Project System: IM Configuration Guide

_______________________________________________________ Configuration Document SAP ECC 6.0 for Shasun Chemicals and Drugs Limited, Chennai _______________________________________________________ Dated: Apr 01, 2008

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Project System: IM Configuration Guide

Document Title: Document ID : Purpose: File Name: Security Classification: Author: Approved by: Distribution List:

Configuration Document for SAP ECC 6.0

Configuration Document Configuration Document-PS-Shasun Company Confidential V.Ananthapadmanaban Harish Gour / Hari Prasad K Shasun Chemicals and Drugs Limited, Chennai SpectraSoft Technologies Ltd, Chennai. SpectraSoft Technologies Ltd, Hyderabad. No 1.0 Date of Release Apr’ 01, 2008 Description Configuration

Version

Ver. No. / Date 1.0 2008-0401

Brief Change Description Original

VERSION HISTORY DETAILS Detailed Change Description

Original Document

© 2004 SpectraSoft Technologies Ltd.

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Project System: IM Configuration Guide

The contents of this document are the property of SpectraSoft Technologies Ltd and are intended for the sole purpose of consumption by Shasun Chemicals and Drugs Limited, Chennai Reproduction, distribution, and modification of this document or any parts thereof, in any form, without the written permission of SpectraSoft Technologies 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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.......................................................23 11.................26 12.........Maintain Planning Profiles.............. Request Number.........Define Number Assignment............... ....................................Number assignment defined................Specify Status Profile........................................... .................................................. ........60 21...............Define Program Types....Define Screen Layout for Appropriation Requests .................................Create Statistical Cost Elements .................................................18 10........Restrict and Convert Coding Mask.....................56 20..................... .........................50 18.......Define Partner Determ...12 6..........Project System: Investment Management Configuration guide.............38 15.......... ... ..............16 9...........55 19........................Define Approval Levels for Appropriation Requests ..............................62 Page 4 of 63 ............... .5 2..Maintain Planning Profile...............10 5......Specify status Authorization..................... Procedure and Partner Functions................... .15 8...................6 3......Activate Event-Linkage for Workflow Task...............................Project System: IM Configuration Guide Content 1..............40 16...................................46 17........Define Budget Profiles for Investment Programs .............. ..........Activate Account Assignment Objects.........................................Define Person responsible.............Maintain Coding Masks for Approp........................Define User Status Profile........................................Define Scale............37 14................................14 7...9 4..Define Planning Profiles for Cost Planning ............36 13........................................

0.1 Purpose This configuration guide provides the information that you need to manually set up configuration for PS module in mySAP ECC6. Page 5 of 63 .Project System: IM Configuration Guide 11 Project System: Investment Management Configuration guide 1.

all CO objects have to be assigned to a CO object class. you have to assign assign each program to a program type. Activities Define your program types. 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. 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.0. product costs. Allowed measures . Using the display format.Project System: IM Configuration Guide 21 2. CO object class (as of release 3. When you create a program definition. Standard settings SAP provides the standard program type 0001.1 Define Program Types Use In this step you define program types. for example indirect costs.the following are allowed at present: Page 6 of 63 . investment costs) The CO object class serves only informational purposes for the investment program. The program type serves to classify investment programs and contains important control information.

if necessary.inv.program budgeting Cap. inv.position / ID Measure Profit analysis Page 7 of 63 . 2.3 Procedure IMG Menu SAP Customizing Implementation Guide  Investment ManagementInvestment ProgramsMaster Data  Define Program Types SPRO 1.prog. inv. profile Status Profile Repr.form Object Class Invest. program (SCDL) Cap.annl.inv. inv. However they can still be limited further there.Req Single Assignment Group Reporting ZSCD ZP0001 ZP0001 Not Selected 1 INVST Not Selected Active Active Inactive Cap. program (SCDL) Cap. program (SCDL-R&D) Program type Budget Profile Plan.inv. Activities : Copy or Create Program Types 3. 2.2 Prerequisites Independent activity.Project System: IM Configuration Guide Appropriation requests Internal orders WBS elements The object types that are allowed here are automatically adopted in the program position. Overview of data records PType 0001 ZSCD ZSRD Name Sample cap. profile Budget Distribution Budget dist Overall Budget dist. Access the activity using one of the following navigation options: Transaction Code 2. inv. program Cap.program planning ID Cap.vals Assign meas/App.

form Object Class Invest.position / ID Measure Profit analysis Assignable Operatives ZSCD .inv. Page 8 of 63 . profile Budget Distribution Budget dist Overall Budget dist.vals Assign meas/App. inv.inv. inv. inv.prog.annl.program budgeting Cap.Cap. profile Status Profile Repr.Req Single Assignment Group Reporting Exch Rate Type Cons. dim ZSRD ZP0001 ZP0001 Not Selected 1 PROFT Not Selected Active Active Inactive Inactive Inactive Cap.inv. program (SCDLR&D) Cap. program (SCDL) Ob Type IQ OR PR Short Text Appropriation requests Orders WBS elements ZSRD .Project System: IM Configuration Guide Exch Rate Type Cons.program planning ID Cap. dim Inactive Inactive Program type Budget Profile Plan. program (SCDL-R&D) Ob Type IQ OR PR Short Text Appropriation requests Orders WBS elements 2.4 Result Investment program Type created.Cap.

3 Procedure IMG Menu SAP Customizing Implementation Guide  Investment ManagementInvestment ProgramsMaster Data  Allowed Values for Certain Master Data Fields  Define Person Responsible OPS6 1. You can enter the name of the person responsible in the master data of the respective program definition/program position.1 Define Person responsible Use In this step. you define which employees can be responsible for the entire program or for program positions. Activities : Create new Entries Page 9 of 63 . 3. Access the activity using one of the following navigation options: Transaction Code 2.Project System: IM Configuration Guide 31 3. 3.2 Prerequisites Independent activity.

Project System: IM Configuration Guide 3.1 Define Scale Use In this step you define the entries allowed for the "scale" master data field. 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. Standard settings SAP provides various scales as examples. Overview of Data Records Respons.person 00000100A Vasanthamurugesh 00000200Kaushik S 00000300Vipranarayanan R 00000400Dr. Using a scale. Activities 1. You can define any number of scales. Name of resp.4 Result Person responsible defined 41 4. Define additional scales if you need them. You can use the scale as a selection criterion in reporting. Milind K Biyani 00000600Ganesh Manivannan 00000700Jaimeera G 00000800Mayur A User 3. Page 10 of 63 . you can classify your investments according to their size or scope. Sampath Kumar 00000500Dr. The scale is not related to the plan values or the budget values for the object in the system.

Activities : Copy or Create New Scale for Measures 3.3 Procedure IMG Menu SAP Customizing Implementation Guide  Investment ManagementInvestment ProgramsMaster Data  Allowed Values for Certain Master Data Fields  Define Scale SPRO 1.2 Prerequisites Independent activity. 4.4 Result Scale Defined Page 11 of 63 . Overview of Data Records Scale 1 2 3 Name Small capital investments Medium-sized capital investments Large-scale capital investments Detail display Active 4.Project System: IM Configuration Guide 4. Access the activity using one of the following navigation options: Transaction Code 2.

1 Specify Status Profile Use In this IMG activity you define status profiles. 5.Project System: IM Configuration Guide 51 5. Page 12 of 63 .2 Prerequisites Independent activity.

5. Overview of Data Records PSUSERST : User Status Profile-PS 5. 2. Enter a Status Profile. 3. Activities: Copy or Create New Status Profile 1.3 Procedure IMG Menu SAP Customizing Implementation Guide  Investment ManagementInvestment ProgramsMaster Data  User Status Specify Status Profile OK02 1.4 Result User Status Profile created Page 13 of 63 . Assign Business Transactions to user statuses. 3. Assign the status profile to an Object Type. 4.Project System: IM Configuration Guide 5. Access the activity using one of the following navigation options: Transaction Code 2. Translate the status profile and user statuses. Define the User Status.

6.Project System: IM Configuration Guide 61 6. 6. In this step you define authorization keys which you can use to set up authorization checks when you manually set or delete a user status. When the system sets a user status as a reaction to business transaction.1 Specify status Authorization Use The status of a program position can be linked to an authorization check. it does not perform an authorization check.2 Prerequisites Independent activity. Access the activity using one of the following navigation options: Transaction Code 2.4 Result Status authorization specified Page 14 of 63 . 6.3 Procedure IMG Menu SAP Customizing Implementation Guide  Investment ManagementInvestment ProgramsMaster Data  User Status Specify Status Authorisations BS52 1. Activities : SAP Standard Setting.

Page 15 of 63 . and for appropriation requests. Financial budgeting You can create new planning profiles. or change existing ones.1 Maintain Planning Profile Use In this step you maintain planning profiles for investment programs. when you call up the initial screen for planning. and in which fiscal years. You need planning profiles for the planning methods below: Overall planning for internal orders Hierarchy cost planning for projects Preliminary costing for production orders that do not have a quantity structure (CO production orders). You can default the number of decimal places and the display factor. The following settings are important: Time frame You can specify which values are to be planned.Project System: IM Configuration Guide 71 7. Cost planning for investment programs or investment measures. Value display You can specify which standard view the system is to display with the plan value.

2. appropriation request type. Access the activity using one of the following navigation options: Transaction Code 2. Overview of Data Records Project Profile 000001 ZP0001 ZP0002 Description Cap. 3. project or FM area. 7. Activities : Copy or Create New Planning Profile 1.program planning Cap. If necessary. Assign the planning profile to an order type.inv.1 Define Budget Profiles for Investment Programs Use In this step.2 Prerequisites Independent activity.3 Procedure IMG Menu SAP Customizing Implementation Guide  Investment ManagementInvestment Programs Planning in Program  Cost Planning Maintain Planning Profiles OIP1 1. Check the planning profiles provided by the SAP standard. create new planning profiles by choosing "New entries".inv.inv. program type.program planning Cap. change the detail settings for the existing planning profiles. 3. The budget profile contains the parameters for controlling the budgeting transaction (such as. Page 16 of 63 . you define the budget profiles for capital investment programs.Project System: IM Configuration Guide 7.4 Result Planning profile Investment program created 81 8.program planning-R&D 7. Alternatively. the allowed planning interval).

or if annual values are also allowed.2 Prerequisites Independent activity. 8.3 Procedure IMG Menu SAP Customizing Implementation Guide  Investment ManagementInvestment Programs Budgeting in Program  Define Budget Profiles for Investment Programs OIB1 1.Project System: IM Configuration Guide In order to be able to carry out budgeting for a capital investment program. Make the following entries in the detail screen: Specify whether only total values can be budgeted. Access the activity using one of the following navigation options: Transaction Code 2. you have to create a budget profile. Activities : Copy or Create New Budget Profile Create the budget profile. Overview of Data Records Page 17 of 63 . 8. Define the planning interval for the budgeting of annual values (starting from the start year): number of years into the past that can be budgeted number of years into the future that can be budgeted the relationship of the start year to the current year (0 means the start year = current year) Specify how the budgeting transaction should look: the value type that should be shown with the budget values in the default view in the initial screen of the transaction default values for decimal places and the display factor 3. or use an already created budget profile.

inv. 3.program budgeting Cap. you define the screen layout of the master record screens for appropriation request. click on Field selection -> Transport. Transport your settings. Set the indicators for the modifiable fields and the values for the influencing fields. Settings without influencing field Page 18 of 63 .2 Prerequisites Independent activity.3 Procedure IMG Menu SAP Customizing Implementation Guide  Investment Management Appropriation Requests Master Data  Control Data Define Screen Layout for Appropriation Requests OITL 1.program budgeting Cap.program budgeting-R&D 8. Determine the screen group for which you want to modify fields.4 Result Budget Profile for Investment Program Created 91 9. 9. The screen layout control you define is valid for the whole client. if necessary.inv.inv.Project System: IM Configuration Guide Profile 000001 ZP0001 ZP0002 Text Cap. 9.1 Define Screen Layout for Appropriation Requests Use In this step. 2. To do this. Access the activity using one of the following navigation options: Transaction Code 2. Activities : 1.

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4 Result Screen Layout for App Request defined Page 22 of 63 .Project System: IM Configuration Guide 9.

In this way. Procedure and Partner Functions 10. In the master record of the appropriation request. Access the activity using one of the following navigation options: IMG Menu Transaction Code 2. Define the partner functions that you want to use in connection with your appropriation requests. Make sure that a partner type is assigned to each partner function. 10. you can manage the names and functions of people associated with the appropriation request 10. Procedure and Partner Functions SPRO 1. The following partner types are allowed for appropriation requests: o US (user) O (organizational unit) A (work center) S (position) Page 23 of 63 . you define the partner determination procedures and the partner functions that belong to them.1 Use In this step. you can assign the persons involved with the appropriation request to appropriate partner functions (roles).Project System: IM Configuration Guide 101 Define Partner Determ. You assign a partner determination procedure to an appropriation request by means of the appropriation request type.2 Prerequisites Independent activity. Activities : Copy or create New entries 1.3 Procedure SAP Customizing Implementation Guide  Investment Management Appropriation Requests Master Data  Control Data Define Partner Determ.

Mgmt UnitHead Proj. Define the partner determination procedures and enter the necessary partner functions there. 3. entries High er Part Role X I3 I4 I5 I7 F unc I1 I2 I3 I4 I5 I6 I7 I8 Name Proposed By Supported By App-Unit/Proj Head Approved-Finance Approved-CEO Head . You can define keys for the partner functions that are languagedependent on the log-on language. 3.Mgmt Approved-Finance No Tpe US US US US US US US US I7 Define Partner Determination Schema Partner schemas Page 24 of 63 .Proj.Project System: IM Configuration Guide 2. Overview of Data Records Define Partner Functions Add the following New entries in addition to the Std.

Project System: IM Configuration Guide Partner schema IM01 IM02 IM03 Partner Functions in Procedure IM01 & IM02 Funct I1 I2 I3 I4 Name Proposed By Supported By App-Unit/Proj Head Approved-Finance Description IM: 1 Approver IM: 2 Approver IM :3 Approver Mand Active Active Active Active Unique Active Page 25 of 63 .

Project System: IM Configuration Guide IM03 Funct I1 I2 I3 I4 I5 Name Proposed By Supported By App-Unit/Proj Head Approved-Finance Approved-CEO Mand Active Active Active Active Active Unique Active 10. 111 Define User Status Profile Page 26 of 63 .4 Result Partner function defined.

11.2 Prerequisites Independent activity.Project System: IM Configuration Guide 11. 11. Overview of Data Records PSUSERST : User Status Profile-PS 11.1 Use In this IMG activity you define status profiles.3 Procedure SAP Customizing Implementation Guide  Investment Management Appropriation Requests Master Data  Control Data User Status Define User 1. Access the activity using one of the following navigation options: IMG Menu Status Profile Transaction Code OK02 2. Activities : Copy or Create New Status Profile 3.4 Result User Status Profile defined Page 27 of 63 .

1 Maintain Appropriation Request Types Use In this step.Activities: Create the appropriation request types you need.3 Procedure SAP Customizing Implementation Guide  Investment Management Appropriation Requests Master Data  Control Data User Status Maintain Ap- 1.Project System: IM Configuration Guide 12 12. 12. 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. you define the appropriation request types.2 Prerequisites Independent activity. Access the activity using one of the following navigation options: IMG Menu propriation Request Types Transaction Code SPRO 2. Copy 0r Create New entries 3.Overview of Data Records Page 28 of 63 .

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Project System: IM Configuration Guide App Request Type Details :S1 Page 30 of 63 .

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4 Result App Request type created Page 35 of 63 .Project System: IM Configuration Guide 12.

You can roughly classify your appropriation requests using the number ranges Number assignment can be controlled by the appropriation request type. Access the activity using one of the following navigation options: IMG Menu Transaction Code NR Object From Number 000000010000 000000100000 000000200000 000000300000 000000400000 000000900000 Appropriation req To Number 000000099999 000000199999 000000299999 000000399999 000000499999 000000999999 Ext Inactive Inactive Inactive Inactive Inactive Inactive 13.Project System: IM Configuration Guide 131 Define Number Assignment 13.3 Procedure SAP Customizing Implementation Guide  Investment Management Appropriation Requests Master Data  Control Data User Status Define Number Assignment IMAN 1. you specify that the number assignment for this appropriation request type comes from the number range in this number range group. you define the number ranges for the assignment of appropriation request numbers. By assigning a number range group to the appropriation request type.4 Result Page 36 of 63 .2 Prerequisites Independent activity 13. 13.1 Use In this step.

Project System: IM Configuration Guide Number assignment defined Page 37 of 63 .

Activities Page 38 of 63 . 14. you define the coding masks for appropriation request numbers. Request Number 14. If you set this indicator. 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. Request Number  Maintain Coding Masks for Approp. The system determines the coding key that it should use based on the first character of the coding key. Access the activity using one of the following navigation options: IMG Menu Transaction Code 2.2 Prerequisites Independent activity. Request Number OPSJ 1.Project System: IM Configuration Guide 141 Maintain Coding Masks for Approp. You can create a coding mask for each key that you plan to use. then it is no longer possible to create new appropriation request numbers using this coding key.1 Use In this step. 14.3 Procedure SAP Customizing Implementation Guide  Investment Management Appropriation Requests Master Data  Coding Mask for Approp.

Overview of Data Records PrjI D CA P CR P GR P PR D PST PTT Y Z Description CAPEX .Project System: IM Configuration Guide Define the coding masks. Page 39 of 63 .000.Projects CRAMS Projects Generics .4 Result Coding Mask for App Request maintained.XX-XXXX /000-XXX-000/XXXX Lc k Lk S 14.Projects Research & Development Projects Site Transfer Projects Technology Transfer Projects Projects in company division A Projects in company division B Coding mask -00-XXX-XXXXXX-00000 -XXXXX-X-XXX-00-00 -XXXXX-X-XXX-00-00 -000-00-00-00-00000 -000-00-00-00-00000 -000-00-00-00-00000 . 3.

2 Prerequisites You must have already created coding masks in Customizing by choosing Appropriation Request Number 15. that the system should use for formatting the project numbers and WBS elements belonging to these appropriation request types. 3. you can specify coding masks.3 Procedure SAP Customizing Implementation Guide  Investment Management Appropriation Requests Master Data  Coding Mask for Approp. At the same time. 3.Activities 1. 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 Page 40 of 63 . Assign additional coding masks to the appropriation request type for the appropriation request number or the project number. Access the activity using one of the following navigation options: IMG Menu Transaction Code 2. 15.1 Use In this step. you assign coding masks for the formatting of the appropriation request number to appropriation request types. Request Number  Restrict and Convert Coding Mask SPRO 1.Project System: IM Configuration Guide 151 Restrict and Convert Coding Mask 15. Assign a coding mask to the appropriation request type. 2. which are different from the coding masks of the appropriation request. if needed. Assign another coding mask to this appropriation request type in the "ProjID" column.

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Page 45 of 63 .4 Result Coding Mask restricted.Project System: IM Configuration Guide 15.

Overview of Data Records Page 46 of 63 .Project System: IM Configuration Guide 161 Define Planning Profiles for Cost Planning 16. 16.3 Procedure SAP Customizing Implementation Guide  Investment Management Appropriation Requests Planning  Define Planning Profiles for Cost Planning OIF2 1. 16. Access the activity using one of the following navigation options: IMG Menu Transaction Code Activities: Define the user-defined fields. you define planning profiles for cost planning for appropriation requests.2 Prerequisites Independent activity.1 Use In this step. Note: SAP Standard Setting.

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Project System: IM Configuration Guide

16.4

Result

Planning Profiles for Cost Planning defined.

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Project System: IM Configuration Guide

171 Define Approval Levels for Appropriation Requests 17.1 Use

In this step, you define the approval levels per appropriation request type. These approval levels are used in the approval process for appropriation requests. You can define any number of approval levels. The numerical key of the approval level determines its place in the sequence of the approval levels. The system goes through the approval levels sequentially based on their key, starting from the lowest numbers and increasing upward. The system initiates the first approval level (that has the lowest number key) after the appropriation request receives the "to be approved" status. After the last approval level is completed, the system sets the status to "approved." In addition, you have to assign a partner function to each approval level. The partner function is responsible for approval at that level. You define the partner functions in the partner determination procedure of the appropriation request type. You can specify the actual users who fulfill these partner functions in the appropriation requests. The users defined as fulfilling the partner function receive the appropriation requests assigned to their approval level. They receive the appropriation requests as workflow work items in their office inbox. They can approve or reject the appropriation requests there.

17.2 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

1. Access the activity using one of the following navigation options:
IMG Menu

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2. 3. Select the appropriation request type you want to process. Assign the keys of the approval levels in increasing numerical order. Define the approval levels that the appropriation request type has to go through.Project System: IM Configuration Guide Transaction Code SPRO 2. Activities: 1. 3. Assign a responsible partner function to each approval level. Overview of Data Records Page 51 of 63 .

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Activities: Activate event linkage. you activate the workflow task "approve appropriation requests. 18. Page 55 of 63 .1 Use In this step.3 Procedure SAP Customizing Implementation Guide  Investment Management Appropriation Requests Approval  Activate Event-Linkage for Workflow Task OITN 1.2 Prerequisites Independent activity. Access the activity using one of the following navigation options: IMG Menu Transaction Code 2. Instead you have to use the workflow to go through the approval levels of the appropriation request type that was used 18.4 Result Approval level for appropriation requests defined 181 Activate Event-Linkage for Workflow Task 18. you can no longer approve appropriation requests by changing the status in their master record." When you activate this workflow task.Project System: IM Configuration Guide 17.

Page 56 of 63 .Project System: IM Configuration Guide Required Users included and Event link activated 18.4 Result Event linkage for workflow activated 191 Maintain Planning Profiles 19.1 Use In this step you maintain planning profiles for projects.

19. 2. change the detail settings for the existing planning profiles.3 Procedure SAP Customizing Implementation Guide  Investment Management Projects as Investment Measures  Planning and Budgeting  Maintain Planning Profiles OPSB 1. If necessary. Page 57 of 63 . Activities : Copy or Create New Status Profile 1. project or FM area. or change existing ones. Alternatively. Financial budgeting You can create new planning profiles. Cost planning for investment programs or investment measures.2 Prerequisites Independent activity. and for appropriation requests. program type. 3. Assign the planning profile to an order type. Access the activity using one of the following navigation options: IMG Menu Transaction Code 2. 19. appropriation request type.Project System: IM Configuration Guide You need planning profiles for the planning methods below: Overall planning for internal orders Hierarchy cost planning for projects Preliminary costing for production orders that do not have a quantity structure (CO production orders). create new planning profiles by choosing "New entries". Check the planning profiles provided by the SAP standard.

grp Rev.grp Sender CCtr group Sender act. CElem. overall plan values Exchange rate type Value Date Remainder Transl PS06 2 1002 Page 58 of 63 .type grp Stat key fig grp Costing Variant Representation Decimal places Scaling Factor Currency Transl.Project System: IM Configuration Guide 3. Overview of Data Records Planning Profile: Cost and Revenue Planning for Projects Profile 000001 000002 ZP0001 ZP0002 Profile Text Planning Profile (Annual Val.) Plan profile (overall value) R&D Plan Profile Overall Value Projects Plan Profile Overall ZP0001 Activated Activated 3 10 Activated Activated R&D Plan Profile Overall Value Manual Planning Bottom –up Planning Planning Elements Time Frame Past Future Start Total Values Annual Values Detailed Planning and Unit Costing Prim.CE.

billing .Project System: IM Configuration Guide Planning Currency Controlling area currency Object Currency Transaction Currency Default object currency Automatic Revenue planning From quotation From Sales order RElem.grp Rev.CE. CElem. 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.plan Profile Manual Planning Bottom –up Planning Planning Elements Time Frame Past Future Start Total Values Annual Values Detailed Planning and Unit Costing Prim.grp Sender CCtr group Sender act.f.type grp Stat key fig grp Costing Variant Representation Decimal places Scaling Factor Currency Transl.plan Activated Activated Activated 6000000 ZP0002 Activated Activated 2 5 Activated Activated Projects Plan Profile Overall PS06 2 M Activated Page 59 of 63 .billing .f.

4 Result Planning Profile created. You make this setting under the step Integration with the General Ledger -> Change the Field Status Variant of the Asset G/L Accounts. 20 Activate Account Assignment Objects 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.Project System: IM Configuration Guide 19. using the field status of posting keys 70 and 75 (debit asset and credit asset). cost center.3 Procedure SAP Customizing Implementation Guide  Investment Management Projects as Investment Measures  Planning and Budgeting  Statistical Budget Monitoring Activate Account Assignment Objects SPRO 1. investment order) during posting in Asset Accounting 20. Activities: Page 60 of 63 . you make settings for additional account assignment objects (for example. Access the activity using one of the following navigation options: IMG Menu Transaction Code 2. 20.1 Use In this step.

Activate the account assignment objects you need for Asset Accounting. Page 61 of 63 . 3. you cannot change the account assignment object when posting. Specify whether the account assignment object is relevant to the balance sheet. Overview of Data Records Acct Assign Name Active Object PS_PSP_PNR WBS Element of Investment Activated Project PS_PSP_PNR2 WBS Element Inactive B. Account assignment objects that are relevant to the balance sheet can no longer be changed directly in the asset master record once the asset has been capitalized. 3. Instead.Project System: IM Configuration Guide 1.Sheet Agreement Inactive Inactive Inactive Inactive 20. If you set this indicator. such assets have to be transferred to a new asset master record to make this change.4 Result Account Assignment Objects activated. 2. Specify whether the account assignment object you enter when posting has to agree with the account assignment object entered in the asset master record.

Project System: IM Configuration Guide 21 Create Statistical Cost Elements 20. You must have defined the general entries for your controlling area. Start the program for defining your asset balance sheet accounts as statistical cost elements.1 Use In this step. since the chart of accounts concerned is determined using this assignment. you should check the assignment of the controlling area to the company code.2 Prerequisites You must have maintained your account determinations. 20. For more information. In particular. see the Implementation Guide step "Controlling General.3 Procedure SAP Customizing Implementation Guide  Investment Management Projects as Investment Measures Planning and Budgeting  Statistical Budget Monitoring Create Statistical Cost Elements OAK7/FS00 Access the activity using one of the following navigation options: IMG Menu Transaction Code For inventory account statistical cost elements need to be generated through FS00 Activities 1. Enter the controlling area concerned the period of validity Page 62 of 63 ." 20. 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.

For inventory account statistical cost elements need to be generated through FS00. Overview of Data Records Cost elem.4 Result Cost elements for statistical auto posting of assets created. Type Description 20. Page 63 of 63 .Project System: IM Configuration Guide The system then automatically creates statistical cost elements (cost element type 90) for all of the APC balance sheet accounts belonging to your account determination in Asset Accounting (depreciation area 01). Transport these cost elements to your production clients. 2.

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