Sap Project System Configuration Guide

Project System: IM Configuration Guide

__________________ ____________________________ ___________________ ___________________ __________________ ________ Configuration Document SAP ECC 6.0 for Shasun Chemicals and Drugs Limited, Chennai __________________ ____________________________ ___________________ ___________________ __________________ ________ Dated: Apr 01, 2008

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Document Title:

Configuration Document for SAP ECC 6.0

Document ID : Purpose:

Configuration Document

File Name: Security Classification: Author:

Configuration Document-PS-Shasun Document-PS-Shasun Company Confidential

Approved by: Distribution List:

Harish Gour / Hari Prasad K Shasun Chemicals and Drugs Limited, Chennai SpectraSoft Technologies Technologies Ltd, Chennai. SpectraSoft Technologies Technologies Ltd, Hyderabad.

Version

Ver. No. / Date 1.0 2008-0401

V.Ananthapadmanaban

No

Date of Release

Description

1.0

Apr’ 01, 2008

Configuration

VERSION HISTORY DETAILS Brief Change Detailed Change Description Description Original

Original Document

© 2004 SpectraSoft Technologies Ltd.
















The contents of this document are the property of SpectraSoft Technologies Ltd and are intended for the sole purpose of consumption by Shasun Chemicals and Drugs Limited, Chennai Reproduction, distribution, and modification of this document or any parts thereof, in any form, without the written permission of SpectraSoft Technologies Technologies Ltd are not permitted. Use of this document or parts thereof for purposes other than those agreed by SpectraSoft Technologies Technologies Ltd is i s not permitted.
















Content 1.Project

System: Investment Management Configuration guide.............5 ............ ............ .........6 ...6 2.Define Program Types............................................... ...... ......9 .9 3.Define Person responsible......................................................... ..... Scale.............. .............. ............. ............. .............. ........... .... ................................ ..................................10 ..10 4.Define Scale....... 5.Specify Specify Status Profile....... Profile............. ............. .............. ............. ............ ...... ............................12 .......... ........... ........14 ..14 6.Specify status Authorization........................................ ..... 7.Maintain Planning Profile........................................................... ....15 8.Define Budget Profiles for Investment Programs ..............................16 Layout for Appropriatio Appropriation n Requests ....................... ................ ............18 .....18 9.Define Screen Layout 10.Define Partner Determ. Procedure and Partner Functions.................23 .......... .......... .......... .......26 ..26 11.Define User Status Profile...................................... ..... 12.Define Number Number Assignment. Assignment........ ................................................ .................................................36 ........36 assignment defined.... defined........... ..................................... .............................................37 ...............37 13.Number assignment Maintain Coding Masks for Approp. Request Request Number.................... Number............. ..........38 ...38 14.Maintain 15.Restrict and Convert Convert Coding Mask......................................... ...... ........40 ..40 Planning Profiles for Cost Planning .....................................46 .................................. ...46 16.Define Planning 17.Define Approval Levels for Appropriation Requests .........................50 18.Activate Event-Linkage for Workflow Task......................................55 .......... ........... ........56 ..56 19.Maintain Planning Profiles.......................................... ..... 20.Activate Account Assignment Objects............................................60 21.Create Statistical Cost Elements ..................................................62
















11

Project System: Investment Management Configuration guide

1.1

Purpose

This configuration guide provides the information that you need to manually set up configuration for PS module in mySAP mySAP ECC6.0.
















21

Define Program Types

2.1

Use

In this step you define program types. The program type serves to classify investment programs and contains important control information. When you create a program definition, you have to assign assign each program to a program type. Standard settings SAP provides the standard st andard program type 0001. Activities Define your program types. The following specifications are particularly important: Key and name of the program type In the detail screen: Plan/budget profile Status profile Note that you can no longer change your status profile entry in the program type once programs have been created for the program type. Using the display format, you specify whether the position ID or the short text is used for representing program positions in the lists and in the planning/budgeting functions. CO object class (as of release 3.0, all CO objects have to be assigned to a CO object class, for example indirect costs, product costs, investment costs)


















Appropriation requests Internal orders WBS elements The object types that are allowed here are automatically adopted in the program position. However they can still be limited further there, if necessary.

2.2 Prerequisites Independent activity. activity.

2.3

Procedure

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

Transaction Code

SAP Customizing Implementation Guide Investment Management Investment Programs Master Data Define Program Types SPRO

2. Activities : Copy or Create Program Types Types 3. Overview of data records PType 0001 ZSCD SCD ZSRD ZS RD

Name Sample cap. inv. progr ogram Cap Cap. inv inv. progr rogram am (SC (SCDL) DL) Cap. Cap. inv inv. prog progrram (SCD (SCDL L-R&D -R&D))

Program type

ZSCD

Cap. inv. program (SCDL)


















Exch Rate Type Cons. dim

Inactive Inactive

Program type

ZSRD

Budget Profile

ZP0001

Plan. profile Status Profile Repr.form

ZP0001 Not Selected 1

Object Class Invest. profile Budget Distribution Budget dist Overall Budget dist.annl.vals Assign meas/App.Req Single Assignment Group Reporting Exch Rate Type Cons. dim

PROFT Not Selected Active Active Inactive Inactive Inactive

Assignable Operatives ZSCD - Cap. inv. program (SCDL) Ob Type IQ OR PR

Short Text Appropriation requests Orders WBS elements

Cap. inv. program (SCDLR&D) Cap.inv.program budgeting Cap.inv.program planning ID Cap.inv.prog.position / ID Measure Profit analysis


















31

Define Person responsible

3.1

Use

In this step, you define which employees can be responsible for the entire program or for program positions. You can enter the name of the person responsible in the master data of the respective respec tive program definition/program position.


3.3

Procedure


Transaction Code

SAP Customizing Implementation Guide Investment Management Investment Programs Master Data Allowed Values for Certain Master Data Fields Define Person Responsible OPS6

2. Activities : Create new Entries


















3. Overview of Data Records Respons. Name of resp.person 00000100A Vasanthamurugesh Vasanthamurugesh 00000200Kaushik S 00000300Vipranarayanan 00000300Vipranaray anan R 00000400Dr. Sampath Kumar 00000500Dr. Milind K Biyani 00000600Ganesh Manivannan 00000700Jaimeera G 00000800Mayur A

3.4

U s er

Result

Person responsible defined

41

Define Scale

4.1

Use

In this step you define the entries allowed for the "scale" master data field. Using a scale, you can classify your investments according to their size or scope. You can define any number of scales. You can use the scale as a selection criterion in reporting. You enter the scale in the master record of the program positions



















4.3

Procedure


Transaction Code

SAP Customizing Implementation Guide Investment Management Investment Programs Master Data Allowed Values for Certain Master Data Fields Define Scale SPRO

2. Activities : Copy or Create New Scale for Measures

3. Overview of Data Records Scale 1 2 3

4.4

Name Small capital investments Medium-sized capital investments Large-scale capital investments

Result

Scale Defined

Detail display

Active




















51

Specify Status Profile

5.1

Use

In this IMG activity you define status profiles .





















5.3

Procedure


Transaction Code

SAP Customizing Implementation Guide Investment Management Investment Programs Master Data User Status Specify Status Profile OK02

2. Activities: Copy or Create New Status Profile 1. 2. 3. 4. 5.

Enter a Status Profile. Profile. Assign the status profile to an Object Type. Type. Define the User Status. Status. Assign Business Transactions to user statuses. Translate the status profile and user statuses.

3. Overview of Data Records PSUSERST : User Status Profile-PS

5.4

Result




















61

Specify status Authorization

6.1

Use

The status of a program position can be linked to an authorization check. In this step you define authorization keys which you can use to set up authorization checks when you manually set or delete a user status. When the system sets a user status as a reaction to business transaction, it does not perform an authorization check.


6.3

Procedure

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




















71

Maintain Planning Profile

7.1

Use

In this step you maintain planning profiles for investment programs. You need planning profiles for the planning methods below: Overall planning for internal orders Hierarchy cost planning for projects Preliminary costing for production orders that do not have a quantity structure (CO production orders). Cost planning for investment programs or investment measures, and for appropriation requests.





















7.3

Procedure


Transaction Code

SAP Customizing Implementation Guide Investment Management Investment Programs Planning in Program Cost Planning Maintain Planning Profiles OIP1

2. Activities : Copy or Create New Planning Profile 1. Check the planning profiles provided by the SAP standard. 2. If necessary, change the detail settings for the existing planning profiles. Alternatively, Alternatively, create new planning profiles by choosing "New entries". 3. Assign the planning profile to an order type, program type, appropriation request type, project or FM area.






















In order to be able to carry out budgeting for a capital investment program, you have to create a budget profile, or use an already created budget profile.


8.3

Procedure


SAP Customizing Implementation Guide

Invest-






















Profile 000001 ZP0001 ZP0002

8.4

Text Cap.inv.program budgeting Cap.inv.program budgeting Cap.inv.program budgeting-R&D

Result

Budget Profile for Investment Program Created

91

Define Screen Layout for Appropriation Requests














































































































Define Partner Determ. Procedure and Partner Functions
























2. You can define keys for the partner func tions that are languagedependent on the log-on language.















































IM03 Funct

Name

Mand

Unique




















































































































































































































































































































































































































































































21

Create Statistical Cost Elements

20.1

Use

In this step, you set up the asset balance sheet accounts as statistical cost elements for the account assignment of asset transactions to an internal order or a WBS element. element.

20.2 0.2 Prere rerequ quis isit ites es You must have maintained your account determinations. determinations. You must have defined the general entries for your controlling area. In particular, particular, you should check the assignment of the controlling area to the company code, since the chart of accounts concerned is determined using this assignment. For more information, see the Implementation Guide step "Controlling General."

20.3

Procedure

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

Transaction Cod Code

SAP Customizing Implementation Guide Investment Management Projects as Investment Measures Planning and Budgeting Statistical Statistical Budget Monitoring  Create Statistical Cost Elements OAK7/FS00

For inventory account statistical cost elements need to be generated through FS00

Activities 1. Start the program for defining your asset balance sheet accounts as statistical cost elements. Enter
















The system then automatically creates statistical cost elements (cost element type 90) for all of the APC balance sheet accounts belonging to your account determination in Asset Accounting (depreciation area 01). 2. Transport Transport these cost elements to your production clients. Overview of Data Records Cost elem. Type

20.4

Description

Result

Cost elements for statistical auto posting of assets created.

Sap Project System Configuration Guide

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