Project System (PS)
Preparations
Automatic Translation
Adapting the Application Function Bar
Information Technology Project (IT Project)
Data for this Example
Creating the Project in the Project Builder
Using Relationships to Link Activities
Planning the Output and Duration of Activities
Scheduling the Project
Planning Costs
Allocating the Budget
Releasing the Project for Execution
Confirming the Activities
Checking the Actual Dates
Entering Activity Allocation
Evaluating the Project
Storing the Settlement Rule
Executing the Settlement
Easy Cost Planning and Execution Services for an IT Project
Data for this Example
Creating a Project with Template
Planning Costs using Easy Cost Planning
Changing Cost Planning
Releasing the Project
Carrying out Execution Services
Evaluating Costs in Reporting
Ad Hoc Cost Estimate using Easy Cost Planning
Data for this Example
Creating a New Planning Form
Creating Ad Hoc Cost Estimates
Engineer-to-Order (ETO) of a Turbine
Data Used in this IDES Process
Concept and Product Design
Displaying a Standard WBS
Displaying a Standard Network
Display the Turbine Product Structure
Inquiry and Quotation Processing
Creating the Inquiry
Creating the Project Structure
Determining Dates and Planned Costs
Scheduling the Project
Recalculating Planned Costs
Planning Material Costs
Evaluating Costs in the Cost Element Report
Sales Pricing, Revenue Planning, and Quotation Creation
Account Assigning the Inquiry to the Project
Determining Sales Prices and Planning Revenues
Generating the Quotation from the Sales Pricing
Order Entry Processing
Creating the Order
Evaluating Revenues in the Structure Overview
Deleting the Billing Plan for the WBS Element
Planning Revenues Using the Sales Order
Releasing the Overall Project
Confirming a Single Activity
Down Payment Processing
Calling Up the Payment Report
Billing the Down Payment
Posting the Down Payment
Project Processing
Assigning Material Components to the Project Activities
Executing Material Requirements Planning
Processing Purchasing, Example: Material Purchasing
Checking the Stock/Requirements List
Assigning a Purchase Requisition to a Vendor
Making a Purchase Order
Evaluating Commitments in the Cost Element Report
Posting the Goods Receipt for the Purchase Order
Evaluating the Goods Receipt in the Cost Element Report
Network Assembly
Evaluating the Goods Issue in the Cost Element Report
In-House Production of a Turbine Component
Creating Production Orders
Posting Components Goods Issue for Production Order
Confirming the Production Order
Posting Goods Receipt for Material Produced In-House
Posting Goods Issue for Reservation of the Network
Confirming the Activities
Billing Partial Invoices
Entering the Incoming Payment
Transferring Payment
Turbine Assembly
Entering a Construction Assembly Confirmation via the Internet
Entering an Individual Confirmation
Creating a Billing Document
Period-End Closing with the Schedule Manager
Calling Up the Schedule Manager
Checking the Period Settings
Maintaining Selection Variants for Collective Processing
Determining Settlement Rules
Executing Period-End Closing
Constructing a Power Station
Data Used in This IDES Process
Organizational Structures FI/CO
Master Data FI/CO
Logistics Organizational Structures
Logistics Master Data
Concept and Product Development
Displaying a Standard WBS
Displaying a Standard Network
Displaying a Material
Processing RFQs and Quotations
Creating an SD Inquiry
Creating an Operational Project
Assigning a Project Inquiry to an Account
Scheduling the Project
Requests for Quotation
Determining a Delivery Date
Creating an MM Request for Quotation
Creating an MM Quotation
Comparing Prices
Assigning Materials in a Project
Costing
Make or Buy Decision
Creating a Simulation
Changing the Network for the Generator
Planning Material Costs
Comparing the Operative Project With the Simulation
Sales Pricing / Creating an SD Quotation
Rejecting a Quotation / Renegotiating
Creating a New Quotation on the Basis of the Simulation Version
Order Entry Processing
Copying the Simulation to an Operational Project
Setting the Simulation to Inactive
Creating an Order and Assigning it to the Project
Creating the Billing Plan
Displaying Revenues
Creating an Invoicing Plan
Releasing a Project Using a Basic Engineering Confirmation
Order Processing
Component Processing
Checking the BOM
Maintaining a Reference Point for the Network Activity
Checking the Stock/Requirements List
Executing a BOM Transfer
Executing a Material Requirements Planning Run
Creating a Purchase Order
Posting the Goods Receipt for the Purchase Order
Entering an Invoice Receipt
Assigning BOM Material in a Project
Entering Unplanned Costs
Confirmation from the Construction Site Using CATS
Generating Pools of Confirmations
Entering a Confirmation Using the Time Sheet
Displaying Confirmed Data
Approving Confirmed Data
Displaying a Reason for Rejection
Transferring Data to the Project System
Cash Management Project
Creating Down Payment Requests
Calling Up The Customer Payment Report
Posting Incoming Down Payments
Confirming an Activity
Creating Partial Invoices
Posting Incoming Payments
Displaying the Document Flow for the Sales Order
Transferring Payment
Periodic Processing
Entering the Settlement Rule for the WBS Element
Determining the Results Analysis Date
Executing Results Analysis in the Plan Version
Displaying the Project-Specific Result
Transferring Sales and Profit Planning Data to CO-PA
Displaying the Cross-Project Results
Confirming the Detailed Engineering
Calculating Overhead Rates
Executing Progress Analysis
Displaying the Progress Report
Executing Results Analysis
Determining the Project Incoming Orders
Displaying the Incoming Orders and Order Stock
Make-To-Order Production of Elevators
Additional Process Information
Basic Data and Settings
Data Used During This Process
Standard Work Breakdown Structure
Standard Network
Network Parameters from the Sales Order
Configuration Profile
Characteristics for Configurable Material
Displaying Dependencies
Sales & Dist.
Data for this Example
Creating a Sales Order
Displaying Project Data
Planning Revenue
Confirmation
Design Worklist
Adapting the Application Function Bar
Releasing the Project
Partial Billing
Engineering
Data for this Example
Plan Resources
Assigning Purchase Info Records and Vendors
Order Critical Components in Advance
Processing Design Activities
Procurement
Additional Information for this Example
Assigning Vendors
Creating a Purchase Order
Material Requirements Planning
Monitoring Production and Procurement
Posting the Goods Receipt
Settling the Goods Receipt
Confirming the Production Order
Assembling Deliveries
Posting the Goods Issue
Entering Working Times
Adapting the Application Function Bar
Assembly
Confirmation Using The Internet
Period-End Closing for a Customer Project
Data for this Example
Calculating Overhead Rates
Evaluating Project Data by Cost Element
Generating the Settlement Rule
Checking the Settlement Rule
Executing Results Analysis
Executing the Settlement
Displaying the Line Items
Evaluating the Project Data in the Business Information Warehous
Data Used During This Process
Loading Data Into the BW System
Monitoring the Data Transfer in the Monitor
Assigning Reports in the Business Warehouse
Evaluating Data in the Business Warehouse
Displaying the Original Documents for the Actual Costs
Invoicing a Project with Down Payment Processing
Additional Process Information
Data Used During This Process
Preparations
Creating Sales Orders and Projects
Releasing a Project
Confirming Activity
Creating Down Payment Requests
Posting Down Payments
Confirming Activity
Creating Invoices
Displaying Single Line Items
Confirming Activity
Creating Invoices