ps配置

目录

Part 1: 硬件环境和文档更改记录 ................................................................................................................. 4 Part 2:企业结构 ............................................................................................................................................... 5 2.1 Enterprise structure graphics ................................................................................................................. 5 Part 3: PS module .......................................................................................................................................... 7 3.1 Activate project management in controlling area OKKP ................................................................. 7 3.2 Settings for Operative Structure WBS .................................................................................................. 8 3.2.1 Define project coding mask OPSJ .................................................................................................. 8 3.2.2 Create project types for WBSE .......................................................................................................... 9 3.2.3 Define priorities for WBSE .................................................................................................................. 9 3.2.4 Create project profile OPSA......................................................................................................... 9 3.2.5 Specify persons responsible for WBSE OPS6 ............................................................................ 12 3.2.6 Define field selection for WBS OPUJ/ OPUK .............................................................................. 12 3.2.7 Create user-defined fields for WBSE OPS1 ................................................................................ 13 3.2.8 Other setting for WBS ........................................................................................................................ 14 3.2.8.1 Validation .......................................................................................................................................... 14 3.2.8.2 Enhancement ................................................................................................................................... 16 3.3 Settings for Operative structure - Network ......................................................................................... 16 3.3.1 Maintain network types OPSC ....................................................................................................... 16 3.3.2 Specify network parameters for network type OPUV ................................................................. 17 3.3.3 Define control key OPSU ............................................................................................................... 18 3.3.4 Maintain network profile OPUU ..................................................................................................... 20 3.3.5 Set up Number ranges for network CO82 ................................................................................... 22 3.3.6 Define and assignment change profile ............................................................................................ 22 3.3.7 Define screen selection for default work center ............................................................................. 23 3.3.8 Define Work center usage for PS .................................................................................................... 24 3.3.9 Define fields selection for networks ................................................................................................. 25 3.3.10 Assign network profile to project profile ........................................................................................ 25 3.4 Basil Settings for Milestone .................................................................................................................. 25 3.4.1 Define milestone usage ..................................................................................................................... 25 3.4.2 Define Selection Profiles ................................................................................................................... 26 3.5 COST ....................................................................................................................................................... 26 3.5.1 Specify default for project definition object class ........................................................................... 26 3.5.2 Specify default for network header object class ............................................................................ 26 3.5.3 Define value category and assign costE to value category ......................................................... 27 3.5.3.1 Define value category ..................................................................................................................... 27 3.5.4 Cost planning ...................................................................................................................................... 27 3.5.4.1 Create/ change planning profile OPSB ..................................................................................... 28 3.5.4.2 Assign plan profile to project profile ............................................................................................. 29 3.5.4.3 Easy cost planning .......................................................................................................................... 29 3.5.4.3.1 Define CO versions for easy cost planning .............................................................................. 29 3.5.4.3.2 Create cost variant - OKKT ........................................................................................................ 29 3.5.4.3.3 Assign plan profile to cost variant .............................................................................................. 31

3.5.4.3.4 Define cost component structure ............................................................................................... 31 3.5.4.4 Automatic costing in Network/activity ........................................................................................... 38 3.5.4.5 EXECUTION SERVICE ................................................................................................................. 39 3.6 Budget ..................................................................................................................................................... 40 3.6.1 Maintain Budget profile OPS9 ....................................................................................................... 40 3.6.2 Stipulate default budget profile for project definition ..................................................................... 41 3.6.3 Define Tolerance limits ....................................................................................................................... 41 3.6.4 Specify Exempt cost elements OPTK ........................................................................................... 41 3.7 Automatic and periodic Allocation ....................................................................................................... 42 3.7.1 Field control for funds commitment ................................................................................................. 42 3.7.2 Check number range for CO document .......................................................................................... 42 3.8 Revenues and Earnings ....................................................................................................................... 42 3.9 Payments ................................................................................................................................................ 43 3.9.1 Commitment item ............................................................................................................................... 43 3.10 Dates ..................................................................................................................................................... 43 3.10.1 Specify parameters for network Scheduling OPU6 .................................................................. 43 3.10.2 Define parameter for WBS scheduling .......................................................................................... 44 3.10.3 Assign WBS scheduling profile to project profile ......................................................................... 45 3.11 Resource ............................................................................................................................................... 45 3.12 Materials ............................................................................................................................................... 45 3.12.1 Define procurement indicators for material component OPS8 ............................................... 45 3.12.2 Monitoring dates ............................................................................................................................... 46 3.12.2.1 Define events ................................................................................................................................. 46 3.12.2.2 Assign reference dates to events ............................................................................................... 46 3.12.2.3 Define status .................................................................................................................................. 47 3.12.2.4 Define profile for monitoring dates ............................................................................................. 47 3.12.3 PROMAN project-driven production and procurement management ...................................... 48 3.12.4 Available check ................................................................................................................................. 48 3.12.5 BOM Transfer.................................................................................................................................... 48 3.12.6 Control of Sales-order-related prodution ...................................................................................... 49 3.13 Confirmation ......................................................................................................................................... 49 3.13.1 Define confirmation parameters OPST ...................................................................................... 49 3.14 Project Version ..................................................................................................................................... 51 3.14.1 Define version profile OPTS ........................................................................................................ 51 3.15 Information system .............................................................................................................................. 52 3.15.1 Define project view OPUR ........................................................................................................... 52 3.15.2 Define database selection profiles OPTX .................................................................................. 53 3.15.3 Define overall profiles for information system OPSM .............................................................. 53 5.5 PS模块增加配置 .................................................................................................................................... 58 5.5.1 Change planning profile for planned costs and revenue OPSB ............................................... 58 5.5.2 Maintain Component Structure OKTZ .......................................................................................... 58 5.5.3 Commitment Item and fund commitment ........................................................................................ 59 5.5.3.1 Create Commitment Item FMCIA .............................................................................................. 59 5.5.3.2 Create and assign commitment items FIPOS .......................................................................... 59

5.5.3.3 Check the Assignment .................................................................................................................... 59 5.5.3.4 Commitment item test CJ48 OF32 ......................................................................................... 60 5.5.4 Automatic and periodic allocations .................................................................................................. 61 5.5.4.1 Edit Settlement cost elements KA06 ......................................................................................... 61 5.5.4.2 Create allocation structure ............................................................................................................. 62 5.5.4.3 Create PA transfer structure KEI1 .............................................................................................. 62 5.5.4.4 Create Settlement Profile and assign to Project profile .......................................................... 63 5.5.4.5 Define strategies for determining settlement rules .................................................................... 64 5.5.5 Result Analysis.................................................................................................................................... 65 5.5.5.1 Edit results analysis cost elements KA06 ................................................................................. 65 5.5.5.2 Maintain results analysis keys OKG1 ........................................................................................ 65 5.5.5.3 Maintain results analysis versions OKG2 .............................................................................. 65 5.5.5.4 Define valuation methods for results analysis OKG3 .......................................................... 67 5.5.5.5 Define Line IDs ............................................................................................................................. 69 5.5.5.6 Define assignments for results analysis OKG5 .................................................................... 69 5.5.5.7 Define Update for results analysis OKG4 .............................................................................. 70 5.5.5.8 Define posting rules for settlement to accounting ................................................................... 70 5.5.5.9 Specify default results analysis keys for project definition ..................................................... 71

Part 1: 硬件环境和文档更改记录

System ID Client DB IDE 999 Oracle 9.2i Server ADD/Router 192.168.0.5; /H/60.190.213.199/H/ Date From Tester Author 2006.10.22 Date To Current Version 4.0 注，本文档只供SAP PS爱好者参考之用，如参考者因文档本身引起其他事宜，参考者自行承担。请如有转载，请说明出处。 Documents change Records Date From 2006.10.20 2006.11.03 2006.11.11 Date to 2006.11.2 2006.11.10 2006.11.17 Last version Content changed index V1.0 V2.0 V3.0 1. 配置企业结构 2. 完成PS模块配置 1. 文档格式调整 1. 开始FI模块配置 2. 参考XX公司和其他配置文档 3. AM和FM模块未配 2006.11.17 2006.12.07 4.0 1. 开始CO模块配置 2. 增加CO模块与PS相关配置 3. CO-CCA, CO-CEA, CO-IO,CO-PS结算配置 4. PS收入计划，承诺和成本计划配置 2006.12.07 2007.2.10 5.0 1. 开始配置SD模块 2. SD通用配置、销售单据、收入、Billing配置完成

Part 2:企业结构

2.1 Enterprise structure graphics

In this section, we define the enterprise structure and the relationships between. According to different function module, three structures had been set up, which are:

Company code and plant

CLINT999Company CodeAAA0Company CodeAAA1Company CodeAAA2PlantAAA0PlantAAA1Storage LocationAA00-09Storage LocationAA10-19

Plant, Purchasing organization, purchasing group and storage locations

PlantAAA0Purchase OrganizationAAA0 MaterialPlantAAA1Purchase OrganizationAAA1 ServicePurahase GroupAA0主材Purchase GroupAA1辅助材料Purahase GroupAB0InternalPurchase GroupAB1External