| Status | Approved |
|---|---|
| Owner | BIDALIA-ext, Kuldeep |
| Stakeholders | MOREAU, Patrick |
| Jira Request ID | ERP-90 - Getting issue details... STATUS |
| Jira Development ID | ERP-130 - Getting issue details... STATUS |
High- Level Specification
| Parameter | Value |
|---|---|
| Application System | S |
| Business Process Reference |
Functional Overview
The functional design of the enhancements describes the scenario(s) where enhancements to existing SAP programs are required.
Scope and Objectives
In a typical SAP Project, budget control serves as a foundational mechanism to ensure financial discipline across capital and operational projects. When a WBS element surpasses its assigned budget threshold, based on the configured budget tolerance limits system automatically initiates an email notification to the designated Person Responsible for that WBS element.
Since SAP e-mail is old technology and is to be replaced with a Launchpad Notification. Notifications are required to ensure the Project Manager can proactively prevent overspend of the project budget and delays by timely request for supplementary budget approval. This is especially important for capex budgets which are constrained at a GBU level.
Therefore, an enhancement is proposed to deactivate standard email notifications and redirect budget overrun alerts triggered by existing budget control events into the user's "My Inbox" SAP application for streamlined, in-system visibility.
Step | Description | Comment |
|---|---|---|
| 1 | Create Project | A capital project in SAP will be generated from a corresponding PPM item and automatically transitioned to released status upon creation. |
| 2 | Budget Allocation |
|
| 3 | Expense Posting |
|
| 4 | Availability Control Monitoring | AVAC checks budget consumption against tolerance limits.
Example: 80% = warning, 100% = error notification |
| 5 | Budget Threshold Breach | When costs exceed defined thresholds on a WBS element:
|
| 6 | Notification Trigger | If budget threshold is breached for a WBS element, then Inbox Notification will be routed to WBS element’s Person Responsible “My Inbox” app with error details (custom enhancement) |
| 7 | User Action | Person Responsible reviews notification in “My Inbox” app and take corrective actions. |
Assumptions
Person Responsible will be maintained against all account assigned WBS elements of a capex project.
Users must have access to SAP Fiori Launchpad and My Inbox.
Dependencies
Security, Integrity and Controls
Configuration Requirements
The following configurations are pre-requisites for this enhancement:
- Budget profile must be configured for availability control activation.
- Tolerance Limit must be Configured for the budget profile.
- Person Responsible must have SAP User ID assigned against them.
Language Requirements
Special Requirements
Design Rationale
Functional Requirements
In capital projects managed via SAP PS, budget overruns currently trigger email notifications to the Person Responsible based on tolerance limit settings. To streamline communication and align with SAP Fiori-based notifications, there is requirement of an enhancement that:
- Suppress or bypass standard email notifications
- Routes budget overrun alerts to the SAP My Inbox application
- Leverages existing budget control events without altering core AVAC logic
Proposed Technology to Use
Data Source Considerations
| Table | Field Name | Comments/Calculation/Field Manipulation |
|---|---|---|
Data Validation Considerations
| Table | Field Name | Comments/Calculation/Field Manipulation |
|---|---|---|
Custom Tables
Master Data
| Field | Description | Data Type/Length | Validation rule/ Value Help |
|---|---|---|---|
Configuration Table
| Field | Description | Data Type/Length | Validation rule/ Value Help |
|---|---|---|---|
Selection Screen Enhancement
| Field Name | Description | Select: | Data Type/Length | Default Value/ Validation rule/ Value Help | Selection Logic |
|---|---|---|---|---|---|
Processing Logic
Volumetrics
Performance Considerations
Error Handling
Testing
How to Test
Test Conditions and Expected Results
| ID | Condition | Expected Result |
|---|---|---|
| 1 | Capital project budget exceeded due to Goods Receipt posting | System issues error notification to Person Responsible in “My Inbox” depending on tolerance limits |
| 2 | Capital project budget exceeded due to Invoice Variation posting | System issues error notification to Person Responsible in “My Inbox” depending on tolerance limits |
| 3 | Capital project budget exceeded due to Goods issue posting (P2F- plant to project issue) | System issues error notification to Person Responsible in “My Inbox” depending on tolerance limits |
| 4 | Capital project budget exceeded due to Service entry sheet posting | System issues error notification to Person Responsible in “My Inbox” depending on tolerance limits |
| 5 | Capital project budget exceeded due to financial journal posting | System issues error notification to Person Responsible in “My Inbox” depending on tolerance limits |
| 6 | Capital project budget exceeded due to WO settlement | System issues error notification to Person Responsible in “My Inbox” depending on tolerance limits |
| 7 | Capital project budget exceeded due to timesheet posting | System issues error notification to Person Responsible in “My Inbox” depending on tolerance limits |
| 8 | Capital project budget exceeded due to timesheet posting | System issues error notification to Person Responsible in “My Inbox” depending on tolerance limits |
| 9 | Capital project Commitment values (purchase requisition) exceeded budget | System issues error notification to Person Responsible in “My Inbox” depending on tolerance limits |
| 10 | Projects without budget, actual cost posting on WBS element | No notification in “My Inbox” should be triggered to Person Responsible WBS element |
Test Considerations/Dependencies
Other Information
Development Details
Package
| Package Name | Parent Package |
|---|---|
Enhancement Implementation
| Enhancement Type | Standard Definition Name | Custom Implementation Name | Design Rationale Reference |
|---|---|---|---|
Other Development Objects
| Object Type | Object Name | Purpose/High Level Logic | Design Rationale Reference |
|---|---|---|---|
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.
ABAP | ZFI | ZMM | ZPS | ZCO | ZSD | ZBC | ZFI | ZCA |
|---|---|---|---|---|---|---|---|---|
| TABLES | ZFIT | ZMMT | ZPST | ZCOT | ZSDT | ZBCT | ZFIT | ZCAT |