Process enhancements in Project Systems module (revised on

13/03/2009). Changes are in BOLD letters.

Standardization of project structure, structure will resemble the billing schedule.

Procurement and raising of requirement to production plant as per the billing
schedule only.
Cost planning for projects at WBS element level is incorporated.
Delivery of equipments will be done from sales order.
Approved billing schedule will be incorporated in the sales order by Project
department.
Invoice will be raised from SAP.
Confirmation of activities to be done for getting the progress of activities.
All PRs should be created from project structure for services and bought outs.
Dispatch of materials from Production plant to customer should be semi finished or
finished materials.
Once the billing schedule is ready, then block all the materials which are going to be
billed separately in assembly BOM.
If the BOM for bought out materials are not ready. You can assign the dependent
materials to WBS element with procurement type preliminary requisition for WBS
element under the appropriate plant. But for billing and delivery we should assign only
BOM material in Sales order line item

1) Dispatch of complete assembly. Assign component to the WBS element.

Select the appropriate plant.
Select the item category L (Stock Item).
Select the procurement type Reservation for WBS element.
MRP run (Scheduled in background)
Purchase requisition, Purchase order & Good receipt for BOM Components.
Produce main assembly by creating a production order.
Good receipt of Production order to take the complete assembly in to stock.
Delivery & PGI of complete assembly through sales order.
Raise the invoice for the respective delivery in SAP.
2) Dispatch of single assembly from main assembly)
Block the single assembly from main assembly. (CS02)
Assign the single assembly to WBS element.
Select the item category L (Stock Item).
Select the procurement type Reservation for WBS element.
MRP run (Scheduled in background).
Purchase requisition, Purchase order & Good receipt for BOM Components
Produce single assembly by creating a production order.
Good receipt against Production order to take the single assembly in to stock.
Delivery & PGI the assembly through sales order. (Delivery Based sale order)
Raise invoice against respective delivery document in SAP.

3) Dispatch of single Bought out materials from Production Plant Create a semi
finished/finished material having same description of bought out material.
Create the BOM for semi finished/finished material with assigning bought out material
to the BOM.
Assign the BOM material to WBS element.
Select the item category L (Stock Item)
Select the procurement type Reservation for WBS element.
MRP run (Scheduled in background).
Purchase requisition, Purchase order & Good receipt for BOM Components
Produce semi finished/finished material by creating a production order.
Good receipt against production order to take bought out in to stock.
Delivery& PGI the material through sales order. (Delivery Based sale order)
Raise invoice against respective delivery document in SAP.

4) Procurement of single bought out material from vendor to customer (no liability of
FPE) and billing to single line item
Assign material to WBS element under plant.
Select the item category N (Non Stock)
Select the procurement type Third party order for network.
Purchase Requisition, Purchase Order.
Generate Proforma invoice in SAP through sale order. (Non delivery based sale
Order)
Logical GR (once stores receive complete despatch documents and vendor
invoice)
Generate Billing Invoice in SAP.

5) Procurement of Multiple bought out material from vendor to customer (no liability of
FPE) and billing to single line item (
Assign all materials WBS element under plant.
Select the item category N (Non Stock)
Select the procurement type Third party order for network.
Purchase requisition, Purchase order.
Create a material for billing purpose use same material in the sales order line
item.
Sum of the procurement quantity should be equal to the order quantity in the
sales order line item.
Generate Proforma Invoice in SAP through sale order (Non delivery based sale
Order)
Logical GR (once stores receive complete despatch documents and vendor
invoice).
Generate Billing Invoice in SAP

6) Procurement of single bought out material from vendor to customer (liability of

FPE) and billing to single line item (
Assign material to WBS element under plant.
Select the item category L (Stock Item).
Select the procurement type Preliminary Requisition for WBS element.
Purchase requisition, Purchase order.
Generate delivery through sales order (Delivery based sale order)
Generate Profroma Invoice in SAP using delivery document.
Good receipt of Purchase order to take the material in stock (Virtual Storage
Location). Once stores receive complete despatch documents
PGI of material.
Generate Billing Invoice in SAP

7) Procurement of Multiple bought out material from vendor to customer (liability of

FPE) and billing to single line item
Create a semi finished/finished material having same description of bought out
material.
Create the BOM for semi finished/finished material with assigning bought out
materials to the BOM.
Assign the BOM material to WBS element under plant
Select the item category L (Stock Item)
Select the procurement type Reservation for WBS element.
MRP(Scheduled in background).(Do not create routing)
Purchase requisition, Purchase order.
Generate delivery through sales order (Delivery based sale order)
Generate Proforma Invoice in SAP using delivery document.
Good Receipt of BOM components .Once stores receives complete
Despatch document.
Produce semi finished/finished material by creating a production order.
Good receipt of Production order in virtual storage location.

PGI of material from Delivery.

Generate Billing Invoice in SAP.

8) Dispatch of multiple Bought out materials from Production Plant and billing to
single line item with different quantities
Create a semi finished/finished material having same description of bought out materials with
the quantities in the billing head.
Create the BOM for semi finished/finished material with assigning bought out
material to the BOM.
Assign material BOM material to production plant.
Select the item category L (Stock Item)
Select the procurement type Reservation for WBS element.
MRP (Scheduled in background).
Purchase requisition, Purchase order & Good receipt for BOM Components
Produce semi finished/finished material by creating a production order.

 Good receipt of Production order.

Create a Sales Order with different line items by assign all different BOM items
with quantity.
Delivery & PGI of material through sales order to customer.
Raise the invoice in SAP.
9) Procurement of materials for site modifications and billing is not done for those
materials (
Assign the materials under un planned cost WBS element and follow the
appropriate procurement type as mentioned above.
Sales Order type is ZFRE (Free Goods).
Billing Type is ZFF2 for free goods and no accounting document.

Feed Customer details, Item, qty, plant, project, etc

Save the order, Sale order no. is generated.

Click on Schedule line tab to find the date proposed

Check the schedule line of the item and feed proposed date for creating the delivery
document now (VL01N)

Save the document, Delivery document no. is generated. (Note Picking, PGI not done at
this stage)

Create Proforma invoice with respect to delivery document (VF01)

Save the proforma invoice.

Invoice no. will be generated