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SAP PS Module

Jun 03, 2018

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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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    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)

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    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

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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