elements in your project into one WBS element. You can, however, also create projects that are only meant for grouping requirements for other projects.

© 2005 SAP AG. All rights reserved.

2005 / Q2

Only

Internal

Until now, you have managed material either in the plant stock or for each individual WBS element. Either you had no control at all over procurement or you were fully responsible. With the help of requirements grouping, you can now determine the degree of control yourself.

Partner

Figure 101: Background to Requirements Grouping

PLM220

Lesson: Requirements Grouping

Partner

Only

Internal Use

Figure 102: Requirement Grouping Options

There are various ways of grouping requirements:

•

Use

Only

Internal

•

Partner

•

You can group requirements within a project (the easiest way of doing this is to group requirements automatically). You can group requirements from various projects in one (or more) project(s). The WBS elements must then be assigned manually. You can group all components of a WBS element in one WBS element (strictly speaking, components are assigned to activities, which are then assigned to WBS elements and then grouped). You can group the components of a WBS element to various WBS elements according to the MRP group of the components.

SAP

SAP

•

2005 / Q2

© 2005 SAP AG. All rights reserved.

255

Unit 5: Materials

PLM220

Partner

Only

Internal Use

Figure 103: Settings for Requirements Grouping

Requirements grouping is set at various points in the system:

SAP Use

•

256

© 2005 SAP AG. All rights reserved.

2005 / Q2

Only

Internal

•

Partner

•

Valuated project stock must be allowed in the project definition control data. The automatic requirements grouping indicator can also be activated for the entire work breakdown structure. In this case, the requirements are grouped to one WBS element only (the top one). The MRP element indicator must be set for WBS elements (exception: automatic requirements grouping). The MRP element determines whether the requirements may be grouped into one WBS element, and how. In Customizing for the WBS, you must determine the MRP groups involved in requirements grouping. Materials to be included in requirements grouping must allow sales orders or project stocks. You must assign an MRP group that allows requirements grouping to these. The lot size of the materials cannot be “exact” but must allow a periodic procedure (otherwise multiple requirements cannot be grouped).

SAP

•

PLM220

Lesson: Requirements Grouping

Lesson Summary You should now be able to: • Discuss aspects of requirements grouping of material components

Use

Partner

Only

Internal

SAP

SAP Only

Internal

Use

Partner

2005 / Q2

© 2005 SAP AG. All rights reserved.

257

Unit 5: Materials

PLM220

Lesson: Assemblies, Availability Check and Delivery from Projects Lesson Overview

Only

Lesson Objectives •

Explain the function of assemblies, the availability check and the "delivery from project".

Business Example

SAP

SAP

You as the person responsible for the project want to know whether the material components you planned for assembling the turbine are available on time. In addition, parts of the turbine are to be delivered to your customer.

Use

Partner

After completing this lesson, you will be able to:

Internal

This lesson introduces you to additional functions of the project system on the subject of material. Assemblies are a way of defining the production of material in networks. The availability check helps to identify missing parts in projects in time. The "Delivery from Projects" function enables you to generate delivery notes for shipping activities of material in the project system.

Only

Internal

Use

Partner

258

© 2005 SAP AG. All rights reserved.

2005 / Q2

PLM220

Lesson: Assemblies, Availability Check and Delivery from Projects

Assemblies

Use

Partner

Only

Internal

SAP

SAP

Figure 104: Assemblies

Scenario without assemblies: The components are procured for activities 3000 and 3100. Texts and other data in network activities describe the assembly of T-20200 (running gear) and product T-20000 (turbine). Quantity flow does not take place for T-20200 and T-20000.

•

•

2005 / Q2

The components T-20210, T-20220, and T-20230 are procured for activity 3000 as dependent requirements of the assembly T-20200 that is produced in activity 4000. You can carry out receipt posting by reserving the assembly with a negative quantity after confirmation of the activity 4000. Assembly T-20200 is consumed in activity 5000 - if applicable, together with components T-20300 and T-20400. The product T-20000 is produced in this activity and posted to stock. An SD delivery to the customer can be created from this stock at a later stage and a goods issue posted.

© 2005 SAP AG. All rights reserved.

259

Only

Internal

Scenario with assemblies:

Partner

Use

•

Unit 5: Materials

PLM220

Availability Check for Material

Use

Partner

Only

Internal

Figure 105: Material Availability Check

SAP

Checking rules must be determined for the individual application (e.g. requirements planning, order management etc.) in Customizing.

Use

Checking group: Assignment in material master (planning data screen) Checking rule: Assignment to order type Scope of check: Scope of check: Specification of checking details for each checking rule and group

Check times: Checks carried out manually or automatically (at network creation and/or network release). Checking results: Missing material status or assignment of confirmed quantity.

260

© 2005 SAP AG. All rights reserved.

2005 / Q2

Only

Internal

• • •

Partner

Checking rules include various elements:

SAP

The availability check is controlled by multi-part checking rules.

PLM220

Lesson: Assemblies, Availability Check and Delivery from Projects

Use

Partner

Only

Internal

Figure 106: Scope of Check

SAP Use

Projects can have their own stock from the MRP view, called project stock. The project stock is allocated to a WBS element. You can only withdraw components for the WBS element.

2005 / Q2

© 2005 SAP AG. All rights reserved.

261

Only

Internal

Sales orders can have their own stock from the MRP view, called sales order stock. The sales order stock is allocated to an item in the sales order. You can only withdrawal components for the sales order item.

Partner

A material that is kept in plant stock is not allocated to a specific order and is available for all orders.

SAP

The scope of checking determines which stocks, issues, and receipts will be taken into account in the availability check. In the ATP check, only receipts that are booked before a requirement (issue) are included in the check for this issue. The ATP quantity of a receipt is the quantity that has not yet been “consumed” by issues.

Unit 5: Materials

PLM220

SAP Use Internal

262

© 2005 SAP AG. All rights reserved.

2005 / Q2

Only

The checking group of the material is set in Customizing for Sales and Operations Planning, for example. It determines whether individual or collective requirements will be generated for the material, for example.

Partner

The scope of the check is an important factor for the ATP availability check. It is determined by means of the checking rule (that was defined previously in checking control) and using the checking group for the material that will be checked. The scope of the check determines how the ATP availability check will be carried out - What are receipts and issues, which sales order or project stocks are checked? Will storage locations or entire plants be checked?

SAP

Based on the status, the checking control function determines whether an order type will be checked and if so, which checking rules will be used. The order type corresponds to the network type in the project system. The checking rule, however, represents just a descriptive text.

Use

Partner

Only

Internal

Figure 107: Customizing for the Availability Check

PLM220

Lesson: Assemblies, Availability Check and Delivery from Projects

Delivery from Projects

Use

Partner

Only

Internal

Figure 108: Delivery Information

SAP Use Internal

If components with different delivery information are chosen in the “delivery from the PS”, individual deliveries will be created for these components.

Partner

Data from the delivery information can be used to filter in the “delivery from the PS” according to components.

SAP

The higher-level object forwards the delivery information to the lower-level object. For example: If a component has no delivery information but the upper-level activity does, this information is transferred to the component. If a lower-level object has delivery information, the delivery information of the upper-level object is not taken. For example: A component and the upper-level activity have different delivery information. The internal delivery information has priority for the component.

Only

2005 / Q2

© 2005 SAP AG. All rights reserved.

263

Unit 5: Materials

PLM220

Use

Partner

Only

Internal

Figure 109: Delivery

SAP Use

264

By specifying delivery information that describes the components in greater detail (delivery date, ship-to party, requirements date, for example), By specifying network data (the activity number, for example) By specifying material characteristics (G/L account, purchase requisition number, for example)

© 2005 SAP AG. All rights reserved.

2005 / Q2

Only

• •

•

Partner

You can limit the selection

Internal

You can select components by specifying the project definition, the WBS element, a sales order, or a network.

SAP

You can select material components that are to be delivered to the customer, and create an SD delivery note automatically.

Lesson: Assemblies, Availability Check and Delivery from Projects

Internal

Partner

Only

PLM220

If you deliver from PS, detail screens for each component display the various quantities related to the component (requirement quantities, item quantities, quantity in delivery, open quantities, available open quantities, for example).

Use

Once the material is selected, the delivery note is created with a reference to the network components.

SAP

SAP

Figure 110: Delivery from Project

Use

Only

Internal

Partner

You can deliver materials from stock, project stock, or sales order stock. Each position in the delivery refers directly to the reservation or purchase requisition.

2005 / Q2

© 2005 SAP AG. All rights reserved.

265

Unit 5: Materials

PLM220

Use

Partner

Only

Internal

Figure 111: Quantities for Deliveries from PS

SAP Use

Only

Internal

Partner

If a delivery note (document type LP) is created from a project, every delivery item (item category DLP) has a direct reference to a reservation or purchase requisition in the network. This is used for availability checks and for updating actual data for the goods issue.

SAP

After the material is selected, the delivery note is created with reference to the network component.

266

© 2005 SAP AG. All rights reserved.

2005 / Q2

PLM220

Lesson: Assemblies, Availability Check and Delivery from Projects

Exercise 13: Delivery from Projects Exercise Objectives After completing this exercise, you will be able to: • Use the function “Delivery from Projects”

You create a delivery note for material components that are supposed to be delivered to customers from your turbine project. To do so, you already stored different bits of information in your system.

Partner

Task: In the final exercise, take a look at the delivery from the project. Prepare your project for delivery from Project System. Create delivery information with the Project Builder.

Use

1.

Manually create delivery information for activity 3000 Preliminary orders.

SAP

SAP

Enter Group## as a description of the delivery information.

Internal

Project definition

T-100##

Shipping point

1300

Planned GI date

Tomorrow

Delivery date

Two weeks from today

Ship-to party

1600

Sales organization

1000

Distribution channel

10

Division

00

Only

Values

Partner

Use

Use the following data: Field name

Assign the delivery information already available Group 20 to activity 3100 Material procurement plant components. Save the changes made to your project. Continued on next page

2005 / Q2

© 2005 SAP AG. All rights reserved.

Internal

Only

Business Example

267

Unit 5: Materials

PLM220

2.

You can only deliver goods that are available. Post a goods receipt for the project. Post a pump p-100 to your project stock. You can then call up the stock/requirements list for the material in order to check the project stock.

3.

Create a delivery for goods recipient 1600. Combine the components for the delivery from your project to recipient 1600.

Only

Confirm warnings that appear regarding missing settings in the material master of individual components.

Partner

Some components, for example pump p-100, are available in the warehouse and can be delivered. Compile a delivery containing the pump.

Internal

If a dialog box appears asking you to provide missing information on the delivery, provide this information.

Check the delivery information again for the component.

Use

Check the available open quantity in the component detail screen. Check the delivery date and goods issue date.

SAP

4.

Process the delivery that you created previously. Normally, the delivery should now be picked and packed. You can leave out this step. Post the goods issue directly.

SAP

Create the delivery.

Only

Internal

Use

Partner

268

© 2005 SAP AG. All rights reserved.

2005 / Q2

PLM220

Lesson: Assemblies, Availability Check and Delivery from Projects

Solution 13: Delivery from Projects Task: In the final exercise, take a look at the delivery from the project. 1.

Prepare your project for delivery from Project System. Create delivery information with the Project Builder.

Internal

Only

Manually create delivery information for activity 3000 Preliminary orders. Enter Group## as a description of the delivery information.

SAP

Project definition

T-100##

Shipping point

1300

Planned GI date

Tomorrow

Delivery date

Two weeks from today

Ship-to party

1600

Sales organization

1000

Distribution channel

10

Division

00

Only

Internal

Assign the delivery information already available Group 20 to activity 3100 Material procurement plant components.

Partner

Use

Values

SAP

Field name

Use

Partner

Use the following data:

Continued on next page

2005 / Q2

© 2005 SAP AG. All rights reserved.

269

Unit 5: Materials

PLM220

Save the changes made to your project. a)

Prepare your project for delivery from Project System. Create delivery information with the Project Builder. SAP Menu → Logistics → Project System → Project → Project Builder (Double-click to select Project Builder) “Drag and drop” your project from the worklist to the structure tree. Choose Extras → Delivery information.

b)

Generate new delivery information by clicking the Create pushbutton.

Partner

Enter Group## as a description of the delivery information. Confirm the entries with Continue.

Internal

Only

Expand the project and select activity 3000.

Use the indicated data.

Select the activity.

Confirm your entries with Enter.

SAP

SAP

Assign the delivery information already available Group 20 to activity 3100 Material procurement plant components.

Use

c)

Use

Confirm your entries by clicking the Copy icon.

Choose Extras → Delivery information. Enter Group 20 in the Delivery information field.

Internal

Choose Save. 2.

You can only deliver goods that are available. Post a goods receipt for the project. Post a pump p-100 to your project stock.

Partner

Confirm your entries by clicking the Copy icon.

Only

Continued on next page

270

© 2005 SAP AG. All rights reserved.

2005 / Q2

PLM220

Lesson: Assemblies, Availability Check and Delivery from Projects

You can then call up the stock/requirements list for the material in order to check the project stock. a)

SAP Menu → Logistics → Materials Management → Inventory Management → Goods Movements → Goods Receipt → Other (Choose the transaction by double-clicking it)

Only

Movement type

501

Plant

1300

Storage location

0001

Special stock

Q (Project)

Confirm your entries by clicking the Enter pushbutton.

Field name

Values

Material

p-100

Quantity

1

WBS element

T-100##

Partner

Use

The screen for entering goods receipts appears. Enter the following data:

SAP

SAP

b)

Confirm your entries by clicking the Enter pushbutton. Confirm all information with Continue. Choose Post. Create a delivery for goods recipient 1600. Combine the components for the delivery from your project to recipient 1600. If a dialog box appears asking you to provide missing information on the delivery, provide this information. Confirm warnings that appear regarding missing settings in the material master of individual components. Some components, for example pump p-100, are available in the warehouse and can be delivered. Compile a delivery containing the pump. Continued on next page

2005 / Q2

© 2005 SAP AG. All rights reserved.

271

Only

Internal

Post the goods receipt. 3.

Use

Values

Internal

Field name

Partner

Use the following data on the initial screen:

Unit 5: Materials

PLM220

Check the delivery information again for the component. Check the available open quantity in the component detail screen. Check the delivery date and goods issue date.

Use

Partner

Only

Internal

SAP

SAP Only

Internal

Use

Partner

Continued on next page

272

© 2005 SAP AG. All rights reserved.

2005 / Q2

PLM220

Lesson: Assemblies, Availability Check and Delivery from Projects

Create the delivery. a)

Create a delivery for goods recipient 1600. SAP Menu → Logistics → Project System → Material → Execution → Delivery from Project (double-click to select the transaction) Enter your project T-100## and ship-to party 1600 the initial screen. Choose Components.

Only

Confirm warnings that appear regarding missing settings in the material master of individual components.

Partner

b)

An overview of the materials that meet the filter conditions appears. Select all components except pump p-100.

Use

Choose Delete. Check the delivery information again for the component. Select pump p-100.

SAP

SAP

Choose Delivery Information. Exit from the delivery information using the Copy pushbutton. Check the available open quantity in the component detail screen.

Partner

Use

c)

Select pump p-100. Choose Detail.

Field name

Values

Delivery date

Two weeks from today

Goods issue

Tomorrow

Only

Internal

Check the delivery date and goods issue date.

Exit the detail screen by clicking the Copy icon. Choose Save. 4.

Process the delivery that you created previously.

Continued on next page

2005 / Q2

Internal

If a dialog box appears asking you to provide missing information on the delivery, provide this information.

© 2005 SAP AG. All rights reserved.

273

Unit 5: Materials

PLM220

Normally, the delivery should now be picked and packed. You can leave out this step. Post the goods issue directly. a)

SAP Menu → Logistics → Project System → Material → Execution → Delivery from Project (double-click to select the transaction) Enter your project T-100## in the initial screen. Choose Delivery. Double-click the delivery.

Choose the Post Goods Issue pushbutton.

Internal

Only

An overview of the deliveries for your project appears. Process the delivery.

Partner

b)

Choose Display/Change. Select pump p-100.

Use

SAP

SAP Only

Internal

Use

Partner

274

© 2005 SAP AG. All rights reserved.

2005 / Q2

PLM220

Lesson: Assemblies, Availability Check and Delivery from Projects

Lesson Summary You should now be able to: • Explain the function of assemblies, the availability check and the "delivery from project".

Use

Partner

Only

Internal

SAP

SAP Only

Internal

Use

Partner

2005 / Q2

© 2005 SAP AG. All rights reserved.

275

Unit Summary

PLM220

Unit Summary

Only

Use

Partner

Internal

You should now be able to: • Assign material to activities • Carry out the BOM transfer • Process purchase requirement and purchase orders for material • Carry out requirements planning for projects • Discuss aspects of requirements grouping of material components • Explain the function of assemblies, the availability check and the "delivery from project".

SAP

SAP Only

Internal

Use

Partner

276

© 2005 SAP AG. All rights reserved.

2005 / Q2

PLM220

Test Your Knowledge

Test Your Knowledge 1.

Which of the following statements are correct for the assignment of material components to network activities?

Partner

A

□ □

B C

□

D

□ □

E F

When the material is assigned, the item type is automatically derived from the material master data. The material can already be maintained in standard networks. If the BOM transfer is used, the material assignment in projects is automatically updated for each retrospective BOM change. The requirement date for material components can be derived from the activity date. Material assignments can be maintained in tables. Components that you want to assign as stock items must have a material master record.

For the direct procurement of non-stock items, you must use the valuated project stock.

SAP

□ □

Use

True False

When stock items are procured via requirements planning, the components are always produced in-house. Determine whether this statement is true or false.

True False

Only

Internal

□ □

Partner

3.

SAP

Determine whether this statement is true or false.

Use

2.

□

Internal

Only

Choose the correct answer(s).

2005 / Q2

© 2005 SAP AG. All rights reserved.

277

Test Your Knowledge

4.

PLM220

Which of the following statements concerning requirements grouping are correct?

Partner

5.

□

A

□

B

□

C

□

D

□

E

Requirements for multiple projects can be combined if certain prerequisites are fulfilled. You can group together requirements for various WBS elements depending on the MRP group. In the requirements grouping, network headers can also display individual stock elements from the MRP perspective. Requirements groupings can be used for both evaluated and unevaluated project stocks. Grouping together of requirements need not necessarily be carried out on the top WBS element.

You have to manually trigger the availability check for material in projects.

6.

True False

You can use the function "delivery from projects" to delivery the material from the plant stock, the customer stock and the project stock. Determine whether this statement is true or false.

Only

Internal

Use

True False

Partner

□ □

SAP

SAP

□ □

Use

Determine whether this statement is true or false.

Internal

Only

Choose the correct answer(s).

278

© 2005 SAP AG. All rights reserved.

2005 / Q2

PLM220

Test Your Knowledge

Answers 1.

Which of the following statements are correct for the assignment of material components to network activities? Answer: B, D, E, F

Only Partner

For the direct procurement of non-stock items, you must use the valuated project stock. Answer: False

SAP

When stock items are procured via requirements planning, the components are always produced in-house. Answer: False

Internal

2005 / Q2

© 2005 SAP AG. All rights reserved.

279

Only

Depending on the settings in the material master, it is also possible to procure stock items externally. To do this you can, for example, choose a procurement type in the material assignment where a purchase requisition for a material component is generated at the same time as the reservation. Another option is to only generate the purchase requisition in the context of MRP.

Partner

Use

3.

SAP

No inventory management is possible for non-stock items, not even in the valuated project stock.

Use

2.

Internal

Explanations regarding incorrect statements: When the material is assigned, the item type is not automatically derived from the material master data. It is either entered manually, suggested via the procurement indicator or, when the BOM explosion or transfer is used, copied from the BOM. If you use the BOM transfer and if the BOM is changed retrospectively, the project is not updated automatically. After the change, you have to carry out another BOM transfer so that the changes are accepted in the project.

Test Your Knowledge

4.

PLM220

Which of the following statements concerning requirements grouping are correct? Answer: A, B, E

Only

You have to manually trigger the availability check for material in projects. Answer: False Depending on the plant, the network type and the status (open or released), you can specify whether the availability check is to be carried out automatically when saving or manually. You do this in the check control in the Customizing of the project system you can

SAP

You can use the function "delivery from projects" to delivery the material from the plant stock, the customer stock and the project stock.

SAP

6.

Use

Partner

5.

Internal

Explanations regarding incorrect statements: Network headers cannot display individual stock segments - not even in requirements grouping. The use of evaluated project stock is a prerequisite for grouping together requirements for WBS elements. Unevaluated project stock does not permit requirements grouping.

Only

Internal

In delivery from projects, material components from the plant stock and the sales order stock, but also from the project stock can be delivered.

Partner

Use

Answer: True

280

© 2005 SAP AG. All rights reserved.

2005 / Q2

Unit 6 Unit Overview

Partner

This unit deals with progress tracking for material components. Using this function, you can enter and track dates of particular significance in the planning and procurement of materials in projects. In addition to the various functions of Progress Tracking, the corresponding Customizing settings are also discussed in this unit.

Use

Unit Objectives After completing this unit, you will be able to:

SAP

Use Progress Tracking and make the required system settings

SAP

•

Unit Contents

Only

Internal

Partner

Lesson: Progress Tracking for Material Components.......................... 282 Exercise 14: Progress Tracking for Material Components ................ 295

Use

Internal

Only

Progress Tracking

2005 / Q2

© 2005 SAP AG. All rights reserved.

281

Unit 6: Progress Tracking

PLM220

Lesson: Progress Tracking for Material Components Lesson Overview Progress Tracking provides you with functions for deadline monitoring of material components in networks. This lesson provides an overview of the Progress Tracking functions and the required prerequisites.

Only

After completing this lesson, you will be able to: •

Use Progress Tracking and make the required system settings

You use Progress Tracking to see possible delays in the procurement of material components for your turbine project in time.

Overview

Use

Partner

Business Example

Internal

Lesson Objectives

SAP

SAP Only

Internal

Use

Partner

Figure 112: What is Progress Tracking?

282

© 2005 SAP AG. All rights reserved.

2005 / Q2

PLM220

Lesson: Progress Tracking for Material Components

Progress Tracking enables you to closely monitor the progress of network components by tracking self-defined events. These events are either defined in Customizing or directly in the application. You can see some examples on the slide: Order confirmation, approval, delivery, export documents, goods receipt, and shipping advice. The corresponding transaction code is COMPXPD.

Only

Use

Partner

Internal

Progress Tracking is a new function in the SAP R/3 Enterprise Release. It contains all the features of the Monitoring Dates function (transaction NWTM). However, Progress Tracking is enhanced by a series of new developments: more flexible Customizing, status information, mass change, copying and filtering functions, evaluation, and printing functions. Progress Tracking is user-friendly and allows you to create user-specific layouts.

SAP

SAP

Use

Partner

Internal

Figure 113: Progress Tracking Objects - Differences

Progress Tracking can be executed for different objects:

Only

• •

Network components Purchase orders

The respective object is called a Progress Tracking object.

2005 / Q2

© 2005 SAP AG. All rights reserved.

283

Unit 6: Progress Tracking

PLM220

The two different Progress Tracking objects each have their own: • • • •

Transactions (COMPXPD or AXPD) Customizing settings Selection screens Field selections within Progress Tracking

Only

Use

Partner

Internal

In addition to the Project System, Progress Tracking can be used in Materials Management to monitor the progress of purchase orders. This course, however, only deals with Progress Tracking for network components.

Use

The dates of the events are either manually planned or scheduled using a scenario. Now the actual evaluation can start, which automatically notifies you of variances. In the final step, the event dates are updated. Progress Tracking is an interactive process. The individual steps are therefore repeated until the material has eventually been procured. The dates of events are saved each time you exit Progress Tracking.

284

© 2005 SAP AG. All rights reserved.

2005 / Q2

Only

First, a scenario and several events are assigned to the individual components.

In the following, Progress Tracking is used to analyze a project to which components are assigned.

Partner

Internal

SAP

SAP

Figure 114: Scenario - Network Components

Lesson: Progress Tracking for Material Components

Internal

Partner

Only

PLM220

Figure 115: Progress Tracking Procedure

Use

Procedure

SAP

SAP Only

Internal

Use

Partner

Figure 116: Selection Screen

Progress Tracking has two selection screens that you work through one after the other.

2005 / Q2

© 2005 SAP AG. All rights reserved.

285

Unit 6: Progress Tracking

PLM220

In the first selection screen, you determine the selection of components for which Progress Tracking is to be carried out. To do this, you enter projects or networks that contain the required components. The second selection screen contains all the components that matched your selection criteria in the first stage, from which you can now make a more detailed selection. It is from here that Progress Tracking itself starts. As a rule, a lot of components are listed in this section. Select those that you want to look into now. You can return to the selection screen at anytime to track other components.

SAP

SAP

Use

Partner

Only

Internal

Figure 117: Standard Events and Scenarios

Use Internal

286

Direct assignment of a standard event (see slide) Generation and assignment of a new event (not a standard event!) Assignment of a scenario that contains standard events (event relationships) Automatically by assigning a scenario to a material group (otherwise, as in 3). Using a BAdI (see later in unit)

© 2005 SAP AG. All rights reserved.

2005 / Q2

Only

1. 2. 3. 4. 5.

Partner

Progress Tracking evaluates the dates of events that are assigned to network components. This assignment can be carried out in different ways:

PLM220

Lesson: Progress Tracking for Material Components

SAP Use

Manual scheduling: Select an individual standard event in the event overview. Start scheduling (icon!). You branch to a dialog box (see slide) where you can define the settings for scheduling. After confirming the dialog box, scheduling is carried out.

Only

Internal

Automatic scheduling: If the Automatic scheduling indicator in the Event Relationships table is set for an event in a scenario, scheduling is carried out automatically according to the setting in the Progress Tracking profile.

Partner

A prerequisite for scheduling is the use of standard events, a scenario, and the definition of event relationships within the scenario. All three tables must be set up in Customizing beforehand.

SAP

Progress Tracking allows you to schedule the standard events of a scenario. This can either be triggered manually or automatically when Progress Tracking is executed.

Use

Partner

Only

Internal

Figure 118: Scheduling

2005 / Q2

© 2005 SAP AG. All rights reserved.

287

PLM220

Internal

Partner

Only

Unit 6: Progress Tracking

Progress Tracking has its own interface for evaluations. It is called up from Progress Tracking. The evaluation shows all data for a progress tracking object on one interface. This gives you a better overview and also allows you to compare and analyze in detail.

Use

The evaluation interface is split into two areas. On the left, a tree structure shows the progress tracking objects. On the right, the related events, including dates and variances, are displayed. The variances are evaluated according to the settings in the progress tracking profile.

SAP

SAP

Figure 119: Evaluation

Only

Internal

Use

Partner

Figure 120: Status Note

288

© 2005 SAP AG. All rights reserved.

2005 / Q2

PLM220

Lesson: Progress Tracking for Material Components

Caution: Status information has nothing to do with status management in general. Status information is used to provide information about individual components in a network (or purchase orders). This information is assigned to the component as a text (see slide). You can assign as many status notes to a component as required. Each one is assigned to a status information category. This enables you to control who has access to the information. In the component overview you can tell by way of an icon whether status information exists for a component.

SAP

SAP

Use

Partner

Only

Internal

Figure 121: Additional Functions

Mass change of scenarios:

Use

You can copy all dates of all events belonging to one progress tracking object to another progress tracking object. Subitems: You can add several subitems to an individual progress tracking object (for example, a component). In turn, each individual subitem can have events. Hotspots: You can branch to the master data display of objects that are underlined, for example, material master, network.

2005 / Q2

© 2005 SAP AG. All rights reserved.

289

Only

Internal

Copying dates:

Partner

You can assign one or more progress tracking objects to a scenario using mass change. When you do this, the new scenario overwrites all events that are not contained in the scenario itself.

Unit 6: Progress Tracking

PLM220

Settings Where? • •

Network components: Project System → Progress → Progress Tracking Purchase orders: Materials Management → Purchasing → Purchase Orders → Progress Tracking

What?

Use

Only Partner

Progress Tracking profile (required!) Standard events Event scenarios Event relationships within a scenario Priorities for events Assignment of default scenario to a material group Status info types Number ranges for status info Customer-specific evaluations

Internal

• • • • • • • • •

SAP

However, if you want to use scheduling, then you also need standard events, scenarios, and event relationships within a scenario. All four tables are shown in the following.

SAP

Customizing for Progress Tracking is very extensive and flexible. To carry out a simple test, all you need to do is set up a progress tracking profile.

Only

Internal

Use

Partner

Figure 122: Customizing the Progress Tracking Profile

290

© 2005 SAP AG. All rights reserved.

2005 / Q2

PLM220

Lesson: Progress Tracking for Material Components

In detail, the indicators have the following meaning: Description: Enter an explanatory short text here. Scheduling baseline, planned, and forecast: Specifies whether the respective dates are to be scheduled.

Only

Scheduling Forwards – Backwards: analogous to scheduling Backwards-Forwards. Do not display: The dialog box is not shown during manual scheduling. Variances: The traffic light colors of the individual variances are defined here.

SAP

SAP

Column display: Here you define which dates can be shown in the columns of the events overview. Note: You can also maintain a layout in the application.

Use

Partner

Scheduling Backwards - Forwards: In backward-forward scheduling, you start the scheduling backwards first and schedule all events in a scenario for which the indicator for backward scheduling is set. Afterwards, the system uses forward scheduling to determine the dates for events for which the forward scheduling indicator is set.

Internal

Forward (backward) scheduling: Determines that with one event as the starting point, the system calculates the dates of the subsequent (preceding) events. Caution: Only those events are scheduled that have the entry Forward scheduling (Backward scheduling) in the table of event relationships for the scenario.

Only

Internal

Use

Partner

Figure 123: Customizing Standard Events

In detail, the indicators have the following meaning: Event: Specifies the number of the event.

2005 / Q2

© 2005 SAP AG. All rights reserved.

291

Unit 6: Progress Tracking

PLM220

Description: Contains a short description of the event. Rank: Specifies the sorting sequence of the events display in the events overview. Reference: Defines whether and how a date can be referenced. The actual reference date is determined using a BAdI. The indicator activates a user exit.

SAP

SAP

Use

Partner

Only

Internal

Figure 124: Customizing Scenario and Event Relationships

Use

Scenario: Contains the number of the scenario. Description: Contains a short, explanatory text. The indicators of the event relationship within a scenario have the following meaning: Scenario: Contains the number of the scenario to which the event relationship refers. Preceding event: The first event in the relationship is specified here. AS: The indicator specifies that this relationship is carried out during automatic scheduling. Subsequent event: The subsequent event in the relationship is specified here. Fw: Specifies that this relationship is relevant to forward scheduling. Bw: Specifies that this relationship is relevant to backward scheduling.

292

© 2005 SAP AG. All rights reserved.

2005 / Q2

Only

Internal

Plant calendar: Specifies the factory calendar that is used for scheduling.

Partner

In detail, the indicators of the event scenario are as follows:

PLM220

Lesson: Progress Tracking for Material Components

Time interval: Specifies the interval between both events in working days. Reference: Specifies whether the time interval can be changed manually in the application.

Use

Only

Internal

Partner

For customer enhancements, you can use the methods of the BAdI definition EXPD_UPDATE shown in the slide. Use transaction SE18 to look at the methods and interfaces. Use transaction SE19 to implement them.

SAP

SAP

Use

Partner

Only

Internal

Figure 125: Business Add-Ins (BAdIs)

2005 / Q2

© 2005 SAP AG. All rights reserved.

293

Unit 6: Progress Tracking

PLM220

Use

Partner

Only

Internal

SAP

SAP Only

Internal

Use

Partner

294

© 2005 SAP AG. All rights reserved.

2005 / Q2

PLM220

Lesson: Progress Tracking for Material Components

Exercise 14: Progress Tracking for Material Components Exercise Objectives

Internal

Only

After completing this exercise, you will be able to: • Monitor material procurement dates for projects by means of progress tracking

Business Example

Task: Use Progress Tracking to plan and monitor dates for the material procurement of your project.

Field name

Value

Profile

Progress Tracking PS

Project

Your project definition

Tip: To select more than one object, keep the “Ctrl” key pressed.

Internal

To which activities are the components assigned? 2.

Manually assign an event to the first component.

Only

Set one date to two weeks in the past and update the evaluation. What has changed? 3.

Assign two standard events to the first component. Can you schedule the events?

4.

Enter additional information for the first component. Use a status note to do this. Enter a text of your choice. What effect does the category of the status note have? Continued on next page

2005 / Q2

© 2005 SAP AG. All rights reserved.

Partner

Use

Find out the dates of the first four material components in your project. To do so, call Progress Tracking using the following data.

SAP

SAP

1.

Use

Partner

In order to be able to recognize impending delays of your turbine project due to missing material components, you monitor material procurement by means of Progress Tracking.

295

Unit 6: Progress Tracking

PLM220

How many status notes can you enter per component? 5.

Save your data. What do you notice when you save?

6.

Assign event scenario PS0001 to the remaining components.

7.

Display the event overview for the second component. How many events have been assigned?

Only

Schedule the start date of the Specification event to two weeks ago today and trigger scheduling of the planned dates. Do you see any variances? Set up the variances so that a yellow traffic light appears as soon as the planned date goes past the baseline date.

10. For the Specification event, enter an actual date that corresponds to the schedule, and a baseline date that is for three weeks ago. Update the data. What color is the traffic light? 11. How long is the time interval between the events Purchase order and Approval?

SAP

12. Save your data and exit the transaction.

SAP

Use

Partner

9.

Internal

8.

Only

Internal

Use

Partner

296

© 2005 SAP AG. All rights reserved.

2005 / Q2

PLM220

Lesson: Progress Tracking for Material Components

Solution 14: Progress Tracking for Material Components Task: Use Progress Tracking to plan and monitor dates for the material procurement of your project.

Field name

Value

Profile

Progress Tracking PS

Project

Your project definition

Tip: To select more than one object, keep the “Ctrl” key pressed. To which activities are the components assigned? Choose SAP Menu → Logistics → Project System → Progress → Progress Tracking Execute Progress Tracking

Use

Select the first four material component and choose Change. The components are assigned to activity 3000. Manually assign an event to the first component. Set one date to two weeks in the past and update the evaluation. What has changed? a)

Select Append row in the Events section. Enter a text of your choice in the Description field. Plan a date two weeks in the past. Enter the relevant date in the Planned date field and then choose Refresh. The traffic light for the variance has changed from green to red and the Actual date field is highlighted.

3.

Assign two standard events to the first component. Continued on next page

2005 / Q2

© 2005 SAP AG. All rights reserved.

297

Only

Internal

2.

Partner

Enter your project number and choose the project tracking profile PS0001. Choose Program → Execute

SAP

SAP

a)

Use

Partner

Find out the dates of the first four material components in your project. To do so, call Progress Tracking using the following data.

Internal

Only

1.

Unit 6: Progress Tracking

PLM220

Can you schedule the events? a)

Choose Standard Event. A dialog box appears. Select two standard events and choose Transfer. You cannot schedule the events as the component is not assigned to an event scenario.

Only

Enter additional information for the first component. Use a status note to do this. Enter a text of your choice. What effect does the category of the status note have?

Partner

How many status notes can you enter per component? a)

Select the first row in the component overview and choose Status Note.

Internal

4.

Choose Create.

Choose Confirm.

SAP

You can enter as many status notes as you like for a component.

Use

Save your data. What do you notice when you save?

Internal

a)

Choose Save and confirm the dialog box, if necessary. The system does not exit the transaction when you save. You can carry on using Progress Tracking.

Assign event scenario PS0001 to the remaining components. a)

Only

6.

Select the three components and choose Mass Change Scenario. A dialog box appears. There, choose event scenario PS0001 and confirm your entries by selecting Enter. Confirm any messages that appear.

7.

Display the event overview for the second component. Continued on next page

298

© 2005 SAP AG. All rights reserved.

Partner

5.

SAP

The category of the status note controls who is allowed to read this information.

Use

Enter information of your choice in the Category and Title fields and write the text in the lower section.

2005 / Q2

PLM220

Lesson: Progress Tracking for Material Components

How many events have been assigned? a)

Double-click the scenario in the second row in the component overview. Seven events are assigned.

8.

Schedule the start date of the Specification event to two weeks ago today and trigger scheduling of the planned dates. Do you see any variances?

Only

Enter the relevant date in the Planned field.

Internal

a)

Select the Specification event. Choose Schedule.

Partner

A dialog box containing the detailed settings for scheduling appears. Confirm this. The events Specification and Inquiry are highlighted in color. Set up the variances so that a yellow traffic light appears as soon as the planned date goes past the baseline date. a)

Choose Profile.

SAP

SAP

Double-click the traffic light of exception Planned → Baseline. Confirm your entries.

Use

What color is the traffic light?

Internal

Enter the respective dates in the Actual and Baseline fields. Choose Update. The traffic light is now yellow.

11. How long is the time interval between the events Purchase order and Approval?

Only

a)

Choose Event Scenario. The time interval is 30 days.

12. Save your data and exit the transaction. a)

Choose Progress Tracking → Exit and confirm the dialog box by choosing Yes. Choose Progress Tracking → Exit again. Choose Program → Exit.

2005 / Q2

© 2005 SAP AG. All rights reserved.

Partner

10. For the Specification event, enter an actual date that corresponds to the schedule, and a baseline date that is for three weeks ago. Update the data. a)

Use

9.

299

Unit 6: Progress Tracking

PLM220

Lesson Summary You should now be able to: • Use Progress Tracking and make the required system settings

Use

Partner

Only

Internal

SAP

SAP Only

Internal

Use

Partner

300

© 2005 SAP AG. All rights reserved.

2005 / Q2

PLM220

Unit Summary

Unit Summary You should now be able to: • Use Progress Tracking and make the required system settings

Use

Partner

Only

Internal

SAP

SAP Only

Internal

Use

Partner

2005 / Q2

© 2005 SAP AG. All rights reserved.

301

Unit Summary

PLM220

Use

Partner

Only

Internal

SAP

SAP Only

Internal

Use

Partner

302

© 2005 SAP AG. All rights reserved.

2005 / Q2

PLM220

Test Your Knowledge

Test Your Knowledge 1.

Dates that you wish to analyze in Progress Tracking have to be manually entered into the various events beforehand. Determine whether this statement is true or false.

□ □

True False

Use

Partner

Only

Internal

SAP

SAP Only

Internal

Use

Partner

2005 / Q2

© 2005 SAP AG. All rights reserved.

303

Test Your Knowledge

PLM220

Answers 1.

Dates that you wish to analyze in Progress Tracking have to be manually entered into the various events beforehand. Answer: False

Only

Use

Partner

Internal

Manually entering dates for events in Progress Tracking is only one of the options. Dates in Progress Tracking can also be determined by scheduling or set via a mass change or copy. In particular, you can also use method GET_REFERENCE_DATE to automatically derive dates. This presumes the implementation of BAdIs EXP_UPDATE as a customer enhancement.

SAP

SAP Only

Internal

Use

Partner

304

© 2005 SAP AG. All rights reserved.

2005 / Q2

Unit 7 Unit Overview

Partner

This unit provides you an overview of the functions of ProMan. You can use ProMan for practical analysis and control of all logistical data and project-related procurement activities using just one transaction. In this lesson, you will become familiar with the various functions of ProMan based on examples.

Use

Unit Objectives After completing this unit, you will be able to:

SAP

Use ProMan and make the required system settings

SAP

•

Unit Contents

Only

Internal

Partner

Lesson: ProMan..................................................................... 306 Exercise 15: ProMan........................................................... 315

Use

Internal

Only

ProMan

2005 / Q2

© 2005 SAP AG. All rights reserved.

305

Unit 7: ProMan

PLM220

Lesson: ProMan Lesson Overview In this lesson you will become familiar with the options of ProMan. You can use ProMan to monitor the data from different applications for project-related procurement processes in a single transaction and to carry out different procurement processes.

Only

After completing this lesson, you will be able to: •

Use ProMan and make the required system settings

Overview

SAP

SAP

In the context of procuring external activities and material components for your project, a large number of documents is created in the Project System, Materials Management, Purchasing and Production. You use ProMan for the the structured monitoring of project-relevant logistical information and for executing individual procurement functions.

Use

Partner

Business Example

Internal

Lesson Objectives

Only

Internal

Use

Partner

Figure 126: What is ProMan?

306

© 2005 SAP AG. All rights reserved.

2005 / Q2

PLM220

Lesson: ProMan

The Project System is one of the most integrated components of mySAP ERP Operations: Support. An area in which this is particularly noticeable is the internal and external procurement of material and activities: As soon as an object is generated in the Project System, the relevant documents (for example, purchase requisitions) are created in other applications.

Only

ProMan solves this problem:

• •

Consolidated information from the procurement process from a variety of applications. Structured display of information. The display can be adapted to suit the individual user. Execution of individual steps in the procurement process directly from ProMan. Access to data from the Project System, Purchasing, Production, Requirements Planning, and Inventory Management. All objects and documents are taken into account, both planned and unplanned objects. Manually created documents are also displayed.

Use

Partner

•

Internal

These documents are processed by the corresponding departments (for example, Purchasing). Previously, this meant that the project team only had limited access to information that was important for the project, information that was actually triggered by the Project System.

SAP

SAP Only

Internal

Use

Partner

Figure 127: ProMan: Char. tab

ProMan is an application that is integrated with Materials Management, Purchasing and Production.

2005 / Q2

© 2005 SAP AG. All rights reserved.

307

Unit 7: ProMan

PLM220

ProMan consists of a selection screen and a main screen. The main screen has a hierarchical navigation area and different overviews, for example, for components, quantities, dates, activities, orders, documents and so on. The documents and orders that are displayed in ProMan are, for example, purchase requisitions, purchase order items, reservations, planned orders, and so on. In the hierarchical navigation area, WBS elements, networks, activities and activity elements, and components are displayed.

Only

Use

Partner

Internal

For components or documents to be displayed in ProMan, they must be assigned or account assigned to an object in a project (for example, WBS element or network activity). Caution: Requirements that are independent of a project, for example, that refer to anonymous plant stock, cannot be evaluated in ProMan.

SAP

SAP

Use

Partner

ProMan is a tool for monitoring procurement processes, and also for controlling these procurement processes. A definite prerequisite is a work breakdown structure and/or a network to which the components or services to be procured are assigned. The ProMan selection screen allows all, or only some, of these components or services to be selected for processing in ProMan. For example, the slide shows several procurement processes that can be executed or analyzed in ProMan: Reservation, purchase requisition, purchase order, goods receipt, goods issue.

308

© 2005 SAP AG. All rights reserved.

2005 / Q2

Only

Internal

Figure 128: Scenario: Purchasing Components

PLM220

Lesson: ProMan

Functions

Use

Partner

Only

Internal

Figure 129: Selection Screen

SAP

In the second section, you can enter a ProMan profile. This determines the display of variances and the selection of documents that ProMan is to display.

The selections you make here can be very complicated. So that you do not lose the settings completely each time you exit the selection screen, you can save the entire selection screen as a variant.

2005 / Q2

© 2005 SAP AG. All rights reserved.

309

Only

Internal

In the third section you define the criteria for filtering the selection. In general, the filters can refer to attributes of the components or the activities and activity elements.

Partner

Use

The first section is where the components and external services are actually selected. You do this by specifying the project definition, sales order number, WBS element, or network.

SAP

The overall selection screen for ProMan is subdivided into three sections.

PLM220

Internal

Only

Unit 7: ProMan

The main ProMan screen is divided into two areas. A hierarchical navigation area on the left, and the area for detailed information on the right. Tab pages subdivide this second area into individual sections. The slide shows the component overview.

SAP

Only

Internal

Use

Reservation number including item Name and description of the material Requirements quantity with unit of measure Item category Purchasing data (purchasing organization, purchasing group)

Partner

• • • • •

SAP

In the component overview, you are provided with the following information, for example:

Use

Partner

Figure 130: Component Overview

Figure 131: Orders and Documents View

310

© 2005 SAP AG. All rights reserved.

2005 / Q2

PLM220

Lesson: ProMan

The overview of orders/documents gives you information about orders (for example, planned orders, production orders) and documents (purchase requisitions, purchase orders, requests for quotation, material documents and so on) that are assigned to the selected components (or external services). The individual documents and orders can be displayed directly from ProMan. Simply double-click the individual document or order number to do this.

Reservation or purchase requisition Grouping to purchase requisition Purchase order Delivery Goods issue Transfer stock posting

Use

Partner

• • • • • •

Internal

Only

You can also create new documents from all of the overviews. The context determines which documents you can create. The slide shows all the options that can be created:

• • • • • •

2005 / Q2

Requirements quantity of the reservation Quantity in the planned order and in the production order Quantity of the purchase requisition and the purchase order Stock Quantity withdrawn Quantity in the material document

© 2005 SAP AG. All rights reserved.

Only

Internal

The Quantities view supplies you with detailed information about the quantities and stock levels of components. In detail, you see the following:

Partner

Use

SAP

SAP

Figure 132: Quantities View

311

PLM220

Figure 133: Dates View

• • • •

Requirements date Delivery date of the purchase requisition and purchase order Basic start and finish date of planned orders and production orders Final delivery date of production orders

Use

Partner

The date overview gives you detailed information about the dates of components (and external services). For example, you are provided with the following information:

Internal

Only

Unit 7: ProMan

SAP

SAP Only

Internal

Use

Partner

Figure 134: ProMan: Additional Functions

312

© 2005 SAP AG. All rights reserved.

2005 / Q2

PLM220

Lesson: ProMan

You can select other functions from the ProMan menu. In ProMan, choose Edit → Functions to carry out the following functions:

Only

Order progress Order report Single-item, single-level (requirements planning run, MRP) Single-item, multi-level (requirements planning run, MRP) Project planning (requirements planning run, MRP) Stock/requirements List

Internal

• • • • • •

Use

Partner

Customizing

SAP

SAP

In Customizing, you can set up two profiles for ProMan: ProMan profile. This is optional and is selected when ProMan is called up. The individual indicators are as follows: • • • •

2005 / Q2

Profile and Description: Contains number and short description of the profile Exception Profile: This is the second ProMan profile (see below) Orders/Documents: This defines per document or order whether it is read and evaluated in ProMan. Views: Defines which views are displayed in ProMan.

© 2005 SAP AG. All rights reserved.

313

Only

Internal

Use

Partner

Figure 135: ProMan: settings

Unit 7: ProMan

PLM220

Exception profile. This is optional. It is not assigned directly when ProMan is called up, instead it is selected via the ProMan profile (see above). The exception profile specifies rules that are evaluated and the result of this evaluation determines whether the traffic lights are then set to red or yellow. The traffic lights are displayed on the individual overviews. The rules for exceptions are therefore adjusted to fit the individual views, such as exceptions for documents, for example.

Use

Partner

Only

Internal

SAP

SAP Only

Internal

Use

Partner

314

© 2005 SAP AG. All rights reserved.

2005 / Q2

PLM220

Lesson: ProMan

Exercise 15: ProMan Exercise Objectives After completing this exercise, you will be able to: • Use ProMan to analyze project-related material procurement • Create a purchase order in ProMan

Only Partner

You analyze the different procurement processes for your turbine project again using ProMan. For individual material components you create a purchase order in ProMan and, if necessary, enter its goods receipt later on.

Task:

Field name

Value

Project definition

Your Project

Profile

ProMan, Demonstration, IDES

Partner

Use

Call ProMan using the following data:

SAP

SAP

1.

Use

Call ProMan to monitor and control material procurement for your project.

Internal

Question: What do you see on the screen? 2.

What is the material group of component T-20230?

3.

Reservations have been generated for all components. Look at reservation T-20100.

Only

What is the reservation number and what is the assigned movement type? The number of the reservation is: _________________ The movement type is: _________________ 4.

Look at the assigned or account assigned orders and documents for your project and answer the following question. Why are no documents displayed for activity 3000? How many and what type of documents are assigned or account assigned to your project? Continued on next page

2005 / Q2

© 2005 SAP AG. All rights reserved.

Internal

Business Example

315

Unit 7: ProMan

PLM220

Create a purchase order for components T-20100 and T-20210. Use the following data: Field name

Value

Vendor

1000

Company code

1000

Purchasing org.

1000

Purchasing group

001

What is the number of the purchase order? 6.

7.

Display the delivery date of the purchase order in ProMan. Then change the delivery date of the purchase order. Change the delivery date to an earlier date (for example, one month before the original delivery date). Optional: Post a goods receipt for the purchase order in ProMan.

Use

Partner

Display the purchase order number in ProMan.

Internal

Only

5.

SAP

SAP Only

Internal

Use

Partner

316

© 2005 SAP AG. All rights reserved.

2005 / Q2

PLM220

Lesson: ProMan

Solution 15: ProMan Task: Call ProMan to monitor and control material procurement for your project. Call ProMan using the following data: Field name

Value

Project definition

Your Project

Profile

ProMan, Demonstration, IDES

Internal

Only

1.

a)

Choose SAP Menu → Accounting → Project System → Material → Execution → Project-Oriented Procurement (ProMan)

Use

Partner

Question: What do you see on the screen?

Enter data as required. Choose Execute.

SAP

2.

What is the material group of component T-20230?

Use Internal

3.

Scroll to the right until you can see the Material Group column. The material group is: 00101, steel.

Partner

a)

SAP

On the left, there is a navigation area and on the right you see the component overview, which shows the four components of activity 3000.

Reservations have been generated for all components. Look at reservation T-20100. What is the reservation number and what is the assigned movement type? The number of the reservation is: _________________

Only

Continued on next page

2005 / Q2

© 2005 SAP AG. All rights reserved.

317

Unit 7: ProMan

PLM220

The movement type is: _________________ a)

Double-click the reservation number in the first row of the component overview. The movement type of the reservation is displayed on the top-left of the reservation. The movement type is: 281, goods issue for network Choose Reservation → Exit.

4.

Look at the assigned or account assigned orders and documents for your project and answer the following question.

Partner

Why are no documents displayed for activity 3000?

SAP

Double-click the top WBS element in the navigation area to select it. The documents are assigned or account assigned to the top WBS element and not to activity 3000. This is because of the automatic requirements grouping and the default setting of the procurement indicator.

SAP

a)

Use

How many and what type of documents are assigned or account assigned to your project?

Internal

Only

Exit the reservation.

Choose the Orders/Docs tab page.

Create a purchase order for components T-20100 and T-20210. Use the following data: Field name

Value

Vendor

1000

Company code

1000

Purchasing org.

1000

Purchasing group

001

Only

Internal

5.

What is the number of the purchase order?

Continued on next page

318

© 2005 SAP AG. All rights reserved.

Partner

Use

There are ten purchase requisitions which have not been purchased.

2005 / Q2

PLM220

Lesson: ProMan

Display the purchase order number in ProMan. a)

Select both components. Select Execute and then the entry Generate purchase order. Enter the above date and choose Execute. The purchase order is created automatically. A dialog box containing the purchase order number appears.

Only

Choose Refresh and scroll to the right. Display the delivery date of the purchase order in ProMan. Then change the delivery date of the purchase order. Change the delivery date to an earlier date (for example, one month before the original delivery date). a)

Select the Dates tab page. Scroll to the right until you can see the Delivery Date Purchase Order column. In change mode, go to the purchase order.

SAP Use

Choose Refresh to update the data in ProMan. 7.

Optional:

Internal

Post a goods receipt for the purchase order in ProMan. a)

Right-click the purchase number in ProMan and post the goods receipt.

Partner

Enter a new delivery date and save the purchase order using the relevant icon.

SAP

Select the purchase order number and in the context menu choose Change (right-hand mouse button).

Use

Partner

6.

Internal

Display the purchase order number in ProMan.

Only

2005 / Q2

© 2005 SAP AG. All rights reserved.

319

Unit 7: ProMan

PLM220

Lesson Summary You should now be able to: • Use ProMan and make the required system settings

Use

Partner

Only

Internal

SAP

SAP Only

Internal

Use

Partner

320

© 2005 SAP AG. All rights reserved.

2005 / Q2

PLM220

Unit Summary

Unit Summary You should now be able to: • Use ProMan and make the required system settings

Use

Partner

Only

Internal

SAP

SAP Only

Internal

Use

Partner

2005 / Q2

© 2005 SAP AG. All rights reserved.

321

Unit Summary

PLM220

Use

Partner

Only

Internal

SAP

SAP Only

Internal

Use

Partner

322

© 2005 SAP AG. All rights reserved.

2005 / Q2

PLM220

Test Your Knowledge

Test Your Knowledge 1.

Which of the following statements concerning ProMan are correct? A

□

B

□ □

C D

□

E

□

F

In ProMan you can also analyze purchase orders that have been manually account-assigned to a WBS element. In ProMan, you can post goods receipts and goods issues amongst other things. You can define user-specific layouts for the overviews in ProMan. In order to use ProMan, you must have defined the corresponding profiles in Customizing. In the Customizing profile for ProMan, you can specify which exceptions are displayed, which orders and documents are read and which views are displayed. In ProMan, you cannot only analyze data from the Project System but also data from Materials Management, Purchasing and Production.

Use

Partner

□

Internal

Only

Choose the correct answer(s).

SAP

SAP Only

Internal

Use

Partner

2005 / Q2

© 2005 SAP AG. All rights reserved.

323

Test Your Knowledge

PLM220

Answers 1.

Which of the following statements concerning ProMan are correct? Answer: A, B, C, E, F

Only

Use

Partner

Internal

Explanations regarding incorrect statement: All Customizing settings for ProMan are optional and no prerequisites have to be met for using ProMan.

SAP

SAP Only

Internal

Use

Partner

324

© 2005 SAP AG. All rights reserved.

2005 / Q2

PLM220

Course Summary

Course Summary You should now be able to: • • • •

Schedule projects Plan and execute internal services Trigger and edit procurement processes Procure and deliver materials for the project

Use

Partner

Only

Internal

SAP

SAP Only

Internal

Use

Partner

2005 / Q2

© 2005 SAP AG. All rights reserved.

325

Course Summary

PLM220

Use

Partner

Only

Internal

SAP

SAP Only

Internal

Use

Partner

326

© 2005 SAP AG. All rights reserved.

2005 / Q2

Feedback Only

Use

Partner

Internal

SAP AG has made every effort in the preparation of this course to ensure the accuracy and completeness of the materials. If you have any corrections or suggestions for improvement, please record them in the appropriate place in the course evaluation.

SAP

SAP Only

Internal

Use

Partner

2005 / Q2

© 2005 SAP AG. All rights reserved.

327