PS Configuration Guide SAP

Project System: IM Configuration Guide
_______________________________________________________ Configuration Document SAP ECC 6.0 for Shasun Chemicals and Drugs Limited, Chennai _______________________________________________________ Dated: Apr 0 , !00"
D#C$%E&' C#&'(#L
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Document 'itle: Document )D : Purpose: *ile &ame: Securit+ Classification: Author: Appro,ed -+: Distri-ution List:
Configuration Document for SAP ECC 6.
Configuration Document Configuration Document!PS!S"asun Com#any Confidentia$ %.Anant"a#admana&an 'aris" Gour ( 'ari Prasad ) S"asun C"emica$s and Drugs *imited+ C"ennai S#ectraSoft ,ec"no$ogies *td+ C"ennai. S#ectraSoft ,ec"no$ogies *td+ 'ydera&ad. &o 1. Date of (elease A#r- 1+ . / Description Configuration
.ersion
.er. &o. 1 Date .0 !00"3043 0
2rief Change Description #riginal
.E(S)#& /)S'#(0 DE'A)LS Detailed Change Description
#riginal Document
0.
1 S#ectraSoft ,ec"no$ogies *td.
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'he contents of this document are the propert+ of SpectraSoft 'echnologies Ltd and are intended for the sole purpose of consumption -+ Shasun Chemicals and Drugs Limited, Chennai 2e#roduction+ distri&ution+ and modification of t"is document or any #arts t"ereof+ in any form+ 3it"out t"e 3ritten #ermission of S#ectraSoft ,ec"no$ogies *td are not #ermitted. 4se of t"is docu! ment or #arts t"ereof for #ur#oses ot"er t"an t"ose agreed &y S#ectraSoft ,ec"no$ogies *td is not #ermitted.
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Content
1.Project System: In5estment Management Configuration guide.............6 2.Define Program ,y#es............................................... .....................6 3.Define Person res#onsi&$e......................................................... ......7 4.Define Sca$e............................................. ..................................1 5.S#ecify Status Profi$e....................................... ............................1. 6.S#ecify status Aut"ori8ation........................................ ..................11 7.Maintain P$anning Profi$e........................................................... ....16 8.Define 9udget Profi$es for In5estment Programs ..............................16 9.Define Screen *ayout for A##ro#riation 2e:uests ............................1/ 10.Define Partner Determ. Procedure and Partner ;unctions..................3 11.Define 4ser Status Profi$e...................................... .......................6 12.Define <um&er Assignment.........................................................36 13.<um&er assignment defined........................................................3= 14.Maintain Coding Mas>s for A##ro#. 2e:uest <um&er.......................3/ 15.2estrict and Con5ert Coding Mas>......................................... ........1 16.Define P$anning Profi$es for Cost P$anning .....................................16 17.Define A##ro5a$ *e5e$s for A##ro#riation 2e:uests .........................6 18.Acti5ate E5ent!*in>age for ?or>f$o3 ,as>......................................66 19.Maintain P$anning Profi$es.......................................... ..................66 20.Acti5ate Account Assignment @&jects............................................6 21.Create Statistica$ Cost E$ements ..................................................6.
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Pro5ect S+stem: )n,estment %anagement Configuration guide
Purpose
,"is configuration guide #ro5ides t"e information t"at you need to manua$$y set u# configuration for PS modu$e in mySAP ECC6. .
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21
!.
Define Program Types $se
In t"is ste# you define #rogram ty#es. ,"e #rogram ty#e ser5es to c$assify in5estment #rograms and contains im#ortant contro$ information. ?"en you create a #rogram definition+ you "a5e to assign assign eac" #rogram to a #rogram ty#e. Standard settings SAP #ro5ides t"e standard #rogram ty#e Acti,ities Define your #rogram ty#es. ,"e fo$$o3ing s#ecifications are #articu$ar$y im#ortant: )ey and name of t"e #rogram ty#e In t"e detai$ screen: P$an(&udget #rofi$e Status #rofi$e <ote t"at you can no $onger c"ange your status #rofi$e entry in t"e #rogram ty#e once #rograms "a5e &een created for t"e #rogram ty#e. 4sing t"e dis#$ay format+ you s#ecify 3"et"er t"e #osition ID or t"e s"ort teAt is used for re#resenting #rogram #ositions in t"e $ists and in t"e #$anning(&udgeting functions. C@ o&ject c$ass Bas of re$ease 3. + a$$ C@ o&jects "a5e to &e assigned to a C@ o&ject c$ass+ for eAam#$e indirect costs+ #roduct costs+ in5estment costsC ,"e C@ o&ject c$ass ser5es on$y informationa$ #ur#oses for t"e in5estment #rogram. A$$o3ed measures ! t"e fo$$o3ing are a$$o3ed at #resent: 1.
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A##ro#riation re:uests Interna$ orders ?9S e$ements ,"e o&ject ty#es t"at are a$$o3ed "ere are automatica$$y ado#ted in t"e #rogram #osition. 'o3e5er t"ey can sti$$ &e $imited furt"er t"ere+ if necessary.
!.! Prere6uisites
Inde#endent acti5ity.
!.7
Procedure
)%8 %enu SAP Customi9ing )mplementation 8uide )n,est3 ment %anagement )n,estment Programs %aster Data Define Program '+pes SP(#
1. Access t"e acti5ity using one of t"e fo$$o3ing na5igation o#tions:
'ransaction Code
.. Acti5ities : Co#y or Create Program ,y#es 3. @5er5ie3 of data records P,y#e 1 DSCD DS2D <ame Sam#$e ca#. in5. #rogram Ca#. in5. #rogram BSCD*C Ca#. in5. #rogram BSCD*!2EDC
Program ty#e 9udget Profi$e P$an. #rofi$e Status Profi$e 2e#r.form @&ject C$ass In5est. #rofi$e 9udget Distri&ution 9udget dist @5era$$ 9udget dist.ann$.5a$s Assign meas(A##.2e: Sing$e Assignment Grou# 2e#orting
DSCD DP 1 DP 1 <ot Se$ected 1 I<%S, <ot Se$ected Acti5e Acti5e Inacti5e
Ca#. in5. #rogram BSCD*C Ca#.in5.#rogram &udgeting Ca#.in5.#rogram #$anning ID Ca#.in5.#rog.#osition ( ID Measure Profit ana$ysis
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EAc" 2ate ,y#e Cons. dim
Inacti5e Inacti5e
Program ty#e 9udget Profi$e P$an. #rofi$e Status Profi$e 2e#r.form @&ject C$ass In5est. #rofi$e 9udget Distri&ution 9udget dist @5era$$ 9udget dist.ann$.5a$s Assign meas(A##.2e: Sing$e Assignment Grou# 2e#orting EAc" 2ate ,y#e Cons. dim
DS2D DP 1
DP 1 <ot Se$ected 1 P2@;, <ot Se$ected Acti5e Acti5e Inacti5e Inacti5e Inacti5e
Ca#. in5. #rogram BSCD*! 2EDC Ca#.in5.#rogram &udgeting Ca#.in5.#rogram #$anning ID Ca#.in5.#rog.#osition ( ID Measure Profit ana$ysis
Assigna&$e @#erati5es DSCD ! Ca#. in5. #rogram BSCD*C @& ,y#e IF @2 P2 S"ort ,eAt A##ro#riation re:uests @rders ?9S e$ements
DS2D ! Ca#. in5. #rogram BSCD*!2EDC @& ,y#e IF @2 P2 S"ort ,eAt A##ro#riation re:uests @rders ?9S e$ements
!.4
(esult
In5estment #rogram ,y#e created.
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7 7.
Define Person responsi-le $se
In t"is ste#+ you define 3"ic" em#$oyees can &e res#onsi&$e for t"e entire #rogram or for #rogram #ositions. Gou can enter t"e name of t"e #erson res#onsi&$e in t"e master data of t"e res#ecti5e #rogram definition(#rogram #osition.
7.! Prere6uisites
7.7
Procedure
)%8 %enu SAP Customi9ing )mplementation 8uide )n,est3 ment %anagement )n,estment Programs %aster Data Allo:ed .alues for Certain %aster Data *ields Define Person (esponsi-le #PS6
'ransaction Code
.. Acti5ities : Create ne3 Entries
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3. @5er5ie3 of Data 2ecords 2es#ons. 1 . 3 1 6 6 = / <ame of res#.#erson A %asant"amuruges" )aus"i> S %i#ranarayanan 2 Dr. Sam#at" )umar Dr. Mi$ind ) 9iyani Ganes" Mani5annan Haimeera G Mayur A 4ser
7.4
(esult
Person res#onsi&$e defined
4 4.
Define Scale $se
In t"is ste# you define t"e entries a$$o3ed for t"e Isca$eI master data fie$d. 4sing a sca$e+ you can c$assify your in5estments according to t"eir si8e or sco#e. Gou can define any num&er of sca$es. Gou can use t"e sca$e as a se$ection criterion in re#orting. Gou enter t"e sca$e in t"e master record of t"e #rogram #ositions t"e measures and t"e a##ro#riation re:uests &ote ,"e sca$e ser5es on$y to assist in c$assification. ,"e sca$e is not re$ated to t"e #$an 5a$ues or t"e &udget 5a$ues for t"e o&ject in t"e system. Standard settings SAP #ro5ides 5arious sca$es as eAam#$es. Acti,ities 1. Define additiona$ sca$es if you need t"em.
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4.! Prere6uisites
4.7
Procedure
)%8 %enu SAP Customi9ing )mplementation 8uide )n,est3 ment %anagement )n,estment Programs %aster Data Allo:ed .alues for Certain %aster Data *ields Define Scale SP(#
'ransaction Code
.. Acti5ities : Co#y or Create <e3 Sca$e for Measures 3. @5er5ie3 of Data 2ecords Sca$e 1 . 3 <ame Sma$$ ca#ita$ in5estments Medium!si8ed ca#ita$ in5estments *arge!sca$e ca#ita$ in5estments Detai$ dis#$ay
Acti5e
4.4
(esult
Sca$e Defined
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; ;.
Specif+ Status Profile $se
In t"is IMG acti5ity you define status #rofi$es.
;.! Prere6uisites
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;.7
Procedure
)%8 %enu SAP Customi9ing )mplementation 8uide )n,est3 ment %anagement )n,estment Programs %aster Data $ser Status Specif+ Status Profile #<0!
'ransaction Code
.. Acti5ities: Co#y or Create <e3 Status Profi$e 1. .. 3. 1. 6. Enter a Status Profile. Assign t"e status #rofi$e to an #-5ect '+pe. Define t"e $ser Status. Assign 2usiness 'ransactions to user statuses. 'ranslate t"e status #rofi$e and user statuses.
3. @5er5ie3 of Data 2ecords PS4SE2S, : 4ser Status Profi$e!PS
;.4
(esult
4ser Status Profi$e created
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6 6.
Specif+ status Authori9ation $se
,"e status of a #rogram #osition can &e $in>ed to an aut"ori8ation c"ec>. In t"is ste# you define aut"ori8ation >eys 3"ic" you can use to set u# aut"ori8ation c"ec>s 3"en you manuall+ set or de$ete a user status. ?"en t"e system sets a user status as a reaction to &usiness transaction+ it does not #erform an aut"ori8ation c"ec>.
6.! Prere6uisites
6.7
Procedure
)%8 %enu SAP Customi9ing )mplementation 8uide )n,est3 ment %anagement )n,estment Programs %aster Data $ser Status Specif+ Status Authorisations 2S;!
'ransaction Code
.. Acti5ities : SAP Standard Setting.
6.4
(esult
Status aut"ori8ation s#ecified
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= =.
%aintain Planning Profile $se
In t"is ste# you maintain #$anning #rofi$es for in5estment #rograms. Gou need #$anning #rofi$es for t"e #$anning met"ods &e$o3: @5era$$ #$anning for interna$ orders 'ierarc"y cost #$anning for #rojects Pre$iminary costing for #roduction orders t"at do not "a5e a :uantity structure BC@ #roduction ordersC. Cost #$anning for in5estment #rograms or in5estment measures+ and for a##ro#riation re:uests. ;inancia$ &udgeting Gou can create ne3 #$anning #rofi$es+ or c"ange eAisting ones. ,"e fo$$o3ing settings are im#ortant: ,ime frame Gou can s#ecify 3"ic" 5a$ues are to &e #$anned+ and in 3"ic" fisca$ years. %a$ue dis#$ay Gou can s#ecify 3"ic" standard 5ie3 t"e system is to dis#$ay 3it" t"e #$an 5a$ue+ 3"en you ca$$ u# t"e initia$ screen for #$anning. Gou can defau$t t"e num&er of decima$ #$aces and t"e dis#$ay factor.
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=.! Prere6uisites
=.7
Procedure
)%8 %enu SAP Customi9ing )mplementation 8uide )n,est3 ment %anagement )n,estment Programs Planning in Program Cost Planning %aintain Planning Profiles #)P
'ransaction Code
.. Acti5ities : Co#y or Create <e3 P$anning Profi$e 1. C"ec> t"e #$anning #rofi$es #ro5ided &y t"e SAP standard. .. If necessary+ c"ange t"e detai$ settings for t"e eAisting #$anning #rofi$es. A$ternati5e$y+ create ne3 #$anning #rofi$es &y c"oosing I<e3 entriesI. 3. Assign t"e #$anning #rofi$e to an order ty#e+ #rogram ty#e+ a##ro#riation re:uest ty#e+ #roject or ;M area. 3. @5er5ie3 of Data 2ecords Pro5ect Profile 1 DP 1 DP . Description Ca#.in5.#rogram #$anning Ca#.in5.#rogram #$anning Ca#.in5.#rogram #$anning!2ED
=.4
(esult
P$anning #rofi$e In5estment #rogram created " ". Define 2udget Profiles for )n,estment Programs $se
In t"is ste#+ you define t"e &udget #rofi$es for ca#ita$ in5estment #rograms. ,"e &udget #rofi$e contains t"e #arameters for contro$$ing t"e &udgeting transaction Bsuc" as+ t"e a$$o3ed #$anning inter5a$C.
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In order to &e a&$e to carry out &udgeting for a ca#ita$ in5estment #rogram+ you "a5e to create a &udget #rofi$e+ or use an a$ready created &udget #rofi$e.
".! Prere6uisites
".7
Procedure
)%8 %enu SAP Customi9ing )mplementation 8uide )n,est3 ment %anagement )n,estment Programs 2udget3 ing in Program Define 2udget Profiles for )n,est3 ment Programs #)2
'ransaction Code
.. Acti5ities : Co#y or Create <e3 9udget Profi$e Create t"e &udget #rofi$e. Ma>e t"e fo$$o3ing entries in t"e detai$ screen: S#ecify 3"et"er on$y tota$ 5a$ues can &e &udgeted+ or if annua$ 5a$ues are a$so a$$o3ed. Define t"e #$anning inter5a$ for t"e &udgeting of annua$ 5a$ues Bstarting from t"e start yearC: num&er of years into t"e #ast t"at can &e &udgeted num&er of years into t"e future t"at can &e &udgeted t"e re$ations"i# of t"e start year to t"e current year B means t"e start year J current yearC S#ecify "o3 t"e &udgeting transaction s"ou$d $oo>: t"e 5a$ue ty#e t"at s"ou$d &e s"o3n 3it" t"e &udget 5a$ues in t"e defau$t 5ie3 in t"e initia$ screen of t"e transaction defau$t 5a$ues for decima$ #$aces and t"e dis#$ay factor 3. @5er5ie3 of Data 2ecords
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Profile 1 DP 1 DP .
'e>t Ca#.in5.#rogram &udgeting Ca#.in5.#rogram &udgeting Ca#.in5.#rogram &udgeting!2ED
".4
(esult
9udget Profi$e for In5estment Program Created
? ?.
Define Screen La+out for Appropriation (e6uests $se
In t"is ste#+ you define t"e screen $ayout of t"e master record screens for a##ro#riation re:uest. ,"e screen $ayout contro$ you define is 5a$id for t"e 3"o$e c$ient.
?.! Prere6uisites
?.7
Procedure
)%8 %enu SAP Customi9ing )mplementation 8uide )n,est3 ment %anagement Appropriation (e6uests %aster Data Control Data Define Screen La+out for Ap3 propriation (e6uests #)'L
'ransaction Code
.. Acti5ities : 1. Determine t"e screen grou# for 3"ic" you 3ant to modify fie$ds. .. Set t"e indicators for t"e modifia&$e fie$ds and t"e 5a$ues for t"e inf$uencing fie$ds. 3. ,rans#ort your settings+ if necessary. ,o do t"is+ c$ic> on Field selection -> Transport. Settings 3it"out inf$uencing fie$d
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?.4
(esult
Screen *ayout for A## 2e:uest defined
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0 0.
Define Partner Determ. Procedure and Partner *unctions $se
In t"is ste#+ you define t"e #artner determination #rocedures and t"e #artner functions t"at &e$ong to t"em. Gou assign a #artner determination #rocedure to an a##ro#riation re:uest &y means of t"e a##ro#riation re:uest ty#e. In t"e master record of t"e a##ro#riation re:uest+ you can assign t"e #ersons in5o$5ed 3it" t"e a##ro#riation re:uest to a##ro#riate #artner functions Bro$esC. In t"is 3ay+ you can manage t"e names and functions of #eo#$e associated 3it" t"e a##ro#riation re:uest
0.! Prere6uisites
0.7
Procedure
SAP Customi9ing )mplementation 8uide )n,est3 ment %anagement Appropriation (e6uests %aster Data Control Data Define Partner Determ. Proced3 ure and Partner *unctions SP(#

)%8 %enu
'ransaction Code
.. Acti5ities : Co#y or create <e3 entries 1. Define t"e #artner functions t"at you 3ant to use in connection 3it" your a##ro#riation re:uests. Ma>e sure t"at a #artner ty#e is assigned to eac" #artner function. ,"e fo$$o3ing #artner ty#es are a$$o3ed for a##ro#riation re:uests:
o
4S BuserC
@ Borgani8ationa$ unitC A B3or> centerC S B#ositionC
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.. Gou can define >eys for t"e #artner functions t"at are $anguage! de#endent on t"e $og!on $anguage. 3. Define t"e #artner determination #rocedures and enter t"e necessary #artner functions t"ere. 3. @5er5ie3 of Data 2ecords Define Partner ;unctions Add t"e fo$$o3ing <e3 entries in addition to t"e Std. entries High er Part Role X I I% I' I.
F unc I1 I2 I I% I' I+ I. I/
Name Proposed By Supported By !pp"Unit#Pro$ Head !ppro&ed"Finance !ppro&ed"()* Head " Pro$, -gmt UnitHead " Pro$,-gmt !ppro&ed"Finance
No Tpe US US US US US US US US
I.
Define Partner Determination Sc"ema Partner sc"emas
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Partner sc"ema IM 1 IM . IM 3 Partner ;unctions in Procedure IM 1 E IM . ;unct I1 I. I3 I1 <ame Proposed By Supported By !pp"Unit#Pro$ Head !ppro&ed"Finance
Descri#tion IM: 1 A##ro5er IM: . A##ro5er IM :3 A##ro5er
Mand Acti5e Acti5e Acti5e Acti5e
4ni:ue Acti5e
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IM 3 ;unct I1 I. I3 I1 I6
<ame Proposed By Supported By !pp"Unit#Pro$ Head !ppro&ed"Finance !ppro&ed"()*
Mand Acti5e Acti5e Acti5e Acti5e Acti5e
4ni:ue
Acti5e
0.4
(esult
Partner function defined.
Define $ser Status Profile
Page .6 of 63
$se
In t"is IMG acti5ity you define status #rofi$es.
.! Prere6uisites
.7
Procedure
SAP Customi9ing )mplementation 8uide )n,est3 ment %anagement Appropriation (e6uests %aster Data Control Data $ser Status Define $ser

)%8 %enu
Status Profile
'ransaction Code #<0!
.. Acti5ities : Co#y or Create <e3 Status Profi$e 3. @5er5ie3 of Data 2ecords PS4SE2S, : 4ser Status Profi$e!PS
.4
(esult
4ser Status Profi$e defined
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! !.
%aintain Appropriation (e6uest '+pes
$se
In t"is ste#+ you define t"e a##ro#riation re:uest ty#es. ,"e a##ro#riation re:uest ty#e c$assifies t"e a##ro#riation re:uests according to any criteria you decide to use contains a$$ contro$ #arameters for t"e master data maintenance and #$anning of a##ro#riation re:uests
!.! Prere6uisites
!.7
Procedure
SAP Customi9ing )mplementation 8uide )n,est3 ment %anagement Appropriation (e6uests %aster Data Control Data $ser Status %aintain Ap3

)%8 %enu
propriation (e6uest '+pes

'ransaction Code SP(#
..Acti5ities: Create t"e a##ro#riation re:uest ty#es you need. Co#y r Create <e3 entries 3.@5er5ie3 of Data 2ecords
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A## 2e:uest ,y#e Detai$s :S1
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!.4
(esult
A## 2e:uest ty#e created
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7 7.
Define &um-er Assignment $se
In t"is ste#+ you define t"e num-er ranges for t"e assignment of a##ro#riation re:uest num&ers. Gou can roug"$y c$assify your a##ro#riation re:uests using t"e num&er ranges <um&er assignment can &e contro$$ed &y t"e a##ro#riation re:uest ty#e. 9y assigning a num&er range grou# to t"e a##ro#riation re:uest ty#e+ you s#ecify t"at t"e num&er assignment for t"is a##ro#riation re:uest ty#e comes from t"e num&er range in t"is num&er range grou#.
7.! Prere6uisites
Inde#endent acti5ity
7.7
Procedure
SAP Customi9ing )mplementation 8uide )n,est3 ment %anagement Appropriation (e6uests %aster Data Control Data $ser Status Define &um-er Assignment )%A&

)%8 %enu
'ransaction Code
<2 @&ject ;rom <um&er 1 1 . 3 1 7
A##ro#riation re: ,o <um&er 77777 177777 .77777 377777 177777 777777 EAt Inacti5e Inacti5e Inacti5e Inacti5e Inacti5e Inacti5e
7.4
(esult
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<um&er assignment defined
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4 4.
%aintain Coding %as@s for Approp. (e6uest &um-er $se
In t"is ste#+ you define t"e coding mas>s for a##ro#riation re:uest num&ers. Gou can create a coding mas> for eac" >ey t"at you #$an to use. ,"e system determines t"e coding >ey t"at it s"ou$d use &ased on t"e first c"aracter of t"e coding >ey. Gou can use t"e fo$$o3ing sym&o$s: K for a$#"anumeric c"aracters for numeric c"aracters s#ecia$ sym&o$s for t"e structure of t"e a##ro#riation re:uest num&er Gou can a$so use a &$oc>ing indicator. If you set t"is indicator+ t"en it is no $onger #ossi&$e to create ne3 a##ro#riation re:uest num&ers using t"is coding >ey.
4.! Prere6uisites
4.7
Procedure
SAP Customi9ing )mplementation 8uide )n,est3 ment %anagement Appropriation (e6uests %aster Data Coding %as@ for Approp. (e6uest &um-er %aintain Coding %as@s for Approp. (e6uest &um-er #PSA

)%8 %enu
'ransaction Code
..Acti5ities
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Define t"e coding mas>s. 3. @5er5ie3 of Data 2ecords Pr$I 0 (! P (R P 4R P PR 0 PST PTT 7 8 0escription (!P)X " Pro$ects (R!-S Pro$ects 4enerics " Pro$ects Research 5 0e&elopment Pro$ects Site Trans6er Pro$ects Technology Trans6er Pro$ects Pro$ects in company di&ision ! Pro$ects in company di&ision B (oding mas1 "33"XXX"XXXXXX"33" 333 "XXXXX"X"XXX"33"33 "XXXXX"X"XXX"33"33 "333"33"33"33"33" 333 "333"33"33"33"33" 333 "333"33"33"33"33" 333 ,333,XX"XXXX #333"XXX"333#XXXX 2c 1 21 S
4.4
(esult
Coding Mas> for A## 2e:uest maintained.
Page 37 of 63
; ;.
(estrict and Con,ert Coding %as@ $se
In t"is ste#+ you assign coding mas>s for t"e formatting of t"e a##ro#riation re:uest num&er to a##ro#riation re:uest ty#es. At t"e same time+ you can s#ecify coding mas>s+ 3"ic" are different from t"e coding mas>s of t"e a##ro#riation re:uest+ t"at t"e system s"ou$d use for formatting t"e #roject num&ers and ?9S e$ements &e$onging to t"ese a##ro#riation re:uest ty#es.
;.! Prere6uisites
Gou must "a5e a$ready created coding mas>s in Customi8ing &y c"oosing A##ro#riation 2e:uest <um&er
;.7
Procedure
SAP Customi9ing )mplementation 8uide )n,est3 ment %anagement Appropriation (e6uests %aster Data Coding %as@ for Approp. (e6uest &um-er (estrict and Con,ert Coding %as@ SP(#

)%8 %enu
'ransaction Code
..Acti5ities 1. Assign a coding mas> to t"e a##ro#riation re:uest ty#e. .. Assign anot"er coding mas> to t"is a##ro#riation re:uest ty#e in t"e IProjIDI co$umn. 3. Assign additiona$ coding mas>s to t"e a##ro#riation re:uest ty#e for t"e a##ro#riation re:uest num&er or t"e #roject num&er+ if needed. 3. @5er5ie3 of Data 2ecords A##ro#riation 2e:uest ,y#e A## 2e: ,y#e . S1 S. S3 Descri#tion Projects as In5estment Measures 2ED Projects as In5estment Measures SCD*!Projects as In5estment Measures
Page 1 of 63
S1 S6
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Page 13 of 63
Page 11 of 63
;.4
(esult
Coding Mas> restricted.
Page 16 of 63
6 6.
Define Planning Profiles for Cost Planning $se
In t"is ste#+ you define #$anning #rofi$es for cost #$anning for a##ro#riation re:uests. &ote: SAP Standard Setting.
6.! Prere6uisites
6.7
Procedure
SAP Customi9ing )mplementation 8uide )n,est3 ment %anagement Appropriation (e6uests Plan3 ning Define Planning Profiles for Cost Planning #)*!

)%8 %enu
'ransaction Code
Acti5ities: Define t"e user!defined fie$ds. @5er5ie3 of Data 2ecords
Page 16 of 63
Page 1= of 63
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6.4
(esult
P$anning Profi$es for Cost P$anning defined.
Page 17 of 63
= =.
Define Appro,al Le,els for Appropriation (e6uests $se
In t"is ste#+ you define t"e a##ro5a$ $e5e$s #er a##ro#riation re:uest ty#e. ,"ese a##ro5a$ $e5e$s are used in t"e a##ro5a$ #rocess for a##ro#riation re:uests. Gou can define any num&er of a##ro5a$ $e5e$s. ,"e numerica$ >ey of t"e a##ro5a$ $e5e$ determines its #$ace in t"e se:uence of t"e a##ro5a$ $e5e$s. ,"e system goes t"roug" t"e a##ro5a$ $e5e$s se:uentia$$y &ased on t"eir >ey+ starting from t"e $o3est num&ers and increasing u#3ard. ,"e system initiates t"e first a##ro5a$ $e5e$ Bt"at "as t"e $o3est num&er >eyC after t"e a##ro#riation re:uest recei5es t"e Ito &e a##ro5edI status. After t"e $ast a##ro5a$ $e5e$ is com#$eted+ t"e system sets t"e status to Ia##ro5ed.I In addition+ you "a5e to assign a #artner function to eac" a##ro5a$ $e5e$. ,"e #artner function is res#onsi&$e for a##ro5a$ at t"at $e5e$. Gou define t"e #artner functions in t"e #artner determination #rocedure of t"e a##ro#riation re:uest ty#e. Gou can s#ecify t"e actua$ users 3"o fu$fi$$ t"ese #artner functions in t"e a##ro#riation re:uests. ,"e users defined as fu$fi$$ing t"e #artner function recei5e t"e a##ro#riation re:uests assigned to t"eir a##ro5a$ $e5e$. ,"ey recei5e t"e a##ro#riation re:uests as 3or>f$o3 3or> items in t"eir office in&oA. ,"ey can a##ro5e or reject t"e a##ro#riation re:uests t"ere.
=.! Prere6uisites
Gou must "a5e defined appropriation re6uest t+pes. Gou must "a5e defined at $east one partner determination procedure.
=.7
Procedure
SAP Customi9ing )mplementation 8uide )n,est3 ment %anagement Appropriation (e6uests Ap3 pro,al Define Appro,al Le,els for Appropriation (e3 6uests

)%8 %enu
Page 6 of 63
'ransaction Code
SP(#
.. Acti5ities: 1. Se$ect t"e a##ro#riation re:uest ty#e you 3ant to #rocess. .. Define t"e a##ro5a$ $e5e$s t"at t"e a##ro#riation re:uest ty#e "as to go t"roug". Assign t"e >eys of t"e a##ro5a$ $e5e$s in increasing numerica$ order. 3. Assign a res#onsi&$e #artner function to eac" a##ro5a$ $e5e$. 3. @5er5ie3 of Data 2ecords
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Page 6. of 63
Page 63 of 63
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=.4
(esult
A##ro5a$ $e5e$ for a##ro#riation re:uests defined
" ".
Acti,ate E,ent3Lin@age for Bor@flo: 'as@ $se
In t"is ste#+ you acti5ate t"e 3or>f$o3 tas> Ia##ro5e a##ro#riation re:uests.I ?"en you acti5ate t"is 3or>f$o3 tas>+ you can no $onger a##ro5e a##ro#riation re:uests &y c"anging t"e status in t"eir master record. Instead you "a5e to use t"e 3or>f$o3 to go t"roug" t"e a##ro5a$ $e5e$s of t"e a##ro#riation re:uest ty#e t"at 3as used
".! Prere6uisites
".7
Procedure
SAP Customi9ing )mplementation 8uide )n,est3 ment %anagement Appropriation (e6uests Ap3 pro,al Acti,ate E,ent3Lin@age for Bor@flo: 'as@ #)'&

)%8 %enu
'ransaction Code
.. Acti5ities:
Acti5ate e5ent $in>age.
Page 66 of 63
2e:uired 4sers inc$uded and E5ent $in> acti5ated
".4
(esult
E5ent $in>age for 3or>f$o3 acti5ated
? ?.
%aintain Planning Profiles $se
In t"is ste# you maintain #$anning #rofi$es for #rojects.
Page 66 of 63
Gou need #$anning #rofi$es for t"e #$anning met"ods &e$o3: @5era$$ #$anning for interna$ orders 'ierarc"y cost #$anning for #rojects Pre$iminary costing for #roduction orders t"at do not "a5e a :uantity structure BC@ #roduction ordersC. Cost #$anning for in5estment #rograms or in5estment measures+ and for a##ro#riation re:uests. ;inancia$ &udgeting Gou can create ne3 #$anning #rofi$es+ or c"ange eAisting ones.
?.! Prere6uisites
?.7
Procedure
SAP Customi9ing )mplementation 8uide )n,est3 ment %anagement Pro5ects as )n,estment %easures Planning and 2udgeting %aintain Planning Pro3 files #PS2

)%8 %enu
'ransaction Code
.. Acti5ities : Co#y or Create <e3 Status Profi$e 1. C"ec> t"e #$anning #rofi$es #ro5ided &y t"e SAP standard. .. If necessary+ c"ange t"e detai$ settings for t"e eAisting #$anning #rofi$es. A$ternati5e$y+ create ne3 #$anning #rofi$es &y c"oosing I<e3 entriesI. 3. Assign t"e #$anning #rofi$e to an order ty#e+ #rogram ty#e+ a##ro#riation re:uest ty#e+ #roject or ;M area.
Page 6= of 63
3. @5er5ie3 of Data 2ecords P$anning Profi$e: Cost and 2e5enue P$anning for Projects
Profile 000001 000002 ZP0001 ZP0002 Profile
Text Planning Profile (Annual Val.) Plan profile (overall value) R&D Plan Profile Overall Value Proje t! Plan Profile Overall ZP0001 A tivate& A tivate& ) 10 A tivate& A tivate& R&D Plan Profile Overall Value
"anual Planning #otto$ %up Planning Planning 'le$ent! Ti$e (ra$e Pa!t (uture *tart Total Value! Annual Value! Detaile& Planning an& +nit ,o!ting Pri$. ,'le$.grp Rev.,'.grp *en&er ,,tr group *en&er a t.t-pe grp *tat .e- fig grp ,o!ting Variant Repre!entation De i$al pla e! * aling (a tor ,urren - Tran!l0 overall plan value! 'x 1ange rate t-pe Value Date Re$ain&er Tran!l
P*0/ 2
1002
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Planning ,urren ,ontrolling area urren O2je t ,urren Tran!a tion ,urren Default o2je t urren Auto$ati Revenue planning (ro$ 3uotation (ro$ *ale! or&er R'le$.f.2illing .plan Profile "anual Planning #otto$ %up Planning Planning 'le$ent! Ti$e (ra$e Pa!t (uture *tart Total Value! Annual Value! Detaile& Planning an& +nit ,o!ting Pri$. ,'le$.grp Rev.,'.grp *en&er ,,tr group *en&er a t.t-pe grp *tat .e- fig grp ,o!ting Variant Repre!entation De i$al pla e! * aling (a tor ,urren - Tran!l0 overall plan value! 'x 1ange rate t-pe Value Date Re$ain&er Tran!l Planning ,urren ,ontrolling area urren O2je t ,urren Tran!a tion ,urren Default o2je t urren Auto$ati Revenue planning (ro$ 3uotation (ro$ *ale! or&er R'le$.f.2illing .plan
A tivate&
A tivate& A tivate& /000000 ZP0002 A tivate& A tivate& 2 4 A tivate& A tivate& Proje t! Plan Profile Overall
P*0/ 2
"
A tivate&
Page 67 of 63
?.4
(esult
P$anning Profi$e created.
!0
Acti,ate Account Assignment #-5ects
!0.
$se
In t"is ste#+ you ma>e settings for additiona$ account assignment o&jects Bfor eAam#$e+ cost center+ in5estment orderC during #osting in Asset Accounting
!0.! Prere6uisites
;or t"e #osting transactions to t"e Genera$ *edger+ you "a5e to ma>e sure t"at t"e account assignment o&jects you 3ant to use are a5ai$a&$e for in#ut+ using t"e fie$d status of #osting >eys = and =6 Bde&it asset and credit assetC. Gou ma>e t"is setting under t"e ste# Integration with the General Ledger -> Change the *ield Status .ariant of the Asset 81L Accounts.
!0.7
Procedure
SAP Customi9ing )mplementation 8uide )n,est3 ment %anagement Pro5ects as )n,estment %easures Planning and 2udgeting Statistical 2udget %on3 itoring Acti,ate Account Assignment #-5ects SP(#

)%8 %enu
'ransaction Code
.. Acti5ities:
Page 6 of 63
1. Acti5ate t"e account assignment o&jects you need for Asset Accounting. .. S#ecify 3"et"er t"e account assignment o&ject is re$e5ant to t"e &a$ance s"eet. Account assignment o&jects t"at are re$e5ant to t"e &a$ance s"eet can no $onger &e c"anged direct$y in t"e asset master record once t"e asset "as &een ca#ita$i8ed. Instead+ suc" assets "a5e to &e transferred to a ne3 asset master record to ma>e t"is c"ange. 3. S#ecify 3"et"er t"e account assignment o&ject you enter 3"en #osting "as to agree 3it" t"e account assignment o&ject entered in t"e asset master record. If you set t"is indicator+ you cannot c"ange t"e account assignment o&ject 3"en #osting. 3. @5er5ie3 of Data 2ecords Acct Assign <ame Acti5e @&ject PSLPSPLP<2 ?9S E$ement of In5estment Acti5ated Project PSLPSPLP<2. ?9S E$ement Inacti5e 9.S"eet Agreement
Inacti5e Inacti5e Inacti5e Inacti5e
!0.4
(esult
Account Assignment @&jects acti5ated.
Page 61 of 63
Create Statistical Cost Elements
!0.
$se
In t"is ste#+ you set u# t"e asset &a$ance s"eet accounts as statistica$ cost e$ements for t"e account assignment of asset transactions to an internal order or a B2S element.
!0.! Prere6uisites
Gou must "a5e maintained your account determinations. Gou must "a5e defined t"e genera$ entries for your contro$$ing area. In #articu$ar+ you s"ou$d c"ec> t"e assignment of t"e contro$$ing area to t"e com#any code+ since t"e c"art of accounts concerned is determined using t"is assignment. ;or more information+ see t"e Im#$ementation Guide ste# IContro$$ing Genera$.I
!0.7
Procedure
SAP Customi9ing )mplementation 8uide )n,estment %anagement Pro5ects as )n,estment %easures Planning and 2udgeting Statistical 2udget %onitoring Create Statistical Cost Elements #A<=1*S00
Access t"e acti5ity using one of t"e fo$$o3ing na5igation o#tions:

)%8 %enu
'ransaction Code
*or in,entor+ account statistical cost elements need to -e generated through *S00
Acti5ities
1. Start t"e #rogram for defining your asset &a$ance s"eet accounts as statistica$ cost e$ements. Enter t"e contro$$ing area concerned t"e #eriod of 5a$idity
Page 6. of 63
,"e system t"en automatica$$y creates statistica$ cost e$ements Bcost e$ement ty#e 7 C for a$$ of t"e APC &a$ance s"eet accounts &e$onging to your account determination in Asset Accounting Bde#reciation area 1C. .. ,rans#ort t"ese cost e$ements to your #roduction c$ients. @5er5ie3 of Data 2ecords Cost e$em. ,y#e Descri#tion
!0.4
(esult
Cost e$ements for statistica$ auto #osting of assets created. ;or in5entory account statistica$ cost e$ements need to &e generated t"roug" ;S .
Page 63 of 63

PS Configuration Guide SAP

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PS Configuration Guide SAP

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Project System: IM Configuration Guide

Project System: IM Configuration Guide

Configuration Document for SAP ECC 6.

.er. &o. 1 Date .0 !00"3043 0

2rief Change Description #riginal

.E(S)#& /)S'#(0 DE'A)LS Detailed Change Description

1 S#ectraSoft ,ec"no$ogies *td.

Project System: IM Configuration Guide

Project System: IM Configuration Guide

Project System: IM Configuration Guide

Pro5ect S+stem: )n,estment %anagement Configuration guide

Project System: IM Configuration Guide

Define Program Types $se

Project System: IM Configuration Guide

1. Access t"e acti5ity using one of t"e fo$$o3ing na5igation o#tions:

DSCD DP 1 DP 1 <ot Se$ected 1 I<%S, <ot Se$ected Acti5e Acti5e Inacti5e

Project System: IM Configuration Guide

EAc" 2ate ,y#e Cons. dim

In5estment #rogram ,y#e created.

Project System: IM Configuration Guide

Define Person responsi-le $se

1. Access t"e acti5ity using one of t"e fo$$o3ing na5igation o#tions:

.. Acti5ities : Create ne3 Entries

Project System: IM Configuration Guide

Person res#onsi&$e defined

Define Scale $se

Project System: IM Configuration Guide

1. Access t"e acti5ity using one of t"e fo$$o3ing na5igation o#tions:

Project System: IM Configuration Guide

Specif+ Status Profile $se

In t"is IMG acti5ity you define status #rofi$es.

Project System: IM Configuration Guide

1. Access t"e acti5ity using one of t"e fo$$o3ing na5igation o#tions:

3. @5er5ie3 of Data 2ecords PS4SE2S, : 4ser Status Profi$e!PS

4ser Status Profi$e created

Project System: IM Configuration Guide

Specif+ status Authori9ation $se

1. Access t"e acti5ity using one of t"e fo$$o3ing na5igation o#tions:

.. Acti5ities : SAP Standard Setting.

Status aut"ori8ation s#ecified

Project System: IM Configuration Guide

%aintain Planning Profile $se

Project System: IM Configuration Guide

1. Access t"e acti5ity using one of t"e fo$$o3ing na5igation o#tions:

Project System: IM Configuration Guide

1. Access t"e acti5ity using one of t"e fo$$o3ing na5igation o#tions:

Project System: IM Configuration Guide

'e>t Ca#.in5.#rogram &udgeting Ca#.in5.#rogram &udgeting Ca#.in5.#rogram &udgeting!2ED

9udget Profi$e for In5estment Program Created

Define Screen La+out for Appropriation (e6uests $se

1. Access t"e acti5ity using one of t"e fo$$o3ing na5igation o#tions:

Project System: IM Configuration Guide

Project System: IM Configuration Guide

Project System: IM Configuration Guide

Project System: IM Configuration Guide

Screen *ayout for A## 2e:uest defined

Project System: IM Configuration Guide

Define Partner Determ. Procedure and Partner *unctions $se

1. Access t"e acti5ity using one of t"e fo$$o3ing na5igation o#tions:

@ Borgani8ationa$ unitC A B3or> centerC S B#ositionC

Project System: IM Configuration Guide

Define Partner Determination Sc"ema Partner sc"emas

Project System: IM Configuration Guide