211 BB ConfigGuide en US Time Recording
Comments
Description
EHP4 for SAP ERP 6.0 June 2010 English Time Recording (211) Building Block Configuration Guide SAP AG Dietmar-Hopp-Allee 16 69190 Walldorf Germany SAP Best Practices Time Recording (211): Configuration Guide Copyright © 2010 SAP AG. All rights reserved. No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP AG. The information contained herein may be changed without prior notice. Some software products marketed by SAP AG and its distributors contain proprietary software components of other software vendors. Microsoft, Windows, Excel, Outlook, and PowerPoint are registered trademarks of Microsoft Corporation. IBM, DB2, DB2 Universal Database, System i, System i5, System p, System p5, System x, System z, System z10, System z9, z10, z9, iSeries, pSeries, xSeries, zSeries, eServer, z/VM, z/OS, i5/OS, S/390, OS/390, OS/400, AS/400, S/390 Parallel Enterprise Server, PowerVM, Power Architecture, POWER6+, POWER6, POWER5+, POWER5, POWER, OpenPower, PowerPC, BatchPipes, BladeCenter, System Storage, GPFS, HACMP, RETAIN, DB2 Connect, RACF, Redbooks, OS/2, Parallel Sysplex, MVS/ESA, AIX, Intelligent Miner, WebSphere, Netfinity, Tivoli and Informix are trademarks or registered trademarks of IBM Corporation. Linux is the registered trademark of Linus Torvalds in the U.S. and other countries. Adobe, the Adobe logo, Acrobat, PostScript, and Reader are either trademarks or registered trademarks of Adobe Systems Incorporated in the United States and/or other countries. Oracle is a registered trademark of Oracle Corporation. UNIX, X/Open, OSF/1, and Motif are registered trademarks of the Open Group. Citrix, ICA, Program Neighborhood, MetaFrame, WinFrame, VideoFrame, and MultiWin are trademarks or registered trademarks of Citrix Systems, Inc. HTML, XML, XHTML and W3C are trademarks or registered trademarks of W3C®, World Wide Web Consortium, Massachusetts Institute of Technology. Java is a registered trademark of Sun Microsystems, Inc. JavaScript is a registered trademark of Sun Microsystems, Inc., used under license for technology invented and implemented by Netscape. SAP, R/3, SAP NetWeaver, Duet, PartnerEdge, ByDesign, Clear Enterprise, SAP BusinessObjects Explorer, and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP AG in Germany and other countries. Business Objects and the Business Objects logo, BusinessObjects, Crystal Reports, Crystal Decisions, Web Intelligence, Xcelsius, and other Business Objects products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP France in the United States and in other countries. All other product and service names mentioned are the trademarks of their respective companies. Data contained in this document serves informational purposes only. National product specifications may vary. These materials are subject to change without notice. These materials are provided by SAP AG and its affiliated companies ("SAP Group") for informational purposes only, without representation or warranty of any kind, and SAP Group shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP Group products and services are those that are set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty. © SAP AG Page 2 of 30 SAP Best Practices Time Recording (211): Configuration Guide Icons Icon Meaning Caution Example Note Recommendation Syntax Typographic Conventions Type Style Description Example text Words or characters that appear on the screen. These include field names, screen titles, pushbuttons as well as menu names, paths and options. Cross-references to other documentation. Example text Emphasized words or phrases in body text, titles of graphics and tables. EXAMPLE TEXT Names of elements in the system. These include report names, program names, transaction codes, table names, and individual key words of a programming language, when surrounded by body text, for example, SELECT and INCLUDE. Example text Screen output. This includes file and directory names and their paths, messages, source code, names of variables and parameters as well as names of installation, upgrade and database tools. EXAMPLE TEXT Keys on the keyboard, for example, function keys (such as F2) or the ENTER key. Example text Exact user entry. These are words or characters that you enter in the system exactly as they appear in the documentation. <Example text> Variable user entry. Pointed brackets indicate that you replace these words and characters with appropriate entries. © SAP AG Page 3 of 30 ............ 11 3.................................8 3...................................3....................................................................................1....... SD....2 Actions for CATS..... IO and CO..........2.................5 User Group Dependency on Menus and Info Groups................12 Define Counting Rules...........11 3...............12 3..............20 Page 4 of 30 .................3 HCM Time Management........................................3......................1.......................... 8 3.........................3......3.............................................14 3......................................................16 3.................................. PS..........................1...1.............2 Assign Employee Subgroup to Employee Group..........................................1................................. 9 3.........1.....................6 3...........................17 3.........................1 3 Prerequisites.............................................6 Generate Work Schedules Manually..3 Personnel Action Types.......................................................1...1................................2 Define Daily Work Schedules..4 Define Employee Subgroup Groupings............ 6 3..11 Group Personnel Subareas for Time Quotas... SD..................................1 User Group Dependency on Menus and Info Groups...2..............20 3.5 Set Work Schedule Rules and Work Schedules............................................... PS......................................................................................... 6 3....................1..................19 3.. 7 3..........13 Assign Counting Rules to Attendance Type 0800.3........3....................1................................2 InfoGroup.......3...................................................................1.... 20 3.............1.......................................................................10 Group Employee Subgroup for Time Quotas................................................1......................................13 3...... IO)...............................................1.................................................3......2.........................................3.............................................. 6 2 Preparation.............................SAP Best Practices Time Recording (211): Configuration Guide Content Time Recording: Configuration Guide..........13 3..3.................................................1..............1 General HCM-Customizing Settings..........1.....................................2..........3...................................................1...2........................17 3.................................................1 © SAP AG Set up Data Entry Profiles (YBCS..........................7 Define Counting Classes for the Period Work Schedules.... 11 3..........1.1...................1..............................2.......................15 3........................ 8 3.....18 3........1 Enterprise Structure............2...7 3.................................4 Create Reasons for Personnel Actions..3.............3....1 Group Personnel Subareas for the Work Schedule......10 3...............1......................................................19 3..............................................................................................................................1..2 Actions.................................................. 6 1 Purpose.1.............1.............................................1.........9 Define Attendance Types...10 3...........2... 6 2...... 6 Configuration...............6 Action Menu...............1 Time Sheet for CATS Profiles YBCS.........1..........................1..........3 Define Period Work Schedules....15 3.............8 Group Personnel Subareas for Attendances and Absences.........1 Employee Subgroups............... ............................1....... PS..1.......................2..................2........................1...... YBPS......SAP Best Practices Time Recording (211): Configuration Guide 3...4 Define Rejection Reasons...............29 3.......2..............3....................1 Change User Settings UGR 10. IO... SD...30 Page 5 of 30 ....2 Set Up Transport Connection......................................3.......3 Prepare HCM Master Data............1............................................. YBIO.............................3 Maintain Number Range Intervals for Personnel Numbers...................................... YBSD.1.....1...........29 3................. CO)......................3.1.. YBCO) 22 3..3.............1...........28 3......29 3. 29 3.....1.....2 Set up Data Entry Profiles – CATS regular (YBCS...............................1 © SAP AG Settings for CATS and Travel........1...3 Choose Fields (YBCS.....22 3... 1 Prerequisites Before you start installing this building block.1 General HCM-Customizing Settings 3.1. For more information. The matrix (an Excel file) is linked on the solution's DVD/website in one of the following two locations: Content Library Site Map 3 Configuration 3. see the Building Block Prerequisite Matrix for Baseline.SAP Best Practices Human Capital Management: Configuration Guide Time Recording: Configuration Guide 1 Purpose This configuration guide provides you with the information you need to set up the configuration of this building block manually. 2 Preparation 2. you must install prerequisite building blocks. If you do not want to configure manually and prefer an automated installation process using BC Sets and other tools. located on the SAP Note. refer to the SAP Best Practices Quick Guide.1 Enterprise Structure The enterprise structure for HCM was created in Building Block 101: Personnel area Personnel area text Personnel sub area Pers. sub area text Company code Company name 1000 Region 1000 1010 City 1 1000 Company Code 1000 1000 Region 1000 1020 City 2 1000 Company Code 1000 1100 Region 1100 1110 City 3 1000 Company Code 1000 1100 Region 1100 1120 City 4 1000 Company Code 1000 © SAP AG Page 6 of 30 . On the Choose Activity screen. Access the activity using one of the following navigation options: Transaction Code SPRO IMG Menu Enterprise Structure Assignment Human Resources Management Assign employee subgroup to employee group 2. you determine whether the employee group/employee subgroup combinations are allowed for the country groupings. Procedure 1.1. These definitions are what constitute the Personnel Structure. In addition to this.1.SAP Best Practices 3.1. create the following entry: Employee group Employee subgroup Country grouping Name of HR country grouping Allowed 1 Y1 10 USA X © SAP AG Page 7 of 30 . you assign your employee subgroups to their respective employee groups.2 Assign Employee Subgroup to Employee Group Use In this step. select the Define employee subgroup activity. On the Change View ”Country Assignment for Employee Group / Subgroup”: Overview screen. Access the activity using one of the following navigation options: Transaction Code SPRO IMG Menu Enterprise Structure Definition Human Resources Management Employee Subgroups 2. Procedure 1.1 Human Capital Management: Configuration Guide Employee Subgroups Use The employee subgroup represents a subdivision of the employee group.1. On the Change View ”Employee subgroup”: Overview screen. create the following entry: Employee subgroup Name of EE subgroup Y1 Salaried FT-Exempt 3. SAP Best Practices Human Capital Management: Configuration Guide Important note for localization: The value for country grouping must be set according to the country you localize. Menu type Menu User-dep. user group Text 01 Hire Mini Master Record InfoGroup Use In this step. select the User Group Dependency on Menus and Info Groups activity.2 Reaction Ref.2 Actions 3.2.1 User Group Dependency on Menus and Info Groups Use In this step. the info group YB is defined that is processed when the action Hire Mini Master Record is carried out. 3. The info groups can be defined so that they are dependent on the user group (user parameter "UGR"). Page 8 of 30 . 3. Access the activity using one of the following navigation options: Transaction Code SPRO IMG Menu Personnel Management Personnel Administration Customizing Procedures Actions Define infogroups 2. Access the activity using one of the following navigation options: Transaction Code SM30 Menu System Services Table maintenance Extended table maintenance V_T588C 2. Reaction Ref. Choose menu type G.1. On the Choose Activity screen. G YB X 3. enter and save the following: Menu © SAP AG Text User-dep. the info group YB is defined.1. Procedure 1.2. In this case the value of the user group is 10. Procedure 1. Entry table VV_T588C_G_AL0 and make a check on User-dep.1. 1. select the Info Group activity and enter the following information: Info Group User group No Operation Infotype Infotype text Subtype YB 10 01 INS 0000 Actions YB 10 02 INS 0001 Organizational Assignment YB 10 03 INS 0002 Personal Data YB 10 04 INS 0007 Planned Working Time YB 10 05 INS 0017 Travel Privileges YB 10 06 INS 0315 Time Sheet Defaults Important note for localization: Using value ‘01’ for field ‘Ref. On the Choose Activity screen.SAP Best Practices YB Human Capital Management: Configuration Guide Hire Mini Master Record X _blank 01 3.3 Personnel Action Types Use In this step. On the Change View ”Personnel Action Types”: Overview screen. choose the Personnel Action Types activity choose the Choose button. the personnel action type is defined that represents the personnel processes in your enterprise. This means that within the personnel action Hire Mini Master Record. 3. Again on the Choose Activity screen. Procedure 1. pymt Check P PA EG ES IG U0000 U0302 Page 9 of 30 .’ in customizing settings above is not a matter of localization. enter the following: Action type © SAP AG Name of action type FC Employment Spec.2. Access the activity using one of the following navigation options: Transaction Code SPRO IMG Menu Personnel Management Personnel Administration Customizing Procedures Actions Set up personnel actions 2. all the infotypes that must be maintained when hiring a new employee are displayed automatically to the personnel administrator for processing. enter the following: Menu type Menu Text User-dep. Access the activity using one of the following navigation options: Transaction Code SPRO IMG Menu Personnel Management Personnel Administration Customizing Procedures Actions Create reasons for personnel actions 2. On the Change View ”Reason for Action”: Overview screen. On the Change View ”User Group Dependency on Menus and Info Groups”: Overview screen.1. select the User Group Dependency on Menus and Info Groups activity and choose the Choose button. 01 Page 10 of 30 .5 Name of reason for action User Group Dependency on Menus and Info Groups Use The purpose of this activity is to assign the menu and info group you need to work with to the user group 10 Procedure 1.reason YB Hire Mini Master Record _blank 3.SAP Best Practices YB Hire Mini Master Record 3.4 Human Capital Management: Configuration Guide 1 3 1 _blank x x x x YB x x Create Reasons for Personnel Actions Use In this step. Procedure 1. On the Choose Activity screen. Access the activity using one of the following navigation options: Transaction Code SPRO Menu Personnel Management Personnel Administration Customizing Procedures Actions Change action menu 2. M 01 Actions checked © SAP AG Reaction Ref. enter the following: Action Name of action type Act.2.1.2. the reasons for actions are determined. Choose Enter.1 Group Personnel Subareas for the Work Schedule Use In this step. Procedure 1. Access the activity using one of the following navigation options: Transaction Code SPRO IMG Menu Time Management à Work Schedules à Personnel Subarea Groupings à Group Personnel Subareas for the Work Schedule 2.6 Human Capital Management: Configuration Guide Action Menu Use In this step.3 HCM Time Management 3. On the Choose Activity screen.SAP Best Practices 3. Access the activity using one of the following navigation options: Transaction Code SPRO Menu Personnel Management Personnel Administration Customizing Procedures Actions Change action menu 2. 3.1. a menu of actions is defined which appears if the user chooses the function "Personnel actions" in HR master data maintenance.3. you group your personnel areas and personnel subareas for work schedules for your country. select the Action Menu and choose the Choose button.1.1. enter the following: Menu Type Menu Usergroup Serial Number Action Name of action type M 01 10 01 YB Hire Mini Master Record 3. On the Determine Work Area Entry screen. Make the following entry for your country: (10 USA) Personnel area Personnel subarea PS grouping 1000 1010 10 1000 1020 10 © SAP AG Page 11 of 30 . The purpose of this activity is to define an action menu with only one action ‘hiring action’. Procedure 1.2. 00 Planned working time Normal working time Daily WS class 0 08:00 – 24:00 08:00 – 16:00 5 Important note for localization: The values for PS grouping and DWS grouping should be equivalent. by entering the planned working time. you © SAP AG Page 12 of 30 . 3.5. Important note for localization: The value(s) for this step should be chosen appropriate to your local situation.00 10 YB01 Flextime 8.3. The system calculates the planned hours for one day.3. Make the following entry: DWS grouping Daily work schedule Daily work schedule text Planned working hours 10 YB00 Off 0.1.1. Access the activity using one of the following navigation options: Transaction Code SPRO IMG Menu Time Management à Work Schedules à Daily Work Schedules à Define Daily Work Schedules 2. If you choose different values for PS grouping and DWS grouping.2 Define Daily Work Schedules Use In this step. The values you choose must be used in the next step 3. you define daily work schedules for your enterprise. taking the break schedule into consideration.SAP Best Practices Human Capital Management: Configuration Guide 1100 1110 10 1100 1120 10 Important note for localization: The value for PS grouping should be chosen equivalent to country grouping. Procedure 1. 3 Define Period Work Schedules Use In this step.1.3.3.3. Procedure 1.2 and 3. 3.SAP Best Practices Human Capital Management: Configuration Guide need to match this new combination of values in IMG Group Personnel Subareas for the Daily Work Schedule.3. Access the activity using one of the following navigation options: Transaction Code SPRO IMG Menu Time Management à Work Schedules à Work Schedule Rules and Work Schedulesà Define Employee Subgroup Groupings 2.4 Define Employee Subgroup Groupings Use The employee subgroup grouping for work schedules allows you to group several employee subgroups and base their work schedules on the same rules.1.1.3 must be equivalent. Group Employee Subgroups for Work Schedules Country grouping 10 © SAP AG Page 13 of 30 . Make the following entry: DWS grouping PWS Period WS text Week 01 02 03 04 05 06 07 10 YB00 Flextime 001 YB01 YB01 YB01 YB01 YB01 YB00 YB00 Important note for localization: The values for DWS grouping in 3.1. 3. Access the activity using one of the following navigation options: Transaction Code SPRO IMG Menu Time Management à Work Schedules à Period Work Schedules à Define Period Work Schedules 2. you create period work schedules by specifying the sequence of daily work schedules for a work schedule for one or more weeks. Procedure 1. 5 Set Work Schedule Rules and Work Schedules Use In this step. Procedure 1. date for PWS Start point in PWS Rule for day types 01/01/ <current FY> YB00 01/01/1990 001 01 3.3.00 Monthly working hours 174.00 Addnl monthly hours © SAP AG Page 14 of 30 . The employee subgroup and personnel sub area groupings for work schedules and the public holiday calendar are taken into account. Make the following entries for: ES grouping Holiday calendar ID PS grouping WS rule End Date 2 US 10 YB00 12/31/9999 Start Date Period work schedule Ref. the work schedule rules that are assigned to employees in the Planned Working Time info type (0007) are defined. as follows: Daily working hours 8. Proper Values are for example.SAP Best Practices Human Capital Management: Configuration Guide Make the following entry: EE GRP Name of employee grp Employee subgroup Name of EE subgroup ES grouping Y1 Salaried FTExempt 2 Active 1 (this may be renamed as “Employee” if the HCM building blocks are installed) 3.00 Weekly working hours 40. All values concerning the block working time are just for statistic purposes. Access the activity using one of the following navigation options: Transaction Code SPRO IMG Menu Time Management à Work Schedules à Work Schedule Rules and Work Schedules à Set Work Schedule Rules and Work Schedules 2.00 Annual working hours 2088.00 Weekly workdays 5.1. Access the activity using one of the following navigation options: Transaction Code SPRO IMG Menu Time Management Work Schedules Work Schedule Rules and Work Schedules Generate Work Schedules Manually Employee subgroup grouping 2 Holiday calendar US Personnel subarea grouping (PSG) 10 Work schedule rule YB00 Calendar month from (MM/YYYY) 01/<current FY> to 12/<current FY + 2> (MM/YYYY) Important note for localization: The values for ES grouping. 3. which are used to valuate attendances and absences. the work schedule Flextime is generated.SAP Best Practices Human Capital Management: Configuration Guide Important note for localization: The values for ES grouping and PS grouping must be the same as used in 3. Procedure 1.6 Generate Work Schedules Manually Use In this step.3.1.1.5.3. PS grouping and Work schedule rule must be the same as used in 3. Procedure 1. Access the activity using one of the following navigation options: Transaction Code © SAP AG SPRO Page 15 of 30 .1. you define counting classes for your period work schedules.3.3.7 Define Counting Classes for the Period Work Schedules Use In this step.1. 3.1. Holiday calendar. Class for PWS Group Personnel Subareas for Attendances and Absences Use In this step.3.1.3. Make the following entry: GRP Period WS Description Start Date End Date 10 YB00 Flextime 01/01/<current FY> 12/31/9999 3.9 Define Attendance Types Use © SAP AG Page 16 of 30 . Access the activity using one of the following navigation options: Transaction Code SPRO IMG Menu Time Management Time Data Recording and Administration Absence Absence Catalog Group PersonelSubareas for Attendances and Absences 2. you group your personnel areas and personnel subareas for attendance and absence types Procedure 1.8 Val. 3.SAP Best Practices Human Capital Management: Configuration Guide Time Management Time Data Recording and Administration Attendances/Actual Working Times Attendance Counting Define Counting Classes for the Period Work Schedule IMG Menu 2.1. Make the following entry: Personnel area Personnel subarea PS grouping 1000 1010 10 1000 1020 10 1100 1110 10 1100 1120 10 Important note for localization: The value for PS grouping should be chosen equivalent to country grouping. Employee subgroups for which the same attendance and absence quota types are defined are assigned to the same grouping for time quota types.3.10 Group Employee Subgroup for Time Quotas Use In this step. It also describes how to determine the system reaction to attendances recorded for a day or a period when the employee has time off. Procedure 1. the attendance type 0800 for a personnel subarea grouping 10 for attendance/absence types is defined. Access the activity using one of the following navigation options: Transaction Code SPRO IMG Menu Time Management Time Data Recording and Administration Attendances/Actual Working Times Attendance Counting Rules for Attendance Counting (New) Group Employee Subgroups for Time Quotas © SAP AG Page 17 of 30 . Procedure 1. Access the activity using one of the following navigation options: Transaction Code SPRO IMG Menu Time Management Time Data Recording and Administration Attendances/Actual Working Times Define Attendance Types PSG A/A Type A/A Type Text Start date End date Maximum duration 10 0800 Attendance hours 01/01/1990 12/31/9999 999 2. you group your employee subgroups for time quota types. Proper Values for Absence: Input check First day is day off W Minimum duration Last day is day off W Maximum duration Non-working period W Unit 999 Second date required Important note for localization: The value for PS grouping should be chosen equivalent to country grouping.SAP Best Practices Human Capital Management: Configuration Guide In this step. 3.1. 1. Country grouping 10 4.4 . Make the following entry: EE GRP Name of employee grp Employee subgroup Name of EE subgroup Y1 Salaried FTExempt ESG Time quota types Active 1 (this may be renamed as “Employee” if the HCM building blocks are installed) 1 Important note for localization: The values for EE GRP and Employee subgroup must be the same as used in 3. Personnel subareas for which the same attendance and absence quota types are defined are assigned to the same grouping for time quota types Procedure 1.3. Make the following entry: Personnel area Personnel subarea PS grouping 1000 1010 10 1000 1020 10 1100 1110 10 1100 1120 10 © SAP AG Page 18 of 30 . Group Employee Subgroups for Time Quotas 3.3. you group your personnel subareas with regard to the permissibility of time quota types.SAP Best Practices Human Capital Management: Configuration Guide 2.11 Group Personnel Subareas for Time Quotas Use In this step.1. 3. Access the activity using one of the following navigation options: Transaction Code SPRO IMG Menu Time Management Time Data Recording and Administration Attendances/Actual Working Times Attendance Counting Rules for Attendance Counting (New) Group Personnel Subareas for Time Quotas 2. The rules are used to determine the payroll days and hours for an attendance or absence.13 Assign Counting Rules to Attendance Type 0800 Use In this step. you determine which rule for attendance or absence counting should be used for each attendance/ absence type. 3.1. Access the activity using the following navigation options: Transaction Code SPRO IMG Menu Time Management Time Data Recording and Administration Attendances/Actual Working Times Attendance Counting Rules for Attendance Counting (New) Define Counting Rules ESG PSG Counting rule A/A Type Text Number 1 10 021 Attendance Counting . Procedure 1.1.No Quota 001 3. Access the activity using the following navigation options Transaction Code SPRO IMG Menu Time Management Time Data Recording and Administration Attendances/Actual Working Times Attendance Counting Rules for Attendance Counting (New) Assign Counting Rules to Attendance Types PSG A/A Type A/A Type Text Start date End date 10 0800 Attendance hours 01/01/1990 12/319999 © SAP AG Page 19 of 30 .3. Procedure 2. you define rules for counting attendances and absences.12 Define Counting Rules Use In this step.SAP Best Practices Human Capital Management: Configuration Guide Important note for localization: The value for PS grouping should be chosen equivalent to country grouping.3. 1 Time Sheet for CATS Profiles YBCS. PS. YBIO and YBCO.2. YBPS. 3. PS. Data Entry Profile YBCS.1.1 Set up Data Entry Profiles (YBCS. IO and CO 3.SAP Best Practices Human Capital Management: Configuration Guide 3.2. IO) Procedure 1. Check or enter the values as listed in the table below by double-clicking the corresponding profile name: Description / Profile YBCS YBSD YBPS YBIO YBCO Service Order Sales Order Project Internal Order Cost Center Release future times X X X X X Release on saving X X X X X X X X X X General Setting Workdays only With clock times No deduction of breaks Approval required X X No changes after approval Immediate transfer to HR X X X X X X X X X X X X X X X X X Cost Account variant Assignment of personnel costs to master cost center Default values Master cost center Cost center Activity type X X X X Sender bus. SD. Access the activity using one of the following navigation options: Transaction Code SPRO IMG Menu Cross-Application Components Time Sheet Specific Settings for CATS for service providersSet Up Data Entry Profiles 2. YBSD. SD.2 Actions for CATS 3. Process © SAP AG Page 20 of 30 . SAP Best Practices Description / Profile Human Capital Management: Configuration Guide YBCS YBSD YBPS YBIO YBCO Service Order Sales Order Project Internal Order Cost Center X / 0800 X / 0800 X / 0800 X / 0800 X / 0800 Purchase order Service master Att./absence type Wage type Worklist With Worklist X From resource ping X By work center Workdays only From pool of confs Customer enhancement Copy without hours X Data entry checks Collision Warning Warning Warning Warning Warning More than 24 hours Standard reaction Standard reaction Standard reaction Standard reaction Standard reaction Reaction below tolerance Standard reaction Standard reaction Standard reaction Standard reaction Standard reaction Upward tolerance 100 (%) 100 (%) 100 (%) 100 (%) 100 (%) Reaction above tolerance No message No message No message No message No message Quotas Standard reaction Standard reaction Standard reaction Standard reaction Standard reaction Collision with HR Standard reaction Standard reaction Standard reaction Standard reaction Standard reaction Time type target hrs Subtract HR hours Add overtime Downward tolerance Include period lock For Users of HR Workflow approval Workflow approval Automatic recipient © SAP AG Page 21 of 30 . 2 Set up Data Entry Profiles – CATS regular (YBCS. Check or enter the values as listed in the table below by double-clicking on the corresponding profile name: Description / Profile YBCS YBSD YBPS YBIO YBCO Service Order Sales Order Project Internal Order Cost Center X X X X X … Default values Controlling Area … 3. CO) Use Define the Worklist and Data entry section for data entry profiles YBCS. Access the activity using one of the following navigation options: Transaction Code SPRO IMG Menu Cross-Application Components Time Sheet Specific Settings for CATS regular CATS regular Set Up Data Entry Profiles and Field Selection Create Data Entry Profiles for ESS 2.1. YBSD. SD. YBIO and YBCO.2. Procedure 1.SAP Best Practices Human Capital Management: Configuration Guide Description / Profile YBCS YBSD YBPS YBIO YBCO Service Order Sales Order Project Internal Order Cost Center Task 3. YBIO and YBCO. YBSD. YBIO.1. IO.3 Choose Fields (YBCS.2. YBPS. YBCO) Procedure 1. Access the activity using one of the following navigation options: Transaction Code © SAP AG SPRO Page 22 of 30 . YBSD. YBPS. Data Entry Profile YBCS. YBPS. PS. 3. Screen Group: Worklist Influencing fields : Data Entry Profile Modifiable fields Field name Input Input Input Input Input YBCS YBPS YBSD YBIO YBCO Activity CATSW-VORNR X X X X Activity Type CATSW-LSTAR X X X X Additional field 1 CATS_ADDFIFIELD1_W X X X Additional field 10 CATS_ADDFIFIELD10_W X X X Additional field 2 CATS_ADDFIFIELD2_W X X X Additional field 3 CATS_ADDFIFIELD3_W X X X Additional field 4 CATS_ADDFIFIELD4_W X X X Additional field 5 CATS_ADDFIFIELD5_W X X X Additional field 6 CATS_ADDFIFIELD6_W X X X Additional field 7 CATS_ADDFIFIELD7_W X X X Additional field 8 CATS_ADDFIFIELD8_W X X X Additional field 9 CATS_ADDFIFIELD9_W X X X Capacity category CATSW-KAPAR X X X Hours CATSW-DAY17 X X X X Hours CATSW-DAY16 X X X X © SAP AG Page 23 of 30 . Then press the Screen Groups button. YBSD.SAP Best Practices IMG Menu Human Capital Management: Configuration Guide Cross-Application Components Time Sheet Specific Settings for CATS for service providersSet Up Data Entry Profiles 2. Choose the Influencing icon and enter the Profile name in the contents field as listed below. 3. YBPS. YBIO and YBCO. Double-click on Worklist in the screen group section. Scroll down to Field Selection Control and press the Change button. All fields with initial value (blank) should be set to ‘Hide’. Press Enter. Data Entry Profile YBCS. 4. WBS element CATSW-RPROJ X X X © SAP AG X X Page 24 of 30 .SAP Best Practices Human Capital Management: Configuration Guide Hours CATSW-DAY15 X X X X Hours CATSW-DAY14 X X X X Hours CATSW-DAY13 X X X X Hours CATSW-DAY12 X X X X Hours CATSW-DAY11 X X X X Hours CATSW-DAY10 X X X X Hours CATSW-DAY31 X X X X Hours CATSW-DAY30 X X X X Hours CATSW-DAY29 X X X X Hours CATSW-DAY28 X X X X Hours CATSW-DAY27 X X X X Hours CATSW-DAY26 X X X X Hours CATSW-DAY25 X X X X Hours CATSW-DAY24 X X X X Hours CATSW-DAY23 X X X X Hours CATSW-DAY22 X X X X Hours CATSW-DAY21 X X X X Hours CATSW-DAY20 X X X X Hours CATSW-DAY19 X X X X Hours CATSW-DAY9 X X X X Hours CATSW-DAY8 X X X X Hours CATSW-DAY7 X X X X Hours CATSW-DAY6 X X X X Hours CATSW-DAY5 X X X X Hours CATSW-DAY4 X X X X Hours CATSW-DAY3 X X X X Hours CATSW-DAY2 X X X X Hours CATSW-DAY1 X X X Name CATSFIELDSDISPTEXTW2 X X X Name CATSFIELDSDISPTEXTW1 X X X Network CATSW-RNPLNR X X X Operation short text CATSW-LTXA1 X X X Plant CATSW-WERKS X X X Rec. Process CATSW-SPRZNR X X X Sender Cost Center CATSW-SKOSTL X X X Sender Grant CATSWS_GRANT_NBR X X X Sender fund CATSW-S_FUND X X X Sending Functional Area CATSWS_FUNC_AREA X X X Sending PO item CATSW-SEBELP X X X Sending purch.business process CATSW-RPRZNR X X X RecSalesOrd. CATSW-RKSTR X X X Receiver fund CATSW-FUND X X X Receiver order CATSW-RAUFNR X X X Receiving Functional Area CATSW-FUNC_AREA X X X Sender Bus. ord CATSW-SEBELN X X X Split number CATSW-SPLIT X X X Suboperation CATSW-UVORN X X X Total CATSW-SUMDAYW X X X X Work center CATSW-ARBPL X X X X X X X Save your data and then select this Screen Group and Influencing fields to make the following entries: Screen Group: Data entry section Influencing fields : Data Entry Profile Modifiable fields Field name Input Input Input Input Input YBCS YBPS YBSD YBIO YBCO X X X X Accounting Indicator CATSD-BEMOT Activity CATSD-VORNR X Activity Type CATSD-LSTAR X Activity Type CATSD-TASKTYPE © SAP AG Page 25 of 30 . item CATSW-RKDPOS X X X Receiver Grant CATSW-GRANT_NBR X X X Receiver cost center CATSW-RKOSTL X X X Receiver cost obj. sales order CATSW-RKDAUF X X X Rec.SAP Best Practices Human Capital Management: Configuration Guide Rec. status auto.SAP Best Practices Human Capital Management: Configuration Guide Activity number CATSD-LSTNR Additional field 1 CATS_ADDFI-FIELD1 Additional field 10 CATS_ADDFIFIELD10 Additional field 2 CATS_ADDFI-FIELD2 Additional field 3 CATS_ADDFI-FIELD3 Additional field 4 CATS_ADDFI-FIELD4 Additional field 5 CATS_ADDFI-FIELD5 Additional field 6 CATS_ADDFI-FIELD6 Additional field 7 CATS_ADDFI-FIELD7 Additional field 8 CATS_ADDFI-FIELD8 Additional field 9 CATS_ADDFI-FIELD9 Att. meas. unit CATSD-UNIT Name CATSFIELDSDISPTEXT2 Name CATSFIELDSDISPTEXT1 Network CATSD-RNPLNR Object type CATSD-OTYPE © SAP AG Disp X X Page 26 of 30 . CATSFIELDSAUSTAT Details on profit. segment CATSFIELDSERGOBJEKT Employee/app./Absence type CATSD-AWART Capacity category CATSD-KAPAR Controlling Area CATSD-KOKRS Cost Center CATSFIELDSHDRKOSTL Currency CATSD-WAERS Description CATSFIELDSKOSTLLTXT Det.name CATSFIELDS-ENAME X X X X X Employee/app.name CATSFIELDSLISTNAME X X X X X Extra pay ID CATSD-AUFKZ Final Confirmation CATSDB-AUERU X X X Forecast finish date CATSDB-PEDD Full-day CATSDB-ALLDF Int. CATSD-RKSTR Receiver fund CATSD-FUND Receiver order CATSD-RAUFNR Receiving Functional Area CATSD-FUNC_AREA Remaining work CATSDB-OFMNW Sender Bus. day indicator CATSDB-VTKEN Price CATSD-PRICE Rec. Process CATSD-SPRZNR Sender Cost Center CATSD-SKOSTL Sender Grant CATSDS_GRANT_NBR Sender fund CATSD-S_FUND Sending Functional Area CATSDS_FUNC_AREA Sending PO item CATSD-SEBELP Sending purch.business process CATSD-RPRZNR RecSalesOrd.SAP Best Practices Human Capital Management: Configuration Guide Overtime comp. key figure CATSD-STATKEYFIG Suboperation CATSD-UVORN © SAP AG X X X X X X X X X X X X X X X X X X X X X X X Page 27 of 30 . type CATSD-VERSL Partial confirmation CATSDB-ERUZU Pay Scale Group CATSD-TRFGR Pay scale level CATSD-TRFST Personnel Number CATSFIELDS-PERNR Plant CATSD-WERKS Position CATSD-PLANS Premium ID CATSD-PRAKZ Premium number CATSD-PRAKN Prev. sales order CATSD-RKDAUF Rec. WBS element CATSD-RPROJ Rec. order CATSD-SEBELN Short Text CATSDB-LTXA1 Split number CATSD-SPLIT Stat. item CATSD-RKDPOS Receiver Grant CATSD-GRANT_NBR Receiver cost center CATSD-RKOSTL Receiver cost obj. Access the activity using one of the following navigation options: Transaction Code SPRO IMG Menu Cross-Application Components Time Sheet Settings for All User Interfaces Approval Procedure Define Rejection Reasons 2.4 X X X X X X Define Rejection Reasons Procedure 1.SAP Best Practices Human Capital Management: Configuration Guide Task component CATSDTASKCOMPONENT Task level CATSD-TASKLEVEL Tax area CATSD-WTART Total CATSD-SUMDAYS Transaction Currency CATSD-TCURR Trip Number CATSD-REINR Valuation basis CATSD-BWGRL Wage Type CATSD-LGART Work center CATSD-ARBPL 3. The following text entries must be entered manually: Reason Text YB01 Wrong Activity Type YB02 Wrong Order YB03 Wrong A/A Type YB04 Wrong Statistical Key Figure YB05 Wrong WBS element YB06 Wrong Network YB07 Wrong Work center YB08 Wrong Sales document YB09 Wrong Task Level © SAP AG Page 28 of 30 .2.1. Group Sem. Value abbr. Result The user settings have been changed. Choose Save (Crtl+S). you added your own user group (HR Master Data). you deactivate the inheritance of the company code for the creation of the organizational structure in HCM Organizational Management. Enter parameter value 10. Access the activity using the following navigation option: SM30 Transaction Code 2. Access the activity using one of the following navigation options: Transaction Code SU01 Menu System → User Profile → Own Data 2. 3. On the screen Change View "System Table": Overview. 3. choose Position to find the entries below.1 Change User Settings UGR 10 Use In this step. Update Value abbr of the following data: 4.abbr.1. Procedure 1.1. enter 'T77S0' in Table/View and choose Maintain. On the Maintain Table Views: Initial Screen. 3. Go to the Parameters tab and enter parameter ID UGR. Result © SAP AG Page 29 of 30 . Procedure 1.3. Description TRSP ADMIN X Deactivate automatic transport in infotype 0001 TRSP CORR (blank) Transport Switch (X = No Transport) Choose Save (Crtl+S).2 Set Up Transport Connection Use In the following process.SAP Best Practices Human Capital Management: Configuration Guide 3.3.1.1.1.3.3 Prepare HCM Master Data 3.1Settings for CATS and Travel 3. On the Maintain Number Range Intervals screen.1.1. 3.3 Maintain Number Range Intervals for Personnel Numbers Use In this step. 3. Procedure 1. Result External and internal number ranges for personnel number assignments have been defined. make the following entries: No From number To number 01 00000001 00999999 10 01000000 01999999 Current number Ext x 0 4. the number ranges of personnel number assignment are defined. PD integration is properly configured and automatic transport of HR objects is disabled.SAP Best Practices Human Capital Management: Configuration Guide The inheritance for the company code regarding the HCM Organizational Data has been deactivated. Access the activity using the following navigation option: Transaction Code PA04 IMG Menu Personnel Management Personnel Administration Basic Settings Maintain number range intervals for personnel number 2. © SAP AG Page 30 of 30 .3. Choose Save (Crtl+S). Choose Change Intervals.
Copyright © 2024 DOKUMEN.SITE Inc.