Configuring the Integration with the Cross-Application Time Sheet (CATS)

Working hours spent on a certain service are recorded using service confirmation items in the system. The CATS functionality is used by the system to post these recorded working hours for service items as costs onto the respective controlling object(s). After completing a service confirmation, a timesheet is created automatically. Activity types and cost rates are used to calculate the costs. The automatically created time sheet is also visible in the Transaction History of the service order.

The following is an overview of the required steps to set up the integration between SAP S/4HANA Service and the CATS functionality:

1. A data entry profile needs to be defined in Customizing that is used for the CATS. This profile is used to configure many aspects of data entry using CATS.

   In Customizing, navigate to SAP Customizing Implementation Guide → Cross-Application Components → Time Sheet → Specific Settings for CATS regular → CATS regular → Record Working Time → Set Up Data Entry Profiles.

2. The data entry profile is determined and used in the background when posting confirmation items from SAP S/4HANA Service as costs using CATS.

   In Customizing, navigate to SAP Customizing Implementation Guide → Integration with Other SAP Components → Customer Relationship Management → Settings for Service Processing → Time Sheet Integration → Assign Data Entry Profile.

   Note

   Only one profile (in total) is supported here. So, there is no need to assign the profile to any other object in SAP S/4HANA.

3. A number range (01) needs to be created for object CATS_S4KEY with a From No. and a To Number. The flag for an external number range should NOT be set.

   Start transaction SNRO and navigate to Tools → Development → Other Tools → Number Ranges.

4. The characteristics of the service processes (contracts, orders, and confirmations) that are being used need to be replicated to Controlling. This step needs to be repeated whenever new service objects (transaction types, item categories, organizational units, service types, valuation types, or product categories) have been created in the system.

   Note

   This is the same step as mentioned in the lesson 3.5 (Configuring the Integration with Controlling) in step 2 of the required steps explained there.

   In Customizing, navigate to SAP Customizing Implementation Guide → Service → Transactions → Settings for Service Transactions → Integration → Replicate Service Characteristics Relevant to Controlling.

5. The determination of the attendance/absence types, activity types, and cost elements for a combination of a (service) item category and a service type (if used/required) need to be maintained. Using this setting, for an expense item, a cost element is determined. For a service item, the activity type that needs to be used when calculating the costs is determined.

   Navigate to SAP Customizing Implementation Guide → Integration with Other SAP Components → Customer Relationship Management → Settings for Service Processing → Time Sheet Integration → Define Derivation of Attendance Type, Activity Type and Cost Element.

6. For the activity type(s) determined in step 5, prices need to be maintained.

   Note

   This is not a configuration setting. This is done using the SAP Easy Access Menu or an equivalent SAP Fiori app.

   Navigate to SAP Easy Access Menu → Accounting → Controlling → Cost Center Accounting → Planning → Activity Output/Prices → Change or use transaction code KP26 (CHANGE ACTIVITY TYPE/PRICE PLANNING).