CA500_CA-TS_Cross Application Time Sheet
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CA500 CATS: Cross-Application Time Sheet
THE BEST-RUN BUSINESSES RUN SAP
© SAP AG 2005
CA500CATS: Cross-Application Time Sheet
SAP ERP Central Component
Release 5.0A
Q2/05
50074206
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SAP AG 2005
Copyright 2005 SAP AG. All rights reserved.
No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP AG. The information contained herein may be changed without prior notice.
Copyright
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Course Prerequisites
An introductory course from one of the target components:Human Resources
Controlling
Project System
Plant Maintenance
Customer Service
External Services Management
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Target Group
ParticipantsIT project team
Consultants
Time administrators
Duration: 2 days
Notes to the user
The training materials are not teach-yourself programs. They complement the course instructor's explanations. On the sheets, there is space for you to write down additional information.
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© SAP AG CA500 1-1
SAP AG 1999
Course Overview
Course goals
Course objectives
Course content
Course overview diagram
Main business scenario
Contents
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© SAP AG CA500 1-2
SAP AG 1999
Course Goals
This course will prepare you to:
Use the functions of the Cross-Application Time Sheet
Configure the Cross-Application Time Sheet
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Course Objectives
At the conclusion of this course, you will be able to:
Describe what the Cross-Application Time Sheet can be used for
Work with the Cross-Application Time Sheet
Configure the Cross-Application Time Sheet
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© SAP AG CA500 1-4
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Course Content
Course OverviewIntroduction to the Cross-Application Time SheetMini Master for CATSConfiguration of the Data Entry ProfileWorking with the Cross-Application Time SheetTransferring Time DataCost Determination and Cost AssignmentCATS Information SystemAssigning Authorizations
Preface
Appendix
Unit 1
Unit 2
Unit 3
Unit 4
Unit 5
Unit 6
Unit 7
Unit 8
Unit 9
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Course Overview Diagram
Course Overview
Introduction to the Cross-Application Time Sheet
Mini Master for CATS
Configuration of the Data Entry Profile
Working with the Cross-Application Time Sheet
Cost Determination and Cost Assignment
CATS Information System
Assigning Authorizations
Transferring the Time Data
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Main Business Scenario (1)
The ‘Fine Belgian Chocolates’ company manufactures an assortment of chocolates in your production department.
The company's project department is responsible for a range of internal and external projects.
It consists of the plant maintenance department, which is responsible for repairs and maintenance work within the company.
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Main Business Scenario (2)
The project department is responsible for planning and maintaining a freight elevator. The department does this using the Project System (PS) component.
The plant maintenance department must repair the pump of a production machine. It implements the Plant Maintenance (PM) component for this purpose.
Employees from both departments work on these activities.
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Main Business Scenario (3)
The employees' working times are processed in the Human Resources (HR) component, to ensure that the employees are paid for their work.
The company uses the Controlling (CO) component to manage internal activity allocations.
An external contractor carries out cleaning work in the company. The company implements the External Services Management component (MM-SRV) to process the working times of external contractors.
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Main Business Scenario (4)
The chocolate manufacturer "Fine Belgian Chocolates" is implementing the Cross-Application Time Sheet to record working time data.
You are involved in the implementation of the Cross-Application Time Sheet.
You implement the relevant areas in Customizing and test the effects on the end user's side.
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© SAP AG CA500 2-1
SAP AG 1999
Introduction to the Cross-Application Time Sheet
CATS: Definition
CATS: Process flow
Overview of how time sheet data is used in thetarget components
Contents
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Introduction to the Cross-Application Time Sheet:Unit Objectives
At the conclusion of this unit, you will be able to
Describe what the Cross-Application Time Sheetis and what it is used for
Explain the four steps within theCross-Application Time Sheet process flow
List the target components for which you canimplement the Cross-Application Time Sheet
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Introduction to the Cross-Application Time Sheet:Business Scenario
You want to record time data for variouscomponents on one central screen
You want general information on theCross-Application Time Sheet
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Course Overview Diagram
Course Overview
Introduction to the Cross-Application Time Sheet
Mini Master for CATS
Configuration of the Data Entry Profile
Working with the Cross-Application Time Sheet
Cost Determination and Cost Assignment
CATS Information System
Assigning Authorizations
Transferring the Time Data
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CATS: Cross-Application Time Sheet
Working hours
Working hours
PSPS
PMPM
CSCSCOCO
MMMM
TransferTransferCATSCATS
COCOMMMM
HRPMPM
PSPSCSCS
Attendances/Absences
EE Rem. Info
Confirmation of operations
Internal activity
allocation External services
HR
DEUTSCHEMARK
DEUTSCHEMARK
DEUTSCHEMARK
DEUTSCHEMARK
The Cross-Application Time Sheet is a cross-application tool used to record individual persons' working times and other data in a central worksheet.
You can use data entry profiles to format the layout of the time sheet to suit your needs. Working times may be relevant to more than one target component simultaneously. Reports transfer the released and/or approved data to one or more target components.
You can use the Cross-Application Time Sheet to record times for, and transfer them to, the following target components: Controlling (CO): Internal activity allocation, statistical key figures Human Resources (HR): Attendances, absences, and employee remuneration information External Services (MM-SRV): Entry of services performed for external services Plant Maintenance (PM), Customer Service (CS), and Project System (PS): Confirmations for orders or networks
Important note: Confirmations to Production Planning (PP) are not supported in the Cross-Application Time Sheet.
A number of different user interfaces are available for the Cross-Application Time Sheet. These comprise independent and enhancing user interfaces.
The independent user interfaces are: - CATS classic - CATS regular (Internet Application Component, ESS application in a Web browser) - CATS for service providers - CATS notebook (mobile offline solution for laptops, based on Mobile Engine technology)
The enhancing user interfaces are: - CATS instant (iView in the Enterprise Portal) - CATS phone (mobile online solution for WAP-enabled cellular phones)
The enhancing user interfaces enable your employees to record data quickly wherever they are. If you want to display or change data that you entered using an enhancing user interface, you can use one of the independent user interfaces.
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CATS: Prerequisites and Process Flow
CATS HRmini master
Data entry profile
Authorizations
Time data entry
Release
Approval
Transfer
HRHR
PSPSCOCO
PMPM CSCS MMMM
Cross-Application Time Sheet
To be able to use the Cross-Application Time Sheet, you must have
An HR mini master (personnel number and personal data for the employees whose times are recorded)
A data entry profile for recording employee time data
The necessary authorizations for working with the Cross-Application Time Sheet
The CATS process consists of the following four steps:
Entering data in the time sheet
Releasing the time data
Approving the time data
Transferring the time data to the target components
Note: You can carry out these four steps individually, or skip some of them. For example, time data can be released or approved automatically once you have entered it, without you having to carry out a separate step.
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Target Component: Project System
Operation1000
Operation1010
Work center2000
Work center2100
Cost center4290
Network Org. unitConstruction
Position Elect.Eng.
Position Mach.Eng.
Tom Walters
Tina Johnson
n:1
n:1
ATyp 1421
Sender
Operation1030
Receiver
ATyp 1421
ATyp 1420
PSPS HRCOCO
Confirming operations in networks
Operation1020
CATS time data
CATS time data
You can use the time sheet to carry out confirmations for networks, for example. When generating confirmations for networks, the system also triggers an activity allocation in Controlling.
A network is an instruction for carrying out tasks within a project in a particular way and in a defined time. Networks are used as a basis for planning, analyzing, describing, controlling and monitoring deadlines, costs and resources (personnel, machines, production resources/tools, materials).
A network contains operations for the individual activities within a project. For each operation, the expected duration, work and type of activity is planned - in days and hours. The actual hours worked are confirmed to the operations of a network.
An operation is assigned to a work center, which represents an organizational unit. Operations can be assigned to different work centers within one network.
The work center is assigned to a cost center. Several work centers can be assigned to the same cost center. Activity types are planned for cost centers. The activity types represent the activity performed within the cost centers. They are assigned to operations in networks, for example.
Note: Activity types can also be assigned to the work center.
Work centers can also be assigned to an organizational unit from Human Resources. Positions are assigned to an organizational unit. The positions are occupied by persons who normally perform the work.
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Target Component: Plant Maintenance and Customer Service
Operation0020
Cost center4220
Org. unitPlant
Maintenance
Position Electrician
Position Mechanic
Tina Winter
Mario Johnson
SenderReceiver
n:1
OrderATyp 1421
ATyp 1421
ATyp 1420
CATS time data
CATS time data
HeaderReference object Pump P-1000
Operation0010
Work centerMechanical
maintenance
HRPMPM COCO
Confirming operations in orders
You can use the Cross-Application Time Sheet to carry out confirmations for Plant Maintenance/Customer Service maintenance or service orders, for example. When generating confirmations, the system also triggers an activity allocation in Controlling.
A Plant Maintenance order plans the execution of maintenance tasks, tracks the progress of the work and allocates the costs for the maintenance task.
Operations are used to describe the individual activities that are required for an order. For each operation, the expected duration, work and type of activity is planned - in days and hours. The actual hours worked are confirmed to the operations of an order.
An operation is assigned to a work center. Operations can be assigned to different work centers within one order.
The work center is assigned to a cost center. Several work centers can be assigned to the same cost center. Activity types are planned for cost centers. The activity types represent the activity performed within the cost centers. They are assigned to operations in orders, for example.
Note: Activity types can also be assigned to the work center.
Work centers can also be assigned to an organizational unit from Human Resources. Positions are assigned to an organizational unit. The positions are occupied by persons who normally perform the work.
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Target Component: Controlling
Cost center4290
ATyp 1421
Receiver
Cost center4300
4 hours
€15 per hour
Network
WBS element
Sender
Internal order
Cost object
and so on
Internal activity allocations
CATS time data
CATS time data
COCOCOCO
Business process
You can use the Cross-Application Time Sheet to carry out internal activity allocations within Controlling, for example. This process allocates, for example, the activities performed between a sender cost center and a receiver cost center. The hours are valuated in Controlling using an activity type. The sender cost center is credited and the receiver cost center is debited.
The time sheet can also be used to carry out internal activity allocations to a work breakdown structure (WBS) element. The WBS element is an individual cost object. You can assign a network or an order to it. Aggregate costs can be posted as an internal activity allocation from a sender cost center to the WBS element.
You can also use the Time Sheet to record statistical key figures. These figures are transferred to Controlling, where they can be used for internal activity allocations and for analyses.
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Target Component: External Services Management
Service package
Outline
ActivitiesPrice estimationLimits
Purch.req. Purchase order
Itemswith prices
CATS time data
CATS time data
Service entry sheet Acceptance
Postingsto FI
MMMM
Service entry for external service providers
You can use the Cross-Application Time Sheet to transfer data to the service entry sheet in Materials Management.
A purchase requisition (from Plant Maintenance, for example) is used to draw up a purchase order. A service package with links to services, price estimates, value limits, and so on, is used.
Data for each item in a purchase order is recorded using a service number. This data appears in the Materials Management service entry sheet. The service entered in the Cross-Application Time Sheet is accepted in further order processing. The goods receipt of the service is posted in Materials Management (with corresponding postings in Financial Accounting).
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Target Component: Human Resources
4 hours
AttendanceAttendance
Further processing and valuation in Time Evaluation or Payroll
DEUTSCHEMARK
DEUTSCHEMARK
DEUTSCHEMARK
DEUTSCHEMARK
CATS time data
CATS time data
HRHR
Time data entry
AbsenceAbsence
EE remun.infoEE remun.info
You can use the Cross-Application Time Sheet to record and transfer time data as attendances, selected absences, and employee remuneration information for Human Resources.
The time data is then stored in the corresponding Time Management infotypes, where it can be accessed by Time Management and Payroll.
The Substitutions infotype (2003) cannot be supplied with time sheet data.
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Introduction to the Cross-Application Time Sheet:Summary
You can describe what the Cross-Application Time Sheet is and what it is used for
You can explain the four steps within the CATS process flow
You can list the target components that can be used with the Cross-Application Time Sheet
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SAP AG 1999
Mini Master for CATS
Creating an HR mini master for the Cross-Application Time Sheet
Time Sheet defaults
Infotypes required if HR is implemented
Contents
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Mini Master for CATS: Unit Objectives
At the conclusion of this unit, you will be able to
Explain the HR mini master required for the Cross-Application Time Sheet
Describe the Time Sheet Defaults infotype
List the infotypes required for CATS if HR Time Management is implemented
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Mini Master for CATS: Business Scenario
A mini master is required for all employees for whom you record person-related time data in the Cross-Application Time Sheet
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Course Overview Diagram
Course Overview
Introduction to the Cross-Application Time Sheet
Mini Master for CATS
Configuration of the Data Entry Profile
Working with the Cross-Application Time Sheet
Cost Determination and Cost Assignment
CATS Information System
Assigning Authorizations
Transferring the Time Data
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CATS Mini Master
Salaried employee
Engineer
in Production
Chris Miller10/10/59
Chicago
Personnel actionCATS (Mini master)
Default values
Sender cost center
Activity type...
You record person-related time data in the Cross-Application Time Sheet. Each employee must have a mini master. In it, each employee is identified by a personnel number unique to him or her. The mini master is stored in the Human Resources data entry screens, known as infotypes. Infotypes are data entry screens for storing employee data. Infotypes are classified logically according to content, and contain both optional and required fields. They are used for the Cross-Application Time Sheet even if Human Resources is not implemented.
The following HR infotypes are a minimum requirement for the CATS mini master:
Actions (0000) This infotype is used to enter initial data when an employee is hired.
Organizational Assignment (0001) This infotype contains information on the employee's position within the company's enterprise and personnel structure.
Personal Data (0002) This infotype contains employee data such as name, date and place of birth, and so on.
Planned Working Time (0007) This infotype contains an employee's work schedule outlining workdays and hours, including breaks. The daily hours can be used as default values in the Cross-Application Time Sheet.
You are also recommended to use the Time Sheet Defaults infotype (0315). This infotype stores data that is used for default values in the time sheet.
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Time Sheet Defaults
Personnel number
Sender information
From500100
07/01/1999 to 12/31/9999David Bertucci
Controlling area 1000Sender cost center 4290Activity type 1421Business process
CO EuropeProduction Elevators IWage hours
Supplementary information
PlantMaster activity type
External employees
VendorSending purch. orderSending PO itemService number
Required to record times in time sheet
Default values for the time sheet can be stored in the Time Sheet Defaults infotype (0315). These values are proposed in the time sheet to assist users entering data:
You can make various entries in the Time Sheet Defaults infotype:
Account assignments such as the sender cost center or the activity type are used in Logistics and Controlling.
The plant is used as a default value for Logistics.
Vendor, sending purchase order, sending purchase order item, and service number are used as default values for the External Services Management component (MM-SRV).
Note: While the use of the Time Sheet Defaults infotype is optional, it is strongly advised, since it considerably reduces the work involved in entering time sheet data.
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SAP AG 2003
Infotypes Required if HR is Implemented
EarlyNormalNight
Work schedule
How many days of leave?
Early shift?Late shift?Weekend off?
Attendances Absences EE Rem. Info.Attendances Absences EE Rem. Info.
Bonus for hazardous work?
The following are examples of infotypes used if the Human Resources component is implemented:
Planned Working Time (infotype 0007) This infotype contains an employee's work schedule with the exact description of his or her workdays, working hours, and breaks.
Absence Quotas (infotype 2006) or Leave Entitlement (infotype 0005) An employee's leave entitlement is stored in one of these infotypes. Note: If you still use infotype 0005, you are advised to convert to infotype 2006.
Absences (2001) Absences are used if an employee is off work for a full day or for some hours, for example, if an employee is sick or on leave.
Attendance Quotas (2007) Attendance quotas are used to grant employees overtime approvals for particular periods (days, hours, specific clock times).
Attendances (2002) Attendances are used to determine an employee's working hours on a certain day or over a particular period of time.
Employee Remuneration Information (2010) In this infotype, you can enter manually calculated wage amounts, bonuses, or other non-plannable wage types. These values are transferred to Payroll.
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© SAP AG CA500 3-8
SAP AG 1999
Personnel Actions: Mini Master
Time Sheet Defaults
Organizational Assignment
Personal Data
Personnel Actions
Personnel number
CATS (Mini master)
Hiring....
Create Actions
500100
An HR mini-master is required for all employees for whom you enter time data using CATS.
If you use the R/3 Human Resources component, it provides the employee data.
If you do not use R/3 Human Resources, you can use the personnel action CATS (Mini master) to enter initial employee data. If you use this action, you can create all the infotypes required for the mini master at the same time. The system leads you through the required screens.
The personnel actions can be accessed from the Administration menu within Personnel Management. Choose Personnel Actions to access the list of actions. The list contains the CATS (Mini master) personnel action.
If you want to carry out the personnel action to create the mini master, select the action by choosing Execute, fill out the required fields in the various entry screens (infotypes), and save your entries each time.
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© SAP AG CA500 3-9
SAP AG 1999
Mini Master for CATS: Summary
You can explain the HR mini master required for the Cross-Application Time Sheet
You can describe the Time Sheet Defaults infotype
You can list the infotypes required for CATS if HR Time Management is implemented
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© SAP AG CA500 3-10
Data Sheet: Mini Master for CATS
Overview of Data Used in the Exercises
This overview provides you with the data you need to complete the exercises. You should update the list with the data on the objects you create during the exercises.
Human Resources data:
Employee 1 Employee 2 Personnel number 500018## 500019## Organizational unit Project department CATS Plant maintenance CATS Time Sheet Defaults (infotype 0315):
Sender cost center 4290 4300 Activity type 1410 Plant 1300 1000 Vendor 1002 Sending purch. order Sending PO item Service number
Project System data:
• Network number: _____________
• Operations: 1010, 1030
Plant Maintenance data:
• Order number: _____________
• Operations: 0010, 0020
External Services Management data:
• Sending purchase order: ________________
• Sending PO item: ________
• Service number: ____________
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© SAP AG CA500 3-11
Data entry profiles:
Profile Description Pers. no. Fields CATS##1 Human Resources
and Project System (Group ##)
500018## Activity type, Attendance/absence type, Name employee/applicant, Network, Operation/activity, Personnel number, Sender cost center Optional: Fields for the worklist: Description, Network, and Operation/activity
CATS##2 Plant Maintenance (Group ##)
500019## Activity type, Final confirmation, Name employee/applicant, Operation/activity, Partial confirmation, Personnel number, Plant, Receiver order, Remaining work, Sender cost center, Short text, and Work center
CATS##3 Human Resources and Controlling (Group ##)
500019## Activity type, Attendance/absence type, Name employee/applicant, Personnel number, Receiver cost center, Sender cost center, and Wage type
CATS##4
External Services (Group ##)
500018## Name employee/applicant, Personnel number, Service number, Sending PO item, and Sending purchase order
CATS##5
HR/CO Actual Costs (Group ##)
500019## Attendance/absence type, Name employee/applicant, Operation/activity, Personnel number, Receiver order, and Sender cost center
CATS##6
Time Leveling (Group ##)
500018## 500019##
Attendance/absence type, Name employee/applicant, and Personnel number
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© SAP AG CA500 3-12
Data Used in the Exercises
Data in the exercises may vary according to the country Number ## Two-digit group number on your PC
Exercise: Hiring employee 500018##
Personnel number 500018## Personnel area/ Personnel subarea
1300 / 0001 Production
Employee group Active
Employee subgroup Salaried employee
Position Engineer ## (within the organizational unit Project department CATS)
Organizational unit Project department CATS (within the organizational unit Fine Belgian Chocolates)
Work schedule rule NORM
Time Sheet Defaults Controlling area 1000 Sender cost center 4290 Activity type Plant 1300 Quota type from Time Management
09 Leave
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© SAP AG CA500 3-13
Exercise: Creating a network in the Project System
Network profile Standard Elevator
Network type PS02
Plant 1300 MRP controller 101 Standard network E-1002
Exercise: Hiring employee 500019##
Personnel number 500019## Personnel area/ Personnel subarea
1000 / blank
Employee group Active
Employee subgroup Salaried employee
Position Technician## (within the organizational unit Plant maintenance CATS)
Organizational unit Plant Maintenance CATS within the Fine Belgian Chocolates organizational unit
Work schedule rule NORM
Time Sheet Defaults Controlling area 1000 Sender cost center 4300 Activity type 1410 Plant 1000 Quota type 09 Leave
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© SAP AG CA500 3-14
Exercise: Creating an order in Plant Maintenance
Order type PM01
Equipment P-1001-N001
Planning plant 1000 Business area 0001 Work center Mechanical maintenance
Task list group Group counter
PUMP_WTG 1
Exercise: Creating a purchase order in Materials Management for External Services
Vendor 1002 Order type Standard purchase order
Purchasing organization 1000 IDES Germany
Purchasing group Service provider
Account assignment category
Cost center
Item category Service
Plant 1300 Materials group 007 Services
Service number 100101 Cost center 4290
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Exercises
Unit: Mini Master for CATS Topic: Hiring an Employee and Preparing for Time Recording for the Target Components
• Hiring two employees
• Creating a network for the Project System
• Creating an order for Plant Maintenance
• Creating a purchase order for External Services
You must create a mini master for each employee whose time data is recorded in the Cross-Application Time Sheet.
1 Hiring employee 500018##
You will later enter time data for this employee for Human Resources, Project System, and External Services. Hire an employee with personnel number 500018## starting on the first day of the previous month.
The employee is part of the Active employee employee group and the Salaried employee employee subgroup. Your employee is assigned the position of Engineer## in the organizational unit Project department CATS for your group.
You are free to choose the name and other personal data.
The employee works according to the work schedule rule NORM.
For the default values for the time sheet, refer to the values listed for the sender cost center, activity type, and plant at the start of the exercises. Select Required to record times in time sheet.
The employee is entitled to leave. In the Absence Quotas infotype (2006), enter the quota type from the data list and a number of days of your choice.
Use the personnel action CATS (Mini master) to hire the employee. From the initial screen, choose Human Resources → Personnel Management → Administration → HR Master Data → Personnel Actions. Select the CATS (Mini master) action.
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© SAP AG CA500 3-16
2 Creating a network in the Project System
Create a network within the Project System to which you later transfer confirmations from the time sheet for the installation of the new freight elevator.
2-1 From the initial screen, choose Logistics → Project System → Project → Special Maintenance Functions → Network → Create
2-2 On the initial screen, fill the Network Profile, Network Type, MRP Controller, and Standard Network fields with the data provided at the start of the exercise.
2-3 In the next screen, give your network a name. Choose Enter and then release the network (choose Edit → Status→ Release) so that confirmations can be made for the network. Save the data.
Note: Write down the network number displayed in the message that appears. You will need it for a subsequent exercise.
3 Hiring employee 500019##
You will later enter time data for this employee for Human Resources, Plant Maintenance, and Controlling. Hire an employee with personnel number 500019## starting on the first day of the previous month.
The employee is part of the Active employee employee group and the Salaried employee employee subgroup. He or she is assigned the position of Technician## in the organizational unit Plant maintenance CATS for your group.
You are free to choose the name and other personal data.
The employee works according to the work schedule rule NORM.
For the default values for the time sheet, refer to the values listed for the sender cost center, activity type, and plant at the start of the exercises. Select Required to record times in time sheet.
The employee is entitled to leave. In the Absence Quotas infotype (2006), enter the quota type from the data list and a number of days of your choice.
Use the personnel action CATS (Mini master) to hire the employee. From the initial screen, choose Human Resources → Personnel Management → Administration → HR Master Data → Personnel Actions. Select the CATS (Mini master) action.
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© SAP AG CA500 3-17
4 Creating an order in Plant Maintenance
Create an order in Plant Maintenance, to which you later transfer confirmations from the Cross-Application Time Sheet for repairs to the pump.
4-1 From the initial screen, choose Logistics → Plant Maintenance → Maintenance Processing → Order → Create (General)
4-2 On the initial screen, fill the Order Type, Equipment, Planning Plant, and Business Area fields with the data provided at the start of the exercise.
4-3 In the screen that follows, enter a short text for the order. Assign the work center Mechanical maintenance as the main work center (refer to the list at the start of the exercise).
4-4 Assign the task list to the order (refer to the list at the start of the exercises). Choose Extras ? Task List Selection ? General Task Lists. Use the task list group and task list group counter from the list of data for the exercise.
Choose Enter.
Copy all operations for the work center and task list factor.
4-5 Put the order in process by choosing the Release icon (furthest to the left of the icon bar). Confirmations can now be made for the order. Save the data.
Note: Write down the order number displayed in the message that appears. You will need it for subsequent exercises.
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© SAP AG CA500 3-18
5 Creating a purchase order in Materials Management
Create a purchase order in Materials Management, for which you later transfer the working hours of external service providers.
5-1 From the initial screen, choose Logistics → Materials Management → Purchasing → Purchase Order → Create → Vendor/Supplying Plant Known. To complete the following steps, you require the list of data provided at the start of the exercise.
5-2 On the screen that appears, select the order type (in the field to the right of the shopping cart icon). Your purchase order is a standard purchase order. Enter the vendor in the relevant field.
5-3 In the Header section, select the Org.data tab and enter the purchasing organization and the purchasing group.
5-4 Choose Item overview. In the Item category column (I), select Service, and in the Account assignment category column (A), select Cost center. Enter a short text. The delivery date is the first workday of the following month. Scroll to the right of the table and enter the Plant. Choose Enter.
5-5 Choose Item details and select the Services tab. In the first row, enter the Service number and the Quantity, for example 100. Scroll to the right and in the same row enter the Cost center and the Material/service group.
5-6 Still in the Item details section, choose the Invoice tab and deselect the Auto field. You do not want to use evaluated receipt settlement.
5-7 Save the purchase order. Note: Write down the order number displayed in the message that appears. You will need it for subsequent exercises.
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© SAP AG CA500 3-19
6 Adding default values for external services for personnel number 500018##.
6-1 Change the Time Sheet Defaults infotype (0315) for employee 500018##. In the External employee section, add the external services data. Enter the following data:
• The Vendor that you used in the previous exercise
• The Sending purchase order that you created in the previous exercise
• The Sending purchase order 0010 (from the previous exercise)
• The Activity number
From the initial screen, choose Human Resources → Personnel Management → Administration → HR Master Data→ Personnel Actions and enter personnel number 500018## in the relevant field. Choose the personnel action CATS (Mini master).
6-2 Scroll forward until the Time Sheet Defaults infotype screen appears and change the default values. Save the data.
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© SAP AG CA500 3-20
Solutions
Unit: Mini Master for CATS Topic: Hiring an Employee and Preparing for Time Recording for the Target Components
1 Hiring employee 500018##
1-1 Use the personnel action CATS (Mini master) to hire the employee. From the initial screen, choose Human Resources → Personnel Management → Administration → HR Master Data → Personnel Actions. Select the CATS (Mini master) action.
1-2 In the Pers. no. field, enter personnel number 500018##. In the From field, enter the first day of the previous month. In the Position field, enter Engineer CATS ##. Use the structure search in the possible entries help to find the position. Choose the Fine Belgian Chocolates organizational unit and then Project department CATS to find Engineer CATS ##. Select the position by double-clicking on it. In the Personnel area field, enter the personnel area listed at the start of the exercises. In the Employee group and Employee subgroup fields, enter Active and Salaried employee respectively. Save your data.
1-3 In the Personal Data infotype (0002), enter a name, date of birth, and nationality of your choice. Save the data.
1-4 In the Organizational Assignment infotype (0001), enter the personnel subarea listed at the start of the exercises in the Personnel subarea field. Save the data.
1-5 In the Planned Working Time infotype (0007), enter the Work schedule rule NORM. Save the data.
1-6 In the Time Sheet Defaults infotype (0315), enter the Sender cost center, Activity type, and Plant listed at the start of the exercises. Save the data.
1-7 In the Absence Quotas infotype (2006), enter the quota type from the data list. Enter any number of days for the quota number. Save the data.
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© SAP AG CA500 3-21
2 Creating a network in the Project System
Create a network within the Project System to which you later transfer confirmations from the time sheet for the installation of the new freight elevator.
2-1 From the initial screen, choose Logistics → Project System → Project → Special Maintenance Functions → Network → Create
2-2 On the initial screen, fill the Network Profile, Network Type, MRP Controller, and Standard Network fields with the data provided at the start of the exercise.
2-3 In the next screen, give your network a name. Choose Enter and then release the network (choose Edit → Status→ Release) so that confirmations can be made for the network. Save the data.
Note: Write down the network number displayed in the message that appears. You will need it for subsequent exercises.
3 Hiring employee 500019##
3-1 Use the personnel action CATS (Mini master) to hire the employee. From the initial screen, choose Human Resources → Personnel Management → Administration → HR Master Data → Personnel Actions. Select the CATS (Mini master) action.
3-2 In the Pers. no. field, enter personnel number 500019##. In the From field, enter the first day of the previous month. In the Position field, enter Technician CATS ##. Use the structure search in the possible entries help to find the position. Choose the Fine Belgian Chocolates organizational unit and then Plant maintenance CATS to find Technician CATS ##. Select the position by double-clicking on it. In the Personnel area field, enter the personnel area listed at the start of the exercises. In the Employee group and Employee subgroup fields, enter Active and Salaried employee respectively. Save your data.
3-3 In the Personal Data infotype (0002), enter a name, date of birth, and nationality of your choice. Save the data.
3-4 In the Organizational Assignment infotype (0001), enter the personnel subarea listed at the start of the exercises in the Personnel subarea field. Save the data.
3-5 In the Planned Working Time infotype (0007), enter the Work schedule rule NORM. Save the data.
3-6 In the Time Sheet Defaults infotype (0315), enter the Sender cost center, Activity type, and Plant listed at the start of the exercises. Save the data.
3-7 In the Absence Quotas infotype (2006), enter the quota type from the data list. Enter any number of days for the quota number. Save the data.
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© SAP AG CA500 3-22
4 Creating an order in Plant Maintenance
Create an order in Plant Maintenance, to which you later transfer confirmations from the Cross-Application Time Sheet for repairs to the pump.
4-1 From the initial screen, choose Logistics → Plant Maintenance → Maintenance Processing → Order → Create (General)
4-2 On the initial screen, fill the Order type, Equipment, Planning plant, and Business area fields with the data provided at the start of the exercise.
4-3 In the screen that follows, enter a short text for the order. Assign the work center Mechanical maintenance (MECHANIK) as the main work center (refer to the list at the start of the exercise).
4-4 Choose Extras Task list selection General task lists and assign the task list group and task list group counter (from the exercise data list) to the order.
Choose Execute.
Copy all operations to the work center.
4-5 Put the order in process by choosing the Release icon (furthest to the left of the icon bar). Confirmations can now be made for the order. Save the data.
Note: Write down the order number displayed in the message that appears. You will need it for subsequent exercises.
5 Creating a purchase order in Materials Management
Create a purchase order in Materials Management, for which you later transfer the working hours of external service providers.
5-1 From the initial screen, choose Logistics → Materials Management → Purchasing → Purchase Order → Create → Vendor/Supplying Plant Known To complete the following steps, you require the list of data provided at the start of the exercise.
5-2 On the screen that appears, select the order type (in the field to the right of the shopping cart icon). Your purchase order is a standard purchase order. Enter the vendor in the relevant field.
5-3 In the Header section, select the Org.data tab and enter the purchasing organization and the purchasing group.
5-4 Choose Item overview. In the Item category column (I), select Service, and in the Account assignment category column (A), select Cost center. Enter a short text. The delivery date is the first workday of the following month. Scroll to the right of the table and enter the Plant. Choose Enter.
5-5 Choose Item details and select the Services tab. In the first row, enter the Service number and the Quantity, for example 100. Scroll to the right and in the same row enter the Cost center, the Material/service group, and the Gross price, for example, 100.
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5-6 Still in the Item details section, choose the Invoice tab and deselect the Auto field. You do not want to use evaluated receipt settlement.
5-7 Save the purchase order. Note: Write down the order number displayed in the message that appears. You will need it for subsequent exercises.
6 Adding default values for external services for personnel number 500018##.
6-1 Change the Time Sheet Defaults infotype (0315) for employee 500018##. In the External employee section, add the external services data. Enter the following data:
• The Vendor that you used in the previous exercise
• The Sending purchase order that you created in the previous exercise
• The Sending purchase order 0010 (from the previous exercise)
• The Activity number
6-2 From the initial screen, choose Human Resources → Personnel Management → Administration → HR Master Data → Personnel Actions. Enter personnel number 500018## in the relevant field. Choose the personnel action CATS (Mini master).
6-3 In the next screen, choose Execute info group and choose Next record (arrow icon) to scroll to the Time Sheet Defaults infotype (0315).
In the Vendor field, enter the vendor used in the purchase order. Enter the number of the purchase order in the Sending purch. order field. In the Sending PO item field, enter 0010. In the Service number field, enter the service number listed at the start of the exercises. Save the data.
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© SAP AG CA500 4-1
SAP AG 1999
Configuration of the Data Entry Profile
Structure of the data entry profile
Variants for the data entry process
Configuration of the data entry profile
Choosing the fields for the data entry profile
Contents
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Configuration of the Data Entry Profile: UnitObjectives
At the conclusion of this unit, you will be able to
Differentiate variants of the data entry process
Configure data entry profiles
Choose the fields for the data entry profile
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Configuration of the Data Entry Profile: Business Scenario
The company requires different data entry profiles for entering person-related time data in various areas
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© SAP AG CA500 4-4
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Course Overview Diagram
Course Overview
Introduction to the Cross-Application Time Sheet
Mini Master for CATS
Configuration of the Data Entry Profile
Working with the Cross-Application Time Sheet
Cost Determination and Cost Assignment
CATS Information System
Assigning Authorizations
Transferring the Time Data
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© SAP AG CA500 4-5
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Areas Controlled by the CATS Data Entry Profile
Target components
Data entry
Layout
FieldsEntry Process
To be able to enter time data in the Cross-Application Time Sheet, you must have a data entry profile. You can define different data entry profiles according to your requirements in Customizing for Cross-Application Components.
The data entry profile affects different areas:
It determines the data entry process for the time data that is entered using the profile
It determines the layout of the data entry screen when the profile is used to access the Cross-Application Time Sheet
It controls the target components to which the time data recorded using the profile can be transferred.
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© SAP AG CA500 4-6
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Steps for Configuring a Data Entry Profile
Hours / clock times1 person / several personsWeekly / daily / monthlyWorklist?. . .
Layout
HR + COPM/CS + COPS + HR. . .
Transfer
The data entry profile defines:
The CATS data entry process
The layout of the data entry screen
The field selection of a data entry profile defines:
The fields displayed
The target components to which data can be transferred
The settings for the time recording process and the data entry screen are made in the data entry profile. It requires two separate steps:
Customizing the data entry profile: Several options for controlling the data entry process, the time sheet layout, and the transfer to the target components are available. You can define how data is entered (on a daily, weekly or monthly basis, recording times as a number of hours or as clock times), the default values you want to use in the time sheet, whether particular times are highlighted, for example.
Field selection: You make the settings for controlling the transfer to the target components in the field selection. For example, you can select the fields that can be filled in the time sheet. The transfer to the target components takes place according to the fields that are filled.
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Time Recording in the Time Sheet: Variants
Enteryour own working times
(for one person)
Enter data forseveral persons
Release data usingthe release view
OR
Release dataon savingOR
Approvalrequired
ApprovalrequiredOR
No approval:rejection
Approvalgranted
CATS temp.interface
tables
Worklist?Cost center?Time administrator?...
SAP BusinessWorkflow
SAP BusinessWorkflow
E-mailRejection reason
You use the Cross-Application Time Sheet to enter data for one person or for several persons at the same time. The CATS data entry process generally consists of four steps. You may be able to skip some parts of it. You can use a workflow for the approval process.
In each data entry profile you specify whether you want to
Record times for individual employees or centrally for several employees
Release the time data on saving or using a separate step
Approve time data in a separate step or whether no approval is required
Transfer the data directly to Time Management in HR when you save it
Implement a workflow process for the approval step
Note: This means that the data entry process can vary greatly from one data entry profile to another.
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© SAP AG CA500 4-8
SAP AG 2003
Data Entry Profile: Data Entry and Target Component
Time Sheet: Data Entry View
Personnel numberData entry period
125406/08/98 - 06/14/98 Week 27/1998
Worklist
Network Operation Description Total Mon Tue Wed Thu Fri Sat Sun902187902187
10001010
LayoutAccept. by cust.
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Network Operation WrkCtr Total Mon Tue Wed Thu Fri Sat Sun3232
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5.0
5.0
Att/Abs
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9.0 6.0
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Data entry section
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Data entry profile:Periods relativeto current date
Data entry profile:Data entry profile:Periods relativePeriods relativeto current dateto current date
Data entry profile - worklist:From Resource PlanningFrom assigned work centerConfirmation pool info system
Data entry profile Data entry profile -- worklist:worklist:From Resource PlanningFrom Resource PlanningFrom assignedFrom assigned wwork centerork centerConfirmation pool info systemConfirmation pool info system
Data entry profile:With / without clock timesPeriod type (week, month)Only working days
Data entry profile:Data entry profile:With / without clock timesWith / without clock timesPeriod type (week, month)Period type (week, month)Only working daysOnly working days
Data entry profile:Target hours fromHR Time Management?
Data entry profile:Data entry profile:Target hours fromTarget hours fromHR Time Management?HR Time Management?
Field selection for worklist and data entry section
Field selection for worklist and data entry section
HRData entered determines
the target component
Data entered determines
the target component PSPS
The layout of the screen and the data entry in the time sheet is controlled using the data entry profile and the field selection.
When you customize the data entry profile, you can specify the following, for example:
The required steps in the CATS process, such as whether an approval step is necessary before the data is transferred to the target component
The period type (week, day, month), entry in hours or clock times, scrolling to additional periods
Whether weekdays or calendar days are displayed
Whether the daily hours from the employee's work schedule are displayed
Whether you use a worklist for Logistics
In field selection, you can select fields for the data entry section, the worklist, and the settings. Data transfer to one or more target components is possible, depending on the fields in the data entry section. Note: Not all transfer combinations make sense, since they may lead to duplicate postings in Controlling. If this is the case, the system recognizes the problem and acts accordingly.
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© SAP AG CA500 4-9
SAP AG 2003
Data Entry Profile: General Settings
Data entry profile CATS1 Single entry
General Settings
Profile changeable
With target hours
With totals line
With clock times
No deductn of breaks
Highlight rej. recs
Highlight addnl info
Workdays only
Display weekdays
No initial screen
Release future times
Release on saving
Approval required
No changes after approval
Immediate transfer to HR
Authorization
Print program
Cell length Trip schema
The general settings control the entry of data and the CATS process. Profile changeable: The end user can change various settings for the data entry screen while it is in use. With target hours: Target hours are displayed in the upper section of the time sheet. You determine how you want the target hours to be determined in the Time settings section.
With totals line: A line with the day total is displayed. With clock times, No deduction of breaks: If users enter clock times (start and end of work) instead of hours, unpaid breaks (according to the work schedule in Time Management) are not deducted when the number of hours worked is calculated.
Workdays only: Only workdays from the factory calendar are displayed. Display weekdays: The days of the week are displayed instead of dates. No initial screen The data entry profile and personnel number are not entered. Relevant only if the employee records his or her own working times. The CVR and PER user parameters are relevant for the employee. Instead of using the PER user parameter to assign the user, you can use the Communication infotype (0105), subtype 0001.
Release future times: Data for future periods can be released. Release on saving: Data is released immediately when it is saved. Approval required: Data must be approved in a separate step. No changes after approval: Approved data can no longer be changed. Immediate transfer to HR: Data is posted directly to Human Resources. Authorization: See the Assigning Authorizations unit.
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© SAP AG CA500 4-10
SAP AG 1999
Data Entry Profile: Time Settings
Time settings
Period type 2 Weekly data entry Periods 3
First day of week 2 Monday
Key date relative 1- Lower limit relative 2 Upper limit relative 2
The time settings determine the period for which time data is recorded. They offer the following options:
Period type: Defines whether the data is recorded on a daily, weekly, or monthly basis.
Periods: Specifies how many periods are displayed at the same time for data entry.
First day of week: The start of the week.
Key date relative: The key date relative to the current date for the time sheet is specified in this field. The system enters the date automatically, but you can overwrite it if necessary.
Lower/upper limit relative: Specifies how far forward or backward the user can scroll when changing the data entry period in the time sheet. The system takes account of the number of periods in the Periods field.
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© SAP AG CA500 4-11
SAP AG 1999
Data Entry Profile: Person Selection
Person selection
Enter for several personnel nos
Select via pers. list
Time administrators
Selection report
Organizational unit Cost center
Enter for several personnel numbers: You can enter data for several persons at the same time. (Choosing Settings allows you to select persons according to various criteria described below.)
Select via pers. list: The system displays a list of personnel numbers for you to select from. You must always use the list option when entering data for several personnel numbers.
You have the following alternatives for generating the list of personnel numbers:
Time administrator: The system selects the personnel numbers that are assigned to the relevant administrator. (Organizational Assignment infotype (0001))
Organizational unit: The system selects the personnel numbers that are assigned to the specified organizational unit.
Cost center: The system selects the personnel numbers that are assigned to the specified cost center.
Selection report: To select the personnel numbers, you can define your own report or use the standard selection report RPLFST01. If you assign a report variant to the SAP user via the user parameter VSR (Selection report variant), the user can skip the report's selection screen.
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© SAP AG CA500 4-12
SAP AG 2003
Data Entry Profile: Cost Accounting Variant
Cost accounting variant
Account assignment to activity type
Assignment of personnel costs to the master cost center
Assignment of personnel costs to the receiver object
Assignment of personnel costs to the sender
Activity allocation between master cost center and sender
If you implement Payroll, various data entry scenarios are available for cost accounting. They are dealt with in more detail in a later unit.
Assignment of personnel costs to the master cost center: In this scenario the employee's master cost center is debited with the personnel costs. The costs are not allocated between the master cost center and the receiver object or sender cost center of an activity. This data entry scenario is used if you do not use SAP Payroll.
Assignment of personnel costs to the receiver object: In this scenario you assign the personnel costs for the recorded working times to the receiver object of an activity. You would use this scenario if you do not perform activity allocation. This data entry scenario is used if you use SAP Payroll. It corresponds to entering cost assignment information in Time Management.
Assignment of personnel costs to the sender: The personnel costs are assigned to the sender cost center or the sender business process of the activity. In addition, activity allocation is performed. This data entry scenario is relevant only if you use SAP Payroll. It corresponds to entering activity allocation information in Time Management.
Activity allocation between master cost center and sender: The personnel costs are assigned to the employee's master cost center. Activity allocation is performed. If the sender of an activity allocation is a business process or a cost center other than the employee's master cost center, an additional activity allocation is performed between the sender and the employee's master cost center. This data entry scenario is relevant only if you use SAP Payroll.
Account assignment to activity type Account assignment to an activity type is possible if you use the last two scenarios described above.
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© SAP AG CA500 4-13
SAP AG 2003
Data Entry Profile: Default Values
Default values
Controlling area
Activity type
Purchase order
Attendance type
Master cost center
Sender business process
Service master only
Cost center
Wage type
0800
You can set default values for the Cross-Application Time Sheet using the following options:
Controlling area: The default value is the controlling area defined in the employee's organizational assignment (Organizational Assignment infotype (0001) in Human Resources).
Master cost center: The default value is the cost center defined in the employee's organizational assignment (Organizational Assignment infotype (0001) in Human Resources).
Cost center, Activity type, Sender business process: The default values for the time sheet are determined from the specifications made for the personnel number in the Time Sheet Defaults infotype (0315). They are used only if a receiver is specified. Note: If you have entered both a sending business process and a sender cost center in the Time Sheet Defaults infotype (0315), the sending business process has priority over the sender cost center.
Purchase order, service master: The default values for the time sheet are determined from the specifications made for the personnel number in the Time Sheet Defaults infotype (0315).
Attendance/absence type, wage type: The default values are determined from the information in the data entry profile.
All default values can be overwritten.
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© SAP AG CA500 4-14
SAP AG 1999
The Time Sheet Worklist
Time Sheet: Data Entry View
Personnel numberData entry period
125408.06.98 - 14.06.98 Week 27.1998
Worklist
Network Operation Description Total Mon Tue Wed Thu Fri Sat Sun902187902187
10001010
LayoutAccept. by cust.
205
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Data entry section
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CopyCopyCopy
Worklist:From Resource PlanningFrom assigned work centerFrom pool of confirmationsCustomer-definedFrom CATS
Worklist:From Resource PlanningFrom assigned work centerFrom pool of confirmationsCustomer-definedFrom CATS
The worklist consists of employee-specific and object-related information, for example an employee's planned hours from operations from Logistics. The worklist can be used in profiles for single entry in the Logistics components.
The worklist is displayed in a separate section of the time sheet, above the data entry section.
The contents and the display fields of the worklist are defined using the profile maintenance and the field selection for the worklist.
The worklist may contain the following information:
Time data that has been recorded in the time sheet
Data from Logistics: Resource planning (capacity splits), pools of confirmations, activities assigned to the employee based on his or her work center assignment
Customer-specific worklist that has been created using an SAP enhancement (CATS0001).
The lines in the worklist contain information on planned or completed work. They can be copied to the time sheet and overwritten if necessary.
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© SAP AG CA500 4-15
SAP AG 2003
Data Entry Profile: Worklist
Worklist
With worklist
From Resource Planning
From conf. pool
In process
From work center
Customer enhancement
In process since
Workdays only
days
Copy without hours
You have the following options for setting up the worklist: With worklist: A worklist is only displayed if you select this option. You use field selection to determine which fields are displayed in the worklist.
In process: Data that has already been recorded for the employee is displayed. Can be copied for reference. The recorded times, however, are not copied with the data.
In process since n days: Limits the recorded time sheet data that is displayed in the worklist. From Resource Planning: Data from Resource Planning (capacity splits) is entered in the worklist for the relevant employee.
From work center: Operations and suboperations and/or operation elements that are assigned to the employee via the work center are entered in the worklist.
Workdays only: Specifies whether the hours displayed in the worklist are to be distributed only over workdays or also non-workdays. Note: This field is not evaluated if the Only workdays indicator was set in the General Settings.
From conf. pool: The system enters information from a confirmation pool, specified when the time sheet is accessed, in the worklist.
Customer enhancement: Specifies whether customer-specific objects can be entered in the worklist. The system uses the CATS0001 SAP enhancement.
Copy without hours: When the worklist is copied, the hours it contains are not copied with it.
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© SAP AG CA500 4-16
SAP AG 2003
Data Entry Profile: Data Entry Checks
Data entry checks
General
Collision
More than 24 hours
Time type target hours
Downward tolerance
Upward tolerance
Error message
Error message
%
%
Sub. HR hours Add overtime
Reaction below tol.
Reaction above tol.
No message
Warning
For users of HR
Quotas
Collision with HR
Error message
Error message
Collision: The system checks for time collisions between CATS records. Time collisions can occur in records that specify clock times or in full-day absence records.
More than 24 hours: The system checks whether more than 24 hours have been entered for an employee.
Time type target hours: This field works in combination with the With target hours field in the General settings section. You can use the With target hours field to specify a time type, which is filled during time evaluation. The corresponding hours appear in the time sheet. If no time type is specified, the system uses the target hours from the employee's work schedule. They can also be determined by an SAP enhancement.
Subtract HR hours: Attendances and absences that were entered in HR Time Management are deducted from the target hours.
Upward/downward tolerance: Minimum or maximum percentage by which the value entered may fall below or exceed the target hours.
Take account of period lock: You can use this indicator to prevent data being entered in the time sheet for days that are in a controlling period that is already locked.
Quotas: If HR attendance or absence quotas are exceeded, a warning or error message can be issued at the data entry stage.
Collision with HR: CATS records may collide with records from Time Management, for example, records with clock times and full-day absence records.
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© SAP AG CA500 4-17
SAP AG 2003
Data Entry Profile: Workflow
Workflow
Workflow approval
Task
Automatic recipient
SAP Business Workflow is a tool that enables fully automated electronic processing of business activities.
Workflow for approval: The employee is notified of released time sheet data. He or she can then approve or reject the data.
Automatic determination of recipient: Automatically determines the workflow approver. You have to have stored an automatic role determination in the workflow task.
Task identification: Internal and unique identification of a task. The identification is assigned automatically when a task is created. It consists of a two-character abbreviation for the task type and an eight-figure number.
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© SAP AG CA500 4-18
SAP AG 1999
Choose Fields
Data entry section Worklist Settings
Choose fields
Customize data entry profile
You can use the field selection to specify which fields are displayed in the Data entry section, Worklist, and Settings, and to determine their attributes. In addition, you can use the field selection to define which target components time sheet data is transferred to. There are two levels of field selection:
Modifiable: For defining the general field selection, that is, valid for every data entry profile. These settings have priority over the settings you make under Influencing.
Influencing: For defining which fields are displayed when a particular data entry profile is used.
Within each of these two levels, you can specify the fields for the settings, worklist, and data entry sections.
Process for field selection:
Choose Modifiable first to select the fields that you want to show or hide on a general (client-based) level. Choose Influencing next to select the fields you want to show or hide for a specific profile.
In order to make it more user-friendly, you should try to keep the number of fields displayed on the data entry screen to a minimum.
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© SAP AG CA500 4-19
SAP AG 2003
Field Selection
Screen group
Influencing field
Contents
Data entry section
Data entry profile
CATS201
Modified fields
Att./absence type
Work center
Extra pay indicator
Description
Valuation basis
Rec. WBS element
Rec. cost center
Receiver cost obj.
RecSalesOrd. item
Input Req Disp Hide HiLi
After you have maintained the data entry profile, you can select the fields that you want to appear in it.
Select Settings, Worklist, or Data entry section, and then choose Modifiable or Influencing.
Note: If you choose Modifiable, the selection is valid for the entire client and for all profiles.
If you choose Influencing, you must specify which data entry profile the field selection is valid for.
The additional fields are customer-defined fields that can be displayed in the time sheet. They can be used for reporting, but not for transferring data. You can define up to ten customer fields.
In the field selection, you define whether a field in the time sheet is ready for input, display-only, or hidden. In addition, you can choose to have a field's content highlighted. You should not select the Required entry option for your fields because of the tabular format of CATS data entry.
You can use the task type, task component, and task level fields to specify the elements of a task that are relevant for valuation.
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© SAP AG CA500 4-20
SAP AG 1999
Configuration of the Data Entry Profile: Summary
You have learned about different variants in the data entry process
You can configure data entry profiles
You are familiar with the field selection
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© SAP AG CA500 4-21
Overview of the Fields and Target Components for CATS
Field Name Technical Name Target components
Notes
Att./absence type CATSD-AWART HR Work center CATSD-ARBPL PM/PS/CS Extra pay indicator CATSD-AUFKZ HR Accounting indicator CATSD-BEMOT PM/PS/CS Description CATSFIELDS-
KOSTLLTXT None
Valuation basis CATSD-BWGRL HR Name CATSFIELDS-DISPTEXT2 None Name CATSFIELDS-DISPTEXT1 None Details for profitability
segment CATSFIELDS-ERGOBJEKT
B Receiver order CATSD-RAUFNR PM/CS/CO Notes 1 & 3 B Rec. business process CATSD-RPRZNR CO B Rec. cost center CATSD-RKOSTL CO B Receiver cost obj. CATSD-RKSTR CO B RecSalesOrd. item CATSD-RKDPOS CO B Rec. sales order CATSD-RKDAUF CO B Rec. WBS element CATSD-RPROJ CO Receiving functional area CATSD-FUNC_AREA CO/FM Receiver grant CATSD-GRANT_NBR CO/FM Final confirmation CATSDB-AUERU PM/CS/PS Full day CATSDB-ALLDF HR Internal unit of measure CATSD-UNIT CO/MM/HR Capacity category CATSD-KAPAR PM/CS/PS Controlling area CATSD-KOKRS CO/PM/PS/CS Cost center CATSFIELDS-HDRKOSTL None Short text CATSDB-LTXA1 All
A Activity type CATSD-LSTAR CO Service number CATSD-LSTNR MM Wage type CATSD-LGART HR Overtime comp. type CATSD-VERSL HR Name employee/appl. CATSFIELDS-LISTNAME None Name employee/appl. CATSFIELDS-ENAME None Network CATSD-RNPLNR PS Note 3 Object type CATSD-OTYPE HR Personnel number CATSFIELDS-PERNR All Position CATSD-PLANS HR
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Premium indicator CATSD-PRAKZ HR Premium number CATSD-PRAKN HR Forecast finish (date) CATSDB-PEDD PM/CS/PS Trip number CATSD-REINR None Remaining work CATSDB-OFMNW PM/CS/PS Sending PO item CATSD-SEBELP MM-SRV Sending purch. order CATSD-SEBELN MM-SRV Sending functional area CATSD-S_FUNC_AREA CO/FM Sender grant CATSD-S_GRANT_NBR CO/FM Sender fund CATSD-S_FUND CO/FM
A Sender cost center CATSD-SKOSTL CO A Sender business process CATSD-SPRZNR CO Split number CATSD-SPLIT PM/CS/PS Statistical key figure CATSD-STATKEYFIG CO Det. status auto. CATSFIELDS-AUSTAT PM/CS/PS Tax area CATSD-WTART HR Price CATSD-PRICE CO Pay scale group CATSD-TRFGR HR Pay scale level CATSD-TRFST HR Partial confirmation CATSDB-ERUZU PM/CS/PS Transaction currency CATSD-TCURR CO Note 2 Task component CATSD-
TASKCOMPONENT HR/CO
Task level CATSD-TASKLEVEL HR/CO Task type CATSD-TASKTYPE HR/CO Suboperation CATSD-UVORN PM/CS/PS Operation CATSD-VORNR PM/CS/PS Previous day indicator CATSDB-VTKEN HR Currency CATSD-WAERS HR
Plant CATSD-WERKS PM/CS/PS
Additional field 1 CATS_ADDFI-FIELD1 None Additional field 10 CATS_ADDFI-FIELD10 None
Additional field 2 CATS_ADDFI-FIELD2 None Additional field 3 CATS_ADDFI-FIELD3 None Additional field 4 CATS_ADDFI-FIELD4 None Additional field 5 CATS_ADDFI-FIELD5 None Additional field 6 CATS_ADDFI-FIELD6 None Additional field 7 CATS_ADDFI-FIELD7 None Additional field 8 CATS_ADDFI-FIELD8 None Additional field 9 CATS_ADDFI-FIELD9 None Full day CATSDB-ALLDF HR Internal unit CATSD-UNIT
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A - Sender of an activity allocation
B - CO receiver object
Notes:
(1) The configuration of the order determines which target component the data is transferred to. Time sheet data is transferred to Plant Maintenance or Customer Service only if the order permits confirmations to be made.
(2) Currency for Price field. (Only used in conjunction with an activity type.)
(3) If you enter objects in combination with a wage type, the target component is selected based on the characteristics of the wage type. If the Bonus indicator for time leveling and time sheet field is left blank in table T511, time sheet data is transferred to Controlling.
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© SAP AG CA500 4-24
Exercises
Unit: Configuration of the Data Entry Profile Topic: Setting Up Data Entry Profiles for the Cross-Application Time Sheet
• Configuration of data entry profiles
• Field selection
The company requires different data entry profiles for entering person-related time data in various areas
1 Set up a data entry profile CATS##1 for entering time data for Human Resources and the
Project System. You will use the profile later for entering data for employee 500018##.
• You want to record working time weekly for individual employees.
• You want the days to be displayed as dates. You want to be able to enter data for every day.
• You also want to release data recorded for days that lie in the future. You want the data to be approved in a separate step. The data can still be changed after approval.
• You want rejected hours and any hours for which additional data has been entered to be highlighted.
• You want the hours from the employee's work schedule to be displayed. You want the total hours per day to be displayed.
• You want the current week to be displayed as default. You want to be able to scroll four weeks backwards and six weeks forwards to change the data entry period.
• You want to use default values (controlling area, cost center, and activity type) from the Time Sheet Defaults infotype (0315). In addition, you want the attendance 0800 Attendance hours to be proposed as the default value.
• You want personnel costs to be assigned to the master cost center.
• You want error messages to be displayed if there are collisions between CATS records or between CATS records and HR records, if quotas are exceeded, or if more than 24 hours are entered per day.
• You want a warning to be issued if the recorded hours exceed the target hours by more than 25%.
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© SAP AG CA500 4-25
• You want hours entered directly in HR Time Management and overtime hours to be taken into account.
• Optional: You can set up a worklist based on the employee's work center.
2 Set up a data entry profile CATS##2 for entering time data for Plant Maintenance. Use profile CATS##1 as a template. You will use the profile later for entering data for employee 500019##.
This profile has the same settings as profile CATS##1.
3 Set up a data entry profile CATS##3 for entering time data for Controlling. Use profile CATS##2 as a template. You will use the profile later for entering data for employee 500019##.
Make the same settings for this profile as for CATS##2. If you set up a worklist for CATS##2, however, delete these settings.
4 Set up a data entry profile CATS##4 for entering time data for External Services. Use profile CATS##3 as a template. You will use the profile later for entering data for employee 500018##.
A separate approval step is not required when you use this profile to enter time data. Choose only the purchase order and the service master as default values.
5 Select the fields you want to appear in the data entry section for profile CATS##1. This profile is used to enter time data that is transferred as attendances to Human Resources and as confirmations for networks to the Project System.
5-1 In the IMG, choose Cross-Application Components → Time Sheet → Settings for All User Interfaces → Time Recording → Choose Fields.
5-2 Select Data entry section, choose Influencing, and enter the profile name CATS##1. Note: Choose Enter once you have entered the profile name.
5-3 You require the Activity type, Attendance/absence type, Name employee/applicant (CATSFIELDS-ENAME), Network, Operation/activity, Personnel number, and Sender cost center fields.
5-4 Optional: If you created a worklist in the profile settings for the previous exercise, you can also select fields for it. In the same Customizing step, select Worklist. Choose Influencing and enter the profile name CATS##1.
5-5 Choose, for example, the Network, Activity/operation, and Operation short text fields.
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6 Select the fields you want to appear in the data entry section for profile CATS##2. This profile is used to enter time data that is transferred as confirmations for orders to Plant Maintenance.
6-1 In the IMG, choose Cross-Application Components → Time Sheet → Settings for All User Interfaces → Time Recording → Choose Fields.
6-2 Select Data entry section, choose Influencing, and enter the profile name CATS##2.
6-3 You require the Activity type, Final confirmation, Name employee/applicant (CATSFIELDS-ENAME), Operation/activity, Partial confirmation, Personnel number, Plant, Receiver order, Remaining work, Sender cost center, Short text, and Work center fields in the data entry section.
7 Select the fields you want to appear in the data entry section for profile CATS##3. This profile is used to enter time data that is transferred as activity allocations to Controlling and as employee remuneration information to Human Resources.
7-1 In the IMG, choose Cross-Application Components → Time Sheet → Settings for All User Interfaces → Time Recording → Choose Fields.
7-2 Select Data entry section, choose Influencing, and enter the profile name CATS##3.
7-3 You require the Activity type, Attendance/absence type, Name employee/applicant (CATSFIELDS-ENAME), Personnel number, Receiver cost center, Sender cost center, and Wage type fields.
8 Select the fields you want to appear in the data entry section for profile CATS##4. This profile is used to enter time data that is transferred to the service entry sheet in External Services.
8-1 In the IMG, choose Cross-Application Components → Time Sheet → Settings for All User Interfaces → Time Recording → Choose Fields.
8-2 Select Data entry section, choose Influencing, and enter the profile name CATS##4.
You require the Name employee/applicant (CATSFIELDS-ENAME), Personnel number, Service number, Sending PO item, and Sending purch. order fields.
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Solutions
Unit: Configuration of the Data Entry Profile Topic: Setting Up Data Entry Profiles for the Cross-Application Time Sheet
1 Set up a data entry profile CATS##1 for entering time data for Human Resources and the Project System. You will use the profile later for entering data for employee 500018##.
1-1 Go to the Implementation Guide (IMG). Then choose Cross-Application Components → Time Sheet → Specific Settings for CATS classic → Set Up Data Entry Profiles.
1-2 Choose New entries. On the next screen, enter the name CATS##1 and a short description, for example HR/PS (Group ##), in the relevant fields.
1-3 In the General Settings section, select the following options:
With target hours With totals line Highlight rej. recs Highlight addnl info Release future times Approval required
1-4 In the Time Settings section, enter the following values:
Period type: 2 (Weekly data entry) Periods: 1 First day of week: - blank - (Monday) Key date relative: - blank - Upper limit relative: 4 Upper limit relative: 6
1-5 In the Person selection section, do not select any of the options.
1-6 In the Cost accounting variant section, select the first option Assignment of personnel costs to master cost center.
1-7 In the Default Values section, select the following options:
Controlling area Master cost center Activity type Attendance/absence type In the Att./absence type field, enter the attendance type 0800 (Attendance hours).
1-8 If you want to set up a worklist, select the following options in the Worklist section:
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With worklist By work center
1-9 In the Data entry checks: General section, select the following options:
Collision: Error message More than 24 hours: Error message Time type target hours: Blank Sub. HR hours: Select Add overtime: Select Downward tolerance: Blank Reaction below tol.: No message Upward tolerance: 25 % Reaction above tol.: Warning
1-10 In the Data entry checks: For users of HR section, select the following options:
Quotas: Error message Collision with HR: Error message
1-11 Save the profile.
2 Set up a data entry profile CATS##2 for entering time data for Plant Maintenance. Use profile CATS##1 as a template. You will use the profile later for entering data for employee 500019##.
2-1 In the IMG, choose Cross-Application Components → Time Sheet → Settings for All User Interfaces→ Time Recording → Set Up Data Entry Profiles.
2-2 Select data entry profile CATS##1 and choose Copy. On the next screen, enter the name CATS##2 and a short description, for example PM (Group ##), in the relevant fields.
2-3 You can leave the settings as they were for the CATS##1 data entry profile that you copied. If you created a worklist for CATS##1, you should delete these entries in the new profile.
2-4 Save the profile.
3 Set up a data entry profile CATS##3 for entering time data for Controlling. Use profile CATS##2 as a template. You will use the profile later for entering data for employee 500019##.
3-1 In the IMG, choose Cross-Application Components → Time Sheet → Settings for All User Interfaces→ Time Recording → Set Up Data Entry Profiles.
3-2 Select the data entry profile CATS##2 and choose Copy. On the next screen, enter the name CATS##3 and a short description, for example HR/CO (Group ##), in the relevant fields.
3-3 You can leave the settings as they were for the CATS##2 data entry profile that you copied. If you created a worklist for CATS##2, you should delete these entries in the new profile.
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3-4 Save the profile.
4 Set up a data entry profile CATS##4 for entering time data for External Services. Use profile CATS##3 as a template. You will use the profile later for entering data for employee 500018##.
4-1 In the IMG, choose Cross-Application Components → Time Sheet → Settings for All User Interfaces→ Time Recording → Set Up Data Entry Profiles.
4-2 Select the data entry profile CATS##3 and choose Copy. In the next screen, enter the name CATS##4 and a descriptive text in the relevant fields.
4-3 Since the approval step is not required for this profile, deselect the following option in the General settings section: Approval required
4-4 In the Default values section, select only the following options: Purchase order Service master
4-5 Save the profile.
5 Select the fields you want to appear in the data entry section for profile CATS##1. This profile is used to enter time data that is transferred as attendances to Human Resources and as confirmations for networks to the Project System.
5-1 In the IMG, choose Cross-Application Components → Time Sheet → Settings for All User Interfaces → Time Recording → Choose Fields.
5-2 Select Data entry section, choose Influencing, and enter the profile name CATS##1.
5-3 Hide all the fields except for Activity type, Attendance/absence type, Name employee/applicant (CATSFIELDS-ENAME), Network, Operation/ activity, Personnel number, and Sender cost center. To do this, select the Input column for the fields you require, and the Hide column for all other fields. Save the data.
5-4 Optional: If you created a worklist in the profile settings for the previous exercise, you can also select fields for it. In the same Customizing step, select Worklist. Choose Influencing and enter the profile name CATS##1.
5-5 Hide all fields except Network, Operation/activity, and Description. To do this, select the Input column for the fields you require, and the Hide column for all other fields. Save the data.
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6 Select the fields you want to appear in the data entry section for profile CATS##2. This profile is used to enter time data that is transferred as confirmations for orders to Plant Maintenance.
6-1 In the IMG, choose Cross-Application Components → Time Sheet → Settings for All User Interfaces → Time Recording → Choose Fields.
6-2 Select Data entry section, choose Influencing, and enter the profile name CATS##2.
6-3 You require the Activity type, Final confirmation, Name employee/applicant, Operation/activity, Partial confirmation, Personnel number, Plant, Receiver order, Remaining work, Sender cost center, Short text, and Work center fields. To do this, select the Input column for the fields you require, and the Hide column for all other fields. Save the data.
7 Select the fields you want to appear in the data entry section for profile CATS##3. This profile is used to enter time data that is transferred as activity allocations to Controlling and as employee remuneration information to Human Resources.
7-1 In the IMG, choose Cross-Application Components → Time Sheet → Settings for All User Interfaces → Time Recording → Choose Fields.
7-2 Select Data entry section, choose Influencing, and enter the profile name CATS##3.
7-3 Hide all the fields except for Activity type, Attendance/absence type, Name employee/applicant, Personnel number, Receiver cost center, Sender cost center, and Wage type. To do this, select the Input column for the fields you require, and the Hide column for all other fields. Save the data.
8 Select the fields you want to appear in the data entry section for profile CATS##4. This profile is used to enter time data that is transferred to the service entry sheet in External Services.
8-1 In the IMG, choose Cross-Application Components → Time Sheet → Settings for All User Interfaces → Time Recording → Choose Fields.
8-2 Select Data entry section, choose Influencing, and enter the profile name CATS##4.
8-3 Hide all the fields except for Name employee/applicant, Personnel number, Sending PO item, Sending purch. order, and Service number. To do this, select the Input column for the fields you require, and the Hide column for all other fields. Save the data.
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Working with the Cross-Application Time Sheet
Entering time data
Releasing time data
Approving time dataApproval without workflow
Approval with workflow
Contents
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Working with the Time Sheet: Unit Objectives
At the conclusion of this unit, you will be able to:
Distinguish between the two types of data entry in the Cross-Application Time Sheet
Describe the release step
Describe the approval step
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Working with the Time Sheet: Business Scenario
There are different methods of entering data in the Cross-Application Time Sheet. The data must also be released and approved. Only then can it be transferred to the target component in a later step.
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Course Overview Diagram
Course Overview
Introduction to the Cross-Application Time Sheet
Mini Master for CATS
Configuration of the Data Entry Profile
Working with the Cross-Application Time Sheet
Cost Determination and Cost Assignment
CATS Information System
Assigning Authorizations
Transferring the Time Data
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Processing Status of Time Sheet Data
Status '10'In process
Status '20'Released forApproval
Status '30'Approved
Status '50'Changed afterapproval
Status '60'Cancelled Status '40'
ApprovalRejected
During the CATS process, the processing status of the time sheet data changes depending on the step performed and on the settings in the data entry profile. The status keys are as follows:
Status '10' : In process
Status '20' : Released for approval
Status '30' : Approved
Status '40' : Approval denied
Status '50' : Changed after approval
Status '60' : Cancelled
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Step 1: Entering Time Data
Recording data using the time sheet
The data entered is stored in the CATS database with status 10 (in process).
Step 1: Entering time dataCATSdatabase
One personnel number Several personnel
numbers
There are two methods of entering time data in the time sheet:
Single entry for one employee
Data entry for several personnel numbers using the person list
If you use the single entry option, you choose one data entry profile and one personnel number. You can only enter time data for that personnel number.
In order to use one entry profile as a default, you can specify parameter CVR in the user parameters.
If you want to enter data for several personnel numbers using a person list, you can access a list of personnel numbers for whom you can edit time data.
After the recorded data has been saved, it is stored in the CATS database with status '10' (in process). There are some data entry profiles where the data is released or approved as soon as it is saved.
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Entering Data for Several Personnel Numbers
Settings
Organizational unit
Time administrators
Cost center
Employee list
Entry of time data for one or morepersons
ReportABAPABAP
You can enter time data for several personnel numbers using a list of personnel numbers. This requires a profile that permits data entry using a list of personnel numbers.
According to your selection in the settings, the system displays a person list from which you can select one or more persons and enter time data for them.
You can use the Settings function to select a person list according to different criteria. You can generate a list of personnel numbers according to different criteria. You can select employees for whom a particular time administrator in a specific administrator group is responsible. The time administrator and administrator group are stored in the Organizational Assignment infotype (0001) for the employees. You can also select employees from a particular organizational unit or cost center. An employee's assignment to an organizational unit and cost center is also stored in the Organizational Assignment infotype (0001). A further option is to generate the list of personnel numbers using a report. In the standard system, report RPLFST01 is available for this purpose.
When you set up the data entry profile, you choose one of the four selection options Time administrator, Organizational unit, Cost center or Selection report as a default value for selecting the list of personnel numbers.
If only the Select via pers. list field is selected, you can choose one of the personnel numbers listed and process it in single entry.
If the Entry for several personnel nos field is also selected, the selected personnel numbers are processed in list entry. In this case, the worklist functions are not available.
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Step 2: Releasing Time Data
Enter time data using thetime sheet
Releasing the time data(if release step is active)
Status ‘20’-Released for approval
Step 2: Releasing time dataCATS
database
The purpose of the release step is to make the time data available for approval. The release step is optional and depends on the setup of the data entry profile.
When time data is released, certain checks are performed, for example a quota check. If a leave absence is entered, for example, the system checks whether the employee still has enough leave days.
The data can be released as soon as it is saved, or in a separate release step.
On saving the data, the system checks objects (for example, correct cost center or attendance type) regardless of whether the data is released as soon as it is saved or later in a separate release step.
Depending on the profile settings, you can release time data as soon as it is saved, or in the release view.
If you have set up your data entry profile so that the release step is skipped, the time data is assigned status '20' (released for approval) when it is saved.
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Customizing the Release Step
Data entry profile CATS1 Single entry
General settings
Profile changeable
With target hours
With totals line
With clock times
No deductn of breaks
Highlight rej. recs
Highlight addnl info
Workdays only
Display weekdays
No initial screen
Release future times
Release on saving
Approval required
No changes after approval
Immediate transfer to HR
Authorization
Print program
The parameters for customizing the release step are stored in the General settings section of the data entry profile.
The Release future times parameter determines whether or not you can release time data that has been entered for future periods.
The Release on saving parameter determines whether the time data is released as soon as it is saved or in a separate release step.
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Step 3: Approving Time Data
HR temp.file
HR temp.file
Record time data using the time sheet
Release time data(if release step is active)
Step 3: Approving time data
CATSdatabase
Status ‘30’- ‘40’‘Approved’ - ‘Approval denied’
PS temp.file
PS temp.file
CO temp.file
CO temp.file
MM-SRVtemp. fileMM-SRVtemp. file
PM/CStemp. filePM/CS
temp. file
Approve time data (if approval step is active)
The purpose of the approval step is to check the time data before it is transferred to the target component. The approval step is optional and depends on the setup of the CATS profile.
Only released time data (status ‘20‘) can be approved.
Only approved time data (if an approval is required) can be transferred to the target components.
At the approval stage, time data can either be approved or rejected. If the data is rejected, a rejection reason can be specified. Rejection reasons are stored in Customizing.
If you have set up you data entry profile so that the release and approval steps are skipped, the time data is assigned status '30' (approved) when it is saved.
Approved time data is flagged as approved and copied to the interface tables for the target components.
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Customizing the Approval Step
Data entry profile CATS1 Single entry
General settings
Profile changeable
With target hours
With totals line
With clock times
No deductn of breaks
Highlight rej. recs
Highlight addnl info
Workdays only
Display weekdays
No initial screen
Release future times
Release on saving
Approval required
No changes after approval
Immediate transfer to HR
Authorization
Print program
The Approval required parameter in the General settings for the data entry profile determines whether or not the time sheet data must be approved before being transferred to the target components.
The approval procedure can also be performed using a workflow. Example: As soon as time data is released in the time sheet, the superior is receives a message in his or her inbox informing him or her that the data must be approved, and can go straight to the approval step by choosing the relevant pushbutton.
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Approval
Chris Miller 7 hours1000
1001
1502
Michaela Maier
Sergio García 8 hours
9 hours
Approved
To be approved
Persons in September
Rejected
Select according todifferentcriteria
Organizational structurePerson data
Time sheet data
There are three selection options for selecting the time data to be approved.
Selection using organizational structure. For example, you can select all employees assigned to a particular organizational unit.
Selection according to personal data. You can select time data according to the employee's organizational assignment.
Selection according to time sheet data. You can select time data with a particular status or according to sender parameters such as cost center, purchase order, or receiver parameters such as cost center, order, and so on.
The color of the traffic light changes according to which task has been carried out:
Green: The entries have been approved.
Yellow: The entries are available for approval.
Red: The entries have been rejected.
If a data record is rejected, it can be assigned a rejection reason. Rejection reasons can be stored in Customizing.
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Approval using a Workflow
To be approved
Approved
Rejected
??Workflow
Employee
Data entryRelease
Approved
Rejected??
?
Superior
Administrator
If you want to use workflow for the approval process, select the relevant option in the data entry profile. Employees responsible for approving time data are notified automatically and can run the approval report (RCATSB01) for the relevant personnel numbers directly from their Inbox.
The SAP standard system includes three different standard workflow tasks for the CATS approval process:
Approver specified by employee (task ID TS40007901): There is no standard role for this task, which means the employee who has entered time data and wants to have it approved must specify a recipient for the work item when he or she releases the data.
Approval by superior (task ID TS20000460): If you want data to be approved by the employee's superior, specify this standard workflow task in the data entry profile. The superior is determined according to the staff assignments in Organizational Management.
Approval by time administrator (task ID TS20000459): If you want data to be approved by the employee's time administrator, specify this standard workflow task in the data entry profile. Time administrators are assigned to employees in the Organizational Assignment infotype (0001).
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Working with the Time Sheet: Summary
You can enter data for one personnel number only and using a list of personnel numbers
You can describe the release step
You can describe the approval step
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© SAP AG CA500 5-15
Data Sheet: Working with the Time Sheet
Data used in the exercises
Data in the exercises may vary according to the country
Entering time data for Controlling (Employee 500019##)
Receiver cost center 4290 Wage type MM00
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Exercises
Unit: Working with the Cross-Application Time Sheet Topic: Entering, Releasing, and Approving Data
• Entering person-related time data
• Releasing person-related time data
• Approving person-related time data
There are different methods of entering data in the Cross-Application Time Sheet. The data must also be released and approved. Only then can it be transferred to the target component in a later step.
1 Enter time data for employee 500018## using the data entry profile CATS##1 and then release the data. You will later transfer this data to Human Resources and the Project System.
1-1 Access the time sheet.
1-2 Use data entry profile CATS##1 and for employee 500018## enter 8 hours for activity 1010 for Monday and Tuesday of the current week. The time data will be used to confirm the network you created earlier. Enter the network number in the corresponding field.
1-3 For Wednesday of the current week, enter 8 hours for activity 1030 and the same network number as before. Confirm your entries using Enter. The default value 0800 appears in the Attendance/absence type field.
1-4 For Monday and Tuesday of the following week (as long as they are not public holidays), enter 8 hours of leave (absence type 0100). Release the data and save the changes.
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2 Enter time data for employee 500019## using data entry profile CATS##2 and release the data. You will later transfer the data to Plant Maintenance.
2-1 Access the time sheet.
2-2 For Monday and Tuesday of the current week, enter hours equivalent to the target hours for activity 0010 for the order you created earlier.
2-3 For Wednesday, enter 4 hours for activity 0020 and the same order number as before. Release the data and save the changes.
3 Enter time data for employee 500019## using data entry profile CATS##3 and release the data. You will later transfer this data to Controlling and Human Resources.
3-1 Access the time sheet.
3-2 Enter the planned hours for each day of the previous week. In the Receiver cost center field, enter the value provided in the list at the start of the exercise, and in the Attendance/absence type field, use the default value.
3-3 Enter employee remuneration information for Thursday and Friday. For both of these days, enter 4 hours. In the Receiver cost center and Wage type fields, enter the values provided in the list at the start of the exercise. Release the data and save the changes.
4 Enter time data for employee 500018## using data entry profile CATS##4 and release the data. You will later transfer the data to External Services.
4-1 Access the time sheet.
4-2 Enter as many hours as you choose for the whole of the previous week for employee 500018##. Release the data and save the changes.
5 Approve your employees' data.
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Solutions
Unit: Working with the Cross-Application Time Sheet Topic: Entering, Releasing, and Approving Data
1 Enter time data for employee 500018## using the data entry profile CATS##1 and then release the data. You will later transfer this data to Human Resources and the Project System.
1-1 From the initial screen, choose Human Resources → Time Management → Time Sheet → Time Data → Enter. Enter data entry profile CATS##1 and personnel number 500018## in the corresponding fields. Choose Enter times.
1-2 On the next screen, enter the number of the network you created earlier in the Network column. In the Operation/activity column, enter activity 1010. Enter 8 hours for Monday and Tuesday of the current week.
1-3 For Wednesday of the current week, enter 8 hours for activity 1030 and the same network number as before. Confirm your entries using Enter. The system shows the attendance/absence type and other default values.
1-4 For two days in the following week (as long as they are not public holidays), enter 8 hours. In the Attendance/absence type column (A/Aty.), enter absence type 0100. When you confirm your entries with Enter, the system overwrites the number of hours you entered with the employee's planned hours.
1-5 Choose Release view in the lower screen area to switch to the release view. Select your data, by selecting the rows, for example. Choose Release (open padlock icon) to release the data. Save the data.
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2 Enter time data for employee 500019## using data entry profile CATS##2 and release the data. You will later transfer the data to Plant Maintenance.
2-1 From the initial screen, choose Human Resources → Time Management → Time Sheet → Time Data → Enter. Enter data entry profile CATS##2 and personnel number 500019## in the corresponding fields. Choose Enter times.
2-2 On the next screen, enter the number of the order you created earlier in the Order column. In the Operation/activity column, enter activity 0010. Enter a number of hours equivalent to the target hours for Monday and Tuesday. To do this, select the row containing the order number and the columns for Monday and Tuesday and choose Target hours. The system automatically copies the data from the row displaying the target hours.
2-3 For Wednesday, enter 4 hours for activity 0020 and the same order number as before. Release the data and save the changes.
3 Enter time data for employee 500019## using data entry profile CATS##3 and release the data. You will later transfer this data to Controlling and Human Resources.
3-1 From the initial screen, choose Human Resources → Time Management → Time Sheet → Time Data → Enter. Enter data entry profile CATS##3 and personnel number 500019## in the corresponding fields. Choose Enter times.
3-2 Scroll backwards to the previous week. Enter hours equivalent to the target hours for the whole week. In the Receiver cost center field, enter the cost center provided in the list at the start of the exercises. Release the data and save the changes.
3-3 Enter employee remuneration information for Thursday and Friday. For both of these days, enter 4 hours. In the Receiver cost center and Wage type fields, enter the values provided in the list at the start of the exercise. Release the data and save the changes.
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4 Enter time data for employee 500018## using data entry profile CATS##4 and release the data. You will later transfer the data to External Services.
4-1 From the initial screen, choose Human Resources → Time Management → Time Sheet → Time Data → Enter. Enter data entry profile CATS##4 and personnel number 500018## in the corresponding fields. Choose Enter times.
4-2 Scroll backwards to the previous week. Enter as many hours as you choose for the whole week. The default values from the Time Sheet Defaults infotype (0315) appear after you have confirmed your entries using Enter. Release the data and save the changes.
5 Approve the employees' data.
5-1 From the initial screen, choose Human Resources → Time Management → Time Sheet → Approval → Approve Working Times Selection Using Personal Data.
5-2 In the next screen, enter personnel numbers 500018## and 500019## in the corresponding fields.
5-3 Choose All (A) as the period, or limit the period from the start of last week to the end of the week after next.
5-4 Choose Execute.
5-5 In the overview, select the records with the status "released for approval" and approve them. The status is changed automatically.
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© SAP AG CA500 6-1
SAP AG 1999
Transferring the Time Data
General aspects of the transfer
Transferring data to the target components
Allowed combinations for transfers
Transferring data to the target components
Contents
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Transferring the Time Data: Unit Objectives
At the conclusion of this unit, you will be able to
Discuss the general aspects of time data transfer
Explain how to transfer data
List the allowed combinations for transfers
Transfer time data to target components
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Transferring the Time Data: Business Scenario
Approved time data is transferred to the targetcomponents for further processing
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Course Overview Diagram
Course Overview
Introduction to the Cross-Application Time Sheet
Mini Master for CATS
Configuration of the Data Entry Profile
Working with the Cross-Application Time Sheet
Cost Determination and Cost Assignment
CATS Information System
Assigning Authorizations
Transferring the Time Data
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Step 4: Transferring Approved Time Data
Step 4: Transfer time data
Transfer to HR infotypes:Absences (2001)Attendances (2002)Absence Quotas (2006)EE Rem. Info. (2010)
HR infotypes2001 / 2002 2006 / 2010
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The time data is not transferred to the target component immediately. Instead, when the data is entered, it is saved to the database table for the time sheet (CATSDB).
When the data is approved, it is written to the independent interface tables of the target components. The system uses the working time attributes (network, attendance/absence type, and so on) to determine which data belongs to which target component.
The data is transferred to each target component separately. This means that you can set up different transfer intervals for the different target components, for example, daily for Human Resources and weekly for the Project System. You can also transfer data to several target components in one step.
There are special functions for postprocessing any errors that occur during transfer.
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Transfer to Human Resources
A/A type Mon TueWage type Wed0800
HR
7.50 8.006.00ME90
The system uses the working time attributes to determine the target component to which a data record must be transferred.
HR example: If an attendance or absence type is entered in the time sheet, a record is created in the Attendances (2002) or Absences (2001), and for particular absences also the Absence Quotas (2006) infotype when the data is transferred. If a wage type is entered, a record is created in the EE Remuneration Info. infotype (2010).
The data is transferred using report RPTEXTPT. It reads the data to be transferred from the interface tables PTEX2000 and PTEX2010.
A log is generated when the transfer report is run. The log can contain records that have not been transferred successfully, for example, due to collisions with other Time Management infotypes.
The log uses traffic light symbols to show successfully posted records (in green), data records read (in yellow), and unsuccessful postings (in red). If errors occur when the data is transferred, you can see more information on the errors by going back a step in the menu.
You can find details of any errors that occurred during transfer in the log. You can correct the errors in the time sheet and repeat the transfer.
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Transfer to Project System
PS
Act. TueNetwork Mon22150 0010 8.00
The system uses the working time attributes to determine the target component to which a data record must be transferred.
PS example: If a network number and activity number are entered in the time sheet, the data is transferred to Project System (PS). A confirmation is also generated in the Project System.
The data is transferred using the transfer report RCATSTPS, which generates confirmation documents in the Project System.
If an error occurs when data is transferred to the Project System (PS), you can access the function for postprocessing error records. The system displays a list of network confirmations, which lists the errors. You can branch directly from the list to the Collective confirmation.
If there are activities in Project System that do not require confirmations (this depends on how they are set up for the network), the system recognizes that the data must be transferred to Controlling (for activity allocation) rather than to Project System.
Note: Data cannot be transferred to Controlling and Logistics simultaneously. The cost center is assigned to the network, therefore a simultaneous transfer would result in a double posting.
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© SAP AG CA500 6-8
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Transfer to Plant Maintenance/Customer Service
PM CSor
Rec.Order Work cntr MonAct.901878 ME01 8.000100
The system uses the working time attributes to determine the target component to which a data record must be transferred.
PM/CS example: If a confirmable receiver order and an operation are entered in the time sheet, the data is transferred to Plant Maintenance (PM) or Customer Service (CS). A confirmation for an order is generated in PM or CS.
The data is transferred using the transfer report RCATSTPM, which generates confirmation documents in Plant Maintenance or Customer Service.
If an error occurs when the data is transferred to Plant Maintenance or Customer Service (PM/CS), you can call the function for postprocessing the records that contain errors. The system displays a list of order confirmations, which lists the errors. You can branch directly from the list to the Collective confirmation.
Note: Data cannot be transferred to Controlling and Logistics simultaneously. The cost center is assigned to the order, therefore a simultaneous transfer would result in a double posting.
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Transfer to Controlling
CO
Send.CCt. Rec.CCt. MonATyp4300 4271 8.001410
The system uses the working time attributes to determine the target component to which a data record must be transferred.
CO example: If a sender cost center, a receiver cost center, and an activity type are entered in the time sheet, the data is transferred to Controlling (CO) for activity allocation.
You transfer time sheet data to Controlling using report RCATSTCO. The report creates one or more Controlling documents for activity allocation or statistical key figures.
Time sheet data is only transferred to Controlling if a sender object and at least one receiver object are entered in the time sheet, for example, the sender cost center and the sales order.
Note: Data cannot be transferred to Controlling and Logistics simultaneously. The cost center is assigned to the network or order, therefore a simultaneous transfer would result in a double posting.
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Reducing the Number of Documents in Controlling
COCATS
Options for organizing your data:All documents All documents for one personnel numberAll documents with the same sender and receiver account assignmentsAll documents for one personnel number with the same sender and receiver account assignments
When you transfer data to Controlling, you can reduce the number of documents that are generated. Time sheet data can be organized according to different criteria in one document.
You can set up the following options in the Implementation Guide (IMG):
One CO document is filled for each data record (no grouping)
All data records in one CO document
All data records for one personnel number in one CO document
Data records are organized into one CO document This means that the times from all records with the same combination of sender and receiver object are combined.
Records are organized per personnel number. This means that the times from all records for one personnel number with the same combination of sender and receiver object are combined.
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Transfer to External Services Management
MM-SRVMM-SRV
Item Mon TueService number4500004483 8.00
Send.POrd0010 000000000000100140
The system uses the working time attributes to determine the target component to which a data record must be transferred.
MM-SRV example: If a sending purchase order, a sending purchase order item, and a service number are entered in the time sheet, the data is transferred to the service entry sheet in External Services Management (MM-SRV).
Note: For the system to be able to identify clearly the data to be transferred, the activity number must not appear more than once in the purchase order.
Transferred CATS data must be accepted in External Services Management.
You cannot use the time sheet to cancel time data that has already been transferred to the target component. If you need to cancel data, do this in MM-SRV.
If the purchase order does not contain an account assignment, the account assignment category “x” (= all auxiliary account assignments) is used in the time sheet. The system must be set up so that a G/L account for the service number is found automatically.
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Transfer: Allowed Combinations
X XX XX X
XXX X XX X X
X XX X
COCO HR MM-SRVMM-SRV PM/CSPM/CS PSPS
CATSCATS
COCOMMMM
HRPMPM
PSPSCSCS
The table shows the allowed combinations for the transfer of data in the Cross-Application Time Sheet (transfers to one single application are not shown).
Data cannot be transferred to Controlling and Logistics simultaneously. A confirmation of an operation/activity, for example, is therefore only posted as a confirmation (and generates the relevant actual costs or credits the performing cost center). An additional posting as an internal activity allocation would result in double postings.
The above table can be summarized as follows:
You can transfer data to each target component separately
You can combine each target component with Human Resources
You can, in addition, combine Materials Management with Project System, Plant Maintenance, or Customer Service.
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Transfer to Multiple Target Components
RCATSTALPM/CS
PS
CO
HR
Transfer in one step
HRPMPM PSPS COCOCSCS
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Report RCATSTAL combines the reports for time data transfers to the HR, CO, PM/CS, and PS components. Transfers to External Services must still be performed in a separate step however.
The selection options that are valid only for particular target components are marked accordingly.
The prerequisites for being able to execute the report are:
All component-specific settings must have been made in the Implementation Guide.
The authorizations for executing the relevant transfer reports to HR, CO, PM/CS, and PS must have been assigned.
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Processing Status
5050
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2020
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In process
Released
Approved
Rejected
Cancelled
Changed afterapproval
8 hours8 hoursChange
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1stdocument
2nd document
Documentnumber
Documentnumber
6 hours6 hours
1010
The data you enter in the time sheet is first stored in the CATS database with status 10 (In process). After the data is released, the status changes to 20 (released for approval).
Once the approval step has been performed, the data is assigned either status 40 (Rejected) or 30 (Approved). A document number is assigned for each approved record. Transferring data does not alter its status, however, a transfer indicator is set in the interface tables.
If approved data is subsequently changed in the time sheet, the status of the original data record changes to 50 (Changed after approval). If the new record is also approved, a document number is assigned to this record too. The status of the original record then becomes 60 (Cancelled).
A cancelled time sheet data record is handled as follows when it is transferred:
Plant Maintenance/Customer Service/Project System (PM/CS/PS): The original confirmation is cancelled.
Controlling (CO): A negative posting is created. The original CO document remains in the system.
Human Resources (HR): The infotype record based on the cancelled data is deleted. If necessary, retroactive accounting is triggered.
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© SAP AG CA500 6-15
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Connection to the Target Component
PS network confirmationsHR attendances
Connection to the target component
CATSDB
Target component
CATS Doc.No.: 1803Pers.No.: 200009915 hrs - 06/19/97Network: 19030Network activity 10
Confirm. no.: 540/2Network: 19030Network activity 105 hrs - 06/19/97Attendance 08005 hrs - 06/19/97CATS Doc.No.: 1803
You can use the CATS document number to trace which time sheet record triggered which posting to the target component.
In addition, the document number allows you to keep track of the changes made to data that had already been approved.
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© SAP AG CA500 6-16
SAP AG 1999
Transferring the Time Data: Summary
You can describe the general aspects of data transfer
You can explain how the data is transferred
You can list the allowed combinations for datatransfers
You can transfer time data to the target components
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Exercises
Unit: Transferring Time Sheet Data Topic: Transferring Data to the Target Components
• Transferring the person-related time sheet data to the appropriate target component
Approved time sheet data is transferred to the target components for further processing
1 Transfer to Human Resources
1-1 Transfer the time data for your employees 500018## and 500019## to Human Resources. Note: Ensure you transfer the data for your employees only.
1-2 Use the Follow-on documents function in the time sheet to check the transferred data.
1-3 You can also view the follow-on documents in HR Time Management. Choose Human Resources → Time Management → Administration → Time Data → Display.
2 Transfer to Project System
2-1 Transfer the time data for your employee 500018## to Project System. Note: Ensure you transfer the data for your employees only.
2-2 Use the Follow-on documents function in the time sheet to check the transferred data.
2-3 You can also view the follow-on documents in Logistics, in the Project System. Choose Logistics → Project System → Progress→ Confirmation → Individual Confirmation → Display.
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3 Transfer to Plant Maintenance
3-1 Transfer the time data for your employee 500019## to Plant Maintenance. Note: Ensure you transfer the data for your employees only.
3-2 Use the Follow-on documents function in the time sheet to check the transferred data.
3-3 You can also view the follow-on documents in Plant Maintenance. Choose Logistics → Plant Maintenance → Maintenance Processing → Completion Confirmation → Display → Completion Confirmation.
4 Transfer to Controlling
4-1 Transfer the time data for your employee 500019## to Controlling. Note: Ensure you transfer the data for your employees only.
4-2 Use the Follow-on documents function in the time sheet to check the transferred data.
4-3 You can also view the follow-on documents in Cost Center Accounting. Choose Accounting Controlling → Cost Center Accounting → Actual Postings ### Activity Allocation → Display.
5 Transfer to External Services Management
5-1 Transfer the time data for your employee 500018## to External Services Management. Note: Ensure you transfer the data for your employees only.
5-2 Use the Follow-on documents function in the time sheet to check the transferred data.
5-3 You can also view the follow-on documents in Materials Management. Choose Logistics → Materials Management → Service Entry Sheet → List Analyses → For Purchase Order.
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Solutions
Unit: Transferring Time Data Unit: Transferring Data to the Target Components
1 Transfer to Human Resources
1-1 From the initial screen, choose Human Resources → Time Management → Time Sheet → Transfer → Human Resources. In the next screen, choose the Multiple selection function for the Personnel number field and enter personnel numbers 500018## and 500019## in the dialog box that appears. Execute the report.
1-2 Checking the transferred data in the time sheet: Call the data entry screen for the time sheet with profile CATS##1 for both your employees. Select a cell containing transferred times by double-clicking on it, choose Follow-on documents, then double-click to branch to the target component. You can view the transferred data there.
1-3 You can also view the follow-on documents in HR Time Management. Choose Human Resources → Time Management → Administration → Time Data → Display. Select the Absences infotype (2001).
2 Transfer to Project System
2-1 From the initial screen, choose Human Resources → Time Management → Time Sheet → Transfer → Project System → Transfer. Enter personnel number 500018## and ensure that the Test run option is not selected.
2-2 Checking the transferred data in the time sheet: Call the data entry screen for the time sheet with profile CATS##1 for employee 500018##. Select a cell containing transferred times by double-clicking on it, choose Follow-on documents, then double-click to branch to the target component. You can view the transferred data there.
2-3 You can also view the follow-on documents in Logistics, in the Project System. Choose Logistics → Project System → Progress→ Confirmation → Individual Confirmation → Display.
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3 Transfer to Plant Maintenance
3-1 From the initial screen, choose Human Resources → Time Management → Time Sheet → Transfer → Plant Maintenance/Customer Service → Transfer. Enter personnel number 500019## and deselect the Test run option.
3-2 Checking the transferred data in the time sheet: Call the data entry screen for the time sheet with profile CATS##2 for employee 500019##. Select a cell containing transferred times by double-clicking on it, choose Follow-on documents, then double-click to branch to the target component. You can view the transferred data there.
3-3 You can also view the follow-on documents in Plant Maintenance. Choose Logistics → Plant Maintenance → Maintenance Processing → Completion Confirmation → Display → Completion Confirmation.
4 Transfer to Controlling
4-1 From the initial screen, choose Human Resources → Time Management → Time Sheet → Transfer → Accounting. Enter personnel number 500019##.
4-2 Use the Follow-on documents function in the time sheet to check the transferred data.
4-3 You can also view the follow-on documents in Cost Center Accounting. Choose Accounting → Controlling → Cost Center Accounting → Actual Postings → Activity Allocation → Display.
5 Transfer to External Services Management
5-1 From the initial screen, choose Human Resources → Time Management → Time Sheet → Transfer → External Services. Enter personnel number 500018##.
5-2 Use the Follow-on documents function in the time sheet to check the transferred data.
5-3 You can also view the follow-on documents in Materials Management. Choose Logistics → Materials Management → Service Entry Sheet → List Analyses → For Purchase Order.
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© SAP AG CA500 7-1
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Cost Determination and Cost Assignment
The different ways of determining and assigning personnel costs within the framework of the Cross-Application Time Sheet
Contents
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Cost Determination and Cost Assignment:Unit Objectives
At the conclusion of this unit, you will be able to
Explain how valuation and activity allocation can be carried out for hours from the time sheet
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© SAP AG CA500 7-3
SAP AG 1999
Cost Determination and Cost Assignment:Business Scenario
You want the hours that you enter in the Cross-Application Time Sheet to be valuated, and assigned with reference to their source
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© SAP AG CA500 7-4
SAP AG 1999
Course Overview Diagram
Course Overview
Introduction to the Cross-Application Time Sheet
Mini Master for CATS
Configuration of the Data Entry Profile
Working with the Cross-Application Time Sheet
Cost Determination and Cost Assignment
CATS Information System
Assigning Authorizations
Transferring the Time Data
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© SAP AG CA500 7-5
SAP AG 1999
Determining Actual Costs
8.00
8 hours (CATS)What type of work?Valuation?
Plan activity price
Activity type 20.00 UNI
Cross-ApplicationTime Sheet
SAP enhancement
Price Curr.ATyp
1410
The time sheet does not valuate the working times. It cannot determine if the working times are regular hours, overtime, work on a public holiday or work paid at a higher rate.
The working times are valuated in Controlling. Either you transfer the data directly to CO or the data is transferred indirectly as a result of confirmations in PS, PM, or CS.
There are three different ways of determining the costs:
Determining costs using the plan activity price of an activity type
Assigning the activity price using the time sheet
Determining the activity price using an SAP enhancement
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© SAP AG CA500 7-6
SAP AG 1999
Determining Costs Using the Plan Activity Price of an Activity Type
6.00
2.00
Reg.
O/T
ATyp
Different activity prices forregular work and overtimeusing different activity typesReg. hrs 10 UNI, O/T 15 UNI per hour
8 hours (CATS)What type of work?Valuation?
Plan activity priceActivity type
Working times are valuated according to the plan activity price assigned to the activity type.
The actual costs are determined using the plan activity price of the activity type.
Working times of different categories (for example, regular hours, overtime) can be valuated differently in Controlling if you assign them to different activity types.
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© SAP AG CA500 7-7
SAP AG 1999
Assigning the Activity Price Using the Time Sheet
8.00
Time sheet
22.00 UNI
Price Curr.ATyp
1410 8.00
Determining a different activity price for an activity type using the time sheetExample:22.00 UNI per hour instead of 15.00 UNI
8 hours (CATS)What type of work?Valuation?
If you require special activity prices for individual employees on particular days, you can enter these special prices in the time sheet.
In the time sheet, you can assign a special activity price to an activity type according to your requirements. The activity type is assigned to a new activity price for this particular case.
If you want to use this option, the Activity type, Price, and Currency fields must be shown on the time sheet.
The new activity price is transferred in the form of a delta posting difference.
This results in variances between the evaluation based on the new activity price and the evaluation based on the plan activity price in CO. These variances are output in CO.
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© SAP AG CA500 7-8
SAP AG 1999
Determining the Activity Price Using an SAP Enhancement
SAP enhancement
8.00
8 hours (CATS)What type of work?Valuation?
22.00 UNI
Price Curr.ATyp
1410 8.00
If you want to change the activity price calculation based on your own criteria, you can use the SAP enhancement CATS0002.
The process for calculating the activity price using SAP enhancement CATS0002 is similar to that for the previous variant. However, instead of entering the activity price directly in the time sheet, the price is calculated using an SAP enhancement. This enables you to set up your own method for calculating the actual activity price you want to be used, as a background job.
This results in variances between the evaluation based on the new activity price and the evaluation based on the plan activity price in CO. These variances are output in CO.
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© SAP AG CA500 7-9
SAP AG 1999
Assignment of Personnel Costs to the Master Cost Center
Master cost center
Costs from Payroll
HR
Sender cost center Receiver object
CATS
Postings in CO:Master cost center: Debited with actual costs from Payroll
Sender cost center: Credited by activity allocation from CATS
Receiver object: Debited by activity allocation from CATS
An activity allocation is entered
Problem: - The receiver of an activity is not debited with the actual costs- The sender cost center is possibly not the master cost center
Normally, personnel costs are assigned to an employee's master cost center. This is usually the case if an employee works for his or her master cost center. Personnel costs are primary costs.
An employee may, for example, spend some of his or her working time processing a sales order. In this case, the resulting costs are allocated internally. An activity allocation is performed in Controlling between the sender of the activity (in this example the master cost center) and the receiver (the sales order). The allocated costs are secondary costs. They are determined based on the hours worked and the activity price.
This can have the undesirable effect that the calculated secondary costs do not correspond to the primary costs from the master cost center.
The same employee may not, however, process the sales order for his or her master cost center but for a different cost center. The result is an additional imbalance in cost accounting because the costs are not allocated between the master and sender cost center.
For these special cases, the Cross-Application Time Sheet offers three additional scenarios. You can set them up in your data entry profile. To use these scenarios, you must transfer data from the time sheet to Human Resources and implement HR Payroll.
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© SAP AG CA500 7-10
SAP AG 1999
Assignment of Personnel Costs to the Receiver Object
Receiver object
HR
The receiver object is entered for transfer to HR
CATS
Postings in CO:
Master cost center: --
Sender cost center: --
Receiver object: Debited with actual costs from Payroll
Receiver object
Costs from Payroll
You use this data entry scenario to assign the personnel costs for the working times recorded in the time sheet to the receiver object. The costs are assigned when the payroll results are transferred to Controlling.
You would use this scenario if you:
Want the receiver object to be debited with the personnel costs
Do not perform activity allocation
This scenario makes use of the option in Human Resources that enables you to enter cost assignment specifications when processing attendances, absences, or employee remuneration information.
One of the following receiver account assignment objects must be set up in the field selection for the relevant data entry profile, and its corresponding field in the time sheet must be filled: Cost center, WBS element, order, sales order, network number, cost object, business process.
The assignment of primary costs to the receiver object must be permitted.
You must not perform activity allocation, that is, you must not enter a sender cost center and activity type.
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© SAP AG CA500 7-11
SAP AG 2003
Assignment of Personnel Costs to the Sender
Sender cost center
HR
Sender cost center Receiver object
CATS
Postings in CO:
Master cost center: --
Sender cost center: Debited with actual costs from PayrollCredited by activity allocation from CATS
Receiver object: Debited by activity allocation from CATS
An activity allocation is enteredCosts from
Payroll
You use this data entry scenario to assign the personnel costs for the working times recorded in the time sheet to the sender cost center. The costs are assigned when the payroll results are transferred to Controlling. In addition, activity allocation is performed.
This scenario also makes use of the option in HR Time Management that enables you to enter cost assignment specifications when processing attendances, absences, or employee remuneration information.
The assignment of primary costs to the sender cost center must be permitted.
In HR you have the option of assigning an account directly to the activity type. This means that you have the option in Controlling of linking the cost assignment and the activity allocation.
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© SAP AG CA500 7-12
SAP AG 1999
Activity Allocation Between Master Cost Center and Sender
CATS
Postings in CO:
Master cost center: Debited with actual costs from PayrollCredited by generated activity allocation from CATS
Sender cost center: Debited by generated activity allocation from CATSCredited by entered activity allocation from CATS
Receiver object: Debited by entered activity allocation from CATS
Sender cost center Receiver object
An activity allocation is entered
A 2nd activity allocation is generated
Master cost center Sender cost centerMaster cost center
HRCosts from
Payroll
Master activity type
You use this data entry scenario to assign the personnel costs for the working times recorded in the time sheet to the master cost center. The costs are assigned when the payroll results are transferred to Controlling. Activity allocation is performed between the sender cost center and the receiver object.
If the sender cost center is not the employee's master cost center, or if the sender is a business process, an additional activity allocation is generated between the employee's master cost center and the sender object.
The employee's master activity type must be stored in the Time Sheet Defaults infotype (0315). The master activity type contains the average activity price that is calculated when the employee performs an activity. The master activity type is filled in the background and cannot be edited in the time sheet. The master activity type must be scheduled for the master cost center.
In HR you have the option of assigning an account directly to the activity type. This means that you have the option in Controlling of linking the cost assignment and the activity allocation.
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© SAP AG CA500 7-13
SAP AG 2003
Data Entry Profile: Cost Accounting Variant
Cost Accounting Variant
Assignment of personnel costs to the master cost center
Assignment of personnel costs to the receiver object
Assignment of Personnel Costs to the Sender
Activity allocation between master cost center and sender
Account assignment to activity type
When you set up your data entry profile in Customizing, you can select which cost accounting variant you want to use. Below is a summary of the variants: Assignment of personnel costs to the master cost center: In this scenario the employee's master cost
center is debited with the personnel costs. The costs are not allocated between the master cost center and the receiver object or sender cost center of an activity. This standard scenario is used if you do not use SAP Payroll.
Assignment of personnel costs to the receiver object: In this scenario you assign the personnel costs for the recorded working times to the receiver object of an activity. You would use this scenario if you do not perform activity allocation. This scenario corresponds to entering cost assignment information in Time Management.
Assignment of personnel costs to the sender: The personnel costs are assigned to the sender cost center or the sender business process of the activity. In addition, activity allocation is performed. This scenario corresponds to entering activity allocation information in Time Management.
Activity allocation between master cost center and sender: The personnel costs are assigned to the employee's master cost center. Activity allocation is performed. If the sender of an activity allocation is a business process or a cost center other than the employee's master cost center, an additional activity allocation is performed between the sender and the employee's master cost center.
Account assignment to activity type: Enables a link to be established in Controlling between the cost assignment and activity allocations. Account assignment to an activity type is possible if you use the last two scenarios described above. Note: You have to customize Time Management so that the Activity Type field COBL-LSTAR is shown.
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© SAP AG CA500 7-14
SAP AG 1999
Cost Determination and Cost Assignment:Summary
You can now describe the different options for determining actual costs in the Cross-Application Time Sheet
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© SAP AG CA500 7-15
Data Sheet: Cost Determination and Cost Assignment
Data used in the exercises
Data may vary according to the country
Determining Actual Costs Cost center 4290 Activity type 1420
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© SAP AG CA500 7-16
Exercises
Unit: Cost Determination and Cost Assignment Topic: Cost Assignment
At the conclusion of this exercise, you will be able to:
• Assign actual costs using the Cross-Application Time Sheet
You want the hours that you enter in the Cross-Application Time Sheet to be valuated
1 Use the Cross-Application Time Sheet to determine actual costs. Transfer the attendance data with information on the sender object to Human Resources. Once payroll has run, the personnel costs are assigned to the sender object.
1-1 Create a new data entry profile CATS##5 by copying data entry profile CATS##3.
1-2 You should configure the profile as follows: Data recorded for future periods may be released The data is released and approved automatically The data is transferred to Human Resources in a separate step Personnel costs are assigned to the sender object
1-3 You require the Activity type, Attendance/absence type, Name employee/applicant (CATSFIELDS-ENAME), Personnel number, Receiver order, Sender cost center, and Operation/activity fields.
1-4 Access the time sheet. Use your new data entry profile CATS##5 to enter time data for personnel number 500019##.
1-5 In the Sender cost center and Activity type fields, enter the data provided at the start of the exercises. In the Receiver order field, enter the order you created in Plant Maintenance. For Monday of the current week, enter 4 hours for activity 0010.
1-6 Transfer the data to the Human Resources and Plant Maintenance.
1-7 Use the follow-on documents to check the transferred data in the time sheet.
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© SAP AG CA500 7-17
Solutions
Unit: Cost Determination and Cost Assignment Topic: Determining Actual Costs Using the Cross-Application Time Sheet
1
1-1 Access the Implementation Guide (IMG). Choose Cross-Application Components → Time Sheet → Settings for All User Interfaces→ Time Recording → Set Up Data Entry Profiles. Copy data entry profile CATS##3 and call it CATS##5.
1-2 In the General settings section, select the following options: Release future times Release on saving In the Cost accounting variant section, select the option: Assignment of personnel costs to sender
1-3 In the IMG, choose Cross-Application Components → Time Sheet → Settings for All User Interfaces → Time Recording → Choose Fields. Select Data entry section, choose Influencing, and enter the profile name CATS##5. Hide all the fields except for Attendance/absence type, activity type, Name employee/applicant (CATSFIELDS-ENAME), Operation/activity, Personnel number, Receiver order, and Sender cost center. To do this, select the Input column for the fields you require, and the Hide column for all other fields. Save the data.
1-4 From the initial screen, choose Human Resources → Time Management → Time Sheet → CATS Classic→ → Record Working Times. Enter data entry profile CATS##5 and personnel number 500019## in the corresponding fields. Choose Enter times.
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© SAP AG CA500 7-18
1-5 In the Sender cost center and Activity type fields, enter the data provided at the start of the exercises. In the Receiver order field, enter the order you created in Plant Maintenance. For Monday of the current week, enter 4 hours for activity 0010.
1-6 Transfer the data to the Human Resources and Plant Maintenance. To do this, run the relevant transfer reports for your personnel number 500019##.
1-7 Checking the transferred data in the time sheet: Call the data entry screen for the time sheet with profile CATS##5 for employee 500019##. Select a cell containing transferred times by double-clicking on it, choose Follow-on documents, then double-click to branch to Human Resources. From the screen displaying the attendances, use the Cost assignment function to view information on how the personnel costs for this attendance are assigned once payroll has run.
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© SAP AG CA500 8-1
SAP AG 1999
CATS Information System
Reports for time sheet data
Time leveling
Customizing the standard report screen
Contents
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© SAP AG CA500 8-2
SAP AG 1999
CATS Information System: Unit Objectives
At the conclusion of this unit, you will be able to
Use the Information System for the Cross-Application Time Sheet
Create and store display variants
Use the Time Leveling report
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© SAP AG CA500 8-3
SAP AG 1999
CATS Information System: Business Scenario
You want to evaluate time sheet data based on different criteria.
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© SAP AG CA500 8-4
SAP AG 1999
Course Overview Diagram
Course Overview
Introduction to the Cross-Application Time Sheet
Mini Master for CATS
Configuration of the Data Entry Profile
Working with the Cross-Application Time Sheet
Cost Determination and Cost Assignment
CATS Information System
Assigning Authorizations
Transferring the Time Data
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© SAP AG CA500 8-5
SAP AG 2003
Time Sheet Data: Selection Options
Service ordern hours
Select by personnel numbers or organizational structure
CATS
CATSDB
List
There are two selection procedures available for the RCATS_DISPLAY_ACTIVITIES report to display Time Sheet documents:
Select by personnel number: In this selection procedure, you specify the personnel numbers for which you want to display time sheet data.
Select by time data per organizational structure: In this selection procedure, you specify the organizational unit you want to use to select personnel numbers and their time sheet data.
You can also select according to sender and receiver parameters.
You can also select the time recording scenarios by means of the data sources.
The RCATSXT_DISPLAY_ACTIVITIES report is used to display working times and activities.
The RCATSXT_DISPLAY_ACTIVITY_DTL report can display detailed information about working times and activities.
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© SAP AG CA500 8-6
SAP AG 2003
Functions on the Output List Screen
Display total
Set filter
Find
Subtotals
Detail
Sort
Select layout
ExportChange display
Document flow
On the output list screen, the following functions are available:
Sort one or more columns ascending or descending
Print data
Find data
Display records in detail
Display document flow
Set filter to reduce the volume of data displayed at once (for example, the data for one personnel number only)
Show and hide fields (using the layout)
Calculate totals
Calculate subtotals (for example, total hours per week and cost center)
You can make these settings on the output list screen. You can save changes in the layout so that they are available the next time you call the report.
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© SAP AG CA500 8-7
SAP AG 2003
Time Leveling
Has the time sheet data been entered fully and correctly?
Too many hours
Too few hours
No hours recorded
E-mail to employee
Time Leveling(RCATSCMP)
Displaytime sheets
Often errors occur when recording working times, or sometimes employees forget to record their working times for several days. You can use the Time Leveling report (RCATSCMP) to find such inconsistencies.
You can decide whether you want to see time sheets in which no times, too few or too many hours have been recorded. You can enter values for comparison directly when you call up the report. You can however also use target hours, for example the planned working time from Human Resources, to determine the comparison values.
You can select employees either based on various organizational criteria or according to whether or not they are required to record their working times in the time sheet (Time Sheet Defaults infotype (0315)).
By selecting a data record in the list display, you can branch to the function to display or maintain the time sheet, depending on your authorization.
You can set up the report to send e-mails automatically to employees whose time data is incorrect. If you want to perform a regular check on the time data recorded for a large number of employees, you can schedule the report to run periodically as a background job and notify your employees in this way. Employees receive the e-mails in their SAP inbox. They must be defined as users in the Communication infotype (0105), subtype 0001.
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© SAP AG CA500 8-8
SAP AG 2003
Display Single Documents
653
864
PS
HR
RCATSBELDocument numbers
Target componentFollow-on documents
Pers.No. Doc. No.
201
402
864
985
Double-clickto display
Each time sheet record is identified by a unique document number. The document number is assigned sequentially by the system when the record has been approved, that is, when it is written to the interface tables. You can display the document number by double clicking on the relevant cell, containing hours or a clock time, in the time sheet.
You can use report Display Single Documents (RCATSBEL) to display documents and follow-on documents in the target components.
The document number of one or more data records is used for the selection.
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© SAP AG CA500 8-9
SAP AG 1999
CATS Information System: Summary
You can use the Information System for the Cross-Application Time Sheet.
You know how to create display variants for the output list
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© SAP AG CA500 8-10
Exercises
Unit: CATS Information System Topic: Running Evaluations
• Using the CATS Information System
You want to evaluate the time data you enter in the Cross-Application Time Sheet according to different criteria. Various options are available in the Information System.
1 Run reports in the time sheet Information System. Generate an evaluation with using time data for your two employees for several months.
1-1 Display the follow-on documents for a line.
1-2 Select a column and sort it in ascending and descending order.
1-3 Filter your data according to values in a column.
1-4 Go to the layout (display variant). Hide some columns. Save the layout (display variant) as Variant ##.
2 Generate another evaluation for the Project department CATS or Plant maintenance CATS organizational unit.
2-1 Run the report using the display variant you have just created.
2-2 Test other options of your choice.
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© SAP AG CA500 8-11
Unit: CATS Information System Topic: Time Leveling
• Check time sheets for incomplete entry of times.
• Correct incomplete time sheets.
You want to supplement your employees' time sheet data with any times they have forgotten to record.
1 Create a new data entry profile CATS##6. You use this profile to record data using the Time Leveling report (RCATSCMP). Copy profile CATS##1 to create the new profile.
1-1 You should configure the profile as follows: Data is released immediately on saving Data recorded for future periods may be released No approval is required for the data Data is transferred immediately to Human Resources No worklist is used
1-2 Choose the fields for your new profile: You require the Attendance/absence type, Name employee/applicant, and Personnel number fields.
2 Execute the Time Leveling report for personnel numbers 500018## and 500019##.
2-1 Run the report for the current week. Select the Select according to target hours and Too few hours recorded options. You want the selection criteria to be applied to each day.
2-2 In the Time settings and Target hours sections, use the settings from data entry profile CATS##6.
2-3 From the report's output list, double-click to call the time sheet for personnel number 500018## or 500019##. Enter the missing times for your employees.
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© SAP AG CA500 8-12
Solutions
Unit: CATS Information System Topic: Running Evaluations
1 Generate an evaluation with using time data for your two employees for several months. Choose Human Resources → Time Management → Time Sheet → Information System → Display Working Times. Enter your personnel numbers as single values in the relevant fields. Run the evaluation.
1-1 Display the follow-on documents for a line. Select a line in the list and choose the Display document flow icon. You can then see the target components.
1-2 Select a column and sort it in ascending and descending order.
1-3 Filter your data according to values in a column. Select a column and choose the Filter icon. Enter a suitable value. You can do this for the Number column, for example.
1-4 Access the Change layout function. Show and hide some of the fields. Save the variant as Variant ##.
2 Generate an evaluation with using time data for your two employees for several months. Choose Human Resources → Time Management → Time Sheet → Information System → Display Time Sheet Data. Use the organizational structure to select the organizational unit Project department CATS or Plant maintenance CATS.
2-1 Enter your Variant ## as the display variant. Run the evaluation.
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Unit: CATS Information System Topic: Time Leveling
1 Create a new data entry profile CATS##6. You use this profile to record data using the
Time Leveling report (RCATSCMP). Copy profile CATS##1 to create the new profile.
1-1 You should configure the profile as follows: Release on saving Release future times Immediate transfer to HR
1-2 In the IMG, choose Cross-Application Components → Time Sheet → Settings for All User Interfaces→ Time Recording → Choose Fields.
Select Data entry section, choose Influencing, and enter the profile name CATS##6.
Hide all the fields except for Attendance/absence type, Name employee/applicant, and Personnel number. To do this, select the Input column for the fields you require, and the Hide column for all other fields. Save the data.
1-3 Choose the fields for your new profile: You require the Attendance/absence type, Name employee/applicant, and Personnel number fields.
2 Execute the Time Leveling report for personnel numbers 500018## and 500019##.
2-1 From the initial screen, choose Human Resources → Time Management → Time Sheet → Information System → Time Leveling. Run the report for the current week. Select the Select according to target hours and Too few hours recorded options.
2-2 In the Time settings and Target hours sections, use the settings from data entry profile CATS##6. Choose Execute.
2-3 From the report's output list, double-click to call the time sheet for personnel number 500018## or 500019##. Enter the missing times for your employees.
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SAP AG 1999
Assigning Authorizations
General aspects of using authorizations for theCross-Application Time Sheet
Special authorizations for the time sheetDisplaying and entering time data using data entry profiles
Displaying and approving time data using Cross-Application Time Sheet reports
Contents:
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SAP AG 1999
Assigning Authorizations: Unit Objectives
At the conclusion of this unit, you will be able to
Describe the general concepts of authorization administration as used in the Cross-Application Time Sheet
Identify the special authorizations for the Cross-Application Time Sheet
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SAP AG 1999
Assigning Authorizations: Business Scenario
In the "Fine Belgian Chocolates" company, you have the task of setting up authorizations for various Cross-Application Time Sheet users
Some employees are only permitted to enter time data, others are permitted to approve data, and so on
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Course Overview Diagram
Course Overview
Introduction to the Cross-Application Time Sheet
Mini Master for CATS
Configuration of the Data Entry Profile
Working with the Cross-Application Time Sheet
Cost Determination and Cost Assignment
CATS Information System
Assigning Authorizations
Transferring the Time Data
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© SAP AG CA500 9-5
SAP AG 2003
Authorizations: General Concept
Users
Authorization profile
Authorization
Value
Field Value
Field
Authorizations
Authorization profileAuthorizations
Authorization object
Special authorization checks are required for employees who maintain personal data in the Cross-Application Time Sheet.
The SAP authorization concept is based on authorization objects, which are classified according to R/3 applications. Authorization objects are defined by SAP.
The authorization objects can contain up to 10 fields. Authorizations are defined with reference to an authorization object. An authorization is defined by assigning values to the individual fields of the authorization object. By assigning these values, you determine what tasks a user is allowed to perform. Within an authorization object, the values are linked to each other by means of an AND operation.
You group several authorizations into authorization profiles. These authorization profiles can then be assigned to users. This allows you to minimize the work involved in assigning authorizations to users.
When authorization checks are performed in the SAP System, the system checks, for one or more authorization objects, whether the user's authorization contains the values required to perform the current task.
Note: You can use a special tool, the "Profile Generator", to set up your authorizations and authorization profiles. The Profile Generator is integrated in the role maintenance function, which you access by choosing Tools -> Administration -> User Maintenance -> Role Administration -> Roles from the SAP menu.
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© SAP AG CA500 9-6
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Overview: CATS Authorizations
Time data entry
Approval
Display in reports
Transactions
Other applications
Users who work with the Cross-Application Time Sheet require several special authorizations, for:
Cross-Application Time Sheet transactions
Access to master data from Human Resources to be able to create, change, and display the mini master
Entering or displaying time sheet data
Approving time data and displaying time sheet data in reports
Access to the necessary data in the target components (authorizations specific to that component)
The CATS authorization concept is based on the one used in Human Resources, with the exception of the authorizations required for the target components and the authorizations for starting transactions.
In Human Resources, an authorization check is performed to see whether a user has authorization to display, change, or approve certain infotypes. If an infotype is subdivided into subtypes, a user's authorization can be checked on this level too.
In HR, authorizations can be assigned according to organizational criteria or specifically within a user's own data. If you assign authorizations to a user's own data, a user ID must have been entered for the employee in the Communication infotype (0105). In addition, the authorization check must have been activated in Customizing (IMG: Personnel Management -> Personnel Administration -> Tools -> Authorization Management -> Maintain Authorization Main Switches)
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© SAP AG CA500 9-7
SAP AG 2003
Authorizations for the HR Mini Master
Field Value
Authorization level
Infotype
Interpretation of assigned personnel number
Subtype
R
0001, 0002,0007, 0315
I
*
Read records
Permitted operations:
Own personnel number only
Infotypes
Object: HR master data - personnel no. check
Above is an example of how you can set up authorization for an employee who is to record his or her data using the Cross-Application Time Sheet. To perform this task, he or she must also be authorized to read certain data from his or her HR master data. In this example, the following authorization object was used: HR master data - personnel no. check
This authorization allows the employee to read his or her own data from the Organizational Assignment (0001), Personal Data (0002), Planned Working Time (0007) and Time Sheet Defaults (0315) infotypes.
If you want an administrator to maintain the time sheet for several employees, do not use the HR master data - personnel no. check authorization object. Instead use the authorization object HR master data and make the relevant specifications. You can restrict the authorization further based on organizational criteria (for example, the user is only permitted to maintain data for employee subgroup "Salaried staff - US").
Employees who set up a mini master for colleagues working with CATS require authorization for maintaining the infotypes listed above (authorization level "D") and additionally for the Actions (0000) infotype, subtype CATS Mini Master.
The above authorization does not include authorization for maintaining time sheet data but is a necessary prerequisite for this.
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© SAP AG CA500 9-8
SAP AG 1999
Special Authorizations for CATS
Specialauthorizationsfor CATS
Infotype 0316Data entry in the time sheet
Infotype 0328Approval / Reporting
CATS data entry screen
Approval
Two dummy infotypes have been created specially for the Cross-Application Time Sheet that are not available in Human Resources. They are dummy infotypes, which means they do not actually exist in the system (as a database table, program, and so on). They are only required for assigning CATS authorizations in that authorization for an infotype is interpreted as authorization for a specific function in the Cross-Application Time Sheet.
The Cross-Application Time Sheet uses
Infotype 0316 for authorization to work with the time sheet:
- Displaying data (authorization level R)
- Entering and releasing data (authorization level E)
Infotype 0328 for authorization to
- Approve data (authorization level D)
- Reporting (authorization level R)
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© SAP AG CA500 9-9
SAP AG 2003
Special CATS Authorizations: Infotype 0316
Field Value
Authorization level
Infotype
Interpretation of assigned personnel number
Subtype
E, R
0316
I
0001
Read records and writelocked records
Permitted operations:
Own personnel number only
Use data entry profiles in profile authorization group 0001 only
Object: HR master data - personnel no. check
Above is an example of how you can set up authorization for an employee.
This authorization allows the employee to display and maintain his or her own data in the time sheet, as long as he or she uses data entry profiles from the profile authorization group 0001 (subtype).
If you want an administrator to be able to maintain the time sheet for several employees, do not use the HR master data - personnel no. check authorization object. Instead use the authorization object HR master data and make the relevant specifications. You can restrict the authorization further based on organizational criteria (for example, the user is only permitted to maintain data for employee subgroup "Salaried staff - US").
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© SAP AG CA500 9-10
SAP AG 1999
Special CATS Authorizations: Infotype 0328
Authorization level
Infotype
Personnel area
Subtype
D
0328
*
*
Maintain lock indicators
Permitted operations:
For employee data
regardless of their
organizational assignment
(approval of data)
Object: HR master data
Employee group
Employee subgroup
Organizational key
*
*
*
Field Value
The graphic shows the specifications for authorization to approve time sheet data ("Maintain lock indicator") without any further organizational restrictions.
If you want to assign authorization for running reports on the time sheet data of all employees, use authorization level "R" instead of "D".
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Special CATS Authorizations: Transactions
Transaction code CAT3, CAT2 Call the time sheet to display and maintain data
Permitted operations:
Object: Authorization check for starting transaction(Object class: Cross-application authorization objects)
Field Value
Ensure that your authorization concept includes the various Cross-Application Time Sheet transactions.
The authorization object Check transaction code at transaction start (in the Cross-application authorization objects class) allows you to restrict access to transactions in the R/3 System.
Examples of Cross-Application Time Sheet transactions:
- CAT2 CATS initial screen and data entry view (Change)
- CAT3 CATS initial screen and data entry view (Display)
- CAT4 * Approve times
- CAT5-7 Transfer to Project System, Human Resources, and Controlling
- CAT8 Time Sheet documents and follow-on documents
- CAT9 Transfer to Plant Maintenance or Customer Service
- CADO * Report: Time sheet data using personnel number
- CAOR * Report: Time sheet data using organizational structure
- CATS_DA Display working times
- CATS_APPR_LITE Approve working times
* These transactions are no longer listed in the SAP Easy Access menu, but can still be used.
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© SAP AG CA500 9-12
SAP AG 1999
Assigning Authorizations: Summary
You can describe the general concepts ofauthorization administration for theCross-Application Time Sheet
You can identify special authorizations for the time sheet
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© SAP AG CA500 10-1
SAP AG 1999
Appendix
Employee Self-Service for CATS
Application Link Enabling and CATS
SAP enhancements for CATS
Contents
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© SAP AG CA500 10-2
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Employee Self-Service for CATS
Web Server
Internet Browser
SAPECC
ESS
mployeeelf-ervice
"Employee Self-Service" (ESS) is a concept that allows employees to maintain some of their own personal data using their company's intranet.
The intranet communicates in the background with the SAP system using the Internet Transaction Server (ITS). This enables employees to access up-to-date data and for the data they enter to be posted to the system without delay. This version is superseded as of mySAP ERP 2004 (SAP ECC 5.0).
There is an ESS service for recording working times in the Cross-Application Time Sheet. Almost all the functions available when recording times directly in the SAP system are also available as part of this ESS service.
The new version of the ESS application for the Cross-Application Time Sheet offers the following additional functions: On the data entry screen, employees can quickly choose the required period by highlighting it in the
calendar. The calendar provides an overview of days on which they have entered too much or not enough time and of unreleased and rejected data records.
In the details for a data record, employees can enter or display the following information: - They can enter an explanatory text - They can display the rejection reason and document number
The new ESS version uses the same master and transaction data as the old version. You do not, therefore, have to migrate any data.
You set up the new Employee Self-Service application in the Implementation Guide for Cross-Application Components -> Time Sheet -> Specific Settings for CATS regular -> CATS regular.
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Separate HR System
Logistics,Controlling
CATSCATSHuman ResourcesDistribution ofHR master data
andtime data
Checksusing BAPIs
Asynchronoustransfer of
recorded time data
Checks ondistributed data
You can also use the Cross-Application Time Sheet in systems with distributed R/3 components.
Due to the similar nature of time sheet data and operative data in Logistics, you should implement the Cross-Application Time Sheet in the current Logistics system.
If you implement the Cross-Application Time Sheet in the Logistics system, you must still be able to access relevant HR master data. The Application Link Enabling (ALE) business process Set Up Distribution of HR Master Data and Organizational Data allows you to distribute HR master data from Human Resources to the Logistics system.
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SAP Enhancements
Standardcontrol
Representingcustomer-specificrequirements using SAP enhancements
Representingcustomer-specificrequirements using SAP enhancements
Cross-ApplicationTime Sheet
If you have your own specific requirements which you want to integrate in the Cross-Application Time Sheet, you can use the SAP enhancements available for certain areas. SAP enhancements enable you to customize the Cross-Application Time Sheet according to your requirements without you needing to modify SAP programs. The enhancements are called up at predefined points in the SAP programs. Knowledge of the ABAP Workbench is a prerequisite for using SAP enhancements.
You can find the SAP enhancements in Customizing for the Time Sheet.
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SAP Enhancement CATP0001
*"*"Local interface:*" IMPORTING*" VALUE(SAP_PERNR) LIKE P0001-PERNR*" VALUE(SAP_BEGDA) LIKE SY-DATUM*" VALUE(SAP_ENDDA) LIKE SY-DATUM*" VALUE(SAP_TIMETYPE) LIKE T555A-ZTART*" VALUE(SAP_SUBHRTIMES) LIKE RPTXXXXX-KR_FELD7*" VALUE(SAP_ADDOVERTIME) LIKE RPTXXXXX-KR_FELD7*" EXPORTING*" REFERENCE(SAP_TARGET_HOURS) TYPE*" CATS_HOURS_PER_DAY_TAB*" EXCEPTIONS*" NO_TARGETHOURS_DETERMINED
Determine target hours
You can use SAP enhancement CATP0001 to determine target hours according to your requirements. To do this, you can use the specifications made in the Time type target hours, Sub. HR hours, and Add overtime fields in the data entry profile.
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"*"Local interface:*" IMPORTING*" VALUE(SAP_TCATS) LIKE TCATS STRUCTURE TCATS*" VALUE(SAP_PERNR) LIKE CATSFIELDS-PERNR*" VALUE(SAP_DATELEFT) LIKE CATSFIELDS-DATELEFT*" VALUE(SAP_DATERIGHT) LIKE CATSFIELDS-DATERIGHT*" VALUE(SAP_DATEFROM) LIKE CATSFIELDS-DATEFROM OPTIONAL*" VALUE(SAP_DATETO) LIKE CATSFIELDS-DATETO OPTIONAL*" TABLES*" SAP_ICATSW STRUCTURE CATSW*" SAP_ICATSW_FIX STRUCTURE CATSW OPTIONAL
"*"Local interface:*" IMPORTING*" VALUE(SAP_TCATS) LIKE TCATS STRUCTURE TCATS*" VALUE(SAP_PERNR) LIKE CATSFIELDS-PERNR*" VALUE(SAP_DATELEFT) LIKE CATSFIELDS-DATELEFT*" VALUE(SAP_DATERIGHT) LIKE CATSFIELDS-DATERIGHT*" VALUE(SAP_DATEFROM) LIKE CATSFIELDS-DATEFROM OPTIONAL*" VALUE(SAP_DATETO) LIKE CATSFIELDS-DATETO OPTIONAL*" TABLES*" SAP_ICATSW STRUCTURE CATSW*" SAP_ICATSW_FIX STRUCTURE CATSW OPTIONAL
SAP Enhancement CATS0001
Set up worklist
You can use SAP enhancement CATS0001 to structure the content of the worklist according to your requirements.
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*"*"Local interface:*" IMPORTING*" VALUE(FIELDS) LIKE CATS_COMM STRUCTURE CATS_COMM*" VALUE(SAP_TCATS) LIKE TCATS STRUCTURE TCATS OPTIONAL*" VALUE(OLD_DATA) TYPE BOOLEAN OPTIONAL*" TABLES*" I_MESSAGES STRUCTURE CATS_MESG
*"*"Local interface:*" IMPORTING*" VALUE(FIELDS) LIKE CATS_COMM STRUCTURE CATS_COMM*" VALUE(SAP_TCATS) LIKE TCATS STRUCTURE TCATS OPTIONAL*" VALUE(OLD_DATA) TYPE BOOLEAN OPTIONAL*" TABLES*" I_MESSAGES STRUCTURE CATS_MESG
*"*"Local interface:*" IMPORTING*" VALUE(SAP_TCATS) LIKE TCATS STRUCTURE TCATS OPTIONAL*" TABLES*" ENRICH_TABLE STRUCTURE CATS_COMM
*"*"Local interface:*" IMPORTING*" VALUE(SAP_TCATS) LIKE TCATS STRUCTURE TCATS OPTIONAL*" TABLES*" ENRICH_TABLE STRUCTURE CATS_COMM
SAP Enhancements CATS0002 and CATS0003
CATS0002: Supplement recorded data
CATS0003: Validate recorded data
You can use the SAP enhancement CATS0002 to supplement data that has been recorded using the Cross-Application Time Sheet.
The internal table ENRICH_TABLE is used to communicate with the SAP System. This table always contains one record when the enhancement is called. You can change the content of this record and then return it to the standard program using the internal table ENRICH_TABLE.
You can use the SAP enhancement CATS0003 to validate recorded data according to your requirements. The validations are performed for one cell (one entry by one person for one day).
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SAP Enhancement CATS0004
*"*"Local interface:*" IMPORTING*" VALUE(DYNNR) LIKE SY-DYNNR*" VALUE(TCATS) LIKE TCATS STRUCTURE TCATS*" VALUE(MODE) LIKE TC10-TRTYP*" VALUE(PERNO) LIKE CATSDB-PERNR OPTIONAL*" TABLES*" T_CUAFC STRUCTURE CUAFCODE
*"*"Local interface:*" IMPORTING*" VALUE(DYNNR) LIKE SY-DYNNR*" VALUE(TCATS) LIKE TCATS STRUCTURE TCATS*" VALUE(MODE) LIKE TC10-TRTYP*" VALUE(PERNO) LIKE CATSDB-PERNR OPTIONAL*" TABLES*" T_CUAFC STRUCTURE CUAFCODE
Deactivate functions in the user interface
You can use SAP enhancement CATS0004 to hide function codes in the CATS transactions.
The data entry profile and its current settings (TCATS) and the personnel number are transferred to the interface along with the screen number and the processing mode.
You can add function codes to table T_CUAFC (with or without using the transferred information). These function codes are then deactivated in the user interface.
You can find out the names of the function codes using the Menu Painter transaction (SE41). The program name for CATS is SAPLCATS. You can display an overview of all statuses existing for the program using the Status list function. By selecting a status from the list, you access the status details and can view the internal descriptions for the function codes
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*"*"Local interface:*" IMPORTING*" VALUE(FIELDS) LIKE CATS_COMM STRUCTURE CATS_COMM*" VALUE(DISPLAY)*" VALUE(SAP_TCATS) LIKE TCATS STRUCTURE TCATS OPTIONAL
*"*"Local interface:*" IMPORTING*" VALUE(FIELDS) LIKE CATS_COMM STRUCTURE CATS_COMM*" VALUE(DISPLAY)*" VALUE(SAP_TCATS) LIKE TCATS STRUCTURE TCATS OPTIONAL
SAP Enhancement CATS0005
Customer field enhancements
Function enhancement: Accept data when dialog box is called
Function enhancement: Return data to the calling program
Menu enhancement: Include an additional function in the CATS interface
Define additional fields in the customer include CI_CATSDB
Screen enhancement: Create a dialog box
Optional:
*"*"Local interface:*" IMPORTING*" VALUE(SAP_TCATS) LIKE TCATS STRUCTURE TCATS OPTIONAL*" EXPORTING*" VALUE(FIELDS) LIKE CATS_COMM STRUCTURE CATS_COMM
*"*"Local interface:*" IMPORTING*" VALUE(SAP_TCATS) LIKE TCATS STRUCTURE TCATS OPTIONAL*" EXPORTING*" VALUE(FIELDS) LIKE CATS_COMM STRUCTURE CATS_COMM
You can use SAP enhancement CATS0005 to define customer-specific fields and integrate them in the time sheet.
In addition, you have the option of including a new function in the menu, which calls a dialog box that allows you to fill and validate the new fields, for example.
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*"*"Local interface:*" IMPORTING*" VALUE(DATEFROM) LIKE CATSFIELDS-DATEFROM*" VALUE(DATETO) LIKE CATSFIELDS-DATETO*" VALUE(SAP_TCATS) LIKE TCATS STRUCTURE TCATS OPTIONAL*" TABLES*" CHECK_TABLE STRUCTURE CATS_COMM*" I_MESSAGES STRUCTURE CATS_MESG
*"*"Local interface:*" IMPORTING*" VALUE(DATEFROM) LIKE CATSFIELDS-DATEFROM*" VALUE(DATETO) LIKE CATSFIELDS-DATETO*" VALUE(SAP_TCATS) LIKE TCATS STRUCTURE TCATS OPTIONAL*" TABLES*" CHECK_TABLE STRUCTURE CATS_COMM*" I_MESSAGES STRUCTURE CATS_MESG
SAP Enhancement CATS0006
Validate entire time sheet
You can use the SAP enhancement CATS0006 to validate recorded data according to your requirements. Validity checks are performed for the entire time sheet. The validity check is called automatically when users save data or when they scroll forwards or backwards to change the current data entry period. The validity check can also be called via a function key.
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SAP Enhancement CATS0007
Subscreen on initial screen
Screen enhancement: Define a screen
You can use SAP enhancement CATS0007 to show additional fields on the initial screen. To do this, you define subscreen SAPLCATS 2000.
Note that you can only use this enhancement to display fields. You do not have the option of using these fields in selection.
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SAP AG 2003
*"*"Local interface:*" IMPORTING*" VALUE(SAP_TCATS) LIKE TCATS STRUCTURE TCATS*" VALUE(SAP_PERNR) LIKE CATSFIELDS-PERNR*" EXPORTING*" VALUE(POSITION) LIKE AFRU_WF-AGNT_POSIT*" VALUE(USER) LIKE AFRU_WF-AGNT_USER*" VALUE(WORKCENTER) LIKE AFRU_WF-AGNT_PLACE*" VALUE(JOB) LIKE AFRU_WF-AGNT_JOB*" VALUE(UNIT) LIKE AFRU_WF-AGNT_ORGUN*" VALUE(AGENT) LIKE AFRU_WF-AGNT_OBJID*" VALUE(SCREEN_DARK) LIKE RC27X-FLG_SEL*" TABLES*" SAP_ICATSDB STRUCTURE CATSDBCOMM*" SAP_AGENTS STRUCTURE SWHACTOR
*"*"Local interface:*" IMPORTING*" VALUE(SAP_TCATS) LIKE TCATS STRUCTURE TCATS*" VALUE(SAP_PERNR) LIKE CATSFIELDS-PERNR*" EXPORTING*" VALUE(POSITION) LIKE AFRU_WF-AGNT_POSIT*" VALUE(USER) LIKE AFRU_WF-AGNT_USER*" VALUE(WORKCENTER) LIKE AFRU_WF-AGNT_PLACE*" VALUE(JOB) LIKE AFRU_WF-AGNT_JOB*" VALUE(UNIT) LIKE AFRU_WF-AGNT_ORGUN*" VALUE(AGENT) LIKE AFRU_WF-AGNT_OBJID*" VALUE(SCREEN_DARK) LIKE RC27X-FLG_SEL*" TABLES*" SAP_ICATSDB STRUCTURE CATSDBCOMM*" SAP_AGENTS STRUCTURE SWHACTOR
SAP Enhancement CATS0008
Determine workflow recipients for approval
You can use SAP enhancement CATS0008 to set up how the recipient of the approval workflow is determined and how the data is processed once it has been released and saved in the time sheet.
The meaning of the fields in the interface is described in detail in the online documentation for the enhancement.
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© SAP AG CA500 10-13
SAP AG 1999
SAP Enhancements CATS0009 and CATS0010
*"*"Local interface:*" IMPORTING*" VALUE(TCATS_IMP) LIKE TCATS STRUCTURE TCATS*" VALUE(CATSD_IMP) LIKE CATSD_EXT STRUCTURE CATSD_EXT*" VALUE(DISPTEXT1_IMP) LIKE CATSFIELDS-DISPTEXT1*" VALUE(DISPTEXT2_IMP) LIKE CATSFIELDS-DISPTEXT2*" EXPORTING*" VALUE(DISPTEXT1_EXP) LIKE CATSFIELDS-DISPTEXT1*" VALUE(DISPTEXT2_EXP) LIKE CATSFIELDS-DISPTEXT2
*"*"Local interface:*" IMPORTING*" VALUE(TCATS_IMP) LIKE TCATS STRUCTURE TCATS*" VALUE(CATSD_IMP) LIKE CATSD_EXT STRUCTURE CATSD_EXT*" VALUE(DISPTEXT1_IMP) LIKE CATSFIELDS-DISPTEXT1*" VALUE(DISPTEXT2_IMP) LIKE CATSFIELDS-DISPTEXT2*" EXPORTING*" VALUE(DISPTEXT1_EXP) LIKE CATSFIELDS-DISPTEXT1*" VALUE(DISPTEXT2_EXP) LIKE CATSFIELDS-DISPTEXT2
Customer-specific text fields in the data entry section
*"*"Local interface:*" IMPORTING*" VALUE(TCATS_IMP) LIKE TCATS STRUCTURE TCATS*" VALUE(CATSW_IMP) LIKE CATSW STRUCTURE CATSW*" VALUE(DISPTEXTW1_IMP) LIKE CATSFIELDS-DISPTEXTW1*" VALUE(DISPTEXTW2_IMP) LIKE CATSFIELDS-DISPTEXTW2*" EXPORTING*" VALUE(DISPTEXTW1_EXP) LIKE CATSFIELDS-DISPTEXTW1*" VALUE(DISPTEXTW2_EXP) LIKE CATSFIELDS-DISPTEXTW2
*"*"Local interface:*" IMPORTING*" VALUE(TCATS_IMP) LIKE TCATS STRUCTURE TCATS*" VALUE(CATSW_IMP) LIKE CATSW STRUCTURE CATSW*" VALUE(DISPTEXTW1_IMP) LIKE CATSFIELDS-DISPTEXTW1*" VALUE(DISPTEXTW2_IMP) LIKE CATSFIELDS-DISPTEXTW2*" EXPORTING*" VALUE(DISPTEXTW1_EXP) LIKE CATSFIELDS-DISPTEXTW1*" VALUE(DISPTEXTW2_EXP) LIKE CATSFIELDS-DISPTEXTW2
Customer-specific text fields in the worklist
You can use the SAP enhancement CATS0009 to display customer-specific text fields in the data entry section of the time sheet. To do this, use fields CATSFIELDS-DISPTEXT1 and CATSFIELDS-DISPTEXT2.
You can use the SAP enhancement CATS0010 to display customer-specific text fields in the time sheet worklist. To do this, use fields CATSFIELDS-DISPTEXTW1 and CATSFIELDS-DISPTEXTW2.
The fields are 40 characters long and you can use them to display, for example, the description of a displayed object (for example a WBS element). These fields are for display purposes only. The data contained in them is not saved when you save before leaving the transaction.
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© SAP AG CA500 10-14
SAP AG 1999
SAP Enhancement CATS0011
*"*"Local interface:*" IMPORTING*" VALUE(SAP_FCODE) LIKE SY-UCOMM*" VALUE(SAP_TCATS) LIKE TCATS STRUCTURE TCATS OPTIONAL*" VALUE(SAP_CATSFIELDS) LIKE CATSFIELDS_COMM*" STRUCTURE CATSFIELDS_COMM OPTIONAL*" VALUE(SAP_CATSD) TYPE CATSD_EXT_TAB OPTIONAL*" VALUE(SAP_CATSW) TYPE CATSW_TAB OPTIONAL*" VALUE(SAP_PERNRLIST) TYPE PERNR_LIST_TAB OPTIONAL*" VALUE(SAP_CURSOR_FIELD) TYPE TEXT70 OPTIONAL*" VALUE(SAP_CURSOR_CATSDLINE) LIKE SY-STEPL OPTIONAL
*"*"Local interface:*" IMPORTING*" VALUE(SAP_FCODE) LIKE SY-UCOMM*" VALUE(SAP_TCATS) LIKE TCATS STRUCTURE TCATS OPTIONAL*" VALUE(SAP_CATSFIELDS) LIKE CATSFIELDS_COMM*" STRUCTURE CATSFIELDS_COMM OPTIONAL*" VALUE(SAP_CATSD) TYPE CATSD_EXT_TAB OPTIONAL*" VALUE(SAP_CATSW) TYPE CATSW_TAB OPTIONAL*" VALUE(SAP_PERNRLIST) TYPE PERNR_LIST_TAB OPTIONAL*" VALUE(SAP_CURSOR_FIELD) TYPE TEXT70 OPTIONAL*" VALUE(SAP_CURSOR_CATSDLINE) LIKE SY-STEPL OPTIONAL
Customer functions
6 menu enhancements
Function enhancement
You can use SAP enhancement CATS0011 to include your own functions in the Extras and Environment menus on the data entry screen. You can, for example, display additional data on a person (leave status, flextime balance) in a dialog box.
The internal table SAP_CATSD contains the data from the data entry section. You can use the SAP_CURSOR_FIELD and SAP_CURSOR_CATSDLINE fields to query which field in SAP_CATSD the cursor is positioned in when the function is called.
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© SAP AG CA500 10-15
SAP AG 1999
SAP Enhancement CATS0012
*"*"Local interface:*" IMPORTING*" VALUE(SAP_TCATS) LIKE TCATS STRUCTURE TCATS OPTIONAL*" VALUE(SAP_CATSFIELDS) LIKE CATSFIELDS_COMM*" STRUCTURE CATSFIELDS_COMM OPTIONAL*" VALUE(SAP_PERNRLIST) TYPE PERNR_LIST_TAB OPTIONAL*" EXPORTING*" VALUE(NO_OTHER_HEADER_INFO) TYPE XFELD
*"*"Local interface:*" IMPORTING*" VALUE(SAP_TCATS) LIKE TCATS STRUCTURE TCATS OPTIONAL*" VALUE(SAP_CATSFIELDS) LIKE CATSFIELDS_COMM*" STRUCTURE CATSFIELDS_COMM OPTIONAL*" VALUE(SAP_PERNRLIST) TYPE PERNR_LIST_TAB OPTIONAL*" EXPORTING*" VALUE(NO_OTHER_HEADER_INFO) TYPE XFELD
Subscreen on initial screen
Screen enhancement:
Function enhancement:
You can use SAP enhancement CATS0012 to structure the header of the time sheet or initial screen according to your requirements. You can, for example, base it on the infotype header in HR Time Management (transaction PA61).
To do this, you create subscreen SAPLXCAT 3000. You can use function module EXIT_SAPLCATS_012 to transfer data to the subscreen. If you set the return parameter NO_OTHER_HEADER_INFO to "X", the standard header information is hidden.