SAP PS Module

8/12/2019 SAP PS Module

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Project System Module (PS)

Presented by:


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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


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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


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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


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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


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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


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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)


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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


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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


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Controlling Levels

Capital Investment Costs Revenues

Personnel Assets Materials Departments

Result

Resources

Value Time

Vendor CustomerS & DProduct ionProcurement

Management

Controlling

Execution


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Project TasksCross-department

AgreementsHierarchy

of tasks

Planning and Controlling

Production

AccountingSales

Costs

Dates

Resources

Purchasing

Budget


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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


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- 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


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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


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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


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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


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Integration Example: Purchasing

Ordering

Invoiceverification

BE

Goodsreceipt

Purchaserequisition

Purchase order

monitoring

Bid

invitation

Entry of

quotation

Vendor

selection

?=


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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


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Operative Structures in Projects

WBS

Project definition

Network


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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)


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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


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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


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Projection Definition

First Step in creating a project

Outline connecting all objects createdwithin a project

Contains data used for the entire project

Default values that are copied into the new

WBS elementsyou create for this project


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Work Breakdown Structure

Financial data

Customer

Vendor

Periodic processing

Surcharges

Settlement

Commitment

Purchase requisition

Purchase order

Purchase

order

Budget

Original budget

Release budget

Dates

Basic dates

Scheduled datesActual dates

April

7

Costs

Planned costs

Actual costs


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Work Breakdown Structure Focus is on planning, analysis, description, control and

monitoring costs, basic dates and budgets

It forms the basis for organization and coordination inthe project

Shows amount of work, time required, and cost involved

Operative basis for further steps Structured according to different criteria depending on

level detail

Tasks and Activities are describe as individual elements


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Work Breakdown Structure WBS Elements

Can be:

Tasks

Partial Tasks which are subdivided further

Work Packages

Start and finished dates

Text describing the work to be performed

Responsible cost centers

Cost centers carrying out the project


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Structure of a WBS

Currency

DocumentsPS textsMilestones

Subproject


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Network

Scheduling

RelationshipsConstraints

Floats

Critical activities

April

7

Controlling

Earned value reports

Capacity load

Periodic processingSurcharges

Settlement

MaterialPurch. parts / assemblies

Dates

Costs, commitment

External processingServices

Dates

Costs

Internal processingWork

Dates

Costs


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Network

Networks represent processes or task in a project

Essential elements of a network are:

Activities

Work Center, Duration, S&F, Resources Required, Texts

Activity elements

Relationship

The Network Header contains data required for theentire network


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Network Question that are answered using network

information Where are we unclear?

Where are the Scheduling uncertainties?

When and what amount are cost incurred?

When and what quantity do resources are madeavailable?

Relationships

FS (finish-start) FF (finish-finish) SS (start - start) SF (start-finish)


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Structure of a NetworkNetwork header

Internal

processing

PS texts

Externalprocessing

Services

Internal

processing

Material components

Production resources/tools

Qualification

Int. processed

element

Gen. costs

element

Ext. processed

element

Documents

Generalcosts activity

External

processing

Milestones


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Relationships

AssemblyProduction

FS relationship

DesignPurc.order

Purc.order

SS relationship

Start

-upSF relationship

Work

scheduling

BOM

FF relationshipDesign

Acceptance


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Work Breakdown Structures and

NetworksNetworkWBS

13 Elevator13-1 Engineering

13-1-1 Elec.parts

13-1-2 Mech.parts

1000 Layout

1030 Engineering: Mech.parts

1050 Engineering: Elec.parts

1120 Procurement:: Car

1080 Procurement: Mech.parts

13-2 Procurement13-2-1 Elec.parts

13-2-2 Mech.parts

1060 Procurement::Motor

1100 Procurement: Elec.

parts

1140 Assembly

2000 Acceptance

1170 Release

3000 Insurance

13-3 Assembly13-4 Insurance

13-1-1

13-1

13-1-2

13-1 13-2

13-2-1 13-2-2

13-413-3

13

1000 1170

1080

1120

1060

1100

10301050

1000

1140

2000

3000

1170

1100

1060

1050

1000

3000

1140

2000

1170

1030

1120

1080


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Planning (Cost and Dates)

Various ways of planning dates

Plan dates in the WBS, binding on any further planning

Dates in the network are determined by the system ormanually

Plan dates in lists, or using the various PS graphicinterfaces.

Types of dates

Basic Dates - Binding basis of time schedule in the WBS

elements Forecast Dates - Expected dates for WBS elements


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Planning (Cost and Dates)

Plan cost at different levels of cost planning

Structure planning (by WBS)

Plan cost without the reference to a cost element

Cost element planning (detailed planning) Plan cost with reference to a cost element

Unit Costing

If information on sources of supply, quantities, andprices is available, you can use unit costing to produce aproject cost plan


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Approval (Budget)

Approval Phase

Prescribe the project funds in the form of abudget

Budget differs from the cost plan in that it is binding

Starts with defining an original budget for theWBS element

Store as overall, then distribute it

Release the budget in stages, prevents exceedingearly


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Execution (Actual data)

Actual dates and costs are confirmed

status of activity processing is documented

system checks the dates of the WBS elementand set actual dates

Actual cost create activity allocation

Tolerance limits

Integration


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Closing

Project closing

Collecting all costs

Settling the costs

Closing the structures