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PS Configuration

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TABLE OF CONTENTS
INTRODUCTION.........................................................................................................5 1 Structures ..................................................................................................................7 1.1 Operative Structures for Work Breakdown Structure (WBS) ...................7 1.1.1 Define Special Characters for Projects............................................7 1.1.2 Define Project Coding Mask ..............................................................8 1.1.3 Create Status Profile ........................................................................ 10 1.1.4 Define Partner Determination Procedures and Roles ................ 22 1.1.5 Create Project Profile ....................................................................... 25 1.1.6 Create Project T ypes for WBS Elements ..................................... 28 1.1.7 Specify Applicants for WBS Elements .......................................... 28 1.1.8 Specify Persons Responsible for WBS Elements ....................... 29 1.1.9 Define Priorities for WBS Elements ............................................... 30 1.1.10 Define Field Selection for Work Breakdown Structures............. 31 1.1.11 Create User- Defined for WBS Elements ..................................... 34 1.1.12 Maintain Substitutions ..................................................................... 35 1.2 Operative Structures for Network.............................................................. 47 1.2.1 Maintain network types ................................................................... 47 1.2.2 Specify Parameters for Network Type .......................................... 52 1.2.3 Maintain network profiles ................................................................ 54 1.2.4 Set Up Number Ranges for Network............................................. 62 1.2.5 Define Control Key ........................................................................... 62 1.2.6 Account Assignment Categories and Document Types for Purchase Requisitions..................................................................... 65 1.2.7 Specify person responsible for work center ................................. 67 1.2.8 Define parameters for Subnetworks.............................................. 67 1.3 Operative Structures for Milestones.......................................................... 69 1.3.1 Define Milestone Usage...................................................................... 69 1.4 Project Planning Board .................................................................................. 70 1.4.1 Define Time Profiles......................................................................... 70 1.4.2 Define profiles for time scales (Optional) ..................................... 72 1.4.2 Define Profiles for the Project Planning Board ............................ 74 2 Costs...................................................................................................................... 77 2.1 Activate Project Management in Controlling Area ............................... 77 2.2 Maintain Value Categories ...................................................................... 79 2.3 Assign Cost Elements to Value Categories.......................................... 81 2.4 Create/Change Planning Profile ............................................................. 84 2.5 Assign Plan Profile to Project Profile ..................................................... 85 2.6 Define Costing Variants ........................................................................... 85 2.7 Maintain plan costing variants for network types ................................. 87 2.8 Maintain Budget Profiles.......................................................................... 87 2.9 Stipulate Default Budget Profile for Project Definition......................... 88 2.10 Create Number Ranges for Budgeting .................................................. 89 2.11 Define Tolerance Limits ........................................................................... 91 2.12 Define default cost elements for down payments ................................ 91 2.12 Create Allocation Structure...................................................................... 92 2.13 Create Settlement Profile......................................................................... 96 2.14 Specify Default Settlement Profile for Project Definition..................... 97 2.15 Define Strategies for Determining Settlement Rules ........................... 98

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........................................................................................104 3....................................sapficoconsultant........................................116 6.................114 5.......................................com ....1..........................................106 4................................................................................................116 PS Configuration Page 4 of 122 www................2 Define Checking Control .......1 Finally check the Project Profile ...........................................18 Determine Strategy for Settlement Rule ........................................................17 Specify Default Settlement Profiles for Networks ........19 Assign Strategy to Project Profile .......................2....106 4..............101 2...............................................................................................109 5 Confirmation .......................................104 3 Dates........................2 Define Checking Scope...................104 4 Material ............16 Assign Strategies and Default Rules to Network Types ..............................................................................106 4................1.............................................................1 Define Parameters for WBS Scheduling ..........................1..............114 6 Final check.....1 Availability check..............................................1 Define Checking Rules ...............1 Define Confirmation Parameters.........................................100 2...............................106 4..........102 2....

using individual activities (work packages) Project managers usually distinguish between two types of project: ü Externally financed projects v Custom er projects ü Internally financed projects v v Overhead cost projects Capital investment projects The Project system has no organizational structures of its own. and within budget which he or she achieves by ensuring that the required resources and funds are available as and when needed. A project is struc tured as per the following points of view: ü ü By structures.com . monitoring. Projects are generally part of the internal processes of a company. and control. A clear. unambiguous project structure is the basis for successful project planning.INTRODUCTION Projects irrespective of its size require precise planning of the various detailed activities involved in execution of the project. using a work breakdown structure (WBS) By process. you need an organizational form that is specific to the project and which is shared by all departments involved.sapficoconsultant. You incorporate into your existing structure by making assignments to the organizational units. To be able to control all tasks in project execution. on time. Before you can carry out a project in its entirety. The project manager has the job of ensuring that the project is executed efficiently. Thus each project starts with the definition and classification of the structures required for processing and incorporating these into existing enterprise structure. PS Configuration Page 5 of 122 www. the project goals must be precisely described and the project activities to be carried out must be structured.

sapficoconsultant.com .Project System Organizational structure Project Definition WBS Elements Networks Activities Internally Processed Activities Externally Processed Activities General Costs Activities Material Components PS Configuration Page 6 of 122 www.

You can maintain the following parameters for editing the project number: • The length of the key for project coding. we will directly refer to the IMG node. Here you can assign up to five places for the key. These special characters are used for specific functions in the system.sapficoconsultant. PS Configuration Page 7 of 122 www.? and %.1.Edit Project à We will not refer the above path henceforth.1 Structures For configuration we use the following path on the SAP application screen:SAP Menu à Tools à AcceleratedSAP à Customizing à SPRO . 1.1 Define Special Characters for Projects IMG à Project System à Structures àOperative Structures à Work Breakdown Structure (WBS) à Project Coding Mask àDefine Special Characters for Projects Here you specify how a project number is coded for editing.+.com . • an indicator specifying whether the key must have this exact length or whether it can also be shorter special characters to enter WBS elements faster an indicator specifying whether only coded project numbers can be used to create projects • • Avoid the following special characters: *.1 Operative Structures for Work Breakdown Structure (WBS) 1.

Thus for the above configuration our project code will start with a single digit alphanumeric code.2 Define Project Coding Mask IMG à Project System à Structures àOperative Structures à Work Breakdown Structure (WBS) à Project Coding Mask à Define Project Coding Mask This configuration is already done while creating the investment management configuration. PS Configuration Page 8 of 122 www. Here you define the coding masks for Project numbers. system will automatically supplement the key as V-6691001.com . We have defined a special character = in the field ET (entry tool for wbs element) as an entry aid. You can create a coding mask for each key that you plan to use.g.01 1.sapficoconsultant. (You can use any character as entry aid.05.1. the system will always copy the identifier of the superior WBS element) E. You want to insert a new wbs element below the wbs element V-6691001.05 In this case you only have to type in =01. The Appropriation request number and the Project system number (Top WBS) will be the same.

The appropriation request number and the top level wbs element number will be the same.00 Thus the project number V66910010301 is automatically edited to V-6691001.com .The system determines the coding key that it should use based on the first character of the coding key.00.sapficoconsultant.00.03. Click on PS Configuration Page 9 of 122 www. You can use the following symbols: • • • X for alphanumeric characters 0 for numeric characters special symbols for the structure o f the appropriation request number We enter the following code mask for key V -0000000.00.01 The configuration was already done in Investment management which can be seen below.

com . create user status and assign various business transactions whic h will influence the user status.3 Create Status Profile IMG à Project System à Structures àOperative Structures à Work Breakdown Structure (WBS) à WBS User Status à Create Status Profile You can set your own user status for an event. Click on Update the following:- Click Double click Update the following:- PS Configuration Page 10 of 122 www.1. You need to create status profile.1.sapficoconsultant.

com .Click on Click PS Configuration Page 11 of 122 www.sapficoconsultant.

Update the following:- Click on PS Configuration Page 12 of 122 www.com .sapficoconsultant.

sapficoconsultant.com . Double click Click on Update the following:- PS Configuration Page 13 of 122 www.Now you need to assign the user status to the business transaction.

Budgeting permitted. Release permitted Write plan line items Click on

Click

to update business transaction for the next status.

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Click

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Click Click on Click Click on Click Click on

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com .sapficoconsultant.Click on Click PS Configuration Page 17 of 122 www.

com .sapficoconsultant.Double click Click on Click PS Configuration Page 18 of 122 www.

Click on Double click Click PS Configuration Page 19 of 122 www.com .sapficoconsultant.

sapficoconsultant.com .PS Configuration Page 20 of 122 www.

Update the following:- Double click and update the following business transaction.com . PS Configuration Page 21 of 122 www.sapficoconsultant.

Double click PS Configuration Page 22 of 122 www.com . assign them to keys dependent on the logon language.1.1. and define partner structures and assign partner roles to them.sapficoconsultant.4 Define Partner Determination Procedures and Roles IMG à Project System à Structures àOperative Structures à Work Breakdown Structure (WBS) à Define Partner Determination Procedures and Roles Here you define partner roles.

com .Click on PS Configuration Page 23 of 122 www.sapficoconsultant.

com .Update the following:- Select Double click Click on PS Configuration Page 24 of 122 www.sapficoconsultant.

The project profile contains default values such as controlling area.5 Create Project Profile IMG à Project System à Structures àOperative Structures à Work Breakdown Structure (WBS) à Create Project Profile This step has already been configured in Investment Management configuration step 4.com .Update the following:- Click on 1. The most important control feature in the project profile of capital investment measures is the investment profile. company code and other control parameters such as the planning method for dates and PS Configuration Page 25 of 122 www.sapficoconsultant.1.2 Here you define project profiles for capital investment measures. You can assign the investment profile in the step Define investment profiles.1.

The data that you enter in the project profile will be copied into a project in its project definition or in the WBS elements which can later be overwritten.com .sapficoconsultant. Let us see the configuration parameters for project profile Double click on Click PS Configuration Page 26 of 122 www.costs.

sapficoconsultant.com .Remove the costing sheet and interest profile Click on PS Configuration Page 27 of 122 www.

1.com .1. You can use the project type as a filtering criterion in the information system We will use the project type IP.7 Specify Applicants for WBS Elements IMG à Project System à Structures àOperative Structures à Work Breakdown Structure (WBS) à Specify Applicants for WBS elements You can define here Applicants for WBS elements Click on PS Configuration Page 28 of 122 www.sapficoconsultant. 1.6 Create Project Types for WBS Elements IMG à Project System à Structures àOperative Structures à Work Breakdown Structure (WBS) à Create Project Types for WBS Elements The project type does not influence program control or screen selection.1.

1.8 Specify Persons Responsible for WBS Elements IMG à Project System à Structures àOperative Structures à Work Breakdown Structure (WBS) à Specify Persons Responsible for WBS Elements You can define here persons responsible for WBS elements Click on Click on PS Configuration Page 29 of 122 www.com .sapficoconsultant.Update the following:- Click on 1.

1.1.9

Define Priorities for WBS Elements

IMG à Project System à Structures àOperative Structures à Work Breakdown Structure (WBS) à Define Priorities for WBS Elements You can define here priorities for WBS elements. There are already some standard priorities defined in SAP. We will work with them and not configure new ones.

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1.1.10

Define Field Selection for Work Breakdown Structures

IMG à Project System à Structures àOperative Structures à Work Breakdown Structure (WBS) à User Interface Settings à Define Field Selection for Work Breakdown Structures Here, you can make a field selection for the screens of the project definition and the WBS elements. You can specify modifiable and influencing fields.

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com .sapficoconsultant.PS Configuration Page 33 of 122 www.

The user defined fields are not checked by the SAP system.1.11 Create User. Double click PS Configuration Page 34 of 122 www. The fields available are:General text fields Quantity fields Value fields Date fields Check boxes The key words for the user-defined fields are determined by a key word ID.Defined for WBS Elements IMG à Project System à Structures àOperative Structures à Work Breakdown Structure (WBS) à User Interface Settings à Create UserDefined Fields for WBS Elements User defined text fields can be used as additional information. But checks can be done through an enhancement.1.sapficoconsultant.com . Let us see an SAP standard Field key.

com .Jerry Jones then update the responsible cost center as 9104001 If responsible person entered in WBS is 201 .12 Maintain Substitutions IMG à Project System à Structures àOperative Structures à Work Breakdown Structure (WBS) à Maintain Substitutions We will create a substitution:If responsible person entered in WBS is 200 .sapficoconsultant.Angeline Reyes then update the responsible cost center as 9104002 PS Configuration Page 35 of 122 www.1.1.

Position the cursor on WBS element and Click Update the following:- Click PS Configuration Page 36 of 122 www.sapficoconsultant.com .

Click Select Click PS Configuration Page 37 of 122 www.sapficoconsultant.com .

sapficoconsultant.com .Click Click PS Configuration Page 38 of 122 www.

com .sapficoconsultant.Update the following:- Double click PS Configuration Page 39 of 122 www.

sapficoconsultant.com .Double click Click to scroll down the fields PS Configuration Page 40 of 122 www.

Further click PS Configuration Page 41 of 122 www.com .sapficoconsultant.Click The technical names as well as short description will be displayed.

com .sapficoconsultant.Double click PS Configuration Page 42 of 122 www.

Click Click Update the following:- Take a drop down in the field and select Double click PS Configuration Page 43 of 122 www.sapficoconsultant.com .

com .Update the following:- Click on Position cursor on Click Click on Click back and again open PS Configuration Page 44 of 122 www.sapficoconsultant.

sapficoconsultant.com .Double click Double click Change 00000200 to 00000201 PS Configuration Page 45 of 122 www.

com .Double click PS Configuration Page 46 of 122 www.sapficoconsultant.

1 Maintain network types IMG à Project System à Structures àOperative Structures à Networkà Settings for Networks à Maintain network types The network type contains information for controlling and managing networks.com . Every network you create must have a network type allocated to it. In the SAP System.2 Operative Structures for Network 1. maintenance and inspection orders. the network is a special form of the work order which has a structure in common with production.2.sapficoconsultant.Update the following:- Click on 1. Click on PS Configuration Page 47 of 122 www.

sapficoconsultant.Update the following:- Click on Click on PS Configuration Page 48 of 122 www.com .

com .Click Click Click on Click PS Configuration Page 49 of 122 www.sapficoconsultant.

Click Click Click Click on Click Similarly create Network type for activity type account Click on PS Configuration Page 50 of 122 www.sapficoconsultant.com .

com .Update the following:- Click on Click Similarly create a group and assign a number range.sapficoconsultant. PS Configuration Page 51 of 122 www.

2.2 Specify Parameters for Network Type IMG à Project System à Structures àOperative Structures à Networkà Settings for Networks à Specify Parameters for Network Type Here you define the parameters per plant and network type.1.sapficoconsultant. Click on Update the following:- PS Configuration Page 52 of 122 www.com .

com .sapficoconsultant.Click on Click Click on Update the following:- Click on PS Configuration Page 53 of 122 www.

com . and activity elements when you create a network.2. such as control keys for activities.3 Maintain network profiles IMG à Project System à Structures àOperative Structures à Networkà Settings for Networks à Maintain network profiles The network profile contains default values and parameters for controlling the processing of networks. The data which you enter here in the network profile is copied into the header.sapficoconsultant. activities.1. You can overwrite these values in each new network. Select Click PS Configuration Page 54 of 122 www.

com .sapficoconsultant.PS Configuration Page 55 of 122 www.

sapficoconsultant.Update the following:- PS Configuration Page 56 of 122 www.com .

Click PS Configuration Page 57 of 122 www.com .sapficoconsultant.

Click Press enter Click on Select Click PS Configuration Page 58 of 122 www.sapficoconsultant.com .

sapficoconsultant.com .Update the following:- PS Configuration Page 59 of 122 www.

Click PS Configuration Page 60 of 122 www.sapficoconsultant.com .

sapficoconsultant.Click Press Enter Click on PS Configuration Page 61 of 122 www.com .

4 Set Up Number Ranges for Network IMG à Project System à Structures àOperative Structures à Networkà Settings for Networks à Set Up Number Ranges for Network We had already created the number groups and number ranges while configuring the network which can be seen by clicking 1.com .2.2. PS02 and PS05 for networks.sapficoconsultant.5 Define Control Key IMG à Project System à Structures àOperative Structures à Networkà Settings for Networks à Define control key Here you create the control keys for different activities and activity elements. The control key determines which business transactions are carried out when an activity is processed whether it is internal activity. We have used the SAP standard control keys PS01. PS Configuration Page 62 of 122 www. Let us check the settings.1. You specify the indicators and keys for the various func tions in the control key. external activity or both is possible.

sapficoconsultant.com .Double click PS Configuration Page 63 of 122 www.

com .Let us now check the settings of PS02 PS Configuration Page 64 of 122 www.sapficoconsultant.

com .6 Account Assignment Categories and Document Types for Purchase Requisitions IMG à Project System à Structures àOperative Structures à Networkà Settings for Network Activities à Account Assignment Categories and Document Types for Purchase Requisitions Here you specify purchasing item categories and a purchasing document type for purchase requisitions in the network PS Configuration Page 65 of 122 www.2.sapficoconsultant.Let us also check the settings for control key PS05 1.

Change the Acct. assgmt.com . Gen from F to N Click on PS Configuration Page 66 of 122 www.sapficoconsultant.

2.8 Define parameters for Subnetworks IMG à Project System à Structures àOperative Structures à Network à Define parameters for subnetworks Here you maintain the following parameters for subnetworks:Network type for the subnetwork Network type of the activity which is replaced by the subnetwork Click on PS Configuration Page 67 of 122 www.2.com . Click on Update the following:- Click on 1.sapficoconsultant.1.7 Specify person responsible for work center IMG à Project System à Structures àOperative Structures à Network à Work Center à Specify person responsible for work center Here we create person responsible for work center for a plant.

sapficoconsultant.Click on Click Click on Update the following:- PS Configuration Page 68 of 122 www.com .

sapficoconsultant. PS Configuration Page 69 of 122 www.Click on 1. It is used for:1) 2) Trigger for earned value analysis It is generally used in the area of engineering and design. The usages values can be used in selection in the information system There are standard milestone usages defined in the system.com .3.1 Define Milestone Usage IMG à Project System à Structures àOperative Structures à Milestones à Define Milestone Usage Here you define milestone usages.3 Operative Structures for Milestones 1.

The planning period can be smaller or the same as the evaluation period.4 Project Planning Board 1.com .1 Define Time Profiles IMG à Project System à Structures à Project Planning Board à Define Time Profiles With a time profile you specify the various time periods for working in the project planning board.4.1. PS Configuration Page 70 of 122 www. the planning period begins with the current date. Planning period The planning period defines the time frame for carrying out current planning in the project planning board. The planning period is always in reference to the project start date. If the start date is later than the current date. Evaluation period The evaluation period defines the time frame for working with and displaying data in the project planning board. the planning period begins with the start date. If the start date is earlier than the current date.sapficoconsultant.

com .sapficoconsultant.Click on Update the following:- Click on Click Click on PS Configuration Page 71 of 122 www.

4.).sapficoconsultant.2 Define profiles for time scales (Optional) IMG à Project System à Structures à Project Planning Board à Define profiles for time scales Here you define the time scale profile. A time scale profile describes the properties of all possible scales using headings for the time axis (day scale.Update the following:- Click on 1. There are scales with the following headings: • • • • Yearly split Quarterly split Monthly split Weekly split Page 72 of 122 www. The time fence is derived from the possible scales.com PS Configuration . week scale etc. Depending on the current scale the time scale is generated from one or more scales.

PS: Standard We will check the configuration settings for the profile PS Configuration Page 73 of 122 www.sapficoconsultant.• • • • Daily split Hourly split Minute split Shift split We will work with the standard time scale profile SAPPS_Z001 .com .

2 Define Profiles for the Project Planning Board IMG à Project System à Structures à Project Planning Board à Define Profiles for the Project Planning Board You can maintain different values in the profile of the project planning board: • • • • • Default values Graphics profile Fields that are displayed in the table area of the project planning board Parameters for the time display Change indicator Click Click PS Configuration Page 74 of 122 www.1.4.sapficoconsultant.com .

sapficoconsultant.Update the following:- Click on PS Configuration Page 75 of 122 www.com .

sapficoconsultant.com .Click PS Configuration Page 76 of 122 www.

sapficoconsultant.com .1 Activate Project Management in Controlling Area IMG à Project System à Costs à Activate Project Management in Controlling Area Here you activate the project management in controlling area Select PS Configuration Page 77 of 122 www.Click Click on 2 Costs 2.

sapficoconsultant.Double click The check box should be selected Click on to activate PS Configuration Page 78 of 122 www.com .

Value categories are intervals of: • • • Cost elements Commitment items Statistical key figures These are required for: • • • Updating the project information database Defining structure reports for costs.sapficoconsultant. and payments Updating quantities in the project info database RPSQT Update the following:- PS Configuration Page 79 of 122 www.2.2 Maintain Value Categories IMG à Project System à Costs à Value Categories à Maintain Value Categories Here you define value categories.com . revenues.

com .Click on Click on PS Configuration Page 80 of 122 www.sapficoconsultant.

2.com .3 Assign Cost Elements to Value Categories IMG à Project System à Costs à Value Categoriesà Assign Cost Elements to Value Categories Update the following:- Click on Update the following:- Click on PS Configuration Page 81 of 122 www.sapficoconsultant.

com .Click Similarly assign other value categories to cost elements. Click on PS Configuration Page 82 of 122 www.sapficoconsultant.

com .Update the following:- Click on Click Similarly assign the following category to cost elements:Value category Z01 Z04 Z07 Z12 Cost element 943204 430004 400013 981000 Cost element category 43 (Internal activity allocn) 1 (Primary cost element) 1 (Primary cost element) 50 (Proj related incoming order) PS Configuration Page 83 of 122 www.sapficoconsultant.

4 Create/Change Planning Profile IMG à Project System à Costs à Planned costs à Manual Cost Planning in WBS à Hierarchical Cost Planning à Create/Change Planning Profile This step was already configured in the Investment Management step number 4.sapficoconsultant.2.1.4 PS Configuration Page 84 of 122 www.com .

sapficoconsultant.2.5 Assign Plan Profile to Project Profile IMG à Project System à Costs à Planned costsà Automatic Costing in Networks/Activities à Costing à Define Costing Variants Update the following:- Click on 2.com .6 Define Costing Variants IMG à Project System à Costs à Planned costsà Automatic Costing in Networks/Activities à Costingà Define Costing Variants Let us see the configuration of Standard SAP costing variant PS02 PS Configuration Page 85 of 122 www.

sapficoconsultant.Double click PS Configuration Page 86 of 122 www.com .

1. Click on 2.5 PS Configuration Page 87 of 122 www.com .2.sapficoconsultant.8 Maintain Budget Profiles IMG à Project System à Costs à Budgetà Maintain Budget Profiles This step was already configured in Investment Management configuration step 4.7 Maintain plan costing variants for network types IMG à Project System à Costs à Planned costsà Automatic Costing in Networks/Activities à Costingà Maintain plan costing variants for network types Here you maintain the default plan costing variant for your network type.

sapficoconsultant.com .2.9 Stipulate Default Budget Profile for Project Definition IMG à Project System à Costs à Budgetà Stipulate Default Budget Profile for Project Definition Here you assign the budget profile to the project definition. PS Configuration Page 88 of 122 www.

com .sapficoconsultant.10 Create Number Ranges for Budgeting IMG à Project System à Costs à Budgetà Create Number Ranges for Budgeting The following number ranges are defined in the standard system: ü ü ü ü 01 Project budget 02 Project plan 03 Order plan 04 Order budget We will work with the standard number ranges. PS Configuration Page 89 of 122 www.Update the following:- Click on 2.

com .sapficoconsultant.Click to display the number range PS Configuration Page 90 of 122 www.

12 Define default cost elements for down payments IMG à Project System à Costs à Actual Costs and Forecastà Update Down Payments à Define default cost elements for down payments Here you define the cost/revenue elements. you need to define one cost element (category 01 = primary cost elements general) for credit-side down payments in each controlling area. Availability control can identify budget overruns in a project at an early stage and initiates various actions. This step was already configured in the Investment Management step 4.11 Define Tolerance Limits IMG à Project System à Costs à Budgetà Define Tolerance Limits Here you enter the tolerance limits for availability control. under which down payments are updated as expenses in CO. You can specify one or more tolerance limits for each activity group for a budget profile.1. For down payments referring to a purchase order. 2.sapficoconsultant. If there is no reference.com .6 We will see the configuration done. You activate availability control for you budget profile. in this the case. or one revenue element (category 11 = revenue elements) for debit-side down payments .2. PS Configuration Page 91 of 122 www. SAP system uses the purchase order cost element.

When you assign down payment or purchase order costs. SAP System updates the account assignment objects cost center. and network.sapficoconsultant. Here 2 options are available:1) Using the original source cost element 2) Using the settlement cost element Click on PS Configuration Page 92 of 122 www. make-to-order production order. order.12 Create Allocation Structure IMG à Project System à Costs à Automatic and Periodic Allocationsà Settlement à Settlement Profile à Create Allocation Structure In Allocation structure you define the target cost element. Update the following:- Click on 2.com . WBS element.

Update the following:- Click Select PS Configuration Page 93 of 122 www.sapficoconsultant.com .

com .sapficoconsultant.Double click Click on Update the following:- Click Update the following:- Select PS Configuration Page 94 of 122 www.

com .sapficoconsultant.Double click Update the following:- The above cost element group contains all the cost elements (primary as well as secondary cost elements) Double click PS Configuration Page 95 of 122 www.

sapficoconsultant. The settlement profile contains a range of control parameters for settlement.Click on Update the following:- Click on 2.com . Assign the allocation structure Z1 to the settlement profile. Click on PS Configuration Page 96 of 122 www.13 Create Settlement Profile IMG à Project System à Costs à Automatic and Periodic Allocationsà Settlement à Create Settlement Profile Here you create a settlement profile for settling costs from networks to the WBS elements.

Update the following:- Click on 2.sapficoconsultant.com .14 Specify Default Settlement Profile for Project Definition IMG à Project System à Costs à Automatic and Periodic Allocationsà Settlement à Create Settlement Profile Here you assign the settlement profile Z9 created in the Investment management material to the project definition. PS Configuration Page 97 of 122 www.

You enter the sequence in which the settlement rule is determined for each strategy: • • • Copy the settlement rule from the WBS element Copy the settlement rule from the project definition Generate a settlement rule to the WBS element PS Configuration Page 98 of 122 www. You must define the strategy for the settlement rule in the parameters for the network type.com .15 Define Strategies for Determining Settlement Rules IMG à Project System à Costs à Automatic and Periodic Allocationsà Settlement à Define Settlement Rule for Network à Define Strategies for Determining Settlement Rules Here you define a strategy to determine the settlement rule in the network.sapficoconsultant.Update the following:- Click on 2.

sapficoconsultant.• • Generate a settlement rule by default (predefined by the system) Maintain a settlement rule manually The SAP standard strategies for settlement rule are given below Take a drop down in the field Typ We have assigned the strategy 03 in the parameters for network type Z901 and Z902 in the earlier step which can be seen below PS Configuration Page 99 of 122 www.com .

The assignment regulates control of the settlement rule for activities created later in the network.We have assigned 03 default rule which has automatic generation of settlement rules.com .16 Assign Strategies and Default Rules to Network Types IMG à Project System à Costs à Automatic and Periodic Allocationsà Settlement à Define Settlement Rule for Network à Assign strategies and default rules to network types Here you assign a strategy and a default rule to the network type. 2. PS1 is SAP standard default rule for network to WBS elements settlement.sapficoconsultant. PS Configuration Page 100 of 122 www.

com .17 Specify Default Settlement Profiles for Networks IMG à Project System à Costs à Automatic and Periodic Allocationsà Settlement à Define Settlement Rule for Network à Specify Default Settlement Profiles for Networks We assign the settlement profile ZNWBS9 created by us earlier to the network type Z901 and Z902. Update the following:- Click on PS Configuration Page 101 of 122 www.sapficoconsultant.2.

The strategy is used to determine: To which objects the settings apply: Ø Billing element Ø Account assignment element Ø Neither Click on Select Double click PS Configuration Page 102 of 122 www.2.18 Determine Strategy for Settlement Rule IMG à Project System à Costs à Automatic and Periodic Allocationsà Settlement à Settlement Rule for Work Breakdown Structure Elementà Determine Strategy for Settlement Rule Here you define the strategy for automatic generation of settlement rules.sapficoconsultant.com .

com .sapficoconsultant.Click on Update the following:- Click on PS Configuration Page 103 of 122 www.

for example.com .2. contains the following control parameters: PS Configuration Page 104 of 122 www.sapficoconsultant. Update the following:- Click on 3 Dates 3.1 Define Parameters for WBS Scheduling IMG à Project System à Dates à Date Planning in WBS à Define Parameters for WBS Scheduling The profile for WBS scheduling.19 Assign Strategy to Project Profile IMG à Project System à Costs à Automatic and Periodic Allocationsà Settlement à Settlement Rule for Work Breakdown Structure Elementà Assign Strategy to Project Profile Here you assign the strategy Z1 to our project profile.

Click on Update the following:- Click on PS Configuration Page 105 of 122 www.ü whether the dates are to be recalculated automatically when saving ü whether the error log is displayed automatically if errors were determined during scheduling ü the number of days the start may be in the past ü whether basic dates are to be adapted if the earliest or latest dates of the network change ü maximum reduction level for reduction The profile for WBS scheduling is stored in the project profile.sapficoconsultant.com .

4.1.1 Define Checking Rules IMG à Project System à Material à Availability Checkà Define Checking Rules There are standard checking rules available in SAP system. You can specify: • which elements relevant to MRP (goods receipts/goods issues) are taken into account (for example purchase requisition.1 Availability check Here we configure all the settings necessary to configure the material availability check in networks.com .4 Material 4. The checking rule relevant for us is PS as shown below 4.1.sapficoconsultant. purchase order) PS Configuration Page 106 of 122 www.2 Define Checking Scope IMG à Project System à Material à Availability Checkà Define Checking Scope Checking group and checking rule determine the checking scope.

com .sapficoconsultant.• • which stock categories are taken into account whether replenishment lead time is checked Checking rule PS is maintained for : 01 Daily requirement 02 Individual requirement CH Batches PS Configuration Page 107 of 122 www.

sapficoconsultant.com .PS Configuration Page 108 of 122 www.

4.1. PS Configuration Page 109 of 122 www.sapficoconsultant.2 Define Checking Control IMG à Project System à Material à Availability Checkà Define Checking Control Here you define the control for the availability check of materials.com . production resources/tools and capacities. Which check rule is to be used and whether a check is to be carried out. for example. whether the check is to take place when creating or releasing a network. is specified depending on plant and network type and the business transaction.

sapficoconsultant.com .Click on Update the following:- Click on Click on PS Configuration Page 110 of 122 www.

sapficoconsultant.Update the following:- Click on PS Configuration Page 111 of 122 www.com .

com .sapficoconsultant.Click on Update the following:- Click on PS Configuration Page 112 of 122 www.

Click on Update the following:- Click on PS Configuration Page 113 of 122 www.com .sapficoconsultant.

com . You can specify the following parameters: ü ü ü ü when confirming.5 Confirmation 5. a final confirmation is automatically proposed the dates of the confirmation may lie in the future the error log for cost calculation is displayed percentages for the allowed deviation from work and duration Click on Update the following:- PS Configuration Page 114 of 122 www.1 Define Confirmation Parameters IMG à Project System à Confirmation à Define Confirmation Parameters The configurations for the confirmation are specified for each plant and network type.sapficoconsultant.

Click on Click on Update the following:-

PS Configuration

Page 115 of 122

www.sapficoconsultant.com

Click on

6 Final check

6.1 Finally check the Project Profile
IMG à Project System à Structures àOperative Structures à Work Breakdown Structure (WBS) à Create Project Profile

Double click

PS Configuration

Page 116 of 122

www.sapficoconsultant.com

Update the substitution rule we created earlier in the project profile. Also update the status profile we created for WBS elements

PS Configuration

Page 117 of 122

www.sapficoconsultant.com

Click PS Configuration Page 118 of 122 www.sapficoconsultant.com .

Change the items which are encircled Also change the planning methd/basic PS Configuration Page 119 of 122 www.com .sapficoconsultant.

sapficoconsultant.com .Further also change the following:- PS Configuration Page 120 of 122 www.

sapficoconsultant.com .PS Configuration Page 121 of 122 www.

Click on PS Configuration Page 122 of 122 www.sapficoconsultant.com .

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