EHP4 for SAP ERP 6.

0 March 2010 English

Internal Product Development (210)
Business Process Documentation

SAP AG Dietmar-Hopp-Allee 16 69190 Walldorf Germany

SAP Best Practices

Internal Product Development (210): BPD

Copyright
© 2010 SAP AG. All rights reserved. No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP AG. The information contained herein may be changed without prior notice. Some software products marketed by SAP AG and its distributors contain proprietary software components of other software vendors. Microsoft, Windows, Excel, Outlook, and PowerPoint are registered trademarks of Microsoft Corporation. IBM, DB2, DB2 Universal Database, System i, System i5, System p, System p5, System x, System z, System z10, System z9, z10, z9, iSeries, pSeries, xSeries, zSeries, eServer, z/VM, z/OS, i5/OS, S/390, OS/390, OS/400, AS/400, S/390 Parallel Enterprise Server, PowerVM, Power Architecture, POWER6+, POWER6, POWER5+, POWER5, POWER, OpenPower, PowerPC, BatchPipes, BladeCenter, System Storage, GPFS, HACMP, RETAIN, DB2 Connect, RACF, Redbooks, OS/2, Parallel Sysplex, MVS/ESA, AIX, Intelligent Miner, WebSphere, Netfinity, Tivoli and Informix are trademarks or registered trademarks of IBM Corporation. Linux is the registered trademark of Linus Torvalds in the U.S. and other countries. Adobe, the Adobe logo, Acrobat, PostScript, and Reader are either trademarks or registered trademarks of Adobe Systems Incorporated in the United States and/or other countries. Oracle is a registered trademark of Oracle Corporation. UNIX, X/Open, OSF/1, and Motif are registered trademarks of the Open Group. Citrix, ICA, Program Neighborhood, MetaFrame, WinFrame, VideoFrame, and MultiWin are trademarks or registered trademarks of Citrix Systems, Inc. HTML, XML, XHTML and W3C are trademarks or registered trademarks of W3C®, World Wide Web Consortium, Massachusetts Institute of Technology. Java is a registered trademark of Sun Microsystems, Inc. JavaScript is a registered trademark of Sun Microsystems, Inc., used under license for technology invented and implemented by Netscape. SAP, R/3, SAP NetWeaver, Duet, PartnerEdge, ByDesign, Clear Enterprise, SAP BusinessObjects Explorer, and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP AG in Germany and other countries. Business Objects and the Business Objects logo, BusinessObjects, Crystal Reports, Crystal Decisions, Web Intelligence, Xcelsius, and other Business Objects products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP France in the United States and in other countries. All other product and service names mentioned are the trademarks of their respective companies. Data contained in this document serves informational purposes only. National product specifications may vary. These materials are subject to change without notice. These materials are provided by SAP AG and its affiliated companies ("SAP Group") for informational purposes only, without representation or warranty of any kind, and SAP Group shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP Group products and services are those that are set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty.

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SAP Best Practices

Internal Product Development (210): BPD

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SAP Best Practices

Internal Product Development (210): BPD

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

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SAP Best Practices

Internal Product Development (210): BPD

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

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

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

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

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

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

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

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

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

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

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

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

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

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

7. 6. Procedure 1. Close the application you opened in the previous step. Double-click Project: Product Development – P-O1000. all the WBS elements for the project are released automatically for account assignment. Expand the view below the document icon and select the original document below it. This means that hours worked and material procurement. you check how the specification documents appear in the project. 12. 11. 4. if this is not already open. choose Display Original Appl. Result As a result of releasing the project definition. 5. This was created by linking the document in the previous step. 3. 13. You then release the project so that those involved in the project can confirm their working hours. This also enables you to collect the costs incurred by the project. ensure that the Acct asst elem. 14. In the project structure. choose Last Projects Processed. Choose Expand All to show all the WBS elements. 8. File. On the Basic data tab. Access the transaction choosing one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI) SAP ECC menu Transaction code Logistics  Project System  Project  Project Builder CJ20N Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role Business role Business role menu Project Manager (SAP_NBPR_PROJECTMANAGER-M) Project Management Project Planning Project Project Builder 2.3 Use Releasing Project In this step. select the project definition Project: Product Development. This indicator specifies that costs can be assigned to the WBS element. Under Worklist: Description. indicator is checked. © SAP AG Page 19 of 54 . Repeat steps 6 and 7 for all other WBS Elements. The file is opened. 10. under Function(s).1.SAP Best Practices Internal Product Development (210): BPD 4. Details for this WBS element are displayed in the right screen area. Or Choose Exit (Shift+F3) and confirm the Business client message with Yes to return to SAP Home (SAP NetWeaver Business Client). On the right screen area. an entry for the document Specification for new product is below the highest WBS element Product Development. if this is not already selected. In the project structure on the left. In the project structure. choose the WBS element Product Development. 9. Choose Back to return to the SAP Easy Access screen (SAP GUI). Choose Worklist. and go return to the project builder. Choose Edit → Status → Release from the SAP menu (SAP GUI) to release the project for account assignment or (NWBC More…→) Edit → Status → Release (Ctrl + F2).

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

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

5. and copy the file: CAD_Drawing_New_Product_EN_BE. 4. In this step. 2. 4. Start EasyDM on your local system. Checking mechanisms prevent inconsistent datasets. 6. Integration Linking a CAD system and the CAD Desktop in the SAP system enables you to manage all components designed in the CAD system. the CAD drawings are checked into the document management system (DMS). for example. Choose the Project: Product Development folder. for example. If asked for the storage location select DMS_C1_ST – Default Storage DMS (main files). If asked for the workstation application. Access to CAD objects is coordinated by versioning and status management in such a way that simultaneous work by multiple users (concurrent engineering). 3.3 Use Creating Document Info Record You have finished designing the new product in your CAD system.2. 3. The advantages of this are: 1. Open the following folder on the documentation DVD: \MISC\Baseline_Package\Belgium\SAP_DI. or make changes themselves. All authorized users have access to the CAD objects (originals) stored in a central secure storage area. and avoid redundant workflows. 4. the engineering department will create a document info record and assign a CAD drawing to the header material (F326). You can choose Use This Storage Category for all Files to specify this location as the default for future use. is possible without inconsistency or loss of data. This enables you to reduce redundant work steps. Choose the Public Root Folder. on an assembly. A document BOM is available in the system. 7. 8. You can load original application files that belong together from the SAP system through the CAD Desktop to the CAD system. For more information. select DOC – Document and choose OK. see the Configuration Guide for Configuration and Setup of Easy Document Management System (EasyDM) (223).SAP Best Practices Internal Product Development (210): BPD Partner companies develop the corresponding interfaces.doc. and offer possible solutions in case of conflicts. © SAP AG Page 22 of 54 . Support for concurrent engineering and versioning enables the simultaneous processing of. 2. where you can save the different processing statuses in the system. Paste the copied document into the empty space of the Project: Product Development folder in the EasyDM window. an assembly by several users. where you can process or display them directly. and can therefore follow the development process. Enter the log-on data for your system. Result With full CAD integration. CAD Desktop allows the easy creation of the necessary material masters and material BOM. Procedure 1.

The new document info record is shown in your folder Project: Product Development. is represented by a graphical BOM document. To perform this activity. The BOM structure for your new product. replace the file-name with the following description: CAD Drawing for Product F326. Step Create Finished Material (FERT) for Non-Configurable Materials Master Data Header Field name Plant User action and values 1000 Comment View: Basic Data Field name Material Description for material User action and values F326 FIN326.SAP Best Practices Internal Product Development (210): BPD 9.28) Depending on how you want to manufacture your new product. Depending on how you want to manufacture your new product. the Make-to-Stock material is used as an example. you have several options to create your finished good. A reference to the change number (ECM) is included. you have successfully created the document info record with the CAD drawing received from the engineering department.MTSDI. In the change number field. enter the number you noted in the step Creating Engineering Change Master (ECM). derived from the CAD design process.4 Use Creating Material Master for Header Material You have finished designing the new product in your CAD system. 11. Comment Base Unit of Measure PC View: Accounting Data © SAP AG Page 23 of 54 . you have several options to create your finished good.2.SerialNo In this scenario.BatchFifo. process the following steps using the master data from this document (see also table below): Steps to process from scenario Create Finished (FERT) Material for NonConfigurable Materials (155. Result Using EasyDM. In the dialog box. In the description field. All the components used in your new product need to have a material master record in the SAP ERP system. 12.PD. Choose OK. 4. choose Office-Documents (YBO) as Document Type. You now create the new material master record for the header material of the newly designed product. 10.

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

8. 3. Result Using EasyDM. On the Create Material Revision Level: Initial screen. 4. The document type is configured so that the status could be changed back to In Work (IW). enter the material number F326. 5. 11. 10. Confirm with Enter. The new document info record is shown in your Project: Product Development folder. 9. Choose CAD Drawing for Product F326. Choose the Material Master sub tab. Choose OK. prohibiting further changes to the document. Choose the Object Links tab. 6. Choose the Project: Product Development folder. 7. you have successfully linked the document info record with the header material. 13. Access the transaction choosing one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI) SAP ECC menu Transaction code Logistics  Production  Master Data  Engineering Change Management  Revision Level  Material Revision Level  Create CC11 Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role Business role Business role menu Engineering Specialist (SAP_NBPR_ENGINEER-S) Engineering → Master Data → Material Master → Create Material Revision Level 2.6 Assigning Revision Level to Header Material of New Product Use The revision level is a label allowing the simple identification of the version of the material master and BOM. Procedure 1. Choose the Document Data tab. 12. © SAP AG Page 25 of 54 . Open the menu for Status. allowing further changes.2. Enter F326 as material number. The document has been released and is now in a locked status.SAP Best Practices Internal Product Development (210): BPD 4. Revision levels do not allow differentiation of stock. Choose Released (RE). Right-click and choose SAP Properties.

Save your entries.2. two BOM uses are relevant. A system message appears in the status bar informing you that the revision level has been assigned. Choose Back to return to the SAP Easy Access screen (SAP GUI). use: 3 – Universal. 7. enter the change number you created previously. process the following steps using the master data from this document (see also table below): Steps to process from scenario Create New Bill of Material (155. The production BOM does not use ECMs and thus not have the historical requirement. Copying from one usage to the other usage would then be unnecessary. allowing a close control over changes. Result A new revision level has been assigned to the material master. to record the change history. you create a BOM with use 2 – Engineering/Design. The next available revision level (A) is assigned to the material.37) Step Create New Bill of Material Master Data Header Field name Material User action and values F326 Comment Make-to-Stock Material © SAP AG Page 26 of 54 . then an ECM is mandatory for any future changes. This procedure allows for BOMs with different structures in engineering and in production. the engineering BOM is created and changed with engineering change masters (ECMs). You now create the bill of material for the new product. In this step. Once you have used an ECM to create or change a BOM. Or Choose Exit (Shift+F3) and confirm the Business client message with Yes to return to SAP Home (SAP NetWeaver Business Client). 4. Procedure To perform this activity. 6.SAP Best Practices Internal Product Development (210): BPD 4.7 Use Creating Material BOM Now that you have created the material master record for the new product. Once the engineering and design process is finished. 5. this BOM is copied to a second BOM with the same material number but with use 1 – Production. In this scenario. you must create the material BOM in the system. Alternatively you could work with only one BOM. You cannot assign any further revision levels to this material using the same change number. On the Create Material Revision Level: Detail screen. Choose Enter. In this scenario.

Engineering Comment Engineering BOM required for this process. As with BOMs. Master Data Item BOM Item Number 010 020 030 040 050 060 070 080 090 100 BOM Component S21 S22 R122 R128 R120 S23 S325A S124 R20 R27 Component quantity Component unit of measure 100 100 100 100 100 100 100 100 100 100 PC PC PC PC PC PC PC PC PC PC Result You have created the BOM for the new product. This routing is required for the cost calculation in the next step. once you have used an ECM to create or change it. routings are created and changed without ECM.8 Use Creating Routing The purpose of this activity is to create a routing for the new material (PLM Finished Product).2. Routings can also be created and changed with reference to an ECM. In this scenario.SAP Best Practices Internal Product Development (210): BPD Master Data Header Field name BOM Usage User action and values 2 . Here. 4. process the following steps using the master data from this document (see also table below): Steps to process from scenario Create Routing (155. Procedure To perform this activity.39) Step Create Routing © SAP AG Page 27 of 54 . you always need an ECM for further changes. you create new routings.

For Op.9 Use Activating Change Number All changes done with reference to the ECM are now finished. You activate the changes by bringing forward the date of the ECM to the current date. 4. An inactive ECM cannot be changed or used. Access the transaction choosing one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI) SAP ECC menu Transaction code Logistics  Production  Master Data  Engineering Change Management  Change Number  Change CC02 © SAP AG Page 28 of 54 . To make sure that this ECM will not be accidentally used later on.2.SAP Best Practices Internal Product Development (210): BPD Master Data Header Field name Material Plant User action and values F326 Plant 1 (1000) Comment Create Routing: Operation Overview Screen Field name Operat. Setup Unit Activity Type Machine Unit Activity Type Labor Unit Activity Type User action and values 0010 ASSEMBLY YBP1 Assembly 1 PC 30 MIN 3 10 MIN 1 10 MIN 11 Comment Result You have created the necessary routing. all the changes carried out remain active. the status is set to 2 – Inactive. Work center Control key Description Base Quantity Unit of Meas. The status Inactive will lock the ECM. Procedure 1. Even though the status is called Inactive.

choose More… → Goto → Object → All Objects (F7). Save your entries and go Back (F3) to the SAP Easy Access Screen. status field to 2(Inactive). Procedure To perform this activity. If you want to see all the objects you have changed using this ECM choose Goto → Object → All Objects (F7) from the SAP menu. Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role Business role Business role menu Engineering Specialist (SAP_NBPR_ENGINEER-S) Engineering → Change Management → Change Number 1. choose < your change number > (as noted before). 2.2. Choose Enter. choose Today (F2). process the following steps using the master data from this document (see also table below): © SAP AG Page 29 of 54 . To return to the header choose Goto → Change Header (F5) from the SAP menu. 7. Save your entries. 6. Internal Product Development (210): BPD 4. Change the value in the Change no. To return to the header choose More… → Goto → Change Header (F5). in the Description field group. 8. 5. 6. In the Shift Date dialog box. Confirm the Log Off message with Yes to return to SAP Home. status field to 2(Inactive). 4. 7. Result All changes have been activated. 3. 5. On the Change Number screen. On the Change Change Master: Change Header screen. On the Change Change Master: Change Header screen. If you want to see all objects you have changed using this ECM. In the Shift Date dialog box. choose Shift Date. Enter the change number noted before. choose Shift Date. 4. in the field group Description. Choose Change Change Master. Choose Exit. 3.10 Use Creating Cost Estimate with Quantity Structure The purpose of this activity is to create material cost estimation with a quantity structure. choose Today (F2).SAP Best Practices 2. The ECM has been locked by setting its status to Inactive. Change the value in the Change no.

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

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

11. Choose SAP Properties. Choose OK to save your changes. The folder shows two entries for the CAD drawing. Released (RE). is displayed. Procedure 1. 14. Choose Create New Version. Choose Change Status. the header material receives a new revision level. to easily identify the new version. On the Document Data tab. If asked for the storage location. The old CAD drawing needs to be replaced by the new one. 16.3 Use Assigning Revision Level In this activity. 12. 7. 10.3. If asked for the workstation application. At the bottom of the window choose Delete Selected File(s) to remove the outdated original. The only attainable status. 4. Result You have used EasyDM to create a new version of the document info records in SAP DMS. of the new Display Document window.doc (the file can be found under the following path on the documentation DVD: \MISC\Baseline_Package\Belgium\SAP_DI). select DOC – Document and choose OK. Choose this status to release the document info record (DIR). enter the new change number (ECM) you created in the previous step in the change number field. Select several DIRs and use the right-click menu. one for version 01 and one for version 02. Access the transaction choosing one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI) SAP ECC menu Transaction code Logistics  Production  Master Data  Engineering Change Management  Revision Level  Material Revision Level  Create CC11 Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role Business role Business role menu Engineering Specialist (SAP_NBPR_ENGINEER-S) Engineering → Master Data → Material Master →Create Material © SAP AG Page 32 of 54 . 13. 9. The object link to the material has been carried over to the new version. Choose Add a New File and browse to the specification: CAD_Drawing_after_Design_change_EN_BE. 15. 17. Do not choose OK yet. The new version can be released immediately. Right-click on the new version. EasyDM allows you to change the status for several DIRs at once. 8. The existing document info record is copied to a new version 02.SAP Best Practices Internal Product Development (210): BPD 6. You changed the status of the new version to Released. select DMS_C1_ST – Default Storage DMS (main files). Right click the new version (with status In Work). Choose Open to add the file.

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

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

by which change number.SAP Best Practices Internal Product Development (210): BPD 4. which shows the new component S325B. and Chg No. make the following entries: Field name Material Plant BOM usage Valid From Description 3. Or Choose Exit (Shift+F3) and confirm the Business client message with Yes to return to SAP Home (SAP NetWeaver Business Client). The first line item 70 is valid from today (if you activated the first change number today) and valid up to the date you picked in the second change number. Item 0070 is shown twice. Result You have checked the changes to your BOM. Access the transaction choosing one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI) SAP ECC menu Transaction code Logistics  Production  Master Data  Bills of Material  Bill of Material  Material BOM  Display CS03 Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role Business role Business role menu Engineering Specialist (SAP_NBPR_ENGINEER-S) Engineering → Master Data → BOM → Display Material BOM User action and values F326 Plant 1 (1000) 2 ! Engineering Replace today’s date with an exclamation mark. you change these dates accordingly. Comment 2. 4. The Valid from. © SAP AG Page 35 of 54 . On the Display material BOM: Initial Screen. Procedure 1.To columns indicate when each item was introduced. This shows the complete history and future with all ECM-changes of the BOM. 5. The BOM is listed with its items in the Display material BOM: General Item Overview screen. and by which change number. Valid to. Change No. By activating the change number in a later step. Confirm with Enter. and when it was replaced.5 Use Displaying BOM You display the BOM to check the change.3. Choose Back to return to the SAP Easy Access screen (SAP GUI). The same date is shown as valid from in the second line item 70.

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

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

Depending on your company demands. On the Copy From… screen. Procedure 1. These include the following: • • Flexibility to change the production BOM as required (without a change number) Pooling several identical items due to planning requirements (MRP) This procedure could also be handled automatically by a workflow step or an exit routine while setting the BOM status or setting the revision level. Comment © SAP AG Page 38 of 54 .SAP Best Practices Internal Product Development (210): BPD 4. The bill of materials used up to this point in the process has been designated as use 2 (engineering BOM). Access the transaction choosing one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI) SAP ECC menu Transaction code Logistics  Production  Master Data  Bills of Material  Bill of Material  Material BOM  Create CS01 Option 2: SAP NetWeaver Business Client (SA P NWBC) via Business Role Business role Business role menu Engineering Specialist (SAP_NBPR_ENGINEER-S) Engineering → Master Data → BOM → Create Material BOM Description User action and values F326 Plant 1 (1000) 1 Leave this field empty. Do not choose Enter. (F7). there are several reasons for copying an engineering BOM to a production BOM with use 1. To automate this process in practice. you create a report that copies the BOM and includes some additional functionality like BOM pooling.8 Use Creating Production BOM from Engineering BOM This step is normally performed by the work scheduling department. make the following entries: Field name Material Plant BOM usage Alternative BOM Change number Revision level Description User action and values F326 Plant 1 (1000) 2 Leave this field empty. instead choose Copy From…. On the Create Material BOM: Initial Screen. 4.3. Comment 2. Leave this field empty. make the following entries: Field name Material Plant BOM usage Alternative BOM 3. Leave this field empty.

7. Choose Next Item to switch to the next item in the BOM. Access the transaction choosing one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI) SAP ECC menu Transaction code Logistics  Production  Master Data  Bills of Material  Bill of Material  Material BOM  Change CS02 Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role Business role Business role menu Engineering Specialist (SAP_NBPR_ENGINEER-S) Engineering → Master Data → BOM → Change Material BOM User action and values F326 Plant 1 (1000) 1 Leave this field empty Production Comment PLM Header Material 2. Choose Enter. On the Change material BOM: Initial Screen. select all the items you want to copy to the new material BOM by choosing Select all and then Copy (F5).SAP Best Practices 5. Select the Status/Lng Text tab and make the following entry: Field name CostingRelevncy Description Relevant to costing User action and values X Comment Set as 100% relevant for costing. Result You have created a material BOM with use 1 (production). make the following entries: Field name Material Plant BOM usage Change Number 3. On the Create Material BOM: Copy from screen. Choose Back to return to the SAP Easy Access screen (SAP GUI). you make all the items of the new material BOM costing-relevant before calculating the material costs of the new product. Or Choose Exit (Shift+F3) and confirm the Business client message with Yes to return to SAP Home (SAP NetWeaver Business Client). Choose Item (F7).3.9 Use Making BOM Costing Relevant In this activity. Internal Product Development (210): BPD 6. Choose Enter. Procedure 1. 5. Choose Select All to mark all items. © SAP AG Page 39 of 54 . All the components of the new material BOM with usage 1 (production) are displayed. Description 7. 4. 4. 6.

You now want to calculate the cost of the new product.3. It enables you to monitor all the business processes concerning employees’ tasks.10 Use Proceeding Standard Cost Calculation You have finished the product design. Choose Back to return to the SAP Easy Access screen (SAP GUI). The Cross-Application Time Sheet (CATS) is a cross-application tool for recording working times and tasks. Result Cost calculation is complete. Or Choose Exit (Shift+F3) and confirm the Business client message with Yes to return to SAP Home (SAP NetWeaver Business Client). Procedure To perform this activity. Result You have made the BOM relevant for costing.4.4 Project Management II 4. Internal Product Development (210): BPD 9. 4. There are two ways of doing this: 1) If you are using HR and have a mini-master record. 2) If you are not using HR.SAP Best Practices 8. to calculate a price for the new product.1 Use An employee in the company has spent time working on the project. Repeat steps 7 and 8 for all items. process the following steps using the master data from this document (see also table below): Steps to process from scenario Prerequisite Process Steps (154) Step Product costing run Master Data Field name Material Description User action and values F326 Comment Total cost of goods manufactured _______________ EUR. 4. Recording Working Hours © SAP AG Page 40 of 54 . choose Direct Activity Allocation and move the cost from a Cost Center to the Project. you can use the Cross-Application Time Sheet to record the time. and wants to record their working hours.

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

The status is now set to Approved. Procedure 1.3 Use Transferring Recorded Data to Controlling Even though the working hours have been approved by the project manager. 5. Access the transaction choosing one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI) SAP ECC menu Transaction code Accounting  Project System  Progress  Confirmation  Time Sheet  Approval  Approve Working Times CATS_APPR_LITE Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role Business role Business role menu Project Manager (SAP_NBPR_PROJECTMANAGER-M) Project Management → Project Execution → Time Management → Approve Working Times Description User action and values Current Year 999302 20 Comment 2. 4.4. Access the transaction choosing one of the following navigation options: © SAP AG Page 42 of 54 . The purpose of this activity is to transfer the approved data to the Controlling.2 Use Approving Working Hours The project manager checks who carried out additional and unplanned work on the project.SAP Best Practices Internal Product Development (210): BPD Result You have entered working times for the assigned WBS Element. make the following entries: Field name Reporting Period Personnel Number Processing Status 3. Procedure 1. Choose Back to return to the SAP Easy Access screen (SAP GUI). Choose Execute (F8). On the Approve Working Times screen. 4. Result The times you entered above are approved and can now be transferred to controlling. the data is not yet visible in the project system.4. Select the line and choose Approve. 4. Or Choose Exit (Shift+F3) and confirm the Business client message with Yes to return to SAP Home (SAP NetWeaver Business Client). Then he or she approves this expenditure before it is posted to the project.

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

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

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

2 Option 2 Actual settlement Project to Asset Management If you have decided to capitalize the development costs go on with step 4.2.5.2. Choose Edit → Status → Complete Technically → Set from the SAP menu (SAP GUI) to or in the SAP NetWeaver Business Client. Under Worklist: Description.2. In this case do not proceed the step 4. In this case do not proceed the step 4. Access the transaction choosing one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI) SAP ECC menu Transaction code Logistics  Project System  Project  Project Builder CJ20N Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role Business role Business role menu Project Manager (SAP_NBPR_PROJECTMANAGER-M) Project Management  Project Planning  Project  Project Builder 2. 5.2. 4.5.5.2. 4. Result As a result of setting the status of the project to TECO (technically completed) the project can now be settled to profitability analysis (CO-PA). In the following chapters both options are described • If you have decided to settle the development costs to the Profitability Analysis go on with step 4. 7. Choose Back to return to the SAP Easy Access screen (SAP GUI). if not already open.5. This means the whole costs of the development project are posted incoming relevant. The following steps are relevant © SAP AG Page 46 of 54 .SAP Best Practices Internal Product Development (210): BPD Procedure 1. 6.5. Or Choose Exit (Shift+F3) and confirm the Business client message with Yes to return to SAP Home (SAP NetWeaver Business Client). choose Last Projects Processed. if not already chosen.1 Option 1: Actual Settlement Project to Profitability Analysis (CO-PA) In this case the development project will be settled to the profitability analysis. Double-click Project: Product Development – P-O1000.5. choose More…→ Edit → Status → Complete Technically → Set.1 Option 1 Actual Settlement Project to Profitability Analysis.1 Option 1 Actual Settlement Project to Profitability Analysis • 4.2 Actual Settlement Project Depending on the execution of the capitalization and valuation option you have for development efforts the project can be settled to the Profitability Analysis or can be booked to an intangible asset. Choose Worklist. 3.2 Option 2 Actual settlement Project to Asset Management. Select the project definition.

2 Option 2 Actual settlement Project to Asset Management 4. Choose Next List Level. enter <your Controlling Area> and choose Enter.1.2. that is. A default settlement strategy.5. make the following entries: Field name Project Definition With Hierarchy Period Fiscal Year Test Run Detailed Lists 4. 5. must be defined for settlement generation to occur. The settlement rules determine the controlling object that will receive the revenues and costs of the project.SAP Best Practices Internal Product Development (210): BPD Prerequisites You don´t want to proceed the step 4. settlement rule determination based on certain project criteria.1 Use Generating Settlement Rule This transaction automatically generates the settlement rules in the project. Or Description Key identifying project definition User action and values Enter Project definition number (for example. 6. Procedure 1. On the Generate Settlement Rules: WBS Elements screen.2. Prerequisites The settlement rule of the project may be generated at any time once you have created the project.5. 3. Choose Back to return to the SAP Easy Access screen (SAP GUI). In the Set Controlling Area dialog box. Choose Execute. Access the transaction choosing one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI) SAP ECC menu Transaction code Accounting  Project System  Financials  Period-End Closing  Single Functions  Settlement Rule  Individual Processing CJB2 Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role Business role Business role menu Project Manager (SAP_NBPR_PROJECTMANAGER-M) Project Management → Project Execution → Financials → Generate Settlmt Rule: Indiv. PO1000) Select Current period Current fiscal year Deselect Select Comment Includes all sub items below project definition Period signifying the start of the analysis Fiscal year Simulation control Generates list of the updated database records © SAP AG Page 47 of 54 . 2.Proc.

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

2. The following steps are relevant. Useful live 5 © SAP AG Page 49 of 54 . You now want to capitalize the development efforts for the new product.1 Use Creating a New Intangible Asset You have finished the product development.2 Option 2: Actual Settlement Project to Asset Management In this case the development project will be capitalized.1 Option 1 Actual settlement Project to Profitability Analysis If You have executed chapter 4. Procedure To execute this activity. There for you have to create a new intangible asset in the asset management. Key SLIN. Prerequisites You don´t have proceed the step 4. Result The project is settled.5. process the following steps using the master data from this document (see also table below): Steps to process from scenario Asset Accounting Steps (162) Step Master data maintenance Master Data Field name Asset Class Description Cost Center Description User action and values 210000 Development for <name of the Product> 1501 Cost Center R&D for posting the depreciation Comment DepKey Depr. The posting of the project are not directly incoming relevant. Over the useful life of the intangible asset by posting the depreciation the development project will become incoming relevant.5. 4. Detail List 4.1 go on with chapter 4.2.2.5. Choose Execute.5.Area 01 IAS depreciation Dep.5. Select this option.2.2. This means the development project is posted to an intangible asset in the asset management.SAP Best Practices Internal Product Development (210): BPD errors.3 Close Completed Project 4.

On the Maintain Settlement Rule: Overview screen. if not already open. Double-click the Project: Product Development – P-O1000. Under Project structure description: Select the project definition and select expand all. Useful live 5 60 Result The asset master record has been created under the number you specified in company code 1000. Key SLIN. Useful live 5 Dep. Key SLIN. Choose Edit → Costs → Settlement rule. enter the following data: Field name Cat Description Account assignment category User action and values FXA Comment The receiver is an Asset master record © SAP AG Page 50 of 54 . 8. You can create a settlement rule to book the project costs to an asset master record in the asset management.5.SAP Best Practices Internal Product Development (210): BPD Master Data 20 30 LOCG depreciation IAS depreciation in group currency Delta 01-20 Dep. Useful live 5 Dep. if not already chosen. Procedure 1.2. Choose Worklist.2. 6. 4. 3. 4. Key SLIN. choose Last Projects Processed. Access the transaction choosing one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI) SAP ECC menu Transaction code Logistics  Project System  Project  Project Builder CJ20N Option 2: SAP Net Weaver Business Client (SAP NWBC) via Business Role Business role Business role menu Project Manager (SAP_NBPR_PROJECTMANAGER-M) Project Management  Project Planning  Project  Project Builder 2. Prerequisites You have created an asset master record in the asset management. Mark the WBS element P-O1000-03 (Development) 7. 5. Under Worklist: Description.2 Use Maintaining Settlement Rule In this procedure you create manually a new settlement rule.

enter the Controlling Area (1000) 3. Internal Product Development (210): BPD The asset master record number 10. Choose Back to return to the screen Project Builder: P-O1000.SAP Best Practices Settlement receiver 9.2. The project has the status TECO (technically completed). for example P-O1000 <Selected> <Current period> <Current fiscal year> <Current period> 1 Automatic Comment © SAP AG Page 51 of 54 .2. On the Actual Settlement: Project/WBS Element/Network screen. 4. 2.3 Use Actual Settlement Project to Asset Management The project must be capitalized.5. Or Choose Exit (Shift+F3) and confirm the Business client message with Yes to return to SAP Home (SAP NetWeaver Business Client). Prerequisites Project created and postings incurred. Choose Back to return to the SAP Easy Access screen (SAP GUI). Procedure 1. If the Set Controlling Area dialog box appears. enter the following data: Field name Project With Hierarchy Settlement period Fiscal Year Posting Period Processing Type Description User action and values Name of your project. Choose Enter. 11. Access the transaction choosing one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI) SAP ECC menu Transaction code Logistics → Project System → Financials → Period-End Closing → Single Functions → Settlement → Individual Processing CJ88 Option 2: SAP Net Weaver Business Client (SAP NWBC) via Business Role Business role Business role menu Project Manager (SAP_NBPR_PROJECTMANAGER-M) Project Management → Project Execution → Financials → Settle Projects and Networks: Individual Proc.

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

2 Rerunning the Scenario If you want to work through this process in the system again at a later stage. which provide a comprehensive compilation of all important reports: • • Financial Accounting: SAP ERP Reporting for Accounting (221) Logistics Processes: SAP ERP Reports for Logistics (222) The descriptions of some reports that are an indispensable part of the process flow may be located directly in the section where they belong. carry out the process steps described in one or more of the following scenarios. Reports Report title Costs/Revenues/Expenditures/Receipts Plan/Actual/Variance Actual/Plan/Variance Absolute/ Variance % Transaction code S_ALR_87013531 S_ALR_87013532 S_ALR_87013543 Comment 6.1 SAP ERP Reporting Use The table below lists the reports that you can use to obtain additional information on this business process. note the following: Sub process Notes for working through the value chain again © SAP AG Page 53 of 54 . For more information about the month-end closing procedure. Period-End Closing "General" Plant (181) (optional) Use Additional activities must be carried out for the plant period-end closing. Month-end closing can only be performed once a month. To accomplish subsequent activities of this business process. 6 Appendix 6.SAP Best Practices Internal Product Development (210): BPD 5 Follow-up Processes You have finished all the activities that are part of the business process described in this document. using the master data from this document. see the Business Process Documentation for Period-End Closing Plant. You can find detailed descriptions of the individual reports in the following BPD documents. These are performed collectively as a part of month-end closing.

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

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