Project Procurement in SAP - Dassian and SAP DCAA...

Project Procurement in SAP

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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.


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


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.


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.


CNMM Structure BPP –

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


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.


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.


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.


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.


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.


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.


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.


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.


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


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.


29. Click to close the detail screen.




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.




Material 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.


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.

Project Procurement in SAP - Dassian and SAP DCAA...

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