SAP Project Management Reports

I had the opportunity of reading stuff on SAP Project Management Reports when I became the team lead for an implementation. I found the material important and added with it my practical SAP experience. This helped me to execute the module reporting efficiently. The following is the crux of my SAP experience briefly.

 

SAP Project Management Reports consists of a set reports and of the deliverables which are submitted to  the SAP client on behalf of the team.  It consists of Periodic reports  w.r.t. the Project Deliverables and the final report.

 

Periodic Reports

 

Periodic reports are required and must be submitted at the end of each reporting period. These reports contains:

 

1- an overview of the activities carried out during the reporting period related to SAP implementation,

2- describes the progress w.r.t project objectives,

3- the progress towards the milestones [Accelerated SAP Roadmap- also called ASAP Roadmap in SAP Project] ,

4- deliverables set for the period and

5- executive summary.

 

The frequently submitted reports or periodic management reports also include :

 

1- a detailed justification of the costs incurred and of the

2- resources deployed by each contractor linking them to activities implemented and justification of their necessity in the project,

3- the financial statements from each contractor and

4- a summary financial report consolidating the costs of the contractors. 

5- schedule of deliverables has to be submitted to the Client . They are approved normally with the periodic reviews of project progress.  

 

Final Report

 

The Project manager has to submit the final report to the SAP Client after the end of the project. The final report summarises the project’s activities during its full duration. A final activity report, covers  main aspects of the work, objectives, results  and results of final plan according to the ASAP Roadmap for using and disseminating the knowledge.
 

Executive Summary

 

Executive summary is normally a separate document but submitted with the final report, It is normally not more than four to five pages and has quality to enable direct publication by the Client. It should include

 

1-a summary description of project objectives,

2-contractors involved,

3-co-ordinator contact details,

4-jobs performed,

5-results achieved so far and expected end results,

6- Knowledge Transfer Details.

 

You need to include if available diagrams or photos illustrating the work of the project, a project logo and a reference to the project public website.

MM Purchasing Configuration

The following is the SAP Configuration MM Purchasing Guide. The Organogram used in in the Purchasing sub module:

1. Create Company Code

Company code is the basic organizational unit in FI (Financial accounting) for which a balance sheet and profit & loss account can be drawn. We create company code 9100 (A Ltd.) which is located in country India.    

For Configuration we use the following path on SAP application screen:

SAP Menu èTools è Customizing èIMG è SPRO è Execute Project è IMG è Enterprise Structure è Definition è Financial Accounting è Define select a company, copy, edit the data to suit your organization and country and then SAVE.

  
Following screen is for copy, delete check company code 

Note: By selecting the second option Edit Company Code data you have to manually configure all the subsequent assignments. By selecting the first option all the configuration and tables get copied automatically along with assignments. This option should be selected in case of rollouts. 

Double Click on Edit Company Code

In the Copy option you need to 

CLICK on to copy a company code from an existing company code. You can copy from existing company code delivered by SAP.

Key in From Company code 1000 …. To company code 

You can SELECT a four-character alpha-numeric key as the Company Code Key. And key in the necessary parameters which are self explanatory. And then choose edit company data.

Position the company code select and press ZOOM icon. And edit the data. And Save.

Click the Address ICON and change the address. Etc., and then press OK and then Save.

This key identifies the company code and must be entered when posting business transactions or creating company code-specific master data. 
 

CLICK and Update the following required fields:

The company code should be always kept numeric.

 

Country: The country where company code is located and the balance sheet and income statement which will be prepared according to that country law.

Here the company is located in India so, we have selected the country id IN (INDIA).

 

Currency: It is the local reporting currency of the country. In this case it is INR (Indian rupees) since the company is located in India.

CLICK on Address and update the following fields

Click to SAVE.

Thus company code 9100 is created. 

   
 2. Define Company 

IMG èEnterprise Structure è Definition è Financial Accounting è Company Code è Define Company

In the SAP system, consolidation functions in financial accounting are based on companies. A company can comprise one or more company codes.

We will create a company for our company code 9100.

CLICK and update the following: -

CLICK on SAVE 

 

 3. Assign Company Code to Company 

IMG èEnterprise StructureèAssignment èFinancial Accounting è

Assign Company code to company

Position the company code -> Select the same and choose the company code from help.

Ex., Assign company code 9100 to company 9100

CLICK on SAVE 

   
4. Define Plant 

IMG è Enterprise Structure è Definition è Logistic-General

(Creating a plant)

CLICK on Define, Copy, Delete, Check Plant

DOUBLE CLICK on Copy, Delete, and Check Plant.

Press F6 Or CLICK on Copy Icon by select any existing plant.

Copy from Plant (Std Plant) …. To Plant (New Plant) 

SAVE & CLICK on Go Back.

DOUBLE CLICK on Define Plant -> Position the new plant -> select the plant -> ZOOM

Change necessary fields.

SAVE & CLICK on Go Back.  

 

  5. Assign Plant to Company Code 

IMG è Enterprise Structure è Assignment è Logistic-General è Assign Plant to company code    

CLICK on Assign Plant to Company Code

SELECT the Plant (go to binocular and key in the plant and Click on the selected one)

Select the plant and CLICK on Delete and SAVE

Note: This is only when you copy Plant from Standard Plant.

Again find the Plant.

SELECT the Company.

And then CLICK on Assign

Select the Plant (check mark)

Press Enter

CLICK on SAVE.

CLICK on Go back

 6. Maintain Storage Location:

IMG èEnterprise Structure èDefinition èMaterial Management è Maintain Storage Location.

Click on Maintain Storage location.

Key in Plant & Press ¿

Click on New Entries (Creating new Storage Locations)

  or

First select the available storage locations and then Click on copy icon and change the storage location and description and Save and go back.

Key in Sloc. & Description

Click on Save.

Click on Go Back

 7. Maintain Purchase Organization

IMG èEnterprise Structure èDefinition èMaterial Management è Maintain è

Maintain Purchase Organization

Click on Maintain Purchasing Organisation

Click on New Entries

Key in Purch. Organization (only max of 4 characters)

Click on Save

Click on Go Back


8. Assign Purchasing Organization to Company code, Company & Plant

IMG èEnterprise Structure èAssignment èMaterial Management

Click on Assign purchasing organization to company code

Select the company code for which the Pur. Org to be assigned. è Click on Assign è Check the

 

Purchase Organization è Click on SAVE 

Click on Assign purchasing organization to plant

Find the plant and delete and Save.

Find Purch Org and select and then Click on assign è Check on plant è SAVE
    
Click on Save.

Click on Go Back


Assign Standard P.O to Plant:

Find the plant èIn Pur Org column Press F4 and choose the plant è SAVE.

Standard Purch Org contains Purchase Info Record, Pipe line, Consignment, Stock transfer.

MM Purchasing Configuration Terms

I came across a detailed MM Configuration document during one of my SAP projects and found it useful. I shall try to share its important contents in few posts with the readers of my blog.

Organogram in MM Purchasing

Client:

The client is a commercial, organizational unit within the R/3 System, with its own data, master records, and set of tables. For a business perspective, the client forms a corporate group.

Company Code:

The company code is the smallest organizational unit for which you can have an independent Accounting department within external Accounting. A company code represents an independent accounting unit, for example, a company within a corporate group (client).  Balance sheets and Profit and Loss statements, required by law, are created at company code level.   You can set up several company codes in one client in order to manage various separate legal entities simultaneously, each with their own balanced set of financial books. You can use a special Customizing function to copy a company code. This copies the company code specifications to your new company code. 

Plant:

A plant is an organizational logistics unit that structures the enterprise from the perspectives of production, procurement, plant maintenance, and materials planning.  A plant is a manufacturing facility or branch within a company.  A Plant can be one if the following types of locations:

o Central delivery warehouse

o Regional sales office

o Manufacturing facility

o Corporate headquarters

o Maintenance plant

When creating a new plant, you can use the plant copying function, when you use this function, the system processes the entry in the plant table and in all dependent Customizing and system tables in which the plant is included as key.

Storage Location:

The storage location is an organizational unit that allows the differentiation of material stocks within a plant. Inventory management on a quantity basis is carried out at storage location level in the plant.
Physical inventory is carried out at storage location level.

Valuation Area

Valuation area is organizational level which material is valuated. Two possible

1) Company Code: Valuated at company code level, the valuation price of a material is the same in all of a company’s Plant (that is, in a company code).

2) Plant: Valuated at plant level, you can valuate a material in different plants at different prices.

Note: valuation at plant level is mandatory if you want to use either of the production planning or product cost accounting components, or if your system is a Retail system. 

Purchasing Organisation

It is an organizational level that negotiates conditions of purchase with vendors for one or more plants. It is legally responsible for completing purchasing contracts.  You can assign the purchase organization to company codes (centralized) and plants (decentralized) or combination of both. 

Plant – Specific Purchasing organization:

A purchasing organization is responsible for procuring materials for one plant only.

Cross – Plant purchasing organization

You can set up a cross-plant purchasing organization for each company code. This purchasing organization procures material and services for all plants assigned to the company code. 

Cross – Company Code Purchasing Organization 

If you want to organize purchasing on a cross-company-code basis, you cannot assign a company code to the purchasing organization in customizing. When you create a purchase order, for example, the system asks you to enter the company code for which you want to procure the material.

SAP Configuration Template

 

This is the SAP Configuration Template which we used for the SD Module during multiple implementations and "Go Live" instances. I hope it is of some help to those who need to document their Configuration activities.

 

CONFIGURATION DOCUMENT
 

<Module Name>

 

Release My SAP ECC5.0

Prepared By:
 

<Consultant/s Name>

Date:   Month[MM]  Day[MM] Year[YYYY]

TABLE OF CONTENTS

1.           Document Control ...................................................................................................... 3

2.           General Settings ......................................................................................................... 3

3.           Enterprise Structure .................................................................................................. 3

4.           Document Number Ranges Overview.................................................................... 3

5.           Business Transactions.............................................................................................. 3

           1.  Document Control

            2.  General Settings

            The configurations can be made in this menu path: 
 

Example:
 

Sales Org path in IMG

            3.  Enterprise Structure

 

           The configurations can be made in menu path:
 

Example:

Definition, Assignments in Img path

           4.  Document Number Ranges Overview

 

Example:
 

Document > Document Number Ranges > Overview

           

Number range object Accounting Document: Company Code 1000

No	Year	From number	To number)	External
01	2006	1020100001	1020199999

5.            Business Transactions

           Maintain number ranges for orders
 

Example:
 

Order Master Data > Maintain number ranges for Orders

Order Type	From Number	To Number
Z001
Z002
Z003