1420827 - Steps to enable intercompany staffing for projects

Page 1 of 4

ByD Case Document

1420827 - Steps to enable intercompany staffing for projects

Version 1

Validity: 18.12.2009 - active

Language English

Description
In an organization, there may be more than one company executing various business processes and controlled by a common finance team. One company may require
other company employee to accomplish certain tasks. This scenario is described as intercompany staffing and this document explains the configuration needed for the
other company employee to perform the service and also how the employee records timesheet.

Resolution
Here <QLK> system is taken as an example and the companies considered are <Berlin> and <Vertrieb>. <Vertrieb> owns a project 'Construction of warehouse' and
requires employee ('QLKTESTUSER1') from the other company <Berlin>. Following are the necessary steps to enable the intercompany staffing.
1.
2.
3.
4.
5.

Extend the role of the selling company as supplier.

Assign the employee as service agent.
Relate the supplier and service agent.
Create purchase order.
Record time in single logon.

1. Extend the role of the selling company as supplier:

Here <Berlin> sells its employee 'QLKTESTUSER1' for the project in <Vertrieb> and it is treated as supplier for <Vertrieb>.
a. Log in the user with access to work center 'Business partner data' and view 'Business Partners'.
b. Show 'All Business Partners' and select the relevant company and go to the tab 'Create as'.
c. Out of the list of roles, select 'Supplier', which enables the company to behave as a supplier.
d. 'New supplier' screen opens. Give mandatory data and save.

Check in the same work center, view 'Suppliers' whether the company <Berlin> is listed along with other active suppliers.

2. Assign the Employee as service agent:

The employee 'QLK TESTUSER1' shall be assigned as 'Service Agent', after that the employee is able to perform tasks in other companies.

https://bosap-support.wdf.sap.corp/sap(bD1lbiZjPTAwMQ==)/bc/bsp/sno/ui/main.do... 02/08/2012

1420827 - Steps to enable intercompany staffing for projects

Page 2 of 4

a. Log in the user with access to work center 'Business partner data' and view 'Business Partners'.
b. Show 'All Business Partners' and select the relevant employee and go to tab 'Create as'.
c. Out of the list of roles, select 'Service Agent'. The 'New service agent' screen opens. Give mandatory data and save.
d. Later, this role assignment can be verified in view 'Service Agents' as shown below.

3. Relate the supplier and service agent:

Individual assignment of company as supplier and employee as service agent is completed. Now they have to be linked with each other, which is essential for creating
project purchase request and hence project purchase order.
a. Log in the user with access to work center 'Supplier base'. Show 'All Suppliers'.
b. Select the supplier <Berlin> and select the 'Edit' tab. In the editor screen, go to tab 'Contacts', sub-tab 'Service Agents' and select 'Assign Service Agent'.

c. Assign the service agent 'QLKTESTUSER1' and save the supplier master data.
4. Create purchase order:
To enable service agent, perform project task in another company. Purchase order (PO) is mandatory. Project purchase request (PR) is created as follows, which
triggers the purchasing team for PO creation.
a. Log in the user applicable for project manager and go to work center 'Project Management' --> view 'Projects' --> show 'All Projects'.
b. Select the project 'Construction of warehouse' and select 'Edit'.
c. In the maintain editor screen, go to tab 'Work and Requests'.
d. Out of the available service, select the desired service, which the service agent would be assigned to and select 'Create Purchase Request'.

https://bosap-support.wdf.sap.corp/sap(bD1lbiZjPTAwMQ==)/bc/bsp/sno/ui/main.do... 02/08/2012

1420827 - Steps to enable intercompany staffing for projects

Page 3 of 4

e. In the 'Service Agent' field, give 'QLKTESTUSER1/33' as input and find that the associated supplier <Berlin> also gets selected automatically. After requesting the
required work hours, save the PR and save the project itself.

Note: Purchase order <224> is created in work center 'Purchase Requests and Orders' by the purchasing team.
5. Record time in single logon:
Now that the service agent can work in the project and also record his work timings as follows:
a. Log in the user applicable for service agent and go to work center 'Project Team' and common tasks link 'Edit Time Sheet'.
The following screen appears and after giving the service performed in the 'Activity' field as input, the project and the PO associated is selected automatically.
Thus the service agent could record his timesheet in the relevant calendar weeks/days.

Once the employee records time effort for the task, GSA and supplier invoice is created for financial accounting.
Created by BYDMS-KB-PS

Header Data
Released On
Release Status
Priority
Responsible

06.04.2010 10:59:58 By Martina Feith (D031989)

Released to Service Provider
Medium
Stephen Prabhu Kumar ( C5140661 )

https://bosap-support.wdf.sap.corp/sap(bD1lbiZjPTAwMQ==)/bc/bsp/sno/ui/main.do... 02/08/2012

1420827 - Steps to enable intercompany staffing for projects

Page 4 of 4

Processor
Martina Feith ( D031989 )
Category
How-to
Relevant for Translation Yes
Root Cause Entity
Project System (PS) (Managed Services -> Application Management - Functional)

Validity
Product
Product Version
SAP Business ByDesign SAP BUSINESS BYDESIGN FP3.5

https://bosap-support.wdf.sap.corp/sap(bD1lbiZjPTAwMQ==)/bc/bsp/sno/ui/main.do... 02/08/2012