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Process enhancements in Project Systems module (revised on13/03/2009). – Chanes are in !"#$ 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 leel is incorporated.

!eliery of equipments will be done from sales order.

 "pproed billing schedule will be incorporated in the sales order by Project

department.

#noice will be raised from S"P.

Confirmation of actiities to be done for getting the progress of actiities.

 "ll P$%s should be created from project structure for serices and bought outs.

!ispatch of materials from Production plant to customer should be semi finished orfinished materials.

&nce the billing schedule is ready, then bloc' all the materials which are going to be

billed separately in assembly B&(.

#f the B&( for bought out materials are not ready. )ou can assign the dependentmaterials to WBS element with procurement type preliminary requisition for WBSelement under the appropriate plant. But for billing and deliery we should assign onlyB&( material in Sales order line item

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1) $is%atch o& com%lete assem'ly. "ssign component to the WBS element.

Select the appropriate plant.

Select the item category *+% (Stoc tem).

Select the procurement type $eseration for WBS element.

($P run Scheduled in bac'ground-

Purchase requisition, Purchase order /ood receipt for B&( Components.

Produce main assembly by creating a production order.

/ood receipt of Production order to ta'e the complete assembly in to stoc'.

!eliery P/# of complete assembly through sales order.

$aise the inoice for the respectie deliery in S*P.

2) $is%atch o& sinle assem'ly &rom main assem'ly)

Bloc' the single assembly from main assembly. (CS02)

 "ssign the single assembly to WBS element.

Select the item category *+% (Stoc tem).

Select the procurement type $eseration for WBS element.

($P run Scheduled in bac'ground-.

Purchase requisition, Purchase order /ood receipt for B&( Components

Produce single assembly by creating a production order.

/ood receipt against Production order to ta'e the single assembly in to stoc'.

!eliery P/# the assembly through sales order. (Delivery Based sale order)

$aise inoice against respectie deliery document in S*P.

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3) $is%atch o& sinle !ouht out materials &rom Production Plant Create a semifinished0finished material haing same description of bought out material.

Create the B&( for semi finished0finished material with assigning bought out material

to the B&(.

 "ssign the B&( material to WBS element.

Select the item category *+% (Stoc tem)

Select the procurement type $eseration for WBS element.

($P run Scheduled in bac'ground-.

Purchase requisition, Purchase order /ood receipt for B&( Components

Produce semi finished0finished material by creating a production order.

/ood receipt against production order to ta'e bought out in to stoc'.

!eliery P/# the material through sales order . (Delivery Based sale order)

$aise inoice against respectie deliery document in S*P.

+) Procurement o& sinle 'ouht out material &rom vendor to customer (no lia'ility o&,P-) and 'illin to sinle line item

 "ssign material to WBS element under plant.

Select the item category *1% (on Stoc)

Select the procurement type 2hird party order for networ'.

Purchase $equisition, Purchase &rder.

/enerate Proforma inoice in S*P through sale order. 1on deliery based sale

&rder-

+ogical /$ once stores receive com%lete des%atch documents and vendor

invoice)

enerate !illin nvoice in S*P.

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) Procurement o& ulti%le 'ouht out material &rom vendor to customer (no lia'ility o& ,P-) and 'illin to sinle line item (

 "ssign all materials WBS element under plant.

Select the item category *1% (on Stoc)

Select the procurement type 2hird party order for networ'.

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.

/enerate Proforma #noice in S*P through sale order 1on deliery based sale

&rder-

+ogical /$ once stores receive com%lete des%atch documents and vendor

invoice).

enerate !illin nvoice in S*P

) Procurement o& sinle 'ouht out material &rom vendor to customer (lia'ility o&,P-) and 'illin to sinle line item (

 "ssign material to WBS element under plant.

Select the item category *+% (Stoc tem).

Select the procurement type Preliminary $equisition for WBS element.

Purchase requisition, Purchase order.

/enerate deliery through sales order !eliery based sale order-

/enerate Profroma #noice in S*P using deliery document.

/ood receipt of Purchase order to ta'e the material in stoc' 3irtual Storage+ocation-. "nce stores receive com%lete des%atch documents

P/# of material.

enerate !illin nvoice in S*P

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) Procurement o& ulti%le 'ouht out material &rom vendor to customer (lia'ility o&,P-) and 'illin to sinle line item

Create a semi finished0finished material haing same description of bought out

material.

Create the B&( for semi finished0finished material with assigning bought outmaterials to the B&(.

 "ssign the B&( material to WBS element under plant

Select the item category *+% (Stoc tem)

Select the procurement type $eseration for WBS element.

($PScheduled in bac'ground-.($o not create routin)

Purchase requisition, Purchase order.

/enerate deliery through sales order !eliery based sale order-

/enerate Proforma #noice in S*P using deliery document.

ood 4ecei%t o& !" com%onents ."nce stores receives com%lete

$es%atch document.

Produce semi finished0finished material by creating a production order.

/ood receipt of Production order in irtual storage location.

 P/# of material from !eliery.

enerate !illin nvoice in S*P.

5) $is%atch o& multi%le !ouht out materials &rom Production Plant and 'illin tosinle line item 6ith di&&erent 7uantities

Create a semi finished0finished material haing same description of bought out materials withthe quantities in the billing head.

Create the B&( for semi finished0finished material with assigning bought out

material to the B&(.

 "ssign material B&( material to production plant.

Select the item category *+% (Stoc tem)

Select the procurement type $eseration for WBS element.

($P Scheduled in bac'ground-.

Purchase requisition, Purchase order /ood receipt for B&( Components

Produce semi finished0finished material by creating a production order.

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/ood receipt of Production order.

Create a Sales &rder with different line items by assign all different B&( items

with quantity.

!eliery P/# of material through sales order to customer.

$aise the inoice in S"P.

9) Procurement o& materials &or site modi&ications and 'illin is not done &or thosematerials (

 "ssign the materials under un planned cost WBS element and follow the

appropriate procurement type as mentioned aboe.

Sales "rder ty%e is 8,4- (,ree oods).!illin y%e is 8,,2 &or &ree oods and no accountin document.

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

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Save the order, Sale order no. is generated.

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Click on Schedule line tab to find the date proposed

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Check the schedule line of the item and feed proposed date for creating the delivery

document now !"#$%&

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Save the document, 'elivery document no. is generated. %ote (icking, ()I not done at

this stage&

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Create (roforma invoice with respect to delivery document !F#$&

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Save the proforma invoice.

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Invoice no. will be generated