cancel
Showing results for 
Search instead for 
Did you mean: 

Creation of Project from Sales Order

atul_rajmane
Participant
0 Kudos

Dear All,

I am doing Customer Project.

My Client want to Create a Project Directly from Sales Order. I think we can do it using Assembly Processing. But, I have not worked on it.

If any one worked on this scenario kindly guide me in this case. Also, let me know any documents are avialble in this scenario.

Thanks and Regards,

Atul R. Rajmane

Accepted Solutions (1)

Accepted Solutions (1)

Former Member
0 Kudos

Answers (2)

Answers (2)

Former Member
0 Kudos

Hi,

For Creating Projects Automatically from sales order,

you will have create

Standard WBS element

Standard Network.

Assign Material to standard Network.

from SD point of view,

Define Document Type.

Define and Assign Item Categories.

Define and assign schedule line categories- Tick option 'Req/Assembly.

Check Requirement classes - Transaction OVZG- for 212 it should be PS04

Check Requirement Types - Transaction OVZH- for KMPN it should be 212.

In Material master view MRP3, Strategy should be 85.

also check Sales Org and Distr.chl in sales org 2.

Regards,

Nitin

Former Member
0 Kudos

Hi,

Transaction Flow

As per prerequisite we need to create following:

1- Standard WBS

2- Standard Network

3- Material

4- Link between the Network, Material and Standard WBS;o

5- Create Sales Order

Create Standard WBS

TCode : CJ91

Path: Choose Logistics ® Project management ® Basic data and then Standard structures ® Standard WBS® Create

After entering the data press enter.

Now select icon to display the WBS element.

You can add / delete the WBS element here.

Remember that For All WBS Element, Operative indicator Account Assigned & Planning Element should be ticked. Billing element should be ticked for the WBS element that will be assigned in the allocation of material to Std. Network

Click on icon to go back to the header.

Here release the WBS elements.

Make sure to release the WBS elements. (Remember without Release Status system will not allow to post any actual cost to new created project)

Create Standard Network

TCode: CN01

Path: Choose Logistics ® Project management ® Basic data and then Standard structures ® Standard networkà Create

Select the icon to copy from Template.

Now enter standard Network (Which one you want to copy).

Here you will link WBS to Network.( it is very important to create a new operative project from sale order ) Then press Enter

Select the for choose activities:

You can create activity here as per requirement.

You can maintain the relationship among the activities. Now Press the Total Tab :

Now here you can decide that under which WBS element activity will assigned .

Save the network

Create Material

TCode: MM01

Path: Logistics ® Production ® Master data ® Material master or Logistics ® Material management ® Material master and then Material and create (special or general)

Create material with using already exist material

Maintain the necessary setting in Material Master. (It is necessary for Assembly processing).

Select Sales ORG 1

Press the conditions :

The amount which enters here will be the sale value of material. During creation of sale order system take the sale order value from here.

Select the relevant Item Category Group.

Maintain Strategy in MRP3 View and save then Exit.

Assignment of Material to Network:

TCode: CN08

Path: Logistics ® Project management ® Basic data and then Standard structures ® Network parameters from sales order ® Edit.

Click the icon to enter new line.

Here we will link material to Standard Network & Standard WBS.

Assembly Processing

Create Sales Order:

TC: VA01/VA41

Path: SAP Menu àLogistic àSales and DistributionàSalesàOrderàCreate

Select the Order Type / Sale organization and Distribution Channel

Enter

Enter the Required field like Ship to party, PO No. , Required Delivery Date, Material No. and Quantity .Then Press Enter.

Save the Sales Order and note down the Sale Order Number.

Sales order number will use the project number

Check in Project Builder.( CJ20N)

Now we can see that System has created new operative project in background.

And it has assigned activities to WBS accordingly.

**source-somewhere at SDN,i forgot.will try to find original source then post here for reference and proper acknowledgement*

regards.