Useful Tips in PS Configuration

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12 th December 2008 by Joseph Alexander. S (SAP PS Consultant) I048301 Useful Tips in Project System Configuration (Tools & Accelerator)

Transcript of Useful Tips in PS Configuration

Page 1: Useful Tips in PS Configuration

12th December 2008

by

Joseph Alexander. S(SAP PS Consultant)

I048301

Useful Tips in Project System Configuration(Tools & Accelerator)

Page 2: Useful Tips in PS Configuration

Contents…..

Validation & Substitution – Business Area Determination at WBS element

Topics Covered

Change Document

User Status Management

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Contents…..

Validation & Substitution – Business Area Determination at WBS elementValidation & Substitution – Business Area Determination at WBS element

Topics Covered

Change Document

User Status Management

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2

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Validation & Substitution – Business Area Determination

Business Area is determined based on the Business Area is determined based on the plant and division from Table T134G.plant and division from Table T134G.

As division is not a standard field at WBS As division is not a standard field at WBS element level, customer enhancement field is element level, customer enhancement field is used.used.

Using User Exit in Substitution Rule, Business Using User Exit in Substitution Rule, Business Area is determined based on plant and Area is determined based on plant and division selected in the WBS element.division selected in the WBS element.

Prerequisite:Prerequisite:

1.1.Default dummy Business Area (BA) in Project Default dummy Business Area (BA) in Project Profile as BA is set as mandatory field (@ Profile as BA is set as mandatory field (@ Company Code Level)Company Code Level)

2.2.Using Field Selection at WBS element make Using Field Selection at WBS element make Business Area as display field.Business Area as display field.

3.3. Put BA validation based on Plant & Division Put BA validation based on Plant & Division so that user is thrown out of the transaction, so that user is thrown out of the transaction, when the user tries to change the plant when when the user tries to change the plant when cost is posted to the WBS element (BA could cost is posted to the WBS element (BA could not be changed when cost is posted to the not be changed when cost is posted to the WBS element).WBS element).

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Validation & Substitution – Business Area Determination

Business Area is determined based on the plant Business Area is determined based on the plant and division from Table T134G.and division from Table T134G.

As division is not a standard field at WBS element As division is not a standard field at WBS element level, customer enhancement field is used.level, customer enhancement field is used.

Using User Exit in Substitution Rule, Business Using User Exit in Substitution Rule, Business Area is determined based on plant and division Area is determined based on plant and division selected in the WBS element.selected in the WBS element.

Prerequisite:Prerequisite:

1.1.Default dummy Business Area (BA) in Project Default dummy Business Area (BA) in Project Profile as BA is set as mandatory field (@ Profile as BA is set as mandatory field (@ Company Code Level)Company Code Level)

2.2.Using Field Selection at WBS element make Using Field Selection at WBS element make Business Area as display field.Business Area as display field.

3.3. Put BA validation based on Plant & Division so Put BA validation based on Plant & Division so that user is thrown out of the transaction, when that user is thrown out of the transaction, when the user tries to change the plant when cost is the user tries to change the plant when cost is posted to the WBS element (BA could not be posted to the WBS element (BA could not be changed when cost is posted to the WBS changed when cost is posted to the WBS element).element).

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Contents…..

Validation & Substitution – Business Area Determination at WBS element

Topics Covered

Change DocumentChange Document

User Status Management

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Change Document

Prerequisite for Change Document:

Change Document should be activated in Project Profile

Data element of the field should be change document relevant in the “Further Characteristic” Tab Page.

Project should be released.

Execute the standard report – CN60

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Change Document

Project ProfileProject Profile

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Change Document

Data Element of Data Element of the Fieldthe Field

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Change Document

Release ProjectRelease Project

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Change Document

Execute Report Execute Report CN60 CN60

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Contents…..

Validation & Substitution – Business Area Determination at WBS element

Topics Covered

Change Document

User Status ManagementUser Status Management

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User Status Management

User Status could be used to control Business Transaction.

User Status could be set based on System Status – both forward & backward

Forward: CRTD REL TECO CLSD Backward : CLSD TECO REL

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User Status Management

User Status ConfigurationUser Status Configuration

1.1. In Created (CRTD) user status, creation of In Created (CRTD) user status, creation of Sales Document is forbidden.Sales Document is forbidden.

2.2. For both forward & backward movement of For both forward & backward movement of User Status based on System status, set User Status based on System status, set user status is used in REL, TECO & CLSD user status is used in REL, TECO & CLSD (User Status).(User Status).

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User Status Management

Forward User Status Change based on System Status changeForward User Status Change based on System Status change

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User Status Management

Backward User Status Change based on System Status changeBackward User Status Change based on System Status change

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Thank You ….