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EHP6 for SAP ERP

6.0
July 2012
English

Internal Product
Development (210)
Building Block Configuration Guide

SAP AG
Dietmar-Hopp-Allee 16
69190 Walldorf
Germany
SAP Best Practices Internal Product Development (210): Configuration Guide

Copyright

© 2012 SAP AG. All rights reserved.

SAP, R/3, SAP NetWeaver, Duet, PartnerEdge, ByDesign, SAP BusinessObjects Explorer,
StreamWork, SAP HANA, 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.

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services mentioned herein as well as their respective logos are trademarks or registered trademarks of
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Crossgate, m@gic EDDY, B2B 360°, and B2B 360° Services are registered trademarks of Crossgate
AG in Germany and other countries. Crossgate 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
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SAP Best Practices Internal Product Development (210): Configuration Guide

Icons

Icon Meaning
Caution

Example

Note or Tip

Recommendation

Syntax

External Process

Business Process Alternative/Decision Choice

Typographic Conventions

Type Style Description


Example text Words or characters that appear on the screen. These include field
names, screen titles, pushbuttons as well as menu names, paths and
options.
Cross-references to other documentation.
Example text Emphasized words or phrases in body text, titles of graphics and tables.
EXAMPLE TEXT Names of elements in the system. These include report names,
program names, transaction codes, table names, and individual key
words of a programming language, when surrounded by body text, for
example, SELECT and INCLUDE.
Example text Screen output. This includes file and directory names and their paths,
messages, source code, names of variables and parameters as well as
names of installation, upgrade and database tools.
EXAMPLE TEXT Keys on the keyboard, for example, function keys (such as F2) or the
ENTER key.

Example text Exact user entry. These are words or characters that you enter in the
system exactly as they appear in the documentation.
<Example text> Variable user entry. Pointed brackets indicate that you replace these
words and characters with appropriate entries.

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SAP Best Practices Internal Product Development (210): Configuration Guide

Contents

Internal Product Development.................................................................................................. 5


1 Purpose............................................................................................................................. 5
2 Preparation........................................................................................................................ 5
2.1 Prerequisites............................................................................................................ 5
3 Configuration..................................................................................................................... 5
3.1 Project System........................................................................................................ 5
3.1.1 Creating Project Profile........................................................................................5
3.1.2 Defining Project Coding Mask.............................................................................6
3.1.3 Assigning Strategy to Project Profile...................................................................7
3.1.4 Assigning Settlement Profile to Project Profile....................................................7
3.2 Cross Application Configuration – ECM...................................................................8
3.2.1 Maintaining Profile............................................................................................... 8
4 Master Data....................................................................................................................... 9
4.1 HR Settings............................................................................................................. 9
4.1.1 Creating Employee.............................................................................................. 9
4.2 Project System...................................................................................................... 11
4.2.1 Creating Std. Work Breakdown Structure (WBS)..............................................11

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SAP Best Practices Internal Product Development (210): Configuration Guide

Internal Product Development

1 Purpose
This configuration guide provides the information you need to set up the configuration of this
building block manually.
If you do not want to configure manually and prefer an automated installation process using
BC Sets and other tools, refer to the installation guide of this building block.

2 Preparation
2.1 Prerequisites
Before you start installing this building block, you must install prerequisite building blocks. For
more information, see the Building Block Prerequisite Matrix (Prerequisites_Matrix_[xx]_[yy]_
[zz].xls; the placeholder [xx] depends on the SAP Best Practices version you use, for
example, BL refers to the SAP Best Practices Baseline Package, [yy] depends on the
language version, for example, EN for English language, and [zz] depends on the country
version, for example, CN for China: Prerequisites_Matrix_BL_EN_CN.xls). This document
can be found on the SAP Best Practices documentation DVD in the folder ..\[xx]_[zz]\
Documentation\; ([xx] depends on the SAP Best Practices version and [zz] depends on the
country version).

3 Configuration
3.1 Project System
3.1.1 Creating Project Profile

Use
The project profile contains default values and other control parameters such as the planning
method for dates and costs. The data that you enter in the project profile will be copied into a
project in its project definition or in the elements, which can later be overwritten.

Procedure
1. Access the activity using one of the following navigation options:
Transaction code OPSA
IMG menu Project System  Structures  Operative Structures  Work
Breakdown Structure (WBS)  Create Project Profile
2. On the Change View “Project Profile”: Overview screen, select 0000001 and choose
Copy as… (F6).
3. In the Proj.prof. field, enter YBP1000.
4. Change the next field on the Change View “Project Profile”: Details screen.
5. On the Control tab page under Project summarization, choose Billing elements.
6. Choose the Organization tab page.

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SAP Best Practices Internal Product Development (210): Configuration Guide

7. Make the following changes:


Field name Description User action and values Note
Controlling area 1000 控制范围 1000
Company code 1000 公司代码 1000
Business area Delete value
Plant Production Plant 1 1000 工厂 1
Project currency CNY

8. Choose Enter to confirm your entries.


9. Choose the Plg board/dates tab page.
10. Make the following changes:
Field name Description User action and values Note
Factory calend. CN China
11. Choose the Controlling tab page.
12. Make the following changes:
Field name Description User action and values Note
Results Analysis Blank
Key
Settlement profile YBMFR0 R&D PS Settlement CO-PA
Settmt rule strat. YH BP Settlement rule R&D
WBS
13. Choose Enter to confirm your entries.
14. Save your entries and choose Back.

Result
You have created a project profile.

3.1.2 Defining Project Coding Mask

Use
In this step, you create a mask to edit the project number. Masks help display complex project
numbers. They can also be used to indicate the position of a WBS element in the project
hierarchy.

Procedure
1. Access the activity using one of the following navigation options:
Transaction code OPSJ
IMG menu Project System  Structures  Operative Structures  Work
Breakdown Structure (WBS)  Project Coding Mask  Define
Project Coding Mask
2. On the Change View “”Project Number Editing””: Overview screen, choose New Entries.
3. Make the following changes:
Field name Description User action and values Note

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SAP Best Practices Internal Product Development (210): Configuration Guide

Project ID Q For projects starting with „Q“


Coding Mask -XXXXX-00-00
Description Development Project
4. Choose Enter to confirm your entries.
5. Save your entries.

A dialog box displays a confirmation prompt informing you that moving coding
masks via transport may make existing projects and WBS elements unreadable.
If there are no projects or WBS elements starting with P in the client, you may
choose Yes.

Result
You have defined the project coding mask.

3.1.3 Assigning Strategy to Project Profile

Use
In this step, you assign the strategy to the project profile.

Procedure
1. Access the activity using one of the following navigation options:
Transaction code SPRO
IMG menu Project System  Costs  Automatic and Periodic Allocations 
Settlement  Settlement Rule for Work Breakdown Structure
Element  Assign Strategy to Project Profile
2. On the Change View “Assign Strategy to Project Profile”: Overview screen, make the
following entry:
Prj.Prf Description Strategy Text
YBP1000 Project: Design Product (PLM) YH BP Settlement Rule R&D WBS
3. Choose Enter to confirm your entries.
4. Save your entries.

Result
You have assigned the strategy to the project profile.

3.1.4 Assigning Settlement Profile to Project Profile

Use
In this step, you assign the settlement profile to the project profile.

Procedure
1. Access the activity using one of the following navigation options:
Transaction code SPRO
IMG menu Project System  Costs  Automatic and Periodic Allocations 
Settlement  Specify Default Settlement Profile for Project

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SAP Best Practices Internal Product Development (210): Configuration Guide

Definition
2. On the Change View “Assign Settlement Profile to Project Profile”: Overview screen,
make the following entry:
Prj.Prf Description SetlmtProf Text
YBP1000 Project: Design Product (PLM) YBMFR0 R&D PS Settlement CO-PA
3. Choose Enter to confirm your entries.
4. Save your entries.

Result
You have assigned the settlement profile to the project profile.

3.2 Cross Application Configuration – ECM


3.2.1 Maintaining Profile

Use
In this step, a profile for Engineering Change Management (Change Masters / Numbers) is
set up. This facilitates setting up new change numbers.

Procedure
1. Access the activity using one of the following navigation options:
Transaction code SPRO
IMG menu Cross-Application Components  Engineering Change Management
 Maintain Profile

2. On the Change View “Change master record profile”: Details (or … Overview) screen,
double-click Object type profile (overview).

3. Choose New Entries (F5).

4. On the New Entries: Overview of Added Entries screen, make the following entries in the
first row:
Field name Description User action and values Note
OT profil YBOTP01
Description ECM object type for Best
Practice
Overridable X
5. Choose Enter.
6. Select the newly created row for YBOTP01.
7. Double-click Object type profile (detail).
8. On the Change View “Object type profile (detail)”: Overview screen, choose New Entries
(F5) and make the following entries:
OjbTyp Description Act. Object Mgt Gen GenDial Lock
Rec new
02 (will be filled (x) (x) (x)
automatically)
12 (x) (x) (x)

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SAP Best Practices Internal Product Development (210): Configuration Guide

OjbTyp Description Act. Object Mgt Gen GenDial Lock


Rec new
31 (x) (x) (x)
41 (x) (x) (x)
9. Save your entries.
10. Choose Back (F3) three times to return to the Change master record profile menu.
11. On the Change View “Change master record profile”: Details screen, choose New Entries
(F5).
12. On the New Entries: Details of Added Entries screen, make the following entries:
Field name Description User action and values Note
Profile YB01
Profile for Best Practices Enter into the description
field to the right of the Profile
Change no. status 01
Object type pr. YBOTP01
13. Choose Enter to confirm your entry.
14. Save your entry and leave the transaction.

Result
You have created a profile for Engineering Change Management (Change Masters /
Numbers).

4 Master Data
4.1 HR Settings
4.1.1 Creating Employee

Use
In this step, you create employees.

Procedure
1. Access the activity using one of the following navigation options:
SAP ECC menu Human Resources  Personnel Management  Administration 
HR Master Data  Personnel Actions
Transaction code PA40
2. Select action type Hiring Service Provider.
3. In the From field, enter 2010.01.01 and in the Personnel no. field, enter 999302.
4. Choose Execute.
5. On the Create Actions screen, make the following entries:
Field name Description User action and values Note
Personnel number 999302

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SAP Best Practices Internal Product Development (210): Configuration Guide

Employee Group 1 Active


Personnel Area 1000 地区 1000
Employee Y1 Salaried employees
Subgroup

6. Choose Enter.

7. Save your entries.

8. On the Create Organizational Assignment screen, make the following entries:


Field name Description User action and values Note
Cost Ctr 1501
Subarea 1120
Payr.area YB Hiring Service Provider

9. Choose Enter.

10. Save your entries.

11. On the Create Personnel Data screen, make the following entries:
Field name Description User action and values Note
Title Mrs
Last name 赵
First name 千
Birth date 1958.03.03
Nationality CN
Language key CN
12. Choose Enter.
13. Save your entries.
14. On the Create Planned Work time, enter Work schedule rule YB00.
15. Choose Enter.
16. Save your entries.
17. On the Create Travel Privileges screen, in the Company Code Changes area, set the flag
on Changes Permitted to Trip.
18. Choose Enter.
19. Save your entries.
20. On the Create Time Sheet Defaults screen, maintain the data as shown in the table
below:
Personnel number Activity Type Cost Center
999302 9 1501
21. Choose Enter.
22. Save your entries.
23. Repeat the steps for all listed personnel numbers.

Result

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SAP Best Practices Internal Product Development (210): Configuration Guide

Employee 999302 has been created.

4.2 Project System


4.2.1 Creating Std. Work Breakdown Structure (WBS)

Use
In this procedure you create a template (standard) project.

Procedure
1. Access the transaction using one of the following navigation options:
SAP ECC menu Logistics  Project System  Basic Data  Templates  Standard
WBS  Create
Transaction code CJ91
2. On the Create Std. WBS: Initial Screen, enter the data in the table below:
Field name Description User action and values Note
Std. project def. P-10000
Project Profile Project: Design Product (PLM) YBP1000
3. Choose Enter.
4. On the Create Std. WBS: Project def. Basic Data screen, make the following entries:
Field name Description User action and values Note
Short 项目: 产品设计 Enter into the field to the right of
description the project definition P-10000
Profit Center
5. Choose the icon WBS element overview (Shift+F12).
6. On the Create Std. WBS: WBS Elements – Descriptions screen, on the Basic data tab
page make the following sets of entries (an (x) indicates to select the checkmark):
Field name Lev WBS element Description Su PE Acct Bill
Entry 1 1 P-10000 产品设计 (x) (x) (x)
Entry 2 2 P-10000-01 计划 (x) (x) (x)
Entry 3 2 P-10000-02 规格设计 (x) (x) (x)
Entry 4 2 P-10000-03 开发 (x) (x) (x)
Entry 5 2 P-10000-04 测试和生产 (x) (x) (x)
Entry 6 2 P-10000-05 试运行 (x) (x) (x)
7. Choose Enter to extend the WBS elements.
8. Save your standard project.

Result
You have created a standard WBS.

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