SAP PS Module

8/12/2019 SAP PS Module

1/38

Project System Module (PS)

Presented by:

8/12/2019 SAP PS Module

2/38

Overview

Review of Organizational Elements andMaster Data

Overview of Projects using the PS moduleand how it is integrated with othermodules in the R/3 System

Become familiar with the basic functions inthe PS module

8/12/2019 SAP PS Module

3/38

PS

Organizational Areas in R/3

Accounting

Cost accounting

Production

Sales organization

Sales area

Purc.organization

Company code

Business area

Controlling area

Prof.segment

FM

area

Human resources

Personnel

area

Planning

Plant

Treasury

Sales

Purchasing

Warehouse

Plant Maintenance/

Service

Plant

8/12/2019 SAP PS Module

4/38

Organizational Structures: Accounting

Controlling area

1000

Company code

1000

Fin.mgt area

1000

Company code

1000

Company code

2000

Business

area 4000

Business

area 6000

Business

area 1000

Business

area 2000

Business

area 4000

Operating concern

IDEA

8/12/2019 SAP PS Module

5/38

Valuation level

Organizational Structure: Logistics

Storage loc.003

(WMS store)

Controlling area

1000

Company code

1000

Sales organization

0001

Sales path

01

Division 06

Division 08

Plant 1200

Plant 1300

Shipping point

0006

Shipping point

1200

Storage location

0001

Storage location

0002

Purchasing organization

1000

8/12/2019 SAP PS Module

6/38

Organizational Elements and Master

Data

Operating Concern - (CO) Part of organization forwhich the sales market is structured in a uniformmanner (product group, customer group) cancontain >1 controlling area

Controlling Area - (CO) Identifies a self-contained,organizational unit within a group, for which costaccounting can be performed

Company Code - (FI) Smallest organ unit for which acomplete self-contained set of accounts can bedrawn up for purposes of external reporting

8/12/2019 SAP PS Module

7/38

Organizational Elements and Master

Data

Division -(SD) Based on responsibility for sales or profitsfrom salable materials or services

Plant - (LO) Within Logistics, a place where either materials

are produced or goods and services are provided. Assumesvariety of roles (Maintenance Plant, retail or wholesale site)

Storage Location - (LO) Allows the differentiation ofmaterials stocks within a plant

Shipping Points - (SD) Fixed location that carries out shippingactivities (companys mail department)

8/12/2019 SAP PS Module

8/38

Organizational Elements and Master

Data

Business Area - (FI) Represents a separate area of operations orresponsibilities within an organization. Can have several CompanyCodes

Purchasing Organization - (MM) Procures materials and services,negotiates conditions of purchase with vendors, and bearresponsibilities for such transaction

Sales Organization - (SD) Sells and distributes products, negotiatesterms of sales, and is responsible for these transaction

Organizational Structure is prerequisite for making correct application

- specific system setting in customizing - it is the framework

8/12/2019 SAP PS Module

9/38

Cost center

Cost element

Activity type

Profit Center

Master Data Central FunctionsClasses

Characteristics

Object dependencies

Documents

Person

Qualification

profile

Human Resources

Treasury

Commt

item

Capital investment management

Purchasing

Material

Activity master

Vendor

Purc.info record

Work center

BOM

PRT

G/L account

Chart of accounts

Plant Maintenance/

ServiceEquipment

Asset

CI program

Accounting

Network

Production

WBS

Cost Acctg

8/12/2019 SAP PS Module

10/38

Controlling Levels

Capital Investment Costs Revenues

Personnel Assets Materials Departments

Result

Resources

Value Time

Vendor CustomerS & DProduct ionProcurement

Management

Controlling

Execution

8/12/2019 SAP PS Module

11/38

Project TasksCross-department

AgreementsHierarchy

of tasks

Planning and Controlling

Production

AccountingSales

Costs

Dates

Resources

Purchasing

Budget

8/12/2019 SAP PS Module

12/38

Overview of Projects Tasks with particular characteristics

Complex, unique, and involve a high degree of risk Limited duration, and cost and capital intensive

To execute a project: Need a project-specific organizational form

Must describe the project objective Structure the project activities you want toperform Structured according to:

How it is organized using Work BreakdownStructure (WBS) The processes involved using Networks

8/12/2019 SAP PS Module

13/38

- Investment

- Marketing- Make-to-order

production

- Asset

construction

- Shutdown

- Services

- Plantmaintenance

- R & D

- EDP projects

- Structures

- Time scheduling- Project plannimg

board

- Cost planning

- Financial data

- Budget

- Info system

Use Views

- Materials

Management

- Cash Management- Resources

- Operating results

- Controlling

- Periodic processing

- Configuration

- Workflow

- Investment

Management

PSFunctions

Project System

8/12/2019 SAP PS Module

14/38

IntegrationPPSD

Quotation

Order

Billing

document

Purchase requisition

Purchase orderGoods receipt

Invoice receipt

Material issue

CO

FI

Order

SurchargesDistribution

Assessment

Activity allocation

Invoice

Asset under

construction

Settlement

Plant maintenance

order

Settlement

Plan order

Production order

Settlement

PM AM

MM

8/12/2019 SAP PS Module

15/38

Integration of Financial Data

Purchaserequisition Purchaseorder

Down paymentrequest

Quotation

Financial

budget

Expenditure

Revenue

PaymentBankclearing

Goodsissue

Downpayment

Bankclearing

Invoiceissue

PaymentSalesorder Down

paymentrequest

Downpayment

Delivery

Invoicereceipt

FI

SD

MM

FI

PS

> 3.0

> 3.0

> 3.0

8/12/2019 SAP PS Module

16/38

Integration Example: Vendor Down

PaymentPurchase

order item

Down payment clearing

Invoice checked against

down payment document

Down payment

Invoice

Payment

Difference between

invoice and down

payment clearing

Down payment

request

8/12/2019 SAP PS Module

17/38

Integration Example: Purchasing

Ordering

Invoiceverification

BE

Goodsreceipt

Purchaserequisition

Purchase order

monitoring

Bid

invitation

Entry of

quotation

Vendor

selection

?=

8/12/2019 SAP PS Module

18/38

Function Model (5)Status/

Phase

Projectdefinition

Network

Workbreakdownstructure

.

.

.Budget

Release. . .

PPorder

.

.

.

Commitment,

costs,revenu

es

Confirm-mation

T I M E

Structuring Planning Approval Execution

Concept Structure CostsDates Budget Actual data

Costs

Dates

Structuring Closing

Settlement

.

.

.

Settlement

Settlement

8/12/2019 SAP PS Module

19/38

Operative Structures in Projects

WBS

Project definition

Network

8/12/2019 SAP PS Module

20/38

Operative Structures in Projects

Project definition Defines task to carry Contains data which is binding on the wholeproject

such as start and finish dates and organizationdata

WBS is the model of the project Project services to be rendered in graphicalform Operative basis for cost planning, timescheduling, and budget

allocation in projects Network reproduces the activities from theproject

Operative basis for the planning and control ofdates, costs andresources (personnel, machines, PRTs,materials)

8/12/2019 SAP PS Module

21/38

Master Data

Basic dates

Organizational units

Work breakdown structure

Budget

Costs

Basic dates

Responsibility-oriented

organization

Network

Process-oriented

organization

Dates

Resources

Resource costs

1:N

Project definition

8/12/2019 SAP PS Module

22/38

Project Definition

Default values

Company code

Currency

Settlement rule

Organizational

outline

Controlling area

Planning

parameters

For dates

For costs

April

7

Dates

Basic dates for

entire project

March

31

April

6