EHP4 for SAP ERP 6.

0 March 2010 English

Internal Product Development (210)
Business Process Documentation

SAP AG Dietmar-Hopp-Allee 16 69190 Walldorf Germany

SAP Best Practices

Internal Product Development (210): BPD

Copyright
© 2010 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. Microsoft, Windows, Excel, Outlook, and PowerPoint are registered trademarks of Microsoft Corporation. IBM, DB2, DB2 Universal Database, System i, System i5, System p, System p5, System x, System z, System z10, System z9, z10, z9, iSeries, pSeries, xSeries, zSeries, eServer, z/VM, z/OS, i5/OS, S/390, OS/390, OS/400, AS/400, S/390 Parallel Enterprise Server, PowerVM, Power Architecture, POWER6+, POWER6, POWER5+, POWER5, POWER, OpenPower, PowerPC, BatchPipes, BladeCenter, System Storage, GPFS, HACMP, RETAIN, DB2 Connect, RACF, Redbooks, OS/2, Parallel Sysplex, MVS/ESA, AIX, Intelligent Miner, WebSphere, Netfinity, Tivoli and Informix are trademarks or registered trademarks of IBM Corporation. Linux is the registered trademark of Linus Torvalds in the U.S. and other countries. Adobe, the Adobe logo, Acrobat, PostScript, and Reader are either trademarks or registered trademarks of Adobe Systems Incorporated in the United States and/or other countries. Oracle is a registered trademark of Oracle Corporation. UNIX, X/Open, OSF/1, and Motif are registered trademarks of the Open Group. Citrix, ICA, Program Neighborhood, MetaFrame, WinFrame, VideoFrame, and MultiWin are trademarks or registered trademarks of Citrix Systems, Inc. HTML, XML, XHTML and W3C 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, R/3, SAP NetWeaver, Duet, PartnerEdge, ByDesign, Clear Enterprise, SAP BusinessObjects Explorer, and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP AG in Germany and other countries. Business Objects and the Business Objects logo, BusinessObjects, Crystal Reports, Crystal Decisions, Web Intelligence, Xcelsius, and other Business Objects products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP France in the United States and in other countries. All other product and service names mentioned are the trademarks of their respective companies. Data contained in this document serves informational purposes only. National product specifications may vary. These materials are subject to change without notice. These materials are provided by SAP AG and its affiliated companies ("SAP Group") for informational purposes only, without representation or warranty of any kind, and SAP Group shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP Group products and services are those that are set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty.

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SAP Best Practices

Internal Product Development (210): BPD

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SAP Best Practices

Internal Product Development (210): BPD

Contents
1 Purpose......................................................................................................................................6 2 Prerequisites...............................................................................................................................7 2.1 Master Data and Organizational Data..................................................................................7 2.2 Business Conditions.............................................................................................................9 2.3 Roles....................................................................................................................................9 3 Process Overview Table...........................................................................................................10 4 Process Steps...........................................................................................................................15 4.1 Project Management I........................................................................................................15 4.1.1 Creating a Design Project............................................................................................15 4.1.2 Receiving the Spec from Internal Marketing Department and Creating Documentation Info Record...........................................................................................................................16 4.1.3 Releasing Project.........................................................................................................19 4.2 Product Data Management I..............................................................................................20 4.2.1 Creating Engineering Change Master (ECM)..............................................................20 4.2.2 Product Design Process..............................................................................................21 4.2.3 Creating Document Info Record..................................................................................22 4.2.4 Creating Material Master for Header Material..............................................................23 4.2.5 Linking Document Info Record to Header Material and Releasing Document.............24 4.2.6 Assigning Revision Level to Header Material of New Product.....................................25 4.2.7 Creating Material BOM................................................................................................26 4.2.8 Creating Routing..........................................................................................................27 4.2.9 Activating Change Number..........................................................................................28 4.2.10 Creating Cost Estimate with Quantity Structure.........................................................29 4.3 Product Data Management II.............................................................................................30 4.3.1 Creating New Engineering Change Master (ECM)......................................................30 4.3.2 Updating Document using EasyDM.............................................................................31 4.3.3 Assigning Revision Level.............................................................................................32 4.3.4 Changing BOM............................................................................................................33 4.3.5 Displaying BOM...........................................................................................................35 4.3.6 Creating Material Cost Estimate with Quantity Structure.............................................36 4.3.7 Activating Change Number..........................................................................................36 4.3.8 Creating Production BOM from Engineering BOM.......................................................38 4.3.9 Making BOM Costing Relevant....................................................................................39 4.3.10 Proceeding Standard Cost Calculation......................................................................40 4.4 Project Management II.......................................................................................................40 4.4.1 Recording Working Hours............................................................................................40 4.4.2 Approving Working Hours............................................................................................42

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SAP Best Practices

Internal Product Development (210): BPD

4.4.3 Transferring Recorded Data to Controlling..................................................................42 4.4.4 Optional: Direct Activity Allocation...............................................................................44 4.5 Completion and Settlement of Project................................................................................45 4.5.1 Completing Project Technically....................................................................................45 4.5.2 Actual Settlement Project............................................................................................46 4.5.3 Closing Completed Project (Business View)................................................................52 5 Follow-up Processes.................................................................................................................53 6 Appendix...................................................................................................................................53 6.1 SAP ERP Reporting...........................................................................................................53 6.2 Rerunning the Scenario......................................................................................................53

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in the form of a product specification. Following a second costing run (cost estimate). the product cost controller calculates material costs using the BOM and routing. • • • Document Management (Easy Document Management) o Assign a document (KPR) to the material masters of the finished product Project Management o Create a project based on a template Product Data Management with ECM o o o o o Create a change number for the design project Display the BOM of the new product Redisplay the BOM (effects of change number) BOM status management Assign revision level to the material master of the new product • Product Cost Controlling o o Material cost estimate for the new product before and after BOM changes (effects of change on price is shown) Material calculation • Project Closing o o Record development (engineering) activities Complete and Settle project © SAP AG Page 6 of 54 . To check the price level specified from the marketing department for the new product. the internal design department records the activities it performed during the project. The new material master and material bill or materials (BOM) are created in the backend system. the development cost for the new product can be booked as an intangible asset. Later. the company wants to design a new product.SAP Best Practices Internal Product Development (210): BPD Internal Product Development 1 Purpose In this scenario. and finally closes the project. This scenario also introduces the merging of document management in SAP ERP and also SAP Easy Document Management. The internal design department sets up a design proposal for the new product. by copying the engineering BOM (usage type 2) to the production BOM (usage type 1). Now the development status of the new product can be fixed by assigning a revision level. Depending on which exercise is chosen with regard to the capitalization and valuation options. a component of the new product BOM is exchanged for a less expensive component using change management. The manufacturer creates a production BOM. At the end of the scenario. The company uses the project management function to collect all costs and documents for product development. the production scheduling department creates routing as a basis for production and calculation of the product. Since the estimated price exceeds the specified price limit. requested by the internal marketing department. The design department issues an engineering change master to collect and document all changes according the specification document. the price meets the budget. or settled through the expense account in the profitability analysis. The project provides a central structure for cost collection and documentation management.

Batch controlled (FIFO-strategy) RAW Material Ext.Subassembly RAW12.PD. SerialNo (Created in this scenario as an example).ExternalProcurement SEMI124. You can test the scenario with other material or organizational data for which you have created master data.ExternalProcurement SEMI325B. Procurement with Consignment © SAP AG Page 7 of 54 . Procurement Consumption based RAW Material Ext.PD. Batch-Fifo. This master data usually consists of standardized SAP Best Practices default values and enables you to go through the process steps of this scenario.PD. master data for materials. Manufacturing or Trade Engineering Department Master data Material Value F326 Comments FIN326. Depending on how you want to manufacture your new product. Procurement Raw Material Ext. you have several options to create your finished good. vendors. To find out how to create master data.Subcontracting Raw Material Ext.PLM. PD.RepetitiveManuf.Subcontracting RAW14. Semifinished Good Phantom Semifinished Good Subcontracting SEMI325A.1 Master Data and Organizational Data A range of indispensable master and organizational data was created in your ERP system in the implementation phase. Procurement Raw Material Ext. refer to the Master Data Procedures documentation.ECM. Ext.PD. Procurement RAW Material Packaging Box RAW Material Ext. as well as master data that suits its operational focus. such as the data that reflects the organizational structure of your company. and customers. S21 S22 S23 S325A S325B S124 R12 R16 R17 R18 R13 R14 R20 R27 R120 R122 R124 R128 Semifinished Good Repetitive Manuf. Procurement.PD. Raw Material Ext. Procurement with QM in Procurement RAW Material Packaging Box. for example.SAP Best Practices Internal Product Development (210): BPD 2 Prerequisites 2. Procurement RAW13.PD. MTS-DI.

PD.ECM. Phantom Assembly External procured External procured External procured External procured with Batch Management (FIFOStrategy) External procured with Consignment Processing External procured with Quality Management R128 1 PC Only if scenario Procurement & Consumption of Consigned Inventory (139) is activated Only if scenario Quality Management for Procurement with vendor Evaluation (127) is activated Only if MM-Subcontracting (138) is activated R120 1 PC S23 R13 R14 S325A S325B S124 R124 1 2 2 1 1 1 2 PC PC PC PC PC PC PC External procured with MM Subcontracting External procured External procured SEMI325A.SAP Best Practices Master data Plant Sales organization: Distribution channel: Division: Controlling area Company code Asset class Value 1000 1000 01 01 1000 1000 25000 Internal Product Development (210): BPD Comments Plant 1 – Production Plant Controlling area 1000 Company code 1000 Internal development Bill of Material Structure This overview shows the bill of material structure you will create in this scenario and the usage of each component in case you have activated all optional enhancements: Material F326 Level 0 Unit PC Characteristic of material Finished Good for PLM processing Comment Batch and Serial number processing for Finished Good optionally (will be created in this scenario) Only if Repetitive Manufacturing is activated S21 R12 S22 R16 R17 R18 R122 1 2 1 2 2 2 1 PC PC PC PC PC PC PC SF Repetitive Manufacturing External procured SF.Extern alProcurement Internal production of subassembly (MTS strategy) External procured using Fixed Bin will be replaced Depending which type of finished good you will create © SAP AG Page 8 of 54 .Extern alProcurement SEMI325B.PLM.PD.

As a result. CS01. CAT7 Costing activities AS01 CATS Enterprise Controller SAP_NBPR_CONTROLLER-M SAP_NBPR_PRDCOST_CONTRLR-S SAP_NBPR_ASSET-S (SAP_NBPR_TMADMIN_HCM-M) Result © SAP AG Page 9 of 54 . CS03.3 Roles Use The following roles must have been installed to test this scenario in the SAP NetWeaver Business Client (NWBC). To perform this activity. The following steps are required: • Product Costing: Costing Run Comment: This step is not relevant to the finished product. You only need these roles if you are using the NWBC interface. Prerequisites The business roles have been assigned to the user who is testing this scenario. CATS_APPR_LITE. CAT2.SAP Best Practices R20 R27 1 1 PC PC Internal Product Development (210): BPD External procured External procured. KB21N Project Manager Engineering Specialist Product Cost Controller Asset Accountant Time Administrator (HCM) SAP_NBPR_PROJECTMANAGER-M SAP_NBPR_ENGINEER-S CJ20N. you must have completed the following processes and fulfilled the following business conditions before you can start going through this scenario: Business condition To run through this scenario. use the Business Process Documentation for Prerequisite Process Steps (154) scenario. Business role Employee (Professional User) Technical name SAP_NBPR_EMPLOYEE-S Process step Assignment of this role is necessary for basic functionality. Scenario Prerequisite Process Steps (154) 2. You do not need these roles if you are using the standard SAP GUI. CC02. CJB2. some prerequisite process steps must be completed. CC11. CS02. CJ88 CC01. Packaging Box 2.2 Business Conditions The business process described in this Business Process Documentation is part of a bigger chain of integrated business processes or scenarios.

SAP Best Practices Internal Product Development (210): BPD You can now process the scenario PLM – Internal Product Development (210). working hours for the project Project Manager CJ20N Project is released Product Data Management I Create engineering change master (ECM) A change master for the initial design of the new product (specification from the marketing department) has to be created that will lock the document Engineering Specialist CC01 Engineering change master is created © SAP AG Page 10 of 54 . 3 Process Overview Table Step Step Name External Process Reference Business Condition Role Transaction Code Expected Results Project Management I Receive design request for a new product from your internal marketing department Create a design project Your marketing department received a strong demand for a specific product from the market Project Manager not system support ed Design & Engineering department starts the developing of the requested product You have created a project You need a central structure for cost collection and documentation management to collect all costs and documents for the product development Documents belonging to the project have to be stored centrally Project Manager CJ20N Receive the specificatio n from internal marketing department and create documentation info record Release project Engineering Specialist Easy DM System Documentat ion info record for product specification created SPEC_EN_ BE.doc Project has to be released to record. for example.

SAP Best Practices Step Step Name External Process Reference Internal Product Development (210): BPD Business Condition version. a revision level for the new material has to be assigned Role Transaction Code Expected Results Product design process The design of a new product is usually created using a CAD system Engineering Specialist SAP CAD interfac e – not part of this scenari o Easy DM System The product structure for the finished product is created Create document info record Document info record for the CAD drawing with reference to the ECM has to be created Engineering Specialist Document info record for CAD drawing with reference to ECM has been created CAD_Drawi ng_New_Pr oduct_EN_ BE.28 Material master for new product has to be created in the back end system Engineering Specialist Link document info record to header material and release document Assign revision level to header material of new product Create material BOM Create New Bill of Material – Document info record for CAD drawing has to be assigned to header material Engineering Specialist Easy DM System Document info record for CAD drawing is linked to header material New revision Level has been assigned to the new product’s header Bill of material for new product Revision level has to be assigned to the material master Engineering Specialist CC11 BOM for new product has to be created in the Engineering Specialist © SAP AG Page 11 of 54 . Additionally.doc Material master for header material is created Create material master for header material Create finished good (FERT) material for nonconfigurabl e materials 155.

37 Internal Product Development (210): BPD Business Condition back end system. Routing for new product has to be created in the system All changes have been activated.SAP Best Practices Step Step Name External Process Reference 155. Create cost estimate with quantity structure Product Cost Controller Costs are estimated Product Data Management II Create new engineering change master Product is too expensive. To document these changes. ECM must now be locked Reference and Simulation Costing – 187 Cost estimate for new product has to be calculated Engineering Specialist Role Transaction Code Expected Results created in the back end system Routing is created Create routing Create Routing – 155. doc assigned to the material master of the new product New revision level created Assign revision level To identify the new version easily.39 Activate change number Engineering Specialist CC02 ECM is locked. One part of the BOM has to be replaced by a less expensive one. a new revision level has to be created Component replacement also has to be considered in the BOM in Engineering Specialist CC11 Change BOM Engineering Specialist CS02 BOM structure is changed. Costly part is replaced © SAP AG Page 12 of 54 . a change master is required New CAD drawing including the changes created by using less expensive materials has to be assigned to the header material Engineering Specialist CC01 New change master is created Update document using EasyDM Engineering Specialist Easy DM System New document CAD_Drawi ng_after_D esign_chan ge_EN_BE.

SAP Best Practices Step Step Name External Process Reference Internal Product Development (210): BPD Business Condition reference to the ECM Role Transaction Code Expected Results by a less expensive one Engineering Specialist Display BOM Changes in BOM have to be checked Reference and Simulation Costing – 187 Product costs have to be re estimated after material exchange CS03 Changes in BOM have been checked New product cost is estimated Create material cost estimate with quantity structure Activate change number Product Cost Controller All changes have been activated. ECM must now be locked To use the BOM for production of the new product. the BOM has to be copied from engineering BOM to production BOM The product structure has to be defined as costing relevant to calculate the costs for the new product Prerequisite Process Steps – 154 Product costs have to be calculated Engineering Specialist CC02 ECM is locked Create production BOM from engineering BOM Engineering Specialist CS01 Production BOM is created Make BOM costing relevant Engineering Specialist CS02 Costing relevancy set for BOM Proceed standard cost calculation Product Cost Controller New product cost is calculated Project Management II Record working hours Engineering hours generated by new product development process have to be recorded and assigned to the project Project manager has to approve the recorded Employee (Professiona l User) CAT2 Engineers working hours are recorded Approve working hours Project Manager CATS_ APPR_ LITE Working hours are approved © SAP AG Page 13 of 54 .

Settlement rule for billing elements and accounting elements has to be created The project is settled to profitability analysis (COPA) in the current period (individual processing). Create a new intangible asset to capitalize the development efforts settlement rule for capitalize the development effort has to be created The project is capitalized to an intangible asset Enterprise Controller Costs for working hours are assigned to the project Engineers working hours are recorded Employee (Professiona l User) KB21N Complete project technically Project Manager CJ20N The project has been technically completed. Used when human resources management is not included in scope The project is set to the status “technically complete” to be able to carry out the settlement of the project.SAP Best Practices Step Step Name External Process Reference Internal Product Development (210): BPD Business Condition working hours Role Transaction Code CAT7 Expected Results Transfer recorded data to controlling Optional: Direct activity allocation Costs (hourly rate) have to be transferred to the project Alternative to Record Working Hours with CAT2. Option 2: Create asset Assets Accountant AS01 New asset created Maintain a settlement rule Project Manager CJ20N Settlement rule has been created The Project has been settled Actual settlement of project to asset manageme Project Manager CJ88 © SAP AG Page 14 of 54 . Option 1: Generate settlement rule Project Manager CJB2 Settlement rule has been created Actual Settlement of project to profitability analysis (CO-PA) Project Manager CJ88 The project has been settled.

1 Project Management I You receive a message from your internal marketing department. or use templates from a standard project definition or other operative projects. and then release your project. You can create a new project manually. assign the appropriate documents to your project.1. They order the design of a new product. Procedure 1. Prerequisites You have defined a standard project definition (P-10000). The product is not to exceed a particular upper price limit and must adhere to a specific design. This request is sent to the design & engineering department in a document with the required specifications. The example created here uses a standard project definition. Access the transaction choosing one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI) SAP ECC menu Transaction code Logistics  Project System  Project  Project Builder CJ20N Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role Business role Business role menu Project Manager (SAP_NBPR_PROJECTMANAGER-M) Project Management→ Project Planning → Project → Project Builder © SAP AG Page 15 of 54 . 4.SAP Best Practices Step Step Name External Process Reference Internal Product Development (210): BPD Business Condition Role Transaction Code CJ20N Expected Results nt Close completed project The technically completed and settled project is closed (business view) – no further processing is possible. You create a new project for collecting the costs. Period-End Closing “General” Plant – 181 Period-end closing for plant has to be done Project Manager The project has been closed (business view) Proceed period end closing for plant Period-end closing for plant is done 4 Process Steps 4.1 Use Creating a Design Project In this procedure you create an operative project.

In the Create Project dialog box.. You can change these settings at any time in the Project Builder by choosing Settings → Options (SAP GUI) or (NWBC More. choose More… → Project → New → Copy project. In the next dialog box. it is not an issue. If you press F2 immediately afterwards. Confirm your entries with Enter. an information dialog box appears.2 Receiving the Spec from Internal Marketing Department and Creating Documentation Info Record Use The internal marketing department has sent the specification document by e-mail so that the internal design department can evaluate the specification and start working on the design proposal. confirm it with Enter. Result A project with the project definition P-O1000 has been generated. 4. Accept the default settings and choose Enter. You should check your standard WBS next time. Choose Project → New → Copy project from the SAP menu (SAP GUI) or in SAP NetWeaver Business Client.1. 4. stating that the entered date is not a working day. <Current date + 3 weeks> Project: Design Product (PLM) P-10000 If a dialog box displays a warning message informing you that the standard WBS element P-10000 is not released. The design department enters the document into the document management system © SAP AG Page 16 of 54 . Description Start Description User action and values P-O1000 Project: Product Development <Current date> You can call up a calendar to help you enter the start or finish date. def. →) Settings → Options (SAP NetWeaver Business Client) 2. YBP1000 Template Comment O for operating. confirm it with Enter. you can set your user-specific options for displaying and processing projects. For your new operational project. 5. by pressing F4. If a dialog box appears. 3.SAP Best Practices Internal Product Development (210): BPD When you call up the Project Builder for the first time with your user. Finish date Project profile Std proj. Or Choose Exit (Shift+F3) and confirm the Business client message with Yes to return to SAP Home (SAP NetWeaver Business Client). Choose Back to return to the SAP Easy Access screen (SAP GUI). and release it. the current date will be inserted. make the following entries: Field name Project def. Select the Skip this in future checkbox and choose Enter..

SAP Best Practices Internal Product Development (210): BPD (DMS) using EasyDMS. Choose OK. If asked for the workstation application. In the dialog box. 3. and copy the file SPEC_EN_BE. then you must create the document info records manually (using CV01N). Using the storage location DMS_C1_ST will store the original files inside the SAP database. Double-click the newly created folder and leave the window open. 2. a folder structure within the DMS is built to allow grouping and organization of the document information records. 14. we recommend that you install a separate SAP Content Server to store the original files. Start EasyDM on your local system. In the dialog box. In the field description. Paste the copied document into the EasyDM window. Right click the public root folder and choose Create Folder. 9. Prerequisites This step requires a local installation of Easy Document Management System (EasyDM). 4. Double-click Public Root Folder. You must have completed all of the installation steps of the Configuration and Setup of Easy Document Management System (EasyDM) (223) Building Block Configuration Guide. 5. Choose the Object Links tab. select DMS_C1_ST – Default Storage DMS (main files). At the same time. Procedure Creation of the document using EasyDM (optional): 1. You have created a folder to store documents relevant to your project. see the Configuration Guide for Configuration and Setup of Easy Document Management System (EasyDM) (223). Enter the log-on data for your system. Enter the following description: Project: Product Development 7. In the No private root folder exists.doc. choose Folder (FOL) as Document Type. For larger amounts of files in a productive environment. select DOC – Document and choose OK. replace the file name with the following description: Specification for new product. 6. Choose the WBS Element sub tab. 15. choose No. You can choose Use This Storage Category for all Files to specify this location as the default for future use. Do you want to create one? dialog box. Open the following folder on the documentation DVD: \MISC\Baseline_Package\Germany\SAP_DI. In the empty WBS Element field. 16. For more information. If there is no EasyDM installed on your local system. 12. 8. choose Office-Documents (YBO) as the Document Type. © SAP AG Page 17 of 54 . When asked for the storage location. enter P-O1000. 13. 11. 10.

and choose the file SPEC_EN_BE. Choose OK. Navigate to following folder on the documentation DVD: \MISC\Baseline_Package\Belgium\SAP_DI. For larger amounts of files in a productive environment. to P-O1000-01. 7. On the Create Document: Initial Screen. Alternative Option: Creation of the document in the system using the SAP GUI: 1. The document is placed in a new folder within the EasyDM folder structure and linked to the top-level WBS element of your project. © SAP AG Page 18 of 54 . 17. Choose the application DOC and confirm your entries. 3. 9. to P-O1000-01. 6. The new document info record is shown in the folder Project: Product Development.doc. 2. Access the transaction choosing one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI) SAP ECC menu Logistics  Project System  Documents Document Management System  Document Management System  Document  Create CV01N Transaction code Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role Business role Business role menu Engineering Specialist (SAP_NBPR_ENGINEER-S) Engineering → Document Management → Create Document 1. Result You have used EasyDM to create new document info records in SAP DMS (with the specification). for example. In the empty field for WBS Element. 10. enter the document type YBO and the name SPEC_EN_BE.SAP Best Practices Internal Product Development (210): BPD It is also possible to create object links to WBS elements lower in the hierarchy. for example. Choose the lower-level tab WBS Element. It is also possible to create object links to WBS elements lower in the hierarchy. Save your entries. Using the storage location DMS_C1_ST will store the original files inside the SAP database. Choose Enter. On the Create Document: Basic Data Office-Documents (YBO) screen. Choose the Originals tab and choose Open Original. Choose Check in Orig. enter PO1000. enter the following description: Specification for new product 4. 11. 8. we recommend that you install a separate SAP Content Server to store the original files. Select the storage category DMS_C1_ST and confirm your entries. Choose the tab page Object Links. 5.

You then release the project so that those involved in the project can confirm their working hours. In the project structure. under Function(s). all the WBS elements for the project are released automatically for account assignment. Procedure 1. ensure that the Acct asst elem. choose Last Projects Processed. In the project structure on the left.1. Access the transaction choosing one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI) SAP ECC menu Transaction code Logistics  Project System  Project  Project Builder CJ20N Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role Business role Business role menu Project Manager (SAP_NBPR_PROJECTMANAGER-M) Project Management Project Planning Project Project Builder 2. if this is not already open. and go return to the project builder. Expand the view below the document icon and select the original document below it. 10. if this is not already selected. Under Worklist: Description. 8. select the project definition Project: Product Development.3 Use Releasing Project In this step. Choose Worklist.SAP Best Practices Internal Product Development (210): BPD 4. 3. File. 5. This was created by linking the document in the previous step. Double-click Project: Product Development – P-O1000. In the project structure. Details for this WBS element are displayed in the right screen area. This means that hours worked and material procurement. Choose Back to return to the SAP Easy Access screen (SAP GUI). you check how the specification documents appear in the project. 7. © SAP AG Page 19 of 54 . Choose Expand All to show all the WBS elements. Or Choose Exit (Shift+F3) and confirm the Business client message with Yes to return to SAP Home (SAP NetWeaver Business Client). Choose Edit → Status → Release from the SAP menu (SAP GUI) to release the project for account assignment or (NWBC More…→) Edit → Status → Release (Ctrl + F2). Close the application you opened in the previous step. 13. 9. choose the WBS element Product Development. On the right screen area. 11. This also enables you to collect the costs incurred by the project. 6. This indicator specifies that costs can be assigned to the WBS element. an entry for the document Specification for new product is below the highest WBS element Product Development. choose Display Original Appl. 4. On the Basic data tab. Repeat steps 6 and 7 for all other WBS Elements. indicator is checked. Result As a result of releasing the project definition. The file is opened. 14. 12.

and material are subject to engineering change management. In the Profile field. document. 4. A profile was created during customizing to facilitate the creation of a new change master. can now be assigned to this project. choose Enter to proceed. choose Settings  Default Values from the SAP menu (SAP GUI) or in SAP NetWeaver Business Client. It is used to store the document version and to assign a revision level to the new material. On the Create Change Master: Initial screen. Furthermore. by pressing F4. 6.SAP Best Practices Internal Product Development (210): BPD for example. make the following entries: Field name Description Valid from Description User action and values New Product F326 <Current date + 3 weeks> You can call up a calendar to help you enter the start or finish date. 5. Adding the ECM to the document allows you to see all relevant objects at one time in the ECM.1 Use You use the engineering change master (ECM) to document all the changes made during the process. facilitating further creation of change numbers. In this scenario. In this activity.2 Product Data Management I 4. 4. Access the transaction choosing one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI) SAP ECC menu Transaction code Logistics  Production  Master Data  Engineering Change Management  Change Number  Create CC01 Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role Business role Business role menu Engineering Specialist (SAP_NBPR_ENGINEER-S) Engineering → Change Management → Change Number →Create Change Master 2. you save the profile as the default value. 3. The remaining steps in this process involve further administration of the project. Comment © SAP AG Page 20 of 54 . In this step. it allows you to set a revision to a material with reference to the ECM. enter YB01. On the Create Change Master: Change Header screen. Choose Copy. choose More… → Settings  Default Values. On the Create Change Master: Initial screen. The benefit of using the ECM is that you have a complete historical documentation of a BOM. the BOM. including any items created.2. Creating Engineering Change Master (ECM) Procedure 1. and completion of the project. you create an ECM (also called change master or change number) for the initial product creation.

Purpose The CAD Desktop is a user interface for CAD integration that enables you to process document structures in a CAD interface. When you want to release the ECM. You can activate SAP functions directly from the CAD system. you change the initial release date to the actual release date. in the year 2040). Or Choose Exit (Shift+F3) and confirm the Business client message with Yes to return to SAP Home (SAP NetWeaver Business Client). in the form of display variants. 4. and material links. This activity gives a short description of the CAD Desktop for information purposes. The system displays CAD structures in the CAD Desktop through a configurable interface. In this case. Instead. all changes in an ECM are released at once when the valid-from-date is reached. In this scenario. for example: • • • • • • • Pro/ENGINEER CATIA Inventor AutoCAD Solid Edge SolidWorks MicroStation © SAP AG Page 21 of 54 . you should enter an initial valid from date in the distant future (for example. the SAP CAD Desktop is used as the central user interface by the design engineer. such as person responsible. 7.SAP Best Practices Reason for change Internal Product Development (210): BPD Initial product design The valid-from-date allows control over the release of the ECM. CAD systems can be fully integrated into the SAP system.2. which communicates with the CAD Desktop using Remote Function Call (RFC). The CAD Desktop is accessed through direct integration. displayed at the bottom of the Create Change Master: Initial Screen: _____________. You do not need to carry out any steps in this activity. Result You have created a new ECM for use with the initial design of the new product. no release keys are used.2 Use Product Design Process The actual design process is carried out in a CAD system and is not described in this Business Process Documentation. or from the SAP system. directly in the CAD system. You can manage and display a wide variety of document information stored in the SAP system. status. Save your entries and take a note of the new ECM number. For example. Choose Back to return to the SAP Easy Access screen (SAP GUI). 8. The CAD Desktop supports a range of CAD systems. Therefore. you can create and edit document structures directly from the CAD system.

for example. 2.2. A document BOM is available in the system.doc. or make changes themselves. You can load original application files that belong together from the SAP system through the CAD Desktop to the CAD system. where you can process or display them directly. Access to CAD objects is coordinated by versioning and status management in such a way that simultaneous work by multiple users (concurrent engineering). an assembly by several users. and avoid redundant workflows. This enables you to reduce redundant work steps. the CAD drawings are checked into the document management system (DMS).3 Use Creating Document Info Record You have finished designing the new product in your CAD system. and can therefore follow the development process. Result With full CAD integration. 2. Choose the Project: Product Development folder. All authorized users have access to the CAD objects (originals) stored in a central secure storage area. If asked for the storage location select DMS_C1_ST – Default Storage DMS (main files). Integration Linking a CAD system and the CAD Desktop in the SAP system enables you to manage all components designed in the CAD system. Choose the Public Root Folder. Procedure 1. If asked for the workstation application. 8. 4. CAD Desktop allows the easy creation of the necessary material masters and material BOM. © SAP AG Page 22 of 54 . Open the following folder on the documentation DVD: \MISC\Baseline_Package\Belgium\SAP_DI. 6. is possible without inconsistency or loss of data. 3. Checking mechanisms prevent inconsistent datasets. see the Configuration Guide for Configuration and Setup of Easy Document Management System (EasyDM) (223). 4. 3. and copy the file: CAD_Drawing_New_Product_EN_BE. Enter the log-on data for your system. and offer possible solutions in case of conflicts. 7. 4. For more information. on an assembly. for example. the engineering department will create a document info record and assign a CAD drawing to the header material (F326). select DOC – Document and choose OK. Support for concurrent engineering and versioning enables the simultaneous processing of. 5. where you can save the different processing statuses in the system. The advantages of this are: 1. You can choose Use This Storage Category for all Files to specify this location as the default for future use. Paste the copied document into the empty space of the Project: Product Development folder in the EasyDM window. In this step.SAP Best Practices Internal Product Development (210): BPD Partner companies develop the corresponding interfaces. Start EasyDM on your local system.

process the following steps using the master data from this document (see also table below): Steps to process from scenario Create Finished (FERT) Material for NonConfigurable Materials (155. The BOM structure for your new product. Comment Base Unit of Measure PC View: Accounting Data © SAP AG Page 23 of 54 . All the components used in your new product need to have a material master record in the SAP ERP system.SerialNo In this scenario. The new document info record is shown in your folder Project: Product Development. enter the number you noted in the step Creating Engineering Change Master (ECM). Choose OK. is represented by a graphical BOM document.BatchFifo. choose Office-Documents (YBO) as Document Type. replace the file-name with the following description: CAD Drawing for Product F326. Depending on how you want to manufacture your new product. 12. Result Using EasyDM.PD. you have several options to create your finished good. 4. 11.SAP Best Practices Internal Product Development (210): BPD 9. In the description field. You now create the new material master record for the header material of the newly designed product.4 Use Creating Material Master for Header Material You have finished designing the new product in your CAD system. A reference to the change number (ECM) is included.MTSDI.2. Step Create Finished Material (FERT) for Non-Configurable Materials Master Data Header Field name Plant User action and values 1000 Comment View: Basic Data Field name Material Description for material User action and values F326 FIN326. In the change number field. derived from the CAD design process.28) Depending on how you want to manufacture your new product. 10. you have several options to create your finished good. To perform this activity. you have successfully created the document info record with the CAD drawing received from the engineering department. In the dialog box. the Make-to-Stock material is used as an example.

Choose Public Root Folder. This step describes how to create the object link using EasyDM. Receiving storage location to which the receipt of the produced material is posted.5 Linking Document Info Record to Header Material and Releasing Document Use The new material master has an object link to the CAD drawing to allow easy access to the drawing. 4. Enter the log-on data for your system. Issue Storage Location In-house production time View: MRP4 Field name Selection Method 1030 2 days User action and values <blank> Comment Selection by order quantity Result You have successfully created the material master for the new designed product.2. Start EasyDM on your local system. Specifies the time in workdays needed to produce the material in-house. 3. Profile that you can use to specify that certain business transactions are carried out in parallel in a production order. Procedure 1. see the Configuration Guide for Configuration and Setup of Easy Document Management System (EasyDM) (223). © SAP AG Page 24 of 54 . This created from the material master (transaction MM02 → Additional data). or from the document info record. the document is released by changing the status to Released. For more information.SAP Best Practices Master Data Header Field name Plant Internal Product Development (210): BPD User action and values 1000 Comment View: Basic Data Field name Material Field name Standard Price User action and values F326 User action and values 100 Comment Comment View: Work Scheduling Data Field name Production Scheduler Production Scheduling Profile User action and values YB1 YB0001 Comment Scheduler responsible for a material in production activity control. At the same time. 2. trigger an automatic goods receipt or specify an overall profile for capacity levelling.

Choose the Project: Product Development folder. 5. Choose Released (RE). Access the transaction choosing one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI) SAP ECC menu Transaction code Logistics  Production  Master Data  Engineering Change Management  Revision Level  Material Revision Level  Create CC11 Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role Business role Business role menu Engineering Specialist (SAP_NBPR_ENGINEER-S) Engineering → Master Data → Material Master → Create Material Revision Level 2.SAP Best Practices Internal Product Development (210): BPD 4. Open the menu for Status. 10. The document has been released and is now in a locked status. © SAP AG Page 25 of 54 . Revision levels do not allow differentiation of stock. 11. On the Create Material Revision Level: Initial screen. Choose OK. Choose CAD Drawing for Product F326.6 Assigning Revision Level to Header Material of New Product Use The revision level is a label allowing the simple identification of the version of the material master and BOM. Choose the Material Master sub tab. 3. The new document info record is shown in your Project: Product Development folder. Procedure 1. Confirm with Enter. 12. Result Using EasyDM. you have successfully linked the document info record with the header material. Choose the Document Data tab. 8. Choose the Object Links tab. Enter F326 as material number. Right-click and choose SAP Properties. allowing further changes. 13. enter the material number F326. 6. prohibiting further changes to the document. The document type is configured so that the status could be changed back to In Work (IW).2. 7. 9. 4.

you must create the material BOM in the system. Or Choose Exit (Shift+F3) and confirm the Business client message with Yes to return to SAP Home (SAP NetWeaver Business Client). you create a BOM with use 2 – Engineering/Design. 7. The next available revision level (A) is assigned to the material. then an ECM is mandatory for any future changes. In this scenario. Save your entries. 4.SAP Best Practices Internal Product Development (210): BPD 4.37) Step Create New Bill of Material Master Data Header Field name Material User action and values F326 Comment Make-to-Stock Material © SAP AG Page 26 of 54 . Procedure To perform this activity. 6. A system message appears in the status bar informing you that the revision level has been assigned. The production BOM does not use ECMs and thus not have the historical requirement. In this scenario. the engineering BOM is created and changed with engineering change masters (ECMs). Choose Back to return to the SAP Easy Access screen (SAP GUI). Alternatively you could work with only one BOM.7 Use Creating Material BOM Now that you have created the material master record for the new product. Copying from one usage to the other usage would then be unnecessary. Once the engineering and design process is finished. On the Create Material Revision Level: Detail screen. use: 3 – Universal. This procedure allows for BOMs with different structures in engineering and in production. allowing a close control over changes. Once you have used an ECM to create or change a BOM. You now create the bill of material for the new product. Choose Enter. enter the change number you created previously. In this step. You cannot assign any further revision levels to this material using the same change number. 5. process the following steps using the master data from this document (see also table below): Steps to process from scenario Create New Bill of Material (155.2. Result A new revision level has been assigned to the material master. this BOM is copied to a second BOM with the same material number but with use 1 – Production. two BOM uses are relevant. to record the change history.

This routing is required for the cost calculation in the next step. As with BOMs.2. process the following steps using the master data from this document (see also table below): Steps to process from scenario Create Routing (155. Routings can also be created and changed with reference to an ECM. Master Data Item BOM Item Number 010 020 030 040 050 060 070 080 090 100 BOM Component S21 S22 R122 R128 R120 S23 S325A S124 R20 R27 Component quantity Component unit of measure 100 100 100 100 100 100 100 100 100 100 PC PC PC PC PC PC PC PC PC PC Result You have created the BOM for the new product.8 Use Creating Routing The purpose of this activity is to create a routing for the new material (PLM Finished Product). routings are created and changed without ECM. Here. once you have used an ECM to create or change it.SAP Best Practices Internal Product Development (210): BPD Master Data Header Field name BOM Usage User action and values 2 . you always need an ECM for further changes. you create new routings. 4.39) Step Create Routing © SAP AG Page 27 of 54 . Procedure To perform this activity.Engineering Comment Engineering BOM required for this process. In this scenario.

You activate the changes by bringing forward the date of the ECM to the current date. To make sure that this ECM will not be accidentally used later on. all the changes carried out remain active.9 Use Activating Change Number All changes done with reference to the ECM are now finished. Work center Control key Description Base Quantity Unit of Meas. Access the transaction choosing one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI) SAP ECC menu Transaction code Logistics  Production  Master Data  Engineering Change Management  Change Number  Change CC02 © SAP AG Page 28 of 54 .SAP Best Practices Internal Product Development (210): BPD Master Data Header Field name Material Plant User action and values F326 Plant 1 (1000) Comment Create Routing: Operation Overview Screen Field name Operat. the status is set to 2 – Inactive. Even though the status is called Inactive. Procedure 1. An inactive ECM cannot be changed or used. Setup Unit Activity Type Machine Unit Activity Type Labor Unit Activity Type User action and values 0010 ASSEMBLY YBP1 Assembly 1 PC 30 MIN 3 10 MIN 1 10 MIN 11 Comment Result You have created the necessary routing. 4.2. For Op. The status Inactive will lock the ECM.

in the Description field group. Result All changes have been activated. choose < your change number > (as noted before). To return to the header choose Goto → Change Header (F5) from the SAP menu. Choose Enter. In the Shift Date dialog box.10 Use Creating Cost Estimate with Quantity Structure The purpose of this activity is to create material cost estimation with a quantity structure. 5. In the Shift Date dialog box. On the Change Change Master: Change Header screen. Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role Business role Business role menu Engineering Specialist (SAP_NBPR_ENGINEER-S) Engineering → Change Management → Change Number 1. Procedure To perform this activity.2. To return to the header choose More… → Goto → Change Header (F5). status field to 2(Inactive). Change the value in the Change no. choose Shift Date. in the field group Description. The ECM has been locked by setting its status to Inactive. If you want to see all the objects you have changed using this ECM choose Goto → Object → All Objects (F7) from the SAP menu. 6. Change the value in the Change no. Choose Exit. Confirm the Log Off message with Yes to return to SAP Home. 6. 4. Enter the change number noted before. 8. On the Change Change Master: Change Header screen. On the Change Number screen. 3.SAP Best Practices 2. If you want to see all objects you have changed using this ECM. choose Shift Date. choose Today (F2). choose More… → Goto → Object → All Objects (F7). 5. choose Today (F2). Choose Change Change Master. status field to 2(Inactive). Save your entries. 7. Save your entries and go Back (F3) to the SAP Easy Access Screen. process the following steps using the master data from this document (see also table below): © SAP AG Page 29 of 54 . 3. Internal Product Development (210): BPD 4. 7. 4. 2.

An engineering change master (ECM) is needed to document all changes. the new product needs to be changed. Creating New Engineering Change Master (ECM) Procedure 1. Result You now have information on the total cost of the components. The total exceeds the upper price limit. Access the transaction choosing one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI) SAP ECC menu Logistics  Production  Master Data  Engineering Change © SAP AG Page 30 of 54 .1 Use Due to the high costs. so the new product design must be changed. 4.SAP Best Practices Internal Product Development (210): BPD Steps to process from scenario Reference and Simulation Costing (187) All steps Master Data Field name Baseline Planning Object Base Unit of Measure Company Code Plant Name Item 1 2 3 4 5 6 7 8 9 10 Category M M M M M M M M M M Resource S21 S22 R122 R128 R120 S23 S325A S124 R20 R27 Description User action and values S325A PC Company Code 1000 Plant 1 (1000) Costing Simulation S325A Plant 1000 1000 1000 1000 1000 1000 1000 1000 1000 1000 Quantity 1 1 1 1 1 1 1 1 1 1 Comment Total cost of goods manufactured for new designed product _______________ EUR.3.3 Product Data Management II 4.

Enter the log-on data for your system. 2. Choose the Project: Product Development folder. On the Create Change Master: Change header screen. Choose Enter. On the Create Change Master: Initial screen. A new version of the CAD drawing was created which will now be saved in the SAP document management system. Comment Reason for change 5. 3. in the Profile field.3. 3. Choose Public Root Folder.SAP Best Practices Internal Product Development (210): BPD Management  Change Number  Create Transaction code CC01 Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role Business role Business role menu Engineering Specialist (SAP_NBPR_ENGINEER-S) Engineering → Change Management → Change Number →Create Change Master 2. 7. 4. Choose Back to return to the SAP Easy Access screen (SAP GUI). Start EasyDM on your local system. Result You created a new ECM to document the changes you made to stay within budget. Procedure 1. Make a note of the new ECM number displayed at the bottom of the Create Change Master: Initial Screen: ____________.2 Use Updating Document using EasyDM The engineering department has reworked the new product. 4. 5. by pressing F4. Right-click on the old drawing with the description CAD Drawing for Product F326. 4. © SAP AG Page 31 of 54 . make the following entries: Field name Description Valid from Description User action and values F326: Reducing Costs <Current date plus three weeks> You can call up a calendar to help you enter the start or finish date. enter YB01. see the Configuration Guide for Configuration and Setup of Easy Document Management System (EasyDM) (223). Save your entries. Or Choose Exit (Shift+F3) and confirm the Business client message with Yes to return to SAP Home (SAP NetWeaver Business Client). Initial design was too expensive 6. For more information.

7. Choose Open to add the file. Right-click on the new version. The old CAD drawing needs to be replaced by the new one. is displayed. 12. one for version 01 and one for version 02. 17. Choose Change Status. Choose this status to release the document info record (DIR). If asked for the workstation application. Released (RE). Right click the new version (with status In Work). 14. The folder shows two entries for the CAD drawing. Select several DIRs and use the right-click menu. the header material receives a new revision level. Choose Create New Version. The new version can be released immediately. to easily identify the new version. Access the transaction choosing one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI) SAP ECC menu Transaction code Logistics  Production  Master Data  Engineering Change Management  Revision Level  Material Revision Level  Create CC11 Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role Business role Business role menu Engineering Specialist (SAP_NBPR_ENGINEER-S) Engineering → Master Data → Material Master →Create Material © SAP AG Page 32 of 54 .3. The only attainable status. Choose Add a New File and browse to the specification: CAD_Drawing_after_Design_change_EN_BE. 15. Choose SAP Properties. 16. select DMS_C1_ST – Default Storage DMS (main files). 9. If asked for the storage location. EasyDM allows you to change the status for several DIRs at once. 13. Do not choose OK yet. enter the new change number (ECM) you created in the previous step in the change number field. of the new Display Document window. The existing document info record is copied to a new version 02.3 Use Assigning Revision Level In this activity. 4. Procedure 1. select DOC – Document and choose OK.SAP Best Practices Internal Product Development (210): BPD 6. The object link to the material has been carried over to the new version. You changed the status of the new version to Released. Result You have used EasyDM to create a new version of the document info records in SAP DMS. At the bottom of the window choose Delete Selected File(s) to remove the outdated original. On the Document Data tab. 10. 8.doc (the file can be found under the following path on the documentation DVD: \MISC\Baseline_Package\Belgium\SAP_DI). Choose OK to save your changes. 11.

6. On the Create Material Revision Level: Initial Screen. Choose Back to return to the SAP Easy Access screen (SAP GUI).4 Use Changing BOM The material costs for the new product are too high. You cannot assign any further revision levels to this material using the same change number. 3. 4. On the Change material BOM: Initial Screen. On the Create Material Revision Level: Detail screen. Choose Enter. 7. Procedure 1. Save your changes. Access the transaction choosing one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI) SAP ECC menu Transaction code Logistics  Production  Master Data  Bills of Material  Bill of Material  Material BOM  Change CS02 Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role Business role Business role menu Engineering Specialist (SAP_NBPR_ENGINEER-S) Engineering → Master Data → BOM → Change Material BOM User action and values F326 Plant 1 (1000) 2 <new ECM number you created previously> Engineering Comment PLM Header Material 2. 4.SAP Best Practices Revision Level Internal Product Development (210): BPD 2. For this reason. 5. Confirm with Enter. make the following entries: Field name Material Plant BOM usage Change Number Description © SAP AG Page 33 of 54 . enter the new change number (ECM) you previously created. A system message appears in the status bar informing you that the revision level has been assigned. enter the material number F326. Or Choose Exit (Shift+F3) and confirm the Business client message with Yes to return to SAP Home (SAP NetWeaver Business Client).3. Result A new revision level has been assigned to the material master. you must replace one component with a less expensive one.

4. Search for the appropriate class. 3. 8. 2. Item 0070 Component S325A Quantity 100 UN PC 7. Select the component field for line item 70.SAP Best Practices 3. Choose include subordinate classes. In the Valid From column the date from the header of your new change number is displayed. On the Change material BOM: General Item Overview screen. 9. 6. column shows your new change number (ECM) for this item. the new revision (B) is displayed. From the SAP Menu (SAP GUI) choose Edit → New Entries (F5) or (NWBC More… →) Edit  New Entries and make the following entries: Item 0070 ICt L Component S325B Quantity 100 UN PC The Change No. Mark item 70 (Component S325A) and choose Delete item. 6. Internal Product Development (210): BPD 4. According to the changes in the new version of the CAD drawing. indicating that this change will only become effective once the ECM date is reached. The change will become effective once the change number becomes active. to the right of the header material description. Choose Back to return to the SAP Easy Access screen (SAP GUI). A warning informs you that the valid-from-date was copied from the change number. 5. so choose Enter again to proceed. Result You have replaced a component in the material BOM with a less expensive one. This is correct. Select the characteristic description XXX. Choose Enter. 8. Select the Materials for class tab. and press F4. Choose your class XXX and class type XXX. 5. Use the input help and choose XXX. © SAP AG Page 34 of 54 . item 70 needs to be replaced by a less expensive component. 7. Or Choose Exit (Shift+F3) and confirm the Business client message with Yes to return to SAP Home (SAP NetWeaver Business Client). Choose Enter. Classification System for Materials – not part of this scenario! In case you have a classification system in place for materials. you will find the material as described in the following steps: 1. Mark the material and choose Copy.

and by which change number. The Valid from. The same date is shown as valid from in the second line item 70. Item 0070 is shown twice. © SAP AG Page 35 of 54 . The first line item 70 is valid from today (if you activated the first change number today) and valid up to the date you picked in the second change number. The BOM is listed with its items in the Display material BOM: General Item Overview screen. you change these dates accordingly. On the Display material BOM: Initial Screen. Procedure 1. by which change number. Valid to. and when it was replaced.SAP Best Practices Internal Product Development (210): BPD 4. Choose Back to return to the SAP Easy Access screen (SAP GUI).To columns indicate when each item was introduced. By activating the change number in a later step. Confirm with Enter. Or Choose Exit (Shift+F3) and confirm the Business client message with Yes to return to SAP Home (SAP NetWeaver Business Client). 5.3.5 Use Displaying BOM You display the BOM to check the change. Comment 2. Access the transaction choosing one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI) SAP ECC menu Transaction code Logistics  Production  Master Data  Bills of Material  Bill of Material  Material BOM  Display CS03 Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role Business role Business role menu Engineering Specialist (SAP_NBPR_ENGINEER-S) Engineering → Master Data → BOM → Display Material BOM User action and values F326 Plant 1 (1000) 2 ! Engineering Replace today’s date with an exclamation mark. which shows the new component S325B. This shows the complete history and future with all ECM-changes of the BOM. Result You have checked the changes to your BOM. Change No. make the following entries: Field name Material Plant BOM usage Valid From Description 3. and Chg No. 4.

7 Use Activating Change Number All changes made with reference to the ECM are now finished. complete the following steps using the master data from this document (see also table below): Steps to process from scenario Reference and Simulation Costing (187) All steps Master Data Field name Baseline Planning Object Base Unit of Measure Company Code Plant Name Item 1 2 3 4 5 6 7 8 9 10 Category M M M M M M M M M M Resource S21 S22 R122 R128 R120 S23 S325B S124 R20 R27 Description User action and values S325B PC Company Code 1000 Plant 1 (1000) Simulation S325B Plant 1000 1000 1000 1000 1000 1000 1000 1000 1000 1000 Quantity 1 1 1 1 1 1 1 1 1 1 Comment Total cost of goods manufactured for new designed product _______________ EUR. Procedure To perform this activity.3. You activate the changes by bringing the date of the ECM forward to today’s date.3. © SAP AG Page 36 of 54 . You now want to look at the cost structure of the new product to ensure that it has been changed accordingly. Result The costs now fit the internal cost requirements. 4. To ensure that this ECM will not be accidentally used later on.SAP Best Practices Internal Product Development (210): BPD 4.6 Use Creating Material Cost Estimate with Quantity Structure You have changed the BOM. the status is set to 2 Inactive.

Save your entries and Exit. choose Shift Date. To return to the header. An inactive ECM cannot be changed or used. On the Change Master: Change Header screen. Change the value in the Change no.SAP Best Practices Internal Product Development (210): BPD Even though the status is called Inactive. all the changes carried out remain active. In the Shift Date dialog box. The ECM has been locked by setting its status to Inactive. 3. © SAP AG Page 37 of 54 . 3. On the Change Change Master: Change Header screen. mark <your change number> (as noted before) and choose Change Change Master. choose Shift Date. 5. choose Goto – Object – All Objects (F7) from the SAP menu. 7. choose Today (F2). 4. Procedure Option 1: SAP Graphical User Interface (SAP GUI) 1. choose More… → Goto → Object → All Objects (F7). 4. Change the value in the Change no. Save your entries and go back to the SAP Easy Access Screen. choose Today (F2). If you want to see all objects you have changed using this ECM. In the Shift Date dialog box. in the Description field group. status field to 2 Inactive). Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role 1. in the Description field group. 6. 5. 6. To return to the header choose More… → Goto → Change Header (F5). choose Goto – Change Header (F5) from the SAP menu. status field to 2(Inactive). Access the transaction choosing one of the following navigation options: Business role Business role menu Engineering Specialist (SAP_NBPR_ENGINEER-S) Engineering → Change Management → Change Number 2. If you want to see all objects you have changed using this ECM. Enter the change number you noted before and choose Enter. Confirm the Log Off message with Yes to return to SAP Home. Access the transaction choosing one of the following navigation options: SAP ECC menu Transaction code Logistics  Production  Master Data  Engineering Change Management  Change Number  Change CC02 2. The status Inactive will lock the ECM. Result All changes have been activated. On the Change Number screen.

make the following entries: Field name Material Plant BOM usage Alternative BOM 3. Do not choose Enter.3. make the following entries: Field name Material Plant BOM usage Alternative BOM Change number Revision level Description User action and values F326 Plant 1 (1000) 2 Leave this field empty. 4. Access the transaction choosing one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI) SAP ECC menu Transaction code Logistics  Production  Master Data  Bills of Material  Bill of Material  Material BOM  Create CS01 Option 2: SAP NetWeaver Business Client (SA P NWBC) via Business Role Business role Business role menu Engineering Specialist (SAP_NBPR_ENGINEER-S) Engineering → Master Data → BOM → Create Material BOM Description User action and values F326 Plant 1 (1000) 1 Leave this field empty. The bill of materials used up to this point in the process has been designated as use 2 (engineering BOM). there are several reasons for copying an engineering BOM to a production BOM with use 1.8 Use Creating Production BOM from Engineering BOM This step is normally performed by the work scheduling department. Depending on your company demands. Leave this field empty. Procedure 1. To automate this process in practice. These include the following: • • Flexibility to change the production BOM as required (without a change number) Pooling several identical items due to planning requirements (MRP) This procedure could also be handled automatically by a workflow step or an exit routine while setting the BOM status or setting the revision level. (F7). Leave this field empty. Comment © SAP AG Page 38 of 54 . On the Copy From… screen. you create a report that copies the BOM and includes some additional functionality like BOM pooling. On the Create Material BOM: Initial Screen. Comment 2.SAP Best Practices Internal Product Development (210): BPD 4. instead choose Copy From….

Or Choose Exit (Shift+F3) and confirm the Business client message with Yes to return to SAP Home (SAP NetWeaver Business Client). you make all the items of the new material BOM costing-relevant before calculating the material costs of the new product. Description 7. Internal Product Development (210): BPD 6.9 Use Making BOM Costing Relevant In this activity. On the Create Material BOM: Copy from screen. Choose Select All to mark all items. Result You have created a material BOM with use 1 (production). Choose Back to return to the SAP Easy Access screen (SAP GUI). Choose Enter. Choose Item (F7). 7. All the components of the new material BOM with usage 1 (production) are displayed. 4. Procedure 1. Choose Enter.3. Choose Next Item to switch to the next item in the BOM. Access the transaction choosing one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI) SAP ECC menu Transaction code Logistics  Production  Master Data  Bills of Material  Bill of Material  Material BOM  Change CS02 Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role Business role Business role menu Engineering Specialist (SAP_NBPR_ENGINEER-S) Engineering → Master Data → BOM → Change Material BOM User action and values F326 Plant 1 (1000) 1 Leave this field empty Production Comment PLM Header Material 2. select all the items you want to copy to the new material BOM by choosing Select all and then Copy (F5). © SAP AG Page 39 of 54 . On the Change material BOM: Initial Screen. 6. Select the Status/Lng Text tab and make the following entry: Field name CostingRelevncy Description Relevant to costing User action and values X Comment Set as 100% relevant for costing.SAP Best Practices 5. 5. 4. make the following entries: Field name Material Plant BOM usage Change Number 3.

1 Use An employee in the company has spent time working on the project. you can use the Cross-Application Time Sheet to record the time.3. Or Choose Exit (Shift+F3) and confirm the Business client message with Yes to return to SAP Home (SAP NetWeaver Business Client).10 Use Proceeding Standard Cost Calculation You have finished the product design. You now want to calculate the cost of the new product. Choose Back to return to the SAP Easy Access screen (SAP GUI).SAP Best Practices 8. Recording Working Hours © SAP AG Page 40 of 54 .4. 4. 4. process the following steps using the master data from this document (see also table below): Steps to process from scenario Prerequisite Process Steps (154) Step Product costing run Master Data Field name Material Description User action and values F326 Comment Total cost of goods manufactured _______________ EUR.4 Project Management II 4. Repeat steps 7 and 8 for all items. Procedure To perform this activity. It enables you to monitor all the business processes concerning employees’ tasks. Result Cost calculation is complete. The Cross-Application Time Sheet (CATS) is a cross-application tool for recording working times and tasks. and wants to record their working hours. There are two ways of doing this: 1) If you are using HR and have a mini-master record. Internal Product Development (210): BPD 9. to calculate a price for the new product. 2) If you are not using HR. Result You have made the BOM relevant for costing. choose Direct Activity Allocation and move the cost from a Cost Center to the Project.

appears. Access the transaction choosing one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI) SAP ECC menu Transaction code Accounting  Project System  Progress  Confirmation  Time Sheet  CATS Classic  Record Working Times CAT2 Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role Business role Business role menu Field name Data Entry Profile Personnel Number 4. Any WBS Element of this project can be used. A new selection field. Choose Enter. © SAP AG Page 41 of 54 . Choose Back to return to the SAP Easy Access screen (SAP GUI). The main advantages are: • • • • you have one tool for recording times for several applications employees can record their own data (or data for a group of employees) you can employ an approval step for recorded times your network is not blocked while recording working hours (not relevant for this scenario) Procedure 1. Weekday 4 7. Or Choose Exit (Shift+F3) and confirm the Business client message with Yes to return to SAP Home (SAP NetWeaver Business Client). P-O1000-03. Make the following entries: Field name Key date 5.SAP Best Practices Internal Product Development (210): BPD from paying the employees. Choose the date for which you want to record hours. through monitoring the progress of a project. On the Time Sheet: Initial Screen. Choose Enter Times (F5). make the following entries: 3. Key date. in the Data entry section. Comment Description User action and values <Current date> Comment Employee [Professional User] (SAP_NBPR_EMPLOYEE-S) Control Panel  Employee Services  Time Sheet: Maintain Times Description User action and values YBPS 999302 Comment 2. Search for the Project Definition noted before. to creating invoices. enter the following data: Field name ActTyp WBS-Element Description User action and values 9 <WBS Element number> For example. 6. On the Time Sheet: Data Entry View screen.

Procedure 1. The status is now set to Approved.4. Choose Back to return to the SAP Easy Access screen (SAP GUI). 4. Access the transaction choosing one of the following navigation options: © SAP AG Page 42 of 54 . Procedure 1. make the following entries: Field name Reporting Period Personnel Number Processing Status 3. the data is not yet visible in the project system. Result The times you entered above are approved and can now be transferred to controlling.SAP Best Practices Internal Product Development (210): BPD Result You have entered working times for the assigned WBS Element. On the Approve Working Times screen. The purpose of this activity is to transfer the approved data to the Controlling. 5. Then he or she approves this expenditure before it is posted to the project.3 Use Transferring Recorded Data to Controlling Even though the working hours have been approved by the project manager. Choose Execute (F8). 4. 4. Access the transaction choosing one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI) SAP ECC menu Transaction code Accounting  Project System  Progress  Confirmation  Time Sheet  Approval  Approve Working Times CATS_APPR_LITE Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role Business role Business role menu Project Manager (SAP_NBPR_PROJECTMANAGER-M) Project Management → Project Execution → Time Management → Approve Working Times Description User action and values Current Year 999302 20 Comment 2. Or Choose Exit (Shift+F3) and confirm the Business client message with Yes to return to SAP Home (SAP NetWeaver Business Client).2 Use Approving Working Hours The project manager checks who carried out additional and unplanned work on the project. Select the line and choose Approve.4.

choose Project Management → Project Execution → Project Reports → Selection: Plan/Actual/Variance. On the CATS: Transfer to Controlling screen. 8. Choose Back to the CATS: Transfer to Controlling screen. 12. check the time record to be transferred to the project system. 4. 6. Personnel number in CO doc. make the following entries: Field name Project Management Selections (DB profile 000000000001) Project WBS-Element Network/Order Activity Materials in Network Reports Selection Plan Version 11. Test run 3. 9. 13. Choose Execute. deselect Test run and choose Execute again. If required. 10. enter Controlling Area 1000 in the Set Controlling area dialog box and confirm. On the CATS: Transfer to Controlling screen. Choose Execute. 7. On the Plan/Actual/Variance: Overview screen.SAP Best Practices Internal Product Development (210): BPD Option 1: SAP Graphical User Interface (SAP GUI) SAP ECC menu Transaction code Accounting  Project System  Progress  Confirmation  Time Sheet Transfer  Accounting CAT7 Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role Business role Business role menu Enterprise Controller (SAP_NBPR_CONTROLLER-M) Overhead Cost Controlling → Period End Closing → CATS: Transfer Data to CO Description User action and values 999302 Select this option. 0 P-O1000 Description User action and values Comment © SAP AG Page 43 of 54 . Choose Call up Report. make the following entries: Field name Personnel no. Choose Back (F3) to the SAP Easy Access Screen (SAP GUI) or for SAP NetWeaver Business Client: choose Exit (Shift + F3) and confirm the Log Off message with Yes to return to SAP Home. To check the actual cost of the project. select the Actual column. 5. run the Plan/Actual/Variance cost report with transaction S_ALR_87013532 (SAP GUI) or from the SAP NetWeaver Business Client menu bar. Select this option. Comment 2. On the Selection: Plan/Actual/Variance screen. Enter Database profile 000000000001 and confirm.

On the Enter Direct Activity Allocation screen. Result The cost for the recorded hours is transferred to controlling. the Cost Element.4 Use Optional: Direct Activity Allocation If you are not using HR. your WBS-Element. Access the transaction choosing one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI) SAP ECC menu Transaction code Accounting  Project System  Financials  Actual Postings  Activity Allocation  Enter KB21N Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role Business role Business role menu Employee [Professional User] (SAP_NBPR_EMPLOYEE-S) Control Panel → Employee Services → Enter Direct Activity Allocation Description User action and values 1000 Comment 2. Instead.4. select the screen variant WBS element/order. © SAP AG Page 44 of 54 . Sending Cost Center Description User action and values Today Today 4 h 1501 R&D 9 Development P-O1000-03 Working hours Comment 3. For details.SAP Best Practices Internal Product Development (210): BPD 14. Procedure 1. Double-click Project Actual Cost Line Items in the dialog box. Date Postg Date Quantity Cost Center Activity Type WBS element 5. and the Cost resulting from the recorded hours appears. you use the direct activity allocation and move the cost from a cost center to the project. The line with the Date. 4. make the following entries and choose Continue Field name Controlling Area 4. 15. 16. In the Set Controlling Area dialog box. Or Choose Exit (Shift+F3) and confirm the Business client message with Yes to return to SAP Home (SAP NetWeaver Business Client). It appears in the cost reports for the WBS Elements on which they were recorded. Choose Back to return to the SAP Easy Access screen (SAP GUI). double-click the line. Choose Post. CATS is not available for you to record the working hours for a project. Make the following entries: Field name Doc.

12. you set the status of the project to Technically completed (TECO). 7. On the Selection: Plan/Actual/Variance screen. 0 P-O1000 Description User action and values Comment Result The cost for the recorded hours has been assigned to the WBS Element. If required. 4. run the Plan/Actual/Variance cost report again with transaction S_ALR_87013532 (SAP GUI) or from the SAP NetWeaver Business Client menu bar. The line with the Date. 14. Choose Execute. On the Plan/Actual/Variance: Overview screen. It appears in the cost reports on the WBS Elements for which it was recorded. choose Project Management → Project Execution → Project Reports → Selection: Plan/Actual/Variance. 8. double-click the line.5. Save your entries and go Back (F3) to the SAP Easy Access Screen (SAP GUI) or for SAP NetWeaver Business Client: choose Exit (Shift + F3) and confirm the Log Off message with Yes to return to SAP Home. 9. This step is necessary for setting the project.5 Completion and Settlement of Project 4. select the Actual column. Completing Project Technically © SAP AG Page 45 of 54 . and the Cost resulting from the recorded hours appears. 13. Enter Database profile 000000000001 and confirm. Choose Call up Report. Choose Back to return to the SAP Easy Access screen (SAP GUI). the Cost Element. 15. make the following entries: Field name Project Management Selections (DB profile 000000000001) Project WBS-Element Network/Order Activity Materials in Network Reports Selection Plan Version 11. 16. Double-click Project Actual Cost Line Items in the dialog box.1 Use In this step. 10. Or Choose Exit (Shift+F3) and confirm the Business client message with Yes to return to SAP Home (SAP NetWeaver Business Client).SAP Best Practices Internal Product Development (210): BPD 6. For details. your WBS-Element. To check the actual cost of the project. enter Controlling Area 1000 in the Set Controlling area dialog box and confirm.

if not already chosen.2 Option 2 Actual settlement Project to Asset Management If you have decided to capitalize the development costs go on with step 4.1 Option 1 Actual Settlement Project to Profitability Analysis. 4. The following steps are relevant © SAP AG Page 46 of 54 .1 Option 1: Actual Settlement Project to Profitability Analysis (CO-PA) In this case the development project will be settled to the profitability analysis.1 Option 1 Actual Settlement Project to Profitability Analysis • 4.2 Actual Settlement Project Depending on the execution of the capitalization and valuation option you have for development efforts the project can be settled to the Profitability Analysis or can be booked to an intangible asset.2 Option 2 Actual settlement Project to Asset Management. Or Choose Exit (Shift+F3) and confirm the Business client message with Yes to return to SAP Home (SAP NetWeaver Business Client).2. if not already open. Access the transaction choosing one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI) SAP ECC menu Transaction code Logistics  Project System  Project  Project Builder CJ20N Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role Business role Business role menu Project Manager (SAP_NBPR_PROJECTMANAGER-M) Project Management  Project Planning  Project  Project Builder 2. 5. Under Worklist: Description. In this case do not proceed the step 4. choose Last Projects Processed. Result As a result of setting the status of the project to TECO (technically completed) the project can now be settled to profitability analysis (CO-PA).2. 7.5. This means the whole costs of the development project are posted incoming relevant.5.5. In this case do not proceed the step 4. Select the project definition.SAP Best Practices Internal Product Development (210): BPD Procedure 1. 6.5. Choose Worklist. 4.2. Choose Back to return to the SAP Easy Access screen (SAP GUI). Choose Edit → Status → Complete Technically → Set from the SAP menu (SAP GUI) to or in the SAP NetWeaver Business Client.2. In the following chapters both options are described • If you have decided to settle the development costs to the Profitability Analysis go on with step 4. choose More…→ Edit → Status → Complete Technically → Set.5.2.5. Double-click Project: Product Development – P-O1000. 3.

Proc. Or Description Key identifying project definition User action and values Enter Project definition number (for example.2.SAP Best Practices Internal Product Development (210): BPD Prerequisites You don´t want to proceed the step 4. The settlement rules determine the controlling object that will receive the revenues and costs of the project. A default settlement strategy. settlement rule determination based on certain project criteria.5. In the Set Controlling Area dialog box. Choose Execute. Choose Back to return to the SAP Easy Access screen (SAP GUI). 5. 3.1.2 Option 2 Actual settlement Project to Asset Management 4. Choose Next List Level.5.1 Use Generating Settlement Rule This transaction automatically generates the settlement rules in the project. On the Generate Settlement Rules: WBS Elements screen. enter <your Controlling Area> and choose Enter. Prerequisites The settlement rule of the project may be generated at any time once you have created the project. 6. 2.2. Access the transaction choosing one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI) SAP ECC menu Transaction code Accounting  Project System  Financials  Period-End Closing  Single Functions  Settlement Rule  Individual Processing CJB2 Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role Business role Business role menu Project Manager (SAP_NBPR_PROJECTMANAGER-M) Project Management → Project Execution → Financials → Generate Settlmt Rule: Indiv. must be defined for settlement generation to occur. PO1000) Select Current period Current fiscal year Deselect Select Comment Includes all sub items below project definition Period signifying the start of the analysis Fiscal year Simulation control Generates list of the updated database records © SAP AG Page 47 of 54 . that is. Procedure 1. make the following entries: Field name Project Definition With Hierarchy Period Fiscal Year Test Run Detailed Lists 4.

The project must have the status TECO (technically completed). Access the transaction choosing one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI) SAP ECC menu Transaction code Logistics → Project System → Financials → Period-End Closing → Single Functions → Settlement → Individual Processing CJ88 Option 2: SAP Net Weaver Business Client (SAP NWBC) via Business Role Business role Business role menu Project Manager (SAP_NBPR_PROJECTMANAGER-M) Project Management → Project Execution → Financials → Settle Projects and Networks 2.SAP Best Practices Internal Product Development (210): BPD Choose Exit (Shift+F3) and confirm the Business client message with Yes to return to SAP Home (SAP NetWeaver Business Client). Select this option. 3. enter the following data: Field name Project With Hierarchy Settlement period Fiscal Year Posting Period Processing Type Test Run Description User action and values <Name of your project> For example P-O1000. enter Controlling Area (1000).2 Actual Settlement Project to Profitability Analysis (CO-PA) Use The project must be settled to a profitability segment. Procedure 1. you should select this option to check for possible Comment © SAP AG Page 48 of 54 . Result The settlement rules have been generated for the billing elements and/or accounting elements. At first.5. <Current period> <Current fiscal year> <Current period> 1 Automatic Deselect this option. If the Set Controlling Area dialog box appears. 4. Prerequisites The project must be created.1. On the Actual Settlement: Project/WBS Element/Network screen.2. and postings incurred.

Prerequisites You don´t have proceed the step 4. Select this option. Detail List 4. Result The project is settled. There for you have to create a new intangible asset in the asset management.5.3 Close Completed Project 4.5. Key SLIN.1 Option 1 Actual settlement Project to Profitability Analysis If You have executed chapter 4. This means the development project is posted to an intangible asset in the asset management.SAP Best Practices Internal Product Development (210): BPD errors.2. Useful live 5 © SAP AG Page 49 of 54 .2 Option 2: Actual Settlement Project to Asset Management In this case the development project will be capitalized. Procedure To execute this activity.1 go on with chapter 4. 4.5.Area 01 IAS depreciation Dep. The following steps are relevant.2.5.5.2. The posting of the project are not directly incoming relevant.2.2.1 Use Creating a New Intangible Asset You have finished the product development. Choose Execute. You now want to capitalize the development efforts for the new product. process the following steps using the master data from this document (see also table below): Steps to process from scenario Asset Accounting Steps (162) Step Master data maintenance Master Data Field name Asset Class Description Cost Center Description User action and values 210000 Development for <name of the Product> 1501 Cost Center R&D for posting the depreciation Comment DepKey Depr. Over the useful life of the intangible asset by posting the depreciation the development project will become incoming relevant.

2 Use Maintaining Settlement Rule In this procedure you create manually a new settlement rule. if not already chosen. 4.2. Useful live 5 Dep.5. Key SLIN. 4.2. Under Project structure description: Select the project definition and select expand all. if not already open. Key SLIN. Prerequisites You have created an asset master record in the asset management. Useful live 5 Dep. Double-click the Project: Product Development – P-O1000. Access the transaction choosing one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI) SAP ECC menu Transaction code Logistics  Project System  Project  Project Builder CJ20N Option 2: SAP Net Weaver Business Client (SAP NWBC) via Business Role Business role Business role menu Project Manager (SAP_NBPR_PROJECTMANAGER-M) Project Management  Project Planning  Project  Project Builder 2. Choose Worklist. Procedure 1. On the Maintain Settlement Rule: Overview screen. Under Worklist: Description. Mark the WBS element P-O1000-03 (Development) 7. 6. Choose Edit → Costs → Settlement rule.SAP Best Practices Internal Product Development (210): BPD Master Data 20 30 LOCG depreciation IAS depreciation in group currency Delta 01-20 Dep. Key SLIN. choose Last Projects Processed. 3. Useful live 5 60 Result The asset master record has been created under the number you specified in company code 1000. You can create a settlement rule to book the project costs to an asset master record in the asset management. 5. enter the following data: Field name Cat Description Account assignment category User action and values FXA Comment The receiver is an Asset master record © SAP AG Page 50 of 54 . 8.

Procedure 1. If the Set Controlling Area dialog box appears.5. 4. On the Actual Settlement: Project/WBS Element/Network screen. Internal Product Development (210): BPD The asset master record number 10. for example P-O1000 <Selected> <Current period> <Current fiscal year> <Current period> 1 Automatic Comment © SAP AG Page 51 of 54 . enter the Controlling Area (1000) 3.2. Choose Back to return to the screen Project Builder: P-O1000.2.SAP Best Practices Settlement receiver 9. 2. 11. enter the following data: Field name Project With Hierarchy Settlement period Fiscal Year Posting Period Processing Type Description User action and values Name of your project. Prerequisites Project created and postings incurred. Choose Enter.3 Use Actual Settlement Project to Asset Management The project must be capitalized. The project has the status TECO (technically completed). Or Choose Exit (Shift+F3) and confirm the Business client message with Yes to return to SAP Home (SAP NetWeaver Business Client). Choose Back to return to the SAP Easy Access screen (SAP GUI). Access the transaction choosing one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI) SAP ECC menu Transaction code Logistics → Project System → Financials → Period-End Closing → Single Functions → Settlement → Individual Processing CJ88 Option 2: SAP Net Weaver Business Client (SAP NWBC) via Business Role Business role Business role menu Project Manager (SAP_NBPR_PROJECTMANAGER-M) Project Management → Project Execution → Financials → Settle Projects and Networks: Individual Proc.

Choose Save. <Selected> Result The project is settled. Access the transaction choosing one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI) SAP ECC menu Transaction code Logistics → Project System → Project → Project Builder CJ20N Option 2: SAP Net Weaver Business Client (SAP NWBC) via Business Role Business role Business role menu Project Manager (SAP_NBPR_PROJECTMANAGER-M) Project Management  Project Planning  Project  Project Builder 2. This prevents further changes to the project. Prerequisites You can view revenue and expense postings made to the project at any time using time sheet entry and/or invoicing activities. choose Open. 3. 5. generated in the previous step. In the Open Project dialog box.3 Use Closing Completed Project (Business View) Once you have viewed the project postings. enter the project number P-O1000. Choose Project Definition. On the Change Project: Project Definition screen. 4. you complete the project by setting the project status to be closed. Choose Back to the SAP Easy Access menu. 7. Completion of all project work triggers technical completion of the project. choose Edit → Status → Close → Set. On the Project Builder screen in the empty Project Structure area. Result The project receives the system status CLSD (closed) and can no longer be charged with costs. © SAP AG Page 52 of 54 .5. Choose Execute.SAP Best Practices Test Run Internal Product Development (210): BPD <Deselected> At first flag this field to check for possible errors Detail List 4. 6. 4. Procedure 1.

Period-End Closing "General" Plant (181) (optional) Use Additional activities must be carried out for the plant period-end closing. To accomplish subsequent activities of this business process. For more information about the month-end closing procedure. see the Business Process Documentation for Period-End Closing Plant.SAP Best Practices Internal Product Development (210): BPD 5 Follow-up Processes You have finished all the activities that are part of the business process described in this document. using the master data from this document.2 Rerunning the Scenario If you want to work through this process in the system again at a later stage. Month-end closing can only be performed once a month. You can find detailed descriptions of the individual reports in the following BPD documents. note the following: Sub process Notes for working through the value chain again © SAP AG Page 53 of 54 . Reports Report title Costs/Revenues/Expenditures/Receipts Plan/Actual/Variance Actual/Plan/Variance Absolute/ Variance % Transaction code S_ALR_87013531 S_ALR_87013532 S_ALR_87013543 Comment 6. which provide a comprehensive compilation of all important reports: • • Financial Accounting: SAP ERP Reporting for Accounting (221) Logistics Processes: SAP ERP Reports for Logistics (222) The descriptions of some reports that are an indispensable part of the process flow may be located directly in the section where they belong.1 SAP ERP Reporting Use The table below lists the reports that you can use to obtain additional information on this business process. carry out the process steps described in one or more of the following scenarios. These are performed collectively as a part of month-end closing. 6 Appendix 6.

Create new engineering change masters Create different material for finished good (new designed product) Create different planning object for cost estimate © SAP AG Page 54 of 54 .SAP Best Practices Project System EasyDM Product Data Management and Controlling Internal Product Development (210): BPD Choose a different project number and description. Choose a different description for the folder. Create new document info records.

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