Sap Project System Configuration Guide
Short Description
Download Sap Project System Configuration Guide...
Description
Project System: IM Configuration Guide
__________________ ____________________________ ___________________ ___________________ __________________ ________ Configuration Document SAP ECC 6.0 for Shasun Chemicals and Drugs Limited, Chennai __________________ ____________________________ ___________________ ___________________ __________________ ________ Dated: Apr 01, 2008
DOCUMENT CONTROL
Page 1 of 63
Project System: IM Configuration Guide
Document Title:
Configuration Document for SAP ECC 6.0
Document ID : Purpose:
Configuration Document
File Name: Security Classification: Author:
Configuration Document-PS-Shasun Document-PS-Shasun Company Confidential
Approved by: Distribution List:
Harish Gour / Hari Prasad K Shasun Chemicals and Drugs Limited, Chennai SpectraSoft Technologies Technologies Ltd, Chennai. SpectraSoft Technologies Technologies Ltd, Hyderabad.
Version
Ver. No. / Date 1.0 2008-0401
V.Ananthapadmanaban
No
Date of Release
Description
1.0
Apr’ 01, 2008
Configuration
VERSION HISTORY DETAILS Brief Change Detailed Change Description Description Original
Original Document
© 2004 SpectraSoft Technologies Ltd.
Page 2 of 63
Project System: IM Configuration Guide
The contents of this document are the property of SpectraSoft Technologies Ltd and are intended for the sole purpose of consumption by Shasun Chemicals and Drugs Limited, Chennai Reproduction, distribution, and modification of this document or any parts thereof, in any form, without the written permission of SpectraSoft Technologies Technologies Ltd are not permitted. Use of this document or parts thereof for purposes other than those agreed by SpectraSoft Technologies Technologies Ltd is i s not permitted.
Page 3 of 63
Project System: IM Configuration Guide
Content 1.Project
System: Investment Management Configuration guide.............5 ............ ............ .........6 ...6 2.Define Program Types............................................... ...... ......9 .9 3.Define Person responsible......................................................... ..... Scale.............. .............. ............. ............. .............. ........... .... ................................ ..................................10 ..10 4.Define Scale....... 5.Specify Specify Status Profile....... Profile............. ............. .............. ............. ............ ...... ............................12 .......... ........... ........14 ..14 6.Specify status Authorization........................................ ..... 7.Maintain Planning Profile........................................................... ....15 8.Define Budget Profiles for Investment Programs ..............................16 Layout for Appropriatio Appropriation n Requests ....................... ................ ............18 .....18 9.Define Screen Layout 10.Define Partner Determ. Procedure and Partner Functions.................23 .......... .......... .......... .......26 ..26 11.Define User Status Profile...................................... ..... 12.Define Number Number Assignment. Assignment........ ................................................ .................................................36 ........36 assignment defined.... defined........... ..................................... .............................................37 ...............37 13.Number assignment Maintain Coding Masks for Approp. Request Request Number.................... Number............. ..........38 ...38 14.Maintain 15.Restrict and Convert Convert Coding Mask......................................... ...... ........40 ..40 Planning Profiles for Cost Planning .....................................46 .................................. ...46 16.Define Planning 17.Define Approval Levels for Appropriation Requests .........................50 18.Activate Event-Linkage for Workflow Task......................................55 .......... ........... ........56 ..56 19.Maintain Planning Profiles.......................................... ..... 20.Activate Account Assignment Objects............................................60 21.Create Statistical Cost Elements ..................................................62
Page 4 of 63
Project System: IM Configuration Guide
11
Project System: Investment Management Configuration guide
1.1
Purpose
This configuration guide provides the information that you need to manually set up configuration for PS module in mySAP mySAP ECC6.0.
Page 5 of 63
Project System: IM Configuration Guide
21
Define Program Types
2.1
Use
In this step you define program types. The program type serves to classify investment programs and contains important control information. When you create a program definition, you have to assign assign each program to a program type. Standard settings SAP provides the standard st andard program type 0001. Activities Define your program types. The following specifications are particularly important: Key and name of the program type In the detail screen: Plan/budget profile Status profile Note that you can no longer change your status profile entry in the program type once programs have been created for the program type. Using the display format, you specify whether the position ID or the short text is used for representing program positions in the lists and in the planning/budgeting functions. CO object class (as of release 3.0, all CO objects have to be assigned to a CO object class, for example indirect costs, product costs, investment costs) The CO object class serves only informational purposes for the investment program. Allowed measures - the following are allowed at present:
Page 6 of 63
Project System: IM Configuration Guide
Appropriation requests Internal orders WBS elements The object types that are allowed here are automatically adopted in the program position. However they can still be limited further there, if necessary.
2.2 Prerequisites Independent activity. activity.
2.3
Procedure
1. Access the activity using one of the following navigation options: IMG Menu
Transaction Code
SAP Customizing Implementation Guide Investment Management Investment Programs Master Data Define Program Types SPRO
2. Activities : Copy or Create Program Types Types 3. Overview of data records PType 0001 ZSCD SCD ZSRD ZS RD
Name Sample cap. inv. progr ogram Cap Cap. inv inv. progr rogram am (SC (SCDL) DL) Cap. Cap. inv inv. prog progrram (SCD (SCDL L-R&D -R&D))
Program type Budget Profile
ZSCD ZP0001
Plan. profile Status Profile Repr.form
ZP0001 Not Selected 1
Object Class Invest. profile Budget Distribution Budget dist Overall Budget dist.annl.vals Assign meas/App.Req Single Assignment Group Reporting
INVST Not Selected
Cap. inv. program (SCDL) Cap.inv.program budgeting Cap.inv.program planning ID Cap.inv.prog.position / ID Measure Profit analysis
Active Active Inactive
Page 7 of 63
Project System: IM Configuration Guide
Exch Rate Type Cons. dim
Inactive Inactive
Program type
ZSRD
Budget Profile
ZP0001
Plan. profile Status Profile Repr.form
ZP0001 Not Selected 1
Object Class Invest. profile Budget Distribution Budget dist Overall Budget dist.annl.vals Assign meas/App.Req Single Assignment Group Reporting Exch Rate Type Cons. dim
PROFT Not Selected
Cap. inv. program (SCDLR&D) Cap.inv.program budgeting Cap.inv.program planning ID Cap.inv.prog.position / ID Measure Profit analysis
Active Active Inactive Inactive Inactive
Assignable Operatives ZSCD - Cap. inv. program (SCDL) Ob Type IQ OR PR
Short Text Appropriation requests Orders WBS elements
ZSRD - Cap. inv. program (SCDL-R&D) Ob Type IQ OR PR
2.4
Short Text Appropriation requests Orders WBS elements
Result
Investment program Type created.
Page 8 of 63
Project System: IM Configuration Guide
31
Define Person responsible
3.1
Use
In this step, you define which employees can be responsible for the entire program or for program positions. You can enter the name of the person responsible in the master data of the respective respec tive program definition/program position.
3.2 Prerequisites Independent activity. activity.
3.3
Procedure
1. Access the activity using one of the following navigation options: IMG Menu
Transaction Code
SAP Customizing Implementation Guide Investment Management Investment Programs Master Data Allowed Values for Certain Master Data Fields Define Person Responsible OPS6
2. Activities : Create new Entries
Page 9 of 63
Project System: IM Configuration Guide
3. Overview of Data Records Respons. Name of resp.person 00000100A Vasanthamurugesh Vasanthamurugesh 00000200Kaushik S 00000300Vipranarayanan 00000300Vipranaray anan R 00000400Dr. Sampath Kumar 00000500Dr. Milind K Biyani 00000600Ganesh Manivannan 00000700Jaimeera G 00000800Mayur A
3.4
U s er
Result
Person responsible defined
41
Define Scale
4.1
Use
In this step you define the entries allowed for the "scale" master data field. Using a scale, you can classify your investments according to their size or scope. You can define any number of scales. You can use the scale as a selection criterion in reporting. You enter the scale in the master record of the program positions the measures and the appropriation requests Note The scale serves only to assist in classification. The scale is not related to the plan values or the budget values for the object in the system. Standard settings SAP provides various scales as examples. Activities 1. Define additional scales if you need them.
Page 10 of 63
Project System: IM Configuration Guide
4.2 Prerequisites Independent activity. activity.
4.3
Procedure
1. Access the activity using one of the following navigation options: IMG Menu
Transaction Code
SAP Customizing Implementation Guide Investment Management Investment Programs Master Data Allowed Values for Certain Master Data Fields Define Scale SPRO
2. Activities : Copy or Create New Scale for Measures
3. Overview of Data Records Scale 1 2 3
4.4
Name Small capital investments Medium-sized capital investments Large-scale capital investments
Detail display
Active
Result
Scale Defined
Page 11 of 63
Project System: IM Configuration Guide
51
Specify Status Profile
5.1
Use
In this IMG activity you define status profiles .
5.2 Prerequisites Independent activity. activity.
Page 12 of 63
Project System: IM Configuration Guide
5.3
Procedure
1. Access the activity using one of the following navigation options: IMG Menu
Transaction Code
SAP Customizing Implementation Guide Investment Management Investment Programs Master Data User Status Specify Status Profile OK02
2. Activities: Copy or Create New Status Profile 1. 2. 3. 4. 5.
Enter a Status Profile. Profile. Assign the status profile to an Object Type. Type. Define the User Status. Status. Assign Business Transactions to user statuses. Translate the status profile and user statuses.
3. Overview of Data Records PSUSERST : User Status Profile-PS
5.4
Result
User Status Profile created
Page 13 of 63
Project System: IM Configuration Guide
61
Specify status Authorization
6.1
Use
The status of a program position can be linked to an authorization check. In this step you define authorization keys which you can use to set up authorization checks when you manually set or delete a user status. When the system sets a user status as a reaction to business transaction, it does not perform an authorization check.
6.2 Prerequisites Independent activity. activity.
6.3
Procedure
1. Access the activity using one of the following navigation options: IMG Menu
Transaction Code
SAP Customizing Implementation Guide Investment Management Investment Programs Master Data User Status Specify Status Authorisations Authorisations BS52
2. Activities : SAP Standard Setting.
6.4
Result
Status authorization specified
Page 14 of 63
Project System: IM Configuration Guide
71
Maintain Planning Profile
7.1
Use
In this step you maintain planning profiles for investment programs. You need planning profiles for the planning methods below: Overall planning for internal orders Hierarchy cost planning for projects Preliminary costing for production orders that do not have a quantity structure (CO production orders). Cost planning for investment programs or investment measures, and for appropriation requests. Financial budgeting You can create new planning profiles, or change existing ones. The following settings are important: Time frame You You can specify which values are to be planned, and in which fiscal years. Value display You can specify which standard view the system is to display with the plan value, when you call up the initial screen for planning. You can default the number of decimal places and the display factor. factor.
Page 15 of 63
Project System: IM Configuration Guide
7.2 Prerequisites Independent activity. activity.
7.3
Procedure
1. Access the activity using one of the following navigation options: IMG Menu
Transaction Code
SAP Customizing Implementation Guide Investment Management Investment Programs Planning in Program Cost Planning Maintain Planning Profiles OIP1
2. Activities : Copy or Create New Planning Profile 1. Check the planning profiles provided by the SAP standard. 2. If necessary, change the detail settings for the existing planning profiles. Alternatively, Alternatively, create new planning profiles by choosing "New entries". 3. Assign the planning profile to an order type, program type, appropriation request type, project or FM area.
3. Overview of Data Records Project Profile 000001 ZP0001 ZP0002
7.4
Description Cap.inv.program planning Cap.inv.program planning Cap.inv.program planning-R&D
Result
Planning profile Investment program created
81
Define Budget Profiles for Investment Programs
8.1
Use
In this step, you define the budget profiles profiles for capital investment programs. The budget profile contains the parameters for controlling the budgeting transaction (such as, the allowed planning interval).
Page 16 of 63
Project System: IM Configuration Guide
In order to be able to carry out budgeting for a capital investment program, you have to create a budget profile, or use an already created budget profile.
8.2 Prerequisites Independent activity. activity.
8.3
Procedure
1. Access the activity using one of the following navigation options: IMG Menu
SAP Customizing Implementation Guide Investment Management Investment Programs Budgeting in Program Define Budget Profiles for Investment Programs
Transaction Code
OIB1
2. Activities : Copy or Create New Budget Profile Create the budget budget profile. Make the following entries in the detail screen: Specify whether only total values can be budgeted, or if annual values are also allowed. Define the planning interval for the budgeting of annual values (starting from the start year): number of years into the past that can be budgeted number of years into the future that can be budgeted the relationship of the start year to the current year (0 means the start year = current year) Specify how the budgeting transaction should look: the value type that should be shown with the budget values in the default view in the initial screen of the transaction default values for decimal places and the display factor
3. Overview of Data Records
Page 17 of 63
Project System: IM Configuration Guide
Profile 000001 ZP0001 ZP0002
8.4
Text Cap.inv.program budgeting Cap.inv.program budgeting Cap.inv.program budgeting-R&D
Result
Budget Profile for Investment Program Created
91
Define Screen Layout for Appropriation Requests
9.1
Use
In this step, you define the screen layout of the master record screens for appropriation request. The screen layout control you define is valid for the whole client.
9.2 Prerequisites Independent activity. activity.
9.3
Procedure
1. Access the activity using one of the following navigation options: IMG Menu
SAP Customizing Implementation Guide Investment Management Appropriation Requests Master Data Control Data Define Screen Layout for Appropriation Requests
Transaction Code
OITL
2. Activities : 1. Determine the screen group for which you want to modify fields. 2. Set the indicators for the modifiable fields and the values for the influencing fields. 3. Transport your settings, if necessary. To do this, click on Field selection -> Transport . Settings without influencing field
Page 18 of 63
Project System: IM Configuration Guide
Page 19 of 63
Project System: IM Configuration Guide
Page 20 of 63
Project System: IM Configuration Guide
Page 21 of 63
Project System: IM Configuration Guide
9.4
Result
Screen Layout for App Request defined
Page 22 of 63
Project System: IM Configuration Guide
101 Define Partner Determ. Procedure and Partner Functions 10.1
Use
In this step, you define the partner determination procedures and the partner functions that belong to them. You assign a partner determination procedure to an appropriation request by means of the appropriation request type. In the master record of the appropriation request, you can assign the persons involved with the appropriation request to appropriate partner functions (roles). In this way, you can manage the names and functions of people associated with the appropriation request
10.2 0.2 Prere rerequ quis isit ites es Independent activity. activity.
10.3
Procedure
1. Access the activity using one of the following navigation options: IMG Menu
SAP Customizing Implementation Guide Investment Management Appropriation Requests Master Data Control Data Define Partner Determ. Procedure and Partner Functions
Transaction Code
SPRO
2. Activities : Copy or create New entries 1. Define the partner functions that you want to use in connection with your appropriation requests. Make sure that a partner type is assigned to each partner function. The following partner types are allowed for appropriation requests: o
US (user)
O (organizational unit) A (work center) S (position)
Page 23 of 63
Project System: IM Configuration Guide
2. You can define keys for the partner func tions that are languagedependent on the log-on language. 3. Define the partner determination procedures and enter the necessary partner functions there. 3. Overview of Data Records Define Partner Functions Add the following New entries in addition to the Std. entries
F unc I1 I2 I3 I4 I5 I6 I7 I8
No Name Tpe Proposed By US Supported By US App-Unit/Proj Head US Approved-Finance US Approved-CEO US Head - Proj. Mgmt US UnitHead Proj.Mgmt US Approved-Finance US
High er Part Role X I3 I4 I5 I7
I7
Define Partner Determination Schema Partner schemas
Page 24 of 63
Project System: IM Configuration Guide
Partner schema
Description
IM01 IM02 IM03 Partner Functions in Procedure IM01 & IM02
IM: 1 Approver IM: 2 Approver IM :3 Approver
Funct I1 I2 I3 I4
Mand Active Active Active Active
Name Proposed By Supported By App-Unit/Proj App-Unit/Proj Head Approved-Finance
Unique Active
Page 25 of 63
Project System: IM Configuration Guide
IM03 Funct I1 I2 I3 I4 I5
10.4
Name Proposed By Supported By App-Unit/Proj App-Unit/Proj Head Approved-Finance Approved-CEO
Mand Active Active Active Active Active
Unique
Active
Result
Partner function defined.
111 Define User Status Profile
Page 26 of 63
Project System: IM Configuration Guide
11.1
Use
In this IMG activity you define status profiles.
11.2 1.2 Prere rerequ quis isit ites es Independent activity. activity.
11.3
Procedure
1. Access the activity using one of the following navigation options: IMG Menu
SAP Customizing Implementation Guide Investment Management Appropriation Requests Master Define User Data Control Data User Status
Status Profile Transaction Code
OK02
2. Activities : Copy or Create New Status Profile 3. Overview of Data Records PSUSERST : User Status Profile-PS
11.4
Result
User Status Profile defined
Page 27 of 63
Project System: IM Configuration Guide
12
Maintain Appropriation Request Types
12.1
Use
In this step, you define the appropriation request types. The appropriation request type classifies the appropriation requests according to any criteria you decide to use contains all control parameters for the master data maintenance and planning of appropriation requests
12.2 2.2 Prere rerequ quis isit ites es Independent activity. activity.
12.3
Procedure
1. Access the activity using one of the following navigation options: IMG Menu
SAP Customizing Implementation Guide Investment Management Appropriation Requests Master Maintain ApData Control Data User Status
propriation Request Types Transaction Code
SPRO
2.Activities: Create the appropriation request types you need. Copy 0r Create New entries 3.Overview of Data Records
Page 28 of 63
Project System: IM Configuration Guide
Page 29 of 63
Project System: IM Configuration Guide
App Request Type Details :S1
Page 30 of 63
Project System: IM Configuration Guide
Page 31 of 63
Project System: IM Configuration Guide
Page 32 of 63
Project System: IM Configuration Guide
Page 33 of 63
Project System: IM Configuration Guide
Page 34 of 63
Project System: IM Configuration Guide
12.4
Result
App Request type created
Page 35 of 63
Project System: IM Configuration Guide
131 Define Number Assignment 13.1
Use
In this step, you define the number ranges for the assignment of appropriation request numbers. You can roughly classify your appropriation requests using the number ranges Number assignment can be controlled by the appropriation request type. By assigning a number range group to the appropriation request type, you specify that the number assignment for this appropriation request type comes from the number range in this number nu mber range group.
13.2 3.2 Prere rerequ quis isit ites es Independent activity
13.3
Procedure
1. Access the activity using one of the following navigation options: IMG Menu
SAP Customizing Implementation Guide Investment Management Appropriation Requests Master Data Control Data User Status Define Number Assignment
Transaction Code
IMAN
NR Object From Number 000000010000 000000100000 000000200000 000000300000 000000400000 000000900000
13.4
Appropriation req To Number 000000099999 000000199999 000000299999 000000399999 000000499999 000000999999
Ext Inactive Inactive Inactive Inactive Inactive Inactive
Result
Page 36 of 63
Project System: IM Configuration Guide
Number assignment defined
Page 37 of 63
Project System: IM Configuration Guide
141 Maintain Coding Masks for Approp. Request Number 14.1
Use
In this step, you define the coding masks for appropriation request numbers. You can create a coding mask for each key that you plan to use. The system determines the coding key that it should use based on the first character of the coding key. You can use the following symbols: X for alphanumeric characters 0 for numeric characters special symbols for the structure of the appropriation request number You can also use a blocking indicator. indicator. If you set this indicator, indicator, then it is i s no longer possible to create new n ew appropriation request numbers using this thi s coding key.
14.2 4.2 Prere rerequ quis isit ites es Independent activity. activity.
14.3
Procedure
1. Access the activity using one of the following navigation options: IMG Menu
SAP Customizing Implementation Guide Investment Management Appropriation Requests Master Data Coding Mask for Approp. Request Number Maintain Coding Masks for Approp. Request Number
Transaction Code
OPSJ
2.Activities
Page 38 of 63
Project System: IM Configuration Guide
Define the coding masks. 3. Overview of Data Records PrjI D CA P CR P GR P PR D
Description CAPEX - Projects
Coding mask -00-XXX-XXXXXX-00000
CRAMS Projects
-XXXXX-X-XXX-00-00
Generics - Projects Research & Development Projects
-XXXXX-X-XXX-00-00 -000-00-00-00-00000 -000-00-00-00-00000 -000-00-00-00-00000
PST PS T
Site Site Trans ransfe ferr Pro Proje ject cts s Technology Technology Transfer Transfer PTT Projects Projects in company Y division A Projects in company Z division B
14.4
Lc k
Lk S
.000.XX-XXXX /000-XXX-000/XXXX
Result
Coding Mask for App Request maintained.
Page 39 of 63
Project System: IM Configuration Guide
151 Restrict and Convert Coding Mask 15.1
Use
In this step, you assign coding masks for the formatting of the appropriation request number to appropriation request types. At the same time, you can specify coding masks, which are different from the coding masks of the appropriation request, that the system should use for formatting the project numbers and WBS elements belonging to these appropriation request types.
15.2 5.2 Prere rerequ quis isit ites es You must have already created coding masks in Customizing by choosing Appropriation Request Number
15.3
Procedure
1. Access the activity using one of the following navigation options: IMG Menu
SAP Customizing Implementation Guide Investment Management Appropriation Requests Master Data Coding Mask for Approp. Request Number Restrict and Convert Coding Mask
Transaction Code
SPRO
2.Activities 1. Assign a coding mask to the appropriation request type. 2. Assign another coding mask to this appropriation request type in the "ProjID" column. 3. Assign additional coding masks to the appropriation request type for the appropriation request number or the project number, number, if needed. 3. Overview of Data Records Appropriation Appropria tion Request Type App Req Type 2 S1 S2 S3
Description Projects as Investment Measures R&D Projects as Investment Measures SCDL-Projects as Investment Measures
Page 40 of 63
Project System: IM Configuration Guide
S4 S5
Page 41 of 63
Project System: IM Configuration Guide
Page 42 of 63
Project System: IM Configuration Guide
Page 43 of 63
Project System: IM Configuration Guide
Page 44 of 63
Project System: IM Configuration Guide
15.4
Result
Coding Mask restricted.
Page 45 of 63
Project System: IM Configuration Guide
161 Define Planning Profiles for Cost Planning 16.1
Use
In this step, you define planning profiles for cost planning for appropriation requests.
Note: SAP Standard Setting.
16.2 6.2 Prere rerequ quis isit ites es Independent activity. activity.
16.3
Procedure
1. Access the activity using one of the following navigation options: IMG Menu
SAP Customizing Implementation Guide Investment Management Appropriation Requests Planning Define Planning Profiles for Cost Planning
Transaction Code
OIF2
Activities: Define the user-defined fields. Overview of Data Records
Page 46 of 63
Project System: IM Configuration Guide
Page 47 of 63
Project System: IM Configuration Guide
Page 48 of 63
Project System: IM Configuration Guide
16.4
Result
Planning Profiles for Cost Planning defined.
Page 49 of 63
Project System: IM Configuration Guide
171 Define Approval Levels for Appropriation Requests 17.1
Use
In this step, you define the approval levels per appropriation request type. These approval levels are used in the approval process for appropriation requests. You can define any number of approval levels. The numerical key of the approval level determines its place in the sequence of the approval levels. The system goes through the approval levels sequentially based on their key, starting from the lowest numbers and increasing upward. The system initiates the first approval level (that has the lowest number key) after the appropriation request receives the "to be approved" status. After the last approval level is completed, the system sets the status to "approved." In addition, you have to assign a partner function to each approval level. The partner function is responsible for approval at that level. You define the partner functions in the partner determination procedure of the appropriation request type. You can specify the actual users who fulfill these partner functions in the appropriation requests. The users defined as fulfilling the partner function receive the appropriation requests assigned to their approval level. They receive the appropriation requests as workflow work items in their office inbox. They can approve or reject the appropriation requests there.
17.2 7.2 Prere rerequ quis isit ites es
You must have defined appropriation request types. types . You must have defined at least one partner determination procedure. procedure.
17.3
Procedure
1. Access the activity using one of the following navigation options: IMG Menu
SAP Customizing Implementation Guide Investment Management Appropriation Requests Approval Define Approval Levels for Appropriation Requests
Page 50 of 63
Project System: IM Configuration Guide
Transaction Code
SPRO
2. Activities: 1. Select the appropriation request type you want to process. 2. Define the approval levels that the appropriation request type has to go through. Assign the keys of the approval levels in increasing numerical numeric al order. order. 3. Assign a responsible partner function to each approval level.
3. Overview of Data Records
Page 51 of 63
Project System: IM Configuration Guide
Page 52 of 63
Project System: IM Configuration Guide
Page 53 of 63
Project System: IM Configuration Guide
Page 54 of 63
Project System: IM Configuration Guide
17.4
Result
Approval level for appropriation requests defined
181 Activate Event-Linkage for Workflow Task 18.1
Use
In this step, you activate the th e workflow task "approve appropriation requests." When you activate this workflow task, you can no longer approve appropriation requests by changing the status in their master record. Instead you have to use the workflow to go through the approval levels of the appropriation request type that was used
18.2 8.2 Prere rerequ quis isit ites es Independent activity. activity.
18.3
Procedure
1. Access the activity using one of the following navigation options: IMG Menu
SAP Customizing Implementation Guide Investment Management Appropriation Requests Approval Activate Event-Linkage for Workflow Task
Transaction Code
OITN
2. Activities:
Activate event linkage.
Page 55 of 63
Project System: IM Configuration Guide
Required Users included and Event link activated
18.4
Result
Event linkage for workflow activated
191 Maintain Planning Profiles 19.1
Use
In this step you maintain planning profiles for projects.
Page 56 of 63
Project System: IM Configuration Guide
You need planning profiles for the planning methods below: Overall planning for internal orders Hierarchy cost planning for projects Preliminary costing for production orders that do not have a quantity structure (CO production orders). Cost planning for investment programs or investment measures, and for appropriation requests. Financial budgeting You can create new planning profiles, or change existing ones.
19.2 9.2 Prere rerequ quis isit ites es Independent activity. activity.
19.3
Procedure
1. Access the activity using one of the following navigation options: IMG Menu
Transaction Code
SAP Customizing Implementation Guide Investment Management Projects as Investment Measures Planning and Budgeting Maintain Planning Profiles OPSB
2. Activities : Copy or Create New Status Profile 1. Check the planning profiles provided by the SAP standard. 2. If necessary, change the detail settings for the existing planning profiles. Alternatively, Alternatively, create new planning profiles by choosing "New entries". 3. Assign the planning profile to an order type, program type, appropriation request type, project or FM area.
Page 57 of 63
Project System: IM Configuration Guide
3. Overview of Data Records Planning Profile: Cost and Revenue Planning for Projects
Profile 000001 000002 ZP0001 ZP0002
Text Planning Profile (Annual Val.) Plan profile (overall value) R&D Plan Profile Overall Value Projects Plan Profile Overall
Profile Manual Planning Bottom –up Planning Planning Elements Time Frame Past Future Start Total Values Annual Values Detailed Planning and Unit Costing Prim. CElem.grp Rev.CE.grp Sender CCtr group Sender act.type grp Stat key fig grp Costing Variant Representation Decimal places Scaling Factor Currency Transl, overall plan values Exchange rate type Value Date Remainder Transl
ZP0001
R&D Plan Profile Overall Value
Activated Activated 3 10 Activated Activated
PS06 2
1002
Page 58 of 63
Project System: IM Configuration Guide
Planning Currency Controlling area currency Object Currency Transaction Currency Default object currency Automatic Revenue planning From quotation From Sales order RElem.f.billing .plan
Activated Activated 6000000
Profile
ZP0002
Manual Planning Bottom –up Planning Planning Elements Time Frame Past Future Start Total Values Annual Values Detailed Planning and Unit Costing Prim. CElem.grp Rev.CE.grp Sender CCtr group Sender act.type grp Stat key fig grp Costing Variant Representation Decimal places Scaling Factor Currency Transl, overall plan values Exchange rate type Value Date Remainder Transl Planning Currency Controlling area currency Object Currency Transaction Currency Default object currency Automatic Revenue planning From quotation From Sales order
Activated
Projects Plan Profile Overall
Activated Activated 2 5 Activated Activated
PS06 2
M
Activated
Page 59 of 63
Project System: IM Configuration Guide
19.4
Result
Planning Profile created.
20
Activate Account Assignment Objects
20.1
Use
In this step, you make settings for additional account assignment objects (for example, cost center, center, investment order) during posting in Asset Accounting
20.2 0.2 Prere rerequ quis isit ites es
For the posting transactions to the General Ledger, Ledger, you have to make sure that the account assignment objects you want to use are available for input, using the field status of posting keys 70 and 75 (debit asset and credit asset). You make this setting under the step Integration with the General Ledger -> Change the Field Status Variant of the Asset G/L Accounts. Accounts .
20.3
Procedure
1. Access the activity using one of the following navigation options: IMG Menu
Transaction Code
SAP Customizing Implementation Guide Investment Management Projects as Investment Measures Planning and Budgeting Statistical Budget Monitoring Activate Account Assignment Objects SPRO
2. Activities:
Page 60 of 63
Project System: IM Configuration Guide
1. Activate the account assignment objects you need for Asset Accounting. 2. Specify whether the account assignment object is relevant to the balance sheet. Account assignment objects that are relevant to the balance sheet can no longer be changed directly in the asset master record once the asset has been capitalized. Instead, such assets have to be transferred to a new asset master record to make this change. 3. Specify whether the account assignment object you enter when posting has to agree with the account assignment object entered in the asset master record. If you set this indicator, indicator, you cannot change the account assignment object when posting. 3. Overview of Data Records Acct Assign Name Active Object PS_PSP_PNR WBS Elemen ementt of Invest estment ent Activated Project PS_PSP_PNR2 WBS Element Inactive
20.4
B.Sheet
Agreement
Inactive
Inactive
Inactive
Inactive
Result
Account Assignment Objects activated.
Page 61 of 63
Project System: IM Configuration Guide
21
Create Statistical Cost Elements
20.1
Use
In this step, you set up the asset balance sheet accounts as statistical cost elements for the account assignment of asset transactions to an internal order or a WBS element. element.
20.2 0.2 Prere rerequ quis isit ites es You must have maintained your account determinations. determinations. You must have defined the general entries for your controlling area. In particular, particular, you should check the assignment of the controlling area to the company code, since the chart of accounts concerned is determined using this assignment. For more information, see the Implementation Guide step "Controlling General."
20.3
Procedure
Access the activity using one of the following navigation options: IMG Menu
Transaction Cod Code
SAP Customizing Implementation Guide Investment Management Projects as Investment Measures Planning and Budgeting Statistical Statistical Budget Monitoring Create Statistical Cost Elements OAK7/FS00
For inventory account statistical cost elements need to be generated through FS00
Activities 1. Start the program for defining your asset balance sheet accounts as statistical cost elements. Enter the controlling area concerned the period of validity
Page 62 of 63
Project System: IM Configuration Guide
The system then automatically creates statistical cost elements (cost element type 90) for all of the APC balance sheet accounts belonging to your account determination in Asset Accounting (depreciation area 01). 2. Transport Transport these cost elements to your production clients. Overview of Data Records Cost elem. Type
20.4
Description
Result
Cost elements for statistical auto posting of assets created. For inventory account statistical cost elements need to be generated through FS00.
Page 63 of 63
View more...
Comments
