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Tool Room Process

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Research And Development

Publisher Information

File
Research and Development
Link 1

Link 2

Link 3

Link 4

Job Role

SAP6.0 EHP-4

Work Instruction
Page: 1 of 26

Tool Room Process

CHANGE HISTORY
Update the following table as necessary when this document is changed.
Date

Name

SAP6.0 EHP-4

Change Description

Work Instruction
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Tool Room Process

Research and Development


TOPIC OBJECTIVES
Business Process Procedure Overview
Background
To capture the Cost of Research and Devlopment.
Scenario
To capture the cost for research and Development
Prerequisites
a) Internal Order to be created for Each Project
b) Time Sheet should entry Mandatory
c) Employee Code for each person working in the research and
development.
Cases
1) The R&D prepares samples internally and for Internal use Only
2) The R&D Prepares samples using Production Process and for Internal
use Only or which could is Sold to the customer free of Cost or
Charged

PROCEDURAL STEPS
Case One
SAP6.0 EHP-4

Work Instruction
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Tool Room Process

Step One: Finance Department receive the request for the Opening up the Project from
the tool room the following activity will be performed by the finance department
Creation of the Asset (CWIP)
Menu Path

SAP Menu Accounting Financial Accounting


Fixed Asset Asset Create

Transaction Code

AS01

Following Screen Appears

Enter the Asset Class as 91000


Press Enter following screen appears

SAP6.0 EHP-4

Work Instruction
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Tool Room Process

Enter the Description of the Project


Business Area
Cost Center
Plant
Note the Asset No.
Step 2
Creation of Internal Order
If the Project is of Research Order Type to be used in ZRND
If the Project id is Devlopment Order Type ZDEV
If the Project is of Product maintenance Order Type ZPDV
Menu Path

SAP Menu Accounting Controlling Master data


Special Function order Create

Transaction Code

KO01

Transacti
on

Program

Screen

Sequence
SAP6.0 EHP-4

Description
Work Instruction
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Tool Room Process

KO01

Creation Of Internal Order

SAP Easy Access

1.

Double click on Transaction Code following Screen opens enter the order type
specific to the Project

SAP6.0 EHP-4

Work Instruction
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Tool Room Process

2.

Press Enter button. The Following Screen Appears

Enter the Controlling Area as SL01

SAP6.0 EHP-4

Work Instruction
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Tool Room Process

3 The Following Screen Appears

Make the Following entries


Business Area
Plant
Profit Center

SAP6.0 EHP-4

Work Instruction
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Tool Room Process

Enter The Settlement Profile as Asset created in Step one By Selecting

Maintain as Shown below

Execute
Eg. 200000

SAP6.0 EHP-4

Work Instruction
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Tool Room Process

Step 3. The raw material used to produce internally will be issued to internal order using
transaction MB1A movement Type 261.
Step 4. Time Sheet will be booked using the Transaction ZRD_TIMESHEET

The Format of the Time Sheet will be as attached with tis Documents

Time Sheet Entry


Manual Time Sheet Entry
Menu Path

SAP Menu Accounting Controlling Cost Center


Accounting Actual Posting Statistical Key Figure
Enter

Transaction Code

KB31N

SAP6.0 EHP-4

Work Instruction
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Tool Room Process

Following Screen Appears


Enter SL01
The Following Screen Appears

SAP6.0 EHP-4

Work Instruction
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Tool Room Process

Select SUBTS on the Screen

Enter The Following values in the time Sheet


The Internal Order for Project:
The StaKf for the Project = The Internal Order
SAP6.0 EHP-4

Work Instruction
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Tool Room Process

The NO of Hours Spend on the Project:


Personal No:
Text for Any Comments:

And Enter
Document No is generated
Costing Activities
To book the Actual value of the Salary
a) A report ZFI_PERNR_AUFNR T-Code ZFI100
Input Fields :
Year :
Month:

b) Distibution Cycle has to be created in which


Sender Cost center (HR)salary and cost Element of Salary.

SAP6.0 EHP-4

Work Instruction
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Tool Room Process

Reciever will be Internal order on the basis of cost distribution will be fixed amount
Now all the cost will get accumulated on internal order which will then be settled on
Asset/Capital Work In Progress (CWIP). Through KO88

Case 2
The R&D Prepares samples using Production Process and for Internal use Only or
which could be Sold to the customer free of Cost or Charged
Creation of the Asset (CWIP)
Menu Path

SAP Menu Accounting Financial Accounting


Fixed Asset Asset Create

Transaction Code

AS01

Following Screen Appears

SAP6.0 EHP-4

Work Instruction
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Tool Room Process

Enter the Asset Class as 91000


Press Enter following screen appears

Enter the Description of the Project


Business Area
Cost Center
Plant
Note the Asset No.

SAP6.0 EHP-4

Work Instruction
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Tool Room Process

Step 2
Creation of Internal Order
If the Project is of Research Order Type to be used in ZRND
If the Project id is Devlopment Order Type ZDEV
If the Project is of Product maintenance Order Type ZPDV
Menu Path

SAP Menu Accounting Controlling Master data


Special Function order Create

Transaction Code

KO01

Transacti
on
KO01

Program

Screen

Sequence

Description
Creation Of Internal Order

SAP Easy Access

SAP6.0 EHP-4

Work Instruction
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Tool Room Process

2.

Double click on Transaction Code following Screen opens enter the order type
specific to the Project

SAP6.0 EHP-4

Work Instruction
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Tool Room Process

3.

Press Enter button. The Following Screen Appears

Enter the Controlling Area as SL01

SAP6.0 EHP-4

Work Instruction
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Tool Room Process

3 The Following Screen Appears

Make the Following entries


Business Area
Plant
Profit Center

SAP6.0 EHP-4

Work Instruction
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Tool Room Process

Enter The Settlement Profile as Asset created in Step one By Selecting

Maintain as Shown below

Execute
Eg. 200000

SAP6.0 EHP-4

Work Instruction
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Tool Room Process

Step 3. Time Sheet will be booked using the Transaction ZRD_TIMESHEET

The Format of the Time Sheet will be as attached with tis Documents
Production of Sample in Production
a) Header material will be created in the Production
b) Proto Bill of material will be created for this headed material ( Refer Process
PP_Proto Bill of material )
c) Routing will be Maintained for this Process
d) Production Order will be created using the Order Type ZP02
e) The Confirmation of the Production using transaction Co11n

Time Sheet Entry


Manual Time Sheet Entry
Menu Path

SAP Menu Accounting Controlling Cost Center


Accounting Actual Posting Statistical Key Figure
Enter

Transaction Code

KB31N

SAP6.0 EHP-4

Work Instruction
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Tool Room Process

Following Screen Appears


Enter SL01
The Following Screen Appears

SAP6.0 EHP-4

Work Instruction
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Tool Room Process

Select SUBTS on the Screen

Enter The Following values in the time Sheet


The Internal Order for Project:
The StaKf for the Project = The Internal Order
SAP6.0 EHP-4

Work Instruction
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Tool Room Process

The NO of Hours Spend on the Project:


Personal No:
Text for Any Comments:

And Enter
Document No is generated
Production of Sample in Production
a) Header material will be created in the Production
b) Proto Bill of material will be created for this headed material ( Refer Process
PP_Proto Bill of material )
c) Routing will be Maintained for this Process
d) Production Order will be created using the Order Type ZP02
e) The Confirmation of the Production using transaction Co11n
Process after Production
a) After the Production the material will be issued to the Internal Order created above if
the material is for internal Use
Costing Activities
To book the Actual value of the Salary
1) A report ZFI_PERNR_AUFNR T-Code ZFI100
Input Fields :
Year :
Month:

SAP6.0 EHP-4

Work Instruction
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Tool Room Process

2) Distibution Cycle has to be created in which


Sender Cost center (HR)salary and cost Element of Salary.
Reciever will be Internal order on the basis of cost distribution will be fixed amount
Now all the cost will get accumulated on internal order which will then be settled on
Asset/Capital Work In Progress (CWIP). Through KO88

b) After the Production the material will be sold using standard SD process
Costing Activities
To book the Actual value of the Salary
1) A report ZFI_PERNR_AUFNR T-Code ZFI100
Input Fields :
Year :
Month:

2) Distibution Cycle has to be created in which


Sender Cost center (HR)salary and cost Element of Salary.
SAP6.0 EHP-4

Work Instruction
Page: 25 of 26

Tool Room Process

Reciever will be Internal order on the basis of cost distribution will be fixed amount
Now all the cost will get accumulated on internal order which will then be settled on
Asset/Capital Work In Progress (CWIP). Through KO88.
c) The material will be sold to Customer as Free Samples.

SAP6.0 EHP-4

Work Instruction
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