ps配置.doc

目录Part 1: 硬件环境和文档更改记录4Part 2:企业结构52.1 Enterprise structure graphics5Part 3: PS module73.1 Activate project management in controlling area OKKP73.2 Settings for Operative Structure WBS83.2.1 Define project coding mask OPSJ83.2.2 Create project types for WBSE93.2.3 Define priorities for WBSE93.2.4 Create project profile OPSA93.2.5 Specify persons responsible for WBSE OPS6123.2.6 Define field selection for WBS OPUJ/ OPUK123.2.7 Create user-defined fields for WBSE OPS1133.2.8 Other setting for WBS Validation Enhancement163.3 Settings for Operative structure - Network163.3.1 Maintain network types OPSC163.3.2 Specify network parameters for network type OPUV173.3.3 Define control key OPSU183.3.4 Maintain network profile OPUU203.3.5 Set up Number ranges for network CO82223.3.6 Define and assignment change profile223.3.7 Define screen selection for default work center233.3.8 Define Work center usage for PS243.3.9 Define fields selection for networks253.3.10 Assign network profile to project profile253.4 Basil Settings for Milestone253.4.1 Define milestone usage253.4.2 Define Selection Profiles263.5 COST263.5.1 Specify default for project definition object class263.5.2 Specify default for network header object class263.5.3 Define value category and assign costE to value category2 Define value category273.5.4 Cost planning2 Create/ change planning profile OPSB2 Assign plan profile to project profile2 Easy cost planning2.1 Define CO versions for easy cost planning2.2 Create cost variant - OKKT2.3 Assign plan profile to cost variant3.4 Define cost component structure3 Automatic costing in Network/activity3 EXECUTION SERVICE393.6 Budget403.6.1 Maintain Budget profile OPS9403.6.2 Stipulate default budget profile for project definition413.6.3 Define Tolerance limits413.6.4 Specify Exempt cost elements OPTK413.7 Automatic and periodic Allocation423.7.1 Field control for funds commitment423.7.2 Check number range for CO document423.8 Revenues and Earnings423.9 Payments433.9.1 Commitment item433.10 Dates433.10.1 Specify parameters for network Scheduling OPU6433.10.2 Define parameter for WBS scheduling443.10.3 Assign WBS scheduling profile to project profile453.11 Resource453.12 Materials453.12.1 Define procurement indicators for material component OPS8453.12.2 Monitoring dates4 Define events4 Assign reference dates to events4 Define status4 Define profile for monitoring dates473.12.3 PROMAN project-driven production and procurement management483.12.4 Available check483.12.5 BOM Transfer483.12.6 Control of Sales-order-related prodution493.13 Confirmation493.13.1 Define confirmation parameters OPST493.14 Project Version513.14.1 Define version profile OPTS513.15 Information system523.15.1 Define project view OPUR523.15.2 Define database selection profiles OPTX533.15.3 Define overall profiles for information system OPSM535.5 PS模块增加配置585.5.1 Change planning profile for planned costs and revenue OPSB585.5.2 Maintain Component Structure OKTZ585.5.3 Commitment Item and fund commitment5 Create Commitment Item FMCIA5 Create and assign commitment items FIPOS5 Check the Assignment5 Commitment item test CJ48 OF32605.5.4 Automatic and periodic allocations6 Edit Settlement cost elements KA066 Create allocation structure6 Create PA transfer structure KEI16 Create Settlement Profile and assign to Project profile6 Define strategies for determining settlement rules645.5.5 Result Analysis6 Edit results analysis cost elements KA066 Maintain results analysis keys OKG16 Maintain results analysis versions OKG26 Define valuation methods for results analysis OKG36 Define Line IDs6 Define assignments for results analysis OKG56 Define Update for results analysis OKG470 Define posting rules for settlement to accounting70 Specify default results analysis keys for project definition71Part 1: 硬件环境和文档更改记录System IDIDEClient999DBOracle 9.2iServer ADD/Router; /H/99/H/Date From2006.10.22Date ToTesterShiwengangCurrent Version4.0AuthorShiwengang 注，本文档只供SAP PS爱好者参考之用，如参考者因文档本身引起其他事宜，参考者自行承担。请如有转载，请说明出处。Documents change RecordsDate FromDate toLast versionContent changed index2006.10.202006.11.2V1.01. 配置企业结构2. 完成PS模块配置2006.11.032006.11.10V2.01. 文档格式调整2006.11.112006.11.17V3.01. 开始FI模块配置2. 参考XX公司和其他配置文档3. AM和FM模块未配2006.11.172006.12.074.01. 开始CO模块配置2. 增加CO模块与PS相关配置3. CO-CCA, CO-CEA, CO-IO,CO-PS结算配置4. PS收入计划，承诺和成本计划配置 2006.12.072001. 开始配置SD模块2. SD通用配置、销售单据、收入、Billing配置完成Part 2:企业结构2.1 Enterprise structure graphicsIn this section, we define the enterprise structure and the relationships between. According to different function module, three structures had been set up, which are:Company code and plantPlant, Purchasing organization, purchasing group and storage locationsCompany code, Sales organization, Distribution channel and DivisionPart 3: PS moduleA classic set of PS business settings will be implemented in this section.Many settings can be directly used because PS module is org. independent. That is the extreme difference compared to most of other modules in R3 system.SAP library divided sap PS module into several parts, such as structure, cost, process, simulation etc. So, this frame is extended in this document. The PS configuration are subdivided into Part noSub-ContentsA-PS- StructureWBS, Network, Planning Board and Milestone.B-PS-Cost Easy cost planning, structure based manually cost planning, Automatic costing for general cost activitiesC-PS-Payment and RevenuePlanning profile, Commitment itemsD-PS-DatesParameters for Network and WBS schedulingE-PS-Resource Work center used in PS moduleF-PS-MaterialsMaterial procurement, ProMAN, Monitoring dates, BOM transfer, ATP, Control of sales-order-related productionG-PS-Confirmation Confirmation parameterH-PS-VersionsVersion profileI-PS-Information systemStatus Selection profile, DB profile, Overall profileJ-PS-Process3.1 Activate project management in controlling area OKKPIMG- Project system Cost Activate project management in controlling areaStep 1 select controlling area AAA0 and double click Activate components/ control indicator, Step 2 create new entry and save.To 9999 is determined by system and can not be input and changed.Tips, notificationsJust like other module, this step is the proven of PS operating for one controlling area.Fisal yearThe To fisal year is 9999. This fields can not be changed and input.3.2 Settings for Operative Structure WBS3.2.1 Define project coding mask OPSJIMG- Project system- Structure work breakdown structure project coding mask define project maskSteps Delete existing coding mask. Enter new coding mask, keep the status lck and lKs indictor uncovered.Tips, notificationsNumber or charagctercoding maskIts so weared that you can create project definition only includs number or character even if you have not define coding mask for them.Relationship between XX and 00If you define coding mask with XXX, you still use 000 to cover it in instance. But you can not do that by contrast.3.2.2 Create project types for WBSE IMG-Project system Structure operative structure WBS Create project types for WBSETips, notificationsUseAuth. Control, statstics, substitution etc. 3.2.3 Define priorities for WBSE IMG-Project system Structure operative structure WBS Define priorities for WBSE3.2.4 Create project profile OPSAIMG-Project system Structure operative structure WBS Create project profile1. Control TAB 2. Organization TAB3. Plg board/ dates4. Controlling TABTips, notificationsUseProject profile specify almost all important characters, profiles, parameters for the project. It is also a meanningful index of PS module.NoticeMany profiles and parameters, such as costing sheet, network profile, settlement profile etc. , are not assigned during this phase due to not been defined. In the process below will be defined and assigned.Create another project profile V for internal construction project in the same way. Differences are that V can has many roots and the project type is V.3.2.5 Specify persons responsible for WBSE OPS63.2.6 Define field selection for WBS OPUJ/ OPUKThe field selection for Project Definition is defined as Tips, notificationsUseThe definition here can not be conflicted whit the parameters has been maintained in Project profile.The same rules will be effect when you define fields selection for WBS element, network, orders or etc.SettingsDefault setting is input, and u can change that status to req, disp or hide. The field selection for WBS element is defined as 3.2.7 Create user-defined fields for WBSE OPS1Tips, notificationsUseTo specify the user fields displayed in USER FIELDS for WBSE.SettingsJust modify the profile 0000001 due to having assigned user field profile 0000001 to project profile.The layout of this definition is in the details screen of WBS elements.3.2.8 Other setting for WBS Other settings include, Sub-StructureValidationTo set up rules to check the information in the instance project is right or not.substitutionTo set up rules to make the information in the instance substitute automatically.Enhancement for project definition and wbs elementIs more useful than user-field. You can define 255 user fields to enhance the project information.Take Substitution as an example for validation and substitution. ValidationStep 1 Create New substitution and enter the nameStep 2 Create and save new prerequisiteStep 3 Create and save new substitutionsStep 4 Create user exit if requiredThe mode pool is RGGBS000, and you can create own user exit and corresponding form in it, then draw the user exit in the substitutions.Step 5 The same method to define ValidationStep 6 Assign substitutions to Project profileNotices and ExplanationsUseThe substitution defined above is to set the field project type for WBS element to W automatically if the project profile is equal to W.About user exitRGGBS000 is default program for this usage. Another standard program called fgbbgd00 is called here, which defines all standard types used in your system. A subprogram of fgbbgd00 and RGGBS000 is shown as follows.1.DATA: be_wflo LIKE be_subrule VALUE W , be_such LIKE be_subrule VALUE S ,2. DATA: BEGIN OF exits OCCURS 50, name(5) TYPE c, param LIKE c_exit_param_none, title(60) TYPE c, END OF exits.exits-name = U200.exits-param = c_exit_param_field.exits-title = text-200. APPEND exits. FORM u200 USING e_rmvct TYPE bseg-bewar.PERFORM xref_to_rmvct USING bkpf bseg 1 CHANGING e_rmvct.ENDFORM. The standard user exit in project system CMOD Enhancement3.3 Settings for Operative structure - Network 3.3.1 Maintain network types OPSCIMG- Project system Structure Operative Structure Network Settings for networks Maintain network typesNotices and ExplanationsUseAuth. Check; Different number range; Different business; Different settlement.IMM Rel.The network will be released when you create it if you set this indicator for the network profile.3.3.2 Specify network parameters for network type OPUVIMG- Project system Structure operative structure network settings for network specify network for network type.Step 1 , Delete the existing parameter for the target plantsStep 2, Create new records for the plant and assign the right network type for these plant.Step 3, The same way to create network parameters for Plant AAA1.Notices and ExplanationsStrategySettlemt strategy for network which is defined in automatic settlement for network.Defult RuleSpecified by system and can not changeCost variant Act./ PlanUse default value PS02/ PS03 defined in Automatic costing in network/ activates;There are three types of cost variant in PS.u For Unit costing in network auto.u For costing in network auto.u For Easy cost planning and manually cost planning in WBSActvtyAcctAsgn. IndicatorThe cost will settle to upper WBS element if you set this indicator. Or else, the cost will settle to network header and then to the upper WBS element of network header.This indicator will take effect to control how the cost will be settled with the Header assigned/ Act. Assigned indicator in project profile and the settlement rules for network and WBS elements.Change XX indicatorIf these indicators are set, the changes of corresponding object will be record by system.The definition and assignment of change profile will be illustrated later.3.3.3 Define control key OPSUIMG- Project system Structure Operative structure Network Settings for network activities- Define control keyControl KeyDescriptionMain charactersWK01Internal processCNF Req.WK02Internal processPossible CNFWK03External processCNF Req.WK04External processCNF Req. ServiceWK05General cost activity 3.3.4 Maintain network profile OPUUIMG- Project System Structure Operative Structure Network Settings for Networks- Maintain network profileNetwork TABGraphic TABActivities TABNoticesGraphicUse default settingsParametersParameters, including procurement, field key, version profile will be defined and assigned laterOrg. conflictThe conflication of organization assignment will be be warning in the configuration process, but will cause interruption in the business process. Example, Purchasing org. can be assigned to other plants which has not been defined in Enterprise Structure part. 3.3.5 Set up Number ranges for network CO82IMG- Project system Structure Operative Structure Network Settings for networks set up number ranges for network.Step 1 Choose edit group buttonStep 2 Create new group for Network type WK01Interval is from 90001 to 99999Step 3 Assign Order type WK01 to Group 3.3.6 Define and assignment change profileIMG- Project system- Structure Operative Structure Network Define change profileCreate Change profileNoticesDont delete manually added objectsCan not delete manuually add object automaticallyAssignmentMust assignment change profile to network profile. It seem like the common ways in SAP system to control message when user change some objects. Change documents, change profiles etc3.3.7 Define screen selection for default work centerIMG- Project system Structure Operative structures network Work center Define screen selection for default work center3.3.8 Define Work center usage for PS1. Use the default settings work center categories 0006 and usage 009 for project work center.2. Maintain data for default work centerIMG- Project system Structure Operative structures network Work center Maintain data for default work center. Basic data settings NoticesCapacities/ scheduling/ costingWill be configed in PP module. Technically, the work center in PS module can act as the work center in PP module. It also can collect cocst/ capacities for activites and users can also schedul the network activies based on the time set in work center.3.3.9 Define fields selection for networksIMG- project system structure operative structure network user interface settings- define fields selection for networksFor network header, WBS element must be input, which means network header must be assigned to a WBS element.Default settings for network overviewDefault settings for network detail. Modify work center 3.3.10 Assign network profile to project profileIMG- Project System- Operative structure- WBS Create Project profileIn the plg board/ dates screen3.4 Basil Settings for Milestone 3.4.1 Define milestone usageIMG Project system Structure Operative structure Milestones- Define milestone usageDefine four milestone usage for down payment billing, partials billing, final billing, key points in project processing. QuestionWhat is corresponding configuration in SD billing module, and how it used in milestone.3.4.2 Define Selection ProfilesIMG- Project System Structure Operative Structure- Milestones- Define Selection ProfilesStep 1 Create new selection profileStep 2 Create selection rulesThe definition above means only milestones with CNF and not TECO will be selected.Exp. CN41, choose the status selection profile3.5 COST3.5.1 Specify default for project definition object classIMG- Project system costs object class default values- specify default for project definition object classThe values has exist because it has been maintained in project profile3.5.2 Specify default for network header object classIMG- Project system costs object class default values- specify defaul