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EHP6 for SAP ERP

6.0
April 2012
English

Settings for Commercial


Project Inception / Lean
Staffing (106)
Building Block Configuration Guide

SAP AG
Dietmar-Hopp-Allee 16
69190 Walldorf
Germany

SAP Best Practices

Settings for CPI/LS (106): Configuration Guide

Copyright
2012 SAP AG. All rights reserved.
SAP, R/3, SAP NetWeaver, Duet, PartnerEdge, ByDesign, SAP BusinessObjects Explorer, StreamWork,
SAP HANA, and other SAP products and services mentioned herein as well as their respective logos
are trademarks or registered trademarks of SAP AG in Germany and other countries.
Business Objects and the Business Objects logo, BusinessObjects, Crystal Reports, Crystal Decisions,
Web Intelligence, Xcelsius, and other Business Objects products and services mentioned herein as well
as their respective logos are trademarks or registered trademarks of Business Objects Software Ltd.
Business Objects is an SAP company.
Sybase and Adaptive Server, iAnywhere, Sybase 365, SQL Anywhere, and other Sybase products and
services mentioned herein as well as their respective logos are trademarks or registered trademarks of
Sybase Inc. Sybase is an SAP company.
Crossgate, m@gic EDDY, B2B 360, and B2B 360 Services are registered trademarks of Crossgate
AG in Germany and other countries. Crossgate is an SAP company.
All other product and service names mentioned are the trademarks of their respective companies. Data
contained in this document serves informational purposes only. National product specifications may
vary.
These materials are subject to change without notice. These materials are provided by SAP AG and its
affiliated companies ("SAP Group") for informational purposes only, without representation or warranty
of any kind, and SAP Group shall not be liable for errors or omissions with respect to the materials. The
only warranties for SAP Group products and services are those that are set forth in the express warranty
statements accompanying such products and services, if any. Nothing herein should be construed as
constituting an additional warranty.

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Icons
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Meaning
Caution
Example
Note
Recommendation
Syntax

Typographic Conventions
Type Style

Description

Example text

Words or characters that appear on the screen. These include field


names, screen titles, pushbuttons as well as menu names, paths and
options.
Cross-references to other documentation.

Example text

Emphasized words or phrases in body text, titles of graphics and tables.

EXAMPLE TEXT

Names of elements in the system. These include report names,


program names, transaction codes, table names, and individual key
words of a programming language, when surrounded by body text, for
example, SELECT and INCLUDE.

Example text

Screen output. This includes file and directory names and their paths,
messages, source code, names of variables and parameters as well as
names of installation, upgrade and database tools.

EXAMPLE TEXT

Keys on the keyboard, for example, function keys (such as


ENTER key.

Example text

Exact user entry. These are words or characters that you enter in the
system exactly as they appear in the documentation.

<Example text>

Variable user entry. Pointed brackets indicate that you replace these
words and characters with appropriate entries.

F2)

or the

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Contents
Configuration Guide.................................................................................................................. 5
1 Purpose.......................................................................................................................... 5
2 Preparation.................................................................................................................... 5
2.1 Prerequisites............................................................................................................ 5
3 Configuration.................................................................................................................. 5
3.1 General Settings...................................................................................................... 5
3.1.1
Activate SD Functions for Commercial Projects..............................................5
3.2 Lean Staffing........................................................................................................... 6
3.2.1
Settings for Staff Assignment..........................................................................6
3.2.1.1
Define Relevant Employee Groups........................................................6
3.2.2
Settings for Forecasting..................................................................................6
3.2.2.1
Set Up Time Planning Sheet...................................................................6
3.2.2.2
Define Hours per Working Day...............................................................7
3.2.2.3
Define Forecasting Unit..........................................................................7
3.2.2.4
Define Display Timeframe......................................................................8
3.3 Role-Based Personal Worklists...............................................................................8
3.3.1
Edit Personalization Hierarchy - Personalization Hierarchy............................8
3.3.2
Define Worklist Type Visibility at Role Level....................................................9
3.3.3
Define Default Queries..................................................................................10
3.3.4
Define Query Visibility at Role Level.............................................................14
3.4 Data Sources......................................................................................................... 15
3.4.1
Transfer Component Hierachy......................................................................15
3.4.2
Activate Data Sources...................................................................................15

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Configuration Guide
Purpose
This configuration guide provides the information that you need to manually set up
configuration of this building block.
If you do not want to configure manually and prefer to use an automated installation process
using BC Sets and other tools, refer to the SAP Best Practices Quick Guide.

Preparation
Prerequisites
Before you start installing this building block, you must install prerequisite building blocks. For
more information, see the Building Block Prerequisite Matrix (Prerequisites_Matrix_[xx]_[yy]_
[zz].xls; the placeholder [xx] depends on the SAP Best Practices version you use, e.g. BL
refers to the SAP Best Practices Baseline Package, [yy] depends on the language version,
e.g. EN for English language, and [zz] depends on the country version, e.g. DE for Germany:
Prerequisites_Matrix_BL_EN_DE.xls). This document can be found in the SAP Best Practices
documentation package in the folder ..\[xx]_[zz]\Documentation\; ([xx] depends on the SAP
Best Practices version and [zz] depends on the country version).

Configuration
General Settings
Activate SD Functions for Commercial Projects
Use
In this activity, you can activate sales and distribution functions for the Professional Services
(IS-PRS) application component. This provides you with a function you can use to generate
operational projects for a sales document and a function the system can use to consider the
work period in which a service was rendered for pricing. In addition, you can design personell
planning for the sales document (Commercial Project Inception and Lean Staffing).
These functions significantly affect how a sales order with an account assignment to a project
is billed based on the incurred costs using the dynamic item processor (DIP).
Resource-related billing documents the services and costs in the billing document based on
the project data.

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

SAP Professional Services General Settings Activate SD


Functions for Commercial Projects

2. Set the activation for the following functions:


New Function Text

Activation

Commercial Project Inception

Lean Staffing

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Pricing with Working Period

empty

3. Save the changes.

Lean Staffing
Settings for Staff Assignment
Define Relevant Employee Groups
Use
In this Customizing activity, you define the employee groups that are relevant for the Lean
Staffing application. Only defined employee groups can be used in reporting, forecasting, and
so on.

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

SAP Professional Services Lean Staffing Settings for Staff


Assignment Define Relevant Employee Groups

Transaction Code

SM30, Object TSAWE_PERSG

2. Choose New Entries.


3. Create the following entry:
EmplGroup
1 Active
4. Save the changes.

Settings for Forecasting


Set Up Time Planning Sheet
Use
In this Customizing activity, you define the planning granularity and the planning timeframe for
a company code used in the Forecasting application.

Prerequisites
The steps Create network type and Create Costing Variants must have been completed.

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

SAP Professional Services Lean Staffing Settings for


Forecasting Set Up Time Planning Sheet

Transaction Code

SM30, Object TSAWE_TPS_SETUP

2. Choose New Entries.


3. Create the following entry:
Company Code

Plan. Time Frame

Planning Granularity

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1000

Settings for CPI/LS (106): Configuration Guide


12

M Monthly

4. Save the changes.

Define Hours per Working Day


Use
In this Customizing activity, you can define the number of hours that make up a working day.

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

SAP Professional Services Lean Staffing Settings for


Forecasting Define Hours per Working Day

Transaction Code

SM30, Object TSAWE_HR_D_CONV

2. Choose New Entries.


3. Create the following entry:
Company Code

Hours p. Work Day

1000

8.0000

4. Save the changes.

Define Forecasting Unit


Use
In this Customizing activity, you can define the planning unit that is to be used for different
planning granularities.

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

SAP Professional Services Lean Staffing Settings for


Forecasting Define Forecasting Unit

Transaction Code

SM30, Object TSAWE_PLAN_UNIT

2. Choose New Entries.


3. Create the following entry:
Company Code

Planning Granularity

Planning Unit

1000

M Monthly

D Day

4. Save the changes.

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Define Display Timeframe


Use
In this Customizing activity, you define the display timeframe for a planning granularity of the
Forecasting application.

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

SAP Professional Services Lean Staffing Settings for


Forecasting Define Display Timeframe

Transaction Code

SM30, Object TSAWE_DISP_TIME

2. Choose New Entries.


3. Create the following entry:
Planning Granularity

Display Time Frame

M Monthly

12

4. Save the changes.

Role-Based Personal Worklists


Worklists are used extensively in the Best Practices roles designed for use with the NWBC.
The following activities in this section will define a set of Personalized Object Worklist (POWL)
queries which are used for the roles SAP_NBPR_CNSLT_CLNTMGR-S and
SAP_NBPR_CNSLT_PROJMGR-S are assinged to the user.

Edit Personalization Hierarchy - Personalization Hierarchy


Use
This activity will create two new personalization applications YB_COMMERCIAL_PROJECTS
and YB_CNSLT_SALES, which will be used in the roles for NWBC to attach a specific POWL
queries.

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

Cross-Application Components General Application Functions


Generic SAP Business Suite Functions Personal Object Worklist
Cockpit for POWL Administration (as of SAP NetWeaver 7.2)

Transaction Code

POWL_COCKPIT

2. Select Standard POWL and choose Execute.


3. Switch to the Change-mode.
4. Choose New Entries.
5. Create the following entries:
Personalization Application

Text

YB_COMMERCIAL_PROJECTS

SP: Commercial Projects

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YB_CNSLT_SALES

SP: Sales Documents Worklist

6. Save the changes.

Define Worklist Type Visibility at Role Level


Use
Individual queries used in Power Lists are defined based on a query type. Query types are
linked to the main program (called a Feeder Class) which performs the selection of the data in
the backend system and supplies the information the power list.
In order for POWL-queries to be assigned to a application, the generic type has to be
application first. Thereafter, any queries based on that type may be assigned to the
application.
In this activity, the required POWL-query types will be assigned to the newly created
Applications YB_COMMERCIAL_PROJECTS and YB_CNSLT_SALES. Additional POWLquery types are also added to the Web Dynpro applcation "Customer Cockpit", so that the
user of the role SAP_NBPR_CNLST_CLNTMGR-S also has the possibility of defining queries
from these types.

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

2.
3.
4.
5.

IMG menu

Cross-Application Components General Application Functions


Generic SAP Business Suite Functions Personal Object Worklist
Cockpit for POWL Administration (as of SAP NetWeaver 7.2)

Transaction code

POWL_COCKPIT

Select Standard POWL and choose Execute.


Switch to the Change-mode.
Select the Application ID YB_COMMERCIAL_PROJECTS and choose Register Type.
Choose [New Entries] and add the following entries:
Application

Role

YB_COMMERCIAL_
PROJECTS

Type

Description

PS_ORDERTOBILL
_PROJECTS

POWL type for


PS OrderToBill
Projects

6. Save the new entry and return to the main table of Application IDs.
7. Select the Application ID YB_CNSLT_SALES and choose Register Type.
8. Choose [New Entries] and add the following entries:
Application

Role

YB_CNSLT_SALES

Type

Description

O2C_SLS_ALL

Sales
Documents

9. Save the new entry and return to the main table of Application IDs.
10. Select the Application ID O2C-CUSTOMER_COCKPIT and choose Register Type.
11. Choose [New Entries] and add the following entries:
Application

Role

Type

Description

O2CCUSTOMER_COCKP
IT

SAP_NBPR_CNSLT_
CLNTMGR-S

PS_ORDERTOBILL
_DMR

POWL for Order


To Bill Debit
Memo Request

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O2CCUSTOMER_COCKP
IT

SAP_NBPR_CNSLT_
CLNTMGR-S

PS_ORDERTOBILL
_IO

POWL type for


PS OrderToBill
Internal Orders

O2CCUSTOMER_COCKP
IT

SAP_NBPR_CNSLT_
CLNTMGR-S

PS_ORDERTOBILL
_PROJECTS

POWL type for


PS OrderToBill
Projects

O2CCUSTOMER_COCKP
IT

SAP_NBPR_CNSLT_
CLNTMGR-S

PS_ORDERTOBILL
_SDORDERS

POWL type for


PS OrderToBill
SD Orders

O2CCUSTOMER_COCKP
IT

SAP_NBPR_CNSLT_
CLNTMGR-S

PS_ORDERTOBILL
_SO

POWL type for


PS OrderToBill
Service Orders

12. Save the entries and exit the customizing activity.

Define Default Queries


Use
In this activity the individual queries are defined. A query is based on a query type, and
specifies which selection criteria are filled ahead of time, defines which selection criteria
appear in the "quick criteria maintenance"-area, and set the layout of the resulting list.

Procedure
1. Access the application using the following navigation options:
Transaction Code

POWL_QUERY

2. Choose [New Entries] and add the following main data for the query definitions as
provided in the following table:
Query ID

Description

Type

YB_COMMERCIAL_PROJECTS_ALL

SP: Project Worklist

PS_ORDERTOBILL_PROJECTS

YB_CNSLT_ORDERS

SP: Orders

O2C_SLS_ALL

YB_CNSLT_QUOTATIONS

SP: Quotations

O2C_SLS_ALL

3. In a second step, selection criteria and a choice of fields for the "quick criteria
maintenance" are defined for each Query ID.
For each of the Query IDs:
Select each of the Query IDs listed below and choose Details.
Next, choose [Query Parameters] and maintain the criteria as show below. If the pop-up
Enter BP-Version appears, choose "NEVER DISPLAY AGAIN". Save the entries and
return to the details of the Query ID.
Finally, choose [Query Settings] and maintain the field attributes as shown below.
Query ID: YS_COMMERCIAL_PROJECTS_ALL

SP: Project Worklist

Parameters for Query:

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Field name

Description

User action and values

Created On

From: 01.01.2010
To: 31.12.9999

Company Code

1000

Controlling Area

1000

Comment

Query Settings / Selection Criteria settings:


Parameter

Mandatory

Read only

Hidden

Quick Search

Project definition

Person Responsible

Created on

Company code

Controlling area

Status combination code

Staffing Exists

WBS element

Person Responsible

Level

Status combination code

Query ID: YB_CNSLT_ORDERS

SP: Orders

Parameters for Query:


Parameter

From

Transaction Group

SD document categ.

Sales Document Type

YBO1

Material

D*

Sales Organization

1000

Distribution Channel

10

Division

10

To

Query Settings / Selection Criteria settings:


Parameter

Mandatory

Read only

Hidden

Sales Document
Transaction Group

Quick Search

x
x

SD document categ.

Sales Document Type

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Sold-to party

PO number

Created on
Document Date

Valid from

Valid to

Material

Partner Function
Employee Responsible
I am Responsible
Created by

Created by Me

Sales Organization
Distribution Channel
Division
Sales Office
Sales Group
Status Profile
User Status
Open
Incomplete

Delivery-Blocked

Billing-Blocked

Credit-Blocked

Rejected Documents

Query ID: YB_CNSLT_QUOTATIONS SP: Quotations


Parameters for Query:
Parameter

From

Transaction Group

SD document categ.

Sales Document Type

YBQ1

Material

D*

Sales Organization

1000

Distribution Channel

10

Division

10

To

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Query Settings / Selection Criteria settings:


Parameter

Mandatory

Read only

Hidden

Sales Document
Transaction Group

Quick Search

x
x

SD document categ.

Sales Document Type

Sold-to party

PO number

Created on
Document Date

Valid from

Valid to

Material

Partner Function
Employee Responsible
I am Responsible
Created by

Created by Me

Sales Organization
Distribution Channel
Division
Sales Office
Sales Group
Status Profile
User Status
Open
Incomplete
Delivery-Blocked

x
x

Billing-Blocked

Credit-Blocked

Rejected Documents

Define Query Visibility at Role Level


Use
In this activity, queries can be maintained for each POWL application ID, either in connection
with a role or without one. Obviously, queries assigned to a personalization application

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without a role will appear for every user, and those maintained with a role will appear only for
those users assigned to that role.

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

Cross-Application Components General Application Functions


Generic SAP Business Suite Functions Personal Object Worklist
Cockpit for POWL Administration (as of SAP NetWeaver 7.2)

Transaction code

POWL_COCKPIT

2. Select Standard POWL and choose Execute.


3. Switch to the Change-mode.
4. Select the Application ID YB_COMMERCIAL_PROJECTS and choose Register Query.
5. Create the following entries:
Application ID

Role

YB_COMMERCIAL
_PROJECTS

Query ID

Cat. Seq.
No.

Query
Seq. No.

Tab Seq.
No.

Activate

YB_COMMERCIAL_
PROJECTS_ALL

6. Save the new entry and return to the main table of Application IDs.
7. Select the Application ID YB_CNSLT_SALES and choose Register Query.
8. Create the following entries:
Application ID

Role

Query ID

Cat. Seq.
No.

Query
Seq. No.

Tab Seq.
No.

Activate

YB_CNSLT_SALE
S

YB_CNSLT_ORDER
S

YB_CNSLT_SALE
S

YB_CNSLT_QUOTA
TIONS

9. Save the new entries and return to the main table of Application IDs.
10. Select the Application ID O2C-CUSTOMER_COCKPIT and choose Register Query.
11. Create the following entries:
Application ID

Role

Query ID

Cat.
Seq.
No.

Query
Seq.
No.

Tab
Seq.
No.

Act.

O2CCUSTOMER_COCKPIT

SAP_NBPR_CNS
LT_CLNTMGR-S

PS_ORDERTOBILL_SDOR
DERS

12. Save the new entry and return to the main table of Application IDs.
13. Exit the customizing activity.

Data Sources
Transfer Component Hierachy
Use
In this step, a table of BI Content DataSources will be created. As part of the Simplified Reporting
Architecture, the Business Function CPI/LS uses DataSources to extract information for Staffing
and WIP-Reporting.

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

None

Transaction Code

RSA9

2. In the dialog Confim. Prompt, answer Yes to the question Do you want the content
application Transfer Component Hierarchy?
3. Save the changes.

Activate Data Sources


Use
In this step, you transfer and activate the DataSources delivered by SAP as well as partner
DataSources delivered in your own namespace where applicable.

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

none

Transaction Code

RSA5

2. In the screen Installation of DataSource from Business Content, navigate in the hierarchy
of data sources to the node: SAP R/3 PS PS-REV
3. Select the four data sources 0PS_REV_WIP_01, 0PS_REV_WIP_02,
0PS_REV_WIP_03, 0PS_REV_WIP_04.
4. Choose Activate DataSources in the application toolbar.
5. In the screen Installation of DataSource from Business Content, navigate in the hierarchy
of data sources to the node: 0IS_PRS 0IS_PRS_LS
6. Select the four data sources 0SAWE_PSEA, 0SAWE_PSEU, 0SAWE_PSRC,
0SAWE_PSSU.
7. Choose Activate DataSources in the application toolbar.
8. Save the changes.

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