chapter 23 sap for professional services
TRANSCRIPT
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Release Notesfor
SAP for Professional Services
SAP enhancement package 5 for SAP ERP 6.0
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SAP® What's New? – Release Notes
Release Notes for SAP for Professional ServicesSAP enhancement package 5 for SAP ERP 6.0 Page 2 of 48
Copyright
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Release Notes for Business Functions .............................................................. 4 Business Function Commercial Project Inception and Lean Staffing ............................... 4
PRS_ERP_CPILS1: Enhancements for Follow Up Processing in Sales UI (New) ........ 8 PRS_ERP_CPILS1: Commercial Project Set-Up (New) ............................................... 9 PRS_ERP_CPILS1: Commercial Project Configuration (New) ................................... 11 PRS_ERP_CPILS1: Staff Assignment (New) ............................................................ 12 PRS_ERP_CPILS1: Forecasting (New)..................................................................... 15 PRS_ERP_CPILS1: Archiving (New) ........................................................................ 21 PRS_ERP_CPILS1:Report Assignment Overview per Employee (New) .................... 23 PRS_ERP_CPILS1:Report Resource Consumpt. per Ass. Obj. (New)....................... 26 PRS_ERP_CPILS1: Report Employee Utilization (New) ............................................ 29 PRS_ERP_CPILS1: Report Skill Utilization (New) ..................................................... 32 PRS_ERP_CPILS1: Enhancement Spot WE_ENGAGEMENT (New) ........................ 34 PRS_ERP_CPILS1: Resource-Related Billing Using Service Attributes (New) .......... 36 PRS_ERP_CPILS1: Detailed Work In Progress Reporting (New) ............................. 38 PRS_ERP_CPILS_1: Impact on Time Recording (CATS) (New)................................ 39 PRS_ERP_CPILS1: Power List for Staff Assignments (New)..................................... 41 PRS_ERP_CPILS1: Power List for Sales Documents (New) ..................................... 43 PRS_ERP_CPILS1: Power List for Debit Memo Requests (New) .............................. 45
Business Function HCM, Lean Staffing for Professional Services ................................. 47 PRS_HCM_CPILS_1: HCM, Lean Staffing for Professional Services (new) ............... 47
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Release Notes for Business Functions
Bus iness Funct ion Commercial Project Incept ion and Lean
Staff ing
PRS_ERP_CPILS1: BF Commercial Project & Lean Staffing (New)
Use
As of SAP enhancement package 5 for SAP ERP 6.0 (EA-APPL 605), the business
function Commercial Project Inception & Lean Staffing (PRS_ERP_CPILS1) is
available.
You can use this business function to streamline enterprise operations and to increase
the efficiency of your project-oriented and service-oriented business: In addition to
providing dedicated capabilities for setting up and maintaining commercial projects and
related staff assignments, its automatic functions for tracking, controlling and analyzing
billable work enhance operational control, facilitate compliance with client contracts,
and reduce costs.
The new business function comprises the following applications:
Commercial Project Inception
The Commercial Project Inception application allows you to simplify the creation of
commercial engagements by:
o Providing a consolidated view of customer contracts and project controlling
o Enabling an easy way to set up controlling structures for improved financial
contract management
o Synchronizing the creation of contracts and projects, including a subsequent
linking of contracts with projects (when you create a sales document, you can
create a project using standard WBS elements).
Lean Staffing
The Lean Staffing application introduces new tools that can be used to manage
assignments of employees to both client-facing and internal engagements, and enables
you to:o Easily identify the right professionals for your engagements
o Assign selected employees to engagements and apply rules
o Monitor employee assignments
o Simplify and validate time recordings for employees (CATS)
o Obtain reliable reports and forecasts about employee utilization
o Use integrated functions for service-specific billing and financials.
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Employee Forecast
Visibility of the utilization and availability of individual employees is a key asset for
professional service providers.
The Forecast application allows individuals to plan their own time, while documenting
their availability / non-availability in parallel. This improves the assessment of your employee commitments, raises visibility of employee utilization and increases the
reliability of the business forecast.
The flexible reporting options offered by this application are based on preferences that
you can define in Customizing.
WIP Details
You can now save details of work in progress (WIP) determined during the Results
Analysis and execute reports to understand the details of WIP.
The WIP details are saved in the database during Results Analysis for subsequent
reporting. Reporting is provided using Simplified Reporting , which supports reporting
using either standard or customer-created SAP Query and BI Query reporting based on
an Infoset that is enabled as a BI Infoprovider.
Service Attributes
The billing of services to clients is based on SAP’s Resource Related Billing Solution.
To incorporate the diverse requirements of a service provider as flexibly as possible,
new service attributes have been introduced: these enable you to add new parameters
and characteristics to your service process that are valid throughout the entirecommercial process, or are electively only relevant in individual process steps. These
attributes allow you to control all resource-related billing processes on the basis of
individual criteria.
Personal Object Worklists
New configurable personal object worklists (Power Lists (POWL)) are available, that
improve usability and user navigation. These functions enable you to easily create
personal worklists on the basis of feeder classes. They are also instrumental in adding
valuable process guidance along the professional services quotation-to-cash businessscenario. The Commercial Project Inception & Lean Staffing business function includes
new Power Lists for:
o Sales documents
o Internal orders
o Projects
o Customer service orders
o Staff assignments
o Employees.
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For more information, see the following release notes:
o PRS_ERP_CPILS1: Enhancements for Follow Up Processing
in Sales UI (New)
o PRS_ERP_CPILS1: Commercial Project Set-Up (New)
o PRS_ERP_CPILS1: Commercial Project Configuration (New)
o PRS_ERP_CPILS1: Staff Assignment (New)
o PRS_ERP_CPILS1: Forecasting (New)
o PRS_ERP_CPILS1: Archiving (New)
o PRS_ERP_CPILS1: Report Assignment Overview per Employee (New)
o PRS_ERP_CPILS1: Report Resource Consumpt. per Ass. Obj.
(New) o PRS_ERP_CPILS1: Report Employee Utilization (New)
o PRS_ERP_CPILS1: Report Skill Utilization (New)
o PRS_ERP_CPILS1: Enhancement Spot WE_ENGAGEMENT
(New)
o PRS_ERP_CPILS1: Resource-Related Billing Using ServiceAttributes (New)
o PRS_ERP_CPILS1: Detailed Work in Progress Reporting (New)
o PRS_ERP_CPILS1: Impact on Time Recording (CATS) (New)
o PRS_ERP_CPILS1: Power List for Staff Assignments (New)
o PRS_ERP_CPILS1: Power List for Sales Documents (New)
o PRS_ERP_CPILS1: Power List for Debit Memo Requests (New)
Effects on Customizing
To use this business function, you must activate both the business function
LOG_SD_CI_02 and the Staff Assignment and Work Engagements (EA-SAWE)
Enterprise Extension.To use the full functionality of the business function Commercial Project Inception &
Lean Staffing , you can optionally also activate the business function
PRS_HCM_CPILS_1, which requires the installation of EA-HR 605. This enables you
to use the new Webdynpro application for CATS time entry.
To set up the Customizing activities for this business function, choose the navigation
path SAP Customizing Implementation Guide -> SAP Professional Services.
Roles and Authorizations
To use the full functionality of the business function Commercial Project Inception &
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Lean Staffing , your user must be assigned to the PFCG profiles
SAP_SAWE_UNIVERSAL and SAP_CATS_LEAN_STAFFING, or to a role which
includes these menu entries.
You can navigate to these transactions only in the SAP NetWeaver Business Client or
in the NWBC Zero Footprint Client.
To provide access to the overview, resource consumption and utilization reports toselected users, assign these users to the user group SAWE in transaction SQ03.
See also
For more information, see the SAP Library documentation under Industries in SAP ERP
-> SAP for Professional Services.
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PRS_ERP_CPILS1: Enhancements for Follow Up Processing in Sales UI(New)
Use
As of SAP enhancement package 5 for SAP ERP 6.0 (EA-APPL 605), business
function Commercial Project Inception & Lean Staffing (PRS_ERP_CPILS1), you can
control the follow up processing in the Configurable Sales User Interface (UI) using the
BADI_SLS_LO_OIF_FOLLOW_UP Business Add-In (BAdI).
To access the list of possible follow up actions, you finish the processing of a sales
document with the following buttons:
o Create and Change mode: Save and Follow Up
o Display mode: Fol low Up
Two BAdI implementations are delivered with this BAdI:
o The ERP_BADI_SLS_LO_OIF_FOLLOW_UP enhancement implementation
covers the standard follow up actionsPrint Preview
,Bil l ing
andDelivery
.o The PRS_BADI_SLS_LO_OIF_FOLLOW_UP enhancement implementation
covers the professional services-related follow up actions Staff ing and Project
Setup .
For more information, see the BAdI documentation.
Effects on System Administration
If you want to use the function described here, you must activate the following business
functions:
o The ERP_BADI_SLS_LO_OIF_FOLLOW_UP enhancement implementation is
part of the business function LOG_SD_CI_02. Therefore this implementation is
only visible and called if this business function has been activated.
o The PRS_BADI_SLS_LO_OIF_FOLLOW_UP enhancement implementation is
part of the business function PRS_ERP_CPILS. Therefore this implementation is
only visible and called if this business function has been activated.
The follow up actions are defined in transaction Maintain Launch Pad (transaction
code LPD_CUST), launch pad role LO_OIF with launch pad instance FOLLOW_UP.
Effects on Customizing
You can create implementations in the SAP Customizing Implementation Guide under
SAP Professional Services -> Enhancements -> Enhancements for Commercial Project
Inception -> BAdI: Define Follow-Up Activities for Configurable Sales UI .
See also
For more information, see the central release note for the business function
Commercial Project Inception & Lean Staffing and the SAP Library
documentation under Industries in SAP ERP -> SAP for Professional Services.
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PRS_ERP_CPILS1: Commercial Project Set-Up (New)
Use
As of SAP enhancement package 5 for SAP ERP 6.0 (EA-APPL 605), business
function Commercial Project Inception & Lean Staff ing (PRS_ERP_CPILS1), you
can synchronize the creation of sales documents (quotation, contract or sales order)and projects between the application areas Sales and Distributi on (SD) and Project
System (PS). When you create a sales document, the Commercial Project Inception
functionality enables you to create a project using standard WBS elements.
o When you save the sales document, the appropriate standard WBS elements
are assigned to all newly created items.
In Customizing for Project System in the Configure Commercial Project
Inception IMG activity, you define appropriate standard WBS elements for the
given combinations of material, sales organization and sales document type.
- Projects are only created for new items for which no project is already
assigned and whose materials points to a standard WBS elements.
- Only one project can be created each time you save. If you want to create
more than one project, for example, one project for each item, you must
save once for each and every item.
o If you copy a sales document with items using the Configure Comm ercial
Project Inception process, you can define whether a new project is created or
the project assigned to the source item is used. You do this in Customizing for
Sales and Distributio n in the Copyi ng Contro l: Sales Document to Sales
Document IMG activity. the Sales and Distributio n if on target a new project is
created
o As soon as a sales item has an operative WBS element assigned that was
created using the Configur e Comm ercial Project Inceptio n process , the Item
Material Numb er field and the Sales Document Type can no longer bechanged.
Effects on Customizing
You define the Customizing settings for this function in Customizing for SAP
Professio nal Services by choosing:
o General Setting s -> Acti vate SD functions for Commercial Projects
Activate the Comm ercial Project Inceptio n indicator.
o Commercial Project Incept ion -> Config ure Commercial Project Inception
Define the standard WBS elements for the combination of material, sales
organization and sales document type.
o Enhancements -> Enhancemen ts for Commercial Project Inception You can use the following Business Add-Ins:
- BAdI: Define Follow-Up Activities for Configurable Sales UI
- BAdI: Adapt Standard WBS Element
- BAdI: Change Project ID (Project System)
- BAdI: Filter Links (of Sales Document Items) Associated with WBS
See also
For more information, see:
oCentral release note for the business functionCommercial Project
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Inception & Lean Staffing
o Release note PRS_ERP_CPILS1: Commercial Project
Configuration (New)
o SAP Library documentation under Industries in SAP ERP -> SAP for
Professio nal Services .
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PRS_ERP_CPILS1: Commercial Project Configuration (New)
Use
As of SAP enhancement package 5 for SAP ERP 6.0 (EA-APPL 605), businessfunction Commercial Project Inception & Lean Staff ing (PRS_ERP_CPILS1), you
can simplify the process to create commercial projects (the customer projects that arelinked to sales documents).
When a sales document is created, the creation of a new operative project is triggered.
This project is created using a project template (the standard WBS element).
You can configure this process depending on the sales document material, sales
organization, and the sales document type.
This configuration is a prerequisite for Commercial Project Incept ion in sales order
processing.
Effects on Existing DataYou can configure Commercial Project Inceptio n in Customizing for SAP Professio nal Services (IS-PRS) in Commercial Project Inception -> Config ure
Commercial Project Incept ion .
Effects on Customizing
You make the Customizing settings for this function in Customizing for SAP Professio nal Services (IS-PRS) in Commercial Project Inception :
Configure Commercial Project Inception
In this activity, you define the standard WBS elements for the combination of the sales
document material, sales organization, and sales document type.
See also
o Release note PRS_ERP_CPILS1: BF Commercial Project & Lean
Staffing
o SAP Library for SAP ERP on SAP Help Portal at http://help.sap.com/erp ->
SAP ERP Enhancement Packages -> ERP Central Comp onen t
Enhanc ement Package 5 -> Indus tries in SAP ERP -> SAP for Professional
Services
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PRS_ERP_CPILS1: Staff Assignment (New)
Use
As of SAP enhancement package 5 for SAP ERP 6.0 (EA-APPL 605), business
function Commercial Project Inception & Lean Staffing (PRS_ERP_CPILS1), you can
use the staff assignment transaction to assign employees to various types of assignment objects (such as SD order items or WBS elements).
SAP delivers the necessary assignment implementations for the following object types:
o SD order item
o WBS element
o Internal order
o Service order
o Customer
o Work engagements.
You can extend the assignment of employees and forecasts to additional object types
in a project-specific way. For more information about project-specific enhancements,
see release note Enhancement Spot WE_ENGAGEMENT (New).
When you access the staff assignment transaction directly, you have to specify the
work engagement type and the assignment object ID of the object to which you want to
assign employees. By contrast, when you access the staff assignment screen from a
Power List (as the Power List for sales orders, for example), the assignment object isalready determined by the system and you can immediately start with the search of
candidates for the assignment.
Using the search function, you can search for employees who can be added to the list
of candidates for the assignment. To assign a specific employee to an assignment, you
can either select them from the candidate list and use the button Add Ass ignment , or
directly specify the name or the ID of an employee in the assignment list.
In the assignment, you can also specify additional assignment data, such as:
o Validity periodo Expected number of working days
o Maximum number of working days
o Task type
o Competency
o Booking status,
or you can define additional attributes for assignments, as described in the
documentation of the Customizing activity Define Service Attributes.
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The staff assignment transaction enables you to send email notifications to your
employees, to inform them about their assignment, and also to print the list of
assignments for reference.
You can use the following enterprise service interfaces to read, create, change, or
cancel staff assignments:
o StaffAssignmentERPByElementsQueryResponse_In
o StaffAssignmentERPByIDQueryResponse_In
o StaffAssignmentERPCancelRequestConfirmation_In
o StaffAssignmentERPChangeRequestConfirmation_In
o StaffAssignmentERPCreateRequestConfirmation_In
o StaffAssignmentERPItemReleaseCancelRequestConfirmation_In
o StaffAssignmentERPItemReleaseRequestConfirmation_In
Effects on Customizing
You make the Customizing settings for staff assignments under:
o SAP Customizing Implementation Guide -> SAP Professional Services -> Lean
Staffing -> Settings for Staff Assignment -> Define Relevant EmployeeGroups
o SAP Customizing Implementation Guide -> SAP Professional Services -> Lean
Staffing -> Settings for Staff Assignment -> Select Skills fromQualifications Catalog
o SAP Customizing Implementation Guide -> SAP Professional Services -> Lean
Staffing -> Settings for Staff Assignment -> Staff Assignment E-mailNotification Send Option
o SAP Customizing Implementation Guide -> SAP Professional Services -> Lean
Staffing -> Settings for Staff Assignment -> Define Template for E-mailNotification
Optionally, you can also define additional attributes for assignments, as described in
the documentation of the Customizing activities Create Service Attributes and
Use Service Attributes in Lean Staffing and Forecasting.
See also
For more information, see the central release note for the business function
Commercial Project Inception & Lean Staffing, the release note
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Enhancement Spot WE_ENGAGEMENT (New) and the SAP Library
documentation under Industries in SAP ERP -> SAP for Professional Services.
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PRS_ERP_CPILS1: Forecasting (New)
Use
As of SAP enhancement package 5 for SAP ERP 6.0 (EA-APPL 605), business
function Commercial Project Inception & Lean Staffing (PRS_ERP_CPILS1), you can
use new forecasting functions to improve your project staffing efficiency.
The transaction for utilization forecasting provides an entry sheet which allows the
following:
o Employees to enter utilization forecasts for their own engagements
o Authorized employees to maintain forecasting data centrally for the company’s
staff
On the basis of this data, management can call up detailed employee views and
analyze their employee utilization and availability to work in other projects, or view the
average utilization of all employees allocated to a specific assignment.
SAP delivers the necessary implementations to maintain utilization forecasts for the
following object types:
o SD order item
o WBS element
o Internal order
o Service order
o Work engagements along with forecast objects
You can extend the assignment of employees and forecasts to additional object types
in a project-specific way. For more information, see release note EnhancementSpot WE_ENGAGEMENT (New).
You have the following access options:
o When you enter the forecast transaction directly, you can access utilization
forecasts for your own user: The forecasting application considers the
Customizing setup as well as your authorizations (the authorizations of the user
who has logged on to the system).
o When you access the forecast transaction using a Power List (as the POWL for
sales orders for employee 1, for example) or using the staff assignment
transaction, the system displays the forecast application for employee 1, based
on the user authorization of the user who has logged on to the system to view
the forecast data for employee 1.
Roles, Authorizations, and Users for Forecast Maintenance:
The following roles are envisaged:
o Consultant or employee role: Authorization to change or display own forecast
data
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o Assistant role: Authorization to maintain forecast data of a specific group of
employees for direct/indirect reports to his/her manager
o Manager role: Authorization to maintain own forecast data and data of a specific
employee group for direct/indirect reports
o Super user role: Authorization to maintain forecast data for all employees
Features:
You can enter utilization forecasts with the following features:
Employee Search:
If you are an assistant, manager, or superuser, the system provides an additional
employee search function in the field Forecasted For .
The employee search feature is provided in the following ways:o Employee Search dialog box
The employee search is provided for the following search criteria, which can be
entered in the search field Forecasted For :
- Name
Employee ID
When you provide search criteria and choose Enter , the system displays a
search criteria result dialog box. The search criteria result depends on the
search criteria you have specified and on your authorization (the
authorization of the user who has logged on to the system). Managers, for
example, can only search for employees directly and indirectly reporting to
them. By contrast, superusers can search for all employees.
If you do not enter any search criteria and choose Enter , the search resultis entirely based on your authorization (the authorization of the user who
has logged on to the system).
- Input help
The system provides an employee search based on the following search
criteria:
- Employee ID
- Employee Last Name
- Employee First Name
- Employee Full Name
- Employee Group
- Company Code
The search result list is populated on the basis of the search criteria youhave chosen and on your authorizations.
When you select an employee from the search result list and choose
Enter , the system populates the utilization forecast data for the selected
employee.
o Calendar:
The system displays 3 calendar months, independently of the planning
granularity that was selected in Customizing.
For all planning granularities, the system provides keys for entries such as
vacation, holidays, and non-working days. The key related to forecasted time is
also specified for daily planning granularities.
The calendar gives preference to non-forecasted days over holidays, vacation
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and non-working days. If a day is both a forecasted day and a holiday, the
calendar indicates a holiday.
To navigate to the maintenance of the utilization forecasting, choose a date in
the calendar.
Past utilization forecasts can be viewed for time periods up to three months from
the current date.
Forecast Details:
In the utilization forecast, the system displays the following information:
o Assignment data
o Service attributes
o Comments
o Actuals: CATS recording
o Task type
o Forecasting period (dates for a daily planning granularity, calendar weeks for a
weekly planning granularity and months for monthly planning granularity) - these
columns can be scrolled.
When you maintain the utilization forecast, the system updates the following features:
o Maximum days available for forecasting
o Not forecasted
o Availability: target hours considering vacation, public holidays, and so on
o Total forecast
o Total unassigned
Customizing-Related Features:
Depending on the planning granularity setup you have chosen (see Effects on
Customizing ), you can access utilization forecast periods on a daily, weekly, or monthly
basis. Forecasting units can be hours or days, depending on the chosen planning
granularity and Customizing settings.
You can maintain utilization forecasts for future dates, considering the planning
timeframe maintained in Customizing.
You can maintain utilization forecasts for forecasting object types.
The forecast application displays the following 3 tabs:
o - Daily View tab: Forecast data can be maintained here
o - Weekly View tab: Consolidated forecast information can be viewed here
o - Monthly View tab: Consolidated forecast information can be viewed here
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If the planning granularity maintained in Customizing is:o Daily
The preconfigured planning unit for a daily view is hours. If you
change the preconfigured planning unit in the Forecast Details View, for
example from hours to days, you can no longer change any of the
displayed data until you return the unit setting to its original value.
The calendar highlights forecasted days.
o Weekly
The forecast application displays forecast data related to a weekly
planning granularity. If you change the preconfigured planning unit in the
Forecast Details View, for example from day to hours, you can no longer
change any of the displayed data until you return the unit setting to its
original value.
o Monthly
The forecast application displays forecast data related to a monthly
planning granularity. If you change the preconfigured planning unit in the
Forecast Details View, for example from day to hours, you can no longer change any of the displayed data until you return the unit setting to its
original value.
Validation of forecasting values:
If you wish to validate or filter the forecasting values entered by users, you can use the
dedicated Business Add-Ins (BAdI) SAWE_TIME_PS_VALIDATION and
SAWE_TIME_PS_FILTER.
o SAWE_TIME_PS_VALIDATION enables you to check the consistency of values
in the time planning sheet.
o SAWE_TIME_PS_FILTER enables you to add additional filtering conditions for staff assignments and forecasting objects.
Other features:
o You can maintain utilization forecasts only for assignments that are forecast-
relevant.
o You can maintain utilization forecasts for assignments as long as the
assignments are still valid .
o You can maintain utilization forecasts for assignments that are not archived.
o You can maintain comments for every assignment.
o You can export the entire forecast sheet to the spreadsheet application.
o You can filter columns based on conditions.
o You can hide columns using the option Settings
o You can print the entire forecast data
You can use the following enterprise service interfaces to read, create or change staff
assignment time planning sheet/forecasting entries:
o StaffAssignmentTimePlanningSheetERPChangeRequestConfirmation_In (create
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and Change)
o StaffAssignmentTimePlanningSheetERPByIDQueryResponse_In
Effects on Existing Data
Existing data is not affected.
Effects on Data Transfer
Not applicable.
Effects on Customizing
You have to complete mandatory and optional Customizing setup activities before
maintaining the utilization forecast settings.
Settings for Forecasting:
Customizing path: SAP Professional Services -> Lean Staffing -> Settings for
Forecasting
Set Up Time Planning Sheet : table TSAWE_TPS_SETUP
This Customizing table enables you to set up the planning timeframe and planning
granularity for the application at company code level. This table contains one recordper company code level. This Customizing setting is mandatory.
Define Hours per Working Day : table TSAWE_HR_D_CONV
This Customizing table enables you to maintain the amount of hours which make up aworking day. This setting can differ per company code. The conversion is used by the
forecasting application for all data conversions from days to hours.
Define Forecasting Unit : table TSAWE_PLAN_UNIT
For a combination of company code and planning granularity, you can maintainplanning units. Planning units enable you to determine the unit in which the system has
to maintain the forecast information by default. You can maintain planning units only for
weekly and monthly forecasting granularity. For daily granularity, the planning unit is
always hourly.
Define Forecasting Object Type: table TSAWE_DUMMY_OBJ
The forecasting object type for projects, SD, and internal orders is maintained here at
company code level.
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Define Display Timeframe: table TSAWE_DISP_TIME
This Customizing table is used to maintain the display timeframe, which is not company
code specific. A separate display timeframe may be entered for every planning
granularity.
Settings for Staff Assignment:
Customizing path: SAP Professional Services -> Lean Staffing -> Settings for Staff
Assignment
Define Relevant Employee Groups: table TSAWE_PERSG
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 andforecasting.
Settings for Enhancements for Enterprise Services:
Customizing path: SAP Professional Services -> Enhancements -> Enhancements for
Lean Staffing & Forecasting -> Services
You can define additional attributes for assignments as described in the Customizing
activities Create Service Attributes and Use Service Attributes inLean Staffing and Forecasting.
For more information about the Customizing views, see the relevant Customizing
documentation.
See also
For more information, see the central release note for the business function
Commercial Project Inception & Lean Staffing and the SAP Library
documentation under Industries in SAP ERP -> SAP for Professional Services.
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PRS_ERP_CPILS1: Archiving (New)
Use
As of SAP enhancement package 5 for SAP ERP 6.0 (EA-APPL 605), business
function Commercial Project Inception & Lean Staffing (PRS_ERP_CPILS1), you can
use archiving functions to permanently store your Lean Staffing assignment data for future reference.
Whereas the tables SAWE_D_TIME_PS and SAWE_D_TIME_PSI are deleted without
prior archiving, the new archiving object SAWE_LSA enables you to archive and delete
the following database tables:
o SAWE_D_SA_HDR
o SAWE_D_SA_ITM
Archiving is executed using the standard archive administration tool SARA.
The archived objects stored in the archive information system are the following:
o Info Structure SAP_SAWE_SA
o Field Catalog SAP_SAWE_SA
Archiving Process
The new archiving object comprises the following programs:
- Preprocessing
SAWE_SA_ARC_PREPROCESSIN
G
- Write SAWE_SA_ARC_WRITE
- Delete SAWE_SA_ARC_Delete
- Read Sequentially
SAWE_SA_ARC_READ_SEQUENTI
AL
- Read By Index SAWE_SA_ARC_READ_BY_INDEX
Preprocessing
The archiving object launches a preprocessing report that checks whether staff
assignments can be archived. All assignments associated with an assignment object(sales document, internal order, project, customer) are archived. Consequently, all the
staff assignments of an assignment object must be archivable, otherwise the archive
operation fails.
If all assignments of a specific assignment object can be archived, the preprocessing
report selects the field to_be_archived in the staff assignment table
SAWE_D_SA_HDR. If this field is selected, the transaction Lean Staffing Staff
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Assignments can no longer be accessed in the change mode and can only be
displayed.
Staff assignment items can be archived only if their end date is later than the specified
retention period. The report selection parameters require you to enter a retention
period, which has to be expressed either as a specific date or in days.
Example:
If the retention period date entered in the report parameter is 2009.10.01, all staff
assignment items with an end date equivalent to 2009.09.30 or older can be archived.
This archiving program can run independently of write/delete programs.
The flag to_be_archived in the staff assignments can also be set by the assignment
object. For example, when you archive an SD order, the order sets the flag
to_be_archived in any related staff assignments, because staff assignments without
underlying assignment objects do not exist.
Write
The write program selects all the staff assignments in which the field to_be_deleted is
selected and writes them to the archive.
Delete
The delete program deletes the staff assignments from the resident tables and also
deletes the tables that are not to be archived (for example, the forecast table).
Read Sequentially
The read sequential program sequentially reads all records from the selected archiving
files.
Read By Index
The read by index program reads index-sequential records from the entire archive.
Archive Information System
The archive information system provides a standard field catalog SAP_SAWE_SA and
an information structure SAP_SAWE_SA, which you can use to create your ownobjects.
See also
For more information, see the central release note for the business function
Commercial Project Inception & Lean Staffing and the SAP Library
documentation under Industries in SAP ERP -> SAP for Professional Services , and the
SAP Library Documentation related to Archiv ing .
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PRS_ERP_CPILS1:Report Assignment Overview per Employee (New)
Use
As of SAP enhancement package 5 for SAP ERP 6.0 (EA-APPL 605), businessfunction Commercial Project Inception & Lean Staffing (PRS_ERP_CPILS1), you can
use the Power List Assignment Overview per Employee to display a detailed view of all
assignments allocated to a specific employee.
You can use this report to display a detailed view of all assignments allocated to a
specific employee.
For example, you can use this report in the business role of a delivery or staffing
manager, to examine to which orders or customers a consultant is or has been
assigned. This enables you to identify under- or over-employed consultants or prepare
for a feedback session with a consultant.
Depending on your authorizations, you can start this report using different user
interfaces:
1. SAP Query
Navigation path: SAP Easy Access -> Reporting -> Employee Assignment
Alternatively you can execute transaction SQ01 using the following data:
Query Area: Global Area (Cross-Client)
Query Name: 0SAWE_PSEA_Q00
2. Power List
Navigation path: SAP Easy Access -> Reporting -> POWL Employee
Assignment
Features
The report definition dialog displays the following fields, which you use to specify the
scope of the report:
o Assignment date
o Assignment object type
o Booking Status
o Company code
o Controlling Area
o Cost center
o Employee ID
o Organizational unit
Choose the Apply button to use your report definition to generate a report that is
immediately visible. The report can contain one or more entries, and each entry
contains the following information:
o Booking Status
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o CATS hours
o CATS-relevant
o Competency
o Controlling Area
o Cost Center
o Employee ID
o Expected number of days
o First/last name
o Indicator Missing CATS Authority
o Maximum number of days of an assignment
o Organizational Unit
o Object ID
o Object typeo Object name
o Start and end date of an assignment
o Task Type
o Task Level
If you use organizational data such as Company Code or Organizational Unit as search
criteria, the report generation process first searches for employees who belong to the
company code or organizational unit specified and displays the corresponding
assignment data. If you do not specify any organizational data as search criteria, the
list directly displays assignment data for all employees.
The report generation process only considers employees belonging to employee
groups defined in the Customizing table Define Relevant Employee Groups .
Effects on Existing Data
Existing data is not affected.
Effects on Data Transfer
Not applicable.
Effects on CustomizingThe data used in this report is retrieved using a data source. The extraction method is
based on a function module stored in the function group SAWE_EXTR.
The report output is obtained using generated Infoset queries or Power Lists.
To extend the report Assignment Overview per Employee (for example, to include
project-specific data), you must create an implementation of the Business Add-In
(BAdI) SAWE_REPORTING. This Business Add-In provides a method that enables you
to enrich the output data of the report. If you use this method, you have to regenerate
the Infoset-queries or the Power Lists, or use a customer-specific output interface, such
as SAP List Viewer.
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See also
For more information, see the central release note for the business function
Commercial Project Inception & Lean Staffing and the SAP Library
documentation under Industries in SAP ERP -> SAP for Professional Services.
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PRS_ERP_CPILS1:Report Resource Consumpt. per Ass. Obj. (New)
Use
As of SAP enhancement package 5 for SAP ERP 6.0 (EA-APPL 605), business
function Commercial Project Inception & Lean Staffing (PRS_ERP_CPILS1), you can
use the report Resource Consumption per Assignment Object to gather informationabout the quantity of resources deployed to complete a specific assignment. This report
compares the actual time reportings made in transaction CATS with the planned
values. The planned values are taken from the resource assignment data base.
This report provides an overview of the number of employees deployed to complete a
specific assignment. This report compares the actual time records in transaction CATS
with the times specified in the employee assignment data base.
For example, a delivery or staffing manager can use this report to examine which
consultant has been allocated to a customer or to an order and what their planned and
actual contribution has been.
This information can support the staffing process, for instance in the following
situations:
o When consultants who have worked for customer “XYZ” are not allowed to be
staffed for customer “ABC”
o When customers prefer to hire consultants who have already worked for their
company
Features
Depending on your authorizations, you can start this report using different user
interfaces:
1. SAP QueryNavigation path: SAP Easy Access -> Reporting -> Resource Consumption
Alternatively you can execute transaction SQ01 using the following data:
Query Area: Global Area (Cross-Client)
Query Name: 0SAWE_PSRC_Q00
2. Power List
Navigation path: SAP Easy Access -> Reporting -> POWL Resource
Consumption
The report definition dialog displays the following fields, which you use to specify thescope of the report:
o Date
o Assignment Object Type
o Booking status
Choose the Apply button to use your report definition to generate a report that is
immediately visible. The report can contain one or more entries, and each entry
contains the following information:
o Object Type Description
o Object ID
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o Employee ID
o First/last name
o Task type
Specific task that an employee performs, for example "consulting".
oTask levelFor example, junior or senior.
o Start and End date of an assignment
o Expected days
Presumed number of days that are necessary to fulfill the task related to an
assignment.
o Maximum Days
Maximum amount of working days that can be entered for an assignment.
o Hours
o Consumption
Employee consumption for an assignment object in percent.o Competency
o No CATS Authorization
Indicates if access to CATS data is allowed for the selected employee ID and
date.
o CATS-Relevant
Specifies whether the staff assignment is displayed in the CATS worklist for the
assigned employee.
o External
Displays if an employee is external ('X') or internal (empty).
o Soft bookedIndicates that a staff assignment has a preliminary status and is not fully
confirmed.
Effects on Existing Data
Existing data is not affected.
Effects on Data Transfer
Not applicable.
Effects on Customizing
The data used in the report is retrieved using a data source. The extraction method is
based on a function module stored in the function group SAWE_EXTR.
The report output is obtained using generated Infoset queries or Power Lists.
To extend the report Resource Consumption per Assignment Object, you must create
an implementation of the Business Add-In (BAdI) SAWE_REPORTING. This Business
Add-In provides a method that enables you to enrich the output data of the report. If
you use this method, you have to regenerate the Infoset queries or the Power Lists, or
use a customer-specific output interface, such as SAP List Viewer.
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See also
For more information, see the central release note for the business function
Commercial Project Inception & Lean Staffing and the SAP Library
documentation under Industries in SAP ERP -> SAP for Professional Services.
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PRS_ERP_CPILS1: Report Employee Utilization (New)
Use
As of SAP enhancement package 5 for SAP ERP 6.0 (EA-APPL 605), business
function Commercial Project Inception & Lean Staffing (PRS_ERP_CPILS1), you can
use the report Employee Utilization to gather information about the quantity of assignments allocated to a specific resource.
This report provides an overview of the percentage of time that an employee is utilized
for assignments. Utilized time is the time that an employee spends on one or more
assignments. Employees use the Forecast to indicate the time they plan to spend
working on an assignment: for current and future assignment objects and months the
report reads data from the forecast database. For past assignment objects or periods of
time in the past, the report reads CATS data.
For example, a delivery or staffing manager can examine which consultant has been
assigned to a customer or to an order and what their planned and actual contribution
has been.
Features
The report shows the actual resource utilization in percent for employees and
organizational units. The utilization percentage can be displayed for past, current and
future periods.
Two employee utilization Power Lists are available:
o POWL Employee Utilization per OrgUnit enables evaluations based on
organizational units
o POWL Employee Utilization per CC enables evaluations based on controlling
area and cost centers
The maximum evaluation period of both Power Lists is 12 months.
Depending on your authorizations, you can start this report using different user
interfaces:
1. SAP Query
Navigation path: SAP Easy Access -> Reporting -> Employee Utilization per
OrgUnit / per CC
Alternatively you can execute transaction SQ01 using the following data:Query Area: Global Area (Cross-Client)
Query Name: 0SAWE_PSEU_Q01 or 0SAWE_PSEU_Q02
2. Power List
Navigation path: SAP Easy Access -> Reporting -> POWL Employee Utilization
per OrgUnit / per CC
The report definition dialog displays the following fields, which you use to specify the
scope of the report:
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o Organizational unit or Controlling area and Cost Center of the employee
o Employee ID
o Last name
o First name
o Assignment periodFor example, the date range 28.01.2010 – 15.06.2010 sets the output periods
01/2010 – 06/2010
o Booking status
Choose the Apply button to use your report definition to generate a report that is
immediately visible. The report can contain one or more entries, and each entry
contains the following information:
o Organizational unit or Controlling Area and Cost Center of the employee
o Employee ID
o Last name
o First name
o Pd 1-12
1-12 periods of evaluation depending on the selected assignment period
o Last Updated
Date of last update of forecast data for the selected employee
o No CATS-Auth.
Indicates if access to CATS data is allowed for the selected employee ID and
date.
The report generation process only considers employees belonging to employeegroups defined in the Customizing table Define Relevant Employee Groups .
Effects on Existing Data
Existing data is not affected.
Effects on Data Transfer
Not applicable.
Effects on Customizing
The data used in the report is retrieved using a data source. The extraction method is
based on a function module stored in the function group SAWE_EXTR.
The report output is obtained using generated Infoset queries or Power Lists.
To extend the report Employee Utilization, you must create an implementation of the
Business Add-In (BAdI) SAWE_REPORTING. This Business Add-In provides a method
that enables you to enrich the output data of the report. If you use this method, you
have to regenerate the Infoset-queries or the Power Lists, or use a customer-specific
output interface, such as SAP List Viewer.
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See also
For more information, see the central release note for the business function
Commercial Project Inception & Lean Staffing and the SAP Library
documentation under Industries in SAP ERP -> SAP for Professional Services.
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PRS_ERP_CPILS1: Report Skill Utilization (New)
Use
As of SAP enhancement package 5 for SAP ERP 6.0 (EA-APPL 605), business
function Commercial Project Inception & Lean Staffing (PRS_ERP_CPILS1), you can
use the report Skill Utilization to gather detailed information about the competenciesrequired to complete different assignments.
For example, a delivery or staffing manager can examine the planned skill utilization for
an organizational unit or a cost center for up to a maximum period of 12 months.
Features
The following skill utilization Power Lists are available:
o POWL Skill Utilization per OrgUnit enables evaluations based on organizational
units
o
POWL Skill Utilization per CC enables evaluations based on controlling areasand cost centers
Depending on your authorizations, you can start this report using different user
interfaces:
1. SAP QueryNavigation path: SAP Easy Access -> Reporting -> Skill Utilization per OrgUnit /
per CC
Alternatively you can execute transaction SQ01 using the following data:
Query Area: Global Area (Cross-Client)
Query Name: 0SAWE_PSSU_Q01 or 0SAWE_PSSU_Q022. Power List
Navigation path: SAP Easy Access -> Reporting -> POWL Skill Utilization per
OrgUnit / per CC
The report definition dialog displays the following fields, which you use to specify the
scope of the report:
o Assignment Period:
For example, the values 28.01.2010 – 15.06.2010 define the report output period
01/2010 – 06/2010.
o Organizational unit (or controlling area and cost center) of the employee in thereport.
o External Employee Indicator:
True (X) or false (empty). Use this option to indicate if the report should consider
only external consultants (True) or normal employees (false).
o Booking Status:
Type of booking you want to display in the report, for example, “Soft” (X) or
“Hard” (empty). A “Soft” booking indicates an assignment to a future project; a
“Hard” booking indicates an assignment to an existing (approved) project.
Choose the Apply button to use your report definition to generate a report that is
immediately visible. The report can contain one or more entries, and each entry
contains the following information:
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o Org. Unit (Organizational Unit)
o Co Area (Controlling Area)
o Cost Ctr (Cost Center)
o Competency:
Skill required for a project, for example: management or consulting (accounting,logistics, HCM, and so on).
o Pd 1-12:
Report period displayed in months, as specified in the Assignment Period text
box in the report-definition.
The report generation process only considers employees belonging to employee
groups defined in the Customizing table Define Relevant Employee Groups .
Effects on Existing Data
Existing data is not affected.
Effects on Data Transfer
Not applicable.
Effects on Customizing
To extend the Skill Utilization report with project-specific data, you must create an
implementation of the Business Add-In (BAdI) SAWE_REPORTING. This Business- Add-In provides a method which enables you to enrich the output data of the report.
The data used in the report is retrieved using a data source. The extraction method is
based on a function module stored in the function group SAWE_EXTR. The report
output is obtained using generated Infoset-queries or Power Lists.
To extend the report Skill Utilization, you must create an implementation of the
Business Add-In (BAdI) SAWE_REPORTING. This Business Add-In provides a method
that enables you to enrich the output data of the report. If you use this method, you
have to regenerate the Infoset-queries or the Power Lists, or use a customer-specific
output interface, such as SAP List Viewer.
See also
For more information, see the central release note for the business function
Commercial Project Inception & Lean Staffing and the SAP Library
documentation under Industries in SAP ERP -> SAP for Professional Services.
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PRS_ERP_CPILS1: Enhancement Spot WE_ENGAGEMENT (New)
Use
As of SAP enhancement package 5 for SAP ERP 6.0 (EA-APPL 605), business
function Commercial Project Inception & Lean Staffing (PRS_ERP_CPILS1), you can
assign employees to various types of objects (such as an SD order item or a WBSelement) and forecast the working time of these employees.
To support the assignment of employees and forecasts, each of these object types
must implement the Work Engagement Interface (technically, implement the Business
Add-In WE_ENGAGEMENT) and must perform a number of callbacks (technically, call
the Business Add-In WE_ENGAGEMENT_CALLBACK). Both BAdI definitions are
contained in the enhancement spot WE_ENGAGEMENT.
SAP delivers the necessary implementations and callbacks for the following object
types:
o SD order item
o WBS element
o Internal order
o Service order
o Customer.
Effects on Customizing
You define the Customizing settings for this function in the SAP Customizing
Implementation Guide under SAP Professional Services -> Enhancements ->
Enhancements for Lean Staffing & Forecasting . You can also assign the Customizing
activities in the release note attributes. This has the following advantages:
oThe assigned Customizing activities are displayed when your customer generates a release-specific view (a delta Customizing view).
o Your customer can display the release note directly from the Customizing activity
to which it is assigned.
If you want to extend the assignment of employees and forecasts to other object types
in a project-specific way, you must carry out the following activities:
o Define a new assignment object type using the Customizing activity SAP
Customizing Implementation Guide -> SAP Professional Services ->
Enhancements -> Enhancements for Lean Staffing & Forecasting -> Define New
Assignment Object Types.
o Create an implementation of the Business Add-In (BAdI) WE_ENGAGEMENT
with the new assignment object type as a filter value in Customizing under SAP
Customizing Implementation Guide -> SAP Professional Services ->
Enhancements -> Enhancements for Lean Staffing & Forecasting -> BAdI:
Implement Assignment Object Types.
o Ensure that the application which maintains objects of the new type issues the
callbacks described in the BAdI WE_ENGAGEMENT_CALLBACK. This last step
is only necessary if the objects of the new type can be renamed, deleted or
archived and their assigned employees and forecasts must automatically reflect
such changes.
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See also
For more information, see the central release note for the business function
Commercial Project Inception & Lean Staffing and the SAP Library
documentation under Industries in SAP ERP -> SAP for Professional Services.
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PRS_ERP_CPILS1: Resource-Related Billing Using Service Attributes(New)
Use
As of SAP enhancement package 5 for SAP ERP 6.0 (EA-APPL 605), businessfunction Commercial Project Inception & Lean Staff ing (PRS_ERP_CPILS1), you
can use a cross-application enhancement concept for resource-related billing, using
service attributes. The introduction of the work period adds enhanced capabilities to the
billing of services.
The cross-application enhancement concept integrates service attributes over multiple
units and multiple applications.
For example, you can introduce service attributes relevant to your business processes,
and make them available across Cross -Application Time Sheet (CATS), Human
Resources (HR), Control l ing (CO), Sales and Distributio n (SD), and Project
System (PS). You can include these service attributes in the following processes:
oStaff assignment to clients' engagements
o Time entry in CATS
o Transfer from CATS to CO
o Resource-related billing
o Detailed work in progress (WIP) reporting
o Pricing in SD documents
In resource-related billing, the system consolidates the work and cost assigned to a
project (Project System ) and considers these values during the creation of an invoice.
For example, if you record time for a client project, the resource-related billing (usingservice attributes) allows you to invoice this time to the client.
With the enhanced service attributes, you can introduce additional parameters across
the process flow and the system manages the handling of these parameters. For
example, when you introduce a parameter for billing (bil lable and nonbi l lable ) at time
recording, this parameter value gets forwarded to CO during the CATS-CO transfer.
Optionally, this parameter is available in the dynamic item processor (DIP) profile, for
use during invoice creation.
You can transfer this parameter value to sales and billing, to be used, for example, in
the pricing procedure to determine the service price. In this scenario, you may need to
determine the valid service charge for an invoice for the period (or date) the service is
rendered. The time period in which the service is rendered (work period) may be used
as a criterion to structure the invoice. This is an important characteristic in reporting.
Effects on Existing Data
Resource-related billing (using service attributes) enhances the existing resource-
related billing. Adding customer fields in the existing resource-related billing process
needs to be done individually in many places and may impact the performance of billing
or the results analysis. In the existing resource-related billing, the customer-defined
user fields are not exposed to other applications. In the enhanced resource-related
billing, these user fields are carried over across applications.
You can make the Customizing settings related to service attributes in Customizing for
SAP Profession al Services (IS-PRS), under Service Attr ibu tes .
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SAP® What's New? – Release Notes
Release Notes for SAP for Professional ServicesSAP enhancement package 5 for SAP ERP 6.0 Page 37 of 48
See also
SAP Library for SAP ERP on SAP Help Portal at http://help.sap.com/erp -> SAP ERP
Enhanc ement Packages -> ERP Central Com ponen t Enhancemen t Package 5 ->
Indus tries in SAP ERP -> SAP for Professio nal Services
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PRS_ERP_CPILS1: Detailed Work In Progress Reporting (New)
Use
As of SAP enhancement package 5 for SAP-ERP 6.0 (EA-APPL 605), it is possible to
save details of work in progress (WIP) determined during Results Analysis and execute
reports to understand the details of WIP.
The WIP details can be saved in the database during Results Analysis for subsequent
reporting. Reporting is provided using Simplified Reporting, which supports reporting
using either standard or customer-created SAP Query and BI Query reporting based on
an Infoset that is enabled as a BI Infoprovider.
Features
o In combination with the new work period service attribute, WIP aging can be
reported
o New customizing allows the assignment of WIP revenues into revenue
categories for reporting. Revenue categories are determined based on billing
material numbers.
Effects on Existing Data
Only WIP data resulting from Results Analysis runs after the activation of this function
is available for reporting.
Effects on Customizing
o Detailed WIP data is only saved if the relevant Results Analysis version is
configured appropriately. Turn on the Save WIP Details option in Customizing by
choosing Project System -> Revenues and Earnings -> Automatic and
Periodic Al locations -> Results Analysis -> Edit Results Analysis Keys and
Version -> Maintain results analysis version s .
o Customizing for reporting revenues by categories can optionally be configured to
assign WIP elements to revenue categories based on billing Material Number.
Define the revenue categories and determination in Customizing for SAP
Professional Services by choosing Work in Pro gress Reporting -> Define
Revenue Categories for Reporti ng .
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SAP® What's New? – Release Notes
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PRS_ERP_CPILS_1: Impact on Time Recording (CATS) (New)
Use
As of SAP enhancement package 5 for SAP ERP 6.0 (EA-APPL 605), business
function Commercial Project Inception & Lean Staffing (PRS_ERP_CPILS1),
enhancements of the Time Sheet (CATS) for time recording are available that arerequired if you want to use Lean Staffing within the framework of the business function.
The business function provides enhancements to the application logic and
enhancements to the SAP GUI user interfaces for Time Sheet (CATS classic).
Note
If you want to use Web Dynpro user interfaces of the Time Sheet (CATS regular)
as well as the Web application Approve Working Time, you must also activate
the business function PRS_HCM_CPILS_1. For more information, see therelease note PRS_HCM_CPILS_1: HCM, Lean Staffing for Professional
Services.
The PRS_ERP_CPILS_1 business function contains the following enhancements:
o The worklist of the previous time sheet now contains the data from the Lean
Staffing staff assignment. In this way, employees can now report back to their
assignment objects stored in the worklist.
o You can use the data from the Lean Staffing staff assignment to perform
automatic input checks when recording in CATS.
o The user interfaces for SAP GUI (CATS classic) now support service attributes
that the customer can use to enhance the data record structure of Lean Staffing.
You can integrate up to 10 service attributes in the Time Sheet.
o All evaluation reports and approval reports now support service attributes as
well.
o The Change and Insert methods of the business object CATimeSheetManager and the GetWorklist method of the business object EmployeeCATimeSheet now
support the service attributes.
Effects on Existing Data
Once the business function is activated, the system adds the fields of the service
attributes (CATS_SA_ADDFI_SA_FIELD1 to CATS_SA_ADDFI_SA_FIELD10 and
CATS_SA_ADDFI_SA_FIELD1_W to CATS_SA_ADDFI_SA_FIELD10_W) to the
worklists and data entry areas of all existing data entry profiles.
The automatically started report RCATSFAW_SERVICE_ATTRIBUTES then hides
these fields again so that there are no changes to the existing profiles.
Effects on Customizing
New activities are available for you in the Implementation Guide to set up CATS. See
Time Sheet (CATS) -> Settings for All User Interfaces -> Service Attributes in CATS.
o In the Customizing activity Maintain Service Attributes in CATS, you assign user-
defined fields to the service attributes and then provide the service attributes for
maintenance and display in Time Sheet.
o In the Customizing activity BAdI: Assign Service Attribute to CO, you specify the
service attributes for the transfer to Controlling (CO). In the standard system,
when the service attributes are transferred from CATS to CO, the service
attributes are mapped with identical names. You can use this BAdI to change
this assignment and map customer fields from the customer include CI_CATSDB
to service attributes, for example.
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In the Customizing activity Set Up Data Entry Profiles, you use the new checkbox Lean
Staffing to specify whether the Time Sheet worklist contains data from the Lean
Staffing for Professional Services staff assignment. You use the checkbox Include Lean
Staffing to specify whether the conditions from the staff assignment stored in the Time
Sheet are taken into account for Time Sheet input checks.
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SAP® What's New? – Release Notes
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PRS_ERP_CPILS1: Power List for Staff Assignments (New)
Use
As of SAP enhancement package 5 for SAP ERP 6.0 (EA-APPL 605), business
function Commercial Project Inception & Lean Staffing (PRS_ERP_CPILS1), you can
use Power Lists to combine the Lean Staffing transaction with specific processes (for example the staff assignments or the order-to-bill process), or to invoke actions based
on the information you choose to display.
The Power List for Staff Assignments provides a list of all assignments related to the
logon user who accesses this Power List. The default query displays all assignments
that are currently valid. The validity dates are selection criteria that can be changed as
required.
The Power List for Staff Assignments consists of the following fields:
o Work engagement type
o Object ID
o Object sub ID (for example an order position number)
o Assignment description
o Start date of the assignment
o End date of the assignment
o Maximum days
o Days recorded in CATS
o Days planned within forecast
The Power List also displays all service attributes that are defined in the system.
Navigation:
When you mark a line of the list and choose the pushbutton Assignments , the system
displays a new window and starts the assignment application for the engagement
object that is currently selected.
When you choose the pushbutton Forecast , the system displays a new window and
starts the forecasting application for the employee ID that is currently selected.
When you choose the pushbutton CATS , the system displays a new window and starts
the CATS application for the employee ID and the HR profile that are currently
selected.
Effects on Customizing
Although no specific Customizing settings are required to use this Power List, the
following prerequisites apply:
o In order to use this Power List, your logon name must previously have been
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linked to an employee name in the HR master data infotype 105 Communication.
o In order to display the entries of an assignment list, you need a display
authorization for this specific assignment.
o In order to navigate to the Assignments, the Forecast and the CATS transactions
from the Power List, you need to be assigned to the PFCG profiles
SAP_SAWE_UNIVERSAL and SAP_CATS_LEAN_STAFFING, or to a rolewhich includes these menu entries.
You can navigate to these transactions only in the SAP NetWeaver Business
Client.
See also
For more information, see the central release note for the business function
Commercial Project Inception & Lean Staffing and the SAP Library
documentation under Industries in SAP ERP -> SAP for Professional Services.
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PRS_ERP_CPILS1: Power List for Sales Documents (New)
Use
As of SAP enhancement package 5 for SAP ERP 6.0 (EA-APPL 605), business
function Commercial Project Inception & Lean Staffing (PRS_ERP_CPILS1), you can
use Power Lists to combine the Lean Staffing transaction with specific processes (suchas the staff assignments or the order-to-bill process), or to invoke actions based on the
information you choose to display.
The Power List for Sales Documents provides a list of all sales documents related to
the logon user who accesses this Power List. The default query displays all documents
that are currently valid. The validity dates are selection criteria that can be changed as
required.
In addition, you can use the following selection criteria:
o Sales Document
o Sales Document type
o Creation Date
o Sold-to-Party
o Sales Organization
o Distribution Channel
o Division
o Sales Office
o Sales Group
o Staffing Status
The Power List for Sales Documents consists of the following fields that are displayedin the columns:
o Sales Document
o Customer
o Customer Name
o Created on
o Staffing Status
o Net Value
o Document Currency
o Created by
o Sales Org
o Distribution Channel
The Power List also displays all service attributes that are defined in the system.
Navigation:
o When you mark a line of the list and choose the pushbutton
Maintain the system displays a new dialog box and opens the application to
change the sales order.
o When you choose the pushbutton Commercial Project Set-up the system
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displays a new dialog box and opens the Commercial Project Set-Up
application with the sales document number as the value for the initial screen.
o When you choose the pushbutton Lean Staff ing the system displays a new
dialog box and opens the Lean Staff ing application with sales documents as the
assignments object and the sales order number as the object number.
o When you choose the pushbutton Bill ing Request the system displays a newdialog box and opens the Bil l ing Request Editor with a DMR number created
from the original sales document in the background.
o When you choose the pushbutton WIP Statu s the system displays a new diolog
box and opens the Work in Prog ress status report for this sales document.
Effects on System Administration
The feeder class PS_ORDERTOBILL_SDORDERS implements methods for creating
and processing this Power List.
Effects on Customizing
The Comm ercial Project Inception and Lean Staff ing functions have beensubsequently switched on in Customizing for SAP Profession al Services , using
activity Activate Professional Service Functionalty .
You can use the Feeder Class: Sales Documents Add-In (BAdI) to enhance
the methods of the feeder class.
See also
For more information, see the central release note for the business function
Commercial Project Inception & Lean Staffing and the SAP Library
documentation under Industries in SAP ERP -> SAP for Professional Services.
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SAP® What's New? – Release Notes
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PRS_ERP_CPILS1: Power List for Debit Memo Requests (New)
Use
As of SAP enhancement package 5 for SAP ERP 6.0 (EA-APPL 605), business
function Commercial Project Inception & Lean Staffing (PRS_ERP_CPILS1), you can
use Power Lists to combine the Lean Staffing transaction with specific processes (suchas the staff assignments or the order-to-bill process), or to invoke actions based on the
information you choose to display.
The Power List for Debit Memo Requests (DMR) provides a list of all debit memo
requests related to the logon user who accesses this Power List. The default query
displays all documents that are currently valid. The validity dates are selection criteria
that can be changed as required.
In addition, you can use the following selection criteria:
o Sales Document
o Creation Date
o Sold-to-Party
o Sales Organization
o Distribution Channel
o Division
o Sales Office
o Sales Group
The Power List for Debit Memo Requests consists of the following fields that are
displayed in columns:
o Sales Document Number
o Customer
o Created on
o Billing status
o Net Value
o Document Currency
o Created by
o Sales Org
o Distribution Channel
o Division
o Sales Office
o Sales Group
The Power List also displays all service attributes that are defined in the system.
Navigation:
o When you select a line of the list and choose the pushbutton Individual bil l ing
Document the system displays a new dialog box and opens the transaction to
create a billing document (transaction VF01) with the DMR number as input
parameter.
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o When you select one or more lines and choose the pushbutton Bil l ing in
Background the system processes the selected entries in background and
creates the corresponding billing documents.
o When you select a line and choose the pushbutton Bil l ing Document in PDF
Format the system creates a billing document for the selected entry in the
background and displays the DMR as a PDF document.o When you choose the pushbutton Bill ing Request the system displays a new
dialog box and opens the Bil l ing Request Editor by skipping the initial screen
going directly to the second step.
Effects on System Administration
The feeder class PS_ORDERTOBILL_DMR implements methods for creating and
processing this Power List.
Effects on Customizing
You can use the Feeder Class: Debit Memo Request (DMR) Add-In (BAdI)
to enhance the methods of the feeder class.
See also
For more information, see the central release note for the business function
Commercial Project Inception & Lean Staffing and the SAP Library
documentation under Industries in SAP ERP -> SAP for Professional Services.
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Business Funct ion HCM, Lean Staff ing for Professional
Services
PRS_HCM_CPILS_1: HCM, Lean Staffing for Professional Services (new)
Use
As of SAP enhancement package 5 for SAP ERP 6.0 (EA-HRGXX 605), you can usethe business function HCM, Lean Staffing for Professional Services
(PRS_HCM_CPILS_1).
Note
To use this business function, you have to activate the Enterprise Extension EA-
HR.
The business function provides the enhancements to the Time Sheet that you requirein addition to the business function Commercial Project Inception and Lean Staffing
(PRS_ERP_CPILS_1) to enable time recording within the framework of Lean Staffing.
Note
You have to activate the business function PRS_ERP_CPILS_1 before you canactivate the business function PRS_HCM_CPILS_1. For more information about
this business function, see the release note PRS_ERP_CPILS_1: Commercial
Project Inception and Lean Staffing .
The business function provides the necessary enhancements for the user interfaces for
the Time Sheet (CATS regular (Web Dynpro)) and the Web application Approve
Working Time. The business function PRS_ERP_CPILS_1 includes the user interfaces
for CATS classic that use SAP GUI, and the enhancements to the application logic for
all CATS user interfaces.
The business function contains the following enhancements:
o The worklist of the previous time sheet now contains the data from the Lean
Staffing staff assignment. In this way, employees can now report back to their assignment objects stored in Lean Staffing .
o You can use the data from the Lean Staffing staff assignment to perform
automatic entry checks when recording in the Time Sheet (CATS).
o The new user interfaces for the Time Sheet now support service attributes that
you can use to enhance the data record structure in Lean Staffing . You can
integrate up to 10 service attributes in the Time Sheet.
o The Web application Approve Working Time also supports service attributes and
thus enables the mass approval of recorded working time data within the
framework of Lean Staffing.
Effects on Customizing
New activities are available in Customizing for setting up CATS. See Time Sheet ->
Settings for All User Interfaces -> Service Attributes in CATS.Note
The new Customizing activities are part of the business function Commercial
Project Inception and Lean Staffing (PRS_ERP_CPILS1) and are available
once the business function is activated.
o In the Customizing activity Maintain Service Attributes in CATS, you assign user-
defined fields to the service attributes and then provide the service attributes for
maintenance and display in the Time Sheet.
o In the Customizing activity BAdI: Assign Service Attributes to CO, you introduce
the service attributes for the transfer to Controlling (CO). In the standard system,
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SAP® What's New? – Release Notes
when the service attributes are transferred from CATS to CO, the service
attributes are mapped with identical names. You can use this BAdI to change
this assignment and map customer fields from the customer include CI_CATSDB
to service attributes, for example.
o In the Customizing activity Set Up Data Entry Profiles, you use the new
checkbox Lean Staffing to specify whether the Time Sheet worklist contains datafrom the Lean Staffing for Professional Services staff assignment. You use the
checkbox Include Lean Staffing to specify whether the conditions from the staff
assignment stored in the Time Sheet are taken into account for Time Sheet entry
checks.