BusinessConfiguration BA en PDF

SAP Business ByDesign
BUSINESS CONFIGURATION
SAP BUSINESS BYDESIGN
SAP Business ByDesign Table Of Contents
TABLE OF CONTENTS
1 2
2.1 2.2 2.2.1 2.2.2 2.3 2.3.1 2.3.2 2.3.3
Business Configuration ................................................ Business Background ....................................................

Configuring Your SAP Business ByDesign Solution ............................................ Scoping ................................................................................................................ Scoping ................................................................................................................ Implementation Focus ......................................................................................... Implementing a Project ........................................................................................ Implementing a Project First Implementation ................................................. Implementing a Project Change Projects ......................................................... Understand the Overall Migration Process ..........................................................
4 5
5 7 7 10 11 11 18 24
3
3.1 3.2 3.3 3.4
Overview View .............................................................. 26

Overview Quick Guide ......................................................................................... View the Scope of the Current Solution .............................................................. Make Immediate Changes .................................................................................... Add Configuration Elements to a New Change Project ........................................ 26 28 29 30
4
4.1 4.2 4.2.1 4.2.2 4.2.3 4.3 4.3.1 4.3.2 4.3.3 4.3.4 4.3.5 4.3.6 4.3.7
Implementation Projects View ..................................... 34

Implementation Projects Quick Guide ................................................................. First Implementation Project ............................................................................... Prepare the First Implementation Project ............................................................ Implementation Project Template ....................................................................... Complete the Activity List ................................................................................... Change Project .................................................................................................... Prepare a Change Project ..................................................................................... Change Scenario: Add Country ........................................................................... Complete the Activity List ................................................................................... Delete a Change Project ....................................................................................... Cancel a Change Project ...................................................................................... Simulate Merging a Change Project with Production .......................................... Update a Change Project from the Production System ........................................ 34 35 35 39 39 47 47 51 53 61 61 62 63
5
5.1
Reports View ................................................................ 64

Configuration Change History ............................................................................
PUBLIC 2011 SAP AG. All rights reserved.
64
2
SAP Business ByDesign Table Of Contents
5.2 5.3
Solution Proposal ................................................................................................ Current Scope ......................................................................................................
65 66
PUBLIC
2011 SAP AG. All rights reserved.
SAP Business ByDesign Business Configuration
1 BUSINESS CONFIGURATION
Business configuration enables you as a customer to evaluate and quickly set up the SAP Business ByDesign solution to meet the specific requirements of your company. It also allows you to adapt and improve your solution at any time as your needs change.
Business Configuration encompasses the following sections: Business Background Overview View Implementation Projects View Reports View
Features
PUBLIC
SAP Business ByDesign Business Background
2 BUSINESS BACKGROUND
2.1 CONFIGURING YOUR SAP BUSINESS BYDESIGN SOLUTION

Overview
Business configuration enables you as a prospective or existing customer key user to evaluate and quickly set up the SAP Business ByDesign solution to meet the specific requirements of your company. It also allows you to adapt and improve your solution at any time as your needs change.
Business Adaptation Catalog The full set of solution capabilities are outlined in a central business adaptation catalog. This catalog organizes and structures the capabilities into a hierarchy of business areas, packages, topics, and options. SAP and its partners have already defined the technical system settings and the content that is needed to accommodate each element of the catalog. This predefined content is based on industry-specific best practices developed from the extensive knowledge and experience that SAP, with the help of its partners and customers, has acquired over the years. The process of selecting solution capabilities that are stored in the business adaptation catalog is called Scoping. You begin scoping by providing some basic information about your company, namely the countries and type of business you operate in. This instantly causes the system to preselect the relevant elements of the business adaptation catalog and the corresponding predefined content. Since each company has unique requirements, the system then enables you to make a series of business decisions to adjust the preselected content and determine which of the available features and functions you want to incorporate into your solution. The catalog has built-in rules to ensure that all selections you make are logical and consistent, from a business and technical point of view. Thus, when you make a selection, the system makes the necessary additional selections or deselections automatically. Also, when you make a selection that creates a conflict, the system identifies the involved elements so that you can decide which selection to reverse. The system provides you with embedded decision support throughout business configuration to simplify the process. For example, brief on-screen explanations are used to describe the functionality and relevance of each catalog element. If you do not make any explicit selections for a specific element of the catalog, the system automatically uses default settings based on best practices. This minimizes the number of decisions you have to make manually, while always ensuring that your scoping is complete and consistent. Your Solution Profile From the very first time you begin to adapt SAP Business ByDesign to suit the needs of your company, the information you provide and the decisions you make are stored in a unique solution profile. SAP stores this profile along the entire life cycle of your solution and updates it each time you make changes. If you decide to purchase the solution, the system uses this profile in conjunction with your activity list as the basis for creating a live solution for your company. After your solution has gone live for the first time, the same solution profile allows you to make changes to your solution either immediately in your production system or by creating a change project to implement more detailed changes.
Benefits
The benefits of the new approach to configuration used in SAP Business ByDesign are described below.
PUBLIC
General Simplifies the configuration process, allowing it to be performed centrally for the entire solution at any stage of the life cycle. Increases transparency by exposing the full set of solution capabilities in a comprehensive, business-oriented catalog that is used along the life cycle to evaluate, build, and change each customers solution. Prospects, customers, partners, and SAP all use the same catalog. Reduces total cost of ownership (TCO) by enabling rapid implementations, which require significantly less effort than other solutions on the market today. Automates the assessment of your requirements, matching requirements to available solution capabilities and translating them into the necessary system settings. Speeds up the configuration process by providing predefined content and system settings, based on industryspecific and country-specific best practices. Customer Speaks business language, enabling you to create your own solution by making a series of logical decisions, without having to rely on external consultants or delve into complex system settings. Adopts a user-centered approach, giving you the highest possible level of control to autonomously shape the future of your business both during the initial implementation and as changes are made to your solution throughout the life cycle. Records all the decisions you make and stores them in your own unique solution profile, which is seamlessly carried forward through the life of your solution. This ensures that you are never asked the same question twice. Increases long-term flexibility by enabling you to adapt your solution at any time by following the same process that you completed during the initial setup. In this way, midsize customers can quickly innovate and respond to, or anticipate, changing business requirements. This increases their chance of success in highly-competitive and rapidly-changing markets. Provides a high level of decision support through embedded services and continuous knowledge transfer. Facilitates collaboration between the customer, SAP, and other interested parties.
Process
The First Implementation Project With the first implementation project, you select the initial scope of your solution and then work through the activity list to get your solution up and running for the first time. Scoping When you want to begin evaluating SAP Business ByDesign, you carry out a scoping workshop with the assistance of an SAP or partner solution adviser. The solution adviser guides you through the process of defining the initial scope of your solution with the first implementation project. You can procure an implementation project template or you provide some basic information about your company, namely the countries and type of business you operate in, and decide if you would like to scope the complete solution or a limited implementation focus such as Manage and Control Projects. This instantly causes the system to preselect the relevant elements of the business adaptation catalog and the corresponding predefined content. Since each company has unique requirements, the system then enables you to make a series of business decisions to adjust the preselected content and determine which of the available features and functions you want to incorporate into your solution. For more information, see Prepare the First Implementation Project. Activity List Based on your scoping decisions, the system generates an activity list of the mandatory implementation and project management activities that you need to complete before your solution can go live for the first time. Once you have decided to purchase the SAP Business ByDesign solution, you can begin to work through these activities. Also, even after the activity list has been generated, you can review your scoping decisions and, if necessary, adjust your solution capabilities. For more information, see Complete the Activity ListComplete the Activity List.
PUBLIC
Changes After Go Live The ability to make changes to your solution after it has gone live is a key feature in SAP Business ByDesign. It ensures that your company can anticipate and respond quickly to changing business requirements at any time during the life cycle of your solution. There are two ways to change your solution after it has gone live: immediate changes and change projects. Immediate Changes You can make immediate changes to a selection of fine-tuning settings. These non-critical changes can be applied right away without disrupting the use of the live solution. For more information, see Make Immediate Changes. Change Projects For more complex changes to your solution, you can prepare a change project. Just as in the first implementation project, the main part of preparing a change project is selecting or adjusting solution capabilities and reviewing scoping questions. Based on your decisions, the system generates an activity list for your change project containing all mandatory activities that need to be completed in order to use your changes productively in your solution. Every time you create a new change project, a copy of your solution profile is made. This allows you to prepare and implement your changes in a separate environment that does not affect your production system. If you are making many detailed changes at once, you can request a separate test system in which you can test your changes. If your changes require tool-supported migration, you can also request a migration test system to define the necessary migration settings. When you are ready, the activity list allows you to merge your changes back to the production system and finalize your change project. For more information, see Prepare a Change Project.
2.2 SCOPING 2.2.1 SCOPING

In the SAP Business ByDesign solution, scoping is the process of matching your individual business requirements to predefined solution capabilities using the business adaptation catalog. The catalog structures all available capabilities for the solution into a hierarchy of business areas, packages, topics, and options. SAP and its partners have already defined the technical system settings and the content needed to accommodate each element of the catalog and to support your requirements. This predefined content is based on industry-specific and country-specific best practices. During the scoping process, all of your decisions are stored in a unique solution proposal. This document is available when you have finished scoping and contains detailed information about your scoping selections.
Overview
It is important to understand the dependencies that exist between the elements of the catalog and the constraints that are applied by the selections you make during scoping. Constraints and Dependencies Some elements of the catalog are mandatory. For example, if you select the Selling Products and Services business package, you will also need the Sales Order business topic, which provides the core functionality associated with the package. The system automatically selects this topic for you, reducing the number of manual selections you have to make. The Customer Returns topic, on the other hand, is optional. You have to decide whether you want to select this and implement the additional functionality. The catalog has built-in rules to ensure that all of the selections you make are logical and consistent, from a business and technical point of view. Thus, when you make a selection, the system makes the necessary additional selections or deselections automatically. For example, if you are a German customer and you select the GKR business option within the Local Chart of Accounts topic in the Financials area, the system automatically disables the IKR option, since you can use only one chart of accounts for local reporting within your company. Also, when you make a
PUBLIC 2011 SAP AG. All rights reserved. 7
Prerequisites
selection that creates a conflict, the system identifies the involved elements so that you can decide which selection to reverse. Default Settings The system has predefined content behind each catalog element. If you do not make an explicit selection for a specific element of the catalog, the system automatically uses default settings that are based on best practices for your industry and country. You can choose to accept these recommendations and skip straight to your scoping results, or you can adjust the preselections.
Scoping is relevant for prospects who want to learn more about SAP Business ByDesign or customers who want to define and adapt their solution as they work with it. Depending on what point you are at in evaluating or using the solution, there are different routes through which you can process your scoping. First Implementation Project When you want to begin evaluating SAP Business ByDesign, you carry out a scoping workshop with the assistance of an SAP or partner solution adviser. The solution adviser guides you through the process of defining the initial scope of your solution with the first implementation project. 1. You select the countries and the types of business in which your company operates. With this initial input, the system already begins to anticipate your requirements based on best practices for your country and industry. It is also possible to procure an implementation project template. This is a solution profile that contains scoping elements to suit specific requirements and business needs. 2. You decide if you would like to scope the Complete Solution or a limited implementation focus such as Buy, Sell, and Administrate or Manage and Control Projects. This instantly causes the system to preselect the relevant elements of the business adaptation catalog and the corresponding predefined content. 3. You review the scoping elements that the system preselected based on your country, type of business, and implementation focus. You can accept these recommendations or you can adjust the preselections to determine which of the available capabilities you want to incorporate into your solution. Certain elements are mandatory for your scope and cannot be deselected. Built-in rules ensure that all selections you make are logical and consistent, from a business and technical point of view. Thus, when you make a selection, the system makes the necessary additional selections automatically. Also, when you make a selection that creates a conflict, the system identifies the involved elements so that you can decide which selection to reverse. 4. You answer scoping questions to make more detailed decisions about the capabilities of your solution. Most of the questions require only a simple Yes or No answer. Again, based on best practices, the system has preselected answers that you can accept or, where possible, adjust. Some answers are mandatory for your scope and cannot be changed. 5. You review your scoping results: Your Solution Proposal Executive Summary contains your company profile information and an overview of your scoping decisions. Your Solution Proposal is a comprehensive report containing your company profile information and the detailed results of your scoping session. Your Notes Summary is a summary of all of the notes you made during your scoping session. 6. You provide a description and a planned implementation timeline for your first implementation project. 7. Based on your scoping decisions, the system generates an activity list of the implementation and project management activities that you need to complete in order to go live. Once you have decided to purchase the SAP Business ByDesign solution, you can start working on these activities. Also, even after the activity list has been generated, you can review your scoping decisions and, if necessary, adjust your solution capabilities.
Process Flow
PUBLIC
For step-by-step instructions about defining the initial scope of your solution, see Prepare the First Implementation Project. Catherine Kennedy-Wood, the CEO of Akron Heating Technologies, Inc., meets Laura Ellis, an SAP solution adviser, for the first time at a solution info day. During this meeting, Laura helps Catherine to define a company profile for Akron with basic contact information, and specify the countries and industries that Akron operates in. Laura schedules a scoping workshop with Catherine. A small group of Akron employees representing different areas of the company also attend the session. They begin by confirming the decisions that Catherine made about the country and business type. Next, Laura takes a few minutes to introduce the idea of the catalog to the group. She explains that the system has already determined and highlighted the relevant business areas, packages, and topics from the catalog, based on their country and business type. At this point, they review and verify these preselections, making some adjustments. When they have finalized the business areas, packages, and topics, they move on to the list of preselected business options. Laura explains that SAP has already defined the technical system settings that are needed to accommodate each business option. All that Catherine and her team have to do is review the preselected business options and answer the corresponding questions. To make things even easier, Laura informs the group that they can simply decide to accept SAP recommendations and skip straight to the results, without reviewing each individual business option. These recommendations are based on industry-specific best practices, developed from the knowledge and experience that SAP, along with its partners and customers, has acquired over the years. Catherine chooses to accept the recommendations. The results provide Catherine and her team with a summary of the decisions made to-date that can be used as the basis for an initial proposal. Change Projects After working with your solution for a period of time, if you need to adjust your scope to meet changing business requirements, you can create a change project. You prepare and implement a change project in a separate project area. This means that your business processes are not interrupted and that you can have several change projects in progress at once. It is important to note that your changes do not take affect until you merge them with your solution. Preparing a change project is similar to preparing your first implementation project. Just as in the first implementation project, the main part of preparing a change project is selecting scoping elements and reviewing scoping questions. In addition, you identify mandatory and optional activities for implementing your changes. You can make some simple fine-tuning changes immediately rather than creating and implementing a change project. For more information, see Make Immediate Changes. 1. You search for configuration elements that you want to change and add them to the shortlist for your change project. The shortlist gives you quick access to these elements throughout the process of preparing your change project. 2. You select a change scenario that SAP has defined for typical business-driven changes, for example, adding a country. 3. You adjust the capabilities of your solution by selecting or deselecting scoping elements. Certain elements are mandatory for your scope and cannot be deselected. Built-in rules ensure that all selections you make are logical and consistent, from a business and technical point of view. Thus, when you make a selection, the system makes the necessary additional selections automatically. Also, when you make a selection that creates a conflict, the system identifies the involved elements so that you can decide which selection to reverse.
PUBLIC
4. You answer the scoping questions for the adjustments you have made. Based on best practices, the system has preselected answers that you can accept or, where possible, adjust. Some answers are mandatory for your scope and cannot be changed. 5. You review the activities that will be included in the activity list for your change project. Mandatory activities, such as essential project management activities and activities required for scoping adjustments you made, are already selected for inclusion and cannot be deselected. You can select additional optional and instructional activities for inclusion as well. 6. You review the summary of changes and provide a title, description, and planned implementation timeline for your change project. 7. Based on your decisions, the system generates an activity list for your change project containing all mandatory activities that need to be completed in order to use your changes productively in your solution. For step-by-step instructions about changing the scope of your solution with a change project, see Prepare a Change Project.
As you perform scoping for the first implementation project or for a change project, you can: Add a requirement to a business area if you feel a particular business area is missing some functionality. Later, an SAP solution adviser or partner will go through the catalog with you to check if any other catalog items fill the gap. If not, SAP or partners can define and create the new catalog items and underlying content that you require. Attach a note to any element of the catalog regardless of whether it is in or out of scope. You may want to do this for various reasons, for example to discuss a specific business option with a colleague from a different area of your company. At the end of scoping, you can see a summary of all your notes and deal with them efficiently. Use the embedded decision-support tools and documentation to see how certain selections affect your solution and to ensure consistency across all business areas. For example, the system provides you with a short explanation of each element of the catalog. You can also access information about the implications and consequences of selecting each element. For business topics, the system displays an icon beside each topic to illustrate which of the following categories it belongs to: Master Data, Processes and Functions, Forms and Messages, or Reports.
Features
See Also
Configuring Your SAP Business ByDesign Solution Implementing a Project First Implementation Implementing a Project Change Projects
2.2.2 IMPLEMENTATION FOCUS

Overview
Within the Implementation Focus step of scoping, you decide whether you want to implement capabilities from the complete functional scope of SAP Business ByDesign solution or from a restricted functional scope.
Instead of implementing the whole solution at once, you may prefer to take a phased approach. This reduces your initial implementation effort, as well as the risks associated with adopting a new solution that covers all areas of your business. If you select a limited focus initially, you can extend it to cover the whole solution at a later date. You can choose between the following implementation focuses: Complete Solution This enables you to implement capabilities from all areas of SAP Business ByDesign. Buy, Sell, and Administrate This enables you to concentrate your implementation on those capabilities of SAP Business ByDesign that empower smarter purchasing and facilitate the management of relationships with your customers and work-
PUBLIC
10
force. Selecting this implementation focus disables all capabilities associated with financials and logistics. For more information, see What Works Differently in Buy, Sell, and Administrate. Manage and Control Projects This enables you to concentrate your implementation on those capabilities of SAP Business ByDesign that use an integrated approach to improve project efficiency and transparency, without replacing your existing financials system in the first instance. Selecting this implementation focus disables all capabilities associated with financial operations and supply chain management. For more information, see What Works Differently in Manage and Control Projects.
2.3 IMPLEMENTING A PROJECT 2.3.1 IMPLEMENTING A PROJECT FIRST IMPLEMENTATION

The implementation of your SAP Business ByDesign solution includes all steps required for getting the system, the data, and the people in your company ready for Go-Live. The Activity List is derived from the agreed solution scope and includes all activities and milestones that the project team has to complete. The activities are structured by different project phases. Simple status and progress reporting per activity and activity group enable you to easily track the progress of your project as you work through the different phases. Once you have finished scoping, you can begin to work with the Activity List in the Business Configuration work center. The Activity List is automatically generated by the system based on your scoping decisions, and it is divided into separate phases. It includes all mandatory implementation and project management activities that you need to complete before your solution can go live for the first time and be used in your production system You have to complete the activities in each phase of the Activity List - instructional activities describe how you can complete them and what has to be done. In general you have to complete the phases in sequence, and within each phase you have to complete the activities in sequence. Activities When you open an activity, you can potentially be brought to a number of different places that support you in completing the associated task. This includes: Documentation instructional activities and most project management activities display documentation to explain what you need to do to complete the selected activity. These activities often involve completing tasks outside of the solution itself, for example, creating the project plan in SAP Go-Live Navigator or preparing for data migration. This style of activity can be found in each phase of the Activity List. A single screen with settings that are associated with one or more options and that can be configured for your solution. A guided activity that consists of multiple screens, each with settings that are associated with one or more options and that can be configured for your solution. A direct link to an application screen associated with a work center that is specific to the selected activity. An activity details screen this is a screen that displays a list of links. These links can bring you to documentation, fine-tuning screens, or application screens. It may not always be necessary to open each link and complete each task. On-screen explanations explain clearly where alternatives exist, for example, you can either migrate your legacy data using data entry or using a built-in migration tool. Milestones Various milestones are integrated in all phases of the activity list except Integrate and Extend. These milestones are project activities that have to be checked and confirmed, as they provide you with guidance and allow you to track the status of your implementation. Prerequisites Exist Some activities are dependent on the completion of other activities. In some cases, you cannot proceed with an activity until another activity has been completed. In other cases, it is simply recommended that you complete an
Overview
PUBLIC
11
activity before proceeding with another activity. In the Activity List, you can see which activities are dependent in the Prerequisites Exist column. Repetition Required Some activities in the Activity List have to be repeated in other systems because the data in these activities cannot be copied automatically to another system. For example, if you maintain an activity in your test system, you must also repeat this activity in your production system. In the Activity List, you can see which activities have to be repeated in the Repetition Required column
You have finished preparing your first implementation project.
Prerequisites
1. Prepare Phase The Prepare phase contains the entire preliminary activities project managers need to carry out to get your company ready to use the solution productively. The activities in this phase are mainly related to project management and include activities like reviewing the project plan, confirming the milestone that scoping has been completed, preparing for data migration, maintaining your key users, and transferring knowledge to key users. You can also create your own activities manually and add them to the Activity List. Confirming the milestone that scoping is complete deploys the relevant business content based on the scoping decisions, opens the other phases in the Activity List, and changes the status of the implementation project to Started. In this phase, the process is as follows: a. You prepare the project. The project manager sets up a project team for the targeted solution and ensures that adequate on-site facilities are available to them. The foundation of the SAP Business ByDesign Go Live project is established during the Prepare Project activity. By using complementary tools and accelerators that are related to project management, you can save significant time in setting up the project. Project managers can access the complementary tools and accelerators (such as the Go Live Methodology and Service) provided by SAP in the Wiki Info Exchange section of the SAP Business ByDesign Business Center under www.sme.sap.com Community wiki. At this stage in the project, the project manager has to set up the project organization and define the project schedule. To do this, you can use the Go-Live Navigator to accommodate the specific activities, owners, and project timeline. In addition, you can review and adapt other accelerators, such as a risk log, change management guide, and communication plan. At the end of the project preparation phase, project managers schedule and conduct a project kick-off workshop with key stakeholders and the entire project team. b. You verify scoping and confirm the milestone that scoping is completed. You verify that the scoping that you completed before starting the project accurately reflects the full scope of the project. Any business decisions that are made drive the fine-tuning of your solution. After verifying scoping, you confirm the milestone that you have finished defining your scope and preparing your project. Confirmation of the milestone triggers the deployment of the relevant business content to your test system and opens up the next phases of the Activity List. Before you confirm this milestone, we recommend that you complete the Verify Scoping activity and set it to Closed. You can confirm this milestone only once and you cannot reverse the confirmation. However, even after confirming this milestone, you can still edit the scope of your project. Confirmation of this milestone: Assumes a signed contract exists that provides the initial user (that is, the project manager) with the deployment authorization.
Process Flow
PUBLIC
12
Changes the status of the project to Started. Automatically sets the status of the milestone to Closed. Grants additional authorizations to the initial user, allowing him/her to define the key users for the project team. c. You define the key users for the project team. In addition to defining the key users, the initial user (usually the project manager) also maintains the key users as service agents in the system and provides them with the authorizations for the work centers and work center views that they need to use to perform their project tasks. The initial user also has to create a key user for himself/herself. For compliance reasons, you have to lock the initial user after defining and maintaining the key users. You can continue working in the project by using your key user details. The service agent key users should only be used for implementing the project. If the service agents are also employees in your company, you need to create additional users for them during migration and lock the service agent key users after you go live. Ensure that at least one employee has unrestricted write access to the Business Users view in the Application and User Management work center. To define and maintain the key users, follow the steps in the activity documentation, which appears when you click on the Define Key Users for Project Team activity in the Activity List. Before you start this activity, you have to confirm the milestone Scoping Completed. d. You prepare your organizational structure setup. The preparation of the organizational structure setup is also part of the Prepare phase. Organizational Management (OM) is the central source of a companys organizational structure within SAP Business ByDesign. The OM contains the organizational structure for one or more companies and comprises organizational units or departments. Each organizational structure contains information on the legal, financial, reporting line (people management), and functional responsibilities in the company and provides a unified, graphical representation in the style of an organizational chart. The SAP Business ByDesign solution references the organizational structure in all business processes, such as determining responsible approvers, available cost centers, and invoicing addresses. Therefore, establishing the organizational structure is mandatory and a prerequisite for all subsequent implementation activities related to fine-tuning, master data migration, and user management. All objects of the structure are time-dependent, meaning each organizational unit exists in the structure for a specified duration only. To prepare for the actual maintenance of your organizational setup in the Fine-Tune phase, you have to gather information about your companys organizational structure, including: Companies (legal entities) Business residences Departments located at business residences Departmental responsibilities for the scoped functionality Financial reporting structure, such as segment, cost centers, and profit centers Reporting lines including departmental managers For more information, see Guide: Setting Up Your Org Structure. e. You prepare data migration. During the Prepare phase, the project manager also starts to prepare for the Integrate and Extend phase by setting up the migration project team and giving authorizations for data migration to each user. The project manager also sets up the project schedule for data migration. Data migration allows you to prepare and move all data from existing legacy system(s) to your new SAP Business ByDesign solution. For example, this includes migration objects like products, services, and business partners, as well as transaction data specific to individual sales orders or financial postings. Some of these objects have dependencies and need to be imported in a defined sequence.
PUBLIC
13
The SAP Business ByDesign solution provides a tool-supported migration approach that is based on migration templates. You need to extract the required data from your legacy system(s) into the migration templates provided by SAP. To prepare for the actual data extraction in the Fine-Tune phase, you can download migration templates and a migration schedule template directly from the Activity List. You can use the migration templates to understand which information can be migrated with the templates and which data structure is mandatory for data migration. The project schedule contains information on when to perform which migration activity in the overall migration process. To achieve a realistic timeframe for the overall migration process, you can adjust the predefined schedule according to your situation, resources, and data quality. In addition, you can also use a manual data entry option to enter test data or, if required, migration data. f. You transfer knowledge to key users. Key users learn about the solution by using the material in the built-in Learning Center as the main source of information. The learning content that is available in the Learning Center reflects the decisions made by the project team during scoping. The content covers all of the features and functions the project team decided were relevant. In addition to learning, key users plan how to train or transfer knowledge to the end users within the company. For more information, see Learning Center Quick Guide. 2. Fine-Tune Phase This phase organizes all mandatory configuration activities that you need to complete in a logical sequence. It allows you to tailor the solution to your specific needs before going live by checking predefined settings and entering additional settings for your selected scope. You can also add optional configuration activities to the Activity List. In this phase, you need to confirm milestones for the completion of your company's organizational management structure and the completion of the Fine-Tune phase and then request your production system. In this phase, the process is as follows: a. You prepare fine-tuning. While preparing for fine-tuning, all key users review the learning module related to the Business Configuration work center, you assign all fine-tuning activities to the responsible key users, and you include any optional activities that you also require in the Activity List. b. You perform the organizational structure setup for your company, and you confirm the milestone that organizational management is completed. You maintain the organizational structure of your company in the system in alignment with your preparation during the Prepare phase. You can create the organizational structure by dragging and dropping organizational units from the Org Unit pane into the Planning Area. Afterwards, to document the meaning of each organizational unit in your company, for each organizational unit you have to maintain: Operational properties These properties describe which function an organizational unit has in your companys business processes from a functional perspective. For example, an organizational unit represents the functional unit Customer Service. Structural properties These properties describe what the organizational unit represents in the structure of your company. For example, the organizational unit Procurement represents also a cost center and a reporting unit. Along with the organizational structure setup, you check and adapt the departmental responsibilities. For example, Purchasing Department A is responsible for direct materials purchasing, and Purchasing Department B processes only purchase requests related to indirect materials. For more information, see Guide: Setting Up Your Org Structure. By confirming the milestone Organizational Management Completed, you confirm that you have finished setting up your organizational structure. This is important for determining reporting lines, as well as the legal and financial aspects within your company. You can adjust your organizational structure as often as necessary, so you can also cancel and reconfirm this milestone until you confirm the Go Live milestone in the Go Live phase, as it simply helps you to track the progress of your project.
PUBLIC
14
Before you confirm this milestone, we recommend that you complete the activity Perform Organizational Structure Setup and set it to Closed. c. You perform fine-tuning for each business area, and you confirm the milestone that fine-tuning is completed. Fine-tuning is the most important step in the Fine-Tune phase and it spans all mandatory configuration activities that have to be completed. Before going live, fine-tuning allows you to tailor the solution to the specific needs of your company by checking and adjusting the predefined settings of the elements selected during scoping this is known as performing mandatory checks. Fine-tuning also allows you to enter your own settings in cases where no predefined settings exist this is known as performing mandatory maintenance. Typical activities include setting up payment strategies in Sales and maintaining charts of accounts in Financial Management. By default, this phase only contains mandatory activities that must be completed before the solution can go live. However, you can also view a list of optional activities based on the selections in scoping by clicking Add Optional Activities , as well as add selected optional activities to the Activity List, and check and adjust the settings of these activities. By confirming the milestone Fine-Tuning Completed, you confirm that your fine-tuning settings have been tested properly and meet your business requirements. During your implementation project, you can adjust your fine-tuning settings as often as necessary, so you can cancel and reconfirm this milestone until you confirm the Go Live milestone in the Go Live phase, as it simply helps you to track the progress of your project. d. You finalize forms, reports, user interfaces, and third-party integration requirements. If this is within the scope of your project, you review the requirements that have been documented in the Service Assessment Documents (SAD), complete the necessary specifications, provide SAP with the updated SAD together with any required clarification, and confirm the delivery date of the content with SAP. e. You perform data extraction. After completing all other mandatory activities in the Fine-Tune phase, you can trigger data extraction. As a first step, you have to complete development and test of the data extraction programs. Depending on whether you use the migration templates for tool-supported migration, you can perform data extraction as follows Tool-Supported Migration Based on Migration Templates The required data from your legacy system(s) is extracted in the migration templates provided by SAP. (See the substep You prepare data migration in the step for the Prepare phase above.) Tool-Supported Migration Without Migration Templates You provide the SAP Service Center with a full extract of the required data from your legacy system(s) together with source data field descriptions. The descriptions allow the SAP Service Center to implement customized mapping rules that fit your specific legacy data structures. f. You request the production system. When you submit this request, you ask SAP to provide you with your production system. The configuration of your current test system is transferred automatically to the production system. However, some data cannot be transferred automatically, for example, key user information, your organizational structure, and any basic data that you maintained for fine-tuning verification. Thus, you must repeat the activities in the Prepare and Fine-Tune phases that are marked with Repetition Required. You can request a production system only once and the request cannot be reversed. 3. Integrate and Extend Phase This phase allows you to transfer your configured solution to your company to start using it productively. You do this by integrating with third party applications that already operate in your company, and moving your basic, master, and transaction data from your legacy system(s) to your new solution. You also decide which form, report, and user interface extensions you require to meet your company's specific needs. In this phase, the process is as follows:
a. You migrate master data and maintain basic data. You migrate your data using the inherent migration tool (data migration self-service), or you decide on migration object level whether you want to enter the data manually instead. We recommend you use the inherent migration tool regardless of the size of the data volume that needs to be migrated. Before migrating all master data, you have to create all mandatory basic data in the new system. This data is required by different master data objects and comprises, for example, the bank directory, transport lanes, or tax authorities. After migrating the data, you cannot delete it from the SAP Business ByDesign solution. Therefore you should perform any migration tests on a separate migration test system. b. You ask your solution advisor to request a migration test system for you. The migration test system is an exact copy of your production system. This means that you do not have to repeat any activities you already completed in the production system, for example, defining key users for your project team, setting up your organizational structure, and maintaining basic data. After you have made the request, the migration test system is decoupled, meaning that any changes in the production system are no longer adopted in the migration test system. The data migration self-service in the data migration test system guides you through all necessary data migration steps. For every migration object, you process the filled data migration templates in the data migration self-service. (See the sub-step You perform data extraction in the step for the Fine-Tune phase above.) The data migration self-service enables the conversion of individual source values from the legacy system to compliant target values (value mapping). After finishing the validation of source files and the value conversion, you can perform the import simulation and import execution. As a final step, you have to check whether the quality and integrity of the data that has been migrated to the migration test system is correct. c. You adapt forms, reports, user interfaces, and third-party connectivity. You also have to decide on the extensions that you require for your companys specific needs. These extensions include form adaptation or creation, report modification or development, field extension and user interface adjustments, as well as adaptation of the built-in learning environment. During this activity, after mutually agreeing on the SAD: SAP performs the development or adaptation work required. Upon completion of this, the project manager is notified that the new content is ready to be deployed into the test system. The project manager confirms this notification and the new content is deployed into the test system. The key users perform acceptance tests. Depending on the acceptance test results, the new content is accepted or test incidents are provided to SAP. Any test incidents are reviewed and resolved, the updated content is deployed again, and you perform a final acceptance test. 4. Test Phase This phase contains activities that allow you to define test scenarios and guides, verify that your core business processes are running as desired, and transfer knowledge to end users before your solution goes live. You also need to confirm the milestone that testing is completed, which changes the status of the implementation project to Tested. In this phase, the process is as follows: a. You prepare integration tests. Before performing any integration tests, you create the required documents, guidelines, and test plan. This includes scenario documents containing all processes, roles, and data required to test an end-to-end business scenario according to your business requirements, test documents containing guidelines for specific business processes, and a finalized test plan incorporating project-specific information, assigned testers, and a plan for test execution.
PUBLIC
16
b. You transfer knowledge to end users. You have to ensure that all end users are properly trained before the solution goes live. In this activity, you provide clear instructions on accessing embedded learning, ensure learning materials are available for the core business processes, and upload any company-specific learning materials to the system. For more information, see Learning Center Quick Guide. You can also allow end users to execute test guides during integration testing under the supervision of key users. This enables end users to get hands-on experience of the system prior to Go Live. c. You perform integration tests. After the test plan is finalized and the test cases have been distributed, you perform the integration test according to the test schedule, and based on the scenario documents and guidelines. If the test results do not match the expected results, you document any deviations as incidents. Once all incidents have been reviewed and resolved or acceptable workarounds identified, and all test steps have been completed, you sign off the test document and change the status of this activity to Closed. d. You finalize the integration tests and confirm the milestone that testing is completed. To finalize the integration tests, you verify that all test guides have been successfully completed, the test plan has been updated, and changes made in the test system have been merged into the production system. By confirming the milestone Test Completed, you confirm that your integration test has been completed successfully. During your project, you can continue testing, so you can also cancel and reconfirm this milestone as necessary, as it simply helps you to track the progress of your project. On confirming the milestone, the project status is set to Tested. Before confirming the milestone that testing is completed, we recommend that you confirm the milestone Fine-Tuning Completed and set it to Closed in the FineTune phase. 5. Go Live Phase This phase includes the final activities that you must complete to enable your solution to be used productively in your company. Typical activities include preparing and performing cutover, setting up internal support teams, and confirming the milestone that you are ready to go live. At the end of this phase, all mandatory and outstanding configuration issues are resolved, legacy data is migrated to the production system, knowledge transfer is complete, and the project is signed off. The final milestone confirms the implementation project is officially closed. The project status is set to Closed and the implementation project is set to read-only. In this phase, the process is as follows: a. You prepare cutover. The Go Live phase starts with the preparation for the execution of the cutover activity. This includes steps related to the creation of the cutover plan and cutover schedule, while ensuring system, data, and people readiness. b. You request Go Live. By requesting Go Live and closing this activity, you trigger the Go Live Health Check service. This is a prerequisite for using the solution productively. The SAP support team verifies that you are ready to go live in terms of organization, business solution, technical infrastructure, and supportability. c. You perform cutover and Go Live. After setting up the internal support team and their responsibilities, you perform the cutover following all tasks outlined in the cutover schedule. Usually the cutover starts with the performance of the final operational transactions in your legacy system(s), the extraction of your latest master and transaction data, and the migration to the production system, and ends with the release of the production system to all key users. d. You confirm the milestone for Go Live. In the milestone for the Go Live confirmation, the activity guides you through setting your SAP Business ByDesign solution live. In this milestone, you check and verify that all activities in all five phases have the
PUBLIC
17
status Closed. You also verify that all mandatory activities in the Fine-Tune phase are fine-tuned and deployed. Before you confirm this milestone, you have to complete the activity Request Production Tenant and set it to Closed in the Fine-Tune phase. After confirming this milestone, your solution is live and ready for use. Confirmation of this milestone also informs SAP that you want to use your solution productively. You can still view all previous phases and activities, but you cannot make changes to them. You can confirm this milestone only once, and the confirmation cannot be revoked for that project. The project status is set to Completed and the phases Prepare, Fine-Tune, Integrate and Extend, and Test are set to read-only in the Activity List. At the end of the Go Live phase, you have resolved all mandatory and outstanding configuration issues, migrated all legacy data to the production system, and completed knowledge transfer. After going live with your first implementation project, there are two ways to change your solution. You can make immediate changes to a selection of noncritical fine-tuning settings, or, for more complex changes, you can create change projects. For more information, see Make Immediate Changes and Prepare a Change Project. e. You confirm the milestone to close the project. By confirming this milestone, you confirm that your project is officially closed. The status of the project is changed to Closed, your test systems are no longer available for testing, and you cannot make any further changes to the project. You can confirm this milestone only once, and the confirmation cannot be revoked for that project. Before you confirm this milestone, you have to confirm the milestone Go Live and set it to Closed. After confirming this milestone, the Go Live phase is set to read only, and the entire project remains in read only mode in the Activity List. Before closing your project, you should consider executing the following activities: Issue internal and external go live announcements Inform your support team about open issues, the process for handling incidents, and the main contacts for important topics Receive official acceptance of the solution
See Also
Configuring Your SAP Business ByDesign Solution Prepare Your First Implementation Project Complete the Activity ListComplete the Activity List
2.3.2 IMPLEMENTING A PROJECT CHANGE PROJECTS

The implementation of your SAP Business ByDesign solution includes all steps required for getting the system, the data, and the people in your company ready for Go-Live. The Activity List is derived from the agreed solution scope and includes all activities and milestones that the project team has to complete. The activities are structured by different project phases. Simple status and progress reporting per activity and activity group enable you to easily track the progress of your project as you work through the different phases.
Overview
Change projects allow you to prepare and implement a collection of detailed changes to your solution by using the Activity List. Change projects are mostly business-triggered with a project approach. The changes are made in a separate environment, allowing you to simulate the changes and activate them only when you are sure your changes do not contradict decisions made in the production system. When using a change project, a copy of your production system profile is made and the system generates a delta Activity List based on your changes in scoping. You have to complete the activities in each phase of the Activity List - instructional activities, if included in your change project, describe how you can complete them and what has to be done. In general you have to complete the phases in sequence, and within each phase you have to complete the activities in sequence. Activities When you open an activity, you can potentially be brought to a number of different places that support you in completing the associated task. This includes: Documentation instructional activities and most project management activities display documentation to explain what you need to do to complete the selected activity. These activities often involve completing tasks outside of the solution itself, for example, creating the project plan in SAP Go-Live Navigator or preparing for data migration. This style of activity can be found in each phase of the Activity List. A single screen with settings that are associated with one or more options and that can be configured for your solution. A guided activity that consists of multiple screens, each with settings that are associated with one or more options and that can be configured for your solution. A direct link to an application screen associated with a work center that is specific to the selected activity. An activity details screen this is a screen that displays a list of links. These links can bring you to documentation, fine-tuning screens, or application screens. It may not always be necessary to open each link and complete each task. On-screen explanations explain clearly where alternatives exist, for example, you can either migrate your legacy data using data entry or using a built-in migration tool. Milestones Various milestones are integrated in all phases of the activity list except Integrate and Extend. These milestones are project activities that have to be checked and confirmed, as they provide you with guidance and allow you to track the status of your implementation. Prerequisites Exist Some activities are dependent on the completion of other activities. In some cases, you cannot proceed with an activity until another activity has been completed. In other cases, it is simply recommended that you complete an activity before proceeding with another activity. In the Activity List, you can see which activities are dependent in the Prerequisites Exist column. Repetition Required Some activities in the Activity List have to be repeated in other systems because the data in these activities cannot be copied automatically to another system. For example, if you maintain an activity in your test system, you must also repeat this activity in your production systems. In the Activity List, you can see which activities have to be repeated in the Repetition Required column
You have finished preparing a change project.
Prerequisites
1. Prepare Phase In a change project the activities in the Prepare phase are related to confirming the changes made in scoping and deciding on the need for a test system. In this phase, the process is as follows: a. You confirm scoping changes in each affected business areas.
Process Flow
PUBLIC
19
If all scoping changes also have manual activities, the Confirm Changes in the <Name of Business Area> activities do not appear in the Activity List. The system generates Confirm Changes in the <Name of Business Area> activities for each business area in which scoping has changed and for which no manual activities exist, meaning there are no activities related to the actual change in the Activity List. The purpose of confirming these changes is to ensure you are aware of what has been changed in scoping. You check what has changed in scoping and then confirm and close these activities. b. You confirm the milestone that scoping is completed. You confirm the milestone that you have finished defining your changed scope. Confirmation of the milestone opens up the next phases of the Activity List and triggers the deployment of the relevant business content to a test system, if requested. You can confirm this milestone only once and you cannot reverse the confirmation. However, even after confirming this milestone you can still edit the scope of your project. Confirmation of this milestone: Changes the status of the change project to Started. Automatically sets the status of the milestone to Closed. c. You decide whether to request a test system for your change project. Depending on the scope of your change project and any changes you need to make in the Activity List, you can decide whether you need a test system or not. Even if you decide you do not need a test system, you record this decision in the request activity. You may not require a test system if, for example, your changes are not critical or there are no fine-tuning activities contained in the Activity List. For example, in your change project you change the Duplicate Check for Business Partners in scoping from strong rules to lower rules or you turn it off completely. As there are no activities associated with this check, you do not need to change any settings in the Activity List, and therefore do not need to test the change in a separate test system. Before proceeding with the Go Live phase, even without a test system you can simulate your changes to check whether there are any problems before you actually merge your changes back to your production system. For more information, see Simulate Merging a Change Project with Production. If your changes are critical and you want to implement and test them before transferring them into the production system, you submit a request for a test system. The test system is a copy of your current production system. Once you request a test system, you cannot reverse your decision. Before completing this activity, you have to confirm the milestone Scoping Completed and set it to Closed. 2. Fine-Tune Phase In change projects this phase is very similar to your first implementation. However, it contains only those activities related to your scoping changes. As with your first implementation, the Activity List contains mandatory activities that you need to complete in a logical sequence. It allows you to tailor your changes to your specific needs before going live by checking predefined settings and entering additional settings for your selected scope. You can also add optional configuration activities to the Activity List. In this phase, the process is as follows. a. You perform the organizational structure setup for your company, and you confirm the milestone that organizational management is completed. The activities to perform the organizational structure setup are only included in the Activity List if they were selected when scoping your change project. You check and adapt the organizational structure of your company in the system. You can adapt the organizational structure by dragging and dropping organizational units from the Org Unit pane into the Planning Area. Afterwards, you document the meaning of each new or changed organizational unit in
your company by maintaining the operational and structural properties. Along with adapting the organizational structure setup, you check and adapt the departmental responsibilities. For more information, see Guide: Setting Up Your Org Structure. By confirming the milestone Organizational Management Completed, you confirm that you have finished adapting your organizational structure. You can adjust your organizational structure as often as necessary, so you can also cancel and reconfirm this milestone until you confirm the Go Live milestone in the Go Live phase, as it simply helps you to track the progress of your project. Before you confirm this milestone, we recommend that you complete the activity Perform Organizational Structure Setup and set it to Closed. b. You perform fine-tuning for each business area, and you confirm the milestone that fine-tuning is completed. You check and adjust the predefined settings of the elements selected during scoping of your change project, or you enter or adjust your own settings in cases where no predefined settings exist. By default, this phase only contains mandatory activities that must be completed before your changes can go live. However, you can also view a list of optional activities based on the selections in scoping by clicking Add Optional Activities , as well as add selected optional activities to the Activity List, and check and adjust the settings of these activities By confirming the milestone Fine-Tuning Completed, you confirm that your fine-tuning settings meet your business requirements. During your change project, you can adjust your fine-tuning settings as often as necessary, so you can cancel and reconfirm this milestone until you confirm the Go Live milestone in the Go Live phase, as it simply helps you to track the progress of your project Even if no fine-tuning activities are contained in your change project, you have to confirm the milestone that fine-tuning is completed. c. You perform data extraction. If required in your change project, after completing all other mandatory activities in the Fine-Tune phase, you can trigger data extraction. This is only necessary if you want to extract data from additional legacy system(s) or test extracted data. As in your first implementation, depending on whether you use the migration templates for tool-supported migration, you can perform data extraction as follows: Tool- Supported Migration based on Migration Templates The required data from your legacy system(s) is extracted in the migration templates provided by SAP. Tool- Supported Migration Without Migration Templates You provide the SAP Service Center with a full extract of the required data from your legacy system(s) together with source data field descriptions. The descriptions allow the SAP Service Center to implement customized mapping rules that fit your specific legacy data structures. 3. Integrate and Extend Phase As in your first implementation, this phase allows you to connect the configured SAP Business ByDesign solution with your company by integrating the solution with any third-party applications that you already operate, and moving your master data from your legacy system(s) to the SAP Business ByDesign solution if you did not do this during your first implementation. In change projects, the process is very similar to your first implementation: a. You migrate master data and maintain basic data. You migrate your data using the inherent migration tool (data migration self-service), or you decide on migration object level whether you want to enter the data manually instead. We recommend you use the inherent migration tool regardless of the size of the data volume that needs to be migrated. Before migrating all master data, you have to create all mandatory basic data in the new system. This data is required by different master data objects and comprises, for example, the bank directory, transport lanes, or tax authorities.
PUBLIC
21
After migrating the data, you cannot delete it from the SAP Business ByDesign solution. Therefore you should perform any migration tests on a separate data migration test system. b. You decide whether to request a data migration test system. During the provision of a data migration test system, all fine-tuning settings are transferred to the data migration test system as well. After you have made the request, the test system is decoupled, meaning that any changes are no longer adopted in the separate test system. If necessary, you can request a new data migration test system in your current data migration test system. If you do not need a data migration test system, you record this decision in the request activity. Before completing this activity, we recommend that you confirm the milestone FineTuning Completed and set it to Closed in the Fine-Tune phase. In the data migration test system, you have to perform any Repetition Required activities in the FineTune phase again. On requesting the data migration test system, the system status changes to Data Migration System Requested. After SAP has provided the test system, the system status changes to Delivered, and the system sets the status of the activity to Closed. The data migration self-service in the data migration test system guides you through all necessary data migration steps. For every migration object, you process the filled data migration templates in the data migration self-service. (See the sub-step You perform data extraction in the step for the Fine-Tune phase above.) The data migration self-service enables the conversion of individual source values from the legacy system to compliant target values (value mapping). After finishing the validation of source files and the value conversion, you can perform the import simulation and import execution. As a final step you have to check whether the quality and integrity of the data that has been migrated to the migration test system is correct. 4. Test Phase This phase contains activities that allow you to verify that all your core business processes are running as desired and expected before merging your changes with the production system. In this phase, the process is as follows: a. Optional: You define your own test activities and perform tests. Before performing any integration tests, you create the required documents, guidelines, and test plan. This includes scenario documents containing all processes, roles, and data required to test an end-to-end business scenario according to your changed business requirements, test documents containing guidelines for specific business processes, and a finalized test plan incorporating project-specific information, assigned testers, and a plan for test execution. After the test plan is finalized and the test cases have been distributed, you perform the integration test according to the test schedule, and based on the scenario documents and guidelines. If the test results do not match the expected results, you document any deviations as incidents. Once all incidents have been reviewed and resolved or acceptable workarounds identified, and all test steps have been completed, you sign off the test document and change the status of this activity to Closed. b. You confirm the milestone that testing is completed. By confirming the milestone Test Completed, you confirm that your integration test has been completed successfully. During your project, you can continue testing, so you can also cancel and reconfirm this milestone as necessary until you confirm the Go Live milestone in the Go Live phase, as it simply helps you to track the progress of your project. On confirming the milestone, the project status is set to Tested. Before confirming the milestone that testing is completed, we recommend that you confirm the milestone Fine-Tuning Completed and set it to Closed in the FineTune phase.
PUBLIC
22
You have to confirm the milestone that testing is completed even if: You do not carry out any testing. No fine-tuning activities are contained in your change project. 5. Go Live Phase This phase includes the final activities that must be completed to enable you to use the changes in your production system. In this phase, the process is as follows: a. You simulate merge of your changes with the production system. By simulating the merge of your changes with the production system, you can check whether there are any problems with your changes, and if so, resolve them before you transfer the changes to your production system. You can use the available reports to view your changes. For more information, see Simulate Merging a Change Project with Production. b. You update your change project from your production system, if necessary. If you are using a test system, by updating your change project from your production system, you can add immediate changes made in your production system to your test system. For more information, see Update a Change Project from Production. c. You merge your changes with the production system. If your tests and your simulated merge were successful, you merge your changes with your production system. As this can be critical, you have to confirm that you want to start the merge before the changes are transferred to the production system. Before completing this activity, you have to confirm the milestone Test Completed and set it to Closed. If any conflict arises between your test and production systems due to contradictory changes, the system warns you of these, and you have to decide whether you want to keep the project settings or cancel the merge process. d. You activate your solution capabilities for the complete solution. As part of your change project, you have changed the scope of your solution. These changes are now merged into your production system and have to be activated. Before completing this activity, you have to complete the activity Merge Changes with Production System and set it to Closed. By activating your changes, the system adapts and expands your business processes to include your changes. After activation, all process-relevant transaction data is distributed automatically throughout your production system. e. You confirm the milestone for Go Live. In this milestone, you check and verify that all activities in all five phases have the status Closed. You also verify that any mandatory activities in the Fine-Tune phase are fine-tuned and deployed. Before confirming this milestone, you have to complete the activity Activate Solution Capabilities and set it to Closed. After confirming this milestone, your changes are live and ready for use. In the Activity List, you can still view all previous phases and activities, but you cannot make changes to them. You can confirm this milestone only once, and the confirmation cannot be revoked for that project. However, in the Business Configuration work center you can make immediate changes and corrections to scoping and fine-tuning settings, if immediate changes are allowed for those settings. For more information, see Make Immediate Changes. The project status is set to Completed and the phases Prepare, Fine-Tune, Integrate and Extend, and Test are set to read-only in the Activity List. f. You confirm the milestone to close the project.
By confirming this milestone, you confirm that your project is officially closed. The status of the project is changed to Closed, any requested test systems are no longer available for testing, and you cannot make any further changes to the project. You can confirm this milestone only once, and the confirmation cannot be revoked for that project. Before confirming this milestone, you have to confirm the milestone Go Live and set it to Closed. After confirming this milestone, the Go Live phase is set to read only, and the entire project remains in read only mode in the Activity List. Before closing your project, consider issuing internal and external change announcements.
See Also
Configuring Your SAP Business ByDesign Solution Prepare a Change Project Complete the Activity ListComplete the Activity List
2.3.3 UNDERSTAND THE OVERALL MIGRATION PROCESS

Overview
Efficient and reliable data migration is a key success factor for the implementation of SAP Business ByDesign. The data migration self-service for SAP Business ByDesign enables you to perform all migration tasks on your own and minimizes conventional issues, such as data mapping and transformation.
Procedure
1. Prepare Phase The Prepare for Data Migration activity (including Prepare for data migration in a first implementation and Prepare for data migration in a change project) contains the following initial tasks:
Set up user accounts for migration key users and assign the Business Configuration work center including the Data Migration view to each migration key user. Create a project schedule for data migration, using the Data Migration Scope and Planning Template. Download the migration templates that you need. All legacy data you want to migrate with tool-support must be filled in the migration templates. 2. Fine-Tune Phase Extract your legacy data from your legacy system and fill it into the migration templates. For more information, see the Perform Data Extraction activity. 3. Integrate and Extend Phase This phase contains the major part of the migration activities. Each migration activity serves as a starting point for tool-supported migration. In the migration tool you perform the following steps: 1. Upload your filled migration template. The system checks the formal consistency of the source file. 2. Validate the source file. This step enables you to verify whether the migration template was filled correctly. 3. Convert source values to SAP Business ByDesign values. During this step, the system automatically proposes new target values, based on the business configuration of your solution. 4. Simulate the data import. This step allows you to correct any issues before data is actually written to SAP Business ByDesign.
PUBLIC
24
5. Import your legacy data into SAP Business ByDesign. Check the imported data for quality and integrity (acceptance test, integration test). For more information, see the Validate Data Quality and Integrity activity. 4. Migration Phases and System Environments During the implementation project, you can perform the described steps in three different environments: Early Test Migration The first system that you are usually provided with is your test system. In the test system you can start finetuning your business processes and you can execute the first business process tests. Furthermore, you can perform early migration tests. The goal of the early migration tests is that you familiarize yourself with the migration templates and the overall migration process. For example, you can migrate small sample files and use the results to improve data extraction from your legacy system. Test Migration in Migration Test System The migration test system enables you to test the migration process with a complete set of data in a separate environment. As soon as the migration test system is available, you should shift all migration activities to this system. The goal of the migration tests in the migration test system is to elaborate the right settings for successful migration. After you complete migration in the migration test system, you can test your business processes using the migrated data. For more information, see the Validate Data Quality and Integrity activity. After you completed your migration tests, download the value conversion from the migration tool for reuse in the production system. For more information, see Perform Migration in Migration Test System. Final Migration in Production System Upload the value conversion (you downloaded from your migration test system) to import your complete set of data into your production system. Follow your cutover plan to import the data into SAP Business ByDesign. Focus on the data import sequence including manual tasks. For more information, see Perform Migration in Production System.
You understand the migration-related steps in the activity list and you are able to plan the migration project in detail.
Result
PUBLIC
25
SAP Business ByDesign Overview View
3 OVERVIEW VIEW
3.1 OVERVIEW QUICK GUIDE

In the Overview view of the Business Configuration work center, key users can search for and learn about individual configuration elements. In addition, after the solution has gone live for the first time, key users can review the scope of the solution, make immediate, non-critical changes, as well as create change projects for more complex changes.
Business Background
Configuring Your SAP Business ByDesign Solution Business configuration enables you as a prospective or existing customer key user to evaluate and quickly set up the SAP Business ByDesign solution to meet the specific requirements of your company. It also allows you to adapt and improve your solution at any time as your needs change. For more information, see here. Scoping In the SAP Business ByDesign solution, scoping is the process of matching your individual business requirements to predefined solution capabilities using the business adaptation catalog. The catalog structures all available capabilities for the solution into a hierarchy of business areas, packages, topics, and options. SAP and its partners have already defined the technical system settings and the content needed to accommodate each element of the catalog and to support your requirements. This predefined content is based on industry-specific and country-specific best practices. During the scoping process, all of your decisions are stored in a unique solution proposal. This document is available when you have finished scoping and contains detailed information about your scoping selections. For more information, see here. Implementing a Project The implementation of your SAP Business ByDesign solution includes all steps required for getting the system, the data, and the people in your company ready for Go-Live. The Activity List is derived from the agreed solution scope and includes all activities and milestones that the project team has to complete. The activities are structured by different project phases. Simple status and progress reporting per activity and activity group enable you to easily track the progress of your project as you work through the different phases. For more information, see Implementing a Project First Implementation and Implementing a Project Change Projects. Understand the Overall Migration Process Efficient and reliable data migration is a key success factor for the implementation of SAP Business ByDesign. The data migration self-service for SAP Business ByDesign enables you to perform all migration tasks on your own and minimizes conventional issues, such as data mapping and transformation. For more information, see here.
PUBLIC
26
Tasks
Learn About Specific Configuration Elements 1. Search for business configuration elements that you are interested in. In the default, advanced search, you can search the full range of business configuration elements, those both in scope and not in scope for the current solution. In addition, you can include add-on solutions, available from the SAP Store, but not yet installed in your SAP Business ByDesign solution in your search. a. In the Show list, select a type of configuration element. b. To narrow your search further, enter a specific keyword in the Find field. c. To include SAP Store add-on solutions not yet installed in your solution in your search, select the Include SAP Store Add-On Solutions not installed checkbox. d. Choose Go . The configuration elements that match your search criteria are listed in the Business Configuration Search table. 2. To view information about a configuration element, click the element name or select the row and choose View . If the element is a scoping element, the documentation for the element displays. If the element is an activity, the activity opens in read-only mode. If the element is a SAP Store add-on solution, you are directed to details page of the addon solution in the SAP Store. Save Your Search Query You can save your search query by clicking Save Query . In the Save Query screen, you can change the name of your query, and decide whether this is your default search query or whether it is executed only when you select it. Organize Search Queries You can organize all search queries by clicking Organize Queries . In the Organize Queries screen, you see the list of available queries. Here you can set your default query, and delete queries you created before. View the Scope of the Current Solution For more information about this task, see here. Make Immediate Changes For more information about this task, see here. Add Configuration Elements to a New Change Project For more information about this task, see here.
PUBLIC
27
3.2 VIEW THE SCOPE OF THE CURRENT SOLUTION

After the solution has gone live for the first time, key users can view the selected countries, types of business, implementation focus, and scoping elements that determine the scope and capabilities of the current solution.
Overview
The Confirm Milestone: Go Live activity has been completed for the First Implementation project.
Prerequisites
Procedure
1. On the Overview view of the Business Configuration work center, click
View Current Scope
The View Project Scope guided activity is displayed. The guided activity allows you to view but not change the scope of your current solution. For information about changing the scope of your solution, see Prepare a Change Project. The View Current Scope button is available only after the solution has gone live for the first time. 2. On the Country and Type of Business step, review the countries and types of business for your solution and then click Next . 3. On the Implementation Focus step, review your current implementation focus, learn about other implementation focuses, and then click Next . 4. On the Scoping step, review the capabilities that are included and not included in the current solution and then click Next . The solution capabilities are structured as a hierarchy of scoping elements: Business areas contain business packages, and business packages contain business topics. If an element is included in the current solution, the checkbox in the Select column is selected. For each business area, you can review the information on . Overview , . . Dependency , and . Your Notes . For each business package and topic, you can review the information on . . Dependency , and . Your Notes .
Relevance Overview
, .
Benefits Relevance
, ,
, .
The information on . Dependency changes based on the state of the scoping element. If it is possible to change the selection of the element, the tab lists a simulation of the system selections that would result. If it is not possible to change the selection of the element, the tab lists the elements that caused its current state. If the element is in conflict with other selections, the tab lists them. 5. On the Questions step, review the answers to the scoping questions for the current solution and then click Next . You will find scoping questions at the business topic level. By default, the Show list is set to Decision-Relevant Elements; only scoping questions that you were allowed to answer during scoping are displayed. To filter the scoping questions differently, select another option from the Show list. When you select a business topic, the related group of scoping questions are displayed to the right. To learn more about a question, click Details and review the information on . Overview , . Relevance , and . Dependency .
PUBLIC
28
The information on . Dependency changes based on the state of the scoping element. If it is possible to change the selection of the element, the tab lists a simulation of the system selections that would result. If it is not possible to change the selection of the element, the tab lists the elements that caused its current state. If the element is in conflict with other selections, the tab lists them. 6. On the Review step, click the links under Scoping Results to view the results of your scoping decisions. 7. When you are finished reviewing the scope of your current solution, click Close .
3.3 MAKE IMMEDIATE CHANGES

After the solution has gone live for the first time, key users can make immediate changes to a selection of fine-tuning settings from the Overview view of the Business Configuration work center. These non-critical changes can be applied right away without disrupting the use of the live solution. Key users can make immediate changes from specific application work centers as well. From within a work center, open the Help Center and then click Change Your Solution to display fine-tuning options for the work center.
Overview
Prerequisites
Procedure
1. On the Overview view of the Business Configuration work center, search for fine-tuning activities that can be changed immediately. Not all fine-tuning activities can be changed immediately. Activities that have more complex configuration settings, for example, Number Ranges for Materials, must be added to a change project and implemented through a dedicated activity list. For more information, see Add Configuration Elements to a Change Project. a. In the Show list, select Immediate Changes. b. To narrow your search further, enter a specific keyword in the Find field. c. Click Go . The immediate fine-tuning activities that match your search criteria are listed in the Business Configuration Search table. 2. Select the fine-tuning activity that you would like to change and click
Change Immediately
The Change Immediately button is available only after the solution has gone live for the first time. 3. Edit the associated configuration settings. 4. To save and immediately apply your changes to the live solution, click To close the fine-tuning activity without applying your changes, click
Save and Close Close
PUBLIC
29
3.4 ADD CONFIGURATION ELEMENTS TO A NEW CHANGE PROJECT

Overview
After the solution has gone live for the first time, key users can search for specific configuration elements to change or add to the scope. If the configuration elements are too complex or critical to be changed immediately, key users can add them to a new change project and implement them through a dedicated activity list. The live solution is not affected by the changes until they are merged with the production system.
Prerequisites
Procedure
1. On the Overview view of the Business Configuration work center, search for business configuration elements to change or add to the scope. a. In the Show list, select a type of configuration element. b. To narrow your search further, enter a specific keyword in the Find field. c. Click Go . The configuration elements that match your search criteria are listed in the Business Configuration Search table. The Status column shows whether an element is In Scope or Not In Scope for the live solution. 2. Select one or more configuration elements that you want to change or add to your scope and click Add To New Change Project . The New Change Project guided activity is displayed. The elements that you selected are automatically added to the shortlist for the change project. The shortlist gives you quick access to these elements throughout the guided activity. 3. On the Define Shortlist step, the elements that you selected are listed in the Configuration Elements in Shortlist table. Review the elements in the shortlist and click Next to continue. 4. On the Select Scenario step, edit any change scenarios in your shortlist. a. In the Show list, select Change Scenarios in Shortlist. The scenarios in the shortlist are highlighted green. b. To officially add a scenario to your change project, click Select Scenario and complete the task that is displayed. The scoping elements, questions, and activities related to the change scenario will be available to you in the steps that follow. For more information, see Change Scenario: Add Country. c. Click Next to continue. At this or any subsequent step of the guided activity, you can click a Basic or Complete overview of your change project. 5. On the Adjust Scoping step, edit the scoping elements in your shortlist. The scoping elements are structured as a hierarchy: Business areas contain business packages, and business packages contain business topics. Certain elements are mandatory for your scope and cannot be deselected; the corresponding checkboxes in the Select column are thus selected and grayed out. Add-on solutions procured in the SAP Store are added as capabilities and can be selected here in addition to the standard capabilities.
Project Details
to view either
PUBLIC
30
The hierarchy has built-in rules to ensure that all selections you make are logical and consistent, from a business and technical point of view. Thus, when you make a selection, the system makes the necessary additional selections automatically. Also, when you make a selection that goes against the rules, a warning icon will display in the Conflict column next to each affected scoping element. For guidance on how to resolve the issue, you can select an element and review . Dependency . To quickly identify all elements with conflicts, you can select Elements with Conflicts from the Show list. a. In the Show list, select Elements in Shortlist. The business areas containing the scoping elements in your shortlist are displayed. The business packages and topics in your shortlist are highlighted green. b. Within the first business area, edit the business packages and topics in your shortlist. To select or deselect a business package or topic, select the corresponding checkbox in the Select column. You must select a package before you can select any of its topics. For each business package and topic, review the information on . Overview , . Relevance , and . Dependency . The information on . Dependency changes based on the state of the scoping element. If it is possible to change the selection of the element, the tab lists a simulation of the system selections that would result. If it is not possible to change the selection of the element, the tab lists the elements that caused its current state. If the element is in conflict with other selections, the tab lists them so that you can decide which selections to reverse. To add notes or additional requirements for a business package or topic, use . Your Notes . c. Repeat the steps above for each subsequent business area. d. Review the changes you made in this step of the guided activity as well as the changes made automatically by the system. The history of changes is cleared once you proceed to the next step. Click Display Scope Changes . The recent changes are listed in descending order. To undo the last change, click Undo Last Scope Change . To redo the last change, click Redo Last Scope Change . e. Click Next to continue. 6. On the Review Questions step, answer the scoping questions in your shortlist. You will find scoping questions at the business topic level. Some answers are mandatory for your scope and thus cannot be changed. a. In the Show list, select Elements in Shortlist. The business areas containing the scoping elements in your shortlist are displayed. b. Within the first business area, select a business topic that you are interested in. The related groups of scoping questions are displayed to the right. Each new group initially displays the Not Reviewed status. c. Review the questions within each group and, if necessary, change the preselected Yes or No answers. When you change an answer, the status of the question group is automatically changed to Reviewed. If you don't change any preselected answers within a group, you can manually set the status of the group to Reviewed. To learn more about a question, click Details and review the information on . Overview , . Relevance , and . Dependency . The information on . Dependency changes based on the state of the scoping element. If it is possible to change the selection of the ele-
PUBLIC
31
ment, the tab lists a simulation of the system selections that would result. If it is not possible to change the selection of the element, the tab lists the elements that caused its current state. If the element is in conflict with other selections, the tab lists them so that you can decide which selections to reverse. To add notes or additional requirements for a business topic, use . Your Notes . d. Repeat the steps above for each subsequent business area. e. Review the changes you made in this step of the guided activity as well as the changes made automatically by the system. The history of changes is cleared once you proceed to the next step. Click Display Scope Changes . The recent changes are listed in descending order. To undo the last change, click Undo Last Scope Change . To redo the last change, click Redo Last Scope Change . f. Click Next to continue. If you have not reviewed all decision-relevant questions, a window appears asking you to accept the preselected answers or to return to the questions that are not yet reviewed. 7. On the Identify Activities step, identify the activities in your shortlist. a. In the Show list, select Shortlisted and New Activities. The mandatory new activities that will be included in the activity list for your change project are displayed. In addition, the activities in your shortlist are displayed and are highlighted green. If you are adding a country as part of your change project, you have to add some activities manually. For more information, see Change Scenario: Add Country. b. To learn more about a particular activity, select the activity and click View . The button is active when only one activity is selected. Either a preview of the activity is displayed or, if the activity is exclusively instructional, the documentation for the activity is displayed. c. To include a shortlisted activity in the activity list for your change project, select the corresponding check box in the In Activity List column. d. The purpose of some activities is to provide instruction and guidance. To include all such activities in the activity list, click Select Instructional Activities . e. Click Next to continue. 8. On the Complete Project Setup step, review the summary of changes and provide additional information about your change project. a. Review the Summary of Changed Elements and, if necessary, click an element type to go back to the corresponding step in the guided activity. For example, click Scoping to go back to the Adjust Scoping step. b. c. Under General Information, enter the Title and Description for your change project. d. Under Planned Implementation Timeline, select the Start Date and End Date for your change project. e. Click Finish .
Based on your decisions, the system generates the activity list for your change project. To view a basic or detailed summary of your change project, click Display Project Details (Basic) or Display Project Details (Complete). To start working on the activities in your activity list, click Implement Your Changes.
Result
For more information, see Complete the Activity ListComplete the Activity List. Any scoping decisions you make as part of your change project are initially deployed when you complete the Confirm Milestone: Scoping Completed activity in the Prepare phase of the activity list. After confirming this milestone, if you return to the Edit Change Project guided activity and make any further scoping changes, the changes are deployed only once you click Finish again. Also, any scoping changes you make may affect the organizational structure. Therefore, you should always check the consistency of the organizational structure, which you can access from the Perform Organizational Structure Setup activity in the Fine-Tune phase of the activity list or from the Organizational Management work center. To check the consistency after making scoping changes, go into Edit mode (the Planning Area), and then click Activate All . Any inconsistencies will appear as messages, which you then have to resolve. For more information about Organizational Management, see the Org Structures Quick Guide.
PUBLIC
33
SAP Business ByDesign Implementation Projects View
4 IMPLEMENTATION PROJECTS VIEW
4.1 IMPLEMENTATION PROJECTS QUICK GUIDE

In the Implementation Projects view of the Business Configuration work center, key users can set up and adapt the SAP Business ByDesign solution to meet the company's specific business requirements. With the first implementation project, you select the capabilities to incorporate into your solution and then perform project management and implementation activities to get your solution up and running. After going live for the first time, you can create change projects to adapt and improve your solution as required.
Business Background
Configuring Your SAP Business ByDesign Solution Business configuration enables you as a prospective or existing customer key user to evaluate and quickly set up the SAP Business ByDesign solution to meet the specific requirements of your company. It also allows you to adapt and improve your solution at any time as your needs change. For more information, see here. Scoping In the SAP Business ByDesign solution, scoping is the process of matching your individual business requirements to predefined solution capabilities using the business adaptation catalog. The catalog structures all available capabilities for the solution into a hierarchy of business areas, packages, topics, and options. SAP and its partners have already defined the technical system settings and the content needed to accommodate each element of the catalog and to support your requirements. This predefined content is based on industry-specific and country-specific best practices. During the scoping process, all of your decisions are stored in a unique solution proposal. This document is available when you have finished scoping and contains detailed information about your scoping selections. For more information, see here. Implementing a Project The implementation of your SAP Business ByDesign solution includes all steps required for getting the system, the data, and the people in your company ready for Go-Live. The Activity List is derived from the agreed solution scope and includes all activities and milestones that the project team has to complete. The activities are structured by different project phases. Simple status and progress reporting per activity and activity group enable you to easily track the progress of your project as you work through the different phases. For more information, see Implementing a Project First Implementation and Implementing a Project Change Projects. Implementation Project Template You can apply an implementation project template to your SAP Business ByDesign solution. You procure these templates in the SAP Store. The templates contain scoping elements suited for specific requirements and business needs, usually designed by SAP and its partner for specific industries and lines of business. After the implementation project template is applied, you can refine your solution further. For more information, see here.
PUBLIC
34
Understand the Overall Migration Process Efficient and reliable data migration is a key success factor for the implementation of SAP Business ByDesign. The data migration self-service for SAP Business ByDesign enables you to perform all migration tasks on your own and minimizes conventional issues, such as data mapping and transformation. For more information, see here.
Tasks
Scope Your Solution Prepare the First Implementation Project For information about this task, see here. Prepare a Change Project For information about this task, see here. Complete the Activity List Complete the Activity List For information about this task, see herehere. Further Tasks for Change Projects Delete a Change Project For information about this task, see here. Cancel a Change Project For information about this task, see here. Update a Change Project from the Production System For information about this task, see here. Simulate Merging a Change Project with the Production System For information about this task, see here.
4.2 FIRST IMPLEMENTATION PROJECT 4.2.1 PREPARE THE FIRST IMPLEMENTATION PROJECT
Overview
When you want to begin evaluating SAP Business ByDesign, you can carry out a scoping workshop with the assistance of an SAP or partner solution adviser. The solution adviser guides you through the process of defining the scope of your first implementation project. You can return to this activity later to adapt the scope of your first implementation project as well.
A test system has been set up for you and your First Implementation project has been created automatically.
Prerequisites
If you procured an implementation project template, you can apply this as the first step. If required, you can then further refine the scope of your solution by following the steps described below. For more information, see Implementation Project Template.
Alternatives
Procedure
1. On the Implementation Projects view of the Business Configuration work center, select the First Implementation project and click Edit Project Scope . The Edit Project Scope guided activity is displayed.
PUBLIC
35
At any step of the guided activity, if you need to pause or postpone the process, you can click Save Draft to ensure that the decisions you have made are saved for when you resume your work. 2. On the Country and Type of Business step, review the countries and types of business for your solution. Based on best practices for the selected countries and types of business, the system preselects relevant scoping elements. a. To change the countries where you will run the solution, click Edit Countries. b. To change the types of business for which you want to run the solution, click Edit Type of Business. c. Click Next to continue. 3. On the Implementation Focus step, select whether you want to implement capabilities from the complete SAP Business ByDesign solution or only from part of the solution. If you prefer to take a phased approach, you can select a limited focus and then extend it later to cover the whole solution. If you selected an implementation focus and made scoping decisions for your first implementation project previously, changing your implementation focus now will reset the decisions you made. a. Select an implementation focus and click b. Click Next to continue.
Select for Implementation
4. On the Scoping step, select the capabilities that you want to incorporate into your solution. The solution capabilities are structured as a hierarchy of scoping elements: Business areas contain business packages, and business packages contain business topics. Based on best practices for your country and type of business, the system has preselected the relevant scoping elements. You can accept these recommendations or you can adjust the preselected content and determine which of the available features and functions you want to incorporate into your solution. Certain elements are mandatory for your scope and cannot be deselected; the corresponding checkboxes in the Select column are thus selected and grayed out. Add-on solutions procured in the SAP Store are added as capabilities and can be selected here in addition to the standard capabilities. For more information about add-on solutions in the SAP Store, see SAP Store Orders Quick Guide. The hierarchy has built-in rules to ensure that all selections you make are logical and consistent, from a business and technical point of view. Thus, when you make a selection, the system makes the necessary additional selections automatically. Also, when you make a selection that goes against the rules, a warning icon is displayed in the Conflict column next to each affected scoping element. For guidance on how to resolve the issue, you can select an element and review . Dependency . To quickly identify all elements with conflicts, you can select Elements with Conflicts from the Show list. a. Open the first business area in the hierarchy. To expand the complete hierarchy of scoping elements, click Expand All.
Actions
and select
For detailed background information about the business area, review . Overview , . Relevance , and . Benefits . You cannot select or deselect the business area directly. Rather, the business area is selected automatically if at least one of its business packages is selected. For information about why the business area is selected or deselected, review . Dependency . To add notes or additional requirements for the business area, use . Your Notes . All notes and requirements are summarized in reports available from the Review step of the guided activity.
PUBLIC
36
b. Within the first business area, choose the business packages and topics that you want to include in your solution. To include a business package or topic in your solution, select the corresponding checkbox in the Select column. You must select a package before you can select any of its topics. For each business package and topic, review the information on . Overview , . Relevance , and . Dependency . The information on . Dependency changes based on the state of the scoping element. If it is possible to change the selection of the element, the tab lists a simulation of the system selections that would result. If it is not possible to change the selection of the element, the tab lists the elements that caused its current state. If the element is in conflict with other selections, the tab lists them so that you can decide which selections to reverse. To add notes and additional requirements for a business package or topic, use . Your Notes . All notes and requirements are summarized in reports available from the Review step of the guided activity. For each business package and topic you can see the available add-on solutions on . SAP Store . When you click on the link of the add-on solution in this tab, you are directed to the SAP Store. There you can procure the add-on solution. Once this is completed, the add-on solution is added to the list of solution capabilities, where you can select it. c. Repeat the steps above for each subsequent business area. d. Review the changes you made in this step of the guided activity as well as the changes made automatically by the system. Once you proceed to the next step, the history of changes will be cleared. Click Display Scope Changes . The recent changes are listed in descending order. To undo the last change, click Undo Last Scope Change . To redo the last change, click Redo Last Scope Change . e. Click Next to continue. 5. On the Questions step, answer the scoping questions to make more detailed decisions about the capabilities you want in your solution. You will find scoping questions at the business topic level. Based on best practices for your country and type of business, the system has preselected answers. You can accept these recommendations or, where possible, you can adjust the preselected answers. Some answers are mandatory for your scope and thus cannot be changed. To expand the complete hierarchy of scoping elements, click
Actions
and select Expand All.
By default, the Show list is set to Decision-Relevant Elements; only scoping questions that you can answer are displayed. To filter the scoping questions differently, select another option from the Show list. a. Within the first business area, select a business topic that you are interested in. The related groups of scoping questions are displayed to the right. Each group initially displays the Not Reviewed status. b. Review the questions within each group and, if necessary, change the preselected Yes or No answers. When you change an answer, the status of the question group is automatically changed to Reviewed. If you do not change any preselected answers within a group, you can manually set the status of the group to Reviewed. To learn more about a question, review the information on . Overview , . Relevance , and . Dependency .
PUBLIC
37
The information on . Dependency changes based on the state of the scoping element. If it is possible to change the selection of the element, the tab lists a simulation of the system selections that would result. If it is not possible to change the selection of the element, the tab lists the elements that caused its current state. If the element is in conflict with other selections, the tab lists them so that you can decide which selections to reverse. To add notes and additional requirements for a business topic, use . Your Notes . All notes and requirements are summarized in reports available from the Review step of the guided activity. c. Repeat the steps above for each subsequent business area. d. Review the changes you made in this step of the guided activity as well as the changes made automatically by the system. The history of changes will be cleared once you proceed to the next step. Click Display Scope Changes . The recent changes are listed in descending order. To undo the last change, click Undo Last Scope Change . To redo the last change, click Redo Last Scope Change . e. Click Next to continue. If you have not reviewed all decision-relevant questions, a window appears asking you to accept the preselected answers or to return to the questions that are not yet reviewed. 6. On the Review step, review your scoping results and provide additional information about your first implementation project. a. Under Scoping Results, click the links provided to view the results of your scoping decisions. b. Under General Information, enter the Description for your first implementation project. c. Under Planned Implementation Timeline, select the Start Date and End Date for your first implementation project. d. Click Finish . 7. On the Confirmation step you have another chance to review your scoping results. Click the Implementation Projects view and start implementing you project.
Close
to return to
Based on your scoping decisions, the system generates an activity list of the implementation and project management activities that you need to perform in order to go live. You can start working on the activities in the Prepare phase of the activity list. For more information, see Complete the Activity List First ImplementationComplete the Activity List First Implementation. Your scoping decisions are initially deployed when you complete the Confirm Milestone: Scoping Completed activity in the Prepare phase of the activity list. After confirming this milestone, if you return to the Edit Project Scope guided activity and make any scoping changes, the changes are deployed only once you click Finish again. Also, any scoping changes you make may affect the organizational structure. Therefore, you should always check the consistency of the organizational structure, which you can access from the Perform Organizational Structure Setup activity in the Fine-Tune phase of the activity list or from the Organizational Management work center. To check the consistency after making scoping changes, go into Edit mode (the Planning Area), and then click Activate All . Any inconsistencies will appear as messages, which you
Result
PUBLIC
38
then have to resolve. For more information about Organizational Management, see the Org Structures Quick Guide.
4.2.2 IMPLEMENTATION PROJECT TEMPLATE

An implementation project template is a solution profile that contains scoping elements to suit specific requirements and business needs. SAP and its partners create these templates that are usually designed for specific industries or lines of business. You can procure implementation project templates through the SAP Store and apply them in the Business Configuration work center. After the implementation project template is applied, you can further refine your solution before you go live and you need to complete all the open activities in the activity list.
Overview
You have procured an implementation project template as part of an add-on solution in the SAP Store before you finish editing the scope of your first implementation project.
Prerequisites
Applying the Implementation Project Template
To apply the implementation project template, click on the link of your First Implementation Project in the Implementation Projects view of the Business Configuration work center. The Project Overview screen for the first implementation project opens. This screen provides a summary of the scoping decisions made up to that point, including countries, types of business, and the involved areas. From this screen you can edit the project scope, open the activity list, and apply the implementation project template.
1. Click Apply Implementation Project Template . A screen appears listing the templates you procured. 2. Select the template you want to apply and click OK . Any scoping decisions you made before you apply the implementation project template will be lost when you click OK . The scoping decisions that are part of the template are applied to your SAP Business ByDesign solution. When the scope is deployed, the Confirm Milestone: Scoping Completed is set to complete. However, you still need to complete all open activities in the activity list as applying the template does not close all activities automatically. For more information, see Complete the Activity ListComplete the Activity List. You can further enhance and refine the scope of your solution after you applied the implementation project template. For more information, see Prepare the First Implementation Project.
Implementation Projects Quick Guide
See Also
4.2.3 COMPLETE THE ACTIVITY LIST

Once you have finished preparing an implementation project, you can begin to work with the Activity List for the project. The Activity List is automatically generated by the system based on your scoping decisions and is divided into separate phases. It includes all mandatory implementation and project management activities that you need to complete before your solution can go live for the first time, in the case of your first implementation project, or before your changes can be merged with your live solution, in the case of a change project. You can also add optional activities to the Activity List and complete them; most of these optional activities relate to the Fine-Tune phase but may also relate to other phases. Milestones have to be confirmed in each phase except Integrate and Extend these milestones give you guidance and allow you to track the status of your implementation.
PUBLIC 2011 SAP AG. All rights reserved.
39
You have completed the following: First Implementation: You have finished preparing the first implementation project. For more information, see Prepare the First Implementation Project. Change Project: You have finished preparing a change project. For more information, see Prepare a Change Project.
Prerequisites
Steps
Complete the Activity List First Implementation 1. To access the Activity List, open the Implementation Projects view in the Business Configuration work center. 2. Select the implementation project First Implementation and click Open Activity List . The Activity List guided activity opens at the Prepare phase. Prepare Phase 1. In the Prepare phase, in the Show filter select My Activities to find all activities that are assigned to you. You can change the owner of an activity in the list. For more details, see Further Tasks below. 2. Complete the activities in the correct sequence as follows: a. Select your first activity and click Open . b. Read the instructions accompanying the activity, and complete the activity as specified. c. Click Save if required, and close the activity. d. Repeat the above steps for each of your activities. Prerequisites Exist Some activities have to be completed before others. If there are prerequisites for an activity, you can see which activities have to be completed by clicking on Yes in the Prerequisites Exist column; a dialog box opens and lists the prerequisite activities. Repetition Required Some activities in your Activity List have to be repeated in other systems because the data in these activities cannot be copied automatically to another system. For example, if you maintain an activity in your test system, you must also repeat this activity in your production system. In the Activity List, you can see which activities have to be repeated in the Repetition Required column. 3. On the Activity List screen, change the status of each completed activity to Closed. To do this, select each activity, click Change Status , and select Closed. Each activity has a status indicator showing whether the activity is open, in process, or closed. At the bottom of the screen, you can see the total number of activities in the Activity List for the selected phase, as well as how many are open, in process, and closed. At the top of the screen, you can view the overall progress for each phase of your implementation project. 4. Confirm Milestone: Scoping Completed You cannot move on to the next phases of the Activity List until you have confirmed this milestone. Fine-Tune Phase 1. On the Activity List screen, click the Fine-Tune phase.
2. Complete the activities in the Fine-Tune phase in the correct sequence as described for the Prepare phase above. Additional Information Some of the activities in this phase have additional information to assist you in completing them. You can access the additional information either directly in the Help Center of the relevant activity under Help Resources by clicking Help Center in the Infobar, or through the SAP Business ByDesign Library. For more information, see Overview of Fine-Tune Activity Documentation. Mandatory and Optional Activities By default, the Activity List contains only mandatory activities. In the Fine Tune phase and the Integrate and Extend phase, you can also add optional activities to your Activity List. Translate Configuration Settings You can translate your configuration settings in fine-tuning activities into other languages, if required. Restore Default Fine-Tuning Settings You can delete predefined fine-tuning settings. To do this, select a fine-tuning setting and click Delete . You can also restore the predefined fine-tuning settings that you have deleted. To do this, click Restore Defaults . A window appears, listing the fine-tuning settings that can be restored. Select the fine-tuning setting you want to restore and click Restore . For more information, see Further Tasks below. 3. Confirm the following milestones: Confirm Milestone: Organizational Management Completed Confirm Milestone: Fine-Tuning Completed 4. Request the production system. After requesting a production system, you cannot reverse your decision. 5. In the production system, repeat the activities in the Prepare and Fine-Tune phases that are marked with Repetition Required, for example, defining key users and setting up your organizational structure. Integrate and Extend Phase 1. On the Activity List screen, click the Integrate and Extend phase. 2. In the Integrate and Extend phase, complete the activities in the correct sequence as described for the Prepare phase above. 3. Adapt forms, reports, user interfaces, and third party connectivity to meet your company's specific needs. 4. Maintain basic data. 5. If you want SAP to provide a separate system in which you can carry out a test import of legacy master and transaction data and perform an integration test, ask your solution advisor to request a migration test system. The migration test system is an exact copy of your production system. This means that you do not have to repeat any activities you already completed in the production system, for example, defining key users for your project team, setting up your organizational structure, and maintaining basic data. 6. In the migration test system, define the settings for tool-supported migration of your legacy master and transaction data and carry out a test import. Test Phase 1. On the Activity List screen, click the Test phase.
2. In the Test phase, complete the activities in the correct sequence as described for the Prepare phase above. 3. On finalizing testing successfully, confirm Confirm Milestone: Test Completed. Go Live Phase 1. On the Activity List screen, click the Go Live phase. 2. Compete the activities to prepare and perform cutover. 3. Once all other activities are completed successfully, change the status of the Request Go Live activity to Closed. SAP verifies if you are ready to go live. Depending on the outcome of this verification, SAP communicates by email that you are ready to go live or provides a description of issues that must be resolved before you can go live. 4. To finalize your implementation project, confirm the following milestones: Confirm Milestone: Go Live After confirming this milestone, your solution is live and ready for use. You can still view all previous phases and activities of your project, but you cannot make changes to them. Once confirmed, you cannot change the status of this milestone. The project status is set to Completed and all phases except Go Live are set to read-only. There are two ways to make changes to your live solution. You can make immediate changes to a selection of simple fine-tuning settings, or, for more complex changes, you can create change projects. For more information, see Make Immediate Changes and Prepare a Change Project. Confirm Milestone: Close Project After confirming this milestone, your implementation project is officially closed. The status of the project is changed to Closed, the Go Live phase is set to read-only, your test systems are no longer available for testing, and you cannot make any further changes to the project. However, you can still view the project in read-only mode. At the end of the Go Live phase, you and the project team have: Resolved all mandatory and open configuration issues Migrated all legacy data to your production system Completed knowledge transfer Signed off the project Complete the Activity List Change Project 1. To access the Activity List, open the Implementation Projects view in the Business Configuration work center. 2. Select the change project and click Open Activity List . The Activity List guided activity opens at the Prepare phase. Prepare Phase 1. In the Prepare phase, in the Show filter select My Activities to find all activities that are assigned to you. You can change the owner of an activity in the list. For more details, see Further Tasks below. 2. Complete the activities in the correct sequence as follows: a. Select your first activity and click Open . b. Read the instructions accompanying the activity, and complete the activity as specified. c. Click Save if required, and close the activity. d. Repeat the above steps for each of your activities.
PUBLIC
42
Prerequisites Exist Some activities have to be completed before others. If there are prerequisites for an activity, you can see which activities have to be completed by clicking on Yes in the Prerequisites Exist column; a dialog box opens and lists the prerequisite activities. Repetition Required Some activities in your Activity List have to be repeated in other systems because the data in these activities cannot be copied automatically to another system. For example, if you maintain an activity in your test system, you must also repeat this activity in your production system. In the Activity List, you can see which activities have to be repeated in the Repetition Required column. 3. On the Activity List screen, change the status of each completed activity to Closed. To do this, select each activity, click Change Status , and select Closed. Each activity has a status indicator showing whether the activity is open, in process, or closed. At the bottom of the screen, you can see the total number of activities in the Activity List for the selected phase, as well as how many are open, in process, and closed. At the top of the screen, you can view the overall progress for each phase of your implementation project. 4. Confirm Milestone: Scoping Completed You cannot move on to the next phases of the Activity List until you have confirmed this milestone. 5. Request a test system for the change project or confirm you do not want to request a test system. This is only possible if you have confirmed the milestone that scoping is completed. a. Open the Request Test System for Change Project activity and click Read documentation for detailed information about this activity. b. Based on the complexity of your change project and whether you are making any changes to fine-tuning settings, decide whether you require a test system. If your changes are simple and you are certain that they do not contradict decisions made in the production system, select Do not request test system and click Submit . You can still request a test system later, if necessary. If you want to test your changes in a separate system before transferring them into the production system, select Request test system and click Submit . After requesting a test system, you cannot reverse your decision; you will have to continue your change project in the test system until you merge your changes back to the production system. In order for your test system to be created, a downtime of your production system is necessary. The available downtime slots are displayed in a table. You can select one of the available slots, or enter a different start and end date and click Show Available Downtime Slot . The downtime slots available during the entered dates are displayed in the table. Select one of the available slots and click Submit . A message will appear confirming your selected downtime slot. Inform your users of the selected downtime slot, as changes are not possible in the production system during this time. Fine-Tune Phase 1. On the Activity List screen, click the Fine-Tune phase.
2. In the Fine Tune phase, complete the activities in the correct sequence as described for the Prepare phase above. Additional Information Some of the activities in this phase have additional information to assist you in completing them. You can access the additional information either directly in the Help Center of the relevant activity under Help Resources by clicking Help Center in the Infobar, or through the SAP Business ByDesign Library. For more information, see Overview of Fine-Tune Activity Documentation. Mandatory and Optional Activities The Activity List contains the mandatory activities derived from the scope of your change project as well as optional activities you selected for inclusion while preparing the change project. In the Fine Tune phase and the Integrate and Extend phase, you can add more optional activities to your Activity List. Translate Configuration Settings You can translate your configuration settings in fine-tuning activities into other languages, if required. Restore Default Fine-Tuning Settings You can delete predefined fine-tuning settings. To do this, select a fine-tuning setting and click Delete . You can also restore the predefined fine-tuning settings that you have deleted. To do this, click Restore Defaults . A window appears, listing the fine-tuning settings that can be restored. Select the fine-tuning setting you want to restore and click Restore . For more information, see Further Tasks below. 3. Confirm the following milestones: Confirm Milestone: Organizational Management Completed. Confirm Milestone: Fine-Tuning Completed. Integrate and Extend Phase 1. On the Activity List screen, click the Integrate and Extend phase. 2. In the Integrate and Extend phase, complete the activities in the correct sequence as described for the Prepare phase above. 3. Request a migration test system for the change project or confirm that you do not want to request a migration test system. a. Open the Request Migration Test System for Change Project activity and click Read documentation for detailed information about this activity. b. If you do not need to import legacy data, select Do not request migration test system and click Submit . You can still request a migration test system later, if required. If you want SAP to provide a separate system in which you can carry out a test import of legacy data and perform an integration test, select Request migration test system and then click Submit . After requesting a migration test system, you cannot reverse your decision. In order for your test system to be created, a downtime of your production system is necessary. The available downtime slots are displayed in a table. You can select one of the available slots, or enter a different start and end date and click Show Available Downtime Slot . The downtime slots available during the entered dates are displayed in the table. Select one of the available slots and click Submit . A message will appear confirming your selected downtime slot.
PUBLIC
44
Inform your users of the selected downtime slot, as changes are not possible in the production system during this time. 4. If required, complete the activities to migrate your legacy data. Test Phase Before starting to work on the Test phase, we recommend you update the project with scoping and finetuning changes that have been made to the production system since the change project was created. For more information, see Update a Change Project from Production. 1. On the Activity List screen, click the Test phase. 2. In the Test phase, if required, complete the activities in the correct sequence as described for the Prepare phase above. 3. Confirm Confirm Milestone: Test Completed. Go Live Phase Before starting to work on the Go Live phase, we recommend you simulate the merge back to the production system to ensure your changes do not contradict decisions made in the production system. For more information, see Simulate Merging a Change Project with the Production System. 1. On the Activity List screen, click the Go Live phase. 2. In the Go Live phase, merge your changes back to the production system. This is possible only if you have confirmed the milestone Test Completed in the Test phase. a. Open the Merge Changes with Production System activity and click Start Merge . If your changes contradict decisions made in the production system since your project was created, you have the opportunity to either keep the project settings or cancel the merge process. If the merge process was canceled previously, you can click automatically created reports.
Merge Reports
to see the
b. Click Close to return to the Activity List. 3. Activate your changes in the production system. This is possible only if you have merged your changes back to the production system. a. Open the Activate Solution Capabilities activity. b. If the status is Activation Required, click Confirm to adapt and expand your business processes to incorporate the newly configured functionality. If the status is Activation Not Required, click Confirm to simply complete this activity. c. Click Close to return to the Activity List. 4. Confirm Confirm Milestone: Go Live. This is possible only if you have activated your changes in the production system. After confirming this milestone, you can still view all previous phases and activities of your project, but you cannot make changes to them. Once confirmed, you cannot change the status of this milestone. The project status is set to Completed and all phases except Go Live are set to read-only. 5. Confirm Confirm Milestone: Close Project. This is possible only if you have confirmed the milestone Go Live. After confirming this milestone, your change project is officially closed. The status of the project is changed to Closed, the Go Live phase is set to read-only, and you cannot make any further changes to the project. However, you can still view the project in read-only mode.
PUBLIC
45
In the Reports view, you can run the Configuration Change History report to display a complete change history for all fine-tuning settings that are in scope for your solution and that you have fine-tuned or that have been changed by an update. The report also displays the change history for fine-tuning settings that were deselected and, thus, that are not in scope.
Further Tasks
Change the Owner of an Activity 1. Select the activity for which you want to change the owner. 2. Click Actions and select Change Owner. 3. Enter the name of the new owner or use the value help to search for a name. 4. Click OK to save your changes. Create a Manual Activity If you require further activities for your implementation project, you can create them directly in the Activity List. For example, if you want to include your implementation project schedule, you can create an activity in the Prepare phase and attach the project schedule. 1. Go to the phase of the activity list where you want to add the manual activity. 2. Click Actions and select Create Manual Activity. 3. On the Edit Manual Activity screen, proceed as follows: Enter the required details. The system proposes an Activity Group you can change the proposal using the value help. The Phase is entered automatically and matches the phase you are in when you create the manual activity. Add attachments. You can upload files or links. Click Save and Close . The manual activity is added to the Activity List. Delete a Manual Activity To delete a manual activity from the Activity List, select the manual activity, click Delete Manual Activity. The manual activity is removed from the Activity List. Add or Remove Optional Activities The Activity List automatically contains all mandatory activities you need to work though based on the scoping decisions made by your company. In the Fine-Tune phase and the Integrate and Extend phase, you can check if there are any optional activities that you might want to implement or remove. 1. Click Add Optional Activities . The Add Optional Activities screen is displayed. The optional activities that are available depend on your scoping decisions. 2. On the Add Optional Activities screen, in the Show list select either My Activities or All Activities. The activities that are already in your Activity List have a check mark in the In Activity List column. 3. To add an activity to your Activity List, select the relevant checkbox in the In Activity List column. To remove an activity from your Activity List, deselect the relevant checkbox in the In Activity List column. 4. To return to the Activity List, click OK .
Actions
and then select
PUBLIC
46
Add a Note to an Activity You can attach notes to an activity for future reference. In addition, any notes that were made during scoping appear in the Activity List. Notes are useful, for example, if you want to change the owner of an activity and you want to provide information to the new owner, or you want to add a comment about why an activity has been completed in a certain way. 1. Select the activity to which you want to add a note, click Actions , and select Add or Edit Notes. 2. On the Add or Edit Notes screen in the Notes section, click Add Row and enter a name and description for the note. You can add several notes for the activity. You can also edit or remove existing notes. 3. In the Attachments section, click Add to upload the relevant attachment, which can be a file or a link. You can add more than one attachment, and you can also view, delete, or replace attachments. 4. Click Save and Close to return to the Activity List. The system updates the Notes column to show that a note for the activity exists. Translate Fine-Tuning Settings You can translate your fine-tuning settings into other languages. 1. In the Fine-Tune phase of the activity list, open the activity for which you would like settings translated. 2. On the relevant fine-tuning screen, click Translate . The Translate screen is displayed. 3. Select the Source Language and Target Language for translation. The list of source languages consists of the system languages. The list of target languages consists of the system languages and any additional language you have selected in the optional fine-tuning activity Additional Communication Languages. 4. The default settings delivered with your solution are translated automatically. If necessary, edit the Target Language translations. 5. For settings that you or other users added to your solution manually, enter Target Language translations and then click OK . Restore Default Fine-Tuning Settings Your fine-tuning settings initially include default values provided by SAP or partners. In some cases, if these values were removed from a fine-tuning screen, you can restore them. 1. In the Fine-Tune phase of the activity list, open the activity for which you would like to restore default settings. 2. On the relevant fine-tuning screen, click Restore Defaults . The Restore Defaults screen is displayed. If the Restore Defaults button is not available on a fine-tuning screen, it is not possible to restore those particular default fine-tuning settings. 3. Select the settings that you want to include in your solution and click
Restore
4.3 CHANGE PROJECT 4.3.1 PREPARE A CHANGE PROJECT

After the solution has gone live for the first time, key users can prepare a change project to adapt the capabilities and behavior of the solution. Just as in the first implementation project, the main part of preparing a change project is selecting scoping elements and reviewing scoping questions. In addition, you identify mandatory and optional activities for implementing the changes, and you provide additional information about the project.
Overview
The live solution is not affected by the changes until they are merged with the production system. Key users can make some simple fine-tuning changes immediately rather than creating and implementing a change project. For more information, see Make Immediate Changes.
Prerequisites
Procedure
1. On the Implementation Projects view of the Business Configuration work center, click new change project. To edit the scope of a change project you created previously, select the project and click
New
to create a .
Edit Project Scope
The New Change Project or Edit Change Project guided activity is displayed. 2. Optional: On the Define Shortlist step, search for configuration elements that correspond to the changes you want to make and add them to your shortlist. The shortlist gives you quick access to these elements throughout the guided activity. a. To learn about a particular element, select the element and click View . The button is active only when one element is selected. b. In the Available Configuration Elements table, select the elements that you want to add to the shortlist and click the down arrow. The elements are added to the Configuration Elements in Shortlist table. In the steps that follow, you can gain quick access to the shortlisted elements by selecting the relevant Shortlist option from the Show list. Also, the shortlisted elements will appear highlighted. c. Click Next to continue. 3. Optional: On the Select Scenario step, select a change scenario that SAP has defined for typical business-driven changes, for example, adding or removing a country or extending the implementation focus. a. To learn about a particular change scenario, click the title of the change scenario. b. To add a scenario to your change project, click Select Scenario and complete the task that is displayed. The scoping elements, questions, and activities related to the selected change scenario will be available to you in the steps that follow. For more information, see Change Scenario: Add Country. c. Click Next to continue. At this or any subsequent step of the guided activity, you can click a Basic or Complete overview of your change project.
Project Details
to view either
4. On the Adjust Scoping step, adjust the capabilities that you want in your solution. The solution capabilities are structured as a hierarchy of scoping elements: Business areas contain business packages, and business packages contain business topics. Certain elements are mandatory for your scope and cannot be deselected; the corresponding checkboxes in the Select column are thus selected and grayed out. Add-on solutions procured in the SAP Store are added as capabilities and can be selected here in addition to the standard capabilities. For more information about add-on solutions in the SAP Store, see SAP Store Orders Quick Guide. The hierarchy has built-in rules to ensure that all selections you make are logical and consistent, from a business and technical point of view. Thus, when you make a selection, the system makes the necessary additional selections automatically. Also, when you make a selection that goes against the rules, a warning icon will display in the Conflict column next to each affected
PUBLIC
48
scoping element. For guidance on how to resolve the issue, you can select an element and review . Dependency . To quickly identify all elements with conflicts, you can select Elements with Conflicts from the Show list. a. Open the first business area in the hierarchy. To expand the complete hierarchy of scoping elements, click Expand All.
Actions
and select
For detailed background information about the business area, review . Overview , . Relevance , and . Benefits . You cannot select or deselect the business area directly. Rather, the business area is selected automatically if at least one of its business packages is selected. For information about why the business area is selected or deselected, review . Dependency . To add notes or additional requirements for the business area, use . Your Notes . b. Within the first business area, choose the business packages and topics that you want to adjust. To select or deselect a business package or topic, select the corresponding checkbox in the Select column. You must select a package before you can select any of its topics. For each business package and topic, review the information on . Overview , . Relevance , and . Dependency . The information on . Dependency changes based on the state of the scoping element. If it is possible to change the selection of the element, the tab lists a simulation of the system selections that would result. If it is not possible to change the selection of the element, the tab lists the elements that caused its current state. If the element is in conflict with other selections, the tab lists them so that you can decide which selections to reverse. To add notes or additional requirements for a business package or topic, use . Your Notes . For each business package and topic you can see the available add-on solutions on . SAP Store . When you click on the link of the add-on solution in this tab, you are directed to the SAP Store. There you can procure the selected add-on solution. Once this is completed, the add-on solution is added to the list of solution capabilities, where you can select it. c. Repeat the steps above for each subsequent business area as required. d. Review the changes you made in this step of the guided activity as well as the changes made automatically by the system. The history of changes is cleared once you proceed to the next step. Click Display Scope Changes . The recent changes are listed in descending order. To undo the last change, click Undo Last Scope Change . To redo the last change, click Redo Last Scope Change . e. Click Next to continue. 5. On the Review Questions step, answer the scoping questions for the adjustments you've made. You will find scoping questions at the business topic level. Some answers are mandatory for your scope and thus cannot be changed. To expand the complete hierarchy of scoping elements, click
Actions
and select Expand All.
a. Within the first business area, select a business topic that you are interested in. The related groups of scoping questions are displayed to the right. Each new group initially displays the Not Reviewed status. b. Review the questions within each group and, if necessary, change the preselected Yes or No answers.
PUBLIC
49
When you change an answer, the status of the question group is automatically changed to Reviewed. If you do not change any preselected answers within a group, you can manually set the status of the group to Reviewed. To learn more about a question, click Details and review the information on . Overview , . Relevance , and . Dependency . The information on . Dependency changes based on the state of the scoping element. If it is possible to change the selection of the element, the tab lists a simulation of the system selections that would result. If it is not possible to change the selection of the element, the tab lists the elements that caused its current state. If the element is in conflict with other selections, the tab lists them so that you can decide which selections to reverse. To add notes or additional requirements for a business topic, use . Your Notes . c. Repeat the steps above for each subsequent business area. d. Review the changes you made in this step of the guided activity as well as the changes made automatically by the system. The history of changes is cleared once you proceed to the next step. Click Display Scope Changes . The recent changes are listed in descending order. To undo the last change, click Undo Last Scope Change . To redo the last change, click Redo Last Scope Change . e. Click Next to continue. If you have not reviewed all decision-relevant questions, a window appears asking you to accept the preselected answers or to return to the questions that are not yet reviewed. 6. On the Identify Activities step, identify the activities that will be included in the activity list for your change project. The Select Activities table contains the maximum number of activities, both mandatory and optional, that can be included in the activity list for your change project. Mandatory activities, such as essential project management activities and activities required for scoping decisions you made in previous steps, are already selected for inclusion and cannot be deselected. If you are adding a country as part of your change project, you have to add some activities manually. For more information, see Change Scenario: Add Country. a. To learn more about a particular activity, select the activity and click View . The button is active when only one activity is selected. Either a preview of the activity is displayed or, if the activity is exclusively instructional, the documentation for the activity is displayed. b. To search for and include an optional activity in the activity list for your change project, select All Activities in the Show list. To narrow your search, enter a keyword in the Find field and click Go . Select the checkbox in the In Activity List column for the activity you want to add. c. The purpose of some activities is to provide instruction and guidance. To include all such activities in the activity list, click Select Instructional Activities . d. Click Next to continue. 7. On the Complete Project Setup step, review the summary of changes and provide additional information about your change project. a. Review the Summary of Changed Elements and, if necessary, click an element type to go back to the corresponding step in the guided activity. For example, click Scoping to go back to the Adjust Scoping step.
PUBLIC
50
b. Under General Information, enter the Title and Description for your change project. c. Under Planned Implementation Timeline, select the Start Date and End Date for your change project. d. Click Finish . Scope changes can lead to inconsistencies in the solution profile that have to be resolved before you can start the implementation of your changes. In case inconsistencies are detected, a window appears giving you two options: 1. Cancel the finalization of the change project. To do this, click Cancel and navigate back through the steps to make changes and resolve errors in your project. 2. Continue to the next step, save the project with inconsistencies, and resolve these at a later stage. To do this, click Continue . 8. On the Confirmation step you have another chance to review your scoping results. Click the Implementation Projects view and start implementing you project
Close
to return to
Based on your decisions, the system generates the activity list for your change project. To start working on the activities in your activity list, click Open Activity List to Implement Changes. For more information, see Complete the Activity List Change ProjectComplete the Activity List Change Project. If inconsistencies occur, a message is displayed stating the change project has been saved, but with inconsistencies in some fine-tuning settings. Instead of a link to Open Activity List to Implement Changes, a link to Resolve Inconsistencies is displayed. When you click this link, you are directed to the Resolve Inconsistencies screen, which provides recommended actions for you to resolve the errors. To view a basic or detailed summary of your change project, click Display Project Details (Basic) or Display Project Details (Complete). Any scoping decisions you make as part of your change project are initially deployed when you complete the Confirm Milestone: Scoping Completed activity in the Prepare phase of the activity list. After confirming this milestone, if you return to the Edit Change Project guided activity and make any further scoping changes, the changes are deployed only once you click Finish again. Also, any scoping changes you make may affect the organizational structure. Therefore, you should always check the consistency of the organizational structure, which you can access from the Perform Organizational Structure Setup activity in the Fine-Tune phase of the activity list or from the Organizational Management work center. To check the consistency after making scoping changes, go into Edit mode (the Planning Area), and then click Activate All . Any inconsistencies will appear as messages, which you then have to resolve. For more information about Organizational Management, see the Org Structures Quick Guide.
Result
4.3.2 CHANGE SCENARIO: ADD COUNTRY

You can select the Add Country change scenario as part of a change project. After you have selected the Add Country change scenario, scoping elements, questions, and business options applicable solely to the added country are available in the steps to prepare a change project. In the Identify Activities step, you have to manually add
Overview
business options that are affected by this change scenario, but were already completed in the first implementation project and therefore not automatically added to the activities list. Once you have added the business options to your activity list, follow the usual steps for completing the activity list. For more information, see Complete the Activity ListComplete the Activity List. This is only relevant if Financial Management and/or Human Resources Management are already in scope prior to this change project. If Financial Management and/or Human Resources Management are not in scope, you do not have to manually add any activities.
Activities to be Added
The following business options have to be added manually to the activity list when you add a country to your solution: Financial Management: Charts of Accounts, Financial Reporting Structures, Account Determination For more information, see Chart of Accounts. Set of Books For more information, see Set of Books. Open Fiscal Year and Account Periods For more information, see Fiscal Year.
The following business options have to be added manually to the activity list if they were in scope prior to this change project: Financial Management: Direct Posting to Partner Companies Settings for Income Statements by Function of Expense and Earned Profit Analysis Fixed Asset Classes Capitalization Threshold for Fixed Assets Default Account Determination Group for Product Categories Accrual Method Determination Financial Reporting Structures for Cost Center Management Accounting Reports Settings for Earned Profit Analysis Settings for Profit Analysis Based on Invoices and Orders Set Migration Date and Process Control Migration of Open Items Payable Migration of Open Items Receivable Migration of Open Outgoing Checks Migration of Balances for Bank Accounts and Petty Cash Migration of Fixed Assets Migration of G/L Account Balances Migration of Open Goods Receipts Human Resources Management: Period Closure Scheduling Reusable Work Schedules We strongly recommend that you review all business options that were in scope prior to this change project. You can find all business packages, topics, and options in scope prior to the change project in the Solution Proposal Detailed, which is available from the Reports View. For more information, see Solution Proposal.
PUBLIC
52
See Also
Prepare a Change Project Complete the Activity ListComplete the Activity List
4.3.3 COMPLETE THE ACTIVITY LIST

Once you have finished preparing an implementation project, you can begin to work with the Activity List for the project. The Activity List is automatically generated by the system based on your scoping decisions and is divided into separate phases. It includes all mandatory implementation and project management activities that you need to complete before your solution can go live for the first time, in the case of your first implementation project, or before your changes can be merged with your live solution, in the case of a change project. You can also add optional activities to the Activity List and complete them; most of these optional activities relate to the Fine-Tune phase but may also relate to other phases. Milestones have to be confirmed in each phase except Integrate and Extend these milestones give you guidance and allow you to track the status of your implementation.
You have completed the following: First Implementation: You have finished preparing the first implementation project. For more information, see Prepare the First Implementation Project. Change Project: You have finished preparing a change project. For more information, see Prepare a Change Project.
Prerequisites
Steps
Complete the Activity List First Implementation 1. To access the Activity List, open the Implementation Projects view in the Business Configuration work center. 2. Select the implementation project First Implementation and click Open Activity List . The Activity List guided activity opens at the Prepare phase. Prepare Phase 1. In the Prepare phase, in the Show filter select My Activities to find all activities that are assigned to you. You can change the owner of an activity in the list. For more details, see Further Tasks below. 2. Complete the activities in the correct sequence as follows: a. Select your first activity and click Open . b. Read the instructions accompanying the activity, and complete the activity as specified. c. Click Save if required, and close the activity. d. Repeat the above steps for each of your activities. Prerequisites Exist Some activities have to be completed before others. If there are prerequisites for an activity, you can see which activities have to be completed by clicking on Yes in the Prerequisites Exist column; a dialog box opens and lists the prerequisite activities. Repetition Required Some activities in your Activity List have to be repeated in other systems because the data in these activities cannot be copied automatically to another system. For example, if you maintain an activity in your test system, you must
PUBLIC
53
also repeat this activity in your production system. In the Activity List, you can see which activities have to be repeated in the Repetition Required column. 3. On the Activity List screen, change the status of each completed activity to Closed. To do this, select each activity, click Change Status , and select Closed. Each activity has a status indicator showing whether the activity is open, in process, or closed. At the bottom of the screen, you can see the total number of activities in the Activity List for the selected phase, as well as how many are open, in process, and closed. At the top of the screen, you can view the overall progress for each phase of your implementation project. 4. Confirm Milestone: Scoping Completed You cannot move on to the next phases of the Activity List until you have confirmed this milestone. Fine-Tune Phase 1. On the Activity List screen, click the Fine-Tune phase. 2. Complete the activities in the Fine-Tune phase in the correct sequence as described for the Prepare phase above. Additional Information Some of the activities in this phase have additional information to assist you in completing them. You can access the additional information either directly in the Help Center of the relevant activity under Help Resources by clicking Help Center in the Infobar, or through the SAP Business ByDesign Library. For more information, see Overview of Fine-Tune Activity Documentation. Mandatory and Optional Activities By default, the Activity List contains only mandatory activities. In the Fine Tune phase and the Integrate and Extend phase, you can also add optional activities to your Activity List. Translate Configuration Settings You can translate your configuration settings in fine-tuning activities into other languages, if required. Restore Default Fine-Tuning Settings You can delete predefined fine-tuning settings. To do this, select a fine-tuning setting and click Delete . You can also restore the predefined fine-tuning settings that you have deleted. To do this, click Restore Defaults . A window appears, listing the fine-tuning settings that can be restored. Select the fine-tuning setting you want to restore and click Restore . For more information, see Further Tasks below. 3. Confirm the following milestones: Confirm Milestone: Organizational Management Completed Confirm Milestone: Fine-Tuning Completed 4. Request the production system. After requesting a production system, you cannot reverse your decision. 5. In the production system, repeat the activities in the Prepare and Fine-Tune phases that are marked with Repetition Required, for example, defining key users and setting up your organizational structure. Integrate and Extend Phase 1. On the Activity List screen, click the Integrate and Extend phase.
PUBLIC
54
2. In the Integrate and Extend phase, complete the activities in the correct sequence as described for the Prepare phase above. 3. Adapt forms, reports, user interfaces, and third party connectivity to meet your company's specific needs. 4. Maintain basic data. 5. If you want SAP to provide a separate system in which you can carry out a test import of legacy master and transaction data and perform an integration test, ask your solution advisor to request a migration test system. The migration test system is an exact copy of your production system. This means that you do not have to repeat any activities you already completed in the production system, for example, defining key users for your project team, setting up your organizational structure, and maintaining basic data. 6. In the migration test system, define the settings for tool-supported migration of your legacy master and transaction data and carry out a test import. Test Phase 1. On the Activity List screen, click the Test phase. 2. In the Test phase, complete the activities in the correct sequence as described for the Prepare phase above. 3. On finalizing testing successfully, confirm Confirm Milestone: Test Completed. Go Live Phase 1. On the Activity List screen, click the Go Live phase. 2. Compete the activities to prepare and perform cutover. 3. Once all other activities are completed successfully, change the status of the Request Go Live activity to Closed. SAP verifies if you are ready to go live. Depending on the outcome of this verification, SAP communicates by email that you are ready to go live or provides a description of issues that must be resolved before you can go live. 4. To finalize your implementation project, confirm the following milestones: Confirm Milestone: Go Live After confirming this milestone, your solution is live and ready for use. You can still view all previous phases and activities of your project, but you cannot make changes to them. Once confirmed, you cannot change the status of this milestone. The project status is set to Completed and all phases except Go Live are set to read-only. There are two ways to make changes to your live solution. You can make immediate changes to a selection of simple fine-tuning settings, or, for more complex changes, you can create change projects. For more information, see Make Immediate Changes and Prepare a Change Project. Confirm Milestone: Close Project After confirming this milestone, your implementation project is officially closed. The status of the project is changed to Closed, the Go Live phase is set to read-only, your test systems are no longer available for testing, and you cannot make any further changes to the project. However, you can still view the project in read-only mode. At the end of the Go Live phase, you and the project team have: Resolved all mandatory and open configuration issues Migrated all legacy data to your production system Completed knowledge transfer Signed off the project
PUBLIC
55
Complete the Activity List Change Project 1. To access the Activity List, open the Implementation Projects view in the Business Configuration work center. 2. Select the change project and click Open Activity List . The Activity List guided activity opens at the Prepare phase. Prepare Phase 1. In the Prepare phase, in the Show filter select My Activities to find all activities that are assigned to you. You can change the owner of an activity in the list. For more details, see Further Tasks below. 2. Complete the activities in the correct sequence as follows: a. Select your first activity and click Open . b. Read the instructions accompanying the activity, and complete the activity as specified. c. Click Save if required, and close the activity. d. Repeat the above steps for each of your activities. Prerequisites Exist Some activities have to be completed before others. If there are prerequisites for an activity, you can see which activities have to be completed by clicking on Yes in the Prerequisites Exist column; a dialog box opens and lists the prerequisite activities. Repetition Required Some activities in your Activity List have to be repeated in other systems because the data in these activities cannot be copied automatically to another system. For example, if you maintain an activity in your test system, you must also repeat this activity in your production system. In the Activity List, you can see which activities have to be repeated in the Repetition Required column. 3. On the Activity List screen, change the status of each completed activity to Closed. To do this, select each activity, click Change Status , and select Closed. Each activity has a status indicator showing whether the activity is open, in process, or closed. At the bottom of the screen, you can see the total number of activities in the Activity List for the selected phase, as well as how many are open, in process, and closed. At the top of the screen, you can view the overall progress for each phase of your implementation project. 4. Confirm Milestone: Scoping Completed You cannot move on to the next phases of the Activity List until you have confirmed this milestone. 5. Request a test system for the change project or confirm you do not want to request a test system. This is only possible if you have confirmed the milestone that scoping is completed. a. Open the Request Test System for Change Project activity and click Read documentation for detailed information about this activity. b. Based on the complexity of your change project and whether you are making any changes to fine-tuning settings, decide whether you require a test system. If your changes are simple and you are certain that they do not contradict decisions made in the production system, select Do not request test system and click Submit .
PUBLIC
56
You can still request a test system later, if necessary. If you want to test your changes in a separate system before transferring them into the production system, select Request test system and click Submit . After requesting a test system, you cannot reverse your decision; you will have to continue your change project in the test system until you merge your changes back to the production system. In order for your test system to be created, a downtime of your production system is necessary. The available downtime slots are displayed in a table. You can select one of the available slots, or enter a different start and end date and click Show Available Downtime Slot . The downtime slots available during the entered dates are displayed in the table. Select one of the available slots and click Submit . A message will appear confirming your selected downtime slot. Inform your users of the selected downtime slot, as changes are not possible in the production system during this time. Fine-Tune Phase 1. On the Activity List screen, click the Fine-Tune phase. 2. In the Fine Tune phase, complete the activities in the correct sequence as described for the Prepare phase above. Additional Information Some of the activities in this phase have additional information to assist you in completing them. You can access the additional information either directly in the Help Center of the relevant activity under Help Resources by clicking Help Center in the Infobar, or through the SAP Business ByDesign Library. For more information, see Overview of Fine-Tune Activity Documentation. Mandatory and Optional Activities The Activity List contains the mandatory activities derived from the scope of your change project as well as optional activities you selected for inclusion while preparing the change project. In the Fine Tune phase and the Integrate and Extend phase, you can add more optional activities to your Activity List. Translate Configuration Settings You can translate your configuration settings in fine-tuning activities into other languages, if required. Restore Default Fine-Tuning Settings You can delete predefined fine-tuning settings. To do this, select a fine-tuning setting and click Delete . You can also restore the predefined fine-tuning settings that you have deleted. To do this, click Restore Defaults . A window appears, listing the fine-tuning settings that can be restored. Select the fine-tuning setting you want to restore and click Restore . For more information, see Further Tasks below. 3. Confirm the following milestones: Confirm Milestone: Organizational Management Completed. Confirm Milestone: Fine-Tuning Completed. Integrate and Extend Phase 1. On the Activity List screen, click the Integrate and Extend phase. 2. In the Integrate and Extend phase, complete the activities in the correct sequence as described for the Prepare phase above.
PUBLIC
57
3. Request a migration test system for the change project or confirm that you do not want to request a migration test system. a. Open the Request Migration Test System for Change Project activity and click Read documentation for detailed information about this activity. b. If you do not need to import legacy data, select Do not request migration test system and click Submit . You can still request a migration test system later, if required. If you want SAP to provide a separate system in which you can carry out a test import of legacy data and perform an integration test, select Request migration test system and then click Submit . After requesting a migration test system, you cannot reverse your decision. In order for your test system to be created, a downtime of your production system is necessary. The available downtime slots are displayed in a table. You can select one of the available slots, or enter a different start and end date and click Show Available Downtime Slot . The downtime slots available during the entered dates are displayed in the table. Select one of the available slots and click Submit . A message will appear confirming your selected downtime slot. Inform your users of the selected downtime slot, as changes are not possible in the production system during this time. 4. If required, complete the activities to migrate your legacy data. Test Phase Before starting to work on the Test phase, we recommend you update the project with scoping and finetuning changes that have been made to the production system since the change project was created. For more information, see Update a Change Project from Production. 1. On the Activity List screen, click the Test phase. 2. In the Test phase, if required, complete the activities in the correct sequence as described for the Prepare phase above. 3. Confirm Confirm Milestone: Test Completed. Go Live Phase Before starting to work on the Go Live phase, we recommend you simulate the merge back to the production system to ensure your changes do not contradict decisions made in the production system. For more information, see Simulate Merging a Change Project with the Production System. 1. On the Activity List screen, click the Go Live phase. 2. In the Go Live phase, merge your changes back to the production system. This is possible only if you have confirmed the milestone Test Completed in the Test phase. a. Open the Merge Changes with Production System activity and click Start Merge . If your changes contradict decisions made in the production system since your project was created, you have the opportunity to either keep the project settings or cancel the merge process. If the merge process was canceled previously, you can click automatically created reports.
Merge Reports
to see the
PUBLIC
58
b. Click Close to return to the Activity List. 3. Activate your changes in the production system. This is possible only if you have merged your changes back to the production system. a. Open the Activate Solution Capabilities activity. b. If the status is Activation Required, click Confirm to adapt and expand your business processes to incorporate the newly configured functionality. If the status is Activation Not Required, click Confirm to simply complete this activity. c. Click Close to return to the Activity List. 4. Confirm Confirm Milestone: Go Live. This is possible only if you have activated your changes in the production system. After confirming this milestone, you can still view all previous phases and activities of your project, but you cannot make changes to them. Once confirmed, you cannot change the status of this milestone. The project status is set to Completed and all phases except Go Live are set to read-only. 5. Confirm Confirm Milestone: Close Project. This is possible only if you have confirmed the milestone Go Live. After confirming this milestone, your change project is officially closed. The status of the project is changed to Closed, the Go Live phase is set to read-only, and you cannot make any further changes to the project. However, you can still view the project in read-only mode. In the Reports view, you can run the Configuration Change History report to display a complete change history for all fine-tuning settings that are in scope for your solution and that you have fine-tuned or that have been changed by an update. The report also displays the change history for fine-tuning settings that were deselected and, thus, that are not in scope.
Further Tasks
Change the Owner of an Activity 1. Select the activity for which you want to change the owner. 2. Click Actions and select Change Owner. 3. Enter the name of the new owner or use the value help to search for a name. 4. Click OK to save your changes. Create a Manual Activity If you require further activities for your implementation project, you can create them directly in the Activity List. For example, if you want to include your implementation project schedule, you can create an activity in the Prepare phase and attach the project schedule. 1. Go to the phase of the activity list where you want to add the manual activity. 2. Click Actions and select Create Manual Activity. 3. On the Edit Manual Activity screen, proceed as follows: Enter the required details. The system proposes an Activity Group you can change the proposal using the value help. The Phase is entered automatically and matches the phase you are in when you create the manual activity. Add attachments. You can upload files or links. Click Save and Close . The manual activity is added to the Activity List.
PUBLIC
59
Delete a Manual Activity To delete a manual activity from the Activity List, select the manual activity, click Delete Manual Activity. The manual activity is removed from the Activity List.
Actions
and then select
Add or Remove Optional Activities The Activity List automatically contains all mandatory activities you need to work though based on the scoping decisions made by your company. In the Fine-Tune phase and the Integrate and Extend phase, you can check if there are any optional activities that you might want to implement or remove. 1. Click Add Optional Activities . The Add Optional Activities screen is displayed. The optional activities that are available depend on your scoping decisions. 2. On the Add Optional Activities screen, in the Show list select either My Activities or All Activities. The activities that are already in your Activity List have a check mark in the In Activity List column. 3. To add an activity to your Activity List, select the relevant checkbox in the In Activity List column. To remove an activity from your Activity List, deselect the relevant checkbox in the In Activity List column. 4. To return to the Activity List, click OK . Add a Note to an Activity You can attach notes to an activity for future reference. In addition, any notes that were made during scoping appear in the Activity List. Notes are useful, for example, if you want to change the owner of an activity and you want to provide information to the new owner, or you want to add a comment about why an activity has been completed in a certain way. 1. Select the activity to which you want to add a note, click Actions , and select Add or Edit Notes. 2. On the Add or Edit Notes screen in the Notes section, click Add Row and enter a name and description for the note. You can add several notes for the activity. You can also edit or remove existing notes. 3. In the Attachments section, click Add to upload the relevant attachment, which can be a file or a link. You can add more than one attachment, and you can also view, delete, or replace attachments. 4. Click Save and Close to return to the Activity List. The system updates the Notes column to show that a note for the activity exists. Translate Fine-Tuning Settings You can translate your fine-tuning settings into other languages. 1. In the Fine-Tune phase of the activity list, open the activity for which you would like settings translated. 2. On the relevant fine-tuning screen, click Translate . The Translate screen is displayed. 3. Select the Source Language and Target Language for translation. The list of source languages consists of the system languages. The list of target languages consists of the system languages and any additional language you have selected in the optional fine-tuning activity Additional Communication Languages. 4. The default settings delivered with your solution are translated automatically. If necessary, edit the Target Language translations. 5. For settings that you or other users added to your solution manually, enter Target Language translations and then click OK .
PUBLIC
60
Restore Default Fine-Tuning Settings Your fine-tuning settings initially include default values provided by SAP or partners. In some cases, if these values were removed from a fine-tuning screen, you can restore them. 1. In the Fine-Tune phase of the activity list, open the activity for which you would like to restore default settings. 2. On the relevant fine-tuning screen, click Restore Defaults . The Restore Defaults screen is displayed. If the Restore Defaults button is not available on a fine-tuning screen, it is not possible to restore those particular default fine-tuning settings. 3. Select the settings that you want to include in your solution and click
Restore
4.3.4 DELETE A CHANGE PROJECT

If a change project is In Preparation but is no longer necessary, key users can delete the project from the system entirely. The status of a change project remains In Preparation until the Confirm Milestone: Scoping Completed activity is performed, after which the status is changed to Started. A change project with the status Started or Tested cannot be deleted but rather can be canceled. For more information, see Cancel a Change Project.
Overview
Procedure
1. On the Implementation Projects view of the Business Configuration work center, click the title of the change project. The Project Overview is displayed. 2. Click
Delete Project
and then confirm that you want to delete the change project.
The Delete Project button is available only when the status of the change project is In Preparation.
The change project is deleted and removed from the list on the Implementation Projects view.
Result
4.3.5 CANCEL A CHANGE PROJECT

Overview
If a change project has been Started or Tested but is no longer necessary, key users can cancel the project. A canceled change project can still be viewed but cannot be edited or implemented.
The status of a change project is set to Started when the Confirm Milestone: Scoping Completed activity is performed. The status of a change project is set to Tested when the Confirm Milestone: Test Completed activity is performed.
PUBLIC
61
If the status of the change project is still In Preparation, the change project can be deleted rather than canceled. For more information, see Delete a Change Project.
Procedure
Cancel Project
and then confirm that you want to delete the change project.
The Cancel Project button is available only when the status of the change project is Started or Tested.
The status of the change project is set to Canceled. The canceled project remains in the list on the Implementation Projects view, but it can no longer be edited or implemented.
Result
4.3.6 SIMULATE MERGING A CHANGE PROJECT WITH PRODUCTION

Before merging a change project with the production system, key users can simulate the process to check whether any issues would arise. The simulation does not affect the project or the production system.
Overview
The Merge System with Production System activity has not be completed for the change project.
Prerequisites
Procedure
1. On the Implementation Projects view of the Business Configuration work center, click the title of the change project. The Project Overview is displayed.
Actions
2. Click 3. Click
and then choose Simulate Merge. .
The Simulate Merge view is displayed.

Start Simulation
The status of the merge simulation is displayed. To view the merge simulation report, which includes detailed information about the merge simulation process and the issues that were identified, click the see details link. You can access the merge simulation report from the Project Overview as well. On the Project Overview, click Reports and then choose Simulation History.
Result
PUBLIC
62
4.3.7 UPDATE A CHANGE PROJECT FROM THE PRODUCTION SYSTEM

Overview
Key users can update a project with scoping and fine-tuning changes that have been made to the production system since the change project was created. This is especially useful if a change project is implemented over a long period of time during which other change projects or immediate changes may have been applied to the production system.
Procedure
Actions
and then choose Update Project from Production.
The Update Scoping and Fine-Tuning from Production view is displayed. 3. Click Start Update . 4. If conflicts are detected between the production system and the project, choose whether to keep the project settings or the production settings.
The status of the update is displayed. To view the update report, which includes detailed information about the update process and the issues that were encountered, click the see details link. You can access the update report from the Project Overview as well. On the Project Overview, click Reports and then choose Update History.
Result
PUBLIC
63
SAP Business ByDesign Reports View
5 REPORTS VIEW
5.1 CONFIGURATION CHANGE HISTORY

The Configuration Change History report provides a complete history of changes for scoping decisions, business options, and fine-tuning decisions made to your SAP Business ByDesign solution. The report includes the elements for which the SAP defaults are still in place, as well as the elements that have been changed, either immediately or as part of an implementation project.
Views
.
The following views are available with this report:

Scoping Decisions
Elements Deployed Last 31 Days Shows scoping decisions that were deployed to your solutions within the last 31 days. All Elements Shows all scoping decisions that were deployed to your solution. .
Business Options
Elements Deployed Last 31 Days Shows business options that were deployed to your solution within the last 31 days. All Elements Shows all business options that were deployed to your solution. .
Fine-Tuning Settings
Activities Deployed Last 31 Days Shows fine-tuning settings that were deployed to your solution within the last 31 days. All Activities Shows all fine-tuning settings that have been deployed to your solution.
Features
Running the Report You can access this report from the Reports view of the Business Configuration work center. Report Content . Scoping Decisions This shows basic information about the scoping decisions that have been applied to your solutions. The Change History of Scoping Decisions table displays the name of each scoping element, the action related to the element, the project it applies to, and when the element was deployed to your decision. In addition, you can see the actions that caused the system to automatically select or deselect a scoping element. To do this, select a scoping element with action Selected by System from the table and click View Dependencies . A window now appears, listing the elements that caused the automatic selection or deselection of the scoping element. .
Business Options
PUBLIC
64
This shows basic information about the business options that have been applied to your solution. The Change History of Business Options table displays the name of each scoping element, the action related to the element, the project it applies to, and when the element was deployed to your solution. In addition, you can see the actions that caused the system to automatically select or deselect a scoping element. To do this, select a scoping element with action Selected by System from the table and click View Dependencies . A window now appears, listing the elements that caused the automatic selection or deselection of the scoping element. .
Fine-Tuning Settings
This shows basic information about the fine-tuning settings that have been applied to your solution. The Change History of Fine-Tuning Settings table displays the name of each setting, whether the SAP defaults are still in place for the setting, and when the setting was last deployed to your solution. When a setting is selected, the Details table displays the name of each implementation project that included the setting, the date and time when each project was deployed, and the user who deployed each project. You can also view the exact values either for each fine-tuning setting: 1. Select a setting in the Change History of Fine-Tuning Settings table and click This exports all the details of the fine-tuning setting to Microsoft Office Excel. 2. A window appears allowing you to save the exported data. When you click Save, a .zip file is created and the window is closed. 3. You can now open the saved file and view the detailed information in that file.
View Change Details
The Details table reflects the various instances a fine-tuning activity is saved during the course of a change project. Every time the fine-tuning activity is saved, the project is listed in this table with a different date and time in Deployed On column. To view these values, select a project in the Details table and click
View Change Details
in that table.
Then complete the steps as described above for viewing values for fine-tuning settings to view the values maintained for the selected instance.
5.2 SOLUTION PROPOSAL

During your SAP Business ByDesign scoping session, you reviewed and selected specific business packages, topics, and options for your company. As a result, your business requirements have been matched with specific SAP Business ByDesign capabilities. The Solution Proposal report contains the results of your scoping session and is a record of your most recent decisions as well as the basis for your individual sales quote.
Scoping has been started for the First Implementation project.
Prerequisites
Features
Running the Report You can access this report from two locations: The Review step of the Edit Project Scope guided activity for your first implementation project The Reports view of the Business Configuration work center Before running the report, you can decide whether you want to access the executive summary or the detailed report. Report Content The Solution Proposal - Executive Summary report includes basic details about your company, the countries and types of business for which you want to implement SAP Business ByDesign, as well as a list of the business areas,
PUBLIC
65
work centers, and business packages that were selected for your SAP Business ByDesign solution. It also includes overview statistics on the countries, types of business, business areas, and business packages selected and any additional requirements that you specified for implementing and running your solution. The Solution Proposal - Detailed report includes the following additional information: A breakdown of business packages into topics and options, with descriptions of each selected element Information about the data you need to migrate from your legacy system(s) A summary of the countries, types of business, and SAP Business ByDesign capabilities not in scope for your solution
See Also
Prepare the First Implementation Project
5.3 CURRENT SCOPE

The Current Scope report provides a comprehensive overview of the scope and capabilities of your SAP Business ByDesign solution, highlighting the changes that have taken place since your solution first went live.
The Close Project activity has been completed for the First Implementation project.
Prerequisites
Features
Running the Report You can access this report from the Reports view of the Business Configuration work center. Report Content The Current Scope report is organized as follows: Your Scoping Results contains the countries, types of business, and an overview of the scope of your solution. It also contains an overview of the work centers included. Your SAP Business ByDesign Solution in Detail contains detailed information about the business areas selected, as well as the corresponding work centers. It also contains detailed information about the business packages, topics, and options selected. Your SAP Business ByDesign Statistical Summary contains overview statistics on the countries, types of business, and business areas, packages, topics, and options selected. Items Not in Scope contains a summary of countries, types of business, and SAP Business ByDesign capabilities not in scope for your solution. For each solution capability in scope, the report indicates whether the capability has been changed and, if so, when.
PUBLIC
66
SAP Business ByDesign
2011 SAP AG. All rights reserved. No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP AG. The information contained herein may be changed without prior notice. Some software products marketed by SAP AG and its distributors contain proprietary software components of other software vendors. Microsoft, Windows, Excel, Outlook, and PowerPoint are registered trademarks of Microsoft Corporation. IBM, DB2, DB2 Universal Database, System i, System i5, System p, System p5, System x, System z, System z10, System z9, z10, z9, iSeries, pSeries, xSeries, zSeries, eServer, z/VM, z/OS, i5/OS, S/390, OS/390, OS/400, AS/400, S/390 Parallel Enterprise Server, PowerVM, Power Architecture, POWER6+, POWER6, POWER5+, POWER5, POWER, OpenPower, PowerPC, BatchPipes, BladeCenter, System Storage, GPFS, HACMP, RETAIN, DB2 Connect, RACF, Redbooks, OS/ 2, Parallel Sysplex, MVS/ESA, AIX, Intelligent Miner, WebSphere, Netfinity, Tivoli and Informix are trademarks or registered trademarks of IBM Corporation. Linux is the registered trademark of Linus Torvalds in the U.S. and other countries. Adobe, the Adobe logo, Acrobat, PostScript, and Reader are either trademarks or registered trademarks of Adobe Systems Incorporated in the United States and/or other countries. Oracle and Java are registered trademarks of Oracle and/or its affiliates. UNIX, X/Open, OSF/1, and Motif are registered trademarks of the Open Group. Citrix, ICA, Program Neighborhood, MetaFrame, WinFrame, VideoFrame, and MultiWin are trademarks or registered trademarks of Citrix Systems, Inc. HTML, XML, XHTML and W3C are trademarks or registered trademarks of W3C, World Wide Web Consortium, Massachusetts Institute of Technology. SAP, R/3, SAP NetWeaver, Duet, PartnerEdge, ByDesign, SAP BusinessObjects Explorer, StreamWork, and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP AG in Germany and other countries. Business Objects and the Business Objects logo, BusinessObjects, Crystal Reports, Crystal Decisions, Web Intelligence, Xcelsius, and other Business Objects products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of Business Objects Software Ltd. Business Objects is an SAP company. Sybase and Adaptive Server, iAnywhere, Sybase 365, SQL Anywhere, and other Sybase products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of Sybase, Inc. Sybase is an SAP company. All other product and service names mentioned are the trademarks of their respective companies. Data contained in this document serves informational purposes only. National product specifications may vary. These materials are subject to change without notice. These materials are provided by SAP AG and its affiliated companies ("SAP Group") for informational purposes only, without representation or warranty of any kind, and SAP Group shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP Group products and services are those that are set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty.
PUBLIC
67
http://www.sap.com/contactsap

BusinessConfiguration BA en PDF

Uploaded by

Copyright:

Available Formats

BusinessConfiguration BA en PDF

Uploaded by

Document Information

Original Title

Copyright

Available Formats

Share this document

Share or Embed Document

Sharing Options

Did you find this document useful?

Is this content inappropriate?

Copyright:

Available Formats

BusinessConfiguration BA en PDF

Uploaded by

Copyright:

Available Formats

SAP Business ByDesign

SAP BUSINESS BYDESIGN

SAP Business ByDesign Table Of Contents

Business Configuration ................................................ Business Background ....................................................

Overview View .............................................................. 26

Implementation Projects View ..................................... 34

Reports View ................................................................ 64

SAP Business ByDesign Table Of Contents

Solution Proposal ................................................................................................ Current Scope ......................................................................................................

2011 SAP AG. All rights reserved.

SAP Business ByDesign Business Configuration

2011 SAP AG. All rights reserved.

SAP Business ByDesign Business Background

2.1 CONFIGURING YOUR SAP BUSINESS BYDESIGN SOLUTION

2011 SAP AG. All rights reserved.

SAP Business ByDesign Business Background

2011 SAP AG. All rights reserved.

SAP Business ByDesign Business Background

2.2 SCOPING 2.2.1 SCOPING

SAP Business ByDesign Business Background

2011 SAP AG. All rights reserved.

SAP Business ByDesign Business Background

2011 SAP AG. All rights reserved.

SAP Business ByDesign Business Background

2.2.2 IMPLEMENTATION FOCUS

2011 SAP AG. All rights reserved.

SAP Business ByDesign Business Background

2.3 IMPLEMENTING A PROJECT 2.3.1 IMPLEMENTING A PROJECT FIRST IMPLEMENTATION

2011 SAP AG. All rights reserved.

SAP Business ByDesign Business Background

You have finished preparing your first implementation project.

2011 SAP AG. All rights reserved.

SAP Business ByDesign Business Background

2011 SAP AG. All rights reserved.

SAP Business ByDesign Business Background

2011 SAP AG. All rights reserved.

SAP Business ByDesign Business Background

SAP Business ByDesign Business Background

2011 SAP AG. All rights reserved.

SAP Business ByDesign Business Background

2011 SAP AG. All rights reserved.

SAP Business ByDesign Business Background

2.3.2 IMPLEMENTING A PROJECT CHANGE PROJECTS

SAP Business ByDesign Business Background

You have finished preparing a change project.

2011 SAP AG. All rights reserved.

SAP Business ByDesign Business Background

SAP Business ByDesign Business Background

2011 SAP AG. All rights reserved.

SAP Business ByDesign Business Background

2011 SAP AG. All rights reserved.

SAP Business ByDesign Business Background

SAP Business ByDesign Business Background

2.3.3 UNDERSTAND THE OVERALL MIGRATION PROCESS

2011 SAP AG. All rights reserved.

SAP Business ByDesign Business Background

2011 SAP AG. All rights reserved.

SAP Business ByDesign Overview View

3.1 OVERVIEW QUICK GUIDE