- SAP Managed Tags
Introduction
In SAP S/4HANA Cloud Public Edition, Solution Order is a type of documents that you can use to sell combinations of different products, including physical goods, one-time services, long-running service contracts, subscription-based services, and project-based services. In this blog, you're going to read about the accounting data mapping for the integration of solution orders with customer projects that are used for project based services.
In solution orders, the project items (item category SOPR) are used to represent the products used in project-based services. Normally, the system takes logged-on user to fill in the Parties Involved section as the default project manager. This is very important for the system to determine the accounting data that consist of service organization, cost center, and profit center (all are mandatory fields). As of 2408.1, when you create a project item in a solution order, the system can automatically fill the accounting data for the project item. You may be curious about how the system finds the data and fill it in. That's the question we're going to explain in this blog.
How System Gets Accounting Data
Instead of explaining how the system gets the accounting data, we're going to explain how we, as a superuser, can find the relevant accounting data in the system. This may be easier to understand:
- Check the cost center of the project manager. To do so, you need to use the Administrator role in the Manage Workforce app.
- Find the project manager with the Work ID field. The project manager is regarded as a worker here in your organization.
- Go to the details of the worker and the Work Agreements tab.
- Go to the details of the work agreement entry. You can find the cost center of this worker in the Details table.
- Find the project manager with the Work ID field. The project manager is regarded as a worker here in your organization.
- Check the service organization using the cost center of the project manager from the Step 1. You do so with the SAP_BR_PROJECT_MANAGER_PROF role in the Manage Service Organizations app.
- To find the service organization, the cost center of the project manager can be a central or associated cost center. You put the cost center in the central cost center filter to search.
Go to the details of the service organization. You can verify that the cost center is the central cost center of the service organization.
- Check the profit center of the cost center we found in the service organization in the Step 2. To do so, you use the SAP_BR_OVERHEAD_ACCOUNTANT role in the Manage Cost Centers app. In a service organization, there're multiple cost centers assigned. You must use the central cost center (with Yes indicator) in this step.
- Find the cost center master data.
Go to the details to view the profit center under the Organizational Units tab.
- Find the cost center master data.
If You Want to Use a Specific Project Manager...
Of course, our users are likely to maintain a specific project manager, instead of the log-on user, for a project item. In this case,
- If the cost center of the new project manager is the central or associated cost center of a service organization: The old accounting data will be replaced based on the new accounting data.
- If the cost center of the new project manager is not the central or associated cost center of any service organization: No replacement of any old accounting data. The system needs to validate the old accounting data:
- If the old service organization is invalid, the old accounting data will be removed.
- If the old cost center is invalid, it will be removed.
- If the old profit center is invalid, it will be removed.
How Does the System Validate the Accounting Data?
The system follows these rules:
- Service organization: Sales area data (sales organization, division and distribution channel) of the service organization must be the same as the organizational data (sales organization, division and distribution channel) in the project item.
- Cost center: Cost center must be the central cost center of the service organization. Cost center and service organization must have the same company code and controlling area. Additionally, the validity period (valid from and valid to) of the cost center must be valid within the project start and end dates of the project item.
- Profit center: Profit center and service organization must have the same controlling area. The validity period (valid from and valid to) of the profit center must also be valid within the project start and end dates of the project item. To check the profit center master data, you can use the SAP_BR_DIVISION_ACCOUNTANT role in the Manage Profit Centers app.
Other Cases
Please also note the following cases:
- Copying: When you copy a project item, the accounting data will not be copied in the new item. The accounting data is always redetermined based on the current project manager.
- Linked projects: When you link an existing project to a project item, all accounting data as well as the project manager are filled from the linked project. To check the accounting data and the project manager in the linked project, you can use the SAP_BR_PROJECT_MANAGER_PROF role in the Plan Customer Projects app.
- Manually input accounting data: If you want to input accounting data manually, the validation criteria mentioned above must also be fulfilled.
Conclusion
In this blog, we explained how the accounting data (service organization, profit center, and cost center) in the project items (in solution orders) are mapped with the accounting data used in the customer projects. It can also help users identify the root cause when no default values are determined or when the values are not expected. If you have any questions regarding this topic, feel free to comment under this blog or ask a question.
Additional Information
For more information about solution orders and project scenarios in solution orders, you can read the following documentation in SAP Help Portal:
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