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Procedure documentation Creating and Maintaining Operations Locate the document in its SAP Library structure

Use

Operations represent sponsored projects in terms used by the sponsor. Each operation should be linked to:

●      One or more financing sources

Such links are maintained in the operation.

●      Account assignments

For example, WBS elements. Such links are maintained in the derivation tool.

Prerequisites

You have carried out the configuration work described in Customizing for Certification.

Procedure

In order to create an operation, proceed as follows:

       1.      Access the operation display/maintenance screen and choose Create.

       2.      In the next window, enter a key for the new operation and press Enter, then make the following specifications:

○       Short and long descriptions

○       Start and end dates

These are required entries.

○       Responsible person

       3.      You can use the Link to Financing Source section to link your new operation to one or more financing sources.

If you want to use more than one, use the Fin.S. Pref. (Financing Source Preference) column to specify the order in which expenditure certification processing should consider them. It is possible for more than one source to have the same preference. In this case, sources with the same preference may be sorted in other ways – for example, alphanumerically.

       4.      Performance Indicators

This section of the screen shows the performance indicator(s) entered in the financing source you are using. You cannot change them here, but, if any of them is not relevant, you can set the target value in question to zero.

       5.      Choose Management Data to access an additional screen where you can maintain the following:

○       Certifying Authority

○       Managing Authority

○       Intermediate Body

○       Beneficiary

○       Approval by

The above points play a role in the creation of the “General” Business Partner (BP).

○       Regional Code

○       Document storage location

○       Auditing Status

       6.      Save your data.

       7.      Once you have done this, you can go back into your operation to change or display it. Changes are recorded in a change history.

Result

The operation has been created and can be displayed and/or changed from the output list.

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