Project System (PS) SAP AG

Make-To-Order Production of Elevators

Make-To-Order Production of Elevators

Purpose
In this IDES process, you carry out an engineering project. You start by entering an order for an
elevator, and run through the project phases right up to the project close.
The main functional points are assembly processing, variant configuration, milestone technique,
integration of production planning and control, and confirmations and time recording in the
Project System.
You can find more information about this process in [Page 293].
Choose basic data and settings [Page 295] to display basic structures and system settings in the
IDES system for assembly processing.

Prerequisites
The descriptions of objects in the project system do not exist in multiple languages. For this
reason, you should now execute a one-time Automatic Translation [Page 15] into the language
you require.
Choose Inventory Management [Ext.] to procure stock materials.

Process Flow
You can find the data for this process under [Page 309].
1. Sales and Distribution [Page 308]
2. Engineering [Page 324]
3. Procurement [Page 335]
4. Asssembly [Page 356]

292 April 2001

 SAP AG Project System (PS)
Additional Process Information

Additional Process Information

Assembly Processing with Projects
To be able to supply your customers with more accurate information about when they can expect
delivery, you may need to carry out availability and resource checks when entering a sales order.
You want to know whether a product is available when the customer wants it or, if not, when it
will be available. As the end product is not in stock, it is a good idea to make the check at
component level.
Feedback between SD and production is also important to the supply of reliable information to
customers. Schedule or quantity changes in the procurement of components must be sent on to
the sales order for the end product, so that any information already supplied can be amended
promptly (if necessary).
The system accommodates these requirements in the planning strategies that form part of
assembly processing.
When you create a sales order for a material, to which a strategy group for assembly processing
has been assigned, this automatically triggers an assembly order in the background, and
assembly processing. The strategy group determines the assembly order type. In this example,
the assembly order is a network.
Assembly processing includes all the sales order and network functions.
When you create a sales order, the system automatically creates the network as the procurement
element. In the network, you then use scheduling and the material availability check to determine
the correct delivery date. The direct connection means that any changes you make to dates or
quantities in the network are reflected in the sales order. Conversely, changes made in the sales
order automatically take effect in the network.
In this process, you use assembly processing with variant configuration. The end result is a
variant product, configured when the sales order is created. The results of this configuration are
automatically adopted in the network and affect which activities and BOM components are
adopted in the network.
You can use assembly processing with projects if you are working in make-to-order production or
you do not yet know exactly how you will carry out a sales order:
x If your customer orders a product so complex to assemble or produce that you regard it as a
project You can use networks to plan in the medium and long terms if, for example, assembly
will only begin in six months time
x If your customer orders a product that you are producing or assembling for the first time You
can then use the network for rough-cut planning and refine it in further planning, and, if
required, complement it with production order.
x If your production or assembly includes technical or chronological dependencies
x If you want to use Project System functions when carrying out an order
You need the following basic data in the Project System to use assembly processing with variant
configuration:
x Standard network
x Standard WBS

April 2001 293

Project System (PS) SAP AG
Additional Process Information

x Network parameters from sales order

The following prerequisites must be satisfied:
x The end product in the sales order is a configurable material.
x The materials BOM is assigned to the standard network.
You use the standard network to select the required material components.
x Material (end product) and standard network are assigned using the network parameters
from the sales order.
The standard network acts as the template for the network created automatically.
x You have assigned material, standard network, and BOM are assigned to the same variant
class, using your configuration profile.
This ensures that their characteristics are identical. The configuration process at network
and component levels can be executed using the characteristic valuations from the sales
order.
x Dependencies are maintained for activities and BOM items in the standard networks.
The characteristic valuations from the sales order act as parameters for the
dependencies. The result of the dependencies is used to make the automatic selection of
activities and components.
x Standard WBS elements are assigned to standard networks.
The standard WBS acts as the template for the WBS created automatically. Network
activities and WBS elements are assigned in the same way as the standard structures
are.
x Milestones are assigned to the standard networks.
The milestones determined the dates in the billing plan for the sales order, and the
values to be billed.

294 April 2001

 SAP AG Project System (PS)
Basic Data and Settings

Basic Data and Settings

You can find the data for this process under [Page 296].
1. Standard Work Breakdown Structure [Page 297]
2. Standard Network [Page 299]
3. Network Parameters for the Sales Order [Page 302]
4. Configuration Profile [Page 303]
5. Characteristics and Dependencies [Page 305]
6. Displaying Dependencies [Page 306]

April 2001 295

Project System (PS) SAP AG
Data Used During This Process

Data Used During This Process

Field Data Usage
Customer Material E-1000 Elevator Model 1000
Standard WBS E-1000 Template for WBS
Standard Network E-1000 Template for network
BOM E-1000 Elevator
Dependency Group ELEVATOR Grouping codes for the dependencies used in the process
Routing Group E-1000 Routing, planned order for cabin and shaft
Network type PS04 Customer project processing
Order type PS1 Sales order
Project profile 1300 Settings for elevator
Network Profile 1300 Settings for elevator

296 April 2001

 SAP AG Project System (PS)
Standard Work Breakdown Structure

Standard Work Breakdown Structure

1. Call up the transaction as follows:
Menu Path Logistics o Project System o Basic Data o Standard Templates o
Standard WBS o Display
Transaction Code CJ93
2. Enter the following data:
Field Data
Std Project Def. E-1000

3. Choose .
You now see all of the WBS elements contained in the standard WBS.
4. Choose .
The graphic illustrates the work breakdown structure.
E-1000
Elevator
Bill AcAs

E-1000-1 E-1000-2 E-1000-3 E-1000-4 E-1000-5

Construction Procurement Assembly Insurance Rework
Plan AcAs AcAs AcAs AcAs Plan AcAs

E-1000-1-1 E-1000-2-1
Constr. Procurement
Electrical Parts Motor
Plan AcAs Plan AcAs

E-1000-1-2 E-1000-2-2
Constr. Procurement
Mechanical Parts Cabin
Plan AcAs Plan AcAs

E-1000-2-3
Procurement
Equipment
Plan AcAs

The operative indicators tell you which tasks the individual WBS elements perform
during project execution. For example, WBS element E-1000 is the billing element.

5. To return to the structure overview, choose .

6. Choose until the overview tree appears.

April 2001 297

Project System (PS) SAP AG
Standard Work Breakdown Structure

298 April 2001

 SAP AG Project System (PS)
Standard Network

Standard Network
1. Call up the transaction as follows:
Menu Path Logistics o Project System o Basic Data o Standard Templates o
Standard Network o Display
Transaction Code CN03
2. Enter the following data:
Field Data
Standard Network E-1000
Alternative 1

3. Choose .
You see the internally processed activities in the activity overview.
4. Choose the Primary Costs tab page.
You see the costs planned for insurance.
5. Choose the External Processing tab page.
You see the Acceptance activity (processed externally); it is a service activity.
6. Select the externally-processed activity, then choose .
7. The Display Standard Network: Detailed Data dialog box appears.
8. Choose Service.
This takes you to the service specifications, showing the individual services planned for
accepting the elevator.
9. To call up the item details, simply double-click on the item.
10. Return to the activity overview.
11. Choose .
You now see the graphical representation of the network structure. If the graphic is not
displayed, click the scroll bar to access the right side of the screen. Drag the green frame
in the navigation area to get a better overview of the standard network.

12. Choose .
13. Choose the Total tab page.
You now see the assignment of activities to standard WBS elements.
Activity 1030 "Design Mechanical Components" is assigned to the standard WBS
element E-1000-1-1.
14. Choose the Internal Processing tab page.

Checking Milestones
1. Choose .

April 2001 299

Project System (PS) SAP AG
Standard Network

2. Choose Activity o Milestone Overview.

Milestones have been assigned to the activities in the standard network. The milestones
trigger various project execution functions.
A milestone with the usage key ZREL is assigned to activity 1000 "Layout". In this IDES
process, ZREL denotes milestones that are used only to release activities.
3. Select the Layout activity, then choose .
The milestone functions indicator is set.
4. Choose the Functions tab page in the dialog box.
The Release up to stop indicator is set. The system status field shows CRTD (created).
The milestone will release activity 1000 and those following it, up to an activity with an
assigned release milestone, as soon as the network is created,
5. Choose .
6. Choose .
You see the milestone overview for activity 1010 "Customer Acceptance". A milestone
with the usage key PS01 is assigned to the activity.
Usage keys PS01, PS02, and PS03 indicate the billing milestones in this process. Each
key represents one item in the billing plan. The short texts for the usage keys also act as
date descriptions in the billing plan.
7. Select the customer acceptance milestone, then choose .
The following indicators are set:
 Release stop ind.
Activity 1010 completes the "Release" milestone function up to the release milestone
from activity 1000.
 Sales document date
This indicator determines, in conjunction with date key 01 defined in the screen, how
the milestone is used in the billing plan.
The date scheduled for the milestone is the billing date for the billing plan item. The
billing percentage specified here determines the value to be billed.
 Milestone Function
A milestone function is linked with the activity.
 Trend analysis
The activity is relevant to milestone trend analysis.
8. Choose the Functions tab.
The indicator for the release of activities directly following is set. The system status field
is set to confirmed.
When activity 1010 (Customer Acceptance) is finally confirmed, the subsequent activities
for design and advance procurement are automatically released for processing.
9. Choose .

300 April 2001

 SAP AG Project System (PS)
Standard Network

10. Choose until the overview tree appears.

April 2001 301

Project System (PS) SAP AG
Network Parameters from the Sales Order

Network Parameters from the Sales Order

Use
The network parameters for the sales order create the link between material and standard
network for assembly processing.
In addition, you can enter settings or default values for assembly processing.

Procedure
1. Call up the transaction as follows:
Menu Path Logistics o Project System o Basic Data o Standard Templates o
Network Parameters from Sales Order o Display
Transaction Code CN09
You see the allocations between the materials and standard networks.
2. Select the line for material E-1000 and choose .
 A network is created for material E-1000. Standard network E-1000 acts as the template
for the network created in the sales order.
 Network profile 1000 is applied when the network is created.
 The order type (*) is determined from the network profile.
 The MRP controller is determined from the material master.
 The default value for the account assignment of the item in the sales order is standard
WBS element E-1000.
A WBS, taking standard project E-1000 as the template, is automatically created in the
process. The WBS element whose template is standard WBS element 1000 becomes
the billing element.

3. Choose until the overview tree appears.

302 April 2001

 SAP AG Project System (PS)
Configuration Profile

Configuration Profile
Use
The configuration profile is where materials or standard networks are assigned to the variant
class Variant Configuration:
Material E-1000 and standard network E-1000 are assigned to the Elevator variant class.
The standard material and material BOM are created to the fullest possible extent. The
assemblies from the material BOM are components in the standard network.
The selection of the material components and network activities for the chosen elevator variant is
controlled using characteristics and dependencies from the assigned variant class.

Procedure
1. Call up the transaction as follows:
Menu Path Logistics o Central Functions o Variant Configuration o Configuration
Profile o Display
Transaction Code CU43

2. In the dialog box, select Material, then choose .

3. Enter the following data:
Field Data
Material E-1000

4. Choose to confirm your entry.

Configuration profile ELEVATOR has been created for material E-1000.
5. Select the first item in the profile overview, then choose Class Assignments.
Variant class ELEVATOR is allocated to material E-1000.

6. Choose twice.
The initial screen appears.
7. Choose Change confble obj.
8. In the dialog box, select Standard network, then choose .
9. Enter the following data:
Field Data
Standard Network E-1000
Alternative (Field Behind Standard Network) 1

10. Choose .
Configuration profile ELEVATOR is allocated to standard network E-1000.
11. Select the first item in the profile overview, then choose Class Assignments.

April 2001 303

Project System (PS) SAP AG
Configuration Profile

Variant class ELEVATOR is allocated to material E-1000.

12. Choose until the overview tree appears.

304 April 2001

 SAP AG Project System (PS)
Characteristics for Configurable Material

Characteristics for Configurable Material

Use
Elevator Model 1000 is a variant product. The possible variants are depicted in the configurable
material E-1000 using characteristics and valuations for the variant class.

Procedure
1. Call up the transaction as follows:
Menu Path From the Variant Configuration node, choose Environment o Reporting
o Characteristics and Values.
Transaction Code CU80
2. Enter the following data:
Field Data Description
Material E-1000 Elevator Model 1000
With values Select

3. Choose .
You see a list of the characteristics and the possible characteristic valuations for the
configurable material.

The Cabin Width screen area shows that there are different widths of elevator.

4. Choose until the overview tree appears.

April 2001 305

Project System (PS) SAP AG
Displaying Dependencies

Displaying Dependencies
Use
Dependencies are defined for various assemblies in the BOM for material E-1000. Depending on
the characteristic valuation, the assemblies required for the desired elevator variant are selected.
In the same way, dependencies are defined for particular activities for standard network E-1000.

Procedure
Displaying Dependencies in the Material BOM
1. Call up the transaction as follows:
Menu Path Logistics o Production o Master Data o Bills of Material o Bill of
Material o Material BOM o Display
Transaction Code CS03
2. Enter the following data:
Field Data Description
Material E-1000
Plant 1300 Frankfurt
Usage 1 Production

3. Choose .
You can see that the object dependency indicator (OD) is set for a number of items.
4. Select the BOM item for component E-1500.
5. Choose .
6. Choose Dependency editor.
You now see the dependency that has been maintained for this object.

The assembly E-1500 is selected only for elevator variants with 50kW motors.

7. Choose until the overview tree appears.

Displaying Dependencies in the Standard Network

1. Call up the transaction as follows:
Menu Path Logistics o Project System o Basic Data o Standard Templates o
Standard Network o Display
Transaction Code CN03
2. Enter the following data:
Field Data

306 April 2001

 SAP AG Project System (PS)
Displaying Dependencies

Standard Network E-1000

Alternative 1

3. Choose .
4. Select activities 1040 and 1090, then choose Extras o Object dependencies o Editor.
The system displays the dependency for activity 1040.

5. Choose .
6. To display the dependency for activity 1090, choose Yes.
7. Choose Dependency editor.
Dependencies are maintained for activities 1040 and 1090.
The selection condition ELEV_S_ACTIVITIES_IF_GLASS is assigned to the activities,
along with the dependency CABIN_WALLS EQ ‘GLASS’.
The activities are only to be carried out if the cabin walls are made of glass. If you
choose Wood panels for the cabin walls in the sales order, the activities are not adopted
in the network.

8. Choose until the overview tree appears.

April 2001 307

Project System (PS) SAP AG
Sales & Distribution

Sales & Distribution

Purpose
You do the following in the sales and distribution phase:
x Enter the order
When entering the sales order, you configure the elevator per the customer's
requirements. You enter values for the characteristics, such as the size of the elevator
cabin or the color of the carpet.
When you save the sales order, the system automatically creates the relevant WBS and
network.
x Display the project data
You see an overview of the project structures the system has created.
x Confirmation
The first project activities covers the layout of the elevator and the submission of the
plans to the customer for approval.
By confirming the appropriate activities, you are entering the project progress data and
releasing subsequent activities for processing.

Process Flow
You can find the data for this process under [Page 309].
1. Creating a Sales Order [Page 310]
2. Displaying Project Data [Page 312]
3. Planning Revenue [Page 314]
4. Confirmation [Page 315]
5. Design Worklist [Page 317]
6. Releasing the Project [Page 322]
7. Partial Billing [Page 323]

308 April 2001

 SAP AG Project System (PS)
Data for this Example

Data for this Example

Fields Data Description
Sales document type PS1 Order Type for Engineering Project
Sales organization 1000 Frankfurt, Germany
Distribution channel 10 Final customer sales
Division 00 Cross-divisional
Sold-to party 1600 TALPA GmbH
Material E-1000 Elevator Model 1000
Plant 1300 Frankfurt
CATT ZID10000 CATT for setting up or topping up stock

April 2001 309

Project System (PS) SAP AG
Creating a Sales Order

Creating a Sales Order

1. Call up the transaction as follows:
Menu Path Logistics o Sales and Distribution o Sales o Order o Create
Transaction Code VA01
2. Enter the following data:
Field Data
Order type PS1
Sales organization 1000
Distribution channel 10
Division 00

3. Choose .
4. Enter the following data:
Field Data
Sold-to party 1600
Purch. order no. 1234
Req.deliv.date Date in two months
Material E-1000
Order quantity 1

5. Choose .
6. If required, choose in the information window.
The Characteristic Valuation screen appears.
7. Choose .
The system displays the net value (sales price) of your order.
8. To configure the elevator being produced, enter the following data on the Create Order:
Overview screen:
Field Data
Maximum Number of Passengers 15

9. Choose .
10. Choose .
Note the system activities that took place automatically, due to the revaluation. The Drive
characteristic valuation and the Net Value (sales price) have been revalued to reflect the
higher number of passengers.
11. Choose .

310 April 2001

 SAP AG Project System (PS)
Creating a Sales Order

12. If required, specify business area 2000.

13. Choose .
A dialog box appears.
14. Choose in the Milestone Function information window.
The system uses the standard network stored for the material to create a network; it then
determines a delivery date from the requested delivery date and the data from the
network.
The system releases the "Layout" and "Customer Acceptance" activities. The other
activities remain in Created status.
Availability control intervenes. Delivery at the requested delivery date is not possible.
The system uses network scheduling to determine the earliest date possible.

No delivery proposal is determined. The customer material E-1000 is not delivery-

relevant. The individual elevator components are delivered in line with the project's
progress. The delivery document is created in the Project System.
15. Choose Complete dlv.
16. Select item 10 on the Sales tab page, then choose .
The system has created two schedule lines for sales item 2:
x A requested delivery date with confirmed quantity zero (the elevator cannot be
delivered as of this date)
x A calculated delivery date with a confirmed quantity of one (delivery date is the
date by which all the network activities are completed)
17. Select the first item in the table, then choose .
18. Choose the Procurement tab.
In the Assembly section of the screen, you can display and process the network within
sales order processing, using the following pushbuttons:
x Header
x Gantt Chart
x Object list
x Activities

19. Choose .

20. Choose .
21. Note this sales order number.

April 2001 311

Project System (PS) SAP AG
Displaying Project Data

Displaying Project Data

Use
Use the evaluation options provided by the project information system to view the project
generated as a result of your configuration entries:
x Structure Overview
x Project structure graphic
x Gantt Chart

Procedure
1. Call up the transaction as follows:
Menu Path Logistics o Project System o Information System o Structures o
Structure Overview
Transaction Code CN41

2. If required, specify PS info profile 000000000001, then choose .

3. Enter the following data:
Field Data
Project E-#### (#### is the number of the sales order)
Additional selection criteria Delete
4. Choose .
The structure overview shows the project objects as they appear in the project hierarchy.
You can branch from the structure overview to individual overviews, detail screens, and
graphical evaluations.
5. Select E-#### and choose .
6. Choose .
All the objects in the structure are selected.
7. Choose Graphic o Project Structure.
The project structure graphic gives you an overview of how the project is set up, of the
dates in the project, and of the different WBS element types and activity types and how
they are used.
8. Choose Settings o Legend o Left.
The legend now shown on the left-hand side of the display area supplies information on
the graphical elements and the data shown.
9. Choose WBS Elements.
The Node Representation: WBS Elements dialog box appears.
10. Select Expanded and choose .

312 April 2001

 SAP AG Project System (PS)
Displaying Project Data

11. Choose Activities.

12. Select Expanded and choose .
The extended node representation is the most detailed form of display.
 If orders or network activities are assigned to a WBS element or if documents or
milestones are maintained, this is emphasized in the extended graphical display
using different colors for the relevant indicators.
 The same applies for activity elements, milestones, material components, and
documents in activities.

13. Choose .
The structure overview appears.
14. Choose Graphic o Gantt Chart.
The bar chart gives you a graphical overview of the whole project. The overview is
similar to the Gantt chart, but has more functions.
In addition to time planning, you can access, amount other things, detail screens for
activities, relationships, and milestones, and insert additional fields to display planned
and actual costs in the table area.
15. Select the network header Elevator Model 1000, then choose .
This takes you the Project Information System: Network Detail Screen dialog box.
 The network is assigned to the sales document as an assembly order.
 It is also assigned to the WBS.
 The requested delivery dates is checked using the schedule date from network
scheduling. If necessary, a later delivery date is determined.

Make a note of the network number. You will need it later.

16. Choose .

17. Choose until the overview tree appears.

April 2001 313

Project System (PS) SAP AG
Planning Revenue

Planning Revenue
Usage
Revenue planning covers the revenues you expect to earn as you execute your project. If you
enter the appropriate settings in customizing, the billing plan values are automatically recorded in
the project as revenue plan values.
You can only plan revenues in WBS elements that are flagged as billing elements. In this project,
the top element in the WBS is the billing element.

Procedure
1. Call up the transaction as follows:
Menu Path Accounting o Project System o Financials o Planning o Revenues in
WBS o Display
Transaction Code CJ43
2. Enter the following data:
Field Data
Project def. E-#### (#### is the number of the sales order)

3. Choose .
You now see the annual overview for the current calendar year. No revenues have been
planned manually. Depending on the view you choose, the following are examples of
data you can view in addition to the planned revenues:
 Planned total
In our project, this is the total of the planned value maintained manually and the
sales order value.
 Sales order value
This is the billing plan value for the sales order.

4. Choose until the overview tree appears.

314 April 2001

 SAP AG Project System (PS)
Confirmation

Confirmation
Use
Confirmations document the state of processing for activities and activity elements in the network
and provide a forecast of how processing will proceed further.
The activities "Layout" and "Customer Acceptance" have already reached the milestone that
releases them for processing. You use the Project Builder to confirm activity processing as
complete.

Procedure
1. Call up the transaction as follows:
Menu Path Logistics o Project System o Project o Project Builder
Transaction Code CJ20N
The Project Builder screen appears.
2. Choose .
The Open Project dialog box appears.
3. Enter project definition E-####.

4. Choose .
5. Select project definition E-#### and choose .

If the system does not display all icons in the Structure Tree screen area, you can
enlarge the screen area or choose Expand all using the right mouse button.
6. Select activity Layout.

7. Choose Edit oActivity o Confirm

A dialog box appears, showing the actual data for activity 1000 Layout. The final
confirmation indicator is set.
8. Adopt the earliest start and finish dates and the planned duration. Enter them in the Actual
line in the confirmation part of the screen.
9. Choose .
The Project Builder screen appears.
10. Select activity Acceptance from the customer.

11. Choose Edit oActivity o Confirm

The dialog box for activity 1010 Customer Acceptance appears.
12. Adopt the earliest start and finish dates and the planned duration. Enter them in the Actual
line in the confirmation part of the screen.

April 2001 315

Project System (PS) SAP AG
Confirmation

13. Choose .
The dialog box Milestone Functions appears, showing information on the release of
activities directly following this one.
In the Customer Acceptance milestone, the Release of Directly Following Activities is
maintained in the Confirmed status. This status is set when you set the final confirmation
indicator for the activity. Doing this triggers the milestone function.
The design activities directly following this one are automatically released for processing.
14. Choose .
The Project Builder screen appears.

15. To save the confirmation data for both activities, choose .

16. Choose until the overview tree appears.

316 April 2001

 SAP AG Project System (PS)
Design Worklist

Design Worklist
Use
This list showing the work to be carried out by an employee, called the worklist, appears and is
managed in the integrated inbox in the SAP System. From this inbox, you can processing the
individual activities in the worklist, called the work items.
From the information system, you can generate a worklist for the confirmation. A confirmation
worklist can be sent to different processors - for example, a user or an organizational unit.
In this process, you use the workflow to:
x Provide information on the release of design activities
x Assign the design activities for processing
x Give the best possible support to the designer as an occasional user

Prerequisites
You have adapted the application function bar.
Adapt Application Function Bar [Page 354]

Procedure
1. Call up the transaction as follows:
Menu Path Logistics o Project System o Information System o Structures o
Individual Overviews o Activities
Transaction Code S_ALR_87015070

2. If required, specify PS info profile 000000000001, then choose .

3. Enter the following data:
Field Data
Project E-#### (#### is the number of the sales order)
4. Choose .

Set Filters
13. Select E-#### and choose .
2. To simply display the activities released for processing, choose o Status-Dependent.
3. In the dialog box, enter selection profile Z1300.
You maintain the selection profile in customizing. It filters out objects whose status meets
the conditions defined in the profile.
4. Choose .
The system displays only the activities or activity elements which have status Released,
but not (Finally) Confirmed. These conditions are defined in profile Z1300.

April 2001 317

Project System (PS) SAP AG
Design Worklist

5. Choose o User-Defined.
You can now choose the criteria according to which you want the activities displayed.
6. In the List column (right), select the fields Plant, Work and Work Center, then choose .
7. On the Selected Conditions screen area, enter the following data:
Field Data
Plant 1300
Work center (Frm) 2000
Work center (End) 2100

8. Choose .
The next screen shows the activities or activity elements in the Design phase that you
can now release for processing or confirm. Only the activities or activity elements that
meet the status dependent conditions and are assigned to work centers 2000 or 2100
from plant 1300 are displayed.

Create Confirmation Workflow

1. Choose .
2. Choose Verify oConfirmation Workflow.
3. In the dialog box, enter the following data:
Field Data Description
Confirmation pool E - #### - SPEC Description
Description Engineering
Org.Unit Select Receiver Category
Object ID 50000070 Design Group

4. Choose .
The system displays a message, telling you that X list entries have been saved as list
E####-SPEC.
User WF-PS-1 has now received the pool as a work item in his or her inbox. When user
WF-PS-1 executes the work item, the system automatically uses the pool to access the
collective confirmation transaction.
Here, you are making use of the integration between the Project System, Human
Resources, and workflow.
WF-PS-1 is the system user assigned in HR master record 1248. The employee with this
personnel number is the design group leader. The standard task "PS Actual Data Entry"
is assigned only to user WF-PS-1.
This means that only the group leader has a work item with the pool of confirmations in
his or her inbox, although the organizational unit covers a number of employees. If the
group leader's item is to be transferred, the work item automatically appears in the new
employee's inbox, assuming that his or her system user has the same configuration.

318 April 2001

 SAP AG Project System (PS)
Design Worklist

5. Choose .

6. Choose until the overview tree appears.

April 2001 319

Project System (PS) SAP AG
Adapting the Application Function Bar

Adapting the Application Function Bar

Use
Before using various functions, such as filters, in the project information system, you need to
enhance the dynamic menu bar as required. The selected functions are then immediately
available.

Procedure
11. Call up the transaction as follows:
Menu Path Logistics or Accounting o Project System o Information System o
Structures o Structure Overview
Transaction Code CN41

12. If required, specify PS info profile 000000000001, then choose .

The Project Info System: Structure Initial Screen appears.
13. Enter the project definition in the Project field.
14. Choose .
The Project Information System screen appears.
15. Choose Choose Functions.
A selection screen appears.
The left side of the screen shows all the functions that are available; the right side shows
the ones selected.
16. Click the arrow to the left of Set Filter.
The system lists the functions possible for the icon
17. Position the cursor on the General function, press the left mouse button, and drag the cursor
to the right side of the screen.
When you release the mouse button, the system displays the selected function under the
relevant icon.
18. Select the following functions in the same way:
For Icon Choose the Following Functions:

Set Filters Status-dependent

User-defined

Verify Create Confirmation Pool

Confirmation workflow

19. Choose Copy.

The system adds the selected icons to the menu bar. Click on an icon to list the functions
selected for it.

320 April 2001

 SAP AG Project System (PS)
Adapting the Application Function Bar

You can now continue with processing or leave the report.

20. To exit the report, choose .

Result
The system saves the settings on a user-dependent basis.The selected functions are available
again the next time you access the structure overview or one of the individual overviews in the
project information system.

April 2001 321

Project System (PS) SAP AG
Releasing the Project

Releasing the Project

Use
You release the whole project.

Procedure
1. Call up the transaction as follows:
Menu Path Logistics o Project System o Project o Special Maintenance Functions
o Work Breakdown Structure o Change
Transaction Code CJ02
2. Enter the following data:
Field Data
Project def. E-#### (#### is the number of the sales order)

3. Choose .
4. Select WBS element E-####.
5. Choose Edit o Status o Release.
6. To check the release of a WBS element, select the WBS element, then choose Edit o Status
o System/User status.
On the Status tab page, you see that system status REL is active. On the Business
transactions tab, you see a list of the business transactions allowed or prohibited for the
active status.

7. Choose .

8. Choose .

9. Choose until the overview tree appears.

Result
The system has now released the production order.

The system status is effective for all lower-level objects within the hierarchy of the work
breakdown structure.

322 April 2001

 SAP AG Project System (PS)
Partial Billing

Partial Billing
Use
The customer acceptance milestone is a billing milestone. This means that:
x The Sales Document Date indicator and the date key are maintained in the milestone
x The milestone has usage PS01, which means it is assigned to the first billing plan item
In the confirmation for the customer acceptance activity, the milestone is completed when you set
the actual date. This automatically resets the billing lock in the planned item.

Procedure
1. Call up the transaction as follows:
Menu Path Logistics o Sales and Distribution o Billing o Billing Document o Create
Transaction Code VF01
2. Enter the following data:
Field Data
Document Your order number

3. Choose .
This takes you to the overview containing the billing item for the first partial billing
document.
4. Select the item, then choose Goto o Item o Billing Plan.
You see the data for the first partial billing document:
x Billing date
x Billing percentage
x Billing value

5. Choose .

6. To post the billing document, choose .

7. Make a note of the document number

8. Choose until you see the overview tree.

April 2001 323

Project System (PS) SAP AG
Engineering

Engineering
Purpose
Note the following the design phase of the project:
ƒPlanning of required resources
In this example, the data covering activities, capacities, and PRT is already defined for all
variants of the elevator.
The required resources are, therefore, planned automatically when you enter the sales
order. The network generated from the standard network already contains the data for
activities, material, and so on, per the characteristic valuation in the sales order.
x Use Work to stipulate the activities to be carried out by machines or personnel in project
execution, thereby planning the required capacity.
x Services, which are used to plan the activities involved in carrying out the project Services
are processed using Purchasing.
x You assign materials to determine which components and raw materials need to be reserved
or ordered for the project. Doing this creates the link to material requirements planning
(MRP) and purchasing.
x Use production resources and tools (PRT) to stipulate the drawings, tools, or documents
needed to carry out the project.
ƒSome design activities are processed outside the SAP System.
x Use R/3 Document Management to assign documents created in external systems to the
project. You can not only store management data for CAD drawings, graphics, and so on, but
can also display this data directly from the Project System.
x When you enter the final confirmation for the design activities, the subsequent activities for
the procurement phase are automatically released.

Process Flow
You can find the data for this process under [Page 325].
1. Plan Resources [Page 326]
2. Assigning Purchase Info Record and Vendor [Page 330]
3. Order Critical Components in Advance [Page 331]
4. Processing Design Activities [Page 332]

324 April 2001

 SAP AG Project System (PS)
Data for this Example

Data for this Example

Field Data Description
Prod. resources/tools E-1901 "Finite Element Program" equipment
Document PS-ENG-000-00001 "Finite Element Calculation" (TIF and PCX
formats)

April 2001 325

Project System (PS) SAP AG
Plan Resources

Plan Resources
Use
In this section, you work with the project planning board.
The planning board is of central importance to the Project System. You can use the graphical
interface to create, process, and evaluate all the data for a project, such as:
x Create and process project definitions, WBS elements, activities, milestones, and
relationships
x Process dates and resources (work, material, and so on)
x Maintain progress analysis data
x Determine and display costs
x Carry out capacity leveling
x Access the information system and other reports

Procedure
1. Call up the transaction as follows:
Menu Path Logistics o Project System o Project o Project Planning Board o
Display Project
Transaction Code CJ2C
2. Enter the following data:
Field Data
Project definition E-# # # #
Plan.board prf Elevators
w. activities Select

3. Choose Open project.

In the project planning board, you see an overview of the whole project.
The project planning board consists of two areas - a table and a Gannt chart.
In the table area, you can maintain detailed information on activities, WBS elements,
and milestones. You can change the table setup as your project progresses.
You can use the Gantt chart area to change dates in activities, WBS elements, and
milestones, and to link activities with each other in relationships.
4. Choose .

326 April 2001

 SAP AG Project System (PS)
Plan Resources

The Legend dialog box shows a list of the graphical elements used in the planning
board, and explains what they mean.
5. Close the dialog box.

Use
You plan and later confirm the activities to be perfomed internally in "internally processed
activities" in your project.
The following data, among other things, has been maintained in the internally processed
activities for the project, in respect of costing, scheduling, and capacity planning.
x The work center performing activity
The work center contains data, such as the operating time or cost center, that concern
the functions named directly or indirectly.
x Work and activity type
Here, you plan the amount of work and, using the activity type, the type of work (for
example: design work in hours). The system copies the activity type from the work center
to the activity as a default value.
x Normal duration
The value entered for the normal duration required to carry out an activity acts as a
scheduling parameter.

Procedure
1. In the planning board display, select the activities Layout and Acceptance from customer.

To select more than one field, press the Control key while selecting the check boxes.
2. Choose .
3. In the dialog box, choose the Internal tab page.

The dialog box shows the work center, work, and duration for the activity. This data
is used to calculate, among other things, the capacity requirement.
4. Choose to proceed to the screen for the next activity.
5. Choose .

Services
Technical acceptance of the elevator is performed by an external company.
Planning for this acceptance takes place in activity 2000 where service specifications are
defined.

April 2001 327

Project System (PS) SAP AG
Plan Resources

The service specification divides the acceptance into the individual services to be performed.
Larger service specifications can themselves be divided into groups and subgroups
Service masters are created for the individual services in the acceptance. These contain detailed
data, such as a description and a price.
Each item in the specification references a service master, by way of the activity number.
Activity 2000, Certification, is assigned to the top WBS element, Elevator.

Procedure
1. Select the activity Certification.
2. Choose .
3. In the dialog box, choose the Extnl tab page.
4. Choose Service.

You see the service specification for acceptance, which is divided into three levels.
5. Select the lowest level (level 3) and choose as required.

You see the service specification, showing the services planned in this level.
6. In service specification, choose .

The total value in a grouping levels is calculated by adding together the prices for all
the services planned in this level and the levels subordinate to it.

7. Choose twice.
8. To return to the project planning board, choose .

Material
The material requirement for the project is determined automatically, on the basis of the
characteristic valuation (variant configuration) in the sales order. The required material
components were automatically copied to the network from BOM E-1000, using evaluation of the
dependencies defined there. Sizes were also calculated automatically.

Procedure
1. In project planning board screen, select activity 1020 Preprocurement of critical parts.
2. Choose .

The lower part of the screen shows the component overview. Only one material
requirement is planned: E-1700 Cable for Elevator.
3. Double click item E-1700.

328 April 2001

 SAP AG Project System (PS)
Plan Resources

The dialog box shows the purchasing data for material E-1700, including the following
information:
- The material managed under project stock in the procurement parameters. WBS
element E-xxxx-2-2 "Cabin" is the requirements element.
- The top part of the shows the information "Prel.purchase Requisition for WBS
Element". The activity has not triggered a requirement (reservation). Procurement of the
cable covers the requirement for activity 1120 "Cabin Procurement", which has not yet
been released.
- The system has adopted the earliest start date in the activity as the requirement
date for the material.
4. Choose the proc. param. tab page.

As the material has item category L (stock), it is managed as part of project stock.
5. Choose the Purch. Data tab page.

A purchase requisition already exists. When final confirmation was entered for the
"Customer Acceptance" activity, the activity "Advance Procurement of Critical
Components" was released automatically, thereby triggering a purchase requisition.
The purchase requisition number appears in the P.Req. field.
6. Choose Pur.Req.

You see the purchase requisition. When activity 1020 is released, purchasing can
process the purchase requisition and convert it into a purchase order.

7. Choose .
8. Make a note of the purchase requisition number
9. Choose .

10. Choose until the overview tree appears.

April 2001 329

Project System (PS) SAP AG
Assigning Purchase Info Records and Vendors

Assigning Purchase Info Records and Vendors

Use
For the sake of simplicity, you order all your materials from the same vendor. You use existing
purchasing info to assign the purchase order to vendor 1002.

Procedure
1. Call up the transaction as follows:
Menu Path Logistics o Materials Management o Purchasing o Purchase
Requisition o Follow-On Functions o Assign
Transaction Code ME56
2. Enter the following data:
Field Data
Purchasing group 001
Material E-1700
Plant 1300

3. Choose .
4. Select your purchase requisition, then choose Assign Automatically.
The system assigns vendor 1002 and the appropriate purchasing info record to the
purchase requisition.

5. Choose .

330 April 2001

 SAP AG Project System (PS)
Order Critical Components in Advance

Order Critical Components in Advance

Prerequisites
You create a purchase order for the vendor. To this end, you select the assigned purchase
requisition.

Procedure
1. Call up the transaction as follows:
Menu Path Logistics o Materials Management o Purchasing o Purchase
Requisition o Follow-On Functions o Create Purchase Order o Via
Assignment List
Transaction Code ME58
2. Enter the following data:
Field Data
Purchasing group 001
Vendor 1002
Plant 1300
WBS Element E-####-2-2

3. Choose .
4. Select the line 1000 NB 1000 and choose Process assignment.
5. If the system displays the Create Purchase Order: Extension Option dialog ox, choose New
Purchase Order.
6. Choose .
The Create Purchase Order screen appears. In the standard, the middle part of the
screen shows explanatory documentation.
7. To close the documentation, choose .
The left part of the screen now shows a document overview. If it does not, choose
Document Overview On. Adapt the screen area as necessary.
On the right-hand side of the screen, you see the work area for the activity.
8. Select your purchase requisition in the document overview, then choose .
The system copies the purchase requisition item to the purchase order.

9. Choose .
The system confirms the posting and displays a purchase order number. Make a note of
this number.

April 2001 331

Project System (PS) SAP AG
Processing Design Activities

Processing Design Activities

Use
To process design activities, you must carry out the following processes in the R/3 System:
Assign design documents
The documents are created in external system, the data required is entered in the R/3
System, and the documents are assignment to the appropriate activities in the project.
Confirmation of design activities
When design is complete, procurement is automatically released.
A worklist was assigned to user WF-PS-1 in the Sales and Distribution using Workflow section. It
covers mechanical and electrical activities and activity elements.

Procedure
1. Log on to your IDES System as user WF-PS-1. Enter the following data in the logon screen:
Field Data
User WF-PS-1
Password WELCOME
Language De,En,Fr,Sp

2. Choose .
3. Call up the transaction as follows:
Menu Path Logistics o Project System o Project o Project Planning Board o
Change Project
Transaction Code CJ2B
4. Enter the following data:
Field Data
Project definition E-# # # #
Plan.board prf Elevators
w. activities Select

5. Choose Open project.

You see the graphical overview of the entire project.
6. Select the activity Specification Mechanical Equipment (1030).
7. Choose Goto o Documents.
A dialog box appears, showing an overview of the documents linked to the activity.

332 April 2001

 SAP AG Project System (PS)
Processing Design Activities

Information on the design documents created in external systems has already been
entered in R/3 document management. You assign the technical drawing using the
appropriate document.
8. In the dialog box, enter the following data:
Field Data
Type DOC
Document PS-ENG-000-00001

9. Position your cursor on the line entered and choose .

You see the basic data screen for the assigned document.
The Originals frame shows the references to the original files.
The original document is stored in two different file formats.
From the R/3 System, you can start an application on your computer to display the
documents. See the Document Management documentation for details of the relevant
prerequisites.
You see the storage data for the originals. The originals of this document are copied to
the SAP database. For example, a database server may be specified, specifying file path
and the name of the original file.
To display the original screen, you require:
 Windows 95/NT
 A screen processing program that is assigned to files with TIF or PCX format

10. Choose , then .

11. To save the document assignment, choose .

Final Confirmation of Design Activities

Use
The design activities for the cabin cannot start until the design activities for the electrical and
mechanical components are complete.
To make this example easier, confirm activity 1070 (Cabin design) now. This releases all the
activities in all the project phases from the procurement phase for processing.

Procedure
1. Call up the transaction as follows:
Menu Path Office o Workplace
Transaction Code SBWP
2. Choose Inbox o Workflow o Grouped according to task.
3. Choose PS Entry Actual Data.

April 2001 333

Project System (PS) SAP AG
Processing Design Activities

The work item is opened in the right-hand side of the screen.

4. To process the pool of confirmations, select the item and choose .
The collective confirmation, with the design activities to be prorcessed, is accessed
automatically.
5. Set all the indicators in the final confirmation column.

6. Choose .
7. In the dialog box, choose Complete work item.
The work item is flagged as complete.

334 April 2001

 SAP AG Project System (PS)

April 2001 335

Project System (PS) SAP AG
Procurement

Procurement
Purpose
The "Procurement" project phase covers procurement of material components and their delivery
to the construction site.
This process deals with the following procurement options:
x The mechanical and electrical components are kept in stock. They are reserved when the
appropriate procurement activities are released. They are then managed as plant stock.
x Cabin door E-1317 is managed as project stock. E-1317 was created as a non-stock material
item and is procured externally when required. The door dimensions are calculated
automatically as part of characteristic valuation, and made available to purchasing in the form
of a bill of material (BOM). The requirement (reservation) is not created until the cabin is
released for procurement.
x Owing to the long delivery time, cable E-1700 has already been ordered. Being a material
that requires advance ordering, E-1700 is managed as project stock. Purchase order and
reservation are matched and allocated using the WBS element that gives rise to the
requirement.
You can find more information about this process under [Page 337].

Process Flow
1. Assigning the Vendor [Page 338]
2. Creating a Purchase Order [Page 339]
3. Material Requirements Planning [Page 340]
4. Monitoring Production and Procurement [Page 342]
5. Posting a Goods Receipt [Page 343]
6. Settling the Goods Receipt [Page 344]
7. Confirming the Production Order [Page 345]
8. Assembling Deliveries [Page 347]
9. Posting a Goods Issue [Page 349]
10. Entering Work Times [Page 350]

336 April 2001

 SAP AG Project System (PS)
Additional Information for this Example

Additional Information for this Example

Activities such as purchase order, production, and delivery are combined, to make this example
clearer. As you can see from the relationships in the network, these activities do not take place
simultaneously for all the components in the elevator.

External Procurement
Cabin door E-1317 is procured externally. When the activity is released, the system automatically
creates a purchase requisition, which you then convert into a purchase order.
When the goods receipt is executed, the system posts the single stock material to the project
stock.

In-House Production
The 50kW motor E-1500 and cabin E-1300 are produced in plant 1300 and managed as project
stock:
When the activity is released, a reservation is created to cover the requirement; the WBS
element for the activity is the planning element that caused the requirement.
The MRP run converts the reservations into planned orders. The secondary requirements for E-
1500 and E-1300 are covered using a reservation on the components kept in stock.
When final confirmation is entered for the productions orders, materials E-1500 and E-1300 are
posted to project stock.
In this process, delivery is from the Project System. The components to be delivered for the
network are selected and entered in a delivery document. Further delivery processing takes
place in Sales and Distribution.

Activity Confirmation
Procurement activities are confirmed using the time sheet. Employees responsible for
procurement enter the work they have done in timesheets. In the next step, the times they enter
are transferred to the Project System and Human Resources.

April 2001 337

Project System (PS) SAP AG
Assigning Vendors

Assigning Vendors
Use
You assign your purchase requisition to a vendor, using and existing purchasing info record.

Procedure
1. Call up the transaction as follows:
Menu Path Logistics o Materials Management o Purchasing o Purchase
Requisition o Follow-On Functions o Assign
Transaction Code ME56
2. Enter the following data:
Field Data
Purchasing group 001
Plant 1300
WBS Element E-####-2-2
3. Choose .
4. Select your purchase requisition, then choose Assign Automatically.
The system assigns vendor 1002 and the appropriate purchasing info record to the
purchase requisition.

5. Choose .

338 April 2001

 SAP AG Project System (PS)
Creating a Purchase Order

Creating a Purchase Order

Use
When activity 1120 Cabin Procurement is released, the system creates a purchase requisition for
cabin door E-1317, which is to be procured externally.
You have assigned this purchase requisition to vendor 1002. It can be converted into a purchase
order without further processing.

Procedure
10. Call up the transaction as follows:
Menu Path Logistics o Materials Management o Purchasing o Follow-On Functions
o Create Purchase Order o Via Assignment List
Transaction Code ME58
11. Enter the following data:
Field Data
Purchasing group 001
Plant 1300
WBS Element E-####-2-2
12. Choose .
13. Select the line 1000 NB 1000 and choose Process assignment.
14. In the dialog box, choose .
15. Select your purchase requisition in the document overview, then choose .
16. Choose Item overview if required.
The system copies the purchase requisition item to the purchase order.

17. Choose .
18. In the dialog box, choose Save.

19. Confirm any warnings by choosing .

The system confirms the posting and displays a purchase order number. Make a note of
this number.

April 2001 339

Project System (PS) SAP AG
Material Requirements Planning

Material Requirements Planning

Use
Up to the procurement phase of the project, only the primary requirement is planned for the cabin
and the 50kW motor, in the form of the material components E-1300 and E-1500 assigned in the
network.
BOMs and routings have been created for the cabin and the motor. A project-related MRP run
generates planned orders for the procurement of both assemblies.
The assembly BOMs E-1300 and E-1500 are exploded in the planning run. Secondary
requirements are generated for the components. When exploding the BOM, the MRP run takes
account of the characteristic valuation from the sales order. The dimensions for the cabin walls
and the selection of components, such as whether to use wood or metal for the walls, are based
on the valuation in the sales order.

Procedure
1. Call up the transaction as follows:
Menu Path Logistics o Project System o Material o Planning o MRP Project
Transaction Code MD51
2. Enter the following data:
Field Data
Project def. E-# # # #
Create pur.req. 2
Planning mode 1
Delivery Scheduling 3
Scheduling 1
Also plan unchanged components Select
Display results before saving Select
Display material list Select

3. Choose .

4. Confirm any warning messages by choosing .

The Next Stopping Point dialog box appears.
The following options for executing the planning run are available:
 You can separately view and process the planning result for all or some of the
components in the material before saving the whole planning result. To do this, choose
Plan up until stopping point.
 You can plan the remaining BOM levels without any further interruptions. To do this,
choose Proceed without stopping.

340 April 2001

 SAP AG Project System (PS)
Material Requirements Planning

5. To plan further without breakpoints, select the Proceed without stopping and choose
Continue.
You now see the statistics for the planned materials. You can branch from here to a
material overview or a project report.
6. Choose Project Report.
The dialog box shows a list of the materials (primary requirements) managed as project
stock.
7. Choose , then .
The system shows an overview of the material situation in all BOM levels.
You see the scheduled receipt elements for each requirements element.
Requirements Element Receipt Element
Reservation E-1500 Motor unit Planned order
Reservation E-1300 Cabin Planned order
The secondary requirements for cabin E-1300 and motor E-1500 are covered by
reservations. Only components held in stock are assigned to the two planned orders.
The reservations are not generated until the planned order is converted into a production
order
For this reason, the project report does not show any receipt elements (purchase
requisitions or planned orders) for these components.

To make the process simpler in this case, the planned orders are converted into
production orders in the project report and the production orders are released for
processing. Carry out the following processing steps for the planned order under E-
1500 Motor Unit or E-1300 Cabin.
8. Place the cursor on the planned order under E-1500 Motor Unit or E-1300 Cabin and choose
Detail o Plnd Ord. –> Prod. Ord.
The Create Production Order: Header screen appears.
9. Choose .
This takes you to the Create Production Order: Component Overview screen, showing
the material components for the Motor/Cabin.
10. Choose .

11. Choose .
The system confirms the posting and assigns a document number. Make a note of this
number.
12. Repeat this business transaction for the second planned order.

13. Choose until you see the overview tree.

April 2001 341

Project System (PS) SAP AG
Monitoring Production and Procurement

Monitoring Production and Procurement

Use
The order report gives you and overview of the current state of component procurement and
production in your project. The system determines which receipt elements are scheduled for
each requirement element. The MRP controller can check how advanced production is for the
project or in which BOM level and for which components scheduling or other difficulties exist.

Procedure
1. Call up the transaction as follows:
Menu Path From the Material node, choose Planning o Order Report
Transaction Code MD4C
2. Select Project and enter your project (E-####) in the field.

3. Choose .
The Reservations for Project E-#### dialog box appears.
4. Choose , then .
The Order Report screen appears.
5. Choose All.
You now see the list of all the material components in your project, and the current
procurement situation.
Production orders (receipt elements) have been scheduled in relation to the reservation
(requirements elements) for the cabin and motor.

6. Choose until you see the overview tree.

342 April 2001

 SAP AG Project System (PS)
Posting the Goods Receipt

Posting the Goods Receipt

Use
In this process step, you post the goods receipt of the single item, externally procured material
components rope E-1700 and cabin door E-1317.

Procedure
1. Call up the transaction as follows:
Menu Path Logistics o Materials Management o Purchasing o Purchase Order o
Follow-On Functions o Goods Receipt
Transaction Code MIGO
2. In the right-hand screen area, enter the following data:
Field Data
Purch.order One of your purchase order numbers

Use the input help in the Purchase order field if you want to search for the numbers.
In the dialog box, choose the Purchasing Documents for Project tab page, enter E-
####-2-2 in the Project field and choose . In the resulting list, select your purchase
order, then choose . The system copies the number into the input field.
3. Choose .
The system transfers the purchase order items from the purchase requisition to the item
overview.
4. Repeat this for the second purchase order.
5. Mark the OK indicator for the items in the item overview.
If the OK indicator is not active in the item overview, close the item detail area or set the
Item OK in the lower area of the item detail.
6. Choose Post.

Result
When the goods receipt is executed, the system posts the single stock material to the project
stock.

April 2001 343

Project System (PS) SAP AG
Settling the Goods Receipt

Settling the Goods Receipt

Usage
You post the automatic goods receipt for the externally procured components "Cable" and "Cabin
Door".

Procedure
1. Call up the transaction as follows:
Menu Path Logistics o Materials Management o Logistics Invoice Verification o
Automatic Settlement o Execute ERS
Transaction Code MRRL

2. Choose for the Purchasing document field.

3. In the dialog box, choose the Single vals tab page.
4. On the tab page, enter the purchase order numbers you noted earlier and choose .
5. Deselect Test run.
6. Choose .
You see the log of the posted invoices.

344 April 2001

 SAP AG Project System (PS)
Confirming the Production Order

Confirming the Production Order

Use
The production of the cabin and motor is represented in simplified form in this process because
the integration of the Project System with production but not with the processes within production
is to be represented.
x The routings for planning group E-1000 both consist of a roughly structured sequence of
activities.
x A milestone activity closes each sequence.
x The milestone components have been assigned with the Backflush indicator.
x The milestone activities were created with the Automatic Goods Receipt flagged.
The system automatically posts the following when an order is finally confirmed:
x The services rendered in the individual activities
x The goods issues for the components used
x The goods receipts to project stock for the assemblies produced

Prerequisites
To be able to post all goods movements in the procurement phase, you must release the WBS
elements to which assignments are to be made.
In this example, E-####-2 is the top WBS element in the procurement subhierarchy. The lower-
level WBS elements are the account assignment elements for the procurement activities in the
network.

Procedure
1. Call up the transaction as follows:
Menu Path Logistics o Production o Production Control o Confirmation o Enter o
For Order
Transaction Code CO15
2. Enter the following data:
Field Data
Order The number of one of your production orders

3. Choose .
4. Enter the following data:
Field Data
Final conf. Select
Yield to Conf. 1
Un. PC

April 2001 345

Project System (PS) SAP AG
Confirming the Production Order

5. Choose .
6. Repeat steps 2 to 5 for the second production order.

7. Choose .

Result
Final confirmation with quantity of one piece has been entered for the production order. The
system simultaneously posted the material to project stock.

346 April 2001

 SAP AG Project System (PS)
Assembling Deliveries

Assembling Deliveries
Use
You copy the components to be delivered from the Project System to the Sales and Distribution
system for further processing.

Procedure
1. Call up the transaction as follows:
Menu Path Logistics o Project System o Material o Execution o Delivery from
Project
Transaction Code CNS0

2. Enter the sales order number in the Sales Order field and choose Components.
3. Enter the following data in the General Data dialog box:
Field Data
Shipping point 1300
Plan Gds Mvm Today’s date
Ship-to party 1600
Sales org. 1000
Distribution channel 10
Division 00

4. Choose Copy.
The screen shows all the delivery-relevant material components in the project, with the
requirements dates from network scheduling.
In the current network, these are the dates as of which the material components are to
be available for delivery. Deliveries can be assembly in line with the requirements dates.
As you chose today's date for the goods issue, only the components already in stock can
be delivered. The system sets the delivery quantity in the appropriate delivery items to
the same level as the requirements quantity (default value),
5. Choose .
6. In the General Data dialog box, set the data planned date to the latest requirements date
from the delivery item list.
7. Choose Copy.
The delivery and requirements quantities are now the same in all the items in the
Delivery from Project: Process Delivery Items screen.

8. To save the delivery document, choose .

The system confirms the posting and displays a number. Make a note of this number.

April 2001 347

Project System (PS) SAP AG
Assembling Deliveries

9. Choose .

348 April 2001

 SAP AG Project System (PS)
Posting the Goods Issue

Posting the Goods Issue

Use
Before the materials can be shipped, they must first be picked. You then carry out the goods
issue for the elevator components.
WM picking is executed using a transfer order, which allows you to start and monitor movements
within a warehouse complex. The transfer order is the basis for the picking list, which is used to
withdraw the ordered goods from stock.

Procedure
1. Call up the transaction as follows:
Menu Path Logistics o Sales and Distribution o Shipping and Transportation o
Outbound Delivery o Change o Single Document
Transaction Code VL02N, LT03

2. On the Change Outbound Delivery screen, enter your delivery number, then choose .
3. Choose Subsequent Functions o Create Transfer Order.
4. In the dialog box, choose Yes.
5. Enter the following data:
Field Data
Warehouse number 013
Plant 1300
Delivery Defaulted by the system
Select item Select
Foreground/ Backgrnd Background
Adopt picking quantity 2

6. Choose .

If the Exit Plan Reconciliation dialog box appears, choose Yes.

Result
The system creates a transfer order for the picking of the delivery. Option 2 (Adopt picking
quantity) ensures that the goods issue posting is made at the same time as the delivery.

April 2001 349

Project System (PS) SAP AG
Entering Working Times

Entering Working Times

Generate Pool of Confirmations
Use
Employees responsible for procurement enter the work they have done in timesheets. The
employee takes the activities to be confirmed from the pool of confirmations produced in the
project information system

Procedure
1. Access the structure overview in the project information system as follows:
Menu Path Logistics or Accounting o Project System o Information System o
Structures o Structure Overview
Transaction Code CN41

2. If required, specify PS info profile 000000000001, then choose .

The Project Info System: Structure Initial Screen appears.
3. Enter the following data:
Field Data
Project E-# # # #
Additional selection criteria Delete

4. Choose .
5. Select the project definition and choose .
6. Choose o User-Defined.

If the icon does not appear in the menu bar, adapt your application function bar
[Page 354] .
7. Select the work center in the right-hand side of the screen and choose .
8. Enter the following data:
Field Data
Work center (Frm) 2300

9. Choose .
10. Select the line for your project and choose .
11. Choose .
12. Choose Verify o Create Confirmation Pool.
13. Enter the following data:

350 April 2001

 SAP AG Project System (PS)
Entering Working Times

Field Data
Confirmation pool E-####-PROC
Description Procurement

14. Choose .

15. Choose .

Entering Working Times

Use
In this step, you adopt the default values from the worklist, without changes, as the work time you
want to enter. There is no need to release or approve the times entered.

Procedure
1. Call up the transaction as follows:
Menu Path Logistics o Project System o Progress o Confirmation o Time Sheet
oTime Data o Enter
Transaction Code CAT2
2. Enter the following data:
Field Data
Data entry profile 13000000
Personnel number 1255
Data entry profile 1300000 determines the process for entering data and how the time
sheet appears for confirming the process. For example, it determines which data can be
maintained.

3. Choose .
4. Enter the following data:
Field Data
Key date Today’s date
Confirmation pool E-####-PROC

5. Choose .
6. To confirm the message, choose .
The Time Sheet: Data Entry View is divided into the following areas:
 The upper table area for the worklist shows the procurement activities to be confirmed.
The work times planned for the activities appear as defaults in the worklist, distributed
over the duration of the activity. The first and last work days are the same as the earliest
start and finish dates from network scheduling.

April 2001 351

Project System (PS) SAP AG
Entering Working Times

 The lower table area is the entry area, where you maintain the work times. The times are
entered per day in the data entry period shown. In the profile, you have entered a week
as the data entry period.
You can scroll through the calendar to scroll into the past or future. Use the scroll keys
next to the fields in the data entry fields to do this.
7. Choose until a default value for the required work time appears in the upper part of the
screen for one of the activities.
8. Select the line and choose .
The system copies the activities and work times for the data entry period to the data
entry part.
9. Choose the subsequent data entry periods and copy the work times over as described.

Depending on the schedule situation in the network, the procurement activities are
distributed over two or three weeks.

10. Choose .

11. Choose .

Transferring Work Times to the Project System

Use
The times entered are saved in the work sheet. As the current profile settings mean that the work
times entered are not to be approved or released, you can transfer the data to the Project
System in the very next step.
Transferring the data to the Project System automatically confirms the procurement activities.
The system also transfer the work times reported to Human Resources.

Procedure
1. Call up the transaction as follows:
Menu Path From the Time Sheet node, choose Transfer o Project System
oTransfer.
Transaction Code CAT5
2. Enter the following data:
Field Data
Personnel number 1255
Posting date Today’s date
Log Select
Test run Deselect

3. Choose .

352 April 2001

 SAP AG Project System (PS)
Entering Working Times

4. If the Confirm Activity dialog box should appear, choose Yes until the program runs.
The transfer program outputs a detailed log of the confirmations transferred. A
confirmation document is created for each day.

April 2001 353

Project System (PS) SAP AG
Adapting the Application Function Bar

Adapting the Application Function Bar

Use
Before using various functions, such as filters, in the project information system, you need to
enhance the dynamic menu bar as required. The selected functions are then immediately
available.

Procedure
21. Call up the transaction as follows:
Menu Path Logistics or Accounting o Project System o Information System o
Structures o Structure Overview
Transaction Code CN41

22. If required, specify PS info profile 000000000001, then choose .

The Project Info System: Structure Initial Screen appears.
23. Enter the project definition in the Project field.
24. Choose .
The Project Information System screen appears.
25. Choose Choose Functions.
A selection screen appears.
The left side of the screen shows all the functions that are available; the right side shows
the ones selected.
26. Click the arrow to the left of Set Filter.
The system lists the functions possible for the icon
27. Position the cursor on the General function, press the left mouse button, and drag the cursor
to the right side of the screen.
When you release the mouse button, the system displays the selected function under the
relevant icon.
28. Select the following functions in the same way:
For Icon Choose the Following Functions:

Set Filters Status-dependent

User-defined

Verify Create Confirmation Pool

Confirmation workflow

29. Choose Copy.

The system adds the selected icons to the menu bar. Click on an icon to list the functions
selected for it.

354 April 2001

 SAP AG Project System (PS)
Adapting the Application Function Bar

You can now continue with processing or leave the report.

30. To exit the report, choose .

Result
The system saves the settings on a user-dependent basis.The selected functions are available
again the next time you access the structure overview or one of the individual overviews in the
project information system.

April 2001 355

Project System (PS) SAP AG
Assembly

Assembly
Purpose
In the Assembly project phase, you put the elevator components together on site.
You monitor and confirm the progress of the work. You use the confirmation option in the
Internet.
Technical acceptance is carried out by an external firm, in line with the service specifications
defined in the project.
In line with progress of the project, the last two items in the billing plan are billed to the customer.

Process Flow
Confirmation Using The Internet [Page 357]

356 April 2001

 SAP AG Project System (PS)
Confirmation Using The Internet

Confirmation Using The Internet

Use
You have conducted an on-site check, to ensure that the prerequisites for starting work on
assembling the elevator have been met - for example, that all the necessary components have
been delivered. You use the Internet to confirm the result of activity 1130 First progress check.
Use the search tool in the Internet to find the appropriate network.

Prerequisites
You can only confirm work over the Internet if you are working in an IDES system that is
connected to an Internet Transaction Server (ITS). Ignore this activity if you do not have such a
system. It is not essential to further processing.
For confirmation over the Internet, an Internet user must be created in the R/3 System, with all
the appropriate authorizations. Internet user WF_PS-1 is created for confirmation purposes in the
IDES system.

Procedure
1. Switch to your Internet Browser (for example, Netscape Navigator or Microsoft Internet
Explorer).
2. Access the IDES home page and choose the language you want.

If you do not know the Internet address of the IDES home page, ask your system
administrator.
3. Choose Internal Service.
4. Choose Management Service.
5. Choose Projects o Project Data Confirmation.
6. Log on as follows:
Field Data
User WF-PS-1
Password WELCOME
Language DE

7. Choose .
The Project Data Confirmation screen appears.
8. Choose Individual Confirmation.
9. To find the network for activity 1130, enter "Elevator" in the short text field.
10. Choose Find.
The system lists all the networks whose names begin with the work "Network".
11. Select the network you want to process from the network list.

April 2001 357

Project System (PS) SAP AG
Confirmation Using The Internet

The system lists all the activities in the network.

12. Click activity 1130 First progress check.
The system copies the network and activity numbers into the appropriate fields in the
individual confirmation area.
13. Choose Display.
The system checks the status of the activity. If the status allows confirmation, the right-
hand side of the screen shows the activity data requiring confirmation. If it does not, an
error message appears.
14. Enter the following data in the Confirmation section of the screen:
Field Data
Start date Today's date plus 5 weeks
Finish date Today's date plus 5 weeks
Work 11 (hours)
Confirmation text Delay
Complete Select
15. Choose Save.
The R/3 System displays the message Your confirmation was saved and displays the
confirmation data in the Confirmation screen area.
16. Choose Exit to return to the IDES home page.

358 April 2001