Domain: Country Accounting

Responsibility area: N/A

1. Objective and Scope

1.1. Objective of this Operation

This procedure explains how to create OINI projects (R&D WBS) in SAP for Brazilian companies.

1.2. Scope

This procedure applies to Brazilian companies in WP1.

2. Definitions

See Finance Glossary:

3. Tasks description

There are 3 types of creation request:

1st level - Beginning - OINI heading
2nd level - Project
3rd - Subproject

The difference is in the field "level" that must be filled accordingly.

The requests can have 2 formats: For the 1st creation, it is sent only a template with some information in square format.

1st format: request with the information in square format.

In this type of request, the name of the heading is not informed, we need to search it in CN43N.

Fill in the Variant 7523_OINI

Select the column "Project definition", sort by descending order and see which is the last project created.

2nd Format: from the 2nd level onward, the requester sends an excel file and a Google Drive link.

Both formats must have the following information:
- Company
- Period
- Project type
- Level
- Project name
- Area or CGU (in order to search the profit center)
- Cost center
- Division
- Profit center
- Entry date (in case of a new project)
- Manager / requester
- Responsible
- Type (if it is OI or RD - for OINI is RD)

3.1. I create the heading of the WBS Expense

CJ01

Insert the number of the new project in the field Project Def.
Select option Z025 - Overhead Costs.

ENTER

In this step, we have the following information:

Project name
Person responsible
Plant
Profit center
Date

If you need to search for the responsible, click on the icon .

In case of doubt, search it in "Person responsible" tab.

In "Long text", insert all the information you received from the requester.

In the top of the screen, click on "Details" in the field "Customer Fields".

The IECRA must have the last digits of the profit center informed.

Add information in the fields that are in blank.

Click on to go back and then in the .

Here, you will include the assessment information.

Three very important points of attention:

In the column "WBS element", it is necessary to add the level of the project (1 = heading, 2 = project and 3 = sub-project)
In the column "Type", add "OI"
The last line of the project should have a flag in the column "CICn" (to determine that this element receives costs)

In "Total" tab, drag until the field "Cost Center" to add the number in the request.

Go to Settlement Rule

Fill in Cat with CTR and include the Cost Center in Settlement Receiver and press enter for the other information to be filled automatically

Go to Settlement Parameters and fill the Settlement Profile with ZC and the Allocation Structure with ZT to all the WBSs.

Select the line, go to "Details", "Cust. Fields WBS elem".

IECRA (it can be filled automatically)

WBS family (the standard is R&I)

Position (only if it is not filled automatically)

After created it's necessary to go back in the project and select all the WBSs. Enter the icon Project Definition and go to Edit, Status and Release

If the request is only for creation of the heading, save itand this process is finished.

3.2. I add a project and a sub-project

When receiving a request like in the example, note that in column C is described to create the level 2 and consequently the level 3.

CJ02

Add the number of the project (heading). This way, it is possible to verify what was already created in this project.

In this example, a project with several lines already created.

Note that the last line created is "BR.GPLAGR.127", consequently, the next one will be "BR.GPLAGR.128".

Select the line that will be under the line you are creating and click in the button to open the lines.

More lines will be open.

For adding the project and sub-project, note the 3 very important information:

In the second column, add the number 2 for projects and number 3 for sub-projects
In the column "Type", add "OI"
The last level should have a flag in the column "CICn" (to determine that the costs will be allocated in this element)
In this example, the last line is the third of the sub-project

In the last tab "TOTAL", check the profit center.

Add the cost center, after clicking on ENTER, the area will be informed automatically.

After that, with the selected lines go to the bottom of the screen and click on "Settlement Rule".

It is necessary to determine the assessment of the project.

In the first column, add the option "CTR", in the second column add the cost center and after clicking on ENTER, other information will be filled automatically.