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Sap Project System Configuration Guide PDF
Sap Project System Configuration Guide PDF
_______________________________________________________
Configuration Document
SAP ECC 6.0
for
Shasun Chemicals and Drugs Limited, Chennai
_______________________________________________________
Dated: Apr 01, 2008
DOCUMENT CONTROL
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Document Title:
Document ID :
Purpose:
Configuration Document
File Name:
Security
Classification:
Author:
Configuration Document-PS-Shasun
Company Confidential
Approved by:
Distribution List:
Version
Ver. No. /
Date
1.0
2008-0401
V.Ananthapadmanaban
No
Date of Release
Description
1.0
Configuration
Brief Change
Description
Original
Original Document
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The contents of this document are the property of SpectraSoft Technologies Ltd
and are intended for the sole purpose of consumption by
Shasun Chemicals and Drugs Limited, Chennai
Reproduction, distribution, and modification of this document or
any parts thereof, in any form, without the written permission of
SpectraSoft Technologies Ltd are not permitted. Use of this document or parts thereof for purposes other than those agreed by
SpectraSoft Technologies Ltd is not permitted.
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Content
1.Project System: Investment Management Configuration guide.............5
2.Define Program Types............................................... .....................6
3.Define Person responsible......................................................... ......9
4.Define Scale............................................. ..................................10
5.Specify Status Profile....................................... ............................12
6.Specify status Authorization........................................ ..................14
7.Maintain Planning Profile........................................................... ....15
8.Define Budget Profiles for Investment Programs ..............................16
9.Define Screen Layout for Appropriation Requests ............................18
10.Define Partner Determ. Procedure and Partner Functions.................23
11.Define User Status Profile...................................... ......................26
12.Define Number Assignment.........................................................36
13.Number assignment defined........................................................37
14.Maintain Coding Masks for Approp. Request Number.......................38
15.Restrict and Convert Coding Mask......................................... ........40
16.Define Planning Profiles for Cost Planning .....................................46
17.Define Approval Levels for Appropriation Requests .........................50
18.Activate Event-Linkage for Workflow Task......................................55
19.Maintain Planning Profiles.......................................... ..................56
20.Activate Account Assignment Objects............................................60
21.Create Statistical Cost Elements ..................................................62
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11
1.1
Purpose
This configuration guide provides the information that you need to manually set
up configuration for PS module in mySAP ECC6.0.
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21
2.1
Use
In this step you define program types. The program type serves to classify
investment programs and contains important control information. When you
create a program definition, you have to assign assign each program to a
program type.
Standard settings
SAP provides the standard program type 0001.
Activities
Define your program types. The following specifications are particularly
important:
Key and name of the program type
In the detail screen:
Plan/budget profile
Status profile
Note that you can no longer change your status profile entry in the
program type once programs have been created for the program type.
Using the display format, you specify whether the position ID or the
short text is used for representing program positions in the lists
and in the planning/budgeting functions.
CO object class (as of release 3.0, all CO objects have to be assigned
to a CO object class, for example indirect costs, product costs,
investment costs)
The CO object class serves only informational purposes for the
investment program.
Allowed measures - the following are allowed at present:
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Appropriation requests
Internal orders
WBS elements
The object types that are allowed here are automatically adopted in the
program position. However they can still be limited further there, if
necessary.
2.2 Prerequisites
Independent activity.
2.3
Procedure
Transaction Code
Name
Sample cap. inv. program
Cap. inv. program (SCDL)
Cap. inv. program (SCDL-R&D)
Program type
Budget Profile
ZSCD
ZP0001
Plan. profile
Status Profile
Repr.form
ZP0001
Not Selected
1
Object Class
Invest. profile
Budget Distribution
Budget dist Overall
Budget dist.annl.vals
Assign meas/App.Req
Single Assignment
Group Reporting
INVST
Not Selected
Active
Active
Inactive
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Inactive
Inactive
Program type
ZSRD
Budget Profile
ZP0001
Plan. profile
Status Profile
Repr.form
ZP0001
Not Selected
1
Object Class
Invest. profile
Budget Distribution
Budget dist Overall
Budget dist.annl.vals
Assign meas/App.Req
Single Assignment
Group Reporting
Exch Rate Type
Cons. dim
PROFT
Not Selected
Active
Active
Inactive
Inactive
Inactive
Assignable Operatives
ZSCD - Cap. inv. program (SCDL)
Ob Type
IQ
OR
PR
Short Text
Appropriation requests
Orders
WBS elements
2.4
Short Text
Appropriation requests
Orders
WBS elements
Result
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31
3.1
Use
In this step, you define which employees can be responsible for the entire
program or for program positions. You can enter the name of the person
responsible in the master data of the respective program definition/program
position.
3.2 Prerequisites
Independent activity.
3.3
Procedure
Transaction Code
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3.4
User
Result
41
Define Scale
4.1
Use
In this step you define the entries allowed for the "scale" master data field.
Using a scale, you can classify your investments according to their size or scope.
You can define any number of scales. You can use the scale as a selection
criterion in reporting. You enter the scale in the master record of
the program positions
the measures and the appropriation requests
Note
The scale serves only to assist in classification. The scale is not related to the
plan values or the budget values for the object in the system.
Standard settings
SAP provides various scales as examples.
Activities
1. Define additional scales if you need them.
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4.2 Prerequisites
Independent activity.
4.3
Procedure
Transaction Code
4.4
Name
Small capital investments
Medium-sized capital investments
Large-scale capital investments
Detail display
Active
Result
Scale Defined
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51
5.1
Use
5.2 Prerequisites
Independent activity.
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5.3
Procedure
Transaction Code
5.4
Result
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61
6.1
Use
6.2 Prerequisites
Independent activity.
6.3
Procedure
Transaction Code
2. Activities :
SAP Standard Setting.
6.4
Result
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71
7.1
Use
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7.2 Prerequisites
Independent activity.
7.3
Procedure
Transaction Code
7.4
Description
Cap.inv.program planning
Cap.inv.program planning
Cap.inv.program planning-R&D
Result
8.1
Use
In this step, you define the budget profiles for capital investment programs. The
budget profile contains the parameters for controlling the budgeting transaction
(such as, the allowed planning interval).
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In order to be able to carry out budgeting for a capital investment program, you
have to create a budget profile, or use an already created budget profile.
8.2 Prerequisites
Independent activity.
8.3
Procedure
SAP Customizing Implementation Guide Investment ManagementInvestment Programs Budgeting in Program Define Budget Profiles for Investment Programs
Transaction Code
OIB1
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Profile
000001
ZP0001
ZP0002
8.4
Text
Cap.inv.program budgeting
Cap.inv.program budgeting
Cap.inv.program budgeting-R&D
Result
91
9.1
Use
In this step, you define the screen layout of the master record screens for
appropriation request. The screen layout control you define is valid for the whole
client.
9.2 Prerequisites
Independent activity.
9.3
Procedure
Transaction Code
OITL
2. Activities :
1. Determine the screen group for which you want to modify fields.
2. Set the indicators for the modifiable fields and the values for the
influencing fields.
3. Transport your settings, if necessary. To do this, click on Field selection
-> Transport.
Settings without influencing field
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9.4
Result
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Use
In this step, you define the partner determination procedures and the partner
functions that belong to them. You assign a partner determination procedure to
an appropriation request by means of the appropriation request type. In the
master record of the appropriation request, you can assign the persons involved
with the appropriation request to appropriate partner functions (roles). In this
way, you can manage the names and functions of people associated with the
appropriation request
10.2 Prerequisites
Independent activity.
10.3
Procedure
Transaction Code
SPRO
US (user)
O (organizational unit)
A (work center)
S (position)
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2. You can define keys for the partner functions that are languagedependent on the log-on language.
3. Define the partner determination procedures and enter the necessary
partner functions there.
3. Overview of Data Records
Define Partner Functions
Add the following New entries in addition to the Std. entries
F
unc
I1
I2
I3
I4
I5
I6
I7
I8
Name
Proposed By
Supported By
App-Unit/Proj Head
Approved-Finance
Approved-CEO
Head - Proj. Mgmt
UnitHead Proj.Mgmt
Approved-Finance
No
Tpe
US
US
US
US
US
US
US
US
High
er
Part
Role
X
I3
I4
I5
I7
I7
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Partner schema
Description
IM01
IM02
IM03
Partner Functions in Procedure
IM01 & IM02
IM: 1 Approver
IM: 2 Approver
IM :3 Approver
Funct
I1
I2
I3
I4
Mand
Active
Active
Active
Active
Name
Proposed By
Supported By
App-Unit/Proj Head
Approved-Finance
Unique
Active
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IM03
Funct
I1
I2
I3
I4
I5
10.4
Name
Proposed By
Supported By
App-Unit/Proj Head
Approved-Finance
Approved-CEO
Mand
Active
Active
Active
Active
Active
Unique
Active
Result
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11.1
Use
11.2 Prerequisites
Independent activity.
11.3
Procedure
Status Profile
Transaction Code
OK02
11.4
Result
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12
12.1
Use
In this step, you define the appropriation request types. The appropriation
request type
classifies the appropriation requests according to any criteria you decide to
use
contains all control parameters for the master data maintenance and
planning of appropriation requests
12.2 Prerequisites
Independent activity.
12.3
Procedure
SPRO
2.Activities:
Create the appropriation request types you need. Copy 0r Create New entries
3.Overview of Data Records
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12.4
Result
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Use
In this step, you define the number ranges for the assignment of appropriation
request numbers. You can roughly classify your appropriation requests using the
number ranges
Number assignment can be controlled by the appropriation request type. By
assigning a number range group to the appropriation request type, you specify
that the number assignment for this appropriation request type comes from the
number range in this number range group.
13.2 Prerequisites
Independent activity
13.3
Procedure
Transaction Code
IMAN
NR Object
From Number
000000010000
000000100000
000000200000
000000300000
000000400000
000000900000
13.4
Appropriation req
To Number
000000099999
000000199999
000000299999
000000399999
000000499999
000000999999
Ext
Inactive
Inactive
Inactive
Inactive
Inactive
Inactive
Result
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Use
In this step, you define the coding masks for appropriation request numbers.
You can create a coding mask for each key that you plan to use.
The system determines the coding key that it should use based on the first
character of the coding key.
You can use the following symbols:
X for alphanumeric characters
0 for numeric characters
special symbols for the structure of the appropriation request number
You can also use a blocking indicator. If you set this indicator, then it is no longer
possible to create new appropriation request numbers using this coding key.
14.2 Prerequisites
Independent activity.
14.3
Procedure
Transaction Code
OPSJ
2.Activities
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14.4
Description
CAPEX - Projects
Coding mask
-00-XXX-XXXXXX-00000
CRAMS Projects
-XXXXX-X-XXX-00-00
Generics - Projects
Research & Development
Projects
-XXXXX-X-XXX-00-00
-000-00-00-00-00000
-000-00-00-00-00000
-000-00-00-00-00000
Lc
k
Lk
S
.000.XX-XXXX
/000-XXX-000/XXXX
Result
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Use
In this step, you assign coding masks for the formatting of the appropriation
request number to appropriation request types. At the same time, you can
specify coding masks, which are different from the coding masks of the
appropriation request, that the system should use for formatting the project
numbers and WBS elements belonging to these appropriation request types.
15.2 Prerequisites
You must have already created coding masks in Customizing by choosing
Appropriation Request Number
15.3
Procedure
Transaction Code
SPRO
2.Activities
1. Assign a coding mask to the appropriation request type.
2. Assign another coding mask to this appropriation request type in the
"ProjID" column.
3. Assign additional coding masks to the appropriation request type for
the appropriation request number or the project number, if needed.
3. Overview of Data Records
Appropriation Request Type
App Req Type
2
S1
S2
S3
Description
Projects as Investment Measures
R&D Projects as Investment Measures
SCDL-Projects as Investment Measures
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S4
S5
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15.4
Result
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Use
In this step, you define planning profiles for cost planning for appropriation
requests.
Note: SAP Standard Setting.
16.2 Prerequisites
Independent activity.
16.3
Procedure
SAP Customizing Implementation Guide Investment Management Appropriation Requests Planning Define Planning Profiles for Cost Planning
Transaction Code
OIF2
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16.4
Result
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Use
In this step, you define the approval levels per appropriation request type.
These approval levels are used in the approval process for appropriation
requests. You can define any number of approval levels. The numerical key of
the approval level determines its place in the sequence of the approval levels.
The system goes through the approval levels sequentially based on their key,
starting from the lowest numbers and increasing upward. The system initiates
the first approval level (that has the lowest number key) after the appropriation
request receives the "to be approved" status. After the last approval level is
completed, the system sets the status to "approved."
In addition, you have to assign a partner function to each approval level. The
partner function is responsible for approval at that level. You define the partner
functions in the partner determination procedure of the appropriation request
type. You can specify the actual users who fulfill these partner functions in the
appropriation requests. The users defined as fulfilling the partner function
receive the appropriation requests assigned to their approval level. They receive
the appropriation requests as workflow work items in their office inbox. They can
approve or reject the appropriation requests there.
17.2 Prerequisites
You must have defined appropriation request types.
You must have defined at least one partner determination procedure.
17.3
Procedure
SAP Customizing Implementation Guide Investment Management Appropriation Requests Approval Define Approval Levels for Appropriation Requests
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Transaction Code
SPRO
2. Activities:
1. Select the appropriation request type you want to process.
2. Define the approval levels that the appropriation request type has to go
through.
Assign the keys of the approval levels in increasing numerical order.
3. Assign a responsible partner function to each approval level.
3. Overview of Data Records
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17.4
Result
Use
In this step, you activate the workflow task "approve appropriation requests."
When you activate this workflow task, you can no longer approve appropriation
requests by changing the status in their master record. Instead you have to use
the workflow to go through the approval levels of the appropriation request type
that was used
18.2 Prerequisites
Independent activity.
18.3
Procedure
SAP Customizing Implementation Guide Investment Management Appropriation Requests Approval Activate Event-Linkage for Workflow Task
Transaction Code
OITN
2. Activities:
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18.4
Result
Use
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19.2 Prerequisites
Independent activity.
19.3
Procedure
Transaction Code
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Profile
000001
000002
ZP0001
ZP0002
Text
Planning Profile (Annual Val.)
Plan profile (overall value)
R&D Plan Profile Overall Value
Projects Plan Profile Overall
Profile
Manual Planning
Bottom up Planning
Planning Elements
Time Frame
Past
Future
Start
Total Values
Annual Values
Detailed Planning and Unit
Costing
Prim. CElem.grp
Rev.CE.grp
Sender CCtr group
Sender act.type grp
Stat key fig grp
Costing Variant
Representation
Decimal places
Scaling Factor
Currency Transl, overall plan
values
Exchange rate type
Value Date
Remainder Transl
ZP0001
Activated
Activated
3
10
Activated
Activated
PS06
2
1002
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Planning Currency
Controlling area currency
Object Currency
Transaction Currency
Default object currency
Automatic Revenue planning
From quotation
From Sales order
RElem.f.billing .plan
Profile
Manual Planning
Bottom up Planning
Planning Elements
Time Frame
Past
Future
Start
Total Values
Annual Values
Detailed Planning and Unit
Costing
Prim. CElem.grp
Rev.CE.grp
Sender CCtr group
Sender act.type grp
Stat key fig grp
Costing Variant
Representation
Decimal places
Scaling Factor
Currency Transl, overall plan
values
Exchange rate type
Value Date
Remainder Transl
Planning Currency
Controlling area currency
Object Currency
Transaction Currency
Default object currency
Automatic Revenue planning
From quotation
From Sales order
RElem.f.billing .plan
Activated
Activated
Activated
6000000
ZP0002
Activated
Activated
2
5
Activated
Activated
PS06
2
Activated
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19.4
Result
20
20.1
Use
In this step, you make settings for additional account assignment objects (for
example, cost center, investment order) during posting in Asset Accounting
20.2 Prerequisites
For the posting transactions to the General Ledger, you have to make sure
that the account assignment objects you want to use are available for input,
using the field status of posting keys 70 and 75 (debit asset and credit
asset). You make this setting under the step Integration with the General
Ledger -> Change the Field Status Variant of the Asset G/L Accounts.
20.3
Procedure
Transaction Code
2. Activities:
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20.4
B.Sheet
Agreement
Inactive Inactive
Inactive Inactive
Result
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21
20.1
Use
In this step, you set up the asset balance sheet accounts as statistical cost
elements for the account assignment of asset transactions to an internal order
or a WBS element.
20.2 Prerequisites
You must have maintained your account determinations.
You must have defined the general entries for your controlling area. In
particular, you should check the assignment of the controlling area to
the company code, since the chart of accounts concerned is
determined using this assignment. For more information, see the
Implementation Guide step "Controlling General."
20.3
Procedure
Transaction Code
Activities
1. Start the program for defining your asset balance sheet accounts as
statistical cost elements. Enter
the controlling area concerned
the period of validity
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20.4
Description
Result
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