6. Information diffusion
6.4 Experimental configuration
this item. On the Sales B tab page, enter DIP profile 13000001. This profile is later used to control your sales pricing. Save the inquiry and return to the SAP menu.
2. Now use the sale pricing data to create a customer quotation. To do so, create sales pricing data for customer project T-200## in the Project System menu. First call up the sales price basis. In this screen, expand all the nodes in the structure and double-click Primary Costs to display details on them.
Then call up the Sales Price screen. Display the conditions for the quotation header (Project Quotation) and enter a transfer price surcharge of 10 % with condition type HA00.
To conclude, create a corresponding quotation. When doing so, enter Quotation Gr##as the short text for sales pricing. Finally, return to the SAP menu.
Task 4: Sales Order and Revenue Planning – Project T-200##
The customer accepts your quotation. Create an appropriate sales order in SD and assign the SD document to project T-200##. Enter different payment dates in a billing plan for the sales order items. Use your project milestones when doing so. Analyze the order values as planned project revenues in the Project System information system.
1. Create a sales order in SD. Enter the following data: order type PS1, sales organization 1000, distribution channel 10, and division 00. The sold-to party number is 1600 with the order number Gr##. The
required delivery date is today + 8 months. Enter an item for material T-20000with an order quantity of 1.
Hint: When creating the sales order, you can use existing quotations as a template. In this exercise, however, you will not use a template to create the sales order.
Assign the order item in the detailed data for the item to WBS element T-200##(Account Assignment tab page). On the Conditions tab page, change the item sales price manually by increasing the amount for condition type PR00 to EUR 880,000.
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Then create a billing plan (Billing Plan tab page) for the item. To do so, select all the milestones that are selected via WBS element T-200## and copy the milestone dates to the billing plan.
Note the dates and values in the billing plan in the following table so that you can compare them later with the planned revenues in the information system.
Billing Date Billing Value
Return to the item overview and save the sales order. Exit the screen for processing sales orders.
2. Optional: Use the hierarchy revenue report (Planned Contribution Margin) in the Project System information system to analyze the planned revenues for project T-200## (if necessary, delete the sales order number from the selection screen). Expand the data according to Period/Year and then compare the displayed data with the dates and values in the billing plan for the sales order item that you noted in the previous step. Then return to the SAP menu.
Solution 9: Cost and Revenue Planning
Task 1: Easy Cost Planning – Project E-99##
Plan costs for WBS elements at level 2 of investment project E-99##. To do so, use Easy Cost Planning and, if necessary, planning forms maintained in the system.
Optional: Analyze the costs using a hierarchy report.
1. Open project E-99## in the Project Builder. Call up Easy Cost Planning and create a cost estimate using the proposed costing variant.
Display the item view. Plan costs for WBS elements E-99##-1 Engineering, E-99##-2 Procurement, and E-99##-3 Assembly. To do so, select the relevant WBS element in the costing structure and choose a suitable planning form (for example, display the list of all the planning forms and choose the appropriate planning form for elevators, ZPS101, ZPS102, or ZPS103).
For Engineering (WBS element E-99##-1), use the planning form to plan costs for 100 internal labor hours and additional costs of EUR 6,700.
For WBS element E-99##-2, plan procurement costs for an elevator with a labor capacity 10, elevator location USA, and elevator cabin walls made of Metal.
For WBS element E-99##-3, use the planning form to plan costs for 120 assembly hours.
A planning form does not exist in the system for Acceptance (WBS element E-99##-4). For this WBS element, plan two items in the item view manually. Use item category E (internal activity) to plan costs for an activity input of 10 hours from cost center (resource) 4295 for activity type 1463. Plan material costs (item category M) for 10 pieces of the material (resource) B-1000 (Office Material - Folders) from plant 1000.
Copy the items to your cost estimate.
Then return to the Project Builder and save your cost planning data.
a) Open project E-99## in the Project Builder. To do so, choose SAP Menu→Accounting→Project System→Project→Project Builder and then choose project E-99## Elevator Gr## in the worklist. To display all of the WBS elements, choose Expand All.
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To call up Easy Cost Planning, choose Easy Cost Planning.
Confirm the data in the following dialog box by choosing Create Cost Estimate.
The costing structure is displayed on the left of the screen. Planned values do not exist yet. To enable you to analyze details on costing items at a later stage, choose Show/Hide Item View.
Hint: In the following steps, you can only plan costs for WBS elements that have been flagged as planning elements.
If you have not flagged all of the level 2 WBS elements as planning elements, you first have to return to the Project Builder and select the Planning Element operative indicator for these WBS elements.
b) Select WBS element E-99##-1 (Engineering) in the costing structure and choose Choose Planning Form. To display a list of all the planning forms, choose Start Search. In the list, select costing model ZPS101 Elevator: Engineering and confirm your selection by choosing
Copy.
Then enter the following characteristic values in the planning form:
Field Name Values
Internal Labor Hours 100
Additional Costs (Euros): 6,700
Choose Confirm. In the costing structure on the left, various items are displayed under the WBS element along with the different planned values. Detailed data for the individual items is displayed in the item view in the bottom right of the screen.
Hint: In the item view, you can add further items manually and copy them to the cost estimate.
c) Following the same procedure as before, create a cost estimate for WBS element E-99##-2 (Procurement). Select the WBS element in the costing structure and choose planning form ZPS102 Elevator:
Then enter the following characteristic values in the planning form:
d) Following the same procedure as before, create a cost estimate for WBS element E-99##-3 (Assembly). Select the WBS element in the costing structure and choose planning form ZPS103 Elevator:
Assembly.
Then enter the following characteristic value in the planning form:
Field Name Values
Assembly Hours 120
Choose Confirm.
e) A predefined planning form does not exist for WBS element E-99##-4 (Acceptance). To plan costs for Acceptance, select the WBS element in the costing structure and choose Append Row on the right in the item view (if necessary, display by choosing Show/Hide Item View) . Enter the following data in the two empty rows in the item view:
Item Category
Quantity Resource Plant/Activity Type
E 10 4295 1463
M 10 B-1000 1000
Confirm your entries with Enter and then choose Confirm.
Exit Easy Cost Planning and save the changes you have made to your project by choosing Back and Save. To exit the Project Builder, choose Exit.
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2. Optional: Use the hierarchy report Plan/Actual/Commitment/Rem.Plan/As-signed, which is based on the planned costs, in the Project System
information system to analyze the costs that you have planned for project E-99##. Expand the data according to value categories and period/year.
Then exit the report.
a) To start the hierarchy report, choose Project System→Information System→Financials→ Costs→ Plan-Based→Hierarchical→ Plan/Actual/Commitment/Rem.Plan/Assigned. Enter E-99## in the Project field on the selection screen and choose Execute.
The planned costs are displayed sorted according to the individual WBS elements. To carry out an analysis according to value
categories, choose Value Category on the left in the navigation panel.
To expand the display according to periods, choose Period/Year in the navigation panel.
To exit the report, choose Back and confirm the dialog box with Yes.
Task 2: Cost Planning via Activities – Project T-200##
Costs for customer project T-200## are planned by means of the quantity structure for the project activities. In addition to costs for internal/external activities and materials, you now want to plan additional primary costs using a further general costs activity and analyze the calculated costs in the project planning board.
Optional: Use a hierarchy report to analyze the planned costs for project T-200##.
1. Open project T-200## in the project planning board. Create a costs activity with the activity number 1050 and the description Additional Costsfor WBS element T-200##.1 Engineering and Design. Use this activity to plan costs amounting to EUR 4,000 for the proposed cost element (466000).
Redetermine the costs for the entire project (with new dates). Analyze the aggregated costs for the level-1 WBS element (T-200## Turbine) using the graphical cost overview in the project planning board. Save the changes you have made to your project and return to the SAP menu.
a) Open project T-200## in the project planning board. To do so, choose Project System→Project→Project Planning Board→Change Project
To create a new activity for WBS element T-200##.1, select WBS element T-200##.1 Engineering and Design on the left in the table area of the project planning board and then choose Create.
The system displays a window on the left containing different templates. Choose the activity (not the activity element) Individual Objects→ Activity→ Costs. In the project planning board overview, a new activity has been created under WBS element T-200##.1 Engineering and Design. Close the template area by choosing Open/Close Left-Hand Window.
To call up the detail screen, choose the new activity in the table area.
Change the costs activity data as follows:
Field Name Values
Activity 1050
Text (without caption) Additional Costs
Amount 4,000
Leave other fields as they are To return to the overview in the project planning board, choose
Back.
b) Calculate the project costs again. To do so, select all the WBS elements and activities with Select All and then choose
Calculate Costs. When doing so, update the project dates by choosing Yes in the dialog box for cost calculation.
Hint: In the table area of the project planning board, you can already see the calculated costs for the activities in the Project Cost Plan column. When activities are assigned to WBS elements, the planned costs for the WBS elements are displayed in aggregated form, which means that the level-1 WBS element shows the planned costs for the entire project.
From the detail screen for activities, you can call up a planned/actual comparison for the activities. You can run a cost report for selected WBS elements via the Extras menu.
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You can also use the Cost Overview in the project planning board to carry out a graphical analysis of the distribution of the planned costs with regard to time.
To analyze the aggregated planned costs of the level-1 WBS element graphically, select WBS element T-200## Turbine only on the left in the table area, and choose Cost Overview. In the lower part of the project planning board, the planned costs are displayed in the Cost/Revenue Overview and aggregated for the individual periods.
Save the changes you made to your project and exit the project planning board by choosing Save and Back.
2. Optional: Use the hierarchy report Plan/Actual/Commitment/Rem.Plan/As-signed, which is based on the planned costs, in the Project System
information system to analyze the updated costs for project T-200##.
Expand the data according to value categories and period/year. Then exit the report.
a) To start the hierarchy report, choose Project System→Information System→Financials→ Costs→ Plan-Based→Hierarchical→
Plan/Actual/Commitment/Rem.Plan/Assigned. Enter project T-200##
in the selection screen and choose Execute.
The planned costs are displayed sorted according to the individual WBS elements. To analyze the individual activities, expand the structure in the report. To carry out an analysis according to value categories, choose Value Category on the left in the navigation panel.
To expand the display according to periods, choose Period/Year in the navigation panel.
To exit the report, choose Back and confirm the dialog box with Yes.
Task 3: Optional: Customer Inquiry and Sales Pricing – Project T-200##
Optional: In SD, create a customer inquiry and link the document to project T-200##. Use the planned costs for the project to create sales pricing data and a customer quotation.
Hint: You normally create the customer inquiry in SD before creating suitable project structures in Project System.
1. In Sales in SD, create a customer inquiry. In the initial screen, enter inquiry type IN (Inquiry), sales organization 1000, distribution channel 10, and division 00. The sold-to party has the customer number 1600.
The inquiry is to be valid for one month from today. Enter an item for material S-1300. Enter Turbine System as the description and order quantity 1.
Assign this inquiry item to project T-200##. To do so, enter WBS element T-200##on the Account Assignment tab page in the detailed data for this item. On the Sales B tab page, enter DIP profile 13000001. This profile is later used to control your sales pricing. Save the inquiry and return to the SAP menu.
a) To create a customer inquiry, choose SAP Menu→Logistics→Sales and Distribution→Sales→Inquiry→Create. Enter the following data on the initial screen:
Field Name Values
Inquiry Type IN
Sales organization 1000
Distribution channel 10
Division 00
Confirm your entries with Enter.
In the inquiry overview screen, enter the following data:
Field Name Values
Sold-to party 1600
Valid From Today’s date
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Valid To Today + 1 month
Material S-1300
Order quantity 1
Description Turbine system
Confirm your entries with Enter.
b) To call up the details for this item, choose item number 10. The Item Data screen is now displayed. Choose the Account Assignment tab page and enter T-200## in the WBS Element field. Now call up the Sales B tab page and enter DIP profile 13000001 for subsequent sales pricing.
To save the inquiry, choose Save. The inquiry number is displayed below in the status bar. Return to the SAP menu by choosing Back (twice).
2. Now use the sale pricing data to create a customer quotation. To do so, create sales pricing data for customer project T-200## in the Project System menu. First call up the sales price basis. In this screen, expand all the nodes in the structure and double-click Primary Costs to display details on them.
Then call up the Sales Price screen. Display the conditions for the quotation header (Project Quotation) and enter a transfer price surcharge of 10 % with condition type HA00.
To conclude, create a corresponding quotation. When doing so, enter Quotation Gr##as the short text for sales pricing. Finally, return to the SAP menu.
a) To create the sales pricing data, choose SAP Menu→Logistics→ Project System→Financials→Planning→Sales Pricing. In the initial screen, enter T-200## in the Project Definition field for the selection.
Then choose Sales Price Basis.
To expand the structure, first choose Expand All Nodes. Then double-click Primary Costs in the structure. If required, move the line between the structure and the lower area so that you can see everything you need to.
Hint: In the lower area, you can now analyze the planned amounts, the transfer amounts, and the sales price. You can change the transfer amount here with regard to the amount, percentage, or quantity and then block it. The Sales Price Basis screen enables you to process quotation items dynamically. The sales price screen, however, enables you to process the subsequent quotation.
b) To call up the sales price screen, choose Sales Price.
Hint: You can now see the structure of the quotation (along with the quotation header, item, and sub-item). A condition schema is located in the lower part of the screen. You can display and, if necessary, change the conditions for the individual levels in the structure by double-clicking them.
Choose Project Quotation of the Item column in the structure.
Different conditions for the quotation header are displayed in the lower part of the screen. To add a new condition, enter the following data in a new row at the bottom of the table:
CnTy Amount
HA00 10
Confirm your entries with Enter. The condition value is determined and the sale price is adapted accordingly.
c) To create a quotation, choose Quotation. Confirm the prompt to create the quotation by choosing Yes. Then enter Quotation Gr##as the sales pricing short text and confirm your entry with Enter.
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The system creates and then displays a quotation. To return to the SAP menu, choose Back (twice).
Hint: You can create as much sales pricing data as you require for a project. The values determined during sales pricing can also be updated to a PS billing plan for revenue planning purposes.
Task 4: Sales Order and Revenue Planning – Project T-200##
The customer accepts your quotation. Create an appropriate sales order in SD and assign the SD document to project T-200##. Enter different payment dates in a billing plan for the sales order items. Use your project milestones when doing so. Analyze the order values as planned project revenues in the Project System information system.
1. Create a sales order in SD. Enter the following data: order type PS1, sales organization 1000, distribution channel 10, and division 00. The sold-to party number is 1600 with the order number Gr##. The
required delivery date is today + 8 months. Enter an item for material T-20000with an order quantity of 1.
Hint: When creating the sales order, you can use existing quotations as a template. In this exercise, however, you will not use a template to create the sales order.
Assign the order item in the detailed data for the item to WBS element T-200##(Account Assignment tab page). On the Conditions tab page, change the item sales price manually by increasing the amount for condition type PR00 to EUR 880,000.
Then create a billing plan (Billing Plan tab page) for the item. To do so, select all the milestones that are selected via WBS element T-200## and copy the milestone dates to the billing plan.
Note the dates and values in the billing plan in the following table so that you can compare them later with the planned revenues in the information system.
Billing Date Billing Value
Return to the item overview and save the sales order. Exit the screen for processing sales orders.
a) To create the sales order, choose SAP Menu→Logistics→Sales and Distribution→Sales→Order→Create. Enter the following data on the initial screen:
Confirm your entries with Enter.
In the order overview screen, enter the following data:
Field Name Values
Sold-to party 1600
Purchase Order Number Gr##
Required Delivery Date Today + 1 year
Material T-20000
Order quantity 1
Confirm your entries with Enter. If necessary, confirm the prompt to reschedule the invoice date with Enter. Create the order without using quotation templates. To do so, choose Continue
Confirm your entries with Enter. If necessary, confirm the prompt to reschedule the invoice date with Enter. Create the order without using quotation templates. To do so, choose Continue