Understanding Process Steps and Business Roles for Project Control - Sales

After completing this lesson, you will be able to:

After completing this lesson, you will be able to:

  • Define process steps for project control - sales
  • Identify business roles for project control - sales

Process Steps for Project Control- Sales

Applicable Process Steps

  • Create Project

  • Describe Project

  • Upload Planned Costs and Revenues

  • Release Project

  • Create Sales Order

    • Option 1: Create Sales Orders with Billing Plan and Assign WBS Element to the Leading Sales Item

      • Change Sales Order (Remove Billing Block)

      • Create a Down Payment Request

      • Post a Down Payment

      • Create Delivery

      • Execute Picking

      • Post Goods Issue

      • Billing

      • Accounts Receivables

    • Option 2: Create Sales Order with Free of Charge Item and Assign WBS Element

      • Create Delivery

      • Execute Picking

      • Post Goods Issue

      • Create Invoice

  • Time Recording

  • Complete Milestone

  • Monitor Projects

  • Close Project

Business Roles for Project Control- Sales

Relevant Business Roles

The following business roles are applicable to run this business process:

  • Project Financial Controller

  • Project Manager

  • Internal Sales Representative

  • Billing Clerk

  • Accounts Receivable Accountant

  • Shipping Specialist

  • Cost Accountant - Sales

Identity and Access Management

Access to business applications is controlled by role-based authorization management. You assign Business Roles to Business Users, and the roles provide access to business tasks. Business Users are defined as employees, contractors, or other individuals that need access to the SAP S/4HANA Cloud system.

A Business Role is assigned to a Business User to grant permission to access applications in SAP S/4HANA Cloud. One or more Business Catalogs have been assigned to a Business Role. Business Catalogs include access to one or more applications, dashboards, or displays of data. Administrators can control visibility to the data granted through the catalog by applying General Restrictions to Business Catalogs. By maintaining access restrictions, you can define the subset of all existing business objects a user can view (read) or edit (write) when working with a particular business role.

The Business Catalog defines which access categories are available (Value Help, Read, Write), and for which fields restriction values can be maintained. The fields vary per catalog, as they are based on the fields within the apps in the catalog. The Business Role aggregates restrictions for all Business Catalogs.

Administrators define a restriction based on a supported field (e.g. company code, country, controlling area, etc.). Supported restriction fields vary per Business Catalog, as they are based on the fields within the apps in the catalog. You can restrict data access for the Value Help, Read, and Write separately. Read access always includes Value Help access, and Write access always includes Read access.

How to Find Business Roles for a Scope Item

  1. Navigate to SAP Best Practices for https://rapid.sap.com/BP_CLD_ENTPR.

  2. Select your country localization from the Version drop-down list.

  3. In the Solution Scope section, expand the relevant scope item group.

  4. Select a scope item.

  5. Download the test script.

  6. Navigate to the Roles section of the test script.

How to Identify the Business Catalog(s) mapped to a Business Role and the Fiori application(s) mapped to a Business Catalog

  1. Log into the SAP S/4HANA Cloud system.

  2. Select the Manage Business Roles application from the Launchpad.

  3. Select a Business Role.

  4. Select the Assigned Business Catalogs tab to view the standard Business Catalogs assigned to the standard Business Role.

  5. Select a Business Catalog.

  6. Select the Catalog Description tab to view the Functional Description, Authorization Criteria, and Associated Catalogs information.

  7. Select the Applications tab to view the Fiori apps mapped to the Business Catalog.


Do not edit SAP Standard Business Roles directly. To customize Business Roles, use the option Create From Template in the Maintain Business Roles application to create a copy of an SAP Standard Business Role for editing.

Save progress to your learning plan by logging in or creating an account

Login or Register