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You can create invoicing plans directly for network activities (external, service, or general
costs) or components procured externally.
This means that it is possible to plan costs and outgoing payments on the basis of dates
entered in the invoicing plan. Costs are not simply distributed, but are calculated precisely
at the times specified in the invoicing plan.
You can create an invoicing plan by copying a reference invoicing plan.
The reference invoicing plan fixes cost and payment times relative to a start date.
lternatively, you can copy billing milestones as dates to the invoicing plan of the activity. !f
you copy the milestones rather than creating them manually, they can be postponed
along with the dates in the invoicing plan if the activities are rescheduled.
You cannot create invoicing plans in combination with unit costings (for general costs
activities or material components).
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$n the basis of days, periods or fiscal years one can plan payment flows i.e. revenues
and expenditure.
!n %&' elements, manual planning of revenues and expenditure is by period. t
commitment item level (roect Cash *anagement master data) planning takes place.
The +uantity structure in the network and the billing plans in the %&' or ' document
are valuated in the automatic planning of financial data.
utomatic planning will be done by day. lanned line items will be written.
&ased on assignment to -/ accounts commitment items will be determined. 0nlike
revenue and costs calculation, payment date calculation takes account of the
customer and vendor payment terms respectively.
1ote2 The credit side payment plan of the network is determined using theasynchronous network costing only.
The dates and the payment terms are used in the ' billing plan for planning incoming
payments. 'ales order items will also be used in assigning the billing plan data and
payment terms(of the dates or sales order item).The delivery date including the
payment conditions is used if there is no billing plan for the sales order item.
"
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!n the case of activities processed externally and externally procured components,
invoicing plan including payment conditions are used 4 or, the delivery dates including
payment conditions are used where there is no invoicing plan
!f an invoicing plan has been maintained, payment data is only planned for
general costs activities
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For instance In this case the way in which the material can be procureddepends on both item category and material attributes.
The material master stores the information of
the material attributes.-It contains information like :
-Whether the material is purchased orinternally manufactured.
-Whether the requirements are individualor collective or both
-
Whether the material can be procured inadvance.
The control data of the proect definitiondetermines whether stocks can be built or not
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The account assignment category of the salesorder determines whether sales order can bebuilt up
! setting within the "#$ can be specified todetermine whether the components can beprocured independently of the material mastersettings.
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The components can be assigned to theactivity with the help of the procurementindicator.
%The &rocurement indicator contains thedefault values for determining the stock andthe procurement type.
%! procurement indicator can be specified inthe network profile. This gets defaulted in thecomponent assignment.
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The &$* transfer functionality in ' ' helps you to assign the material from &$* to
the network activities based on the reference point field which is assigned to the material
and network activities.
%&' &$*s can be assigned to roect &$*s using the &$* Transfer transaction .
The corresponding selection parameters must be chosen to perform the same.
dvantage of &$* transfer functionality is that the changes in the &$* during the course
of the proect will change in the activities (you need to run &$*6transfer again every time
you make changes in &$*).
You can also manually assign materials to network activities without reference point fields.
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'eference point : This is the logical link between a "#$ component and anetwork activity. It ensures that the automatic assignment of the materialcomponent happens correctly.
%While the assignments by themselves are proect specific( they can be madesimultaneously for a large number of networks in the proect.
%Individual components( individual "#$ assemblies or a multi level "#$ canbe assigned.
%These assignments can happen manually without reference points as well.
rocedure 8or &$* Transfer2
%Field in the "#$ and the network activity which needs to be used asthe reference point needs to be specified.
%These fields must have the same structure in both the obects. Forinstance : )*!'( eight digits .
%&ossible entries for the reference point can be defined incustomi+ing.
%'eference points in the "#$ )omponents and the network activitiesmust be defined.
%The "#$ &, Interface must be started -after changing the "#$
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%"#$ )omponents are assigned to activities in this process.
%&urchase requisitions and reservations are created for the assignedcomponents if 'eservation/&urchase 'eq. indicator is activated.
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material that you allocate to activities in a network can be kept in various stocks.epending on your proect, you can access different types of stock for materials
planning2
'ales order stock and proect stock are important for controlling purposes (for monitoring
the stock value in a sales order or proect) and from an *: point of view (the stocks
are reserved for the sales order item or %&' element; other stock elements cannot
access them).
The various stock types are managed for each material component using the account
assignment category. You define the account assignment category when you assign the
material to the network activity (popup in manual assignment, strategies in &$*6'
interface and standard network).
The possible account assignment categories depend on the assignment of the network
activity to a stock obect (%&' element or sales order item), on the item category for
the assignment (direct procurement for non6stock items) on the material master, which
can exclude collective or specialist stock management.
s of :elease 5.7, you can use *: elements (grouping) to manage a oint proect
stock for an entire proect or for several proects (this is a rougher method than managing
stock per individual %&' element).
You maintain the account assignment categories possible for network purchase
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re+uisitions in customi=ing.
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!nstead of managing the material either in a plant stock or for each individual %&'
element and having no control at all over procurement or being fully responsible we
can go for re+uirement grouping. Through re+uirement grouping we can determine
the degree of control ourselves.
rere+uisites for using re+uirement grouping 2
>aluated group stock
-rouping %&' elements
*: -roups that allow re+uirement grouping
ssigned components should have periodic lot si=es.
The most basic scenario involves grouping the re+uirement of all the %&'
elements in the proect into one %&' element.
$r we can create proects which are only meant for grouping re+uirement of otherproects.
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>aluated proect stock must be allowed in the proect definition control data.
%ith the exception of automatic re+uirement grouping *: element indicator
must be set for %&' elements.
*: groups involved in re+uirement grouping must be determined in customi=ing
for the %&'.
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!t is common in engineering proects for critical components with long and unreliable
delivery times to be purchased at an early stage in the proect much before the
proect activities in which the components will be used are specified. dvance
procurement process is used in such situations.
dvance procurement can only be used when you are using sales order or proect
stock .
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Order Categories and order types
ocuments are used to enter business transactions in the :" 'ystem. $rders are
one type of business transaction. $rders are determined by their order category.
The network is an order category. $rder types are prescribed by the system for the
relevant applications.
You can define your own order types within an order category. The order type
describes how the order is controlled.
Customi=ing includes two tables, one for the order type and another for the
order typeplant combination.
The order category is used to control2
3. 1umber assignment
A. efault value settings
". 0ser6specific status management
5. 0ser6specific field control!n the case of networks, order typesplants can be header6assigned or activity6
assigned. 1ormally, activity6assigned networks are used, where costs are gathered
in each activity. Beader6assigned networks are only significant for the assignment of
networks to sales orders (without %&').
Project Assignment of orders
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You can assign various ' orders to a proect; examples include internal orders,
production orders, and plant maintenance orders. You can then use the proect
hierarchy reports to evaluate these assigned orders with the %&' element.
ach order is a cost obect with its own costing parameters such as planned costingvariant, actual costing variant, and overhead sheet. The planned costs of assigned
orders are used to determine the planned costs of the proect.
You assign orders to the proect either by assigning a %&' element to the order
header or by assigning the order to a network and activity as a subnetwork. !f the
assignment is re+uired only for cost control and analysis, you need to assign order to
the relevant %&' element. !f the assignment is re+uired both for scheduling and
cost control, you need to assign the order as a subnetwork. The %&' element is
derived from the network activity. 1ote that production orders cannot be assigned as
subnetworks.
ocuments are used to enter business transactions in the :"
'ystem. $rders are one type of business transaction.
$rders are determined by their order category.
The network is an order category. $rder types are prescribed by the system for the
relevant applications.
You can define your own order types within an order category. The order type
describes how the order is controlled.
Customi=ing includes two tables, one for the order type and another for the
order typeplant combination.
The order type is used to control2
1umber assignment
efault value settings
0ser6specific status management 0ser6
specific field control
lant and order type parameters are used to control2
!f the network is activity6 or header6assigned
lanned and actual costing variants
The settlement rule strategy
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You can use the DappendedD indicator to specify, per order category, whether an
order is appended 6 that is, whether the planned values for the order are included
in the planned value of the corresponding %&' element2
3. !f the DappendedD indicator is set, the order planned value increases the
%&' element planned value. The information system shows the total
as the proect plan. %hen cost planning is taken over as the budget,
the values from appended orders also contribute to the budget.
A. !f the DappendedD indicator is not set, the order planned value is not
added to the %&' planned value. !n budgeting, the plan total for such
orders must be added manually so that these orders can use funds
later.
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You can use the DappendedD indicator to specify, per order category, whether an
order is appended 6 that is, whether the planned values for the order are included
in the planned value of the corresponding %&' element2
$nce released, all orders are apportioned 6 this means that their plan, commitment,
and actual values are funds assignments against the funds in the proect. The
order value table contains an indicator which you can use to make orders
DapportionedD earlier, at the DcreatedD stage.
You can set appended and apportioned indicator based on the order category,order
type, and controlling area
n exception to apportionment at release is in the case of networks for preliminary
planning.!n roect 'ystem customi=ing,you can specify network types to be used
for preliminary planning.reliminary planning networks are never apportioned.Their
related plan values do no increase the assigned value for the relevant %&'element
!n the case of networks (order category A#), you can use the network type
parameters to determine whether the network is2
Beader6assigned or activity6assigned 6 that is, whether costs are managed in
the network activities or collected in the header
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preliminary planning network whose plan, commitment, and actual values
are not apportioned 6 meaning that they do not appear as assigned values
in the proect.
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Header-Assigned Networks
!n a Beader6assigned networks all the costs (activity and material) are assigned at
network header level
fter assignment of network header to a %&' element, ll costs are transferred to
%&' element. ssignment of activities to %&' elements is only to summari=e thedates
%e you have to use header6assigned networks to assign networks to sales order in
case sales order are not assigned to proects as no assignments can be made to a
sales order item in the network activity.
Activity-Assigned Networks
Costs are collected on activities in case activites are used as account assigned
obects.lantnetwork type parameters deines the condition if the network header
or network activities are to be used as cost obects.
ctivity6 assigned networks are usually used when activities are assigned to various
%&' elements.Bere every activity in the network is an account assignment obect.
%hich implies we can analy=e planned costs, commitments and actual costs
for each activity.
The costs are aggregated and displayed for the %&' elements to which
the activities are assigned.
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ctivity account assignment is a special feature of networks. ll other order types are
header6assigned. ctivity account assignment is controlled via the appropriate
indicator in the table Darameters for network typeD.
Beader assigned networks should be used when networks are assigned to salesorders without %&'.Beader assigned networks can also be used when the
enitre network is assigned to a single %&' element
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' document item assignment is controlled via the account assignment category.
The account assignment category is controlled via ' re+uirements type
determination.
!mportant factors that affect account assignment are the strategy group, the *:
type and item category group from the material master of the product as well as
the document type of the ' document.
The system defaults the item category when you create an order. You can accept
the default or overwrite it. ermitted item categories are defined in Customi=ing.
The permitted planning strategies are assigned to the material using the planning
strategy group. This is necessary so that you can find the correct re+uirements type
in independent re+uirements management and sales order management.
The default re+uirements type is the main strategy in the planning strategy group.
!f no planning strategy group is defined in the material master, the system uses the
item category group (sales and distribution screen in the material master) and, if
necessary, the *: characteristic to search for the re+uirements type for the salesorder.
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The account assignment category determines the C$ obect to which document
+uantities and values are assigned. You use it to determine the following2
0sing the special stock indicator (''! above), that goods movements in /ogistics use
plant stock, sales order stock or proect stock.
0sing the consumption posting indicator (Cons. above), the C$ obect to which the
values of a material document are assigned.
'ettings2
8 E Collective stock, consumption posting to the consumer (order, activity)
The account assignment category is important for procuring components directly.
E Fuantities and values managed in the sales order item
This account assignment category is important for make6to6order production without
%&'.
E Fuantities managed using sales order item, values managed in proects
This account assignment category is important for non6valuated proect
stock, with %&' and sales order item
F E Fuantities and values managed in proects
This account assignment category is important for proect stock
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- E lant stock, values managed using proect
This account assignment category is important for sales order items sold
from plant stock, with
value posting to the proect. !t differs from account assignment category D8D in
the field control
of the account assignment block.
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ctivity6&ased Costing offers a facility for allocating and distributing the overhead to its cause.
ctivity6&ased Costing provides useful information on2
$verheads reduction by process improvement
rofitability increase by highlighting unprofitable products or customers
ctivity6&ased Costing is advantageous for having2
G Transparent overheadsG arallel +uantity and value flows
G recise assignment of internal activities to consumer
Heanut butter effectD can be avoided through even distribution of overheads among all
the cost drivers.
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!n ctivity6&ased Costing, processes are the controlling obects. rices can be either
maintained manually or using activity and cost input planning in the case of cost
centers and activity types. Through activity based costing, processes are debited to
cost obects or profitability segments.
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Templates are created in ICustomi=ingJ and determined by controlling area, costing sheet,overhead key and template environment (for networks 4 ##5; for %&' 4 ##7) for the
function. !n the roect 'ystem, templates can be assigned to %&' elements, networks
(header assigned), or network activities. rocess costs are allocated to cost obects or
profitability segments by assigning a process template. rocess costs are calculated based
on the templates selected for the proect.
fter template selection, the calculation program
determines the following
rocesses in the template relevant for the
proect
G Fuantity of each process consumed by
the9
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proect
Calculated value to be added to the
proect at the start, end or continuously
The price for the process and the allocation cost element are determined by
entering one process per line in the process template. *ulti6level processes can be
mapped by referencing another process template in the working template.
The +uantity used by the cost obect is determined using the cost driver. This enables
the allocation of the relevant values to all the levels in the process hierarchy as far
as cost obects or profitability segments.
Cost drivers can originate from many different sources in the :" 'ystem or external
systems. xamples 2 weight (material master), number of components, activities of a
particular category, work center (network), number of sales orders for market
segment (/!') etc. The +uantities determined by the cost driver are multiplied by the
price of the process. The resulting value is charged to the cost obect (in the
example, the %&' or networkactivity), and the process is credited.
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ctual prices for activity types and business processes are calculated in $verhead
cost controlling at the end of the period.
ctual prices E ctual costs Fuantities consumed
The possibility of revaluation at actual prices and its specification for each
activity type are controlled in Customi=ing in the parameters for the actual
version depending on the fiscal year.
The difference between the actual price and the originally allocated price is
charged to the cost obects.
:evaluation at actual prices for activities and business processes can be done
in the roect 'ystem and in the Cost $bect Controlling.
:evaluation at actual prices using an activity type is illustrated in the example given
in the slide
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$verheads calculation is used to allocate overhead costs to cost obects such as activities
and %&' elements. Calculations are done based on the Costing sheet entered in
the cost obect and the overhead key entered on the %&' element,network header or network activity. $verheads can be calculated for
planned, commitment and actual values. $verhead calculations are
done using the +uantity based or percentage allocation rates.
The following postings get generated through overheads allocation2
ebits to cost obect (%&' element, 1etwork header or1etwork activity )
Credits to cost center ( overhead order or process )
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$verhead costs are updated using the secondary cost elements
in the costing sheet credit rows and these can be simulated also.
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Costing sheet is derived by means of the costing variant from the Darameters for
1etwork TypeD table, in the case of networks. The costing sheet and the overhead key
can be changed in the network header.
The costing sheets to be used in the activities are made a default through this.
8or %&' elements, the costing sheet is derived directly from the proect profile. !n
the case of asy Cost lanning and the unit costing for %&' elements, the cost
planning draws on a costing sheet for a costing variant which is assigned to the
proect profile through the planning profile.
$verhead keys for activities are inherited from their respective %&' elements.
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$verheads are calculated using a costing sheet.
The overhead surcharge can either be a percentage if it is value driven or an absolute value
of measure if it is +uantity driven. The overhead is calculated against a base which is defined
by the cost elements. Cost elements or cost element areas are collected in base lines.
8actors such as Controlling area, company code, plant, overhead group, network type, time
period and plan versus actual determine the overhead rate applied. $verhead key assigned
to the cost obect decides the determination of overhead group in customi=ing. Thus a single
costing sheet with flexible rates can be made use of different organi=ational units or
individual activities.
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networksactivities.
s part of the network costing, the system automatically determines planned
costs when you plan dates and resources for the following obects2
a. 8or internally processed activities2 activity inputs
b. 8or externally processed activities K service activities2 rimary costs
c. 8or genreal costs activities2 primary costs
d. *aterial componenets2 primeary costs.
You can use planning templates to create +uantity structures for asy Cost
lanning.
You can enter +uantities and prices in the template, or regulate activation using
formulas or conditions.
You can use characteristics assigned to the planning template as variables for the
formulasconditions. The characteristics are valued by the user when theplanning templates are copied into asy Cost lanning.
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0nit costing is done to calculate cost plan per %&' element. Bere we use
planned +uantities instead of cost.
!t is not period dependent
t cost element level, plan values are displayed
!nput information related to sources of supply, +uantities and prices mark the useof unit costing to generate cost plan per %&' element
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Structure Oriented Planning
'implest type of planning is structure based planning. lan values are displayed
in hierarchy
The total cost planned is aggregate
!t is neither by cost element nor is period specific
>arious views are used to display the different values in structure6oriented
planning
lanned total >iew6this shows total aggregate at superior %&' element (/evel
3 %&' element)
The distributable or distributed view6This view is used to check distribution of
budget among child %&' element
Cumulative or remainder view6This view is used to check distribution of budget
across years
$rdernetwork view6This displays the planned cost od appended ordersnetworksassigned to %&' element
Cost Element Planning/Activity Input Planning:
%hen more detailed information is re+uired, cost element planning is done. !t
is independent of proect scheduling
*anual reschedule of cost planning becomes mandatory if a proect or
individual
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package schedule is changed
This planning is adopted if precise information is available as it becomes sure not
to reschedulepostpone the proect
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The plan profile is used to control overall costrevenue planning. !t contains costing variants
for the unit costing or asy Cost lanning.
!t also contains indicators for updating revenue plan values via customer +uotations or sales
orders.
You assign the plan profile to the proect by way of the proect profile. You can change it in the
proect definition.
Costs and revenues can be planned in different C$ plan versions.
You either specify the plan version during planning or, if you are using asy Cost lanning,
you assign it to the controlling area.
lanning layouts are used to plan costs, revenues, payments, and statistical key figures.
You can use the :eport ainter to create the layouts and can assign them to planner profiles.
0sers can choose planner profiles and assign them to the user master record.
lanning profile2 0se transaction $'&
The lanning profile contains the settings related to planning. !t control overall
costrevenue planning. lanning profile is assigned to proect using proect profile. Costing
variant are
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relevant if we are using unit costing and easy cost planning
C$ plan version is re+uired to be specified if we are using easy cost planning.
lanner profile and planning layouts are specific to use of detailing planning
using Hcost elementactivity inputL
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lanning profile is contains the settings for overall planning, detailed planning
and unit costing
etails for each field can be checked using
83 !mportant field details are as2
Total >alue2 efines overall planning without any reference to fiscal year
nnual lanning2 efines overall planning with reference to fiscal year
&ottom up lanning2 $verall planning values are extrapolated after saving
xchange rate type2 etermines which exchange rate is to be used for currency
conversion of overall values
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Transaction $MMT to edit costing and valuation variant
Costing variant is mostly used for unit costing ,easy cost planning and also used for
costing networks. The field costing type determines for which %&' element
(costing obect) costing is done
>aluation variant determines the prices and rates. !n the above mentioned slide,system will first check for Hlanned price 3L if it fails, system will check for Hstandard
priceL and again if it fails it will check for Hmoving average priceL from material
master. !f system now fails, it will trigger an error message during cost determination
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!nternally-processed activities
!f no distribution key or work center is maintained in the activity, the costs are distributed
evenly over the earliest dates in the activity. >aluation is at the rate in the valuation variant.
epending on the strategy being used, the system can determine the most current date.
valuation is determined by the rate maintained in the valuation variant. &ased on the
strategy adopted, system determines the latest date. !f no work centerdistribution key is
maintained, the system distributes the cost evenly over the earliest dates.
Costs activity
Case 32!nvoice plan maintained2the values in periods are as per the values mentioned
in invoicing plan
Case A2!nvoicing plan not maintained and distribution key maintained2The activity value
is
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assignment categories -, and F. These differ from each other in the way that they
manage +uantities.
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*ethods for plan revenue in a proect are2
a. *anual revenue planning2 this can be based on structure or revenue element
where the later is a cost element and period based.
b. ' billing plan2 this is cost element and period based planning.
c. ' document2 this is part of integration with ' module where sales order itemor +uotation items are used as revenue planning. This kind of planning is cost
element and period based.
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:evenues can be planned in proects using the following methods2
*anual planning in billing elements in the proect structure.
This type of planning can follow the same procedure as cost planning, or can be by
revenue element.
'ales orders (all ' documents assigned).
'ales order items are assigned to %&' elements. !n Customi=ing, you can stipulate, for a
combination of sales document category (+uotation, order, and so on), sales
document type, controlling area, and system status, whether the billing data (for
example, in a billing plan) from a sales order should update the revenue plan for an
assigned %&' element. The dates and planned revenues concerned originate eitherfrom the billing plan for the sales order items or (if there is no billing plan) from the
net value and apportionment data for the item. The revenue element originates from
-/ account determination in '.
&illing plan in proect billing elements.
The revenue element is defined in Customi=ing.
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There are different ways of creating billing plans2
*anually
&y copying a reference billing plan
!n ' and ', reference billing plans can be
called upon automatically
&y copying billing milestones from work
breakdown structures or networks
&y copying billing milestones automatically from
the network in assembly processing
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!n the ' document, you can define a detailed billing plan with a number of billing dates
instead of ust a single billing date. billing plan is a schedule containing individual billing
data for a particular sales document.
*ilestone billing is widely used in proects (for example, construction proects).
!f you use milestone billing, the total value to be billed is apportioned to the individual dates
in the billing plan per defined rules.
&illing plan dates can be blocked for billing
You can set billing blocks manually or remove them by activating billing milestones.
s of :elease 5.#, billing plans can also be entered for billing elements in proects. 'uch
billing plans can, if re+uired, be copied to the sales order later (make sure you delete
any existing billing plan in the billing element; if you do not, the planned revenues will be
determined via the ' billing plan and not the ' billing plan).
billing plan can contain down payment dates. These dates affect payment, but not
revenue.
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The term DVersion" is used in the proect system in different contexts. ifferent
types of versions include simulation versions, proect versions and C$ planning
versions are available in ' roect 'ystem which are discussed below.
roect versions, are snapshots of a proect at a specific point in time, and are
used for documenting the progress of a proect over time. &oth +uantities and
values are stored in versions and it can be created either manually, or
automatically when a status changes. !n the case of status change, the proect
profile contains a reference to a version profile which specifies the name of
the proect version to be created when a particular user or system status is
set.
'imulation versions2 !n the roect 'ystem, these are versions that you can
change. You might, for example, create simulation versions in the following
situations2
!n the +uotation phase2 generally speaking, at this stage there is not yet
an operative proect.
To draw up alternative planning scenarios for existing operative proects
or parts of these.
C$ plan versions are used to plan revenues and costs. You can copy values
from one version to another. You can change planned values manually in every
version and cost values are retained.
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'imulation versions are used to draw up alternative Dwhat ifOD planning
scenarios. They are created manually, can be changed, and, if necessary,
deleted again which is unlike released operative %&'s with activities.
'imulation versions are useful during the +uotation phase of a proect
and possible to plan several simulation versions.
You can create simulation versions even at the time of execution of proect,
where you can copy from operative to simulation versions, compare, analy=e
and work with other versions and transfer them back to the operative
proect.
%hen an operative proect is copied to a simulation version or vice versa, a
log file is created which contains the obects that were transferred and any
error messages that were issued in the process.
'imulation versions can be created either for an entire %&', or for
sub6 hierarchies of a %&'.
'imulation versions are edited in the proect planning board or in proectplanning board from ' :" 5.9C release.
The system performs the test run while transfer to check if the operative
or simulation version can be transferred.
*ultiple 'imulation version can be created, compared and evaluated.
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'imulation customi=ation consists of two steps2
3. >ersion keys2 one should work with permissible version keys since these cannot
be deleted once simulations has been created.
A. 'imulation profile2 This determines which all obects will be copied while creating
simulations (in addition to the structure information) from simulation tooperative (and vice versa). !f there are no simulation profile, all the texts will be
copied. The simulation profile will be defaulted in the proect due to assignment
in proect profile.
Pust like proect version, simulation versions can be compared with each other in
information system, whereas the cost element report does not support the
simulation versions. 0nlike operative proects, simulation versions cannot be
changed in structure info system.
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%hen you transfer data from operative proects to simulation versions (or
vice versa), the following obects are copied2
%ork breakdown structure
1etwork with activities, activity elements, relationships, and
subnetworks *ilestones
*aterials for the activity
ocuments, ' texts and long texts (depending on the simulation profile
used)
Capacity re+uirements
!nvoicing plan for the network, and billing plan for the %&' element
(as of :elease 5.7)
The following obects are not copied2
$ther orders (e.g. no production orders)
roduction resourcestools
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roect versions enable you to record a snapshot of a proect at a specific
moment in time 6 this can be used for future comparison with the
operative proect.
You can create a proect version automatically (i.e. triggered by a system or user
status).
You can also create a proect version manually2
%hile changing the %&'
%hile changing the network
!n the 'tructureates information system for one or more proects
ata transfer when >ersion profile settings are used while using these transactions2
3. 'tatus dependent proect versions.
A. TC network maintenance C1AA or %&' element maintenance CP#A
ata transfer which is !ndependent of version profile and dependent on
database profile2
". TC C1
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The version profile is maintained in the ' customi=ation and assigned to
roect profile or network profile.
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You use a version profile to define two different kinds of information. 8irst, you
specify which version is created automatically when a specific system status or
user status is set. 'econd, you specify which data is to be written to the
versions that are created automatically.
You need to define a version profile, if you wish to have versions created
automatically, or if you wish to generate versions directly when editing the %&'
or networks.
You do not need to define a version profile, if you wish to generate versions
manually from the 'tructureates information system.
The version profile is entered in the proect profile and network profile.
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roect planning board is a tool in ' ' which helps and enable you to
process edit the entire proect structure which are %&' element, activities,
relationships, milestones, material components, ' texts, documents and
assigned obects to them.
!t is similar to -antt chart based on interactive ' environment.
This comprises of hierarchy structure of your proect and the corresponding
date situation.
You can custom made the display in proect planning board to suite your
re+uirement.
roect planning board can also be useful for planning dates and resources
i.e. work, external processing, for planning costs using activities.
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roect planning board profile contains default values for the appearance
of planning board.
The settings in this proect planning board profile is valid for both, simulation
versions and operative proects.
The graphical display can be changed and adapt as per user needs inthe planning board and customi=ation using proect planning board
assistant.
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roect planning board is a graphical interface based on -antt chart which can
be used for creating and maintaining data like proect definition, %&' element,
activities, relationships, milestones, documents and ' texts.
0seful for 'cheduling and monitoring.
You can view date view, and other overviews of proect at the bottom of -anttchart like capacity overview.
You can view logs, hierarchal graphic of %&' element and 1etworks and
network activities.
This is the only transaction where we can change simulation versions for
releases earlier than ' :"5.9C, i.e. create of change of %&' elements
in simulation version based on the user specific options.
The entire period in the proect planning board screen is called as valuation
period which consists of re6evaluation period, lanning period and ost6
evaluation period. These are defined by time settings and determined by "
profiles which are created in customi=ing and assigned to proect planning boardprofile.
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ssembly processing will be helpful while one is planning and producing or
servicing same product for several times with similar constellations. %hich means
the basic structure will be same while data like duration, dates, +uantities etc. will be
changing. !n assembling processing, a network and %&' element K roect (if
re+uired) is automatically created based on the customi=ation, while a sales
document is created and saved. The proect number is derived from 'alesdocument and this process generates assignment between sales document K
proect. This incurs that the same information will be shared by sales and proect
team. !f the data is changed in roect will update 'ales document (and vice versa)
which helps in delays and disagreement between sales and proect department.
rocess flow2
!f a sales order is created for a material which has strategy group for assembly
processing has been assigned, the assembly processing will start.
The *: processing is omitted in the assembly processing and creates a operativeorder (network in case of ') directly from sales order.
ssembly processing is carried out statically in ' which means only one network
for one sales document item.
&ased on the customer re+uirements date, backward scheduling is carried out and
availability check is done for re+uired material components. %hich enables to
inform customer about feasibility of re+uired date or else system will propose new
date.
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lso, the calculated cost will be transferred from network the sales order.
%hile saving the sales document, %&' element structure K proect definition will
be created which is identified by sales order number.
'ince the sales document and the proect is directly connected, any changes
one obect will update reflect in other automatically.
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The re+uirement class which is assigned with the sales order while creating it will
start assembly processing, one assembly order automatically created by system
and start assembly processing in the back ground. &y this method *: is ignored
and an operational order created directly from 'ales $rder.
&elow is the list of ssembly order which can be created26
1etwork, roduction $rder, planned order, lant maintenance or 'ervice order and
rocess $rder.
ssembly rocessing contains all the date of 'ales order and assembly order. 'o
if there is any change done later to any document it will reflects in both document.
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