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PS module ---Functional steps in Investment and Customer Projects in PS

Former Member
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Hi Experts,

I am new in PS module,Pls tell the steps in----->

1>Investment Project---The steps and transactions in PS according to Flow of PS module in Investment project from start till end of PS.

2>Customer Project--The steps and transactions in PS according to Flow of PS module in Customer Project from start till end of PS.

I want to know functionally how the above Projects operate differently functionally with transactions and Flow.

Regards,

Rahul

Accepted Solutions (0)

Answers (3)

Answers (3)

Former Member
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Investment Projects take in to account of integration between PS and IM(Investment Management) Module.

It is require to create investment Program.

This Investment Program controls the complete Budgeting of the project to actual settlement.

Following are the Transactions,

IM22.

in cj20n link the project to the Investment Program created.

Do Cost Planning CJ40

then

IM34

IM32

IM52.

Then do CJ30. (distribute Budget)

In CJ20N release the project and then create commitments and post actuals using MM.

then do settlement using CJIC or CJ88.

For more information refer PLM235

Regards,

Nitin

Former Member
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Hi Rahul,

In addition to link provided above , please have a look on functional steps for Typical Investment & Customer project scenarios as follows.

Investment Project

1. Create a suitable WBS using Project builder.

2. Plan basic dates manually for WBS elements using Project planning board

3. Plan costs manually for WBs elements using Easy cost planning

4. Budget WBS elements

5. Enter actual dates during the project execution phase.

6. Assign various documents for WBS elements using Execution Services for updating commitment &

actual costs.

7. Calculate overhead costs & carry out settlement to assets under construction or completed asset in

Asset accounting.

Customer Project

1. Create a customer inquiry in SD.

2. Create a project (WBS & Network) using standard structures

3. Plan dates using Scheduling

4. Plan Resources

5. Plan materials by transferring Bills of Material

6. Plan costs using Network costing

7. Create sales pricing data ( Create quotation bases on project cost plan,Plan revenues for project)

8. Create a sales order with a bliing plan in SD

9. Create confirmations ( using CATS)

10. Purchase matetrials & services.

11. Document variance usign claims

12. Post Revenues using Milestone billing

13. Calculate overhead costs,carry out a results analysis & settle results analysis values to profitability

segment.

Regards

Tushar

nitin_patoliya
Active Contributor
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Please refer this post. you will get answers of both the questions.

Regards

Nitin