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    You can create invoicing plans directly for network activities (external, service, or general

    costs) or components procured externally.

    This means that it is possible to plan costs and outgoing payments on the basis of dates

    entered in the invoicing plan. Costs are not simply distributed, but are calculated precisely

    at the times specified in the invoicing plan.

    You can create an invoicing plan by copying a reference invoicing plan.

    The reference invoicing plan fixes cost and payment times relative to a start date.

    lternatively, you can copy billing milestones as dates to the invoicing plan of the activity. !f

    you copy the milestones rather than creating them manually, they can be postponed

    along with the dates in the invoicing plan if the activities are rescheduled.

    You cannot create invoicing plans in combination with unit costings (for general costs

    activities or material components).

    "

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    $n the basis of days, periods or fiscal years one can plan payment flows i.e. revenues

    and expenditure.

    !n %&' elements, manual planning of revenues and expenditure is by period. t

    commitment item level (roect Cash *anagement master data) planning takes place.

    The +uantity structure in the network and the billing plans in the %&' or ' document

    are valuated in the automatic planning of financial data.

    utomatic planning will be done by day. lanned line items will be written.

    &ased on assignment to -/ accounts commitment items will be determined. 0nlike

    revenue and costs calculation, payment date calculation takes account of the

    customer and vendor payment terms respectively.

    1ote2 The credit side payment plan of the network is determined using theasynchronous network costing only.

    The dates and the payment terms are used in the ' billing plan for planning incoming

    payments. 'ales order items will also be used in assigning the billing plan data and

    payment terms(of the dates or sales order item).The delivery date including the

    payment conditions is used if there is no billing plan for the sales order item.

    "

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    !n the case of activities processed externally and externally procured components,

    invoicing plan including payment conditions are used 4 or, the delivery dates including

    payment conditions are used where there is no invoicing plan

    !f an invoicing plan has been maintained, payment data is only planned for

    general costs activities

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    For instance In this case the way in which the material can be procureddepends on both item category and material attributes.

    The material master stores the information of

    the material attributes.-It contains information like :

    -Whether the material is purchased orinternally manufactured.

    -Whether the requirements are individualor collective or both

    -

    Whether the material can be procured inadvance.

    The control data of the proect definitiondetermines whether stocks can be built or not

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    The account assignment category of the salesorder determines whether sales order can bebuilt up

    ! setting within the "#$ can be specified todetermine whether the components can beprocured independently of the material mastersettings.

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    The components can be assigned to theactivity with the help of the procurementindicator.

    %The &rocurement indicator contains thedefault values for determining the stock andthe procurement type.

    %! procurement indicator can be specified inthe network profile. This gets defaulted in thecomponent assignment.

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    The &$* transfer functionality in ' ' helps you to assign the material from &$* to

    the network activities based on the reference point field which is assigned to the material

    and network activities.

    %&' &$*s can be assigned to roect &$*s using the &$* Transfer transaction .

    The corresponding selection parameters must be chosen to perform the same.

    dvantage of &$* transfer functionality is that the changes in the &$* during the course

    of the proect will change in the activities (you need to run &$*6transfer again every time

    you make changes in &$*).

    You can also manually assign materials to network activities without reference point fields.

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    'eference point : This is the logical link between a "#$ component and anetwork activity. It ensures that the automatic assignment of the materialcomponent happens correctly.

    %While the assignments by themselves are proect specific( they can be madesimultaneously for a large number of networks in the proect.

    %Individual components( individual "#$ assemblies or a multi level "#$ canbe assigned.

    %These assignments can happen manually without reference points as well.

    rocedure 8or &$* Transfer2

    %Field in the "#$ and the network activity which needs to be used asthe reference point needs to be specified.

    %These fields must have the same structure in both the obects. Forinstance : )*!'( eight digits .

    %&ossible entries for the reference point can be defined incustomi+ing.

    %'eference points in the "#$ )omponents and the network activitiesmust be defined.

    %The "#$ &, Interface must be started -after changing the "#$

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    %"#$ )omponents are assigned to activities in this process.

    %&urchase requisitions and reservations are created for the assignedcomponents if 'eservation/&urchase 'eq. indicator is activated.

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    material that you allocate to activities in a network can be kept in various stocks.epending on your proect, you can access different types of stock for materials

    planning2

    'ales order stock and proect stock are important for controlling purposes (for monitoring

    the stock value in a sales order or proect) and from an *: point of view (the stocks

    are reserved for the sales order item or %&' element; other stock elements cannot

    access them).

    The various stock types are managed for each material component using the account

    assignment category. You define the account assignment category when you assign the

    material to the network activity (popup in manual assignment, strategies in &$*6'

    interface and standard network).

    The possible account assignment categories depend on the assignment of the network

    activity to a stock obect (%&' element or sales order item), on the item category for

    the assignment (direct procurement for non6stock items) on the material master, which

    can exclude collective or specialist stock management.

    s of :elease 5.7, you can use *: elements (grouping) to manage a oint proect

    stock for an entire proect or for several proects (this is a rougher method than managing

    stock per individual %&' element).

    You maintain the account assignment categories possible for network purchase

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    re+uisitions in customi=ing.

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    !nstead of managing the material either in a plant stock or for each individual %&'

    element and having no control at all over procurement or being fully responsible we

    can go for re+uirement grouping. Through re+uirement grouping we can determine

    the degree of control ourselves.

    rere+uisites for using re+uirement grouping 2

    >aluated group stock

    -rouping %&' elements

    *: -roups that allow re+uirement grouping

    ssigned components should have periodic lot si=es.

    The most basic scenario involves grouping the re+uirement of all the %&'

    elements in the proect into one %&' element.

    $r we can create proects which are only meant for grouping re+uirement of otherproects.

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    >aluated proect stock must be allowed in the proect definition control data.

    %ith the exception of automatic re+uirement grouping *: element indicator

    must be set for %&' elements.

    *: groups involved in re+uirement grouping must be determined in customi=ing

    for the %&'.

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    !t is common in engineering proects for critical components with long and unreliable

    delivery times to be purchased at an early stage in the proect much before the

    proect activities in which the components will be used are specified. dvance

    procurement process is used in such situations.

    dvance procurement can only be used when you are using sales order or proect

    stock .

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    Order Categories and order types

    ocuments are used to enter business transactions in the :" 'ystem. $rders are

    one type of business transaction. $rders are determined by their order category.

    The network is an order category. $rder types are prescribed by the system for the

    relevant applications.

    You can define your own order types within an order category. The order type

    describes how the order is controlled.

    Customi=ing includes two tables, one for the order type and another for the

    order typeplant combination.

    The order category is used to control2

    3. 1umber assignment

    A. efault value settings

    ". 0ser6specific status management

    5. 0ser6specific field control!n the case of networks, order typesplants can be header6assigned or activity6

    assigned. 1ormally, activity6assigned networks are used, where costs are gathered

    in each activity. Beader6assigned networks are only significant for the assignment of

    networks to sales orders (without %&').

    Project Assignment of orders

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    You can assign various ' orders to a proect; examples include internal orders,

    production orders, and plant maintenance orders. You can then use the proect

    hierarchy reports to evaluate these assigned orders with the %&' element.

    ach order is a cost obect with its own costing parameters such as planned costingvariant, actual costing variant, and overhead sheet. The planned costs of assigned

    orders are used to determine the planned costs of the proect.

    You assign orders to the proect either by assigning a %&' element to the order

    header or by assigning the order to a network and activity as a subnetwork. !f the

    assignment is re+uired only for cost control and analysis, you need to assign order to

    the relevant %&' element. !f the assignment is re+uired both for scheduling and

    cost control, you need to assign the order as a subnetwork. The %&' element is

    derived from the network activity. 1ote that production orders cannot be assigned as

    subnetworks.

    ocuments are used to enter business transactions in the :"

    'ystem. $rders are one type of business transaction.

    $rders are determined by their order category.

    The network is an order category. $rder types are prescribed by the system for the

    relevant applications.

    You can define your own order types within an order category. The order type

    describes how the order is controlled.

    Customi=ing includes two tables, one for the order type and another for the

    order typeplant combination.

    The order type is used to control2

    1umber assignment

    efault value settings

    0ser6specific status management 0ser6

    specific field control

    lant and order type parameters are used to control2

    !f the network is activity6 or header6assigned

    lanned and actual costing variants

    The settlement rule strategy

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    You can use the DappendedD indicator to specify, per order category, whether an

    order is appended 6 that is, whether the planned values for the order are included

    in the planned value of the corresponding %&' element2

    3. !f the DappendedD indicator is set, the order planned value increases the

    %&' element planned value. The information system shows the total

    as the proect plan. %hen cost planning is taken over as the budget,

    the values from appended orders also contribute to the budget.

    A. !f the DappendedD indicator is not set, the order planned value is not

    added to the %&' planned value. !n budgeting, the plan total for such

    orders must be added manually so that these orders can use funds

    later.

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    You can use the DappendedD indicator to specify, per order category, whether an

    order is appended 6 that is, whether the planned values for the order are included

    in the planned value of the corresponding %&' element2

    $nce released, all orders are apportioned 6 this means that their plan, commitment,

    and actual values are funds assignments against the funds in the proect. The

    order value table contains an indicator which you can use to make orders

    DapportionedD earlier, at the DcreatedD stage.

    You can set appended and apportioned indicator based on the order category,order

    type, and controlling area

    n exception to apportionment at release is in the case of networks for preliminary

    planning.!n roect 'ystem customi=ing,you can specify network types to be used

    for preliminary planning.reliminary planning networks are never apportioned.Their

    related plan values do no increase the assigned value for the relevant %&'element

    !n the case of networks (order category A#), you can use the network type

    parameters to determine whether the network is2

    Beader6assigned or activity6assigned 6 that is, whether costs are managed in

    the network activities or collected in the header

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    preliminary planning network whose plan, commitment, and actual values

    are not apportioned 6 meaning that they do not appear as assigned values

    in the proect.

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    Header-Assigned Networks

    !n a Beader6assigned networks all the costs (activity and material) are assigned at

    network header level

    fter assignment of network header to a %&' element, ll costs are transferred to

    %&' element. ssignment of activities to %&' elements is only to summari=e thedates

    %e you have to use header6assigned networks to assign networks to sales order in

    case sales order are not assigned to proects as no assignments can be made to a

    sales order item in the network activity.

    Activity-Assigned Networks

    Costs are collected on activities in case activites are used as account assigned

    obects.lantnetwork type parameters deines the condition if the network header

    or network activities are to be used as cost obects.

    ctivity6 assigned networks are usually used when activities are assigned to various

    %&' elements.Bere every activity in the network is an account assignment obect.

    %hich implies we can analy=e planned costs, commitments and actual costs

    for each activity.

    The costs are aggregated and displayed for the %&' elements to which

    the activities are assigned.

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    ctivity account assignment is a special feature of networks. ll other order types are

    header6assigned. ctivity account assignment is controlled via the appropriate

    indicator in the table Darameters for network typeD.

    Beader assigned networks should be used when networks are assigned to salesorders without %&'.Beader assigned networks can also be used when the

    enitre network is assigned to a single %&' element

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    ' document item assignment is controlled via the account assignment category.

    The account assignment category is controlled via ' re+uirements type

    determination.

    !mportant factors that affect account assignment are the strategy group, the *:

    type and item category group from the material master of the product as well as

    the document type of the ' document.

    The system defaults the item category when you create an order. You can accept

    the default or overwrite it. ermitted item categories are defined in Customi=ing.

    The permitted planning strategies are assigned to the material using the planning

    strategy group. This is necessary so that you can find the correct re+uirements type

    in independent re+uirements management and sales order management.

    The default re+uirements type is the main strategy in the planning strategy group.

    !f no planning strategy group is defined in the material master, the system uses the

    item category group (sales and distribution screen in the material master) and, if

    necessary, the *: characteristic to search for the re+uirements type for the salesorder.

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    The account assignment category determines the C$ obect to which document

    +uantities and values are assigned. You use it to determine the following2

    0sing the special stock indicator (''! above), that goods movements in /ogistics use

    plant stock, sales order stock or proect stock.

    0sing the consumption posting indicator (Cons. above), the C$ obect to which the

    values of a material document are assigned.

    'ettings2

    8 E Collective stock, consumption posting to the consumer (order, activity)

    The account assignment category is important for procuring components directly.

    E Fuantities and values managed in the sales order item

    This account assignment category is important for make6to6order production without

    %&'.

    E Fuantities managed using sales order item, values managed in proects

    This account assignment category is important for non6valuated proect

    stock, with %&' and sales order item

    F E Fuantities and values managed in proects

    This account assignment category is important for proect stock

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    - E lant stock, values managed using proect

    This account assignment category is important for sales order items sold

    from plant stock, with

    value posting to the proect. !t differs from account assignment category D8D in

    the field control

    of the account assignment block.

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    ctivity6&ased Costing offers a facility for allocating and distributing the overhead to its cause.

    ctivity6&ased Costing provides useful information on2

    $verheads reduction by process improvement

    rofitability increase by highlighting unprofitable products or customers

    ctivity6&ased Costing is advantageous for having2

    G Transparent overheadsG arallel +uantity and value flows

    G recise assignment of internal activities to consumer

    Heanut butter effectD can be avoided through even distribution of overheads among all

    the cost drivers.

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    !n ctivity6&ased Costing, processes are the controlling obects. rices can be either

    maintained manually or using activity and cost input planning in the case of cost

    centers and activity types. Through activity based costing, processes are debited to

    cost obects or profitability segments.

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    Templates are created in ICustomi=ingJ and determined by controlling area, costing sheet,overhead key and template environment (for networks 4 ##5; for %&' 4 ##7) for the

    function. !n the roect 'ystem, templates can be assigned to %&' elements, networks

    (header assigned), or network activities. rocess costs are allocated to cost obects or

    profitability segments by assigning a process template. rocess costs are calculated based

    on the templates selected for the proect.

    fter template selection, the calculation program

    determines the following

    rocesses in the template relevant for the

    proect

    G Fuantity of each process consumed by

    the9

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    proect

    Calculated value to be added to the

    proect at the start, end or continuously

    The price for the process and the allocation cost element are determined by

    entering one process per line in the process template. *ulti6level processes can be

    mapped by referencing another process template in the working template.

    The +uantity used by the cost obect is determined using the cost driver. This enables

    the allocation of the relevant values to all the levels in the process hierarchy as far

    as cost obects or profitability segments.

    Cost drivers can originate from many different sources in the :" 'ystem or external

    systems. xamples 2 weight (material master), number of components, activities of a

    particular category, work center (network), number of sales orders for market

    segment (/!') etc. The +uantities determined by the cost driver are multiplied by the

    price of the process. The resulting value is charged to the cost obect (in the

    example, the %&' or networkactivity), and the process is credited.

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    ctual prices for activity types and business processes are calculated in $verhead

    cost controlling at the end of the period.

    ctual prices E ctual costs Fuantities consumed

    The possibility of revaluation at actual prices and its specification for each

    activity type are controlled in Customi=ing in the parameters for the actual

    version depending on the fiscal year.

    The difference between the actual price and the originally allocated price is

    charged to the cost obects.

    :evaluation at actual prices for activities and business processes can be done

    in the roect 'ystem and in the Cost $bect Controlling.

    :evaluation at actual prices using an activity type is illustrated in the example given

    in the slide

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    $verheads calculation is used to allocate overhead costs to cost obects such as activities

    and %&' elements. Calculations are done based on the Costing sheet entered in

    the cost obect and the overhead key entered on the %&' element,network header or network activity. $verheads can be calculated for

    planned, commitment and actual values. $verhead calculations are

    done using the +uantity based or percentage allocation rates.

    The following postings get generated through overheads allocation2

    ebits to cost obect (%&' element, 1etwork header or1etwork activity )

    Credits to cost center ( overhead order or process )

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    $verhead costs are updated using the secondary cost elements

    in the costing sheet credit rows and these can be simulated also.

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    Costing sheet is derived by means of the costing variant from the Darameters for

    1etwork TypeD table, in the case of networks. The costing sheet and the overhead key

    can be changed in the network header.

    The costing sheets to be used in the activities are made a default through this.

    8or %&' elements, the costing sheet is derived directly from the proect profile. !n

    the case of asy Cost lanning and the unit costing for %&' elements, the cost

    planning draws on a costing sheet for a costing variant which is assigned to the

    proect profile through the planning profile.

    $verhead keys for activities are inherited from their respective %&' elements.

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    $verheads are calculated using a costing sheet.

    The overhead surcharge can either be a percentage if it is value driven or an absolute value

    of measure if it is +uantity driven. The overhead is calculated against a base which is defined

    by the cost elements. Cost elements or cost element areas are collected in base lines.

    8actors such as Controlling area, company code, plant, overhead group, network type, time

    period and plan versus actual determine the overhead rate applied. $verhead key assigned

    to the cost obect decides the determination of overhead group in customi=ing. Thus a single

    costing sheet with flexible rates can be made use of different organi=ational units or

    individual activities.

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    networksactivities.

    s part of the network costing, the system automatically determines planned

    costs when you plan dates and resources for the following obects2

    a. 8or internally processed activities2 activity inputs

    b. 8or externally processed activities K service activities2 rimary costs

    c. 8or genreal costs activities2 primary costs

    d. *aterial componenets2 primeary costs.

    You can use planning templates to create +uantity structures for asy Cost

    lanning.

    You can enter +uantities and prices in the template, or regulate activation using

    formulas or conditions.

    You can use characteristics assigned to the planning template as variables for the

    formulasconditions. The characteristics are valued by the user when theplanning templates are copied into asy Cost lanning.

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    0nit costing is done to calculate cost plan per %&' element. Bere we use

    planned +uantities instead of cost.

    !t is not period dependent

    t cost element level, plan values are displayed

    !nput information related to sources of supply, +uantities and prices mark the useof unit costing to generate cost plan per %&' element

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    Structure Oriented Planning

    'implest type of planning is structure based planning. lan values are displayed

    in hierarchy

    The total cost planned is aggregate

    !t is neither by cost element nor is period specific

    >arious views are used to display the different values in structure6oriented

    planning

    lanned total >iew6this shows total aggregate at superior %&' element (/evel

    3 %&' element)

    The distributable or distributed view6This view is used to check distribution of

    budget among child %&' element

    Cumulative or remainder view6This view is used to check distribution of budget

    across years

    $rdernetwork view6This displays the planned cost od appended ordersnetworksassigned to %&' element

    Cost Element Planning/Activity Input Planning:

    %hen more detailed information is re+uired, cost element planning is done. !t

    is independent of proect scheduling

    *anual reschedule of cost planning becomes mandatory if a proect or

    individual

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    package schedule is changed

    This planning is adopted if precise information is available as it becomes sure not

    to reschedulepostpone the proect

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    The plan profile is used to control overall costrevenue planning. !t contains costing variants

    for the unit costing or asy Cost lanning.

    !t also contains indicators for updating revenue plan values via customer +uotations or sales

    orders.

    You assign the plan profile to the proect by way of the proect profile. You can change it in the

    proect definition.

    Costs and revenues can be planned in different C$ plan versions.

    You either specify the plan version during planning or, if you are using asy Cost lanning,

    you assign it to the controlling area.

    lanning layouts are used to plan costs, revenues, payments, and statistical key figures.

    You can use the :eport ainter to create the layouts and can assign them to planner profiles.

    0sers can choose planner profiles and assign them to the user master record.

    lanning profile2 0se transaction $'&

    The lanning profile contains the settings related to planning. !t control overall

    costrevenue planning. lanning profile is assigned to proect using proect profile. Costing

    variant are

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    relevant if we are using unit costing and easy cost planning

    C$ plan version is re+uired to be specified if we are using easy cost planning.

    lanner profile and planning layouts are specific to use of detailing planning

    using Hcost elementactivity inputL

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    lanning profile is contains the settings for overall planning, detailed planning

    and unit costing

    etails for each field can be checked using

    83 !mportant field details are as2

    Total >alue2 efines overall planning without any reference to fiscal year

    nnual lanning2 efines overall planning with reference to fiscal year

    &ottom up lanning2 $verall planning values are extrapolated after saving

    xchange rate type2 etermines which exchange rate is to be used for currency

    conversion of overall values

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    Transaction $MMT to edit costing and valuation variant

    Costing variant is mostly used for unit costing ,easy cost planning and also used for

    costing networks. The field costing type determines for which %&' element

    (costing obect) costing is done

    >aluation variant determines the prices and rates. !n the above mentioned slide,system will first check for Hlanned price 3L if it fails, system will check for Hstandard

    priceL and again if it fails it will check for Hmoving average priceL from material

    master. !f system now fails, it will trigger an error message during cost determination

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    !nternally-processed activities

    !f no distribution key or work center is maintained in the activity, the costs are distributed

    evenly over the earliest dates in the activity. >aluation is at the rate in the valuation variant.

    epending on the strategy being used, the system can determine the most current date.

    valuation is determined by the rate maintained in the valuation variant. &ased on the

    strategy adopted, system determines the latest date. !f no work centerdistribution key is

    maintained, the system distributes the cost evenly over the earliest dates.

    Costs activity

    Case 32!nvoice plan maintained2the values in periods are as per the values mentioned

    in invoicing plan

    Case A2!nvoicing plan not maintained and distribution key maintained2The activity value

    is

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    assignment categories -, and F. These differ from each other in the way that they

    manage +uantities.

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    *ethods for plan revenue in a proect are2

    a. *anual revenue planning2 this can be based on structure or revenue element

    where the later is a cost element and period based.

    b. ' billing plan2 this is cost element and period based planning.

    c. ' document2 this is part of integration with ' module where sales order itemor +uotation items are used as revenue planning. This kind of planning is cost

    element and period based.

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    :evenues can be planned in proects using the following methods2

    *anual planning in billing elements in the proect structure.

    This type of planning can follow the same procedure as cost planning, or can be by

    revenue element.

    'ales orders (all ' documents assigned).

    'ales order items are assigned to %&' elements. !n Customi=ing, you can stipulate, for a

    combination of sales document category (+uotation, order, and so on), sales

    document type, controlling area, and system status, whether the billing data (for

    example, in a billing plan) from a sales order should update the revenue plan for an

    assigned %&' element. The dates and planned revenues concerned originate eitherfrom the billing plan for the sales order items or (if there is no billing plan) from the

    net value and apportionment data for the item. The revenue element originates from

    -/ account determination in '.

    &illing plan in proect billing elements.

    The revenue element is defined in Customi=ing.

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    There are different ways of creating billing plans2

    *anually

    &y copying a reference billing plan

    !n ' and ', reference billing plans can be

    called upon automatically

    &y copying billing milestones from work

    breakdown structures or networks

    &y copying billing milestones automatically from

    the network in assembly processing

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    !n the ' document, you can define a detailed billing plan with a number of billing dates

    instead of ust a single billing date. billing plan is a schedule containing individual billing

    data for a particular sales document.

    *ilestone billing is widely used in proects (for example, construction proects).

    !f you use milestone billing, the total value to be billed is apportioned to the individual dates

    in the billing plan per defined rules.

    &illing plan dates can be blocked for billing

    You can set billing blocks manually or remove them by activating billing milestones.

    s of :elease 5.#, billing plans can also be entered for billing elements in proects. 'uch

    billing plans can, if re+uired, be copied to the sales order later (make sure you delete

    any existing billing plan in the billing element; if you do not, the planned revenues will be

    determined via the ' billing plan and not the ' billing plan).

    billing plan can contain down payment dates. These dates affect payment, but not

    revenue.

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    The term DVersion" is used in the proect system in different contexts. ifferent

    types of versions include simulation versions, proect versions and C$ planning

    versions are available in ' roect 'ystem which are discussed below.

    roect versions, are snapshots of a proect at a specific point in time, and are

    used for documenting the progress of a proect over time. &oth +uantities and

    values are stored in versions and it can be created either manually, or

    automatically when a status changes. !n the case of status change, the proect

    profile contains a reference to a version profile which specifies the name of

    the proect version to be created when a particular user or system status is

    set.

    'imulation versions2 !n the roect 'ystem, these are versions that you can

    change. You might, for example, create simulation versions in the following

    situations2

    !n the +uotation phase2 generally speaking, at this stage there is not yet

    an operative proect.

    To draw up alternative planning scenarios for existing operative proects

    or parts of these.

    C$ plan versions are used to plan revenues and costs. You can copy values

    from one version to another. You can change planned values manually in every

    version and cost values are retained.

    ?

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    'imulation versions are used to draw up alternative Dwhat ifOD planning

    scenarios. They are created manually, can be changed, and, if necessary,

    deleted again which is unlike released operative %&'s with activities.

    'imulation versions are useful during the +uotation phase of a proect

    and possible to plan several simulation versions.

    You can create simulation versions even at the time of execution of proect,

    where you can copy from operative to simulation versions, compare, analy=e

    and work with other versions and transfer them back to the operative

    proect.

    %hen an operative proect is copied to a simulation version or vice versa, a

    log file is created which contains the obects that were transferred and any

    error messages that were issued in the process.

    'imulation versions can be created either for an entire %&', or for

    sub6 hierarchies of a %&'.

    'imulation versions are edited in the proect planning board or in proectplanning board from ' :" 5.9C release.

    The system performs the test run while transfer to check if the operative

    or simulation version can be transferred.

    *ultiple 'imulation version can be created, compared and evaluated.

    ?

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    'imulation customi=ation consists of two steps2

    3. >ersion keys2 one should work with permissible version keys since these cannot

    be deleted once simulations has been created.

    A. 'imulation profile2 This determines which all obects will be copied while creating

    simulations (in addition to the structure information) from simulation tooperative (and vice versa). !f there are no simulation profile, all the texts will be

    copied. The simulation profile will be defaulted in the proect due to assignment

    in proect profile.

    Pust like proect version, simulation versions can be compared with each other in

    information system, whereas the cost element report does not support the

    simulation versions. 0nlike operative proects, simulation versions cannot be

    changed in structure info system.

    ?

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    %hen you transfer data from operative proects to simulation versions (or

    vice versa), the following obects are copied2

    %ork breakdown structure

    1etwork with activities, activity elements, relationships, and

    subnetworks *ilestones

    *aterials for the activity

    ocuments, ' texts and long texts (depending on the simulation profile

    used)

    Capacity re+uirements

    !nvoicing plan for the network, and billing plan for the %&' element

    (as of :elease 5.7)

    The following obects are not copied2

    $ther orders (e.g. no production orders)

    roduction resourcestools

    ?

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    roect versions enable you to record a snapshot of a proect at a specific

    moment in time 6 this can be used for future comparison with the

    operative proect.

    You can create a proect version automatically (i.e. triggered by a system or user

    status).

    You can also create a proect version manually2

    %hile changing the %&'

    %hile changing the network

    !n the 'tructureates information system for one or more proects

    ata transfer when >ersion profile settings are used while using these transactions2

    3. 'tatus dependent proect versions.

    A. TC network maintenance C1AA or %&' element maintenance CP#A

    ata transfer which is !ndependent of version profile and dependent on

    database profile2

    ". TC C1

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    The version profile is maintained in the ' customi=ation and assigned to

    roect profile or network profile.

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    You use a version profile to define two different kinds of information. 8irst, you

    specify which version is created automatically when a specific system status or

    user status is set. 'econd, you specify which data is to be written to the

    versions that are created automatically.

    You need to define a version profile, if you wish to have versions created

    automatically, or if you wish to generate versions directly when editing the %&'

    or networks.

    You do not need to define a version profile, if you wish to generate versions

    manually from the 'tructureates information system.

    The version profile is entered in the proect profile and network profile.

    ?

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    roect planning board is a tool in ' ' which helps and enable you to

    process edit the entire proect structure which are %&' element, activities,

    relationships, milestones, material components, ' texts, documents and

    assigned obects to them.

    !t is similar to -antt chart based on interactive ' environment.

    This comprises of hierarchy structure of your proect and the corresponding

    date situation.

    You can custom made the display in proect planning board to suite your

    re+uirement.

    roect planning board can also be useful for planning dates and resources

    i.e. work, external processing, for planning costs using activities.

    ?

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    roect planning board profile contains default values for the appearance

    of planning board.

    The settings in this proect planning board profile is valid for both, simulation

    versions and operative proects.

    The graphical display can be changed and adapt as per user needs inthe planning board and customi=ation using proect planning board

    assistant.

    ?

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    roect planning board is a graphical interface based on -antt chart which can

    be used for creating and maintaining data like proect definition, %&' element,

    activities, relationships, milestones, documents and ' texts.

    0seful for 'cheduling and monitoring.

    You can view date view, and other overviews of proect at the bottom of -anttchart like capacity overview.

    You can view logs, hierarchal graphic of %&' element and 1etworks and

    network activities.

    This is the only transaction where we can change simulation versions for

    releases earlier than ' :"5.9C, i.e. create of change of %&' elements

    in simulation version based on the user specific options.

    The entire period in the proect planning board screen is called as valuation

    period which consists of re6evaluation period, lanning period and ost6

    evaluation period. These are defined by time settings and determined by "

    profiles which are created in customi=ing and assigned to proect planning boardprofile.

    ?

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    ssembly processing will be helpful while one is planning and producing or

    servicing same product for several times with similar constellations. %hich means

    the basic structure will be same while data like duration, dates, +uantities etc. will be

    changing. !n assembling processing, a network and %&' element K roect (if

    re+uired) is automatically created based on the customi=ation, while a sales

    document is created and saved. The proect number is derived from 'alesdocument and this process generates assignment between sales document K

    proect. This incurs that the same information will be shared by sales and proect

    team. !f the data is changed in roect will update 'ales document (and vice versa)

    which helps in delays and disagreement between sales and proect department.

    rocess flow2

    !f a sales order is created for a material which has strategy group for assembly

    processing has been assigned, the assembly processing will start.

    The *: processing is omitted in the assembly processing and creates a operativeorder (network in case of ') directly from sales order.

    ssembly processing is carried out statically in ' which means only one network

    for one sales document item.

    &ased on the customer re+uirements date, backward scheduling is carried out and

    availability check is done for re+uired material components. %hich enables to

    inform customer about feasibility of re+uired date or else system will propose new

    date.

    @

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    lso, the calculated cost will be transferred from network the sales order.

    %hile saving the sales document, %&' element structure K proect definition will

    be created which is identified by sales order number.

    'ince the sales document and the proect is directly connected, any changes

    one obect will update reflect in other automatically.

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    The re+uirement class which is assigned with the sales order while creating it will

    start assembly processing, one assembly order automatically created by system

    and start assembly processing in the back ground. &y this method *: is ignored

    and an operational order created directly from 'ales $rder.

    &elow is the list of ssembly order which can be created26

    1etwork, roduction $rder, planned order, lant maintenance or 'ervice order and

    rocess $rder.

    ssembly rocessing contains all the date of 'ales order and assembly order. 'o

    if there is any change done later to any document it will reflects in both document.

    @

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