Exploring SAP Fiori Applications for Project Control - Sales

Objectives
After completing this lesson, you will be able to:

After completing this lesson, you will be able to:

  • Identify SAP Fiori applications for project control - sales

SAP Fiori Apps for Project Control- Sales

Associated SAP Fiori Applications

  • Project Control (F3215)

  • My Projects - Project Manager (F1876)

  • Import Financial Plan Data (F1711)

  • Project Financial Controller Overview (F3078)

  • Project Budget Report (F3377)

  • Monitor Projects (F3088)

  • P&L - Plan/Actual (Cloud) (F1710A)

  • Project Cost Report - Plan/Actual (F2513)

  • Manage Sales Orders (F1873)

  • Create Outbound Deliveries - From Sales Orders (F0869A)

  • Create Billing Documents (F0798)

  • Post Incoming Payments (F1345)

  • Accounts Receivable Overview (F3242)

  • Manage Sales Orders Without Charge (F2305)

Project Control App (F3215)

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

Key Features

  • 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 new projects, copy existing projects, and edit project header details. You can also delete enterprise projects. When you create a new project in the Project Control app by copying basic project data including the project structure, work packages, milestones, and project team from an existing project

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

  • You can block functions such as time recording, other expense and service postings based on the requirement at project level. You can block one or more functions mentioned below for the selected project or work packages:

    • Time Recording - Time posting from the Manage My Timesheet app.
    • Activity Allocation - Manual activity allocation from the Enter Direct Activity Allocation and Manage Direct Activity Allocation apps.
    • Concur Expense Posting - Expense posting from SAP Concur.
    • Other Expense Posting - Manual cost posting to a G/L account from the Enter Manual Cost Allocations, Reassign Costs and Revenues, Post General Journal Entries, and Create Supplier Invoice apps.
  • 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.

  • You can maintain the accounting attributes associated with Public Sector Management (PSM), if PSM is active for your project.

  • You can include the tax jurisdiction code for your project. This helps to determine how the tax amount is determined for your projec

  • 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 can navigate to the Project Planning app to create or maintain the project structure.

  • 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.

App Extensibility

You can extend the Project Control app according to your business needs.

Key users can extend the app in the Custom Fields and Logic app using the business context Project Header. You can create custom fields in this business context, enable usage of these fields for the data source Project Control Extensibility Model in the UIs and Reports section of custom field maintenance, and publish your custom fields.

You can add published custom fields to the following UI elements using UI adaptation at runtime:

UI ElementBusiness Context
Project ControlProjectGeneral InformationProject Header

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:

UI ElementBusiness Context
Project Control: Projects tableProject Header

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

Business Add-Ins (BAdIs)Business Context
Project ValidationProject Header
Project DeterminationProject Header

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.

My Projects - Project Manager (F1876)

With this app you can get an overview of the projects to which you are assigned as a project manager. This includes both planned projects, which have not yet been released, and active projects, which have been released but not yet completed.

Key Features:

  • Display the upcoming and overdue milestones that are defined for the active projects to which you are assigned as a project manager:

    • See the three most urgent milestones at a glance.

    • See the total number of upcoming and overdue milestones.

    • Drill down to the My Projects - Upcoming Milestones app to display all upcoming and overdue milestones.

    • Drill down to theProject Briefs app to display a specific project brief directly.

  • Display the planned projects to which you are assigned as a project manager:

    • See the three planned projects with the earliest start date at a glance.

    • See the total number of your planned projects.

    • Drill down to the Project Briefs app to display all your projects or to display a specific project brief directly.

  • Display the Overall Status values that are defined for the active projects to which you are assigned as a project manager:

    • See the five most severe Overall Status values at a glance.

    • See the total number of your active projects.

    • Drill down to the Project Briefs app to display all your projects or to display a specific project brief directly.

  • Display all Status values (except for Overall Status) that are defined for the active projects to which you are assigned as a project manager:

    • See the five most severe Status values at a glance.

    • See the total number of all Status values.

    • Drill down to the My Projects - Detailed Status app to display all Status values.

    • Drill down to the Project Briefs app to display a specific project brief directly.

  • Display the cost to date of all active projects to which you are assigned as a project manager:

    • See the five projects that have the highest variance between actual and planned cost (sorted by variance).

    • See the total number of your active projects.

    • Drill down to the Project Briefs app to display all your projects or to display a specific project brief directly.

  • Display the development of cost to date over time, aggregated across all active projects to which you are assigned as a project manager:

    • See the aggregated actual cost that has been recorded up to the current date at a glance.

    • See the aggregated actual and planned cost-to-date values of the last three, six, or twelve months in a line chart.

    • Display the corresponding figures.

Import Financial Plan Data (F1711)

With this app, you can upload plan data stored in a comma-separated values file (CSV file). This feature allows you to perform your planning in an external system, such as Microsoft Excel.

After you upload the plan data, you can compare it with your actual data using one of the Analytical Apps for Management Accounting.

Key Features

  • Import plan data records stored in a CSV file.

  • Include nearly every field from the ACDOCP table in the import.

  • Automatically validate all values from the CSV file before the import.

Prerequisites

  • The source files must be available as CSV files. The source files must have the correct structure and format and contain the plan data records as data rows.

  • All organizational units and all master data for which you want to plan exist in the system.

  • For time-dependent organizational units or master data, the following applies:

    • It must exist in the period specified in the same data row.

    • If period 0 is specified, the master data must exist in period 1.

    • If a special period is specified, the master data must exist in the last normal period of the fiscal year.

    • If only the fiscal year is provided, the master data must exist at some time during the fiscal year.

How to Import Plan Data

  1. You receive the plan data files from the planners responsible and store them within your local network.

  2. Open the Import Financial Plan Data app and select a source file. The app performs the following checks and determinations:

    1. Validity: The app checks whether the values in the source file are valid. If required, it returns a list of error messages. Correct the values in the source file until they are all valid before you can proceed.

    2. Mandatory fields: If the following fields are not included in the source file, the app automatically determines their values from the system settings:

      • If you did not enter the Company Code (RBUKRS) directly, the Plant (WERKS) determines the Company Code (RBUKRS).

      • If you did not enter the Controlling Area directly, the Company Code (RBUKRS) determines the Controlling Area (KOKRS).

      • The Controlling Area (KOKRS) determines the following characteristics:

        • Ledger (RLDNR)

        • Fiscal Year Variant (PERIV)

        • Chart of Accounts (KTOPL)

      • The app sets the CO Debit/Credit Indicator (CO_BELKZ) to the default value S.

    3. Optional fields not included in the source file: If the following fields are not included in the source file, the app automatically determines their values from the system settings:

      • Periods: The Period/Year (FISCYEARPER) field is determined by the Period (POPER) and the General Ledger Fiscal Year (RYEAR) field or the other way round.

      • Posting Date (BUDAT): The app sets the posting date to either the first day of the period or the first day of the first year.

      • Account Assignment Type (ACCASTY): The account assignment type is the type of the true account assignment object.

        • Cost Center (RCNTR) leads to ACCASTY = KS.

        • Sales Order (KDAUF) and Sales Order Item (KDPOS) lead to ACCASTY = VB.

        • WBS Element (PS_POSID) leads to ACCASTY = PR.

      • Cost centers usually are true account assignment objects. For an important exception, see below.

        WBS elements can be marked as true or statistical in their master record.

        If there is more than one true account assignment object, the ACCASTY field remains empty. Subsequent derivations based on the ACCASTY field are not possible. Exception: If there are two true account assignment objects and one of them is a cost center, the cost center becomes statistical. The import fills the ACCASTY field with the type of the remaining true account assignment object.

        Cost centers usually are true account assignment objects. For an important exception, see below.

        WBS elements can be marked as true or statistical in their master record.

        If there is more than one true account assignment object, the ACCASTY field remains empty. Subsequent derivations based on the ACCASTY field are not possible. Exception: If there are two true account assignment objects and one of them is a cost center, the cost center becomes statistical. The import fills the ACCASTY field with the type of the remaining true account assignment object.

      • These organizational units are derived from the account assignment object specified by the account assignment type (ACCASTY).

        • Profit Center (PRCTR)

        • Company Code (RBUKRS)

        • Plant (WERKS)

        If the app cannot determine the profit center, the app sets it to the dummy profit center of the controlling area.

      • Functional Area: The Functional Area (RFAREA) is determined by the G/L account (RACCT). If this is not successful, the true account assignment object determines the functional area.

      • Segment: The Segment (SEGMENT) is determined by the Profit Center (PRCTR).

      • Project: The Project Definition (PS_PSPID) is determined by the WBS Element (PS_POSID).

      • CO-PA Characteristics: The CO-PA Characteristics are determined from a profitability segment that is referred to 100 percent by the settlement rule of the true account assignment object. If this is not successful, the app processes the CO-PA derivation.

      • Currencies: The system behavior depends on the currency you have used in your source file.

        • If you entered the plan amounts as amounts (HSL) in Company Code Currency (RHCUR) or as amounts (KSL) in Controlling Area Currency (RKCUR), the app copies one of these amounts to amounts (WSL) in Transaction Currency (RWCUR):

          1. Priority: the amounts (CO_OSL) in Company Code Currency (RCO_OCUR)

          2. Priority: the amounts (HSL) in Company Code Currency (RHCUR)

          3. Priority: the amounts (KSL)in Controlling Area Currency (RKCUR)

        • If you entered or derived the plan amounts as amounts (WSL) in Transaction Currency (RWCUR), the app converts these amounts into amounts (HSL) in Company Code Currency (RHCUR) and amounts (KSL) in Controlling Area Currency (RKCUR).

    4. Optional fields included in the source file: If you include optional fields in the source file, the app accepts their values and doesn't overwrite them with derived values. The app also accepts an empty field as "unassigned".

    5. Plan Data Scope: If all values are valid, the app selects the distinct values for all characteristics of the plan data scope (as defined the third row of the source file):

      • If no plan data exists in the system for any combination of these characteristic values, you can directly import the plan data.

      • If plan data exists in the system for any combination of these characteristic values, the app displays the affected values. It assumes that you want to completely replace the existing plan data by the new plan data import.

  3. ChooseImport Source File . The app performs the following steps:

    1. It reverses the plan data records existing in the system for all combinations of the displayed values (the plan data scope).

    2. It posts the imported plan data records with the CO Debit/Credit Indicator you entered in column CO_BELKZ. If you did not specify a value in column CO_BELKZ, the system posts the data records as a debit (internal value S).

  4. Check the imported data. Choose Check Financial Plan Data. The analytical app Financial Plan Data opens in a separate window. It only displays the plan data which you have just imported. You can use this analytical app to check the completeness of your import.

Project Financial Controller Overview (F3078)

The Project Financial Controller Overview app shows in a single page the most important information and tasks related to the financial aspects of projects that are relevant for you right now. The information is displayed on set of cards. This allows you to focus on the most important tasks, and view, filter, and react to information quickly.

The cards show you the most important information ranked according to relevance. For example, on the Planned Projects card, you can see a list of planned projects that have been created but not yet released, and are sorted based on their start date.

Key Features

  • You can customize the overview page by rearranging cards and by hiding or showing them. You can drag and drop cards to rearrange them.

  • To hide a card, proceed as follows:

    • In the header bar, select the User icon and select Manage Cards. Use the switch control to hide or show the relevant card. Select OK.

    • To reset the view to the default settings, select Restore in the Manage Cards window.

  • You can also apply a filter to the displayed information, which will affect all relevant cards. For example, you can filter the content of all cards per project or planning category.

  • A standard filter variant is delivered that can be used immediately. It contains some predefined values for the filter bar. You can make your own variant by selecting the Select Variant dropdown arrow. You can also customize the filter by selecting Adapt Filter.

  • This app includes SAP CoPilot, a contextual collaboration tool that allows you to create, collect, and share artifacts (such as notes, objects, messages, and screenshots) based on the context of the screen you are currently working in.

Project Financial Controller Overview: Cards

This table describes the various cards that appear on Project Financial Controller Overview:

Card Name

Description

Planned Projects:

  • Shows you planned projects that are not yet released, sorted by their start date.

  • Selecting the header takes you to the Monitor Projects app, where all the planned projects that are not yet released are displayed based on the filters applied on the overview page and sorted by project start date.

  • Selecting a project takes you to the Project Builder app, where you can view the details of that project.

Projects Without Recent Postings:

  • Shows you active projects that do not have any postings in the specified period. The default period is last one, two, and three months.

  • Selecting the header takes you to the Monitor Projects app, where all the active projects are displayed based on cost category and filters applied on the overview page, and sorted by variance.

  • Selecting a project takes you to the Project Builder app, where you can view the details of that project.

Cost to Date - Cost Component:

  • Shows you the aggregated actual costs of active projects in CO area currency.

  • The stacked column chart shows you the aggregated costs by cost category and cost component, with each stacked column representing a cost category and each section of a column representing a cost component.

  • Selecting the header takes you to the Monitor Projects app, where all the active projects are displayed based on cost component with costs posted till the current date and filters applied on the overview page, and sorted by variance.

  • Selecting a section of a column also takes you to the Monitor Projects app, where all the active projects are now filtered based on that cost component.

Actual Costs and Commitments:

  • Shows you the aggregated actual costs and commitments of active projects in CO area currency. The default period is previous, current, and next month.

  • The bullet chart shows you the actual costs and commitments as the primary value and the planning category costs as the comparison value, with each bullet representing a posting month.

  • Selecting the header takes you to the Monitor Projects app, where all the active projects are displayed based on planning category and filters applied on the overview page, and sorted by variance.

  • Selecting a bullet also takes you to the Monitor Projects app, where all the active projects now filtered based on the posting date, which is a date range between the start and end dates of that month.

Overall Status:

  • Shows you the overall status of all active projects along with information related to five projects with the most severe overall status and trend, in the form of a list.

  • Selecting the header takes you to theProject Briefs app, where all the active projects are displayed, sorted by overall status and trend.

  • Selecting a project also takes you to the Project Briefs app, but now the specific project brief is displayed.

Overall Status - Aggregated:

  • Shows you the overall status of active projects aggregated by status value, in the form of a donut chart.

  • Selecting the header takes you to the Project Briefs app, where all the active projects are displayed.

  • Selecting a section of the donut also takes you to the Project Briefs app, but now the active projects are now filtered based on the status value of the selected section.

Upcoming Milestones:

  • Shows you the upcoming and overdue deadlines defined for all active projects along with information of the three most urgent milestones in the form of a list.

  • Selecting the header takes you to the Project Briefs app, where all the active projects with upcoming milestones are displayed, sorted by date.

  • Selecting a project takes you to Monitor Project Progress, where all upcoming and overdue milestones of the project are displayed.

Detailed Status:

  • Shows you the detailed status (except overall status) of all active projects along with information related to the five projects with the most severe status and status area, in the form of a list.

  • Selecting the header takes you to theMy Projects - Detailed Status app, where all the active projects are displayed, sorted by status.

  • Selecting a project takes you to the Project Briefs app, where the specific project brief is displayed.

Cost to Date - Timeline:

  • Shows you the cost to date over time, aggregated across all active projects. The default period is last three months.

  • The line chart shows you the aggregated actual and planned cost-to-date values.

  • Selecting the header takes you to the Monitor Projects app, where all the active projects are displayed based on the filters applied on the overview page.

  • Data points on the line chart display the corresponding figures.

Annual Budget Consumption:

  • Shows you the annual budget consumption of those active projects in the calendar year that have AVC profile with AVC time range type Annual, along with the budget and assigned values (in project currency, if maintained) of three projects with the highest percentage of budget consumed.

  • Selecting the header takes you to the Monitor Projects app, where all the active projects with AVC Time Range Type as Annual, in the fiscal year are displayed, sorted in the descending order of percentage of budget consumed.

  • Selecting a project takes you to Project Budget Report - Overview app, where you can easily compare the budget of that project with the assigned value.

Overall Budget Consumption:

  • Shows you the overall budget consumption of active projects that have AVC profile with AVC time range type Overall, along with the budget and assigned values (in project currency, if maintained) of three projects with the highest percentage of budget consumed.

  • Selecting the header takes you to the Monitor Projects app, where all the active projects with AVC Time Range Type as Overall are displayed, sorted in the descending order of percentage of budget consumed.

  • Selecting a project takes you to Project Budget Report - Overview app, where you can easily compare the budget of that project with the assigned value.

Project Budget Report (F3377)

With this app, you can easily monitor project costs and budget by comparing budget with actual costs and commitments. You can also monitor the available budget and plan costs at individual line item level.

Prerequisite

A financial statement version is a hierarchical arrangement of G/L accounts. Semantic tags are a new kind of financial infrastructure tool that you can use to simplify your work. You can use semantic tags to set standard key figure definitions that can be used in any report.

A key user has to define a financial statement version and configure a cost-related semantic tag. A semantic tag has to be then assigned to the financial statement version. This combination of semantic tag and financial statement version enables the system to determine project costs.

Note

Only costs related to G/L accounts that are assigned to a financial statement item (that in turn belongs to the financial statement version of your controlling area) are displayed in the app.

Budget Availability Control allows you to control budget consumption in your projects. To control budgets in your projects, you first maintain the Budget Availability Control Profile for projects. Then, you activate budget availability control for projects.

To ensure budget relevant costs are displayed by default in the app, you first configure a cost-related semantic tag and associate it with budget relevant financial statement version items. You then assign this semantic tag to a budget availability control profile. Finally, you associate this budget availability control profile with your projects in the Project Control app.

Key Features

  • View aggregated and non-aggregated budget relevant (derived using budget availability control profile) planning category and actual costs, budget, and commitments of a project or work breakdown structure (WBS) element based on filter criteria such as company code, fiscal year and so on.

    Note
    Only budget relevant costs in global currency are displayed by default. You can choose to display other costs from settings.
  • View cost and budget details of multiple projects or WBS elements from different projects and hierarchies in global as well as project currency.

    Note
    Costs and budget in project currency will be blank for a project if a project currency is not defined for that project
  • Configure a planning category and use it for calculation of available budget.

  • Enter the level to which a project tree must be expanded

  • Choose a project to view its budget availability control details along with all possible actions that can be performed on the project.

  • Select one or more projects or WBS elements and choose View Details to navigate to view budget and costs at the line item level.

    Note

    In case of projects that do not have an active budget availability control profile, the Only Budget Relevant Values filter has no influence on the table. All costs related to such projects are displayed in the table. Due to this, even when you set the Only Budget Relevant Values filter to Yes, you will still see line items of these projects in the table. Such line items will have No as the value in the Budget Relevant Values column.

  • Switch between visual filter and compact filter for budget and costs at the line item level.

  • Drill down to view line item costs by fiscal year, fiscal period, company code, controlling area, and so on.

  • Select or click data points on the line chart to get more information.

  • Navigate to view the details of a project or a WBS element.

  • Navigate to view journal entries of a document.

  • This app includes SAP CoPilot, a contextual collaboration tool that allows you to create, collect, and share artifacts (such as notes, objects, messages, and screenshots) based on the context of the screen you are currently working in.

App Extensibility

As a key user, you can extend the Line Items page of the Project Budget Report app according to your business needs.

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

Project Header

You can create custom fields in this business context, enable usage of these fields for the data source Extensibility Model for Project Budget Report Line Items in the UIs and Reports section of custom field maintenance, and publish your custom fields.

You can add fields to the following UI elements:

UI ElementBusiness Context
Project ControlProjectGeneral InformationProject Header

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:

UI ElementBusiness Context
Project ControlProject chartProject Header
Project ControlProject tableProject Header

Monitor Projects (F3088)

With this app, you can easily monitor projects by reviewing various costs, such as actual, plan, and commitments associated with every project. You can also predict costs of projects.

Prerequisites

A financial statement version is a hierarchical arrangement of G/L accounts. Semantic tags are a new kind of financial infrastructure tool that you can use to simplify your work. You can use semantic tags to set standard key figure definitions that can be used in any report.

A key user has to define a financial statement version and configure a cost-related semantic tag. A Semantic tag has to be then assigned to the financial statement version. This combination of semantic tag and financial statement version enables the system to determine project costs.

Note

Only costs related to G/L accounts that are assigned to a financial statement item (that in turn belongs to the financial statement version of your controlling area) are displayed in the app.

Budget Availability Control allows you to control budget consumption in your projects. To control budgets in your projects, you first maintain the Budget Availability Control Profile for projects. Then, you activate budget availability control for projects.

Key Features

  • View plan costs, actual costs, and commitments of a project based on filter criteria such as company code, cost component, posting date, and so on.

    Note

    This card does not support budget relevant costs, that is, costs derived from semantic tags assigned to budget availability control profiles.

  • Choose a cost planning category and use it for calculation of variance.

  • Visualize costs by category and costs by cost component in the form of micro charts.

  • Select one or more projects and navigate to view costs and budget associated with projects (desktop only).

  • Select one or more projects and navigate to view project progress.

  • Choose a project to view possible actions that can be performed on that project by navigating to related apps.

  • Select a project and predict its cost.

    Note

    To predict the total cost of a project, this app uses the predefined predictive scenario PROJCOSTFRCAST01 (Project Cost Forecast Predictive Scenario).

  • Choose a predicted cost for prediction overview and then navigate to prediction details view cumulative costs, cost component details, and similar projects (desktop only) used for prediction.

    Note
    In the cumulative costs chart, actual costs and commitments are plotted only for the current fiscal year. Also, prediction details are not plotted if the project is in the final month of its total duration.

Predictive Scenario for Project Cost Forecasting

The predefined predictive scenario PREDICT_PROJECT_COST (Predictive scenario for project cost prediction) allows you, as a data scientist or machine learning expert, to enable your users to predict the overall project cost for new or running projects based on historical project data and using a K-nearest neighbors (KNN) algorithm.

Note
The predefined predictive scenario PREDICT_PROJECT_COST (predictive scenario for project cost prediction) has replaced the predefined predictive scenario PROJCOSTFRCAST01 (project cost forecast). If the old predefined predictive scenario is still in use by your predictive model, you have to retrain it using this new predefined predictive scenario.

You enable this predictive functionality by using an active version of the default model in this predictive scenario. To do so, you create versions by training the model with different sets of data using the Predictive Models app. Then you apply the version that you prefer by setting it as the active version. If this predictive functionality has not been enabled, consuming apps cannot display predicted results.

Note

Recommendation:

  • To ensure the quality of your model version, we recommend that you train the model with data that corresponds to your business case. To do so, you can add filters to your training dataset to refine the predictions.

  • To achieve reliable predictions of total cost of projects, train the model with data of completed projects. Set the filter accordingly to exclude data of uncompleted projects.

If you use the model to predict the costs of a particular project, its current or planned costs are not included in the calculation. However, the dates of the earliest and latest cost postings (PLANNEDCOSTERLSTTOLTSTDURN and ACTUALCOSTERLSTTOLTSTDURN) may influence the prediction.

App Extensibility

As a key user, you can extend the Monitor Projects app according to your business needs.

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

Project Header

You can create custom fields in this business context, enable usage of these fields for the data source Project Financial Summary Extensibility Model in the UIs and Reports section of custom field maintenance, and publish your custom fields.

You can add fields to the following UI elements using UI adaptation at runtime:

UI ElementBusiness Context
Project ControlProjectGeneral InformationProject Header

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:

UI ElementBusiness Context
Project ControlProject chartProject Header
Project ControlProject tableProject Header

P&L - Plan/Actual (Cloud) (F1710A)

With all Analytical Apps for Management Accounting, you can report on actual or plan data for different entities relevant for management accounting. The name of the app indicates the entity as well as the type of data, for example Cost Centers - Plan/Actuals.

Key Features

  • Specify the search criteria using variables or filters.

  • Display the query results in grid format.

  • Export the query results to Microsoft Excel.

  • Manipulate the query results grid by moving available characteristics to and from the grid axes.

  • Display read-only information about the underlying query, such as its technical name and when it was last updated.

  • If your app does not work with a screen reader, you can add a separate, accessible version of this app to your SAP Fiori launchpad. Go to the App Finder in your Me Area and search for the name of your app.

Project Cost Report – Overview (F2513)

With this app, you can easily monitor project costs by comparing plan costs with actual costs. You can also monitor the variance and costs at individual line item level.

Prerequisites: You maintain a financial statement version and a cost-related semantic tag combination to determine project costs. Each cost related semantic tag has associated semantic tags, and these semantic tags enable the system to determine project costs.

Key Features

  • View aggregated and non-aggregated plan, actual, baseline, and commitment costs of a projector work breakdown structure (WBS) element based on filter criteria such as company code, G/L account, posting date, and so on.

  • View cost details of multiple projects or WBS elements from different projects and hierarchies.

    Costs in project currency will be blank for a project if a project currency is not defined for that project.

  • Configure two cost planning categories and use one category for calculation of variance.

  • Enter the level to which a project tree must be expanded.

  • Navigate to view costs at the line item level.

  • Switch between visual filter and compact filter for costs at the line item level.

  • Drill down to view line item costs by fiscal year, fiscal period, company code, controlling area, and so on.

  • Select or click data points on the line chart to get more information.

  • Navigate to view journal entries of a document.

Note

You can only view the costs of PBS projects and WBS elements. If you wish to see the details of PBS projects and WBS elements, you require the Business Role SAP_BR_PROJ_MANAGE_COMM.

Manage Sales Orders (F1873)

With the Manage Sales Orders app, you can search for sales orders according to your filter criteria and display them in a list. From the list, you can execute different actions, such as rejecting all items of one or more sales orders. You can also navigate to related apps, for example, to display sales order details, or you can display the process flow.

Key Features

  • Search for sales orders using a free text search.

  • Search for sales orders by entering a value in one or more of the filter fields.

  • Create a variant for the current filter selection and save it for later reference.

    Note

    SAP delivers a standard filter variant.

  • Filter the displayed sales orders by using additional criteria.

  • Hide the filter bar.

  • Sort sales orders.

    Note

    SAP delivers a default sort order.

  • Hide or show columns in the list.

  • Export the list of sales orders to a spreadsheet. The list is exported as displayed, that is, your column setting sand sorting are kept.

  • Create a sales order.

  • Reject all items for up to 25 selected sales orders simultaneously. You must enter a reason for rejection.

  • Set or remove a delivery block for up to 25 selected sales orders on the header level simultaneously.

  • Set or remove a billing block for up to 25 selected sales orders on the header level simultaneously.

  • Choose a row in the list to display or change sales order details.

  • Navigate to the Customer -360° View app.

  • Navigate to the sales order object page.

  • Navigate to the customer object page.

  • Navigate to the process flow, which provides you with a graphical overview of the chain of connected process steps and corresponding business documents (document flow). For example, you can see the status of a sales order, whether it is relevant for shipping, and if an invoice has been created.

App Extensibility

You can extend the Manage Sales Orders app according to your business needs.

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

  • Sales: Sales Document

  • PLM: Variant Configuration for Print

They enable usage of their extension fields for the app in the UIs and Reports section of the extension field maintenance and publish their custom fields.

Key users can add fields to the following UI elements:

UI ElementBusiness Context
List of sales ordersSales: Sales Document

You can implement logic for the following BAdIs:

BAdI DescriptionBusiness ContextUse
Characteristic Filtering for Printing CheckPLM: Variant Configuration for PrintChange the order of characteristics on the output or exclude them from printing

Create Outbound Deliveries from Sales Order (F0869A)

With this app, you can create outbound delivery runs from a list of sales orders. This app also allows you to display logs with information related to your sales orders or deliveries. For example, if errors occur while you are creating deliveries, the system issues a message to the log. Similarly, the system issues a message to the log if you successfully create a delivery.

This app is available for the role shipping specialist.

Key Features

  • Search for sales orders due for delivery using basic filter options. You can also search using additional filter options.

  • Sort your table entries by ascending or descending and then select the filter option you want to sort by.

  • Personalize your table columns.

  • Create outbound deliveries from sales orders.

  • Display a log that provides you with information about the delivery run that you have created.

  • Use the Save as Tile option to create a personalized tile on the launchpad. This tile will display a fixed snapshot of your current selection criteria. For example, if you filter by the date option Today, your personalized tile will only display the number of documents that are relevant for that specific day, as the current date selection is stored as a fixed date.

    Hint

    When saving a tile, include the specific date as the subtitle or description, so that you can easily identify tiles.

Create Billing Documents (F0798)

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:

Sales: Billing Due List

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:

UI ElementBusiness Context
Billing Due ListSales: Billing Due List

Post Incoming Payments (F1345)

You can use this app to post and clear a single incoming payment in one step. You usually check for incoming payments using online banking. However, if payments are not received using electronic bank statements, you need to enter the payment data manually and trigger a search for the matching open items. Ideally, the system proposes a list of matching items for which you can post and clear the payment in one step. If it"s not possible to clear the payment, you can post it on account or to a G/L account.

Accounts Receivable Overview (F3242)

With this analytical overview app you can monitor important accounts receivable indicators and access the relevant accounts receivable apps. You can use the filters to limit the data behind the indicators to the information most relevant for you.

This overview app includes the following indicators:

  • AR Aging Analysis

    Displays a chart of overdue and future receivables separated by age. You can filter the data on the card by accounting clerk, by due date, and by company code.

  • AR Breakdown

    Displays your total amount of accounts receivable. The chart shows your top 10 accounts receivable by total amount and can be sorted and filtered by accounting clerk, by company code, by risk class, or by country.

  • Days Sales Outstanding

    Displays your average DSO in days and a chart that shows your actual DSO against your best possible DSO. You can filter and sort the data displayed in the chart by company code or by period.

  • Cash Collection Tracker

    Displays your total cash received and the deviation from your target. The chart displays your top 5 by cash received and can be sorted and filtered by company code or accounting clerk.

  • Top 10 Debtors

    Displays the total amount of all accounts receivable and displays a chart of the top 10 debtors. You can filter and sort the top 10 debtors to display the top 10 by all receivables, all overdue receivables, or by net overdue for a specific interval.

Manage Sales Orders Without Charge (F2305)

With this app you can search for sales orders without charge according to your filter criteria and display them in a list. From the list, you can execute different actions, for example, you can reject all items of one or more sales orders without charge. You can also navigate to related applications, for example, to display details of a sales order without charge, to display the process flow.

Key Features:

  • Search for sales orders without charge using a free text search

  • Search for sales orders without charge by entering a value in one or more of the filter fields

  • Create a variant for the current filter selection and save it for later reference

  • Filter the number of sales orders without charge by using additional criteria

  • Hide the filter bar

  • Sort sales orders without charge

  • Hide or show columns in the list

  • Export the list of sales orders without charge to a spreadsheet. The list is exported as displayed, that is, your column settings and sorting are kept.

  • Create a sales order without charge

  • Reject all items for up to 25 selected sales orders without charge simultaneously. You must enter a reason for rejection

  • Set or remove a delivery block for up to 25 selected sales orders without charge on header level simultaneously

  • Set an order reason for up to 25 selected sales orders without charge simultaneously

  • Navigate to the details of a sales order without charge to either display or change data, by choosing a row in the list

  • Navigate to the Customer - 360° View app

  • Navigate to the sales order without charge object page

  • Navigate to the customer object page

  • Navigate to the process flow, which provides you with a graphical overview of the chain of connected process steps and corresponding business documents (document flow). For example, you can see the status of a sales order without charge, and if it is relevant for shipping.

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