Exploring SAP Fiori Applications for Project Control - Intercompany

• Project Control (F3215)

• Enter Activity Allocation (KB21N)

• Manage My Timesheet (F1823)

• Create Supplier Invoice (F0859)

• Create Billing Documents (F0798) - Billing Due List Items

This app enables a project financial controller to create and maintain project header details associated with the assigned enterprise projects.

• You can view the list of projects based on the filter criteria you have specified. You have the option to create variants based on your needs.

• You can get an overview of project header and control details, such as the assigned project manager, project profile, responsible cost center, profit center, and relevant dates.

• You can create and edit project header details. You can also delete enterprise projects.

• You can change the processing status of the project. The processing status defines the stage of the overall lifecycle the project is in.

• For reporting purposes, you can choose the priority and type of your project.

• On creation of a project, you can maintain the project currency. Modifications to the project currency are not permitted upon saving the project for the first time.

• You can maintain the joint venture accounting attributes if joint venture accounting is active for your project.

• Project budgeting and budget availability control can be used to monitor the consumption of assigned budgets to projects and prohibit budget overruns in time. You can assign an availability control profile to a project and choose to activate the budget availability control as per your need.

• Receive information of situations when the budget consumption for the project exceeds the thresholds defined in the availability control profile of the project.

• You have the option to navigate to related apps that are used in the project financial controlling process.

Note

If the Project Review (1YF) process is enabled, you have the option to navigate to related apps of this process.

• Created: This is the initial status of a project. In this status, you can carry out project planning functions.

• Partially Released: This status is set automatically when any of the lower-level project elements are set to Released. This status cannot be set manually using the Project Control app.

• Released: You can set this status to indicate that a project is now ready for execution. All the lower-level project elements that have the status Created are automatically released along with the project. You can now add costs to the project and record actual dates for project milestones.

• Completed: You can set this status if a project is complete from a technical point of view. All the lower-level project elements that have the status Released are automatically set to Completed along with the project. You can no longer edit the project data such as structure, dates, status or team. However, you still have the option to post further costs to the project. You have the option to move the project back to the Released status.

• Closed: You can set this status when the project is also complete from an accounting point of view. All the lower-level project elements that have the status Completed are automatically set to Closed along with the project. You have the option to move the project back to the Completed status.

Note

For any of the above status values, you can choose to lock the master data of the project by setting the status to Locked. By locking a project, you cannot carry out any editing functions on the project. You can subsequently unlock the project where it goes back to the previously set status.

In addition to this, business users can display fields that you have enabled in the Custom Fields and Logic app by personalizing certain UI elements. The fields that you enable for the Project Control app are included in the personalization options for business users for the following UI elements:

You can implement logic for the following Business Add-Ins (BAdIs) in the Custom Fields and Logic app:

With the BAdI Project Validation, you can validate values for project header properties.

With the BAdI Project Determination, you can determine values for project header properties.

You can use this app to do activity-based time recording for billing and invoicing of projects assigned to you. You can also record time for non project-related tasks, such as administration, training, travel time, and so on. This app also supports the contingent worker scenario.

You can extend the Manage My Timesheet app according to your business needs.

Note

You have to select the <Extensibility Mode> field in the Maintain Data Entry Profile configuration app to enable the app extensibility.

Key users can extend the app in the Custom Fields and Logic app using the business context HCM_CATS_MANAGE.

• Add additional fields to forms and tables.

• Change the order of fields.

• Regroup and rename fields.

• Save the current layout.

Note

You can only add any of the custom fields created using the Custom Fields and Logic app to the Manage My Timesheet app. Addition of any other fields is currently not supported.

With this app, you can create and display a supplier invoice based on the received document. You can specify the purchase order items to which your supplier invoice relates. If you select the Simulate or Post function, the system compares the quantity and amount data of each supplier invoice item with the data of the related purchase order item. If goods-receipt-based invoice verification has been defined for a purchase order item, the system compares the supplier invoice data with the related goods receipt data.

If the deviation is outside defined tolerances, the invoice is posted, but the invoice is automatically blocked for payment. If the system determines the responsible person, an approval process is initiated. You can use the Supplier Invoices List app to display supplier invoices. In the detail view, you can release or reverse a blocked supplier invoice.

Using the Create Supplier Invoice tile, you can do the following:

• Create a supplier invoice. You can also create credit memos, subsequent credits and subsequent debits.

• Choose See More in the General Information section to edit, for example, the Assignment, Item Text, and Header Text fields. After posting, the system transfers these texts into the corresponding Financial Accounting document.

• Create all relevant items for one or multiple purchase order references for which the invoice was received. You can deselect items that are not relevant. In addition, you can create a supplier invoice without a purchase order reference. In this case, complete missing data for the invoicing party, currency, and baseline date.

• Add General Ledger account items.

• Enter and check the tax data.

• Edit payment terms.

• Enter unplanned delivery costs.

• Add multiple attachments.

• Simulate, hold, or post the supplier invoice.

  The Simulate function allows you to display the account movements before posting the document. On the Simulation view, you can also switch the simulation currency, and post the supplier invoice.

• One clerk can park the invoice document and another clerk can complete the process and post it.

• Reduce the invoice.

  If you receive a supplier invoice with a deviation either in the amount, or quantity, or both, you can document this difference in the detail data of the invoice item by choosing the Reduce Invoice function. For a reduced invoice, the app posts an invoice and a credit memo at the same time, and creates a letter of complaint.

• Display the purchase order history.

  You can display the purchase order history, that means the details of good receipts effected or invoices received in respect of a referenced purchase order item.

• Output specific business documents.

  You can output specific business documents that are created when supplier invoices are created, for example, letters of complaint to the invoicing party (invoice reduction).

Using the Supplier Invoices List app (F1060A), you can do the following:

• Search for supplier invoices by using the filter bar.

  The Supplier Invoices List view contains supplier invoices that have been created with or without the Business Network.

• Depending on the status:

  • Status Posted or Blocked for Payment: You can navigate to the supplier invoice. You can review the detail data and reverse or release the supplier invoice.

  • Status Held: You can navigate to the supplier invoice. You can choose the Edit function, and you can change the data and simulate, hold, or post the supplier invoice.

  • Status Draft: You can navigate to the supplier invoice. You can complete the detail data and simulate, hold, post, or discard the supplier invoice. Supplier invoices with the status Draftare sent out by suppliers using the Business Network.

  • Status Draft (Personal): Supplier invoices with the status Draft (Personal) are created whenever you start entering an invoice with the Create Supplier Invoice tile. In the supplier invoice list, the supplier invoices with status Draft (Personal) are only displayed for your user. The status Draft (Personal) allows you to open the invoice draft in several views at the same time.

With this app, you can create billing documents (for example, invoices and credit memos) from items in the billing due list. This includes debit memo requests, sales orders, deliveries, and other sales and distribution (SD) documents. You can also generate temporary billing documents that you can review before converting them to final billing documents.

Key Features:

• Adjust the Billing Settings: You can make billing settings so that the system does the following automatically when you create billing documents:

  • Enter billing date and type before billing

    If you enable this setting and choose to create billing documents, the system requests a billing date and the required billing type before creating billing documents.

  • Create separate billing document for each item of billing due list

    If you enable this setting and choose to create billing documents, the system creates separate billing documents for each item of the billing due list that you have selected.

  • Automatically post billing documents

    The system automatically posts all billing documents that you create to accounting and triggers output (for example, an invoice by e-mail). Note that if you do not choose to automatically post billing documents, you must manually post your billing documents using the Manage Billing Documents app.

  • Display billing documents after creation

    The system generates and displays temporary billing documents for the SD documents that you have selected for billing. You then have the option to save or discard them. Saving converts them to persistent billing documents, while discarding them returns you to the billing due list.

    Note

    You cannot edit a newly created temporary billing document until you have saved it, which converts it to a persistent billing document. Once saved, you can edit the billing document. Because posting the billing document to financial accounting also triggers output, before posting, you must ensure that you have finalized not only all changes that are relevant for financial accounting (for example, the billing date), but also changes that are relevant for output (for example, texts that you want to appear on the invoice form). You can prevent the automatic posting of newly created billing documents with the setting described in the section directly above.

    When two or more temporary billing documents are displayed, you can perform a split analysis by choosing the split analysis button.

    • If you are viewing two temporary billing documents, this will compare the documents with each other.

    • If you are viewing more than two temporary billing documents, you are prompted to choose a temporary billing document that you would like to compare to the one that is currently selected on the left-hand side of the screen.

    The system then shows a comparison of the differing header fields and business partner fields that caused the split. This comparison can help you understand why the system was unable to combine the billed SD documents into a single billing document. In general, any differing SD document header and business partner fields cause a split.

• Create Billing Documents: You can select one or more items in the billing due list to create billing documents for them. The system uses your billing settings during billing document creation. After you have created billing documents, you can manage your billing documents using the Manage Billing Documents app.

• Display SD Document Object Pages: To display details of any SD document (for example, credit memo request, delivery, or sales order) in the billing due list, choose the corresponding document number. This displays the corresponding SD document's object page.

• Display Customer Object Pages: To display customer data, choose that customer's name in the list. This displays the corresponding customer object page.

App Extensibility

As a key user, you can extend the Create Billing Documents (F0798) app according to your business needs.

Key users can extend the app in the Custom Fields and Logic app using the following business context:

Business users can display fields that you have enabled in the Custom Fields and Logic app. The fields that you enable for this app are included in the personalization options for business users for the following UI elements: