High- Level Specification

Functional Overview

The purpose of this enhancement is to introduce a validation and logic control during the creation of Settlement Rules in Plant Maintenance Orders.
Settlement rules are automatically created with Cost Center as the settlement receiver for all the maintenance orders. However, for Turnaround scenarios, the settlement should not go to a Cost Center but instead to a WBS Element associated with the Turnaround event.

The enhancement will intervene at the moment of Settlement Rule creation (not necessarily during Order Release), check whether the Maintenance Order is part of a Turnaround (via Revision/Maintenance Event field), and assign the correct receiver type accordingly.

Scope and Objectives

• Enhancement of Settlement Rule creation logic in PM Orders (via BAdI or Enhancement Spot).

• Automatic determination of WBS element for Turnaround-related orders.

• Validation and override of default settlement receiver.

To ensure correct and automated determination of the appropriate settlement receiver (WBS or Cost Center) based on Turnaround context, maintaining compliance with project cost accounting principles.

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Assumptions

• Y3 notification type is available and configured in the system.

• Relevant users have Fiori app access (Create Maintenance Notification, Find Maintenance Notification).

• WBS element is always valid and released.

Dependencies

• PS (Project System) configuration for WBS elements.

• Fiori app configuration for notifications and orders.

• Workflow for order release.

Security, Integrity and Controls

To ensure secure processing of this enhancement, the following points apply:

• The enhancement will be triggered during maintenance notification and order creation via Fiori apps (Create Maintenance Notification and Find Maintenance Notification).

• Authorization to create or convert Y3 notifications will depend on existing SAP Plant Maintenance roles along with project authorization via WBS.

• The system must verify user authorization to assign or modify a WBS element linked to a project.

• No custom authorization objects are foreseen.

• No custom tables are required for this enhancement. If later introduced, they must be assigned to an authorization group.

• Since the authorization checks for creating and converting notifications/orders are already handled in the calling standard Fiori apps, this section applies: “Follow calling program authorization check.”

Configuration Requirements

The following configuration changes are required to support the enhancement:

1. Notification Type Y3

   • New notification type created for project-related maintenance.

2. Order Type Configuration

   • Settlement profile assigned to the relevant order type.

   • Ensure order type allows account assignment to WBS.

3. Settlement Profile

   • A Settlement Profile will be created: YEAM03

   • Settlement receiver type: WBS element.

   • Default Object Type: WBS

4. Validation/Enhancement Spot

   • Settlement rule generation is handled through standard SAP functionality based on the assigned settlement profile.

   • Error message configuration for missing or invalid WBS entries.

Language Requirements

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Special Requirements

• The enhancement must ensure that the WBS element used in notifications and orders is valid, released, and belongs to an active project.

• The Planning WBS is not automatically derived in the maintenance order.
• The WBS element in the Account Assignment is automatically assigned; however, if automatic population of the Planning WBS is required, an additional enhancement will be needed.
• No localization, legal, or country-specific compliance requirements apply.

Design Rationale

Functional Requirements

1. Notification Type Y3 Creation

   • When users create a maintenance notification of type Y3 (Project-related), the system must enforce the WBS Element as a mandatory field in the notification.

   • The user should not be able to save or release a Y3 notification without entering a valid, released WBS Element.

2. Order Creation from Notification

   • When converting a Y3 notification into a maintenance order via the Find Maintenance Notification Fiori app:

     • The WBS Element must be automatically transferred from the notification to the order’s Account Assignment section (field: ILOA-PROID).

     • The system must automatically generate a settlement rule in the maintenance order using the WBS element as the settlement receiver.

     • The generated settlement rule must use standard settlement parameters 

3. Error Handling

   • If the WBS Element in the notification is missing, invalid, or not released, the system should prevent order creation and display an error message (e.g., “WBS Element is mandatory for Notification Type Y3.”).

4. Standard Compliance

   • The enhancement should utilize standard SAP settlement functionality and standard configuration (settlement profile, order type setup).

   • No manual user action should be required for settlement rule creation.

Proposed Technology to Use

Typically, an enhancement will be based on an existing SAP BADI / user exit. If this is the case, please provide the proposed details of the BADI / user exit.

Data Source Considerations

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Data Validation Considerations

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Custom Tables

If any custom configuration tables are required, which will be read by the enhancement logic, then specify them here.

Master Data

<Title Custom Table 1>

<Include an overview of the table and what it’s used for>

Configuration Table

Title Configuration Table 1

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Selection Screen Enhancement

This section will give the details on the selection screen parameters, parameter type and whether it’s obligatory or not. This section can be used to define the Import Export parameters for Function Module or User Exit or Screens.

Processing Logic

• Notification Creation (Type Y3):

  • User creates notification via Fiori app.

  • System checks if notification type = Y3.

  • If yes → WBS field must be filled.

  • If WBS is blank → error message displayed.

  • Notification saved only if WBS valid and released.

• Order Creation (from Notification):

  • User converts Y3 notification to order.

  • System automatically copies WBS element to Order-Account Assignment section (ILOA-PROID).

  • Settlement rule generation is handled through standard SAP functionality based on the assigned settlement profile.

  • System creates settlement rule automatically.

  • Error message displayed if settlement rule creation fails.

• Order Processing:

  • Order processed normally.

  • Settlement executed automatically based on the generated rule.

Volumetrics

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Performance Considerations

Specify if there are any specific performance factors that need to be taken into consideration during development i.e. enhancement must be able to be executed by 10 users at the same time, etc.

Error Handling

• Missing WBS (Y3 Notification): Error message “WBS Element is mandatory for notification type Y3.”
• Invalid or Unreleased WBS: Error message “WBS Element is invalid or not released.”

Testing

How to Test

Please provide some guidance and/or test data to help the developer unit test the enhancement. Please include both positive and negative testing (to validate error situations handling). The developer will need to test repeatedly, so where appropriate provide instructions to reverse the actions performed so the test may be run again or explain how to create new input data to the test. The developer will need logons for test users representing the various roles within the approval process.

Test Conditions and Expected Results

Test Considerations/Dependencies

List any considerations essential for application test planning (e.g., test this before ABC along with DEF separate from GHI). If the development encompasses a user interface, explain how to test it. List any insights as to how this component could be tested the most efficiently.

Other Information

Development Details

Package

Enhancement Implementation

Other Development Objects

Appendix

Custom Authorization Group Naming Convention

This table is based on the Syensqo development standards document. It provides the naming conventions for authorization groups to associated with custom reports and tables to comply with security requirements.

See also

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Change log