J11 S4CLD1811 BPD en Es

Customer Project Management - Project-Based Services (J11_ES) PUBLIC
Purpose © 2018 SAP SE or an SAP affiliate company. All rights reserved. 1

Test Script PUBLIC
SAP S/4HANA - 16-11-18
Customer Project Management - Project-Based Services

(J11_ES)
Table of Contents
1 Purpose 3
2 Prerequisites 4
2.1 Additional Manual Configuration 4
2.2 System Access 4
2.3 Roles 4
2.4 Master Data, Organizational Data, and Other Data 5
2.5 Preliminary Steps 6
2.5.1 Check and Maintain the Service Cost Level for Employees 6
2.5.2 Check and Maintain Cost Rates 8
2.5.3 Check Sales Price 9
2.5.4 Check and Maintain Service Organizations 10
3 Overview Table 12
4 Test Procedures 14
4.1 Analyze Customer Project (optional) 14
4.2 Maintain Customer Project 17
4.2.1 Create a New Customer Project 17
4.2.2 Copy a Project as Basis for New Project 19
4.3 Maintain Work Packages and Time Based Planning 20
4.4 Maintain Work Package Staffing 26
4.5 Maintain Customer Project Billing 29
4.6 Project Staffing Analysis (optional) 36
4.7 Capture Service Units (optional) 37
4.8 Maintain Customer Project Billing Proposal 39
4.9 Release Customer Project Billing Proposal 42
4.10 Schedule Release of Billing Proposals (Optional) 44
4.11 Finalize and Release Billing Request 45
4.12 Review Customer Project 47
4.13 Set Project Status (Completed) 49
4.14 Close Customer Projects 50
4.15 Reset Project Status to Completed (Optional) 51
5 Appendix 53
5.1 Prepare Employee CSV File for Upload 53
5.2 Using Scope Item J11 in a 2-Tier Scenario 60

1 Purpose
The Customer Project Management scope item realizes the key steps of the end-to-end process for Project Services. It integrates sales orders with project management, allowing you to create
customer invoices for time and expenses - including external services - recorded against a customer project. Invoices can be created on a time and materials basis, a fixed-price basis, or a combi-
nation of both or as periodic services. You can also derive contract values and show whether the contract margin is on plan. After the customer invoice is issued, customer payments can be
monitored. During period-end closing activities, accounting and financial close activities can be performed. The Customer Project Management scope item has strong business dependency with
scope item 1IL Event-Based Revenue Recognition - Project-Based Services and 1P0 (Event-Based Revenue Recognition - Project-Based Services - IFRS). Please ensure the scope item 1IL and 1P0
are included with activation when performing the Customer Project Management scope item. This scope item also supports the analysis of project profitability based on project costs and reve-
nues.
This document provides a detailed procedure for testing this scope item after solution activation, reflecting the predefined scope of the solution. Each process step, report, or item is covered in
its own section, providing the system interactions (test steps) in a table view. Steps that are not in scope of the process but are needed for testing are marked accordingly. Project-specific steps
must be added.

2 Prerequisites
This section summarizes all the prerequisites for conducting the test in terms of systems, users, master data, organizational data, other test data and business conditions.
2.1 Additional Manual Configuration

Before you can test this scope item, you must have completed the additional configuration steps that are described in the Set-Up Instructions for this scope item. These configuration steps are
specific for your implementation and include mandatory settings that are not delivered by SAP and must be created by you. For more information, see the Set-Up Instructions for this scope item
on SAP Best Practices Explorer (https://rapid.sap.com/bp/#/browse/scopeitems/<enter the scope item ID>).
2.2 System Access
System Details
System Accessible via SAP Fiori launchpad. Your system administrator provides you with the URL to access the various apps assigned to your role.
2.3 Roles
Assign the following business roles to your individual test users.
The following roles are provided as example roles from SAP. You can use these as templates to create your own roles.
Business Role Business Role as Delivered by SAP Log On

Project Manager - Commercial Services SAP_BR_PROJ_MANAGE_COMM
Employee SAP_BR_EMPLOYEE
Cost Accountant - Overhead SAP_BR_OVERHEAD_ACCOUNTANT

Prerequisites © 2018 SAP SE or an SAP affiliate company. All rights reserved. 4
2.4 Master Data, Organizational Data, and Other Data
The organizational structure and master data of your company is created in your system during implementation. The organizational structure reflects the structure of your company. The master
data depends on the operational focus of your company and represents, for example, materials, customers, and vendors.
Use your own master data to go through the test procedure. If you have installed an SAP Best Practices package, you can use the following scenario data:
Data Sample Value Details Comments
Service Organization / Service Organization – Company ES The following Enterprise Structures are The service organization Service Organization –
Delivery Organization assigned to the Service Organization: Company ES is also defined as delivery organization.
● Controlling Area A000
● Company Code 2410
● Cost Center 24101902, 24101903,
24101904
● Plant 1 ES
● Distribution Channel 10
● Division 00
● Sales Organization 2410
Cost Center Csltg Unit A 24101902

Csltg Unit B 24101903
Customer Dev 24101904
Profit Center Consulting Unit A YB101

Consulting Unit B YB102
Customer Development YB103
Customer Domestic Customer 2 24100002
Activity Types T001 Junior Consultant CO Activity Types are used to manage CPM Roles
T002 Senior Consultant
T003 Platinum Consultant
T004 Trainer
T005 Project Manager
T006 $ Time / Fee type 6

Data Sample Value Details Comments
Cost Rate Actual and planned cost rates are maintained for the
following combination of cost centers / activity types:
● Cost centers: 24101902, 24101903,
24101904
● Activity types: T001 - T006
Pricing Condition Rec- Pricing condition records are maintained for the fol- Only the following key combinations are Pricing condition records are used in the Service Price list to
ords lowing materials: visible in the service price list: calculate Project Planned Revenues.
● T001 - T006 ● For standard prices: Material with re- If you use other key combinations, the system can use them
lease status for pricing but you cannot display or change them in the ser-
● For project-specific prices: Cust vice price list.
Proj/Material
For more information on creating master data objects, see the following Master Data Scripts (MDS)
Table 1: Master Data Script Reference
Master Data ID Description
BNM Create Cost Center and Cost Center Group
BND Create Customer
BNN Create Activity Type and Activity Type Group
3KW Cost Rates - MDS
2.5 Preliminary Steps
2.5.1 Check and Maintain the Service Cost Level for Employees
Purpose
Controller can assign a cost level to an employee to determine the usual standard cost rate of the employee.

Note To be able to search for Employees and maintain the Service Cost Level, make sure that the business role SAP_BR_EMPLOYEE is assigned to the user Overhead Accountant.
Procedure
Test Test Step Instruction Expected Result Pass/Fail/Com-

Step # Name ment
1 Logon Logon to the SAP Fiori launchpad as a Cost Accountant - The Home page appears.
Overhead.
2 Search for Choose the Search button on the toolbar. Filter for Em-
Employee ployees and search for an Employee.
3 View Em- Select the Employee to view the employee fact sheet. The Employee Fact Sheet with the Employee information is displayed: cost center,
ployee Fact contacts, employments details, service cost level and project history are available
Sheet for detailed analysis.
Note To be able to display Payment information for the employee, the Business
Catalog SAP_HCM_BC_EMP_PI_DSP_PC need to be manually assigned to the
Business Role.
4 Assign the Choose Controlling Information tab, and choose Edit. The Service Cost Level is assigned to the employee.
Service Cost Assign the relevant Service Cost level to the employee
Level
(on the Service Cost Level dialog box, choose Go to dis-
play the service cost levels) and the Start Date.
For example :
Service Cost Level : 4 (SENIOR CONSULTANT (K4))
Start Date : Today
Save and go back.

2.5.2 Check and Maintain Cost Rates
Purpose
This step describes how to check and maintain the actual and planned cost rates.
Procedure
Test Test Step Name Instruction Expected Result Pass/Fail/Com-

Step # ment
1 Log on Log on to the SAP Fiori launchpad as a Cost Ac- The Home page appears.
countant - Overhead.
2 Access the SAP Fiori App Open Manage Cost Rates - Professional Services The Manage Service Cost Rates screen displays.
(F3161).
3 Check Cost Rate with Selec- Make the following entries:

tion Criteria Company Code: Company for which you want to
enter rates
Valid On: Current Date or start of a period
4 Maintain Additional Cost Select Add. Pop-up of Create Cost Rate(s)-Company Code e.g. 2410
Rates
5 Enter Cost Rates Make the following entries: Cost rates have to be as per customer business requirement.
Company Code: Company for which you want to This step is using content sample master data Few Hints:
enter rates 1. At least one of the fields: Activity Type, Service Cost Levels or Per-
Cost Center: example 24101902 sonnel Number - must be filled.
Activity Type: example T002 2. Personnel Number and Cost Center exclude each other as key fields
Service Cost Levels:optional for one price.
Work item ID: optional 3. Personnel Number and Service Cost Levels exclude each other as
key fields for one price.
Personal Number: optional
4. Company Code to be billed shall be filled when WBS Element is
WBS Element: optional
filled.

Step # ment
From Fiscal Year: Current Year
From Period: Current Period
Variable Amount: e.g 100
Currency: eg your company code currency EUR
Per: 1
Activity Unit: example H
6 Save Click Save. Additional cost rates are created.
2.5.3 Check Sales Price
Purpose
This step describes how to check the sales price.
Procedure
Test Step Test Step Name Instruction Expected Result Pass/Fail/Com-

# ment
1 Logon Log on to the SAP Fiori launchpad as a Project Manager - The Home page appears.
Commercial Services.
2 Access the SAP Fiori Select Maintain Condition Records (Sales) (VK12). The Change condition Record screen displays.
App
3 Check Sales Price Select the Condition Type PSP0 and choose Enter. Sales Prices are maintained for the five materials/roles.
Choose the combination Key Material with release status and Project Planned Revenues for the different roles are calculated
choose Enter. based on these values.
Make the following entries and choose Execute:

Test Step Test Step Name Instruction Expected Result Pass/Fail/Com-
# ment
Sales Org. : 2410
Distribution Channel : 10
Material : From T001 to T005
Choose Save .
2.5.4 Check and Maintain Service Organizations

This step describes how to check and maintain the existing service oganization, and how to create new service organizations.
The following organization units are assigned to the Service Organization :
● Controlling Area
● Company Code
● Sales Organization
● Distribution Channel
● Division
● Plant
● Cost Center
If you have created your own organization units, you can create new Service Organizations to be used in the project .
Procedure

Step # ment
1 Logon Log on to the SAP Fiori launchpad as a Project Manager - The Home page appears.
2 Access the SAP Fiori Open Maintain Service Organizations (F1421). The Service Organization screen displays.
App

Step # ment
3 Check a Service Organ- On the Service Organization screen, the Customer Project The existing service organizations are displayed.
ization Manager can view the existing service organizations.
4 Check a Service Organ- On the Service Organization screen, select a service organi- The service organization is updated.
ization zation and choose the Edit button.
Change for example, the name of the Service Organization
or update the organization units or assign the missing ones.
Save the entries and go back.
5 Create a new Service On the Service Organization screen, choose the Create but- The new service organization with your own organization units is
Organization (optional) ton. Make the following entries: created.
ID : Z001 It is only possible to assign a cost center once to a Service Organiza-
Name : New Serv.Org Z001 tion. In order to use the newly created Service Organization, make
sure :
Select the two fields: Sales Organization and Delivery Or-
ganization. Assign your own organization units. ● To maintain the cost rates for your own cost center (see chapter
2.4.2 Check and Update Cost Rates)
Save the entries and go back.
● To assign the cost center to the employees to be staffed on the
project.

3 Overview Table
This scope item consists of several process steps provided in the table below.
Customer Projects
Process Step Business Role Transaction/App Expected Results

Analyze Customer Project (optional) Project Manager - Commer- Customer Projects - Highest Cost De- The Customer Projects app displays.
[page ] 14 cial Services viation (F0720)
Create a New Customer Project [page ] 17 Project Manager - Commer- Create Customer Projects (F0719) The Create Customer Project app displays.
cial Services
Copy a Project as Basis for New Project Project Manager - Commer- Plan Customer Projects You have marked the template for the copying process.
[page ] 19 cial Services
Maintain Work Packages and Time Based Project Manager - Commer- Plan Customer Projects The Customer Project screen displays.
Planning [page ] 20 cial Services
Maintain Work Package Staffing [page ] Project Manager - Commer- Plan Customer Projects The Customer Project screen displays.
26 cial Services
Maintain Customer Project Billing [page ] Project Manager - Commer- Plan Customer Projects The Customer Project screen displays.
29 cial Services
Project Staffing Analysis (optional) [page ] Project Manager - Commer- Project Staffing Analysis (F2902) The Project Staffing Analysis screen displays.
36 cial Services
Capture Service Units (optional) [page ] 37 Cost Accountant - Over- The Enter Direct Activity Allocation screen displays.
head
Maintain Customer Project Billing Pro- Project Manager - Commer- Release Billing Proposals The system provides the customer project billing proposals filtered by
posal [page ] 39 cial Services due date (default filter).
Release Customer Project Billing Proposal Project Manager - Commer- Release Billing Proposals The system provides the customer project billing proposals filtered by
[page ] 42 cial Services due date(default filter).
Finalize and Release Billing Request [page Project Manager - Commer- Release Billing Requests The system provides the list of billing requests created as blocked.
] 45 cial Services
Review Customer Project [page ] 47 Project Manager - Commer- Review Customer Projects (F1659) The system provides the list of customer projects. Only projects with
cial Services status In Execution are displayed.
Overview Table © 2018 SAP SE or an SAP affiliate company. All rights reserved. 12
Process Step Business Role Transaction/App Expected Results
Set Project Status (Completed) [page ] 49 Project Manager - Commer- Plan Customer Projects The Customer Project screen is displayed.
cial Services Projects assigned to the Customer Project Manager are displayed.
Close Customer Projects [page ] 50 Project Manager - Commer- Plan Customer Projects The Customer Project screen is displayed.
cial Services Projects assigned to the Customer Project manager are displayed.
Reset Project Status to Completed (Op- Project Manager - Commer- Plan Customer Projects The Customer Project screen is displayed.
tional) [page ] 51 cial Services Projects assigner to the Customer Project Manager are displayed.

Overview Table © 2018 SAP SE or an SAP affiliate company. All rights reserved. 13
4 Test Procedures
This section describes test procedures for each process step that belongs to this scope item.
In S/4HANA, Core Data Services (CDS) are introduced in any consuming stack variant. To access CDS Views for Professional Services, you may follow the link:
https://help.sap.com/viewer/p/SAP_S4HANA_CLOUD to visit Product Assistance. Click English and navigate by: SAP S/4HANA Cloud > Generic Information > Analytics > CDS View > CDS Views
for Professional Services .
4.1 Analyze Customer Project (optional)
Test Administration
Customer project: Fill in the project-specific parts.
Test Case ID <X.XX> Tester Name Testing Date Enter a test date.
Business Role(s)
Responsibility <State the Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.
Purpose
This step is optional. The Customer Project Manager can also start maintaining Customer Projects directly.
In this step, the Customer Project Manager can analyse the core KPIs for a specific project.
For a multi-project analysis, the following Business Process can be run:
● Commercial Analytics (BGI)

Test Procedures © 2018 SAP SE or an SAP affiliate company. All rights reserved. 14
Procedure
Test Test Step Name Instruction Expected Result Pass / Fail /

Step # Comment
1 Logon Logon to the SAP Fiori launchpad as a Project Manager - Commercial The SAP Fiori launchpad displays.
Services.
2 Access the SAP Fiori App Open Customer Projects - Highest Cost Deviation (F0720). The Customer Projectsscreen displays.
3 Check My Customer Projects On the Customer Projects screen, the Customer Project Manager can You can analyze the current situation of the customer
view the assigned Customer Projects. projects.
Check the relevant information : You can select a specific project to start to monitor it
● Customer in detail.
● Project name and ID

● Cost Deviation
● Actual Margin
● Completion Rate
● Project Status
4 Show Details of Customer To display more information, choose the Project Name. The customer project fact sheet collects the relevant
Project – Project Fact Sheet The system displays a dialog box with the following information : project info:
● Project Name ● General Information and main contacts
● Customer ● Financial and Work performance
● Description ● List of work packages
● Start/End Date ● Project team with the staffed employees (select

an employee to navigate to the Employee Fact
● Service Organization
sheet)
● Cost Center
● Customer invoices and Purchase Orders
● Stage
● Expenses detail for work packages
Choose the Project Name again to navigate to the Project Fact Sheet.
5 Filter My Customer Projects Go back to the Customer Projects screen, to filter the Customer Project The Search Result section displays the filtered results.
List section. Select Show Filter Bar and use one or more of the proposed fil-
ters.
Select the projects with status In Execution only.
Choose the Go button to start searching.
Step # Comment
6 Choose a Customer Project From the Customer Projects list, click on the right arrow at the end of the The core KPIs for project monitoring are displayed.
and View Monitoring Details line to start monitoring this project.
The core KPIs for project monitoring are available for a detailed analysis.
Choose the Show Mini Charts button to select the core KPIs:
● Cost Performance
● Work Performance
● Commercial Analysis
7 View Monitoring Details – Select the core KPI Cost Performance to start detailed costs monitoring The Project Manager analyzes the customer project.
Cost Performance of this project.
To change the view format (graphical view or table view), use the View
Switch buttons next to the input dropdown list boxes.
Select the core KPI Cost Performance to start the monitoring of the fol-
lowing:
● Actual vs Planned Cost (By Work Package)
● Actual vs Planned Cost (By Work Item)
● Actual vs Planned Cost (By Period)
● Actual vs Planned Cost (By Role/Expense)
● Variance by Work Item
● Variance by Work Package
● Variance by Period
● Variance by Role/Expense
8 View Monitoring Details – Select the core KPI Work Performance to start detailed work monitoring The Project Manager analyzes the customer project.
Work Performance of this project.
Select the core KPI Work Performance to start the monitoring of the fol-
lowing :
● Actual vs Planned Effort (By Work Package)
● Actual vs Planned Effort (By Work Item)
● Actual vs Planned Effort (By Period)
Step # Comment
● Actual vs Planned Effort (By Role/Expense)
● Variance by Work Package
● Variance by Work Item
● Variance by Role/Expense
9 View Monitoring Details – Select the core KPI Commercial Analysis to start detailed revenue moni- The Project Manager analyzes the customer project.
Commercial Analysis toring of this project.
Select the core KPI Commercial Analysis to start the monitoring of the
following :
● Actual vs Planned Revenue (by Billing Item)
● Actual vs Planned Revenue (by Period)
● Variance by Billing Item
● Actual vs Planned Margin % (by Billing Item)
● Actual vs Planned Margin % (by Period)
● Aged Debt
4.2 Maintain Customer Project
4.2.1 Create a New Customer Project
Test Administration

Business Role(s)
Procedure

Step # Comment
1 Logon Log on to the SAP Fiori launchpad as a Project Manager - Commercial Services. The SAP Fiori launchpad displays.
2 Access the SAP Fiori App Open Create Customer Projects (F0719). The Create Customer Project app displays.
3 Maintain Customer Project Make the following entries, starting from the right-hand side: Note The Profit Center is changeble until
Information Service Organization: Service Organization – Company ES the first posting is done.
Cost Center : Csltg Unit A

Profit Center : Consulting Unit A
Customer : Domestic Customer 2
Project Name : I-1000
Project ID : I1000
Stage : In Planning
Duration: Start Date: today – 2 days
End Date: today + 4 months
Currency: EUR - Euro
Description: SAP Implementation Project
4 Save your entries Choose the Save button. The system displays the message Project
created and saved.
5 Maintain Project Roles Choose the Edit button. Make the following entries in the More Project Roles
fields :
Project Partner: Enter a value
Project Controller: Enter a value
Step # Comment
Project Accountant: Enter a value
6 Attach Documents on Pro- Choose the Attachments view. Attached documents are listed.
ject Header Level To add a new document, choose the + (plus) button. Select the document and New documents are added as attachments
choose the Open button to attach the document. to the project.
7 Save your entries Choose the Save button. Project is saved.
4.2.2 Copy a Project as Basis for New Project
Test Administration
Business Role(s)
Purpose
You can make a copy of an existing customer project to create a new customer project.

Procedure

Step # Comment
1 Start to Create Cus- Open Plan Customer Projects. The Customer Project subscreen is
tomer Projects displayed.
2 Choose Template Choose a Customer Project to use as a template. You have marked the template for
Project the copying process.
3 Filter My Projects To filter the Customer Project section, in the Search field, enter some text to start searching and The Search Result section displays
List choose the Search button. the filtered results.
You can also use the following search parameters:
● Project manager name
● Customer name
In addition, you can filter the search result to display projects defined as Favorite or projects in a
defined state.
Enter some text to search.
4 Copy Customer Pro- Select a project to use as a template and choose the Copy button. The new project information screen
ject In the dialog box, select the options for what to copy (Work Packages or Work Packages and Roles is populated automatically.
) . To change the proposed start date, select the option New Start Date . Choose OK.
5 Save Project Maintain or change any relevant information for the new project and save it when done (see Main- The system displays the message:
tain Work Packages and Time Based Planning [page ] 20). Project copied
.
4.3 Maintain Work Packages and Time Based Planning
Test Administration

Business Role(s)
Purpose
Once created the project can be detailed with work packages and time-based planning information.
Procedure
Test Test Step Instruction Expected Result Pass /

Step Name Fail /
# Com-
ment
1 Logon Logon to the SAP Fiori launchpad as a Project Manager - Commercial Services. The SAP Fiori launchpad displays.
2 Access the Open Plan Customer Projects. The Customer Project screen displays.
SAP Fiori
App
3 Choose a Cus- On the Customer Project screen, the Customer Project Manager can view the assigned customer Project I-1000 is available for further editing.
tomer Project projects.
to Edit
The Customer Project Manager can search the project using the Search field or filter the list using
the Filter button.
To start work on staffing and work packages, choose the project I-1000 (created in the last step).
The project information is displayed.
To edit the project, choose the Edit button.
4 Choose Work Choose Work Packages. The Work Package details page displays.
Packages
View

Step Name Fail /
# Com-
ment
5 Update the The first work package is proposed by default. The new work package is updated and dis-
First Work Replace the proposed entries with the following entries: played on the details screen.
Package
Name: BBP
Start Date: today – 2 days
End Date: today + 1 month
Description : Business Blue Print Phase
Save the entries.
6 Create Further To create a new work package, choose the + (Add) button. The message
Work Pack- Make the following entries and choose the OK button. Work Package update successful
ages
Name: Realization is displayed.
Start Date: today + 1 month
Description: Realization Phase
Save the entries.
7 Repeat step 6 using the following values and choose Save: The message
Name: Test Work Package update successful
Start Date: today is displayed.
Description: Test Phase
8 Repeat step 6 using the following values and choose Save: The message
Name: Maintenance Work Package update successful
Start Date: today - 2 days is displayed.
Description: Maintenance
9 Repeat step 6 using the following values: The message

Name: Licenses Work Package update successful

Step Name Fail /
# Com-
ment
Start Date: today - 2 days is displayed.
Description: Licenses
Choose Save.
10 Assign Work To assign work items to an existing work package, choose the Select button. Work Items are assigned to the work package.
Items to the Assign the work item ID P001 Documentation to the work package Realization. You can review the assigned work items by
Work Package
Choose the OK button and save the entries. choosing the Assigned button. A dialog box ap-
pears. Choose Edit to add additional work
Repeat this step to assign work items to the relevant work packages.
items.
Assign existing work items to the work package.
You can maintain Work Items and Groups by
SSCUI with Fiori app Manage Your Solution.
Search Define Work Items and Groups.
11 Add Roles to Select the work package to display the Details screen. Assigned roles are listed for the work package.
First Work Choose the Add role button in the top right corner to add a new role. Planned Costs are automatically calculated
Packages
Enter the following data, and then choose OK. from the Planned Effort.
Work Package: BBP Planned Revenues are calculated based on the

Service Price List.
Role: Project Manager
Delivery Organization: Service Organization – Company ES
Work Item: <Enter a value>
Effort (Hours): 100
Role: Platinum Consultant
Work Item:<Enter a value>
Effort (Hours): 350
Choose Save and go Back.
For each planned role, you can also select whether the effort is billable or not. Non-billable effort is
not considered during the calculation of planned revenue, and not charged to the customer during

Step Name Fail /
# Com-
ment
the billing process. Please Click the Settings button to display the Billing Control Category in the ta-
ble.
The Distribute button is available to distribute planned effort across the periods of the work pack-
age. By default, total effort is distributed equally. Readjustment of distribution is allowed across all
periods of the work package.When there is a change in the dates of the work package, a message
inform to review effort distribution (by default the planned efforts are kept as is for the existing plan
periods; the new plan periods are planned with 0 efforts).
12 Add Roles to Repeat step 11 using the following values: Assigned roles are listed for every work pack-
Work Pack- Work Package: Realization age.
ages
Role: Project Manager Planned Costs are automatically calculated
from the Planned Effort.
Planned Revenues are calculated based on the
Service Price List.
Effort (Hours): 200
Work Package: Realization
Role: Senior Consultant
Work Item:<Enter a value>
Effort (Hours): 600
Role: Junior Consultant
Effort (Hours): 400
13 Repeat step 11 using the following values: The assigned roles are listed for the work pack-
Work Package: Test age. Planned Costs are automatically calcu-
lated from the Planned Effort. Planned Reve-
nues are calculated based on the Service Price
Delivery Organization: Service Organization – Company ES List.

Step Name Fail /
# Com-
ment
Planned Effort: 50
Work Package: Test
Effort (Hours): 300
14 Specify re- Choose the Skills button near the role to add the required skills. The required skills for the role are defined in ad-
quired skills Enter the required skills in the text input box (for example : ABAP, HANA ..) and choose the Add but- dition to the location (delivery org) and the re-
ton. quired effort.
Note The type-ahead input field helps to select
the already defined skills. A maximum of 5 skills
can be assigned to each role.
15 Add Expense Select the Work Package to display the Details screen. Expenses are added to the work package.
Type to the Make the following entries, then choose Save. Planned costs and revenue are recalculated.
Work Package
Work Package: BBP You can maintain Expense Type by SSCUI with
Expense Type: Accommodation Fiori app Manage Your Solution. Search Define
Resources. After it is selected, click the row to
Costs: Enter a value (for example )
get information. .
Revenue: Enter a value ( for example, 2500 )
16 Navigate to Choose the Work Package to display the Details screen. The staffed roles, planned effort, planned costs
Details of and planned revenues are displayed.
Work Pack-
ages
17 Attach Docu- On the Work Package details screen, scroll to the Documents section. To add a new document, Attached documents are listed.
ments to choose the + (Add) button. Select the document and choose the Open button to attach the docu- New documents are added as attachments to
Work Package ment. the work package.

4.4 Maintain Work Package Staffing
Test Administration
Business Role(s)
Purpose
Once the roles have been assigned to the work packages, the project team can be staffed to specific work packages.
Procedure
Test Test Step Name Instruction Expected Result Pass / Fail

Step # / Com-
ment
1 Logon Logon to the SAP Fiori launchpad as a Project Manager - Commercial The SAP Fiori launchpad displays.
Services.
2 Access the SAP Fiori App Open Plan Customer Projects. The Customer Project screen is displayed.
3 View My Projects Header On the Customer Projects screen, the Customer Project Manager sees Project I-1000 is chosen and available for further editing.
Data and Choose a Cus- all of the assigned Customer Projects.
tomer Project to Edit
Choose the Project I-1000 (created in an earlier step). Customer Pro-
ject Information is displayed.
Choose the Edit button.

Step # / Com-
ment
4 Choose Work Packages Choose the Work Packages button. The Work Package Overview screen is displayed.
View
5 Employee Staffing – Add Choose a work package to display the Details screen. A list of employees already staffed in the selected role is
Employee Assignment to For each role, to staff an employee, choose the Add Resource link. shown. If there are no names on the list, search for an em-
Role in Work Package ployee as explained in the next step.
The system displays a list of employees already staffed in the selected
role. Only the employees who belong to the delivery organization are Project Manager is staffed.
displayed and can be staffed to a project.
Select the Employee, select the checkbox, and choose Add to Role.
Make the following entries and choose Save.
Work Package: BBP
Employee: Enter a value
6 Employee Staffing – Search Choose a work package to display the Details screen. Employees are staffed.
for Employee For each role, to staff an employee, choose the Add Resource button.
In the Add Resource dialog, search for the relevant employee by name
or role.
Select the option Include Contingent Worker to include external/ free-
lance resources in the search. Also remove the role filter by selecting
the X below the Include Contingent Worker option. This displays all
employees.
Select the employee, select the checkbox, and choose Add to Role.
Work Package: BBP
Role: Platinum Consultant

Step # / Com-
ment
7 Employee Staffing – Avail- Choose a work package to display the Details screen. The monthly availability of the employee is displayed:
ability For each role, to staff an employee, choose the Add Resource button. ● Availability is calculated by month based on weekly work-
In the Add Resource dialog, search for the relevant employee. ing hours of the employee.
Choose the See Availability link to display the monthly availability of ● Number of working days in a month is calculated based on
the employee. company code calendar of the employee.
Select the employee, select the checkbox, and choose Add to Role. ● Already staffed days are deducted.

Role: Senior Consultant
8 Employee Staffing – View Choose a Work Package to display the Details screen. The Employee Fact Sheet with the Employee information is
Employee Fact Sheet For each role, to staff an employee, choose the Add Resource button. displayed : cost center, contacts, employments details, service
cost level, and project history are available for detailed analy-
In the Add Resource dialog, search for the relevant employee.
sis.
Choose the selected employee to view the Employee Fact Sheet.
From the Employee Fact Sheet, you can select the Project ID
Close the fact sheet in the new window, select the checkbox, and to navigate to the Project Fact Sheet or the Customer to navi-
choose Add to Role. gate to the Customer Fact Sheet.
Make the following entries :
Employee : Enter a value
Choose Save.
10 Employee Staffing – Re- Choose a Work Package to display the Details screen. The staffed employee is removed.
move Employee Assign- To remove an employee, choose the X button next to the Role and
ment to Role in Work Pack-
choose Remove the employee but leave the role to staff it later in the
age
dialog.
Choose the Save button.
Remove Employee: Enter a value

Step # / Com-
ment
11 Choose Team View Go back and choose the Team button. The team details page is displayed. You can use this view to
add roles, staff employees, or adjust the already planned ef-
fort.
4.5 Maintain Customer Project Billing
Test Administration
Business Role(s)
Purpose
In this process step, the Customer Project Manager maintains the Project Billing information.

Procedure

Step Name Fail /
# Com-
ment
2 Access the Open Plan Customer Projects. The Customer Project screen is displayed.
SAP Fiori App Projects that are assigned to the Customer Project Man-
ager are displayed.
3 View Projects To start billing, choose the project I-1000 (created in the previous step). . Project I-1000 is displayed.
Header Data
and Choose a
Customer Pro-
ject to Edit
4 Edit Project Choose the Edit button to edit project information. You can now make changes to the project.
5 Change the Make the following entry: The system displays the message: Project updated.
Project Status Stage: Contract Preparation The billing is now available for editing.
Choose Save.
6 Choose Billing Choose the Billing button. The billing details page is displayed.
View
7 Create Billing Make the following entries and choose Save. The Billing Item for Fixed Price is created.
Item for Fixed Contract Type: Fixed Price The Material ID is editable on Billing tab for all contract
Price
Assigned Work Packages: BBP types as long as the sales order item is created. Different
sales materials can be used in the Billing tab. If those ma-
Profit Center: Select profit center by your requirement
terials belong to different categories such as maintenance
Amount to be billed: and service, this would have an impact in profitability anal-
Description: Enter a description. ysis. P001 is used as the default material ID for fixed price.
The amount to be billed is based on the planned revenues of the assigned work-packages. If not changed, the profit center chosen when creating a
new customer project in information level will be shown as
OPTIONAL: To test the bundling functionality in context of IFRS15 use material ID PIF1
default. In addition, if the profit center is changed in infor-
and enter a value for the stand alone selling price (Total SSP).
mation level, it will not update the ones in billing item au-
tomatically.

Step Name Fail /
# Com-
ment
Note For information regarding the bundling functionality in context of IFRS15, please re-
fer to SAP note 2524569.
8 Create Billing To create another billing item, choose the + (Add) button. The Billing Item for Time and Expenses is created.
Item for Time Make the following entries and choose Enter. If not changed, P002 is used as the default material ID for
and Expenses
Contract Type: Time and Expenses Time and Expenses.If not changed, the profit center cho-
sen when creating a new customer project in information
Assigned Work Packages: Realization, Test
level will be shown as default. In addition, if the profit cen-
Profit Center: Select profit center by your requirement ter is changed in information level, it will not update the
Amount to be billed: ones in billing item automatically.
Description: Enter a description. Note The non billable service assigned in work-pages is rel-
The amount to be billed is based on the planned revenues of the assigned work-packages. evant for contract type Time and Expense and will not con-
tribute to the calculation for planned revenues.
Amount Cap: If a maximum amount to be billed for time & expense projects has been
agreed with the customer, it can be entered here. The field is not visible by default and it
can be added using table setting button.
Cap Notification Threshold: The value is related to the Cap Amount. If an alert using re-
porting functionality should be realized, a threshold value (which could be for eaxmple
80% of the Cap amount) can be specified here. The field is not visible by default and it can
be added using table setting button.
There is a CDS view Engagement Project Time and Expense Billing which can be used by the
project manager to monitor the cap consumption.
More information can be found here:
● - CDS View Information:
Open https://help.sap.com/viewer/p/SAP_S4HANA_CLOUD to visit Product Assis-
tance. Choose English and navigate by: SAP S/4HANA Cloud Generic Information >
Analytics > CDS View > CDS Views for Professional Services > CDS Views for Customer
and Internal Project Management > Engagement Project Time and Expense Billing .
● - How to Create Your Own Report and save it as a Tile
Open https://help.sap.com/viewer/p/SAP_S4HANA_CLOUD to visit Product Assis-
tance. Choose English and navigate by: Professional Services > Customer and Internal
Project Management > Plan Customer Projects > Analyze Time and Expense Billing .

Step Name Fail /
# Com-
ment
9 Create Billing To create another billing item, choose the + (Add) button. The Billing Item for Periodic Services is created.
Item for Peri- Make the following entries and choose Enter. In this example, the Periodic Services item reflects the
odic Services
Contract Type: Periodic Service fixed maintenance fee.
Assigned Work Packages: Maintenance If not changed, P003 is used as the default material ID for
Periodic Services. If not changed, the profit center chosen
Profit Center: Select profit center by your requirement
when creating a new customer project in information level
Amount to be billed: will be shown as default. In addition, if the profit center is
Description: Enter a description changed in information level, it will not update the ones in
The amount to be billed is based on the planned revenues of the assigned work-packages. billing item automatically.
OPTIONAL: To test the bundling functionality in context of IFRS15 use material ID PIF3
and enter a value for the stand alone selling price (Total SSP)
10 Create Billing To create another billing item, choose the + (Add) button. Make the following entries and The Billing Item for Periodic Services is created. This Peri-
Item for Us- choose Enter. odic Services item will be used to collect the number of li-
age-based bill- censes sold to the customer. In this scenario, Material ID
Contract Type: Periodic Service
ing U001 (instead of P003) is used. If not changed, the profit
Material ID: U001
center chosen when creating a new customer project in in-
Assigned Work Packages: Licenses formation level will be shown as default. In addition, if the
Profit Center: Select profit center by your requirement profit center is changed in information level, it will not up-
Amount to be billed: date the ones in billing item automatically.
Description: Enter a description

The amount to be billed is based on the planned revenues of the assigned work-packages.
11 Save Choose the Save button. A Sales Order is created without a billing plan. Work pack-
Close the message and go back. age Business Blueprint (BBP) is assigned to the Billing Item
for Fixed Price; work packages Realization and Test are as-
signed to the Billing Item for Time and Expenses, work
packages Maintenance and Licenses are assigned to the
Billing Items for Periodic Services.
On the General session, the sales order number is dis-
played. The Amount To Be Billed (Total) is the sum of the
Amount to be billed for the different Contract types. This

Step Name Fail /
# Com-
ment
value is the value of the Sales order (contracted revenue)
and can differ from the project planned revenues.
12 Create Billing Select the Fixed Price Item.

Plan for Fixed
Price
13 Enter Billing Choose the + (Add) button to create billing items. Make the following entries and go back. A billing plan is created for Fixed Price.
Plan Details Billing due date: today -2 days Another row is added automatically when previous row
Note: First chunk has been filled with no errors.
Amount:
Billing due date: today + 1 month
Note: Second chunk
Amount::
14 Create Billing Select the Time and Expenses Item.

Plan for Time
and Expenses
15 Enter Billing Choose the + (Add) button to create billing items. Make the following entries and go back. A billing plan is created for Time and Expenses.
Plan Details Billing due date: today
Item Usage: Payment on Account
Amount:
Item Usage: Time and Expenses
Billing due date: today + 3 months
Item Usage: Time and Expenses
16 Create Billing Select the Periodic Service item (Maintenance).

Plan for Peri-
odic Services
17 Enter Billing Choose the + button to create billing items. Make the following entries: A billing plan is created for the fixed maintenance fee (Pe-
Plan Details riodic Services).
Step Name Fail /
# Com-
ment
Billing due date: today You can also use the copy function to create the billing
Item usage: Periodic Service plan.
Amount: Select the billing date, select copy, and enter the periodic-
ity (for example, every month) and the start/end dates.
Service start date: today
Service end date: end of the current month
Billing due date: beginning of next month
Item usage: Periodic Service
Amount:
Service start date: beginning of next month
Service end date: end of next month
Go back and save.
18 Create Billing Select the Periodic Service item (Licenses).

Plan for Us-
age-Based
Billing
19 Enter Billing Choose the + (Add) button to create billing items. Make the following entries and go back. This billing plan is used to collect the number of licenses
Plan Details Billing due date: today sold to the customer in a certain period.
Item Usage: Usage-Based Billing

Item Usage: Usage-Based Billing
20 Maintain Pro- Choose the corresponding Service Price List button.

ject-Specific
Price per
Hours for Ser-
vices (Service
Price List)

Step Name Fail /
# Com-
ment
21 Enter Prices Make the following entry : The Service Price List shows all services with the standard
Trainer: price per hour. This price is used to calculate the planned
revenue.
Choose Enter.
The project-specific price per hour can be defined in this
To save your entries, go to the previous screen by choosing < button on the top of the
view. Planned revenues are recalculated based on these
screen and choose Save.
new prices.
22 Change the Go back to the Information view to change the Project status. The system displays the messages :
Project Status Make the following entry: Project updated
Stage: In Execution Baseline version created
Choose Save. The project is in execution phase now. A baseline version is
automatically created.All the initial planned data including
the cost details will be pushed to Finance ACDOCP auto-
matically.
23 Choose Ver- Choose the Versions button. The Version details page is displayed. The baseline version
sions View can be compared with the Actual version.
The Project Manager can always update the baseline ver-
sion using the Update Baseline button.All the current up-
dated planned data including the cost will be pushed to Fi-
nance ACDOCP again.
During the update, only the version of those work pack-
ages that are selected will be updated. The versions of
work packages that are not selected will be kept un-
changed.
24 Confirm the Go back and choose the Work Packages button. Once all Employees are successfully staffed to a work
Staffing Choose a work package to display the Details screen. package, the Staffing Status for the work package
changes to Staffed (green) or Partially Staffed (yellow).
The list of staffed employees is displayed.
In case, Advanced Resource Management - Project-Based
Switch to On in the Add Resource column to confirm the staffing.
Services (1KC) is activated, the Staff confirmation in the
Save the entries. Otherwise, you can switch to On in the Add Resource column directly Staffed Resource column will be switched off. In addition,
from the Team tab. if the multiple resources were assigned to one role, the

Step Name Fail /
# Com-
ment
multiple resources will be shown in Staffed Resource col-
umn. Please refer to Advanced Resource Management -
Project-Based Services (1KC) to perform the staffing.
4.6 Project Staffing Analysis (optional)
Test Administration
Business Role(s)
Context
This step is optional. In this step, the Project Manager can see all staffing demands accross all his projects.

Procedure

Step # Comment
1 Log on Log on to the SAP Fiori launchpad as a Project Manager The SAP Fiori launchpad is displayed.
- Commercial Services.
2 Access the SAP Fiori Open Project Staffing Analysis (F2902). The Project Staffing Analysis screen is displayed.
App
3 View Overall Project The overview page shows all the staffing demands and The following criterias can be used as filters :
Staffing Demands status accross the internal and customer project. ● Role
● Project
● Work Package
● Reguests Between
● Status
● Due By
● Work Package Duration
● Project Type
If you do not change, the standard view is used. Also you can change the dis-
play view by project to quickly view the specific project staffing details.
4 View Project Staff-ing Choose one staffing entry you are interested in. The de- The Work Package Overview screen is displayed.
Demands in Detail tailed staffing information will display.
You can also click button Show Effort Distribution to
see the current staffing proposals by months.
4.7 Capture Service Units (optional)
Test Administration

Business Role(s)
Purpose
In this optional step, the usage-based services are captured in a project as a base for billing.
The possible use cases are:
● Billing of licenses over a time period
● Billing of support tickets raised by the customer
● Billing of calls to a support hotline
The calls and tickets might be related to a maintenance contract with a base amount of support services. Services exceeding the base amount are additionally billed to the customer.
Procedure
Test Test Step Instruction Expected Result Pass / Fail

Step # Name / Com-
ment
1 Logon Log on to the SAP Fiori launchpad as a Cost Account- The SAP Fiori launchpad displays.
ant - Overhead.
2 Access the Open Enter Activity Allocation (KB21N). The Enter Direct Activity Allocation screen displays.
SAP Fiori
App
3 Capture On the Enter Direct Activity Allocation screen, select The Receiver WBS element is the work-package for which a Billing Plan for Usage-Based Bill-
Service Scrn Var. (screen variant) = WBS element/order and ing has been created (in this example: the work package Licenses).Document is posted. Ser-
Unit Input Type = List Entry. vice units (that is number of licenses sold to the customer in a certain period) are captured.
Make the following entries.
Doc. Date: Today
Postg Date: Today

Step # Name / Com-
ment
Send. CCtr: 24101902
SAty Typ: U001
Receiver WBS element: <For example,
I1000.1.4(Licenses)>
Total Quantity: 10 PC
Send. CCtr: 24101902
SAty Typ: U002
Receiver WBS element: <For example,
I1000.1.4(Licenses)
Total Quantity: 5 PC
Ignore the following warning message:
Pricing error: Mandatory condition
CACT is missing.
Choose Post and go back.
4.8 Maintain Customer Project Billing Proposal
Test Administration
Business Role(s)

Purpose
In this step, the customer project billing proposals can be maintained.
Prerequisites
The following Business Processes must be run before this step:

● Time Recording - Project-Based Services (J12)
● Service and Material Procurement - Project-Based Services (J13)
● Consumable Purchasing (BNX) (Optional)
Procedure

Step Name Fail /
# Com-
ment
1 Logon Logon to the SAP Fiori launchpad as Project Manager - Com- The SAP Fiori launchpad displays.
mercial Services.
2 Access the Open Release Billing Proposals. The system provides the customer project billing proposals filtered by due date (de-
SAP Fiori App fault filter).
3 Show details A list of Billing Proposals is displayed based on the default filter: The system displays a dialog box with the following information:
of Customer Billing Dates = Today ● Project Name
Project Billing
To display more information, choose the Project Name. ● Customer
Proposal
Note Project ID, Project name, Customer, Billing Type and/or ● Description
Billing Item can be used as filters.
● Start/End Date
● Service Organization
● Cost Center
● Sales Stage
Choose the Project Name in the dialog box to navigate to the Project Fact Sheet.

Step Name Fail /
# Com-
ment
4 Postpone Cus- Choose one or more Customer Project Billing Proposals. A dialog box is displayed.
tomer Project Choose the Postpone button.
Billing Pro-
posal – op-
tional
5 Enter Data Maintain the data and choose the OK button. The postponed Billing Proposal is removed from the filtered list.
New billing date : tomorrow
Reason : ex. Rework necessary
6 Preview Cus- Choose one or more Customer Project Billing Proposals. The Billing Proposal details are displayed.
tomer Project Choose the Edit button. Note If incompatible proposals are chosen, a dialog box displays an error message
Billing Pro-
explaining that the selected billing proposals cannot be billed together.
posal
7 Display Data According to the different billing item usage (fixed price, time For the fixed price, periodic service and payment on account billing items, the bill-
and expenses, periodic service, payment on an account, usage- ing amount is the value of the sales order billing plan (see the section on Maintain
based billing), different fields are displayed. The setting button Customer Project Billing).
can be used to personalize the layout of the screen. For the usage-based billing, the billing amount is the quantity posted in the Enter
Activity Allocation app, multiplied for the sales price (see the section on Capture
Service Unit).
For the Time and Expense billing item, the Billing Amount is calculated based on
the actual costs posted on the project. A list of service/expense items is displayed
with costs coming from the following business processes: Time Recording - Project-
Based Services (J12) and/or Service and Material Procurement - Project-Based Ser-
vices (J13) and/or Consumable Purchasing (BNX).
Note For the Time and Expense billing item, the non billable service will be indi-
cated via a new column and the amount to be billed will be automatically written off
for the same. This will not be changeable by the project manager
8 Postpone se- For the Time and Expense billing types only: The Billing Amount is changed.
lected items – Choose one of the customer project billing proposals. Actual For the Time and Expense billing types or Usage-based billing types, if the billing
optional
amount/quantity can be modified or postponed. Enter the proposal has not been totally released as some amount/quantity was postponed,

Step Name Fail /
# Com-
ment
amount to be written off/amount to be postponed or the quan- the amount/quantity to be written off can be viewed via clicking the button View
tity to be written off/quantity to be postponed to change the Written-off Items.
actual amount to be billed.
These changes are not automatically saved. The Approximate
Amount icon is shown near the Amount to be billed.
Click on the Update button to save the changes.
9 Defer after Choose one of the customer project billing proposals. You can Only the items before the specified service date are taken into account and billed to
date use the Defer after Date button to postpone all the items after a the customer.
specified service date.
4.9 Release Customer Project Billing Proposal
Test Administration
Business Role(s)
Purpose
In this step, the customer project billing proposal can be released.

Procedure
Test Test Step Name Instruction Expected Result Pass /

Step Fail /
# Com-
ment
2 Access the SAP Fi- Open Release Billing Proposals. The system provides the customer project
ori App billing proposals filtered by due date (de-
fault filter).
3 Release Customer Select the relevant Customer Project Billing Proposal and choose the Edit button.You can click on
Project Billing the Billing Item to display the billing instructions.
Proposal
Note In addition, you can add a note. This note will be visible in the Customer Invoice printout.
Check the values. Then choose the Release button.
Note There is also one option that several billing proposals cross different projects can be released
at one time via the Preview Mass Release button. The mass release function is vaild for three billing
types: Fixed Price, Periodic Service and Payment on Account. In addition, within one project the
DMR can be generated based on each project, each billing proposal or each billing type. Once the
billing proposals are released, one background job will be triggered. The detail log information can
be available via View Job button.
4 Check the Debit When the dialog box appears, choose OK. The Customer Project Billing Proposal is
Memo Request Optionally, you can choose the Open Editor to maintain the billing request (debit memo request) released.
(see the section Finalize and Release Billing Request). A billing request (debit memo request) is
created.
The business process Sales Order Pro-
cessing - Project-Based Services (J14) is trig-
gered. The billing process is started, and
bills are created and sent to the customer.
For more information, refer to the related
test script.
5 Optional: Create Select the relevant Customer Project Billing Proposal and choose the Edit button. You have the pos- The Customer Project Billing Proposal is
the debit memo re- sibility to decide whether you want to create the Debit Memo Request with or without billing block. released. A billing request (debit memo re-
quest in the Choose Create as blocked to create the Debit Memo Request with a billing block, then use the Fiori quest) is created in the blocked status.
blocked status App Release Billing Request to take out the billing block.
4.10 Schedule Release of Billing Proposals (Optional)
Test Administration
Business Role(s)
Purpose
In this step, the customer project billing proposals can be mass released as a schedule job.
Procedure
Test Test Step Instruction Expected Result Pass / Fail /

Step # Name Comment
2 Access the Open Schedule Release of Billing Proposals. The system lists detail logs for
SAP Fiori App previous released jobs.
3 Check Job The detail job logs are listed in the table. Choose one log for detail information.
Logs (Op-
tional)
4 Create A New Choose Create button to create a new schedule job.

Schedule Job Choose One Job Template and enter a Job Name. The default job template is Schedule Release of Billing Pro-
posals which can be referred to define your own template.

Test Test Step Instruction Expected Result Pass / Fail /
Step # Name Comment
Scheduling Options: Here you can define the Recurrence Pattern for the Job, such as Start Immeridately or
not, Recurrence Pattern daily, weekly or Monthly and whether on working day or not, etc.
Parameters: Here you can define the criterias which billing proposals will be selected for the scheduling job.
The parameters are such as: Project ID, Customer, Service Organization, Bill-ing Date and whether including
Fixed Price, Payment on Account and Periodic Service.
Setup Options: Here you can define whether the DMR can be generated based on each pro-ject, each billing
proposal or each billing type. In addition, it can define whether the DMR is created with block or not.
.
5 Schedule Re- Choose the Check button to see whether necessary paratmers are selected to be able to sched-ule the job. A scheduling job is set up accord-
leasing Job There is a error message if some necessary paratmers are missing. ing to defined parameters and
Choose the Schedule button to setup a scheduling job which will be run according to defined paramters and patterns.
patterns.
4.11 Finalize and Release Billing Request
Test Administration
Business Role(s)

Context
This is an optional step. You can use the Billing Request Editor to edit the debit memo request or to remove the blocked status.
Procedure

Step # / Comment
1 Logon Logon to the SAP Fiori launchpad as a Project Manager - Commer- The SAP Fiori launchpad displays.
cial Services.
2 Access the SAP Fiori In the Project Management - Customer Projects group, select Re- The system provides the list of billing requests created as blocked.
App lease Billing Request.
3 Release Customer Double-click the relevant customer project billing request. You proceed to the Billing Request Editor to edit the debit memo re-
Project Billing Pro- quest.
posal
4 Manage the Debit In the Billing Request Editor, the WIP Selection screen appears. On the WIP Selection screen, you have reviewed the summary of
Memo Request – WIP The summary of costs is displayed. costs or disaggregated the data on a very detailed level.
Selection
You can analyze the costs using different criteria. In the Group-
ingsubscreen, choose Add criteria and select another characteris-
tic to further analyze the proposed values.
Choose another characteristic and choose Apply.
5 Manage the Debit In the Billing Request Editor, choose Next to proceed to the Ac- On the Accrual screen, you can add more line items to the debit
Memo Request – Ac- crual screen. memo request, for example, one-time credits or cloud revenues.
crual Screen
Click on Add Line in the lower part of the screen to add additional
line items to the Debit Memo request.
Category ID : Cloud Revenue
Net Value : Enter an amount
6 Manage the Debit In the Billing Request Editor, choose Next to proceed to the Value On the Value screen, you can group the items and review the valua-
Memo Request – screen. tion as defaulted through pricing, on the basis of the DMR lines after
Value Screen the postponement and accruals are added.
Final values are proposed.
Prices can be adjusted as required for the customer invoice.

Step # / Comment
In the Grouping subscreen, choose Add criteria and select another
characteristic to further analyze the proposed values.
Change or smooth pricing of single line items if needed for the cus-
tomer invoice.
Choose another characteristic and choose Apply.
7 Manage the Debit In the Billing Request Editor, choose Next to proceed to the Billing On the Billing screen, the final bill presentation is defined.
Memo Request – Bill- screen.
ing Screen
8 Create the Debit In the Billing Request Editor, choose Save and Release. A billing request (debit memo request) is created.
Memo Request The business process Sales Order Processing - Project-Based Services
(J14) is triggered. The billing process is started, and bills are created
and sent to the customer.
For more information, refer to the related test script.
4.12 Review Customer Project
Test Administration
Business Role(s)

Purpose
In this step, the customer project KPIs are analyzed.
Procedure

Step # Comment
2 Access the SAP Fiori App Open Review Customer Projects (F1659). The system provides the list of customer pro-
jects. Only projects with status In Execution
are displayed.
3 Check Customer Projects On the Customer Projects list, check the relevant information for your project. You can analyze the current situation of the
customer projects.
You can select a specific project to start to
monitor it in detail.
4 Choose a Customer Pro- Check the Forecast Month for your project. If necessary, use the Set Forecast Month The core KPIs for project monitoring are dis-
ject and view Monitoring button to set the review period to the current month, then select the > button to played.
Details start monitoring this project.
On the Review Customer Projects screen, the core KPIs for project monitoring are
available for detailed analysis.
The analysis per work package is available; the remaining effort for Work Item and
Resource and/or the remaining costs for Expense types can be updated.
When saving, the PoC is recalculated.
Once the review is completed, set the Forecast Status to Completed and Save.
5 Maintain Project Status for On the Review Customer Project screen, select the Project Status folder. The status is maintained.
the Customer Project To maintain the status, choose the + button, enter the status and save.
Enter today's status for the following KPIs: Overall Status, Budget, Staffing, Execu-
tion.
6 Compare Versions On the Review Customer Project screen select the Version Folder . The comparison between the Actual version
and the Baseline version is available.

4.13 Set Project Status (Completed)
Test Administration
Business Role(s)
Purpose
In this step, the status of the customer project is set to Completed.
Procedure

Step # Comment
1 Log on Logon to the SAP Fiori launchpad as a Pro- The SAP Fiori launchpad displays.
ject Manager - Commercial Services.
2 Access the SAP Fiori App Choose Plan Customer Projects. The Customer Project screen is displayed.
Projects assigned to the Customer Project Manager are displayed.
3 View Projects Header Data and Choose project I-1000. Project I-1000 is displayed.
Choose a Customer Project to Edit
4 Edit Project Choose the Edit button to edit project infor- You can now make changes to the project.
mation.

Step # Comment
5 Change the Project Status Make the following entry and choose Save. This stage indicates that work has been completed and delivered, but fi-
Stage: Completed nancial settlements (customer/supplier invoices) are still pending.
4.14 Close Customer Projects
Test Administration
Business Role(s)
Context
In this step, the customer project is closed.

The following Business Processes must run before this step:
● Event-Based Revenue Recognition - Project-Based Services (1IL)
● Profitability and Cost Analysis (J55)

Procedure

Step # Comment
1 Logon Logon to the SAP Fiori launchpad as a Project Manager - The SAP Fiori launchpad displays.
Projects assigned to the Customer Project Man-
ager are displayed.
3 View Projects Header Data and Choose a Cus- Choose project I-1000. Project I-1000 is displayed.
5 Change the Project Status Make the following entry and choose Save. When a project is closed, financial postings are
Stage: Closed no longer possible.
4.15 Reset Project Status to Completed (Optional)
Test Administration
Business Role(s)

Context
In this step, the status of the customer project is set to Completed again.
Procedure

Step # Comment
1 Logon Logon to the SAP Fiori launchpad as aProject Manager - The SAP Fiori launchpad displays.
Projects assigned to the Customer Project Man-
ager are displayed.
3 View Projects Header Data and Choose a Cus- Choose project I-1000. Project I-1000 is displayed.
5 Change the Project Status Make the following entry and choose Save.
Stage: Completed

5 Appendix
This chapter provides a detailed procedure for Human Capital data preparation (like employee, employment and Service Cost Level) for Project Based Services solution. Additional Employees
can be imported in the system.
When the data is available, you can start the project based solution scope items like Customer Project Management - Project-Based Services(J11), Time Recording - Project-Based Services(J12),
Service and Material Procurement - Project-Based Services(J13), Sales Order Processing - Project-Based Services(J14), Internal Project Management - Project-Based Services(1A8),Intercompany
Processes - Project-Based Services 16T and Time Recording - Project-Based Services(1KC).
5.1 Prepare Employee CSV File for Upload
Test Administration
Business Role(s)
Procedure

Step # Name / Com-
ment
1 Logon Logon to the SAP Fiori launchpad as an HR Infor- The SAP Fiori launchpad displays.
mation Administrator.
2 Access the Fi- Open Import Employees. The Import Employees screen displays.
ori App
Appendix © 2018 SAP SE or an SAP affiliate company. All rights reserved. 53
Step # Name / Com-
ment
The App is used to create users and upload employees, employment, and Service Cost
Level information.
3 Check con- Check the following two parts in the screen:

tents of the The first part is used to download the template and
screen
the second part to import data.
Drag the Import Type drop box. There are four op-
tions:
● Employee and Employment Import
● Service Cost Level
● Basic Employee Import
● Employee Skill Tag Import
4 Choose Delim- Choose Delimiters between comma and semicolon. The CSV files are created or stored based on the List Separator settings (subject to your
iters computer settings).
For example, in India, the default separator is comma (,) and in Germany, the default sepa-
rator is semicolon (;).
5 Download Choose Download Templates. The templates are downloaded based on the selection of the delimiter.
Templates For example, if the user selects comma (,) then the templates are downloaded with comma
as a separator.
Download Complete Notification screen displays the message You can find the down-
loaded templates in the Downloads folder : Employee Data and Employment Data. For
more information, please refer to the app description in the help.sap.com.
6 Use the Tem- Use the templates (as covered in the following sec-
plate to cus- tions) to prepare your customized employee/employ-
tomize ment and Service Cost Level csv file.
Save the customized file and copy the path where the
customized file is stored.
Note Do not log off from the SAP S/4HANA system as
you would need to resume once you are done with
adapting the templates.

Note The Adapt the employee data template, Adapt the employment data template, and Adapt the service cost level template steps are not performed in the SAP S/4HANA system.
Adapt the Employee Data Template
In case you cannot download the template, a template table is provided below for your reference. All mandatory fields are with asterisk (*) and sample values. All required formats of the input
data and constant options of the field are maintained in the column header.
You can create a customized file for upload.
Note that you can create employees from scratch or you can also update the data such as phone number and e-mail of the existing employee. If the user name field is empty for the uploading
employees, the employee can not be created.
For existing employee, you can maintain the Employee Skill Tag. If Resource Management function is activated, system can match resource requests with resource automatically by considering
his/her skills.
For contingent worker, you would need to fill some payment data in the import file in order to have the Vendor generated. Even if you prefer not to maintain bank information for vendors be-
cause you would be paying through check/cash, still you would need to maintain the payment method.
Additionally you will need to fill the Language field, if not already done.
Here is the Employee data template:
*Per- UserNam * *Busi- Sup- *F * Per- Gen Email Pho Mo- L Ban B SWI Ba IB Payment- Pay Ban Ban SkillTags
sonEx- e ness- plier irs La son der- Ad- ne- bile- an kCo a FTC nk A Method(T me kAc kCo (comma sepa-
ternalID Partner- [*for tN st Full Cod dress Nu Pho- gu un- n ode Ac- N [Bank ntC coun ntro rated.Eg:SkillTa
Role BBP a N Na e(1/ mbe ne- ag try k cou Trans- ur- tHol lKe g1,SkillTag2,Ski
(BUP003 005] m a me 2) r Num- e nt fer]/C[Ch ren der- y llTag3)
[Em- e m ber eque]/X[C cy Nam
ployee]/ e ash]) e
BBP005[
Service
Per-
for-
mer]/BB
P010[Fre
elancer])
INTSER INTSER BUP003 A LI an.li E
VPERF2 VPERF2 N @sap N
410 410 .com
EXTSER EXTSER BBP005 243 LI A li.an E

VPERF2 VPERF2 000 N @sap N
410 410 01 .com

Adapt the Employment Data Template
data and constant options of the field are maintained in the column header.
You can create a customized file for upload.
Note The PersonExternalID here must be the same as maintained in the Employee Data file.
Here is the Employment data template:
*PersonExternalID *StartDate(YYYYMMDD) *EndDate(YYYYMMDD) *Work- Compa- CostCenter Work- Week- Week- Service- ManagerPer-
Agreement- nyCode ingTim lyWork- lyWork- CostLevel sonExternalID
Status(0[In- ePer- ingHours( Days
ac- centag hh)
tive],1[Ac- e
tive])
INTSERVPERF2410 20000805 99991231 1 2410 24101902 100 30 5 Man-
ager_HRINFO
EXTSERVPERF2410 20000805 99991231 0 2410 24101902 100 30 5 Man-

ager_HRINFO
Adapt the Service Cost Level Template

1. Field ManagerPersonExternalID must be maintained if for example Line Manager is the approver for non-project related time recording.
2. When you upload employment data for line manager, please make sure the manager's employment start date should be earlier than employee's employment start date.
3. Field CostCenter should also be maintained.
data and constant options of the filed are maintained in the column header.
You can create a customized file for upload. The PersonExternalID here must be the same as maintained in Employee and Employment Data file. The Service Cost Level can only be uploaded
after a successful Employee/Employment data upload.
*PersonExternalID PersonWorkAgreementExternalID CompanyCode StartDate(YYYYMMDD) *ServiceCostLevel

INTSERVPERF2410 INTSERVPERF2410 2410 5
INTSERVPERF2410 INTSERVPERF2410 2410 3

Adapt Employee Skill Tag Import Template
For existing employees, you can upload templates with import type Employee Skill Tag Import. To add a new skill, in column *Operation(A-Append/O-Overwrite), please choose A. To overwrite,
please choose O.
Table 2:
*PersonExternalID SkillTags(comma separated.Eg:SkillTag1,SkillTag2,SkillTag3) *Operation(A-Append/O-Overwrite)
EXTSERVPERF2410 ABAP,FI,LOGISTICS A
EXTSERVPERF2410 ABAP,FI,LOGISTICS A
INTSERVPERF2410 JAVA,CO A
INTSERVPERF2410 JAVA,CO A
Continue with the following steps in the SAP S/4HANA system:

Step Fail /
# Comment
7 Import customized Employee/Employ- Choose Import Type=Employee and Employment Import. In Import Based on the selected delimiter, the user has to
ment data Data(.csv), choose Browse under Employee Data and Employment Data upload the files.
to upload customized Employee data with the path copied in step 5 For example, if the user selects the comma (,) as
(path to store the customized file). delimiter and tries to upload the semicolon (;)
In Import Name, enter te import name and then choose Import. separated template, you would see an error in
the log.
Once the upload is done, an appropriate mes-
sage displays in the message box.
8 Monitor Employee Imports After importing, the system directs you to the Monitor Employee Im-
ports screen from where you can monitor whether the upload is in pro-
cess or completed.
Set the filter to filter out the import result.

Under variant Standard, for Severity, check the following status:
● Canceled
● Error
● Warning
Step Fail /
# Comment
● Information
● Success
For calendar Date From-To, choose the date when the import hap-
pens. The first click in calendar is Date from, the second click is Date
To.
Choose Go in the right upper menu.
Check the Application Log. Depending on the import status, below status is
shown under Severity field.
● Canceled
● Error
● Warning
● Information
● Success
You can select and double-click your import
name row to check the log.
9 Import customized Service Cost Level In the SAP launch pad, open Import Employees.
file and Employee Skill Tag Import Choose Import Type=Employee and Employment Import. In Import
Data(.csv), choose Browse under Service Cost Level to upload custom-
ized Service Cost Level file with the path copied in step 5 (path to store
the customized file).
Input Import name in the box under Import Name, then choose Import.
Choose Import Type=Employee Skill Tag Import, then in Import
Data(.csv), choose Browse under Employee Skill Tag Import to upload
customized Employee Skill Tag Import file with the path copied in step 5
(path to store the customized file).
Enter Import name in the box under Import Name, then choose Import.
10 Monitor Imports for Service Cost Level After importing, the system directs you to the Application Logs screen
and Employee Skill Tag Import from where you can monitor whether the upload is in process or com-
pleted.

Step Fail /
# Comment
Set the filter to filter out the import result. Under variant Standard, for
Severity,check all the status:
● Canceled
● Error
● Warning
● Information
● Success
For calendar Date From-To, choose the date when the import hap-
pens. The first click in calendar is Date from, the second click is Date
To.
Choose Go in the upper-right menu.
Check the Application Log. Depending on the import status, one of the fol-
lowing displays in the Severity field.
● Canceled
● Error
● Warning
● Information
● Success
You can select and double-click your import
name row to check the log.
11 Log onto SAP S/4HANA system with Log onto the SAP Fiori Launchpad. 1. The created/updated information of the em-
the newly created employee ID to check User : < PersonalExternalID > ployees and contingent workers/external con-
if employee upload is executed success- sultant must be visible in the respective em-
fully. Password : Initial1!
ployee Factsheet.
Note Initial1! is the initial password for the newly created employee.
2. The user created from the CSV upload must
Caution You must change this password for security reasons. be able to log on to the launchpad successfully.

5.2 Using Scope Item J11 in a 2-Tier Scenario
The Processes J11 and J14 can be a part of the two-tier scenario “Procurement of Project Services from Subsidiaries by Headquarter”, in which a headquarter can procure project services from a
subsidiary.
Details on this scenario can be found within Customer Guide “S4CLD1811_Two Tier ERP_Project Services Procurement_EN.docx”, which can be found within 2-Tier ERP Assets (User Guides,
Templates etc.) in the section “2-Tier” of the SAP Best Practices Explorer (https://rapid.sap.com/bp) SAP S/4HANA > Cloud > SAP Best Practices for SAP S/4HANA Cloud > Solution Scope .
Choose 2-Tier ERP from the dropdown list.

Typographic Conventions
Type Style Description
Example Words or characters quoted from the screen. These include field names, screen titles, pushbuttons labels, menu names, menu paths, and menu options.
Textual cross-references to other documents.
Example Emphasized words or expressions.
EXAMPLE Technical names of system objects. These include report names, program names, transaction codes, table names, and key concepts of a programming language when
they are surrounded by body text, for example, SELECT and INCLUDE.
Example Output on the screen. This includes file and directory names and their paths, messages, names of variables and parameters, source text, and names of installation,
upgrade and database tools.
Example Exact user entry. These are words or characters that you enter in the system exactly as they appear in the documentation.
<Example> Variable user entry. Angle brackets indicate that you replace these words and characters with appropriate entries to make entries in the system.
EXAMPLE Keys on the keyboard, for example, F 2 or E N T E R .

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Customer Project Management - Project-Based Services (J11_ES) PUBLIC

Purpose © 2018 SAP SE or an SAP affiliate company. All rights reserved. 1

Customer Project Management - Project-Based Services

Customer Project Management - Project-Based Services (J11_ES) PUBLIC

Customer Project Management - Project-Based Services (J11_ES) PUBLIC

2.1 Additional Manual Configuration

2.2 System Access

Business Role Business Role as Delivered by SAP Log On

Cost Accountant - Overhead SAP_BR_OVERHEAD_ACCOUNTANT

Customer Project Management - Project-Based Services (J11_ES) PUBLIC

Data Sample Value Details Comments

Cost Center Csltg Unit A 24101902

Profit Center Consulting Unit A YB101

Customer Domestic Customer 2 24100002

Customer Project Management - Project-Based Services (J11_ES) PUBLIC

BNM Create Cost Center and Cost Center Group

BND Create Customer

BNN Create Activity Type and Activity Type Group

3KW Cost Rates - MDS

2.5 Preliminary Steps

Customer Project Management - Project-Based Services (J11_ES) PUBLIC

Test Test Step Instruction Expected Result Pass/Fail/Com-

Customer Project Management - Project-Based Services (J11_ES) PUBLIC

Test Test Step Name Instruction Expected Result Pass/Fail/Com-

3 Check Cost Rate with Selec- Make the following entries:

Customer Project Management - Project-Based Services (J11_ES) PUBLIC

6 Save Click Save. Additional cost rates are created.

2.5.3 Check Sales Price

This step describes how to check the sales price.

Test Step Test Step Name Instruction Expected Result Pass/Fail/Com-

Customer Project Management - Project-Based Services (J11_ES) PUBLIC

2.5.4 Check and Maintain Service Organizations

Test Test Step Name Instruction Expected Result Pass/Fail/Com-

Customer Project Management - Project-Based Services (J11_ES) PUBLIC

Customer Project Management - Project-Based Services (J11_ES) PUBLIC

Process Step Business Role Transaction/App Expected Results

Customer Project Management - Project-Based Services (J11_ES) PUBLIC

4.1 Analyze Customer Project (optional)

Customer project: Fill in the project-specific parts.

Customer Project Management - Project-Based Services (J11_ES) PUBLIC

Test Test Step Name Instruction Expected Result Pass / Fail /

● Project name and ID

● Project Name ● General Information and main contacts

● Customer ● Financial and Work performance

● Description ● List of work packages

● Start/End Date ● Project team with the staffed employees (select

4.2 Maintain Customer Project

4.2.1 Create a New Customer Project

Customer project: Fill in the project-specific parts.

Customer Project Management - Project-Based Services (J11_ES) PUBLIC

Test Test Step Name Instruction Expected Result Pass / Fail /

Cost Center : Csltg Unit A

7 Save your entries Choose the Save button. Project is saved.

4.2.2 Copy a Project as Basis for New Project

Customer project: Fill in the project-specific parts.

Customer Project Management - Project-Based Services (J11_ES) PUBLIC

Test Test Step Name Instruction Expected Result Pass / Fail /

4.3 Maintain Work Packages and Time Based Planning

Customer project: Fill in the project-specific parts.

Customer Project Management - Project-Based Services (J11_ES) PUBLIC

Test Test Step Instruction Expected Result Pass /

Customer Project Management - Project-Based Services (J11_ES) PUBLIC

9 Repeat step 6 using the following values: The message