Welcome to Dassian International Is your business project-centric in nature, or do projects rank highly in importance to your organization? Are you realizing the maximum potential from your SAP investment? Dassian is an International company with over 3000 customers across 4 continents, founded in November 2000 and headquartered in Arizona, USA. Our Focus Dassian are experts in Program and Contract Management including compliance with US Government requirements and Cost Accounting Standards. In addition we provide thought leadership and design for SAP's product roadmap. Our affordable product applications are available to bridge the known functionality gaps with a low cost support model. Our people have in-depth industry expertise coupled with a broad and rich SAP knowledge that has been acquired through many successful project lifecycles. We take a 'why not SAP' approach which enables our customers to leverage their SAP investment. We have the experience and track record to help you get the best from your SAP systems. Please take a moment to look at our capabilities ranging from SAP certified Add-On products and support through to expert consulting services. You can browse by industry or Dassian competency. For more detailed information on the value Dassian can bring to your company, please contact us. Knowledge Base To assist our current customers and future customers, Dassian is offering this document as a knowledge source. Through this document our customers should be better able to make informed decisions about the appropriate resources, tools, and solutions in regards to the topic discussed in this paper. Contact Information Erik C. Hayes, Partner Ehayes@dassian.com 6900 E. Camelback Rd, Suit 805 Scottsdale, Arizona 85251 Barb McElnea, Partner bmcelnea@dassian.com www.dassian.com (480)922-1700 Page 1
Table of Contents Overview... 3 Technical Updates... 3 Project Based Procurement (CNMM)... 5 CNMM Structure BPP... 6 Open Project... 6 Component Tab... 15 Activity/Element Tab... Error! Bookmark not defined. External Activities... Error! Bookmark not defined. Docs Tab... Error! Bookmark not defined. Quantity Tab... Error! Bookmark not defined. Dates Tab... Error! Bookmark not defined. Stock Tab... Error! Bookmark not defined. CNMM Purchase Requisition BPP... Error! Bookmark not defined. Procedure... Error! Bookmark not defined. Release Reservation... Error! Bookmark not defined. MRP Run... Error! Bookmark not defined. Create Purchase Order from Requisition... Error! Bookmark not defined. Release Purchase Requisition... Error! Bookmark not defined. CNMM Goods Receipt BPP... Error! Bookmark not defined. Goods Receipt... Error! Bookmark not defined. CNMM Goods Issue BPP... Error! Bookmark not defined. Goods Issue... Error! Bookmark not defined. Page 2
Overview PROMAN transaction CNMM is the answer to Project Procurement Management in SAP. This functionality is available via a Note starting at 4.6a version of SAP. It has since been included in core SAP from 4.7. This tool is particularly useful in aiding Project based Maintenance efforts once the extension OSS Note is applied to show PM Order information with Project information. PROMAN is a working dashboard which allows users to actively process Project Procurement objects and view the current status of the procurement. This document will give an overview of the technical system modification required and the Business Process Procedures for running the PROMAN transaction CNMM. Technical Updates There are several technical updates to an existing SAP system which must be accomplished to make full usage of the PROMAN tools. 1 System performance. There are several OSS Notes on updating Table indexes in Procurement to support searching for Project objects. These notes are: 1268134, 1052302, 602629, 617591 depending on your version of SAP. Validate all Notes pertaining to Table indexing as your system may not have been tuned for these indexes. 2 Extended Functionality for Serialized Parts. OSS Note 913180. ProMan: Goods Issue for Serialized Parts does not work Symptom ProMan does not support goods issue for a seralized part when serial number profile is set mandatory to enter serial numbers when performing goods issue. Other terms CNMM Reason and Prerequisites Goods Issue from ProMan is not allowing any user interaction or dialog. Solution The subsequent modifications need to be applied to have the functionality available. Whenever a serialized part is selected for Page 3
a goods issue, transaction MIGO will be called in a dialog mode. 3 Extended Functionality for adding PM Order Procurement to PROMAN. OSS Note 853740. 853740 ProMan: Including PM orders with operations and components Symptom PM orders that are assigned to WBS-elements exclusively or as subnetworks to network activities are not included in ProMan. They are only listed as objects by displaying the PM order number but it is not possible to have them included in the project hierarchy and to have the same information and execution possibilities that are available for network activities and their component requirements. Other terms CNMM Reason and Prerequisites Not part of standard functionality Solution The modificationn described in this note allows the inclusion of subnetworks and PM orders in ProMan. PM orders that are assigned as subnetworks as well as those that are assigned directly to WBS-elements will be visible in the project hierarchy along with their operations/activities and material component requirements. The objects themselves as well as related documents (from purchasing, e.g.) will be listed in the respective overviews and can be used as a basis for related business transaction executions such as creating a purchase order from a purchse requisition, posting a goods receipt for a purchase order, posting a goods issue against a reservation, e.g.. Finally the execution possibilities will be enhanced by the feature to call the service entry sheet for a purchase order. Theproject selection screen will be enhanced by a number range for PM orders that may be filled for the purpose of filtering. Within the project hierarchy a PM order header will be reflected by a new icon whereas operations and material components will remain as if they were network activities and components. Within the lists and overviews the PM orders will be listed as networks. Nevertheless they usually can be differentiated from networks by having a different number range. The subsequent modifications need to be applied to have the functionality available. All modifications are uniquely having an impact on the ProMan functionality and will not conflict with any other application. 1. Call data dictionary for structure CNMM_SEL and add the two following data fields: PM_AUFNR_LOW with data element AUFNR and PM_AUFNR_HIGH with data element AUFNR. 2. Apply the code changes for program CNMMREPORT as described. Afterwards call the ABAP Editor to change the text elements for selection text RG_AUFNR and either refer to the dictionary or enter a convenient description. Page 4
3. Call the ABAP Editor for program SAPLCNMM and add the following text symbols as text elements: SES - Service Entry Sheet SOR - PM/ Service Order 4. Copy function module CNM2_PO_GOODS_RECEIPT to CNM2_PO_SERVICE_ENTRY_SHEET and exchange the source code as described. 5. Apply all code changes as decscribed 6. Check table T158: if an entry for transaction CNMM exists, make sure that the field TRTYP is set to 'H'. If there is no entry for transaction CNMM then copy entry for transaction MB1A to transaction CNMM. 7. Check table T158B: add an entry for transaction CNMM and movement type 261 Project Based Procurement (CNMM) The Project Systems module is one of the most integrated components in the SAP System. One area in which this is noticeable is in the internal and external procurement of materials and services. If an object is created in the Project System, documents are created in other applications. If you create a material component for a network activity, the system creates a reservation for the network or the WBS element in Materials Management. Depending on how the material is to be procured, this can lead to a purchasing requisition in Purchasing, or a planned order and then a production order in Production Planning and Control. Previously this meant that the project management team only had restricted access to information that was relevant to the project, although the project triggered the document flow. PROMAN solves this problem by: Consolidating information from the procurement process from a variety of applications in a structured and individual overview that can be configured by the user. Enabling you to process all information from the procurement process about objects in the Project System, and execute individual procurement functions. Giving you access to data from the Project System, Purchasing, Material Requirements Planning, Production, and Inventory Management. All objects and documents in the Project System are taken into account both planned, and unplanned objects, and documents you have created manually. The PROMAN transaction supports several business processes during the lifecycle of a project. During the Planning phase, the Project Procurement specialist will utilize this process to determine requirements and release those requirements. During the Execution phase, the Project Procurement specialist can review the status of the Purchase Requisition, Purchase Order, Goods Receipt, and Goods Issue. In some cases the Project Procurement specialist will be able to create these Procurement documents from PROMAN and in other instances the documents will be created automatically. During the Closing phase, the Project Procurement specialist will be able to Transfer remaining stock to Plant inventory, and verify that all Procurement documents for the Project have been completed. Page 5
CNMM Structure BPP Project Procurement in SAP Open Project 1. Start the transaction using the menu path or transaction code. Logistics _ Project Systems _ Material _ Execution _Project Procurement and Production Management (PROMAN) 2. As required, complete/review the following fields Project-Oriented Procurement Page 6
3. As required, complete/review the following fields: Field Name R/O/C Description Project definition R Description of the Project definition. 4. Click to open the project in PROMAN. Page 7
5. Click to select the Project Definition. 6. Click to expand the entire structure. 7. Click to provide a drop down of items which can be selected. PROMAN Selection functionality This section shows the effects of selecting different portions of the structure. It walks the user through the options for selecting different portions of the Project Structure and the effect that has on what information can be managed or viewed. Later sections will discuss the content of each screen in detail. However, maneuvering to those screens will not be discussed, since it is being discussed here. Page 8
The above screen shows the selection choices the user has after selecting the drop down button for structure selection. The user may select All WBS Elements, All Networks, All Activities/Elements, or All Components. 8. Select All WBS Elements. Page 9
The user has selected all WBS Elements in the structure. The result is that the Component, Activity, Order, Quantity, Dates, and Stock tabs are shown. The contents of these tabs are discussed in detail below. Also, all WBS Elements are now highlighted. In general, the Procurement, Project, and Maintenance objects the user will see are those assigned to the WBS Elements. For example, Purchase Orders created from MRP will be assigned to the Group WBS Element. Purchase Orders created for contracts directly from External Network Activities will not show up. 9. Click. 10. Select Components. The user has selected all Components on the Project. The result is that the Component, Order, Quantity, Dates, Stock, and Deliveries tabs are displayed with information. The contents of these tabs are discussed in detail below. The only components selected are those created under the Network Activities, therefore Maintenance Work Order reservations are not displayed when selecting All Components. 11. Click. 12. Select All Networks. Page 10
The user has selected all the Network Headers. The result is that the Component, Activity, Order, Quantity, and Dates tabs are displayed. The contents of these tabs are discussed in detail below. 13. Click. 14. Select Activities/Elements. Page 11
The user has changed the detail page to the Activities/Elements detail screen. When selecting All Network and the Activities/Elements tab, the user will see the entire list of Network Activities along with some basic Procurement information if the External Activity is creating a purchasing document. 15. Click. 16. Select All Activities/Elements. Page 12
The user has selected all the Activities and Elements in the structure. The result is that the Component, Activities, Orders, Quantities, and Dates tabs are displayed. Activities will generally display object which are typically assigned to Activities. Items like the Purchase Order for an External Activity or Component Reservations for the Activity. The contents of these tabs are discussed in detail below. 17. Click. 18. Select Dates. Page 13
The user has selected all Network Activities. The result is that the Component, Activities, Orders, Quantities, and Dates tabs are shown. This view shows all purchasing documents assigned to the Network Activities and the associated dates for each purchasing document. The contents of these tabs are discussed in detail below. 19. Click. 20. Select All Components. 21. Click. 22. Select Stock. Page 14
The user has selected All Components and the Stock tab. The result is that the Component, Order, Quantity, Dates, Stock, and Deliveries tabs are shown. In this view only the materials which are selected in the hierarchy are displayed with associated amounts in Project Stock. The user would get a better picture of the total available Project Stock by selecting All WBS Elements. The contents of these tabs are discussed in detail below. Component Tab The following section discusses the functionality of the Component Tab in detail. The Component Tab will be evaluated using each selection criteria and each type of procurement. For example, what does the Component Tab show the user when All WBS Elements are selected versus when All Activities is selected. How does the Component Tab show Material purchases versus Contract Purchases? In the case of the Component Tab there are no differences, but other Tabs have very distinct differences. Therefore, each Tab will be analyzed completely. This evaluation process will occur for each Tab in turn. There will be many sections where no the Tab shows the same information or no information. This will be noted on each section or a blanket statement will be made to cover several evaluations. 23. Click. 24. Select All WBS Elements. 25. Click Page 15
By Selecting the WBS Elements and the Components Tab, the user will see the list of material component requirements. There are no external procurement items shown on the Component Tab. This tab will only show Components planned on Network Activities, not on Maintenance Work Orders. 26. Click to Refresh the data shown on the screen. 27. Click to highlight the Reservation record. 28. Click to display the details of the Reservation record. This shows all fields in the Reservation. Page 16
29. Click to close the detail screen. Page 17
30. As required, complete/review the following fields: Field Name R/O/C Description Reserv. No. R The Reservation No. defines a request to the warehouse to keep materials ready for withdrawal at a later date and for a certain purpose. The user clicks on the Reservation number. The Reservation is then opened in Display mode. The user may right click on the Reservation and select Display Display Reservation 0000002041 : Overview The Displayed Reservation shows the all the Reservation line items, material, and qty. The user can drill nto all the information in the Reservation. For further information on these capabilities, the user will need to review the Reservation BPP. 31. Click to close the Displayed Reservation. Page 18
32. As required, complete/review the following fields: Material Field Name R/O/C Description R Substance or commodity that is bought or sold on a commercial basis, or is used, consumed, or created in production; a material can also be a service. Also, a number identifying a material master record. The user selects the material, which opens the material master record in Display mode. The user may right click on the material and select Display. Page 19
The user has opened the Display Material screen. This screen shows all the master data for the selected material. The user will need to review the Display Material BPP for further information. 33. Click closes the Displayed material. Page 20