3. Contextualización y Diseño del Proyecto
3.1. Contextualización
You can choose to activate the entire Services Industries Package scope or certain scenarios. If you wish to activate the full scope, follow the common steps below and read the sections highlighted with a gray solid-lined box. If you wish to activate certain scenarios, follow the common steps below and read the sections highlighted with a yellow dash-lined box.
For an instruction on how to get information on all scenarios included in the Services Industries Package, see section Decision on the Scope to be Activated above.
Step 1: Import the Solution File
1. To run the SAP Best Practices solution builder, from the Command field, enter /n/smb/bbi and choose Enter.
2. On the Solution builder – solution editor screen, from the menu, choose Solution
Import.
3. In the Select one format to import dialog box, choose the Import XML file button.
4. In the Select the XML file dialog box, browse to the location of your XML file (in the folder you created during step Creating a Folder for the SAP Best Practices Activation, see above), select it, and choose Open.
5. Set the uploaded solution as the favorite solution: choose Solution Set Favorite.
Step 2: Set Document Path for Solution Builder
Use
This activity sets the document path for information that may be useful during activation so that users can find details from the SAP Help Portal about the scenario being activated.
Procedure
6. From the SAP Best Practices solution builder menu, choose Goto User Settings . 7. Choose the External Documents tab.
8. Choose the Display <> Change button. 9. Choose the Insert Row button.
10. Make the following entries:
Parameter Value
DOCUMENTATION http://help.sap.com/saap/sap_bp/BBLIBRARY/HTML/ 11. Choose Save.
Step 3: Scope the Solution
If you are activating the complete Services Industries Package scope, you can skip to step 4, Personalize the Solution, below. You can also follow the steps in this section, if desired, but they are not required for activation of a complete scope.
13. Choose the Scoping button (Ctrl+F9).
14. On the Scoping – Start screen, you can define the scope of scenarios you want to install. From the Select Template dropdown, select All Scenarios from the dropdown list, then choose Scope.
15. The system displays the Scoping for Solution screen. The screen displays all of the available scenarios that are part of the Services Industries Package.
Partial Scope: You can disable or enable scenarios by clicking the colored box for the scenario. An informational box displays. To remove a scenario from the scope, choose the Deselect button. The informational box closes and the colored box turns gray. To activate a disabled scenario, click the gray box for the scenario, and on the informational box, choose the Select button.
16. Choose the Save Data button.
17. In the informational box, enter a Solution ID and a Description, and then choose OK. 18. In the next dialog box, choose OK.
19. Choose Back twice.
20. Select your solution from the list, and then choose the Favorite button.
Step 4: Upload the Installation Data
The purpose of this step is to upload the installation data to the solution builder. This step is mandatory even if you do not want to personalize your solution.
21. From the SAP Best Practices solution builder main menu, choose Upload Installation
Data (Ctrl + F5).
22. On the Upload installation data dialog box, browse to the location of your installation data files (in the folder you created during step Creating a Folder for the SAP Best Practices
Activation, see above), select it, and choose Continue (Enter).
Step 5: Personalize the Solution (optional)
Check if you require personalized values – if you want to activate SAP Best Practices using default values, no action is required.
23. Ensure that the graphic files have been imported into the system. These graphics are attached to the SAP Note Additional information for BP- SOLBLD 70V* (see SAP Note 1301301; in this SAP note the release strategy for SAP Best Practices ABAP Add-ons is listed including information on the latest solution builder version. Once you have identified your solution builder version, you can check the relevant SAP Note Additional information
for BP- SOLBLD 70V* which refers to the version of the solution builder you have in
usage).
25. On the Personalization Enterprise Structure screen, select your target language, then choose Personalization.
Do NOT switch to expert mode and do NOT create any additional organizational data, for example an additional plant. This functionality is NOT supported in the SAP Best Practices Services Industries package and will cause serious errors.
26. Navigate to the relevant objects in the Navigation Area.
27. To personalize an entry, double-click the object in the graphical area. 28. Make any personalized entries on the detail screens.
29. If you want to personalize the printer, proceed as follows:
a. In the solution builder (solution editor) choose Generic PA (Ctrl + F8).
b. Choose the PA ID OUTPUT_DEVICE (DEFINE PRINTER) from the PA list (on the left side).
c. Enter the new printer name for the parameter I_LDEST (on the right side). d. The default printer LP01 can only be replaced by a printer already existing
in your system (for more information on the printer environment, see the information outlined in section Printer Settings, Default Printer above). If no printer exists, the value LP01 has to be kept to avoid errors during the following SAP Best Practices activation.
30. Optional: Use the SAP Best Practices documentation mapping list which helps you to run through the Business Process Documentations (BPDs) using the personalized values.
For a detailed description on how to proceed, see below section Step 8: Mapping List
for Documentation (optional).
Step 6: Starting Activation
31. Ensure that your solution is set as a favorite solution.
32. From the menu, choose Goto Implementation Assistant (Ctrl + Shift + F3). 33. Select the top node of the solution, then choose the Activate button. 34. On the Activate solution dialog box, make the following entries:
Field name User action and
values Comments
Target
language NL You can also use target language EN. As consequence selected language independent fields will be filled with English description texts instead of Dutch texts.
Supplemental
data <location of folder with graphic file
smb40_leaf.bmp >
Use the folder that was created in step Creating a
Folder for the SAP Best Practices Activation. In
Field name User action and
values Comments
the graphic file smb40_leaf.bmp is available in that folder.
You cannot use UNC paths (e.g.
\\dwdf030\SME\...).
Always use a mapped network drive (e.g. Z:\SME) Also it is not possible to use any root directory of your local drive (e.g. Z:\ or C:\)
Workbench <workbench
request number> By default this field and the Request button are not active because the Create Workbench Request checkbox is selected. The system will
create the workbench request automatically when the Create Request checkbox is selected . If you would like to manually create or select an existing transport, deselect the Creat Request checkbox. Customizing <customizing
request number> By default this field and the Request button are not active because the Create Customizing
Request checkbox is selected. The system will
create the customizing request automatically when the Create Request checkbox is selected . If you would like to manually create or select an existing transport, deselect the Creat Request checkbox. Skip this
screen Deselect If selected, the system will not display the Activate solution dialog box upon resumption of activation
following an error or manual activity. If deselected, the Activate solution dialog box will display every time after resumption of activation.
With demo
data Select If selected, system executes activation steps that create demo data. If deselected, these steps are not executed.
Activation w/o demo data – What does this mean?
If you want to activate the Services Industries package without demo data, you can deselect the checkbox to turn off activation of demo data.
After activation is completed, you will not be able to test the business scenarios. The scenario testing requires the presence of the demo data and related configuration settings.
To test the business processes with customer demo data, you can create your own demo data. Proceed as follows:
0 Select the business scenario you want to test
1 Check the row in the Prerequisites Matrix file for this scenario to determine the required prerequisite building blocks.
3 For all Building Blocks that belong to the scenario have a look at the steps that have the check box activated in column De (Demo).
4 Refer to the corresponding Configuration Guide and create the required configuration and master data activities manually.
Errors occur during activation – Where can I find more information to solve the issue?
In case of any issues during activation always check section: Error Handling: Installation Errors during activation
35. Choose Continue.
Manual Step handling
There are some manual steps that you will need to handle during activation. The solution builder will display a procedure dialog box with instructions for you to follow to process the step. The table below lists these manual steps as they are part of the default full scope activation:
Building Block Number
Building Block
Title Step Name Manual requirement
100 SAP BP Installation Create logical System only manual confirmation required 100 SAP BP Installation Activation of Services only manual
confirmation required 161 Cost of Sales
Accounting Assign scenarios and customerfields to ledgers (Message) only manual confirmation required 161 Cost of Sales
Accounting Creating a Library with a Template mandatory 165 Activate Document
Splitting
Assign scenarios and customer fields to ledgers (Message)
only manual confirmation required 123 Cross Company Sales Order Processing
Enhance Material Master mandatory
260 Extended
Accounting for Services Industries
Change Form for Profitability Reports
263 SD/MM Generic Settings for Services Industries
User Exit: Travel Per Diem and Print-/Smartform Enhancement
Building Block Number
Building Block
Title Step Name Manual requirement
Services Industries 266 Offline Time
Recording Check that the technical requirements have been met 266 Offline Time
Recording Enhancement: Adobe Interactive Form and ABAP Program according to Config Guide
279 Time Recording
External Resources User-Exit: DIP - Itemization of Activities by External Resources Enhancement 435 Project with Sales
Order with External Resources
Maintain models for Easy Cost Planning
If you use PERSONALIZED values (for example company code 9999 instead of the default value company code 1000 or shipping point 8888 instead of default value shipping point 1000 and so on), do NOT use the DEFAULT values in the manual step configuration descriptions and configuration guides, respectively, but use your personalized values wherever applicable.
Step 7: Concluding Activities
After you finished the activation of the scenarios, you must run all steps in the Prerequisite
Process Steps document (BPD 154) as prerequisite before you can test your scenarios.
The Prerequisite Process Steps document (BPD 154) can be found in the SAP Best Practices documentation package: In the section Technical Content Library
Prerequisite Process Steps accelerator Content Library.
Step 8: Mapping List for Documentation (optional)
If you have personalized the solution (see step 5) you can create a mapping lists which helps you to run through the Business Process Documentations (BPDs) using the personalized values.
This is an optional step and is only possible if you have personalized the solution (see step 5).
This is a task that is usually carried out together with the business consultant who will take over the steps as described in section Evaluate Business Content / Scenarios –
Procedure
35. From the menu choose menu Goto Personalization
Export
as CSV file36. Select a folder for exporting the list. The list will be exported to the selected folder as .csv file.
37. Open the file using e.g. Microsoft Excel and print it out for future reference. For details on how to create the mapping list check the solution builder user guide.
The SAP Best Practices solution builder is updated continuously; for details check the release strategy of the solution builder as outlined in SAP Note 1301301. Depending on the solution builder version you have installed in your system,
appropriate solution builder user guides are available. Check the SAP Note 1301301 to identify the relevant solution builder SAP Note for your solution builder version; the solution builder user guide is attached to the respective SAP note.