Monitoring Logistical Data and Procurement Processes

Objectives

After completing this lesson, you will be able to:
  • Consolidate information with Project-Oriented Procurement (ProMan)
  • Learn to know the Customizing settings in ProMan

Consolidation of Information from the Project System with ProMan

Diagram explaining ProMan, showing processes connected to materials and activities, like reservation, delivery, planned orders, and linked to production and management.

Project-Oriented Procurement (ProMan) is a tool that helps you to perform project-oriented procurement. It supplies information about the status and progress of internal and external procurement activities.

The Project System is integrated with many other applications in the SAP S/4HANA system. An area in which this is particularly noticeable is the internal and external procurement of material and activities: As soon as an object is generated in the Project System, the relevant documents (for example, purchase requisitions) are created in other applications.

These documents are processed by the corresponding departments (for example, Purchasing). Previously, this meant that the project team only had limited access to information that was important for the project, information that was actually triggered by the Project System.

ProMan offers the following solutions to this problem:

  • Consolidated information from the procurement process from a variety of applications

  • Structured display of information.

  • The display can be adapted to suit the individual user

  • Execution of individual steps in the procurement process directly from ProMan

  • Access to data from the Project System, Purchasing, Production, Requirements Planning, and Inventory Management

  • All objects and documents are taken into account, both planned and unplanned objects

  • Manually created documents are also displayed

ProMan Characteristics

ProMan is an application that is integrated with materials management, purchasing, production, and shipping. The following list outlines ProMan characteristics:

  • Focus on components or activities, or on the respective account assignment objects

  • Views for components, activities and elements, quantities, dates, orders and documents, stock and deliveries

  • Hierarchical display of project structure for navigation

  • ALV-based overviews

  • Executable functions

    • Purchase requisitions, create purchase order

    • Create reservation

    • Goods issue

    • Stock transfer posting

    • Delivery from project

ProMan consists of a selection screen and a main screen. The main screen contains a hierarchical navigation area and different overviews (for example, for components, quantities, dates, activities, orders, and documents). The documents and orders that are displayed in this way in ProMan include: purchase requisition, purchase order item, reservation, and planned order.

For components or documents to be displayed in ProMan, they must be assigned or account assigned to an object in a project (for example, WBS element or network activity). Caution: Requirements that are independent of a project such as dependent requirements that refer to anonymous plant stock cannot be evaluated in ProMan.

Project Material Flows with Proman

Views and Functions in Detail

When you call ProMan (transaction CNMM), the system displays a selection screen. The ProMan selection screen is subdivided into three sections.

After you maintain the selection screen and execute the transaction, ProMan displays a navigation area and different views of the project. The system uses the SAP Application List Viewer (ALV) to create the views; as a result, you can use your own layouts. One of the views that is used most frequently is the component overview.

Component Overview

In the navigation area, in addition to simply navigating, you can also assign components from one activity to the next.

Orders and Document View

The orders/documents view provides you with information about orders (for example, planned orders, production orders) and documents (for example, purchase requisitions, purchase orders, requests for quotation, material documents) that are assigned to the selected components (or external services). The individual documents and orders can be displayed directly from ProMan by simply double-clicking the individual document or order number.

You can also create new documents from all of the overviews. The object that you have selected and the view that you are currently using both determine which documents you can actually create.

Quantities View

Screenshot of a Quantities View table with columns displaying WBS elements, material descriptions, plant details, purchase requisitions, and ordered units for a project.

The Quantities view supplies you with detailed information about the quantities and stock levels of components. In detail, you see the following information:

  • Requirements quantity of the reservation

  • Quantity in the planned order and in the production order

  • Quantity of the purchase requisition and the purchase order

  • Stock

  • Quantity withdrawn

  • Quantity in the material document

Dates View

A software interface showing a Dates tab with columns for reservation number, item, material, request dates, release dates, and status, featuring data entries.

The date overview gives you detailed information about the dates of components (and external services). For example, you are provided with the following information:

  • Requirements date

  • Delivery date of the purchase requisition and purchase order

  • Basic start and finish date of planned orders and production orders

  • Final delivery date of production orders

Progress Tracking View

Progress tracking view in software interface showing components and events for turbine casing material T-20100 with requirement date 02.07.2009 and quantity 1 PC.

The Progress Tracking view was introduced to ProMan with SAP ERP 6.0 Enhancement Package 3. It displays data that was planned in Progress Tracking for components. Currently, you cannot maintain this data. The Progress Tracking view does not display any Progress Tracking data for WBS elements or network activities.

ProMan: Additional Functions

The following list outlines the additional functions offered by ProMan:

  • Integration

    • Order progress, order report

    • Requirements planning run, stock/requirements list

  • Navigation for all displayed objects

    • Material master, planned order, production order

    • Network, purchase requisition, purchase order

    • Request for quotation, quotation, vendor master

  • Highlighting exceptions

You can use the ProMan menu to select other functions. In ProMan, choose EditFunctions to carry out the following functions:

  • Order progress

  • Order report

  • Single-item, single-level (requirements planning run, MRP)

  • Single-item, multilevel (requirements planning run, MRP)

  • Project planning (requirements planning run, MRP)

  • Stock/requirements List

Customizing

ProMan Profile

You can use the BAdI BADI_CNMM_CUST_ENH_SCR to develop your own view (that is, a tab page) in which you can display customer-defined fields. The BAdI was delivered with SAP ERP 6.0 Enhancement Package 3.

Defining an exception profile is also optional. It is not assigned directly when ProMan is called up, instead it is selected via the ProMan profile. The exception profile specifies rules that are evaluated; the result of this evaluation determines whether the traffic lights are set to red or yellow. The traffic lights are displayed on the individual overviews. The rules for exceptions are therefore adjusted to fit the individual views, such as exceptions for documents, for example.

How to Customize Settings for ProMan

Create a Purchase Order in ProMan