STEP: 01 Create customer Inquiry in the system T.

Code: Via Menus Via Transaction Code Logistics>Sales and Distribution>Sales>Inquiry>Create,Change,Display VA11,VA12,VA13

Enter Inquiry type, Sales organisation, Distribution channel and division. Click on enter icon

Customer Code

Deliver Plant

Description

Enter sold to party, Deliver Plant, Description. Save the Inquiry. Following Enquiry Number gets generated. STEP: 02 Create Document for Inquiry T.Code: Via Menus Logistics>Project System>Documents>Document Management System>Document>Create,Change,Display Via Transaction Code CV01N,CV02N,CV03N

Enter Document type ZCW and press

icon.

Description field

Create original icon

Enter description of the document and click on create original icon Enter the file location path in the original field.

Click check original

icon and save the transaction. Document number will be generated.

STEP: 03 Assignment of document to Inquiry. T.Code: VA12 Change.

Enter the Inquiry number and press enter icon. Select one line item and the follow the below path to attach the documents.

Enter the document number which is created in step2 and save the transaction.

Mail to different departments T.Code: SBWP (SAP Mail) Send mail to respective departments to get inputs for cost sheet preparation. Mention the inquiry number and different scopes names in the mail. Inquiry Number: 1300007

Scope: FR Studies-FRS Scope: Post award Services-PAS etc. STEP: 04 T.Code: SBWP Mail to Concerned departments for cost sheet inputs STEP: 05 Creation of base planning object T.Code
Via Menus Via Transaction Code Logistics>Project System > Financials >Planning>Costs in WBS>Costs in WBS>Base planning object KKE1,KKE2,KKE3

Each department creates base planning objects based on Inquiry number, scope, and year.

Inputs: Enter Base Planning Object Number and Press Enter.

Inputs: Base Unit of Measure: ea Company code: 1000 Description Then Click on cost estimate icon and select costing variant as BP01 in the popup screen and enter the date. Select you will find unit Cost estimate screen. Select header screen icon

icon so that you can come to Unit cost estimate screen.

Inputs: Category: E Department: Respective cost center Activity Type: Required cost head Quantity :

Then select save and back icons. Step 06: Information to marketing about base planning objects. T.Code: SBWP (SAP mail). Inputs approver sends mail to marketing dept specifying the competed base planning objects. Inputs of the Marketing Dept in the BPO T.Code: ZSDBPO

Select KKE2 Change base planning object and select execute

Enter the Base planning object for which changes are required. Say enter.

Click on change cost estimate Step 07: Creation of Quotation T.Code: Via Menus Via Transaction Code

icon and do the required changes in the Unit cost estimate.

Logistics>Sales and Distribution>Sales>Quotation>Create,Change,Display VA21,VA22,VA23

Marketing department creates Quotation and compiles all base planning objects for cost sheet preparation.

Enter the Inputs. Sales organisation, Distribution channel and division. If it is required to create Quotation with respect to Inquiry click on enter Inquiry number. icon and

Inputs: Sold to Party, Deliver Plant, Material and description. Enter always material as Scope and enter description manually. Double click on line item FR Studies (scope), it takes you to item data screen. Click on Costing icon Following popup screen appears.

Click on Unit costing and enter costing variant as PC04, press enter. It takes you to Unit cost estimate screen.

Inputs: Category : B (Base planning object) V (For marketing inputs) Resource: Base planning object Description: For marketing inputs, description must be maintained manually. Quantity: Always enter quantity as 1 for base planning objects. Price Total: For marketing inputs Price must be maintained manually. Similarly for each scope we can compile base planning objects. Attach the offer document to the first line item of the quotation.

Click on save button

Step 07: Cost sheet Report T.code ZCWCS

1.Enter the Quotation Number and Execute.

2. In the report we can find scope wise and cost head wise details. If it requires to see the scope wise details double click on scope column.

3. Here we can find the cost head wise and year wise details. If it requires see the report department wise and year wise double click on cost head.

4. We can see the grade wise report of particular dept by double clicking on department. Step 08 Create Project Create a new project on receipt of order from the customer. Create the project a fresh or create with reference from an existing project. Click open number to view the next open number. Create the project with the required project profile. T.Code:

Access transaction by: Via Menus Via Transaction Code Project System > Project > Special Maintenance Functions > Work Breakdown Structure (WBS) > Create CJ01

1. On screen Create Project: Initial Screen, enter information specified in the table below: You can enter Project code directly or by finding through next open number. Field Name Project Definition Project Profile Description Enter the project definition ID Enter the project profile R/O/C R R User Action and Values Enter a unique project definition ID Enter the relevant project profile Comment s

(Note: On above table, in column R/O/C: R = Required, O = Optional, C = Conditional)

2. Click to find the current open number. To copy from template, in the template area enter the standard project definition or project definition to copy from. 3. Click project ID. to find the proposed open number; subsequently click to use the new open

4. In the project definition enter data as below: Field Name Description R/O/C User Action and Values Comment s

Project Definition Description Basic Data Business Area Plant Location Functional Area Profit Center

Enter the project definition description Enter the business area Enter the plant Enter project location Enter the functional Area Enter the profit center

Enter the project description for the required project Choose from the dropdown the required business area Choose from the dropdown the required plant Choose from the dropdown the location Choose from the dropdown the required functional area Choose from the dropdown the required profit center

R O O O R

(Note: On above table, in column R/O/C: R = Required, O = Optional, C = Conditional)

4. Enter the WBS Element detail by clicking on

in the project definition

Level

Enter the level in the project hierarchy

WBS Element Planning Element

Enter the WBS element unique ID Check or uncheck the check box

R O

Account Assignment

Check or uncheck the check box

Enter the level of the WBS element. Enter only one WBS element at level 1. All other WBS elements should be entered below this on levels viz. 2,3,4,5. Enter WBS element ID as per the project coding mask. Check the PE box wherever cost planning has to be carried out. If the box is not checked system will not allow cost planning for the WBS element. Check the Acct box wherever network / activities or actual cost has to be booked

Note: If Acct box is ticked then maintain investment profile for the WBS element.

Billing Element Assignments Tab page Business Area

Check or uncheck the check box

Check the Bill box wherever revenue or sales document has to be assigned Choose from the dropdown the required business area for the WBS element i.e. only if the Business area is different than the business area as defined in the project definition Choose from the dropdown the required plant for the WBS element i.e. only if the plant is different than the plant as defined in the project definition Choose from the dropdown the required location for the WBS element i.e. only if the WBS location is different than the location as defined in the project definition

Enter the business area

Plant

Enter the plant

Location

Enter the location

(Note: On above table, in column R/O/C: R = Required, O = Optional, C = Conditional)

5. Use entry tool to enter WBS elements.

Press enter button.

6.All WBS Elements are on level one. To correct hierarchy follow the below path.

You can find the WBS Elements are arranged in hierarchy automatically.

7. Maintain operative indicators: 1) Planning Element: 2) Account assignment element: 3) Billing: To allow planning in WBS elements To allow actual and commitment postings To allow assignment to sales & billing documents

8. To see the Project in hierarchy graphic, click the icon

Step 09 Create Resource allocation sheet T.code ZPSO28 1. Enter the Quotation number, Select Create/Update icon and execute to prepare the resource allocation sheet.

2. In the above screen you can find the cost sheet vaules year wise. Buy putting Percentage for each year and cost head resource allocation sheet values will be prepared automatically. For the ManMonth cost head WBS Element need to be maintained so that quantity check takes place at the time of execution. Save and click on back button.

3. To see the Cost sheet vs. Resource allocation sheet display report, select report radio button and execute and select cost sheet radio button. In this report you can not change any values. Click on back icon.

Click on back icon. 4. To see the Resource allocation sheet display report, select report radio button and execute and select Resource allocation sheet radio button. In this report you can not change any values.

Step 10

Copy Cost sheet values to Project cost planning Project System > Project >Financials>Budgeting>Planning>Costs in WBS>Overall values>Change CJ40

Via Menus Via Transaction Code Enter Project definition and version.

Say enter

Enter the plan values against each WBS element by referring to cost sheet. Total the values by selecting top level WBS Element and by following Edit>total Up.

Say Enter

Step11

Copy Resource allocation sheet values to Project budget. Project System > Project >Financials>Budgeting>Original budget CJ30

Via Menus Via Transaction Code

Copy the values from Resource allocation sheet values to Project budget manually.

Total the values by selecting top level WBS Element and by following Edit>total Up.

Save the budget. Step12: User status to Project Definition Put User status RFAP to Project definition. Select Project definition icon to go to Project definition overview screen. First user status will be INIT.In this status Project can not be released. Marketing dept puts the user status to Project definition

which will trigger workflow to Group head, HOD (Marketing), HOCW.Then HOCW puts user status APPD. That means Resource allocation sheet is approved. Then only we can release the Project.

Step 13 Creation of Sales Order T.code. Via Menus Via Transaction Code Logistics>Sales and Distribution>Sales>Order>Create,Change,Display VA01,VA02,VA03

Recording receipt of Advance from Customer

Inputs: Sales Organization: 1000 Distribution channel: 10 Division: 02 Say enters and provide the Following inputs. Customer : 10000001 (Pick up from the drop down) Delivering Plant: 1002 Material : ADV WBS Element : CW-09855-1 (say)

Fill in the Text:

Go to Line Item- Conditions Tab

Fill up the condition type ZADP wit the Advance Cheque Value and Press enter. Go to tab and choose the relevant Bill to Party

Press Save Note the order No and go to Transaction VF01 Type the order no in the Document No Column , choose document type FAZ and enter billing date.

Press enter to arrive at the following screen:

Press save button to generate Down Payment Request No.

Go to transaction VF03 and type the document no:

Press the document Flow Icon

to see the document flow:

Please note the accounting document No ( eg; 2400000113) Go to F-29 transaction:

Fill in relevant date fields , company code data (1000) currency (INR) Customer Code, Bank Account No in SAP & Business Area as 1002. Fill- in Cheque No and Date in the Assignment Field and Cheque Particulars in the Text Field. Fill-in value 1 in the amount field and press You will see the following screen. button.

Choose the relevant Down Payment request line created earlier and press tab. You will come to the following screen:

Enter the tax amount as suggested in the footer.. and press the overview button: Withholding Tax screen will pop-up for you to enter any TDS amount else press enter:

Press enter till you come to this screen:

Double click the Bank line item and replace the value of 1 with * , this will copy the value of the Down Payment Request to the Bank Line Item, Press Overview icon again and you will come to this screen:

From Menu choose Document- simulate to populate the additional line items as shown below:

Press save icon to post the payment document. Message at the footer will confirm the transaction as shown below:

Step14: Via Menus

Notification for Nomination of Project Manager Logistics>Project System > Notifications>General Notification>Create IQS1

Via Transaction Code

Enter Notification type and enter

Inputs:

Description: Subject Long text Document type: Document No:

Step15 Creation of Network Activities and scheduling Via Menus Via Transaction Code Click on Open icon Project System > Project >Project Builder CJ20n and enter the Project definition in the popup window. Click on enter button .

Here we can define two types of network networks. 1. Network with costs: Normally these networks are created for time sheet neworks.Here each department is defined as an activity. Work and work center will be mentioned in the activity. During time sheet entry employee enters hours against this activity, which will be approved and transferred to project by the project manager. As a result cost also updated in the project. In case of shared manpower, Project manager defines separate network activities and confirms the activities which posts costs as well. Network type: CW01, Network Profile: CW00001 2. Network without costs: For scheduling activities separate network will be created. In case of site deployment actual cost will be booked through personnel master. But actual man month will be updated through activity confirmation with out any cost updation. Network type: CW02, Network Profile: CW00002

Timesheet Network Select WBS Element for which timesheet activities need to be created and right click the mouse and select create network. Enter Network profile and network type.

Select activity overview

and enter description the duration, work, work center

Scheduling Network Select WBS Element for which scheduling activities need to be created and right click the mouse and select create network. Enter Network profile and network type.

Select activity overview and enter description the duration. After saving the transaction network numbers will be generated automatically. To create capacity requirements for the activities select the capacity requirements indicator in the network header (basic data tab page) and perform the network scheduling. Select the network header and go to Edit->Dates->Schedule. Capacity requirements will be generated for the network. Creation of Milestones: Select the activity or WBS Element to which Milestone need to be created and double click on Milestone object in the template area.

Enter the Milestone description, Milestone Usage, Invoice Percentage, Fixed date or Offset to activity Sales document date.

Making a Sales Order for the Purpose of Billing a Customer

T.code. Via Menus Via Transaction Code Logistics>Sales and Distribution>Sales>Order>Change,Display VA02,VA03

Create sales order ( change mode) after getting order from the customer. While creating sales order, Payment terms with the customer must be taken in to consideration like lump sum, actual Man month, Actual tours etc. Take the Sales Order no against which advance has been taken and run transaction VA02. Give the order No and press Enter.

Enter the following Plant:1002 Material: Lumpsum (Say) WBS Element: CW-90000-1 (say) Press Enter and type Plant Code = 1002 Type the Material code LUMPSUM (say) And give the relevant WBS no.

Double click on Line item of Material Line item -- it takes you to Line item detail screen. Click the Conditions tab .

Manually select the Condition ZPR0 and enter the LUMPSUM amount.

Press Enter.

ZPR0 line with amount will move up and the taxes will be calculated accordingly. Select the tab. There will be a pop-up screen and select the WBS .

This will lead to the Milestone Billing Plan Screen and you can copy dates from the WBS by pressing or manually create the milestones

In normal case the Invoice Percentage should be 100.00 Press the back button from the top menu and save the order. Step 16 Manual confirmations of the activities. Via Menus 1.Logistics>Project System > Project > > Project Builder 2. Logistics>Project System>Progress>Confirmation>Individual/Collective Confirmation

Via Transaction Code

CJ20n,CN25,CN27

In case of site deployment actual cost of the manpower will be updated through payroll. But actual ManMonth will not be updated. To update actual ManMonth, manual confirmation for the activity needs to be carried out. In case of shared manpower utilization also manual confirmation need to be carried out. Prerequisite for confirmation is activity should be released. To do confirmation select an activity and follow the below mentioned path.

Enter the Inputs like Personnel number, work center, actual work, posting date and select the back icon and save the transaction.

BILLING A CUSTOMER POST ACTIVITY/MILESTONE CONFIRMATION USING SALES ORDER:

Transaction VA02: Change Sales Order. Give the order no and press enter. Choose the relevant line item , say LUMPSUM and go to its Billing Plan Tab

On milestone confirmation in Project System the Billing Block in Sales Order Billing Plan Line will be automatically removed.

Press Back button and save the Order. Enter Transaction Code VF01 and give type the Sales Order No in the Document Field Choose Billing Type ZCON and enter the Date of Billing and Press Enter

Chose the line item and double click to see its details

Go to its Texts Tab and enter the item details.

Press Back Button and go to Header Texts by clicking the icon Go to the text Tab and re-enter the texts relevant for the billing.

Press Back Button and Save the document ---. This will post the document to FI module. Successful message will be flashed on the footer: Go to Billing Document- display and Press the document flow Icon Cross check that automatically accounting document has been generated.

This completes Successful Billing in SAP System

Step 17 Workforce planning There are two way of doing workforce planning a) Project view b) Work center view Via Menus Via Transaction Code Logistics>Project System > Resources>Workforce Planning> Project View CMP2

Select the project in which you want to do the workforce planning. Enter the profile for workforce planning and the planning period (start and the end date of the planning). Press the 'Execute' button .

It will display the project view. Assignment of the workforce to the activities is to be done.

Select the activity and press 'Create Assignment ' button activities.

. Assign the resource/ resources to the

To see the availability of the resources, press the 'Availability Personal Resource' tab Distribute the quantum of work assigned to the activity to the resources in the open to enter fields for the required periods. The assignment displays Total work allocated to the activity, To be distributed which indicates the work still to be distributed. Distribute the quantum of work in the activity to the periods.

Press save b) Via Menus

and go back

to save assignment.

Via Transaction Code

Project System > Resources>Workforce Planning> Work Center View CMP3

Select the work center at which you want to do the workforce planning. Enter the work center, plant, and profile for workforce planning and the planning period (start and the end date of the planning). Press execute button This gives the Workforce Planning, Work center view.

This screen has two sections; the upper section gives the personal resources assigned to the work center and the lower section displays the activities in which the work center have been assigned. To assign resource to the activity select the activity and press create assignment tab . The activities and the resources will be displayed on the upper screen. Distribute work in the open to entry fields as per the quantum of work in the project activity.

Press save and go back to save assignment. c) Reporting for capacity planning Via Menus Project System > Information System >Resources>Capacity Load > Work Center View Via Transaction Code CMP9

Select the project for which you want to see the workforce planning report. Enter the profile for workforce planning and the planning period (start and the end date of the planning). If you want to see the availability of the resource, then tick the checkbox with the availability personnel resources. Press execute button Step 18: Time Sheet Entry Via Menus Via Transaction Code . It will lead to the report for the workforce planning.

Project System > Progress>Confirmation>Time Sheet .CATS Classic>Record Working Time CAT2

Enter the data entry profile, the date from which you enter the data and the personal no of the resource for which the time sheet data entry is to be made. Press the Enter Times button It will show the Time Sheet Data entry view

Data entry screen have two parts, The upper section shows the work list for the employee. Select the activity for which you want to enter the working hours and select the copy tab from the menu. After this it can be seen in the Data Entry Area. Enter the Activity Type, Task Level, and Task Component. Enter the working hours for different days.

After entering the working hours, release the time sheet by pressing Release View button

Then release the by selecting the activity and releasing it by selecting Edit > Release from the menu bar. Once the timesheet is released, it is ready for the approval. Step 19: Approval of the working time Via Menus Via Transaction Code Project System > Progress > Confirmation > Approval > Approve Working Times CATS_APPR_LITE

In the Approve Working Time screen enter the network no. for which activities are to be approved. Press executes . It leads to the Approve Working Times Screen.

This screen displays the date and the no. of hours entered for different resource/resources. Select the activities which is to be approved and press the approve tab

I f you don't want to approve any activity, then select the activities and press the reject tab. Once you press this tab, the system will ask for the rejection reason. Pick the suitable reason. It will give a pop-up window in which texts about the rejection reason can be entered.

Enter the text and press enter

The rejection of the activity will initiate a workflow. Through the workflow the resource whose time sheet entry is rejected will get a mail in his inbox. The mail will contain the document which will explain the rejection reason.

Step 20 : Transfer of entry in the time sheet to the project Via Menus Project System > Progress > Confirmation > Transfer >Project System > Transfer Via Transaction Code CAT5

Enter the Personnel number. If there is a need to see the log then selects the Log check box.

If you want to see the result without transferring them to the project pick the Test Run check box also. Press Execute .

If the log is checked then the above screen will show the details of the transferred data. Once the time data is transferred it can be seen in the project. Open the project in the Project Builder and pick the activity and its Dates tab. In the details of the Dates tab see the Actual Date's entry.

1. Creation of Purchase requisition: Overview A requisition defines the need for a material or service. It is the primary instrument for identifying materials or services that must be either procured outside the company or manufactured internally. It authorizes the Purchasing department to purchase materials in specific quantities within a specified time frame. It is an internal document and is not used outside of the company. Requisitions can be created for materials with or with out a material master. When creating the requisition with a material master, the part number must be referenced, and a flag must be placed in the account assignment field. This will bring up a pop-up window to assign the material to an account. Requisitions do not need a material master. If processing a requisition for material that does not have a material master, the account assignment must be flagged with the proper key to charge the item to a cost center, project, or an order. Purchase order can be created by Via Menus Via Transaction Code ME51 a) Logistics>Production>DRP>Execution>Purchase Requisition>Create

On screen Create Purchase Requisition: Initial Screen: enter information specified in the table below:

Fields Document Type Purchase requisition Source determinati on Item Category Account assignment Delivery date

Description Defines whether a requisition or agreement is to be created Number that uniquely identifies a requisition Flag that determines whether automatic sourcing of materials from a vendor is to be used Denotes specific features of an item (example - material is consignment) key specifying whether accounting for an item is to be effected via an auxiliary Account Date on which the goods are to be delivered. If delivery date is sooner than the system calculated lead time, a warning will be issued

R/O/C R O O

User Action and Values Enter type (ZP12) for regular purchase requisition for the project Leave blank. Number assigned by system.

Comments

O R Choose either Project,(P) Projects

Enter date material is required

date format may vary by configuration

Plant Storage location Purchasing Group Material group Req. tracking number Requisitioner Shipping Plant

Plant requiring material Key for determining storage location for a specific plant The Buyer responsible for purchasing the specific requisition/item Grouping of several materials with similar features This number can be used to facilitate the monitoring of material procurement Indicates for whom the material is ordered The plant from which ordered material is supplied

R O R R O R O

Enter plant where material is to be shipped Identify the buyer who will purchase material Enter material group code

R = Required, O = Optional, C = Conditional

On screen Create Purchase Requisition: Item Overview: enter information specified in the table below:

Fields Item I A

Description Number that uniquely identifies an item within a purchase requisition Denotes specific features of an item (example - material is consignment) key specifying whether accounting for an item is to be effected via an auxiliary Account Name or number that uniquely identifies a material Description of Material Quantity to be ordered Unit of measure in which the requested material is to be ordered Category of delivery date (indicates whether the date

R/O/C R O O

User Action and Values Defaults

Comments

Choose either Project,(P

Projects, orders and cost centers will have assigned numbers

Material Short Text Qty requested UN C

R O R R R

Enter name Required for materials with no material master Enter number of units required Defaults from material master Select from the drop-down list

Delivery date

PGr Matl Group Plant Storage location SPlt

format is day, week or month) Date on which the goods are to be delivered. If delivery date is sooner than the system calculated lead time, a warning will be issued Purchasing Group Material Group Plant requiring material Key for determining storage location for a specific plant Supplying Plant

Enter date material is required

date format may vary by configuration

R O R O O

Defaults from material master Enter material group Enter plant where material is to be shipped to Do not enter a location.

Click on the save folder to produce a numbered requisition, or hit Control + S.

Overview Trigger:

A purchase order needs to be created, and the vendor is known.

Business Process Procedure Overview A purchase order is a legal document used to record an individual purchase (negotiated terms, conditions and pricing) with the vendor or arrange for a delivery based on prior agreement. It also provides the vendor with a reference document to link to shipping (goods receipt) and invoicing (invoice verification) processes. The purchase order is a commitment to a vendor for a given material, in a specified quantity at a predetermined price and delivery date. The steps you must perform to copy a document or convert it into a purchase order are identical. To create a requisition or purchase order by adopting an existing document, you can either select the desired document in the document overview or adopt it in the current purchase order in the right-hand area of the screen using the ADOPT button. In addition you can drag it onto the shopping basket symbol with the left-hand mouse button. A prerequisite is that the relevant documents can be displayed in the document overview. Click the Personal Settings button on the tool bar, this function is for default information for purchase order header data and also purchase order item data. This will reduce the amount of redundancy in the data entry, i.e. plant, company code. One Purchase Order may be created for several purchase requisitions.

Via Menus

Via Transaction Code

Logistics>Materials Management>Purchasing>Purchase Order> Create>Vendor/Supplying Plant Known Logistics>Sales and Distribution>Foreign Trade/Customs>General Foreign Trade Processing>Environment>PurchaseImport>Purchasing>Purchase Order>Create Logistics>Production>KANBAN>Environment>Purchasing>Purcha se Order>Create ME21N

On screen Create Purchase Order, enter information in the fields as specified in the table below:

Field Name Shopping Cart Symbol Purchasing docum ent number

Description Order type

R/O/C R

User Action and Values System defaults in Standard PO. Use pull down to change if necessary Leave blank if internally assigned; fill in if external assignment

Comments

Number can be internally or externally assigned

Vendor

Vendor number

Vendor number known or via match code search Date PO created (defaults to todays date)

Doc. date

Purchase order date

Header Purchasing Organi zation Purchasing Group Company Code Item Overvi ew Item number

Section Header Purchasing organization code R Purchasing Organization known or via match code search

Purchasing group code

Company code for purchase

Enter if not defaulted in from purchasing org or group

Item Overview

Item number within document

Will default by system

Acct. assign ment categor y

Account where costs are allocated For a consumable material. For a stock material it is not required

Leave blank for stock item, enter if a consumable material

Choose either Project (P), Order (F), or Cost Center (K) to charge costs Projects, orders and cost centers will have assigned numbers

Item category

Type of purchase

Leave blank for standard purchase Use match code search if needed External numbering may be used.

Material

Material number

Short text

Text from the material master record Required units / quantity Unit that good or service is purchased

Default from master record

PO Quantity Unit of measur e Category of deliver y date

R R

Enter quantity Enter unit of measure

Indicates whether the delivery date is to be entered and displayed as a calendar day, week or month.

default

Delivery Date Net Price

Date material is required Vendor selling price for good or service Currency used for plant Price per unit

R R

Enter delivery date Enter price

Currency Per

R R

Default Default

Order unit

The unit of measure for which material is purchased Grouping together of materials by characteristics Facility where goods or services are produced or sold. Location where stock is stored

Default

Material group

Enter material group

Plant

Enter plant

Storage Locatio n tracking number

Enter storage location

Required for stock item

Number that facilitates monitoring of the procurement of required materials

Enter if known

Can be used in List display to list all POs created by a certain buyer. Potential entry is employee number.

Requisitioner

To whom material or service is ordered Purchasing information record informal price agreement that may be updated with each purchase Specifies if good or service are returns Free goods Texts exist if checked Reference document number

Info Record

Default if good or service was purchase from vendor previously or info record created manually

Returns Item

Free Texts Purchase req

C C C Use tool bar button to reference other purchasing documents

Outline Agree ment

Reference document number

Use tool bar button to reference other purchasing documents Item number within purchasing document Use tool bar button to reference other purchasing documents Item number within purchasing document Use tool bar button to reference other purchasing documents Item number within purchasing document

Agreement Item

Item number

RFQ

Reference document number

RFQ item

Item number

Purchasing doc

Reference document number

item

Item number

Higher level item

Item number of higher-level item to which this item belongs (in a hierarchical arrangement).

Sub-item categor y

Indicates the nature of the sub-item (for example, discount in kind).

(Note: On above table, in column R/O/C; R = Required, O = Optional, C = Conditional) Click on the Enter button. On the Item Details screen, click the Services tab for Item. Enter information in table below:

Field Name

Description

R/O/C

User Action and Values

Comments

Service No.

Enter the service defined in the Service master Description of the Service

Short Text

C, if no Service no. is maintaine d C C

G/L Account Quantity

General Ledger Account Quantity of the of the service ordered

Gross price

Price of the service

On the Item Details screen, click the Limits tab for Item. Enter information in table below:

Field Name

Description

R/O/C

User Action and Values

Comments

Overall limit

Enter the overall purchase value Enter the expected value of the purchase The actual purchase value If there is no limit on the overall purchase order value

Expected value Actual Value No limit checkb ox

C O

On the Item Details screen, click the Account Assignment tab for Item. Enter information in table below:

Comments Field Name Quantity Description Enter quantity that will be expensed Location for delivery R/O/C C User Action and Values

Unloading point G/L Account Controlling area WBS Element

General Ledger Account May include one or more company codes Enter the WBS element for which PO is being made

C C

Recipient

Individual to receive delivery

(Note: On above table, in column R/O/C; R = Required, O = Optional, C = Conditional) Click on the Enter button. The Purchase Order may be posted by clicking on the Save button. A message will be displayed stating that the purchase order was saved, with the purchase order number.

b) PO release Via Menus Via Transaction Code

Material management >Purchasing > Purchase Order >Release > Individual Release ME29N

In the screen select the status and release the PO.

Business Process Description Overview This document describes the procedure for creating a service entry sheet. Within purchasing, this service entry sheet document is designed for the recording of the services that have been performed by the service provider. The service entry sheet is a list of all planned services that have actually been performed. It can also be used to list and specify unplanned services that have been performed and whose precise scope and nature were unknown at time of planning phase. Input Required Fields Purchase Order Number for Services (Item Category = D) Field Value/Comments Enter the purchase order you wish to reference

BUSINESS PROCESS PROCEDURE

Title: I-1 Organization/Area: Project Systems
File Name: Responsibility: PS_01 Release: Status: ECC 6.0

Output - Results Service Entry Sheet

Comments

Access transaction by:

Via Menus a) Accounting> Project System> Resources> Capacity Requirements Planning> Requirements> Maintenance Order> Completion Confirmation> Services b) Logistics> Customer Service> Service Processing> Confirmation> Activities c) Logistics> Plant Maintenance> Maintenance Processing> Completion Confirmation> Services d) Logistics> Production> Capacity Planning> Requirements> Maintenance Order> Completion Confirmation> Services ML81 and enter the PO number for service. Select the Create Entry Sheet tab

Via Transaction Code Select the other Purchase Order tab

Field Name Purchase Order Number Purchase Order Item Entry Sheet Number Selection Criteria: Person resp : (ordering party) Person resp : (contractor) Reference Date Only open sheets Location service
Last changed on: 05.04.2007

Description Enter Purchase Order Number for Services PO line item of service Number of entry sheet in system Section Heading Name of person responsible for ordering service Name of person responsible at contractors office Date when the price was put on the service entry sheet To select only open sheets. Location at which service
Last changed by: Sharad Gupta

R/O/ C R O O

User Action and Values Enter Purchase Order Number. Match code (F4) may be used to help. Enter PO item number Enter entry sheet number

Comments

O O O O O

Enter name Enter name Enter date Check this if the selection should be limited to open sheets. Enter location
Version: 1.0 Page: 86 of 88

BUSINESS PROCESS PROCEDURE

Title: I-1 Organization/Area: Project Systems
File Name: Responsibility: PS_01 Release: Status: ECC 6.0

performed Short Text Adoption of Planned Services Percentage for quantities Model Service Specifications Sequential Control

was performed. To select using short text. O Enter short text. Adopt planned service O Check box if you wish all planned from PO into service entry services to be adopted into service sheet entry sheet from PO % of planned services O Set percentage of planned services adopted from PO to be adopted Number of a set of model O Choose one service specifications Overview R Choose one Details Add (Note: On above table, in column R/O/C; R = Required, O = Optional, C = Conditional) Click on the Enter button. Click on the Create Entry Sheet button. On Screen (Entry Sheet Number): Create Entry Sheet: enter the information in the fields as specified in the table below:

Field Name Service No. Short Text Quantity Un of Measure

Last changed on: 05.04.2007

Description Key which uniquely defines service (service master number) Description of Service Qty of service performed Unit of Measure for service

R/O/ C R O R O

User Action and Values Enter Service number Field populates when service no. entered Enter qty of service performed Field populates when service no. entered
Version: 1.0

Comments

Last changed by: Sharad Gupta

Page: 87 of 88

BUSINESS PROCESS PROCEDURE

Title: I-1 Organization/Area: Project Systems
File Name: Responsibility: PS_01 Release: Status: ECC 6.0

Price Price of service performed R Enter price of service performed (Note: On above table, in column R/O/C; R = Required, O = Optional, C = Conditional) Click on the Enter button. Save the sheet. Now select the service and enter the Accept tab on the toolbar.

Last changed on: 05.04.2007

Last changed by: Sharad Gupta

Version: 1.0

Page: 88 of 88