232_erp607_bpd_en_us
DESCRIPTION
232_ERP607_BPD_EN_USTRANSCRIPT
EHP7 for SAP ERP 6.0
February 2014
English
Engineer-to-Order (ETO) – Quotation Processing(232)
SAP AGDietmar-Hopp-Allee 1669190 WalldorfGermany
Business Process Documentation
SAP Best Practices Engineer-to-Order (ETO) – Quotation Processing (232): BPD
Copyright
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IconsIcon Meaning
Caution
Example
Note
Recommendation
Syntax
External Process
Typographic ConventionsType Style Description
Example text Words or characters that appear on the screen. These include field names, screen titles, pushbuttons as well as menu names, paths and options.
Cross-references to other documentation.
Example text
Emphasized words or phrases in body text, titles of graphics and tables.
EXAMPLE TEXT
Names of elements in the system. These include report names, program names, transaction codes, table names, and individual key words of a programming language, when surrounded by body text, for example, SELECT and INCLUDE.
Example text
Screen output. This includes file and directory names and their paths, messages, source code, names of variables and parameters as well as names of installation, upgrade and database tools.
EXAMPLE TEXTKeys on the keyboard, for example, function keys (such as F2) or the ENTER key.
Example text
Exact user entry. These are words or characters that you enter in the system exactly as they appear in the documentation.
<Example text>
Variable user entry. Pointed brackets indicate that you replace these words and characters with appropriate entries.
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Contents Engineer-to-Order (ETO) – Quotation Processing...............................................................................5
1 Purpose........................................................................................................................................ 5
2 Prerequisites................................................................................................................................ 5
2.1 Master Data and Organizational Data...................................................................................5
2.2 Roles..................................................................................................................................... 6
2.3 Preliminary Steps.................................................................................................................. 7
2.3.1 Creating Reporting Variant.............................................................................................7
3 Process Overview Table...............................................................................................................9
4 Process Steps............................................................................................................................ 11
4.1 Creating Inquiry................................................................................................................... 11
4.2 Creating the Project.............................................................................................................13
4.3 Perform Easy Cost Planning...............................................................................................15
4.4 Inquiry Handling Report.......................................................................................................16
4.5 Linking WBS Element with Inquiry.......................................................................................17
4.6 Project Scheduling..............................................................................................................18
4.7 Project Costing.................................................................................................................... 19
4.8 Project Costing Report........................................................................................................19
4.9 Creating Quotation by Copying Inquiry................................................................................21
4.10 Completing Quotation for Price Determination.................................................................22
4.11 Transferring Milestones...................................................................................................24
4.12 Creating Project Version..................................................................................................25
4.13 Changing the Quotation According to Customer’s Need.................................................26
4.14 Components and Activity Update.....................................................................................26
4.15 Project Re-Scheduling.....................................................................................................27
4.16 Project Costing................................................................................................................28
4.17 Project Costing Report for Changed Quotation................................................................29
4.18 Completing Quotation for Price Determination.................................................................30
4.19 Perform Budget Planning.................................................................................................31
4.20 Compare Project Version against Actual Data.................................................................32
4.21 Advanced Procurement...................................................................................................34
4.22 Releasing Long Lead Time Procurement Activity............................................................35
5 Follow-Up Processes..................................................................................................................37
5.1 Period End Closing..............................................................................................................37
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Engineer-to-Order (ETO) – Quotation Processing
1 Purpose The scope item Engineer-to-Order (ETO) – Quotation Processing includes the following process steps:
Create customer inquiry for the final product
Create project by copying the existing template for the final product
Perform easy cost planning to estimate the costs involved in the project
Link the project with the inquiry
Perform project scheduling
Perform project costing for activities and material as well as check the costing result with a project system report
Create quotation by copying the inquiry and complement the quotation by including the condition data
Create project version by saving the current project status
Change the quotation according to the customer´s needs
Reschedule and recalculate the project
Update the quotation with the new pricing information
Transfer of project milestones for billing plan
Perform budget planning for the project
Compare the saved project version against the actual data of the project
Release the long-lead time procurement activity
2 Prerequisites
2.1 Master Data and Organizational DataEssential master and organizational data was created in your ERP system in the implementation phase, such as the data that reflects the organizational structure of your company and master data that suits its operational focus, for example, master data for materials, vendors, and customers.
This master data usually consists of standardized SAP Best Practices default values and enables you to go through the process steps of this scope item.
You can test the scope item with other material or organizational data for which you have created master data. For more information about master data creation, refer to the Master Data Procedures documentation.
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Manufacturing / TradingSales Center
Master data Value Comments
Material F240-1 Finished material – F240-1
S240-1 Semifinished material – S240-1
R240-1 Long run raw material – R240-1
R17 Raw material – R17
R18 Raw material – R18
PS-Standards M-S0002 Standard WBS structure
BPDM-100 Standard network
Work center E0002 Services: Work Center Technical Serv.
Customer 100001
Plant 1000
Storage Location 1020
Sales organization: 1000
Distribution channel: 10
Division: 10
Bill of Material StructureThis overview shows the bill of material structure and the usage of each component in case you have activated all optional enhancements.
Material Level Materialtype
Unit Characteristic of material
Optional Enhancements
F240-1 0 FERT EA
R240-1 1 RAW EA External procured
S240-1 1 SEMI EA
R17 2 RAW EA External procured
R18 2 RAW EA External procured
2.2 Roles
Use
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The following roles must have been installed to test this scope item in the SAP NetWeaver Business Client (NWBC). You only need these roles if you are using the NWBC interface. You do not need these roles if you are using the standard SAP GUI.
PrerequisitesThe business roles have been assigned to the user who is testing this scope item.
Business role Technical name Process step
Sales Administrator
SAP_NBPR_SALESPERSON_S VA11, VA15, VA21, VA22
Project Manager SAP_NBPR_PROJECTMANAGER_M CJ20N, CN33, S_ALR_87013543,
Project Manager (DIFM)
SAP_NBPR_PROJECTMANAGER_DIFM_M CJ9ECP, CJ2B, CN41
2.3 Preliminary Steps
2.3.1 Creating Reporting Variant
UseA variant is used to define the shown columns in the reporting.
PrerequisitesAny project exists in the system for which values are assigned.
Procedure1. Access the activity using one of the following navigation options:
Option 1: SAP Graphical User Interface (SAP GUI):
SAP ECC menu Logistics → Project System → Information System → Structures → Structure Overview
Transaction code
CN41
Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role
Business role Project Manager (DIFM)
(SAP_NBPR_PROJECTMANAGER_DIFM_M)
Business role menu
Project Management → Project Execution → Project Reports → Structure Overview
2. If the Enter profile dialog box displays, make the following entries:
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Field User Action or Values
Database prof 000000000001
Controlling area 1000
Project <any project for which values are assigned>
3. Choose Execute (F8).
4. From the menu, choose (NWBC: Menu...) View Choose Fields.
5. In the select fields screen, enter following data in the left column:
Field Length
Budget 12
Proj.cost sched.000 12
Actual costs 12
Order revenue plan 000 12
Actual revenues 12
Total cost commitment 12
Latest finish 12
Finish date (F) 12
6. Confirm your entries with Enter.
7. Choose Back (F3). Do not save the report.
8. From the menu, choose (Menu...) Goto Variants Save as variant.
9. Confirm the message by choosing Yes.
10. In the Variant Attributes screen, make the following entries:
Field User Action or Values
Variant name YD01
Meaning BP Variant
11. Save your entries.
12. Go Back (F3) to the SAP Easy Access Screen (SAP GUI) or choose Exit (Shift+F3) and confirm the Business client message with Yes to return to SAP Home (SAP NetWeaver Business Client).
ResultA reporting variant has been created.
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3 Process Overview TableProcess step
External process reference
Business condition
Business role (not technical role for BP)
Transaction code
Expected results
Create inquiry
Sales Administration
VA11 First inquiry for customer
Create project
Project Manager
CJ20N Create Project with template
Perform Easy Cost planning
Project Manager
CJ9ECP Planning data
Create inquiry report
Sales Administration
VA15 Standard report about the inquiry
Change inquiry
Sales Administration
VA12 Link project and inquiry
Change project
Project Manager
CJ2B Schedule project and costing
Cost reporting
Project Manager
S_ALR_87013543 Cost report
Create quotation
Sales Administration
VA21 Quotation for customer
Change quotation
Sales Administration
VA22 Update conditions
Change quotation
Sales Administration
VA22 Transfer milestones
Create project Version
Sales Administration
CN72 First project version
Change quotation to customer request
Sales Administration
VA22 Change quotation to customer request
Change project
Project Manager
CJ20N Activity update, rescheduling, and recalculation
Cost Project S_ALR_87013543 Cost report
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Process step
External process reference
Business condition
Business role (not technical role for BP)
Transaction code
Expected results
report Manager
Change quotation
Sales Administration
VA22 Update conditions
Change quotation
Sales Administration
VA22 Milestone billing plan created
Perform budgeting
Project Manager
CJ30 Budgeting
Compare project status
Project Manager
CN41 Project version is compared against actual data
Change project
Project Manager
CJ20N Advanced procurement
Change project
Project Manager
CJ20N Releasing of the activity
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4 Process Steps
4.1 Creating Inquiry
UseA prospective customer sends you an inquiry for the final product. You enter it in the system.
PrerequisitesThe master data for the customer/material is available in the system.
The customer’s specification document is available.
Procedure1. Access the activity using one of the following navigation options:
Option 1: SAP Graphical User Interface (SAP GUI):
SAP menu Logistics → Sales and Distribution → Sales → Inquiry → Create
Transaction code VA11
2. On the Create Inquiry: Initial Screen, enter the following data:
Field name Description User Action and Values Comment
Inquiry Type YDAF Inquiry
Sales Organization 1000
Distribution Channel 10
Division 10
3. Confirm your entries with Enter.
4. On the Create BP Inquiry: Overview screen, enter the following data:
Field name
Description User Action and Values
Comment
Sold-to party
Prospective customer 100001 Use input help
PO Number
PO-Number of the customer
<enter a number> Link to the customer’s internal number
PO date Date of customer PO <current date>
5. Choose Enter to update the screen data.
6. On the Item overview tab, enter the following data:
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Field name Description User Action and Values
Comment
Req. deliv. date
Date arriving at customer <current date + 6 months>
App. 6 Months in future
Valid to <current date + 2 months>
Material Material number of the main item
F240-1
Order Quantity
1 Number of final products required
7. Choose Enter to update the screen data.
8. If an informational dialog box is displayed, confirm it.
9. Choose the Sales tab.
10. In the Pricing Date field, enter <Today + 2 months>.
11. Save your entries and make a note of the inquiry number: _______________________.
12. Go Back (F3) to the SAP Easy Access Screen (SAP GUI).
Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role
Business role Sales Administrator
(SAP_NBPR_SALESPERSON_S)
Business role menu
Sales → Customer Cockpit → Customer Cockpit → Access Customer Cockpit
1. On the Create Inquiry screen, enter the following data:
Field name Description User Action and Values Comment
Sold-to-Party 100001
Sales Document Type YDAF Inquiry
Sales Organization 1000
Distribution Channel 10
Division 10
2. Choose Continue.
3. On the BP Inquiry: New screen, make the following entries:
Field name Description User Action and Values
Comment
PO Number PO-Number of the customer
<enter a number> Link to the customer’s internal number
Purchase order date
Date of customer PO <current date>
Requested deliv. date
Date arriving at customer
<current date + 6 months>
Approx. 6 Months in future
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Field name Description User Action and Values
Comment
Valid to <current date + 2 months>
Material Material number of the main item
F240-1
Order Quantity 1 Number of final products required
4. Choose Enter to update the screen data. If an informational dialog box is display, confirm it.
5. Choose the Incompletion Log tab.
6. Choose Next.
7. In the Pricing Date field, enter <Today + 2 months>.
8. Choose Save Document and make a note of the inquiry number: _______________________.
9. Choose Close Application.
Result You have registered the customer inquiry in the system.
4.2 Creating the Project
UseYou create a customer inquiry project to add further details to the inquiry (for example, scheduling, payment processing). The main purpose of this step is to calculate the cost as the basis for the calculation of the quotation’s gross price.
At this stage, basic information for each project is similar. Therefore, a template can be used and altered during the quotation and order process.
The project you created already contains network activities with work centers, components, payment milestones, and the information needed for cost calculation.
You can change the work in the activities, create new activities according to the inquiry specification, and calculate the correct price for the project activities.
PrerequisitesIn the system, a standard template is defined as the template for the operative project and for the operative network with milestones.
Procedure1. Access the activity using one of the following navigation options:
Option 1: SAP Graphical User Interface (SAP GUI):
SAP menu Logistics → Project System → Project → Project Builder
Transaction code CJ20N
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Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role
Business role Project Manager
(SAP_NBPR_PROJECTMANAGER_M)
Business role menu
Project Management → Project Planning → Project → Project Builder
2. If you are accessing the transaction for the first time, confirm the following two dialog boxes.
3. From the menu, choose (NWBC: Menu...) Project New Copy project.
4. In the Create Project dialog box, make the following entries:
Field name Description User Action and Values
Comment
Project Def. Key identifying the project definition
M-OPXXX Replace XXX by number
Description The first text line of the short description
<Operative project M-OPXXX>
Start Planned start date of the project
<current date>
Finish date Planned finishing date of the project
<current date + 6 months>
Project Profile
The profile key number
YD00001 BP Standard Proj. Profile
Std proj. def.
Standard project definition
M-S0002 ETO ORDER PROCESSING STANDARD STRUCTURE
5. Select all the checkboxes in the bottom section, except With WBS Documents and Template Profile Data.
6. Choose Create Project.
The newly created project contains network activities with work centers, payment milestones, components, and the information needed for cost calculation. The costing information of the activities, as well as the payment information of the assigned milestones, is defaulted from the template. You change the work in the activities, create new activities, and so on, according to the customer’s specification in the inquiry to calculate the correct price.
7. Save your entries.
8. Go Back (F3) to the SAP Easy Access Screen (SAP GUI) or choose Exit (Shift+F3) to return to SAP Home (SAP NetWeaver Business Client).
Result You have created a project with activities, components, and milestones in a complex structure. You can now assign the timeline, costs, and so on, to the project.
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4.3 Perform Easy Cost Planning
UseThe Easy Cost Planning tool enables you to plan costs at the WBS level, based on quantities and characteristics. You use it to create quantity structures (possibly temporary) for the cost calculation, starting from the project structure. The system valuates your entries using the prices and rates defined in the system, and distributes the costs in line with the basic dates for the respective WBS elements. This functionality uses data from other applications such as Controlling, Purchase, and Material Management. In this step, Easy Cost Planning is performed to create a first rough calculation of the project cost. Later, project calculation is used to retrieve the costs of the project.
PrerequisitesThe project has been created in the system.
Procedure1. Access the activity using one of the following navigation options:
Option 1: SAP Graphical User Interface (SAP GUI):
SAP menu Logistics → Project System → Project → Project Builder
Transaction code CJ20N
Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role
Business role Project Manager
(SAP_NBPR_PROJECTMANAGER_M)
Business role menu
Project Management → Project Planning → Project → Project Builder
2. On the Project Builder screen, from the menu, choose Open Project.
3. Enter the project number created in the previous step and choose Open.
4. From the menu, choose Goto Easy Cost Planning.
5. On the Create Cost Estimate screen, select Costing Variant PS06.
6. Confirm your entry by choosing Create Cost Estimate (F8).
7. In the next screen, select the WBS element FINAL PRODUCT.
8. In the right side area, choose Choose Planning Form.
9. In the Restrict Value Range dialog, choose Start search and select YD1A.
10.In the next screen, enter the following values:
Field name Description User Action and Values Comment
Material quantity 1
Additional costs (USD) 1000
11. Choose Confirm. Ignore any warning messages.
12.Choose Back .
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13.Save your entries.
14.Go Back (F3) to the SAP Easy Access Screen (SAP GUI) orchoose Exit (Shift+F3) to return to SAP Home (SAP NetWeaver Business Client).
ResultEasy Cost Planning has been performed.
4.4 Inquiry Handling Report
UseThis activity displays an overview of the inquiries in the system. You can display inquiries according to different selection criteria: all inquiries, my inquiries, or open inquiries.
Procedure1. Access the activity using one of the following navigation options:
Option 1: SAP Graphical User Interface (SAP GUI):
SAP menu Logistics → Sales and Distribution → Sales → Information System → Inquiries → Inquiries List
Transaction code
VA15
Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role
Business role Sales Administrator
(SAP_NBPR_SALESPERSON_S)
Business role menu Sales → Inquiry → Inquiries List
2. SAPGUI Only: From the menu, choose Goto Easy Cost Planning.
3. On the List of Inquiries screen, enter the following data:
Field name Description User Action and Values Comment
Sold-to party Prospective customer 100001
Material F240-1
Valid from/to Date of inquiries requested
<current date – 1 month>
Inquiry data Document Dates of inquiries
<current date + 1 month>
Selection criteria
Choose All inquiries, My inquiries, or Open inquiries
3. Confirm with Enter. If the Organizational Data dialog box is displayed, make the following entries choose Enter:
Field name Description User Action and Values Comment
Sales Organization 1000
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4. The system displays a list of the inquiries.
5. Go Back (F3) to the SAP Easy Access Screen (SAP GUI) orchoose Exit (Shift+F3) to return to SAP Home (SAP NetWeaver Business Client).
Result A list of the existing inquiries is displayed.
4.5 Linking WBS Element with Inquiry
UseAfter you have created the project, you assign the WBS element that controls the project’s SD activities to the item of the original SD document.
PrerequisitesThe project and the inquiry have been created.
Procedure1. Access the activity using one of the following navigation options:
Option 1: SAP Graphical User Interface (SAP GUI):
SAP ECC menu Logistics → Sales and Distribution → Sales → Inquiry → Change
Transaction code VA12
2. On the Change Inquiry: Initial Screen, enter the inquiry you created in a previous step.Choose Enter to confirm your entries.
3. On the Change BP Inquiry xxxxxxxx: Overview screen, double-click the item.
4. On the Change BP Inquiry xxxxxxxx: Item Data screen, choose the Account assignment tab.
5. Make the following entries:
Field name Description User Action and Values
Comment
WBS Element
WBS element
M-OPXXX-01 The WBS element controls SD actions in the project
6. Choose Save to confirm your entry.
7. Go back to SAP Easy Access screen (SAP GUI).
Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role
Business role Sales Administrator
(SAP_NBPR_SALESPERSON_S)
Business role menu Sales → Inquiry → Change Inquiry
1. On the Change Inquiry screen, enter the inquiry you created a previous step.
Choose Enter to confirm your entries.
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2. On the BP Inquiry: XXXXXXXX screen, select the item and choose the Item Details tab.
3. On the Item Details tab, in the area Assignment, make the following entries:
Field name Description User Action and Values
Comment
WBS Element
WBS element
M-OPXXX-01 The WBS element controls SD actions in the project
4. Choose Save Document to confirm your entry.
5. Choose Close Application (SAP NetWeaver Business Client).
ResultThe WBS element has been assigned to the inquiry.
4.6 Project Scheduling
UseThe Project has been created using a template with all the required settings needed for further processing. Now, the scheduling is performed according to the inquiry requirements. Other adjustments may need to be done at this stage – for example, change default work, assign staff to activities, and so on.
Procedure1. Access the activity using one of the following navigation options:
Option 1: SAP Graphical User Interface (SAP GUI):
SAP ECC menu Logistics → Project System → Project → Project Planning Board → Change Project
Transaction code
CJ2B
Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role
Business role Project Manager (DIFM)
(SAP_NBPR_PROJECTMANAGER_DIFM-M)
Business role menu
Project Management → Project Planning → Project → Change project planning board
2. Select the relevant project (M-OPXXX) from the work list. If it is not in the work list, enter the project definition in the
Project def. field.
3. Choose the Open project button.
4. Choose Select all.
5. Choose Show all dependent objects.
6. Choose Select all.
7. From the menu, choose (Menu…) Edit Functions Schedule to schedule any changes you might have made.
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8. Save your entries.
9. Choose Back (F3) to the SAP Easy Access Screen (SAP GUI) orchoose Exit (Shift+F3 to return to SAP Home (SAP NetWeaver Business Client).
ResultThe project has been scheduled.
4.7 Project Costing
UseThe cost of the materials and the cost of the planned labor comes from the project template. Here, you adjust the default values from the template according to the customer´s requirements.
Procedure1. Access the activity using one of the following navigation options:
Option 1: SAP Graphical User Interface (SAP GUI):
SAP ECC menu Logistics → Project System → Project → Project Planning Board → Change Project
Transaction code
CJ2B
Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role
Business role Project Manager (DIFM)
(SAP_NBPR_PROJECTMANAGER_DIFM-M)
Business role menu
Project Management → Project Planning → Project → Change project planning board
2. Select the relevant project (M-OPXXX) from the work list. If it is not in the work list, enter your project definition into
the Project def. field.
3. Choose the Open project button.
4. Choose Select all and then Expand All or Show all dependent objects.
5. Choose Select all and then choose (Menu...) Edit Functions Calculate costs. The system displays the information message Planned values calculated See reports. Ignore warning messages.
6. Choose Save.
7. Go Back (F3) to the SAP Easy Access Screen (SAP GUI) or choose Exit (Shift+F3) to return to SAP Home (SAP NetWeaver Business Client).
ResultThe project costs have been calculated.
4.8 Project Costing Report
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UseThe system gets the material costs information and the planned labor from the project. Costing is executed automatically within the project structure. A calculation scheme is assigned to the relevant WBS elements for costing.
PrerequisitesThe project has been created, material has been assigned, and labor has been planned. Work centers, cost centers, and activity prices have been maintained.
Procedure1. Access the activity using one of the following navigation options:
Option 1: SAP Graphical User Interface (SAP GUI):
SAP ECC menu
Logistics → Project System → Information System → Financials → Costs → Plan-Based → By Cost Element → Actual/Plan/Variance Absolute/Variance %
Transaction code
S_ALR_87013543
Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role
Business role Project Manager
(SAP_NBPR_PROJECTMANAGER_M)
Business role menu
Project Management → Project Execution → Project Reports → Act/Plan/Variance Abs./% Var
2. If the Enter Controlling Area dialog box displays, in the Controlling Area field, enter 1000 and press Enter.
3. If the Enter profile dialog box displays, in the Database prof field, enter 000000000001 and press Enter.
4. In the Act/Plan/Variance Abs./% Var.: Selection screen, make the following entries:
Field name Description User Action and Values Comment
Project M-OPXXX
Controlling Area 1000
Plan Version 0
From Fiscal Year 1900
To Fiscal Year 9999
From Period 01
To Period 12
5. Delete other values in the selection entry fields (if there are any other values from transactions, which have been previously executed, for example, network number or material number).
6. Choose Execute (F8).
7. The report shows all planned personnel and material costs for the final product. If you choose an activity or WBS element on the Variation: Object screen, you see the corresponding costs
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displayed on the right-hand screen. Different types of materials and activities are settled to different accounts.
8. If you select the project definition, All cost elements, the total amount of planned costs for the project is displayed. Make a note of the amount: ____________________.
9. Go Back (F3) to the SAP Easy Access Screen (SAP GUI) orchoose Exit (Shift+F3) to return to SAP Home (SAP NetWeaver Business Client).
4.9 Creating Quotation by Copying Inquiry
UseThe purpose of this activity is to create a quotation based on the information in the inquiry and send it to the prospective customer. For easier handling, the inquiry is copied into the Quotation. Customizing settings allow specific copy controls to restrict what information should be copied.
PrerequisitesThe inquiry is created in the system.
Procedure1. Access the activity using one of the following navigation options:
Option 1: SAP Graphical User Interface (SAP GUI):
SAP ECC menu Logistics → Sales and Distribution → Sales → Quotation → Create
Transaction code VA21
2. On the Create Quotation: Initial Screen, enter the following data:
Field name Description User Action and Values Comment
Quotation Type YD1A Inquiry
Sales Organization 1000 Sales Org. BP01
Distribution Channel 10 Distribution channel
Division 10 Division
3. Choose Create with Reference.
4. In the Create with Reference dialog box, enter the number of inquiry created in the last step in the Inquiry field.
5. Choose Copy.
6. On the Create BP Quotation: Overview screen, enter the following data:
Field name Description User Action and Values Comment
Valid to <current date + 2 months>
7. Choose Save and make a note of the quotation number: ____________________.
8. Go Back (F3) to the SAP Easy Access Screen (SAP GUI).
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Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role
Business role Sales Administrator
(SAP_NBPR_SALESPERSON_S)
Business role menu
Sales → Customer Cockpit → Customer Cockpit → Access Customer Cockpit
1. In the Sold-to party field, enter the customer number (see the following data) and choose Display Customer.
2. From the Other activities field, choose Create Quotation.
3. On the Create Quotation screen, enter the following data:
Field name Description User Action and Values Comment
Sold-to-Party 100001
Sales Document Type
YD1A BP Quotation
Sales Organization 1000 Sales Org. BP01
Distribution Channel
10 Distribution channel
Division 10 Division
Reference Document
<number of the inquiry you have created>
4. Choose Continue. Ignore any warning messages.
5. On the Create BP Quotation: New screen, enter the following data:
Field name Description User Action and Values Comment
Valid to <current date + 2 months>
6. Choose Save Document and note down the quotation number: ____________________.
7. Choose Close Application.
Result You have created the quotation with reference to the inquiry.
4.10 Completing Quotation for Price Determination
UseNow that you have maintained all the details for the labor and materials used in the project, the pricing information is added to the quotation.
Procedure1. Access the activity using one of the following navigation options:
Option 1: SAP Graphical User Interface (SAP GUI):
SAP ECC menu Logistics → Sales and Distribution → Sales → Quotation → Change
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Transaction code VA22
2. In the Change Quotation: Initial Screen, enter the number of the quotation you created earlier.
3. Choose Enter.
4. Double-click item number 10.
5. Choose the Conditions tab.
6. In the CnTy field, enter condition type YD00 and choose Enter.
7. Enter the amount you noted from the project costing at condition YD00.
8. Make sure the entry in the Per column is 1. This value represents the total amount for your project that contains one final product as required in the quotation. Choose Enter to update your screen.
9. In field CnTy, enter condition type YDKA (Project Other Cost) and choose Enter (also for one piece). This condition type is set for other project and miscellaneous costs predicated by the revenue planner for the project. This value varies from one company to another.
10. Enter an amount (for example, 10000) for condition type YDKA and choose Enter.
11. Save your quotation.
12. Go Back (F3) to the SAP Easy Access Screen (SAP GUI).
Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role
Business role Sales Administrator
(SAP_NBPR_SALESPERSON_S)
Business role menu Sales → Customer Cockpit → Customer Cockpit → Access Customer Cockpit
1. In the Customer number field, enter 100001 and choose Display Customer.
2. Choose the Open Quotations (x) tab.
3. Select the quotation you created earlier and choose Change.
4. Choose the Item Details tab.
5. Choose the Pricing tab.
6. In the Condition Type field, enter condition type YD00 and choose Enter.
7. Enter the amount you noted from the project costing at condition YD00.
8. Make sure that your entry in the Pricing Unit is 1. The amount is the total amount for your project that contains one final product as required in the quotation. Choose Enter to update your screen.
9. In the Condition Type field, enter condition type YDKA (Project Other Cost) and choose Enter (also for one piece). This condition type is set for other project costs as well as the miscellaneous costs predicated by revenue planner for the project. This value varies from one company to another.
10. Enter an amount (for example, 10000) for condition type YDKA and choose Enter.
11. Save your quotation.
12. Choose Close application.
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Result The quotation has been assigned a price, which was calculated in a previous step.
4.11 Transferring Milestones
UseIn this step you transfer the project milestones to the quotation.
Procedure1. Access the transaction choosing one of the following navigation options:
Option 1: SAP Graphical User Interface (SAP GUI):
SAP ECC menu Logistics → Sales and Distribution → Sales → Quotation → Change
Transaction code VA22
2. Enter the number of the quotation you created in the Quotation field and choose Enter.
3. Double-click the item.
4. In the Change BP Quotation XXX: Item Data screen, select the Billing plan tab. In the Selection Criteria dialog box, check that the WBS element field is filled in correctly. Choose Continue.
5. In the Milestone Selection dialog box, choose Select All and choose Copy.
6. Choose Back.
7. Save your entries and go Back (F3) to the SAP Easy Access Screen (SAP GUI).
Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role
Business role Sales Administrator
(SAP_NBPR_SALESPERSON_S)
Business role menu
Sales → Customer Cockpit → Customer Cockpit → Access Customer Cockpit
1. In the List of Quotations screen, make the following entries:
Field name Description User Action and Values Comment
Sold-to party 100001
Valid to <current date plus 2 months>
2. Press Enter.
3. On the Organization Data dialog box, in the Sales Org field, enter 1000 and choose Continue.
4. Select the document and from the menu, choose (Menu …) Environment Document.
5. On the Change BP Quotation XXX: Overview screen, select line item 10 and choose (Menu …) Goto Item Billing Plan.
6. On the Change BP Quotation XXX: Item Data screen, choose Milestones.
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7. On the Selection Criteria dialog box, check that the WBS element field is filled in correctly, then choose Continue.
8. On the Milestone dialog box, select all and choose Copy.
9. Choose Back.
10. Save your quotation.
11. Choose Exit (Shift+F3) to close the SAP Easy Access Screen (SAP GUI).
Result The milestones for the billing plan have been transferred from the project to the quotation.
4.12 Creating Project Version
UseThe project contains important information from the prospective customer in the inquiry phase. This information is constantly updated with every contact between the technical sales department and the customer. The total cost for the final product is determined on the basis of this information.
Using a project version, you create a snapshot of the project before you send out the quotation.
Project versions can also be triggered by system activities such as changing the project status. In this activity, you manually save a version to demonstrate the function.
Procedure1. Access the activity using one of the following navigation options:
Option 1: SAP Graphical User Interface (SAP GUI):
SAP ECC menu Logistics → Project System → Project → Project Version → Create
Transaction code CN72
Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role
Business role Project Manager
(SAP_NBPR_PROJECTMANAGER_M)
Business role menu
Project Management → Project Planning → Project Version → Create Project Version
2. When you call this transaction for the first time, the Enter profile dialog box is displayed. Enter the database profile 000000000001.
3. In the Save Project Versions screen, enter your project definition M-OPXXX.
4. Remove the value (if any) in the Version key field. Enter the version key M-OPXXX-A for the first version.
5. Enter a value in the Description field (for example, M-OPXXX Version A).
6. Enter M-OPXXX for the Version group.
7. Deselect the MTA relevant checkbox.
8. Choose Execute (F8).
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Only the status bar indicates that a project version has been saved.
9. Go Back (F3) to the SAP Easy Access Screen (SAP GUI) orchoose Exit (Shift+F3) to return to SAP Home (SAP NetWeaver Business Client).
ResultYou have created a project version. Versions can be compared at any time via the project information system.
4.13 Changing the Quotation According to Customer’s Need
UseAfter you send the quotation to the customer, he or she informs you of some required changes. The prospective customer requires a different number of final products that are ordered.
Procedure1. Access the activity using one of the following navigation options:
Option 1: SAP Graphical User Interface (SAP GUI):
SAP ECC menu Logistics → Sales and Distribution → Sales → Quotation → Change
Transaction code VA22
2. On the Change Quotation: Initial Screen, enter your quotation number and confirm with Enter.
3. On the Change BP Quotation: Overview screen, change the quantity of the item to 2 (old quantity: 1).
4. Save your quotation and confirm the warning message by pressing Enter.
5. Go Back (F3) to the SAP Easy Access Screen (SAP GUI).
Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role
Business role Sales Administrator
(SAP_NBPR_SALESPERSON_S)
Business role menu
Sales → Customer Cockpit → Customer Cockpit → Access Customer Cockpit
1. In the Customer Number field, enter 100001 and choose Display Customer.
2. On the Open Quotations (x) tab, select the quotation you created earlier and choose Change.
3. On the BP Quotation: XXXXXXXX screen, change the quantity of the item to 2.
4. Choose Save Document. Ignore the warning message.
5. Choose Exit (Shift+F3) to return to SAP Home.
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The quotation has been changed.
4.14 Components and Activity Update
UseSince the customer changed the number of final products to be ordered, the project must be updated according to the new information. In particular, the number of components and the duration of the activities must be changed.
Procedure1. Access the activity using one of the following navigation options:
Option 1: SAP Graphical User Interface (SAP GUI):
SAP ECC menu Logistics → Project System → Project → Project Builder
Transaction code CJ20N
Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role
Business role Project Manager
(SAP_NBPR_PROJECTMANAGER_M)
Business role menu
Project Management → Project Planning → Project → Project Builder
2. Select the relevant project (M-OPXXX) from the work list and drag and drop it to the Project Structure: Description area. If it is not in the work list, select open project and enter your project definition in the field. Confirm
with Open and transfer to work list.
3. Choose Expand All.
4. Select the network header ETO Overall Network.
5. Select Activity Overview on the top of the right side.
6. Change the execution factor of the activities 0070, 0080 and 0120 to 2.
7. Select Component Overview on the top of the right side. The requirement quantity for both components has been set to 2 (old value 1) automatically.
8. Choose Save and confirm the scheduling warning message by choosing Yes.
9. Go Back (F3) to the SAP Easy Access Screen (SAP GUI) orchoose Exit (Shift+F3) to return to SAP Home (SAP NetWeaver Business Client).
ResultThe activities and the components of the project have been updated.
4.15 Project Re-Scheduling
UseTo determine the new costs, the project must be rescheduled.
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Procedure1. Access the activity using one of the following navigation options:
Option 1: SAP Graphical User Interface (SAP GUI):
SAP ECC menu Logistics → Project System → Project → Project Builder
Transaction code CJ20N
Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role
Business role Project Manager
(SAP_NBPR_PROJECTMANAGER_M)
Business role menu
Project Management → Project Planning → Project → Project Builder
2. Select the relevant project (M-OPXXX) from the work list and drag and drop it to the Project Structure: Description area. If it is not in the work list, choose open project and put your project definition in the field. Confirm
with Open and transfer to work list.
3. Choose Expand All.
4. In the Project Builder: Project M-OPXXX screen, select the project definition in the left column.
5. Choose (Menu...) Edit Dates Schedule from the menu to schedule any changes you might have made.
6. Choose Project planning board. You can view the scheduling.
7. Choose Save.
8. Go Back (F3) to the SAP Easy Access Screen (SAP GUI) orchoose Exit (Shift+F3) to return to SAP Home (SAP NetWeaver Business Client).
ResultThe project has been checked and rescheduled.
4.16 Project Costing
UseTo determine the new costs the project must be recalculated.
Procedure1. Access the activity using one of the following navigation options:
Option 1: SAP Graphical User Interface (SAP GUI):
SAP ECC menu Logistics → Project System → Project → Project Builder
Transaction code CJ20N
Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role
Business role Project Manager
(SAP_NBPR_PROJECTMANAGER_M)
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Business role menu
Project Management → Project Planning → Project → Project Builder
2. Select the relevant project (M-OPXXX) from the work list and drag and drop it to the Project Structure: Description area. If it is not in the work list, choose open project and put your project definition in the field. Confirm
with Open and transfer to work list.
3. Choose Expand All.
4. From the menu, choose Goto Project planning board.
5. On the Project: Change screen, choose Select all.
6. Choose the Calculate costs button. The system displays the information message Planned values calculated See reports in the status bar.
7. Ignore the warning messages.
8. Choose Save.
9. Go Back (F3) to the SAP Easy Access Screen (SAP GUI) orchoose Exit (Shift+F3) to return to SAP Home (SAP NetWeaver Business Client).
4.17 Project Costing Report for Changed Quotation
UseTo display the new costs, repeat the steps Project Costing Report for the Quotation.
This step can also be done directly in the project planning board (Menu: Extras Run Cost Report) in the project builder.
PrerequisitesThe project has been created, material has been assigned, and labor has been planned. Work centers, cost centers, and activity prices have been maintained.
Procedure1. Access the activity using one of the following navigation options:
Option 1: SAP Graphical User Interface (SAP GUI):
SAP ECC menu
Logistics → Project System → Information System → Financials → Costs → Plan-Based → By Cost Element → Actual/Plan/Variance Absolute/Variance %
Transaction code
S_ALR_87013543
Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role
Business role Project Manager
(SAP_NBPR_PROJECTMANAGER_M)
Business role menu
Project Management → Project Execution → Project Reports → Act/Plan/Variance Abs./% Var
2. If the Enter Controlling Area dialog box displays, in the Controlling Area field, enter 1000 and press Enter.
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3. If the Enter profile dialog box appears, enter 000000000001 (Standard selection structure) in the Database prof field.
4. In the Act/Plan/Variance Abs./% Var.: Selection screen, make the following entries:
Field name Description User Action and Values Comment
Project M-OPXXX
Controlling Area 1000
Plan Version 0
From Fiscal Year 1900
To Fiscal Year 9999
From Period 01
To Period 12
5. Delete other values in selection entry fields (if there are any other values from previously executed transactions, for example, network number or material number).
6. Choose Execute (F8).
7. The report shows all planned personnel and material costs for the final product. If you choose an activity or WBS element on the Variation: Object screen area, you see the corresponding costs displayed on the right-hand screen. Different types of materials and activities are settled to different accounts.
8. If you choose the project definition, the All cost elements field shows the total amount of planned costs for the project. Make a note of the number: ____________________.
9. Go Back (F3) to the SAP Easy Access Screen (SAP GUI) orchoose Exit (Shift+F3) and confirm the Business client message with Yes to return to SAP Home (SAP NetWeaver Business Client).
4.18 Completing Quotation for Price Determination
UseThe components and activities of the project have been updated, resulting in a new price. This activity updates the quotation with the new pricing information.
Procedure1. Access the activity using one of the following navigation options:
Option 1: SAP Graphical User Interface (SAP GUI):
SAP ECC menu Logistics → Sales and Distribution → Sales → Quotation → Change
Transaction code VA22
2. In the Change Quotation: Initial Screen, enter the number of the Quotation you created and press Enter.
3. Double-click the item number 10.
4. Choose the Conditions tab.
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5. In condition type YD00 line, overwrite the amount with the new total amount you calculated in a previous step and choose Enter. Make sure that your entry in the per column is 2 (the new quantity).
6. Adjust the condition type YDKA (project other costs) values, if necessary.
7. Save your quotation.
8. Go Back (F3) to the SAP Easy Access Screen (SAP GUI).
Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role
Business role Sales Administrator
(SAP_NBPR_SALESPERSON_S)
Business role menu
Sales → Customer Cockpit → Customer Cockpit → Access Customer Cockpit
1. In the Customer Number field, enter 100001 and choose Display Customer.
2. On the Open Quotations (x) tab, select the quotation you created earlier and choose Change.
3. On the BP Quotation: XXXXXXXX screen, choose the Item Details – Pricing tab.
4. From the menu, choose Updates Prices Carry out new pricing.
5. Make the following entries:
Field name DescriptionUser Action and Values
Comment
Condition type YD00
Condition value
<value> New total amount calculated previously
New price unit 2
Field name Description User Action and Values Comment
Condition type YDKA
Condition value <value> If necessary
New price unit 2
6. Save your quotation.
7. Choose Close application.
Result The quotation has been assigned a new price. It can now be sent to the prospective customer.
4.19 Perform Budget Planning
UseThe budget is the approved cost structure for a project. It is the device by which management approves the expected development of order costs over a given timeframe. Availability control
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enables you to control costs actively by issuing warnings and error messages when costs are incurred. In this step, the original budget is allocated to the WBS elements. After a user-specified point in time, this budget can only be corrected using budget updates.
PrerequisitesThe project has been created in the system.
Procedure1. Access the activity using one of the following navigation options:
Option 1: SAP Graphical User Interface (SAP GUI):
SAP ECC menu Logistics → Project System → Financials → Budgeting → Original Budget → Change
Transaction code
CJ30
Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role
Business role Project Manager
(SAP_NBPR_PROJECTMANAGER_M)
Business role menu
Project Management → Project Execution → Financials → Change Project Original Budget
2. If the Set Controlling Area dialog box is displayed, enter the value 1000 in the Controlling Area field.
3. In the Change Original Budget: Initial Screen, enter your project M-OPXXX and choose Original budget (F5).
4. In the Change Original Budget: WBS Element Overview screen, allocate the following budget values:
Field name Description User Action and Values Comment
M-OPXXX 97985
M-OPXXX-01 1700
M-OPXXX-02 24000
M-OPXXX-03 69385
M-OPXXX-03-01 70
M-OPXXX-03-02 69000
M-OPXXX-04 2500
5. Save your entries.
6. Choose Exit (Shift+F3) to return to SAP Home (SAP NetWeaver Business Client).
ResultThe budget was allocated to the WBS elements.
4.20 Compare Project Version against Actual Data© SAP SE Page 6 of 7
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UseA project version is a snapshot of a project at a certain point in time and can be used as documentation. Additionally, it can be used for comparison with actual data. In this step the created project version is compared against the actual project data.
PrerequisitesA project version is available in the system.
Procedure1. Access the activity using one of the following navigation options:
Option 1: SAP Graphical User Interface (SAP GUI):
SAP ECC menu Logistics → Project System → Information System → Structures → Structure Overview
Transaction code
CN41
Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role
Business role Project Manager (DIFM)
(SAP_NBPR_PROJECTMANAGER_DIFM-M)
Business role menu
Project Management → Project Execution → Project Reports → Structure Overview
2. If the Enter profile dialog box appears, enter 000000000001 (Standard selection structure) in Database prof field.
3. Choose Get Variant.
4. In the Find variant screen enter YD01 in the variant field and confirm your selection by choosing Execute (F8).
5. In the Project Info System: Structure Initial Screen, choose the Change DB Profile button (STRG+F3).
6. In the Change DB Profile temporarily screen, activate the field Version data and press Enter.
7. In the Project Info System: Structure Initial Screen make the following entries:
Field name Description User Action and Values Comment
Project M-OPXXX
Version data select
Project version M-OPXXX-A
8. Choose Execute (F8).
9. The report shows important data such as budget, dates, and planned and actual values. Each current data object and the saved project version data is displayed one below the other. The current data is displayed in light blue and the project version data in dark blue.
10. Go Back (F3) without saving the report.
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11. Go Back (F3) to the SAP Easy Access Screen (SAP GUI) orchoose Exit (Shift+F3) to return to SAP Home (SAP NetWeaver Business Client).
ResultThe created project version has been compared against the actual data of the project.
4.21 Advanced Procurement
UseSometimes long lead time procurement is triggered before the order is confirmed. Whenever possible, a supplier avoids ordering project-specific materials beforehand but in some situations, it is required.
In this step, you check the data for the long lead time material, and if its planned demand is met.
Procedure1. Access the activity using one of the following navigation options:
Option 1: SAP Graphical User Interface (SAP GUI):
SAP ECC menu Logistics → Project System → Project → Project Builder
Transaction code CJ20N
Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role
Business role Project Manager
(SAP_NBPR_PROJECTMANAGER_M)
Business role menu
Project Management → Project Planning → Project → Project Builder
2. Select the relevant project (M-OPXXX) from the work list and drag and drop it to the Project Structure: Description area. If it is not in the work list, choose open project and enter your project definition in the field.
Confirm with Open and transfer to work list.
3. Choose Expand All.
4. Click the activity Long lead time procurement.
5. On the right-hand side of the screen, choose Component Overview.
You can see that material number R240-1 (long-lead-time material) and the quantity 2 is assigned.
6. The item category is L Stock item and within the Res./Pur. Req. column the parameter 2 shows the information From release.
Reservations are relevant to material planning until the activity release. The same situation is relevant if purchase requisitions are satisfying the demand (non-stock material).
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7. Double-click the item number. In the following screen (General Data tab), the reservation number is displayed.
8. Go Back (F3) to the SAP Easy Access Screen (SAP GUI) orchoose Exit (Shift+F3) to return to SAP Home (SAP NetWeaver Business Client).
Result The Long lead time procurement activity can be released. Upon release, the MRP controller receives a purchase requisition. If the BOM containing the same material is linked with the same WBS, the MRP does not meet duplicated demands.
4.22 Releasing Long Lead Time Procurement Activity
UseWith the release of this activity, the long lead time item demand is created for the MRP run.
PrerequisitesThe material has been assigned to the activity.
Procedure1. Access the activity using one of the following navigation options:
Option 1: SAP Graphical User Interface (SAP GUI):
SAP ECC menu Logistics → Project System → Project → Project Builder
Transaction code CJ20N
Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role
Business role Project Manager
(SAP_NBPR_PROJECTMANAGER_M)
Business role menu
Project Management → Project Planning → Project → Project Builder
2. Select the relevant project (M-OPXXX) from the work list and drag and drop it to the Project Structure: Description area. If it is not in the work list, choose open project and enter your project definition. Confirm with
Open and transfer to work list.
3. Choose Expand All.
4. Choose the activity Long lead time procurement.
5. On the right-hand side of the screen, choose Component Overview.
6. On the Total tab, change the following parameter: The radio button in the ST (Start Date) column is activated. Activate the radio button in the FD (Finish Date). column
7. Choose the Activity button (at the top, within the Identification and view selection area).
8. From the menu, choose (NWBC Menu ) Edit Status Release.
9. Save the partly released project.
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10. Choose Exit (Shift+F3) to return to the SAP Easy Access menu orchoose Exit (Shift+F3) to return to SAP Home (SAP NetWeaver Business Client).
ResultYou have released the activity for advanced procurement and created the demand.
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5 Follow-Up ProcessesYou have finished all activities that are part of the business process described in this document.
To accomplish subsequent activities of this business process, carry out the process steps described in one or more of the following scope items, using the master data from this document.
5.1 Period End Closing
Period End Closing “General” Plant (181)
UseIn this activity, you perform the period end financial accounting activities for the plant.
These activities are executed collectively as a part of month-end closing. For more information about the month-end closing procedure, see the business process documentation for Period End Closing "General" Plant.
Month-end closing can only be executed once a month.
Accounts Receivable (157)
UseIn this activity you post the incoming payment.
ProcedureComplete all activities described in the Business Process Documentation of the scope item: Accounts Receivable (157) (sections Post Payments using Automatic Payments Program, Post Incoming Payment from Customer Manually, Automatic Clearing of open items in customer accounts, Manual Clearing of Open items in customer accounts) using the master data from this document.
Closing Operations SD (203) (optional)
Use
ProcedureComplete all activities described in the Business Process Documentation of the scope item: Closing Operations SD (203) (Sections Review Incomplete Sales Orders, Review Incomplete SD Documents (deliveries), Review Outbound Deliveries for Goods Issue, and Review List Blocked (for accounting) Billing Documents) using the master data from this document.
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