Ca500 Cats

CA500 CATS: Cross-Application Time Sheet

Release 46D 28.05.2003

CA500 CATS: Cross-Application Time Sheet........................................................................................................0-1

Copyright.............................................................................................................................................................0-2

R/3 Project Management.................................................................................................................................0-3

Plant Maintenance (PM)..................................................................................................................................0-4

Customer Service (CS)....................................................................................................................................0-5

Materials Management....................................................................................................................................0-6

Human Resources 4.6 (1).................................................................................................................................0-7

Human Resources 4.6 (2)................................................................................................................................0-8

Course Prerequisites........................................................................................................................................0-9

Target Group..................................................................................................................................................0-10

Course Overview.................................................................................................................................................1-1

Course Goals....................................................................................................................................................1-2

Course Objectives............................................................................................................................................1-3

Course Content................................................................................................................................................1-4

Course Overview Diagram..............................................................................................................................1-5

Main Business Scenario (1).............................................................................................................................1-6




Introduction to the Cross-Application Time Sheet..............................................................................................2-1

Introduction to the Cross-Application Time Sheet: Course Objectives..........................................................2-2

Introduction to the Cross-Application Time Sheet: Business Scenario...........................................................2-3


CATS: Cross-Application Time Sheet............................................................................................................2-5

CATS: Prerequisites and Process Flow...........................................................................................................2-6

Target Component: Project System.................................................................................................................2-7

Target Component: Plant Maintenance...........................................................................................................2-8

Target Component: Controlling.......................................................................................................................2-9

Target Component: External Services Management.....................................................................................2-10

Target Component: Human Resources..........................................................................................................2-11

Introduction to the Cross-Application Time Sheet: Summary......................................................................2-12

Mini Master for CATS.........................................................................................................................................3-1

Mini Master for CATS: Unit Objectives.........................................................................................................3-2

Mini Master for CATS: Business Scenario.....................................................................................................3-3


CATS Mini Master..........................................................................................................................................3-5

Time Sheet Defaults.........................................................................................................................................3-6

Infotypes Required if HR is Implemented.......................................................................................................3-7

Personnel Actions: Mini Master......................................................................................................................3-8

Mini Master for CATS: Summary...................................................................................................................3-9

Data Sheet: Mini Master for CATS...............................................................................................................3-10

Mini Master for CATS: Exercises.................................................................................................................3-15

Mini Master for CATS: Solutions.................................................................................................................3-20

Configuration of the Data Entry Profile..............................................................................................................4-1

Configuration of the Data Entry Profile: Unit Objectives...............................................................................4-2

Configuration of the Data Entry Profile: Business Scenario...........................................................................4-3


Areas Controlled by the CATS Data Entry Profile..........................................................................................4-5

Steps for Configuring a Data Entry Profile.....................................................................................................4-6

Time Recording in the Time Sheet: Variants..................................................................................................4-7

Data Entry Profile: Data Entry and Target Component...................................................................................4-8

Data Entry Profile: General Settings...............................................................................................................4-9

Data Entry Profile: Time Settings..................................................................................................................4-10

Data Entry Profile: Person Selection.............................................................................................................4-11

Data Entry Profile: Cost Accounting Variant................................................................................................4-12

Data Entry Profile: Default Values................................................................................................................4-13

The Time Sheet Worklist...............................................................................................................................4-14

Data Entry Profile: Worklist..........................................................................................................................4-15

Data Entry Profile: Data Entry Checks..........................................................................................................4-16

Choose Fields.................................................................................................................................................4-17

Field Selection...............................................................................................................................................4-18

Configuration of the Data Entry Profile: Summary.......................................................................................4-19

Overview of the Fields and Target Components for CATS..........................................................................4-20

Configuration of the Data Entry Profile: Exercises.......................................................................................4-23

Configuration of the Data Entry Profile: Solutions.......................................................................................4-27

Working with the Cross-Application Time Sheet................................................................................................5-1

Working with the Time Sheet: Objectives.......................................................................................................5-2

Working with the Time Sheet: Business Scenario...........................................................................................5-3


Processing Status of Time Sheet Data.............................................................................................................5-5

Step 1: Entering Time Data.............................................................................................................................5-6

Entering Data for Several Personnel Numbers................................................................................................5-7

Step 2: Releasing Time Data...........................................................................................................................5-8

Customizing the Release Step..........................................................................................................................5-9

Step 3: Approving Time Data........................................................................................................................5-10

Customizing the Approval Step.....................................................................................................................5-11

Approval........................................................................................................................................................5-12

Approval using a Workflow..........................................................................................................................5-13

Working with the Time Sheet: Summary......................................................................................................5-14

Data Sheet: Working with the Time Sheet....................................................................................................5-15

Working with the Cross-Application Time Sheet: Exercises........................................................................5-16

Working with the Cross-Application Time Sheet: Solutions........................................................................5-18

Transferring the Time Data..................................................................................................................................6-1

Transferring the Time Data: Course Objectives..............................................................................................6-2

Transferring the Time Data: Business Scenario..............................................................................................6-3


Step 4: Transferring Approved Time Data......................................................................................................6-5

Transfer to Human Resources..........................................................................................................................6-6

Transfer to Project System...............................................................................................................................6-7

Transfer to Plant Maintenance/Customer Service...........................................................................................6-8

Transfer to Controlling....................................................................................................................................6-9

Reducing the Number of Documents in Controlling.....................................................................................6-10

Transfer to External Services Management...................................................................................................6-11

Transfer: Allowed Combinations...................................................................................................................6-12

Transfer to Multiple Target Components......................................................................................................6-13

Processing Status...........................................................................................................................................6-14

Connection to the Target Component............................................................................................................6-15

Transferring the Time Data: Summary..........................................................................................................6-16

Transferring the Time Data: Exercises..........................................................................................................6-17

Transferring the Time Data: Solutions..........................................................................................................6-19

Cost Determination and Cost Assignment...........................................................................................................7-1

Cost Determination and Cost Assignment: Objectives....................................................................................7-2

Cost Determination and Cost Assignment: Business Scenario.......................................................................7-3


Determining Actual Costs................................................................................................................................7-5

Determining Costs Using the Plan Activity Price of an Activity Type...........................................................7-6

Assigning the Activity Price Using the Time Sheet........................................................................................7-7

Determining the Activity Price Using an SAP Enhancement..........................................................................7-8

Assignment of Personnel Costs to the Master Cost Center.............................................................................7-9

Assignment of Personnel Costs to the Receiver Object................................................................................7-10

Assignment of Personnel Costs to the Sender...............................................................................................7-11

Activity Allocation Between Master Cost Center and Sender......................................................................7-12

Data Entry Profile: Cost Accounting Variant................................................................................................7-13

Cost Determination and Cost Assignment: Summary...................................................................................7-14

Data Sheet: Cost Determination and Cost Assignment.................................................................................7-15

Cost Determination and Cost Assignment: Exercises...................................................................................7-16

Cost Determination and Cost Assignment: Solutions....................................................................................7-17

CATS Information System..................................................................................................................................8-1

CATS Information System: Unit Objectives...................................................................................................8-2

CATS Information System: Business Scenario...............................................................................................8-3


Time Sheet Data: Selection Options................................................................................................................8-5

Functions on the Output List Screen................................................................................................................8-6

Time Leveling..................................................................................................................................................8-7

Display Single Documents...............................................................................................................................8-8

CATS Information System: Summary.............................................................................................................8-9

CATS Information System: Exercises...........................................................................................................8-10

CATS Information System: Solutions...........................................................................................................8-12

Assigning Authorizations....................................................................................................................................9-1

Assigning Authorizations: Unit Objectives.....................................................................................................9-2

Assigning Authorizations: Business Scenario.................................................................................................9-3


Authorizations: General Concept.....................................................................................................................9-5

Overview: CATS Authorizations.....................................................................................................................9-6

Authorizations for the HR Mini Master...........................................................................................................9-7

Special Authorizations for CATS....................................................................................................................9-8

Special CATS Authorizations: Infotype 0316.................................................................................................9-9

Special CATS Authorizations: Infotype 0328...............................................................................................9-10

Special CATS Authorizations: Transactions.................................................................................................9-11

Assigning Authorizations: Summary.............................................................................................................9-12

Appendix............................................................................................................................................................10-1

Employee Self-Service for CATS..................................................................................................................10-2

Separate HR System......................................................................................................................................10-3

SAP Enhancements........................................................................................................................................10-4

SAP Enhancement CATP0001......................................................................................................................10-5

SAP Enhancement CATS0001......................................................................................................................10-6

SAP Enhancements CATS0002 and CATS0003...........................................................................................10-7



SAP Enhancement CATS0006....................................................................................................................10-10



SAP Enhancements CATS0009 and CATS0010.........................................................................................10-13



0

SAP AG 1999

CA500 CATS: Cross-Application Time Sheet

SAP AG

CA500CA500CATS:Cross-Application Time Sheet

CATS:Cross-Application Time Sheet

R/3 System Release 4.6C December 2000 5004 3486

0.2

SAP AG 2002

Copyright 2002 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.

All rights reserved.

Copyright

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trademarks of Microsoft Corporation. IBM®, DB2®, OS/2®, DB2/6000®, Parallel Sysplex®, MVS/ESA®, RS/6000®, AIX®, S/390®,

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technology invented and implemented by Netscape. SAP, SAP Logo, R/2, RIVA, R/3, ABAP, SAP ArchiveLink, SAP Business Workflow, WebFlow,

SAP EarlyWatch, BAPI, SAPPHIRE, Management Cockpit, mySAP.com Logo and mySAP.com are trademarks or registered trademarks of SAP AG in Germany and in several other countries all over the world. All other products mentioned are trademarks or registered trademarks of their respective companies.

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SAP AG 1999

Project Management- Structures

CA800 3 days

Project Management

CA080 3 days

Project Management- Reporting

CA840 3 daysCA080 orCA800 orCA820 orCA830

Project Management- Logistics

CA820 5 days

Project Management- Accounting

CA830 5 days

Level 2 Level 3

R/3 Project Management

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Plant Maintenance (PM)

Level 2 Level 3

LO100 5 days

Maintenance Processing:Operational Functions

LO815 3 days

Maintenance Processing:Controlling and Reporting

LO816 3 days

Preventive Maintenance and Service

LO810 3 days

Document Management System

LO975 3 days

LO985 3 days

The Cross Application Time Sheet (CATS)

CA500 2 days

Structuring and Managing Technical Objects

LO805 3 days

Investitionsmanagement

AC020 2 days

WCM Work ClearanceManagement

LO820 3 days

Plant Maintenance

Classification

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Customer Service (CS)

Customer Service

LO110 5 days

Service Contracts

LO830 3 days

Structuring andManaging TechnicalObjects

LO805 3 days

PreventiveMaintenance and Service

LO810 3 days

Service Processing

LO835 5 days

Mobile Service

CR210 3 days

Service Processing:Controlling Functions

LO836 2 days

Customer InteractionCenter

LO840 2 days

Level 2 Level 3

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Materials Management

Processes inProcurement

LO020 5 days

Inventory Management

LO510 3 days

Invoice Verification

3 daysLO515

Consumption-BasedPlanning and Forecasting

LO525 2 days

Procurement of External Services

LO540 2 days

Foreign TradeLO640 3 days

QM in ProcurementLO715 2 days

KANBANLO235 2 days

Batch Management

LO955 3 days

Pricing in Purchasing

2 days LO521

Cross-FunctionalCustomizing in MM

5 days LO550

Purchasing Details andOptimization

LO520 3 days

Cross-Application Business Processes in SD and MM

LO925 2 days

Level 2 Level 3

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Human Resources 4.6 (1)

Level 3Level 2

Reporting in Human Resources

HR580 3 days

see HR2

Human Resources Essentials III

HR053 2 days

Configuration of TimeRecording

HR306 4 days

Time Evaluation

HR310/311 5 days

Human Resources Essentials I

HR051 1 day

OrganizationalManagement

HR505 3 days

Employee Self-Service

HR250 2 days

Configuration ofMaster Data

HR305 3 days

Personnel Development

HR510 3 days

Training and EventManagement

HR515 3 days

Configuration of HR System Controls

HR307 2 days

Programming in HR

HR350 5 days

Technical topics in Human Resources

HR530 3 days

CATS The Cross Application Time Sheet

CA500 2 days

Benefits Administration

HR325 3 days

CompensationManagement

HR540 3 days

Advanced Organizational Management

HR506 2 days

Shift and Workforce Planning

HR520 2 days

Human Resources Essentials II

HR052 2 days

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Human Resources 4.6 (2)

Level 3Level 2

Human Resources Essentials I

HR051 1 day

Human Resources Essentials II

HR052 2 days

Human Resources Essentials III

HR053 2 days

Please note our country specific curriculum and our curriculum for release 4.6B.

Note:

Payroll Configuration

HR400 5 days

Introduction to Payroll

HR390 2 days Configuration ofMaster Data

HR305 3 days

Incentive wages

HR490 4 days

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Course Prerequisites

An introductory course from one of the target components:

Human Resources

Controlling

Project System

Plant Maintenance

Customer Service

External Services Management

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Target Group

Participants

IT project team

Consultants

Time administrators

Duration: 2 days

Notes to the user The training materials are not teach-yourself programs. They complement the course instructor's

explanations. On the sheets, there is space for you to write down additional information.

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SAP AG 1999

Course Overview

Course goals

Course objectives

Course content

Course overview diagram

Main business scenario

Contents

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Course Goals

This course will prepare you to:

Use the functions of the Cross-Application Time Sheet

Configure the Cross-Application Time Sheet

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Course Objectives

At the conclusion of this course, you will be able to:

Describe what the Cross-Application Time Sheet can be used for

Work with the Cross-Application Time Sheet

Configure the Cross-Application Time Sheet

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Course Content

Course Overview

Introduction to the Cross-Application Time Sheet

Mini Master for CATS

Configuration of the Data Entry Profile

Working with the Cross-Application Time Sheet

Transferring the Time Data

Cost Determination and Cost Assignment

CATS Information System

Assigning Authorizations

Preface

Appendix

Exercises

Solutions

Unit 1

Unit 2

Unit 3

Unit 4

Unit 5

Unit 6

Unit 7

Unit 8

Unit 9

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Course Overview Diagram

Course Overview









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Main Business Scenario (1)

The ‘Fine Belgian Chocolates’ company manufactures an assortment of chocolates in your production department.

The company's project department is responsible for a range of internal and external projects.

It consists of the plant maintenance department, which is responsible for repairs and maintenance work within the company.

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The project department is responsible for planning and maintaining a freight elevator. The department does this using the Project System (PS) component.

The plant maintenance department must repair the pump of a production machine. It implements the Plant Maintenance (PM) component for this purpose.

Employees from both departments work on these activities.

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The employees' working times are processed in the Human Resources (HR) component, to ensure that the employees are paid for their work.

The company uses the Controlling (CO) component to manage internal activity allocations.

An external contractor carries out cleaning work in the company. The company implements the External Services Management component (MM-SRV) to process the working times of external contractors.

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The chocolate manufacturer "Fine Belgian Chocolates" is implementing the Cross-Application Time Sheet to record working time data.

You are involved in the implementation of the Cross-Application Time Sheet.

You implement the relevant areas in Customizing and test the effects on the end user's side.

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CATS: Definition

CATS: Process flow

Overview of how time sheet data is used in thetarget components

Contents

(C) SAP AG CA500 1

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Introduction to the Cross-Application Time Sheet:Course Objectives

At the conclusion of this unit, you will be able to

Describe what the Cross-Application Time Sheetis and what it is used for

Explain the four steps within theCross-Application Time Sheet process flow

List the target components for which you canimplement the Cross-Application Time Sheet

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Introduction to the Cross-Application Time Sheet:Business Scenario

You want to record time data for variouscomponents on one central screen

You want general information on theCross-Application Time Sheet

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Course Overview









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CATS: Cross-Application Time Sheet

Working hours

Working hours

PSPS

PMPM

CSCS

COCO

MMMM

TransferTransferCATSCATS

COCOMMMM

HRPMPM

PSPSCSCS

Attendances/AbsencesEE Rem. Info

Confirmation of operations

Internal activity

allocationExternal services

HR

D E U T S C H E

M A R K

D E U T S C H EM A R K

D E U T S C H E

M A R K

D E U T S C H E

M A R K

The Cross-Application Time Sheet is a cross-application tool used to record individual persons' working times and other data in a central worksheet.

You can use data entry profiles to format the layout of the time sheet to suit your needs. Working times may be relevant to more than one target component simultaneously. Reports transfer

the data to one or more target components. You can use the Cross-Application Time Sheet to record times for, and transfer them to, the

following target components: Controlling (CO): Internal activity allocation, statistical key figures Human Resources (HR): Attendances, absences, and employee remuneration information External Services (MM-SRV): Entry of services performed for external services Plant Maintenance (PM), Customer Service (CS), and Project System (PS): Confirmations for

orders or networks Important note: Confirmations to Production Planning (PP) are not supported in the Cross-

Application Time Sheet.

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CATS: Prerequisites and Process Flow

CATS HRmini master

Data entry profile

Authorizations

Time data entry

Release

Approval

Transfer

HRHR

PSPSCOCO

PMPM CSCS MMMM

Cross-Application Time Sheet

To be able to use the Cross-Application Time Sheet, you must have An HR mini master (personnel number and personal data for the employees whose times are

recorded) A data entry profile for recording employee time data The necessary authorizations for working with the Cross-Application Time Sheet

The CATS process consists of the following four steps: Entering data in the time sheet Releasing the time data Approving the time data Transferring the time data to the target components

Note: You can carry out these four steps individually, or skip some of them. For example, time data can be released or approved automatically once you have entered it, without you having to carry out a separate step.

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Target Component: Project System

Operation1000

Operation1010

Work center2000

Work center2100

Cost center4290

Network Org. unitConstruction

Position Elect.Eng.

Position Mach.Eng.

Tom Walters

Tina Johnson

n:1

n:1

ATyp 1421

Sender

Operation1030

Receiver

ATyp 1421

ATyp 1420

HRPSPS COCO

Confirming operations in networks

Operation1020

CATS time data

CATS time data

You can use the time sheet to carry out confirmations for networks, for example. A network is an instruction for carrying out tasks within a project in a particular way and in a defined

time. Networks are used as a basis for planning, analyzing, describing, controlling and monitoring deadlines, costs and resources (personnel, machines, production resources/tools, materials).

A network contains operations for the individual activities within a project. For each operation, the expected duration, work and type of activity is planned - in days and hours. The actual hours worked are confirmed to the operations of a network.

An operation is assigned to a work center. Operations can be assigned to different work centers within one network.

The work center is assigned to a cost center. Several work centers can be assigned to the same cost center. Activity types are planned for cost centers. The activity types represent the activity performed within the cost centers. They are assigned to operations in networks, for example. Note: Activity types can also be assigned to the work center.

Work centers can also be assigned to an organizational unit from Human Resources. Positions are assigned to an organizational unit. The positions are occupied by persons who normally perform the work.

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Target Component: Plant Maintenance

Operation0020

Cost center4220

Org. unitPlant

Maintenance

Position Electrician

Position Mechanic

Tina Winter

Mario Johnson

SenderReceiver

n:1

OrderATyp 1421

ATyp 1421

ATyp 1420

CATS time data

CATS time data

HeaderReference object Pump P-1000

Operation0010

Work centerMechanic

HRPMPM COCO

Confirming operations in orders

You can use the Cross-Application Time Sheet to carry out confirmations for Plant Maintenance orders, for example.

A Plant Maintenance order plans the execution of maintenance tasks, tracks the progress of the work and allocates the costs for the maintenance task.

Operations are used to describe the individual activities that are required for an order. For each operation, the expected duration, work and type of activity is planned - in days and hours. The actual hours worked are confirmed to the operations of an order.

An operation is assigned to a work center. Operations can be assigned to different work centers within one order.

The work center is assigned to a cost center. Several work centers can be assigned to the same cost center. Activity types are planned for cost centers. The activity types represent the activity performed within the cost centers. They are assigned to operations in orders, for example. Note: Activity types can also be assigned to the work center.

Work centers can also be assigned to an organizational unit from Human Resources. Positions are assigned to an organizational unit. The positions are occupied by persons who normally perform the work.

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Target Component: Controlling

Cost center4290

ATyp 1421

Receiver

Cost center4300

4 hours

20.00 UNI per hour

Network

WBS element

Sender

Internal order

Cost object

and so on

Internal activity allocations

CATS time d

ata

CATS time d

ata

COCOCOCO

Business process

You can use the Cross-Application Time Sheet to carry out internal activity allocations within Controlling, for example. This process allocates, for example, the activities performed between a sender cost center and a receiver cost center. The hours are valuated in Controlling using an activity type. The sender cost center is credited and the receiver cost center is debited.

The time sheet can also be used to carry out internal activity allocations to a work breakdown structure (WBS) element. The WBS element is an individual cost object. You can assign a network or an order to it. Aggregate costs can be posted as an internal activity allocation from a sender cost center to the WBS element.

You can also use the Time Sheet to record statistical key figures. These figures are transferred to Controlling, where they can be used for internal activity allocations and for analyses.

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Target Component: External Services Management

Service package

Outline

ActivitiesPrice estimationLimits

Purch.req. Purchase order

Itemswith prices

CATS tim

e data

CATS tim

e data

Service entry sheet

Acceptance

Postingsto FI

MMMM

Service entry for external service providers

You can use the Cross-Application Time Sheet to transfer data to the service entry sheet in Materials Management.

A purchase requisition (from Plant Maintenance, for example) is used to draw up a purchase order. A service package with links to services, price estimates, value limits, and so on, is used.

Data for each item in a purchase order is recorded using a service number. This data appears in the Materials Management service entry sheet. The service entered in the Cross-Application Time Sheet is accepted in further order processing. The goods receipt of the service is posted in Materials Management (with corresponding postings in Financial Accounting).

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Target Component: Human Resources

4 hours AttendanceAttendance Further processing and valuation in Time Evaluation or Payroll


D E U T S C H E

M A R K

D E U T S C H E

M A R K


CATS time data

CATS time data

HRHR

Time data entry

You can use the Cross-Application Time Sheet to record and transfer time data as attendances, absences, and employee remuneration information for Human Resources.

The time data is then stored in the corresponding Time Management infotypes, where it can be accessed by Time Evaluation and Payroll.

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Introduction to the Cross-Application Time Sheet:Summary

You can describe what the Cross-Application Time Sheet is and what it is used for

You can explain the four steps within the CATS process flow

You can list the target components that can be used with the Cross-Application Time Sheet

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Creating an HR mini master for the Cross-Application Time Sheet

Time Sheet defaults

Infotypes required if HR is implemented

Contents

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Mini Master for CATS: Unit Objectives


Explain the HR mini master required for the Cross-Application Time Sheet

Describe the Time Sheet Defaults infotype

List the infotypes required for CATS if HR Time Management is implemented

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Mini Master for CATS: Business Scenario

A mini master is required for all employees for whom you record person-related time data in the Cross-Application Time Sheet

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Course Overview









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CATS Mini Master

Salaried employee

Engineer

In production

Chris Miller

10.10.59

Chicago

Personnel actionCATS (Mini master)

Default valuesSender cost center

Activity type...

You record person-related time data in the Cross-Application Time Sheet. Each employee must have a mini master. In it, each employee is identified by a personnel number unique to him or her. The mini master is stored in the Human Resources data entry screens, known as infotypes. Infotypes are data entry screens for storing employee data. Infotypes are classified logically according to content, and contain both optional and required fields. They are used for the Cross-Application Time Sheet even if Human Resources is not implemented.

The following HR infotypes are a minimum requirement for the CATS mini master: Actions (0000)

This infotype is used to enter initial data when an employee is hired. Organizational Assignment (0001)

This infotype contains information on the employee's position within the company's enterprise and personnel structure.

Personal Data (0002)This infotype contains employee data such as name, date and place of birth, and so on.

You are also recommended to use the Time Sheet Defaults infotype (0315).This infotype stores data that is used for default values in the time sheet.

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Time Sheet Defaults

Personnel number

Sender information

From

500100

07/01/1999 to 12/31/9999

David Bertucci

Controlling area 1000

Sender cost center 4290

Activity type 1421

Business process

CO Europe

Production Elevators I

Wage hours

Supplementary information

Plant

Master activity type

External employees

Vendor

Sending purch. order

Sending PO item

Service number

Required to record times in time sheet

Default values for the time sheet can be stored in the Time Sheet Defaults infotype (0315). These values are proposed in the time sheet to assist users entering data:

You can make various entries in the Time Sheet Defaults infotype: Account assignments such as the sender cost center or the activity type are used in Logistics and

Controlling. The plant is used as a default value for Logistics. Vendor, sending purchase order, sending purchase order item, and service number are used as

default values for the External Services Management component (MM-SRV). Note: While the use of the Time Sheet Defaults infotype is optional, it is strongly advised, since it

considerably reduces the work involved in entering time sheet data.

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Infotypes Required if HR is Implemented

EarlyNormalNight

Work schedule

How many days of leave?

Early shift?Late shift?Weekend off?

Attendances Absences EE Rem. Info.Attendances Absences EE Rem. Info.

Bonus for hazardous work?

The following are examples of infotypes used if the Human Resources component is implemented: Planned Working Time (infotype 0007)

This infotype contains an employee's work schedule with the exact description of his or her workdays, working hours, and breaks.

Absence Quotas (infotype 2006) or Leave Entitlement (infotype 0005)An employee's leave entitlement is stored in one of these infotypes.

Absences (2001)Absences are used if an employee is sick or on leave, for example.

Attendance Quotas (2007) Attendances (2002)

Attendances are used to determine an employee's working hours on a certain day or over a particular period of time.

Employee Remuneration Information (2010)In this infotype, you can enter manually calculated wage amounts, bonuses, or other non-plannable wage types. These values are transferred to Payroll.

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3.8

SAP AG 1999

Personnel Actions: Mini Master

Time Sheet Defaults

Organizational Assignment

Personal Data

Personnel Actions

Personnel number

CATS (Mini master)

Hiring....

Create Actions

500100

An HR mini-master is required for all employees for whom you enter time data using CATS. If you use the R/3 Human Resources component, it provides the employee data. If you do not use R/3 Human Resources, you can use the personnel action CATS (Mini master) to

enter initial employee data. If you use this action, you can create all the infotypes required for the mini master at the same time. The system leads you through the required screens.

The personnel actions can be accessed from the Administration menu within Personnel Management. Choose Personnel Actions to access the list of actions. The list contains the CATS (Mini master) personnel action.

If you want to carry out the personnel action to create the mini master, select the action by choosing Execute, fill out the required fields in the various entry screens (infotypes), and save your entries each time.

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3.9

SAP AG 1999

Mini Master for CATS: Summary

You can explain the HR mini master required for the Cross-Application Time Sheet

You can describe the Time Sheet Defaults infotype

You can list the infotypes required for CATS if HR Time Management is implemented

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3.10Data Sheet: Mini Master for CATS

Overview of Data Used in the Exercises

This overview provides you with the data you need to complete the exercises. You should update the list with the data on the objects you create during the exercises.

Human Resources data:

Employee 1 Employee 2

Personnel number 5001## 5002##

Organizational unit Project department CATS Plant maintenance CATS

Time Sheet Defaults (infotype 0315):

Sender cost center 4290 4300

Activity type 1410

Plant 1300 1000

Vendor 1002

Sending purch. order

Sending PO item

Service number

Project System data:

Network number: _____________

Operations: 1010, 1030

Plant Maintenance data:

Order number: _____________

Operations: 0010, 0020

External Services Management data:

Sending purchase order: ________________

Sending PO item: ________

Service number: ____________

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Data entry profiles:

Profile Description Pers. no.

Fields

CATS##1 Human Resources and Project System (Group ##)

5001## Activity type, Attendance/absence type, Name employee/applicant, Network, Operation/activity, Personnel number, Sender cost center

Optional: Fields for the worklist: Description, Network, and Operation/activity

CATS##2 Plant Maintenance (Group ##)

5002## Activity type, Final confirmation, Name employee/applicant, Operation/activity, Partial confirmation, Personnel number, Plant, Receiver order, Remaining work, Sender cost center, Short text, and Work center

CATS##3 Human Resources and Controlling (Group ##)

5002## Activity type, Attendance/absence type, Name employee/applicant, Personnel number, Receiver cost center, Sender cost center, and Wage type

CATS##4 External Services (Group ##)

5001## Name employee/applicant, Personnel number, Service number, Sending PO item, and Sending purchase order

CATS##5 HR/CO Actual Costs (Group ##)

5002## Attendance/absence type, Name employee/applicant, Operation/activity, Personnel number, Receiver order, and Sender cost center

CATS##6 Time Leveling (Group ##)

5001## 5002##

Attendance/absence type, Name employee/applicant, and Personnel number

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Data used in the exercises

Data in the exercises may vary according to the country

Number ## Two-digit group number on your PCExercise: Hiring employee 5001##Personnel number 5001##Personnel area/Personnel subarea

1300 / 0001 Production

Employee group ActiveEmployee subgroup Salaried employeePosition Engineer ## (within the organizational unit

Project department CATS##)Organizational unit Project department CATS## (within the

organizational unit Fine Belgian Chocolates)

Work schedule rule NORM

Time Sheet DefaultsControlling area 1000Sender cost center 4290Activity typePlant 1300

Quota type from Time Management

10 Standard leave

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Exercise: Creating a network in the Project System

Network profile Standard ElevatorNetwork type PS02Plant 1300MRP controller 101Standard network E-1002

Exercise: Hiring employee 5002##Personnel number 5002##Personnel area/Personnel subarea

1000 / blank

Employee group ActiveEmployee subgroup Salaried employeePosition Technician## (within the organizational unit

Plant maintenance CATS##)Organizational unit Plant maintenance CATS## (within the

organizational unit Fine Belgian Chocolates)

Work schedule rule NORM

Time Sheet DefaultsControlling area 1000Sender cost center 4300Activity type 1410Plant 1000

Quota type 10 Standard leave

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Exercise: Creating an order in Plant MaintenanceOrder type PM01Equipment P-1001-N001Planning plant 1000Business area 0001Work center Mechanical maintenance (MECHANIK)Task list group PUMP_WTG 1

Exercise: Creating a purchase order in Materials Management for External ServicesVendor 1002Order type Standard purchase orderPurchasing organization 1000 IDES GermanyPurchasing group Service providerAccount assignment category

Cost center

Item category ServicePlant 1300Materials group 007 ServicesService number 100101Cost center 4290

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3.11Mini Master for CATS: Exercises

Unit: Mini Master for CATS

Topic: Hiring an Employee and Preparing for Time Recording for the Target Components

Hiring two employees

Creating a network for the Project System

Creating an order for Plant Maintenance

Creating a purchase order for External Services

You must create a mini master for each employee whose time data is recorded in the Cross-Application Time Sheet.

1 Hiring employee 5001##

You will later enter time data for this employee for Human Resources, Project System, and External Services. Hire an employee with personnel number 5001## starting on the first day of the previous month.

The employee is part of the Active employee employee group and the Salaried employee employee subgroup. Your employee is assigned the position of Engineer## in the organizational unit Project department CATS for your group.

You are free to choose the name and other personal data.

The employee works according to the work schedule rule NORM.

For the default values for the time sheet, refer to the values listed for the sender cost center, activity type and plant at the start of the exercises. Select Required to record times in time sheet.

The employee is entitled to leave. In the Absence Quotas infotype (2006), enter the quota type from the data list and a number of days of your choice.

Use the personnel action CATS (Mini master) to hire the engineer. From the initial R/3 screen, choose Human resources Personnel management Administration HR master data Personnel actions. Select the CATS (Mini master) action.

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2 Creating a network in the Project System

Create a network within the Project System to which you later transfer confirmations from the time sheet for the installation of the new freight elevator.

2-1 From the initial R/3 screen, chooseLogistics Project system Basic data Project Special maintenance functions Network Create

2-2 On the initial screen, fill the Network profile, Network type, MRP controller, and Standard network fields with the data provided at the start of the exercise.

2-3 In the next screen, give your network a name. Choose Enter and then release the network (choose Edit Status Release) so that confirmations can be made for the network. Save the data.

Note: Write down the network number displayed in the message that appears. You will need it for a subsequent exercise.


You will later enter time data for this employee for Human Resources, Plant Maintenance, and Controlling. Hire an employee with personnel number 5002## starting on the first day of the previous month.

The employee is part of the Active employee employee group and the Salaried employee employee subgroup. He or she is assigned the position of Technician## in the organizational unit Plant maintenance CATS for your group.

You are free to choose the name and other personal data.

The employee works according to the work schedule rule NORM.

For the default values for the time sheet, refer to the values listed for the sender cost center, activity type and plant at the start of the exercises. Select Required to record times in time sheet.

The employee is entitled to leave. In the Absence Quotas infotype (2006), enter the quota type from the data list and a number of days of your choice.

Use the personnel action CATS (Mini master) to hire the employee. From the initial R/3 screen, choose Human resources Personnel management Administration HR master data Personnel actions. Select the CATS (Mini master) action.

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4 Creating an order in Plant Maintenance

Create an order in Plant Maintenance, to which you later transfer confirmations from the Cross-Application Time Sheet for repairs to the pump.

4-1 From the initial R/3 screen, choose Logistics Plant maintenance Maintenance processing Order Create (general)

4-2 On the initial screen, fill the Order type, Equipment, Planning plant, and Business area fields with the data provided at the start of the exercise.

4-3 In the screen that follows, enter a short text for the order. Assign the work center Mechanical maintenance (MECHANIK) as the main work center (refer to the list at the start of the exercise).

4-4 Assign the task list to the order (refer to the list at the start of the exercises). Choose Extras Task list selection General task lists.Copy all operations to the work center.

4-5 Put the order in process by choosing the Release icon (furthest to the left of the icon bar). Confirmations can now be made for the order. Save the data.

Note: Write down the order number displayed in the message that appears. You will need it for subsequent exercises.

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5 Creating a purchase order in Materials Management

Create a purchase order in Materials Management, for which you later transfer the working hours of external service providers.

5-1 From the initial R/3 screen, chooseLogistics Materials management Purchasing Purchase order Create Vendor/supplying plant known To complete the following steps, you require the list of data provided at the start of the exercise.

5-2 On the screen that appears, select the order type (in the field to the right of the shopping cart icon). Your purchase order is a standard purchase order. Enter the vendor in the relevant field.

5-3 In the Header section, select the Org.data tab and enter the purchasing organization and the purchasing group.

5-4 Choose Item overview. In the Item category column (I), select Service, and in the Account assignment category column (A), select Cost center. Enter a short text. The delivery date is the first workday of the following month.Scroll to the right of the table and enter the Plant. Choose Enter.

5-5 Choose Item details and select the Services tab. In the first row, enter the Service number and the Quantity, for example 100. Scroll to the right and in the same row enter the Cost center and the Material/service group.

5-6 Still in the Item details section, choose the Invoice tab and deselect the Auto field.

5-7 You do not want to use evaluated receipt settlement.

5-8 Save the purchase order. Note: Write down the order number displayed in the message that appears. You will need it for subsequent exercises.

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6 Adding default values for external services for personnel number 5001##.

6-1 Change the Time Sheet Defaults infotype (0315) for employee 5001##. In the External employee section, supplement the external services data. Enter the following data:

The Vendor that you used in the previous exercise

The Sending purchase order that you created in the previous exercise

The Sending purchase order 0010 (from the previous exercise)

The Activity number

From the initial R/3 screen, chooseHuman resources Personnel management Administration HR master data Personnel actions and enter personnel number 5001## in the relevant field.Choose the personnel action CATS (Mini master).

6-2 Scroll forward until the Time Sheet Defaults infotype screen appears and change the default values. Save the data.

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3.12Mini Master for CATS: Solutions

Unit: Mini Master for CATS

Topic: Hiring an Employee and Preparing for Time Recording for the Target Components


1-1 Use the personnel action CATS (Mini master) to hire the employee. From the initial R/3 screen, choose Human resources Personnel management Administration HR master data Personnel actions. Select the CATS (Mini master) action.

1-2 In the Pers. no. field, enter personnel number 5001##. In the From field, enter the first day of the previous month. In the Position field, enter Engineer CATS ##. Use the structure search in the possible entries help to find the position. Choose the Fine Belgian Chocolates organizational unit and then Project department CATS to find Engineer CATS ##. Select the position by double-clicking on it. In the Personnel area field, enter the personnel area listed at the start of the exercises. In the Employee group and Employee subgroup fields, enter Active and Salaried employee respectively. Save your data.

1-3 In the Personal Data infotype (0002), enter a name, date of birth, and nationality of your choice. Save the data.

1-4 In the Organizational Assignment infotype (0001), enter the personnel subarea listed at the start of the exercises in the Personnel subarea field. Save the data.

1-5 In the Planned Working Time infotype (0007), enter the Work schedule rule NORM. Save the data.

1-6 In the Time Sheet Defaults infotype (0315), enter the Sender cost center, Activity type, and Plant listed at the start of the exercises. Save the data.

1-7 In the Absence Quotas infotype (2006), enter the quota type from the data list. Enter any number of days for the quota number. Save the data.

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2 Creating a network in the Project System

Create a network within the Project System to which you later transfer confirmations from the time sheet for the installation of the new freight elevator.

2-1 From the initial R/3 screen, chooseLogistics Project system Basic data Project Special maintenance functions Network Create

2-2 On the initial screen, fill the Network profile, Network type, MRP controller, and Standard network fields with the data provided at the start of the exercise.

2-3 In the next screen, give your network a name. Choose Enter and then release the network (choose Edit Status Release) so that confirmations can be made for the network. Save the data.

Note: Write down the network number displayed in the message that appears. You will need it for subsequent exercises.


3-1 Use the personnel action CATS (Mini master) to hire the employee. From the initial R/3 screen, choose Human resources Personnel management Administration HR master data Personnel actions. Select the CATS (Mini master) action.

3-2 In the Pers. no. field, enter personnel number 5002##. In the From field, enter the first day of the previous month. In the Position field, enter Technician CATS ##. Use the structure search in the possible entries help to find the position. Choose the Fine Belgian Chocolates organizational unit and then Plant maintenance CATS to find Technician CATS ##. Select the position by double-clicking on it. In the Personnel area field, enter the personnel area listed at the start of the exercises. In the Employee group and Employee subgroup fields, enter Active and Salaried employee respectively. Save your data.

3-3 In the Personal Data infotype (0002), enter a name, date of birth, and nationality of your choice. Save the data.

3-4 In the Organizational Assignment infotype (0001), enter the personnel subarea listed at the start of the exercises in the Personnel subarea field. Save the data.

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3-5 In the Planned Working Time infotype (0007), enter the Work schedule rule NORM. Save the data.

3-6 In the Time Sheet Defaults infotype (0315), enter the Sender cost center, Activity type, and Plant listed at the start of the exercises. Save the data.

3-7 In the Absence Quotas infotype (2006), enter the quota type from the data list. Enter any number of days for the quota number. Save the data.

4 Creating an order in Plant Maintenance

Create an order in Plant Maintenance, to which you later transfer confirmations from the Cross-Application Time Sheet for repairs to the pump.

4-1 From the initial R/3 screen, choose Logistics Plant maintenance Maintenance processing Order Create (general)

4-2 On the initial screen, fill the Order type, Equipment, Planning plant, and Business area fields with the data provided at the start of the exercise.

4-3 In the screen that follows, enter a short text for the order. Assign the work center Mechanical maintenance (MECHANIK) as the main work center (refer to the list at the start of the exercise).

4-4 Assign the task list to the order (refer to the list at the start of the exercises). Choose Extras Task list selection General task lists.Copy all operations to the work center.

4-5 Put the order in process by choosing the Release icon (furthest to the left of the icon bar). Confirmations can now be made for the order. Save the data.

Note: Write down the order number displayed in the message that appears. You will need it for subsequent exercises.

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5 Creating a purchase order in Materials Management

Create a purchase order in Materials Management, for which you later transfer the working hours of external service providers.

5-1 From the initial R/3 screen, chooseLogistics Materials management Purchasing Purchase order Create Vendor/supplying plant known To complete the following steps, you require the list of data provided at the start of the exercise.

5-2 On the screen that appears, select the order type (in the field to the right of the shopping cart icon). Your purchase order is a standard purchase order. Enter the vendor in the relevant field.

5-3 In the Header section, select the Org.data tab and enter the purchasing organization and the purchasing group.

5-4 Choose Item overview. In the Item category column (I), select Service, and in the Account assignment category column (A), select Cost center. Enter a short text. The delivery date is the first workday of the following month.Scroll to the right of the table and enter the Plant. Choose Enter.

5-5 Choose Item details and select the Services tab. In the first row, enter the Service number and the Quantity, for example 100. Scroll to the right and in the same row enter the Cost center and the Material/service group.

5-6 Still in the Item details section, choose the Invoice tab and deselect the Auto field. You do not want to use evaluated receipt settlement.

5-7 Save the purchase order. Note: Write down the order number displayed in the message that appears. You will need it for subsequent exercises.

6 Adding default values for external services for personnel number 5001##.

6-2 Change the Time Sheet Defaults infotype (0315) for employee 5001##. In the External employee section, supplement the external services data. Enter the following data:

The Vendor that you used in the previous exercise

The Sending purchase order that you created in the previous exercise

The Sending purchase order 0010 (from the previous exercise)

The Activity number

6-2 From the initial R/3 screen, choose Human resources Personnel management Administration HR master data Personnel actions. Enter personnel number 5001## in the relevant field.Choose the personnel action CATS (Mini master).

6-3 In the next screen, choose Execute info group and choose Next record (arrow icon) to scroll to the Time Sheet Defaults infotype (0315).

In the Vendor field, enter the vendor used in the purchase order. Enter the number of the purchase order in the Sending purch. order field. In the Sending PO item field, enter 0010. In the Service number field, enter the service number listed at the start of the exercises. Save the data.

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4

SAP AG 1999


Structure of the data entry profile

Variants for the data entry process

Configuration of the data entry profile

Choosing the fields for the data entry profile

Contents

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4.2

SAP AG 1999

Configuration of the Data Entry Profile: UnitObjectives


Differentiate variants of the data entry process

Configure data entry profiles

Choose the fields for the data entry profile

(C) SAP AG CA500 2

4.3

SAP AG 1999

Configuration of the Data Entry Profile: Business Scenario

The company requires different data entry profiles for entering person-related time data in various areas

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4.4

SAP AG 1999


Course Overview









(C) SAP AG CA500 4

4.5

SAP AG 1999

Areas Controlled by the CATS Data Entry Profile

Target components

Data entry

Layout

FieldsEntry

Process

To be able to enter time data in the Cross-Application Time Sheet, you must have a data entry profile. You can define different data entry profiles according to your requirements in Customizing.

The data entry profile affects different areas: It determines the data entry process for the time data that is entered using the profile It determines the layout of the data entry screen when the profile is used to access the Cross-

Application Time Sheet It controls the target components to which the time data entered using the profile can be

transferred

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4.6

SAP AG 1999

Steps for Configuring a Data Entry Profile

Hours / clock times1 person / several personsWeekly / daily / monthlyWorklist?. . .

Layout

HR + COPM/CS + COPS + HR. . .

Transfer

The data entry profile defines:

The CATS data entry process

The layout of the data entry screen

The field selection of a data entry profile defines:

The fields displayed

The target components to which data can be transferred

The settings for the time recording process and the data entry screen are made in the data entry profile. It requires two separate steps: Customizing the data entry profile: Several options for controlling the data entry process, the time

sheet layout, and the transfer to the target components are available. You can define how data is entered (on a daily, weekly or monthly basis, recording times as a number of hours or as clock times), the default values you want to use in the time sheet, whether particular times are highlighted, for example.

Field selection: You make the settings for controlling the transfer to the target components in the field selection. For example, you can select the fields that can be filled in the time sheet. The transfer to the target components takes place according to the fields that are filled.

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4.7

SAP AG 1999

Time Recording in the Time Sheet: Variants

Enteryour own working times

(for one person)

Enter data forseveral persons

Release data usingthe release view

OR

Release dataon saving

OR

Approvalrequired

Approvalrequired

OR

No approval:rejection

Approvalgranted

CATS temp.interface

tables

Worklist?Cost center?Time administrator?...

SAP BusinessWorkflow

SAP BusinessWorkflow

E-mailRejection reason

You use the Cross-Application Time Sheet to enter data for one person or for several persons at the same time. The CATS data entry process generally consists of four steps. You may be able to skip some parts of it. You can use a workflow for the approval process.

In each data entry profile you specify whether you want to Record times for individual employees or centrally for several employees Release the time data on saving or using a separate step Approve time data in a separate step or whether no approval is required Transfer the data directly to Time Management in HR when you save it Implement a workflow process for the approval step

Note: This means that the data entry process can vary greatly from one data entry profile to another.

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4.8

SAP AG 1999

Data Entry Profile: Data Entry and Target Component

Time Sheet: Data Entry View

Personnel number

Data entry period

1254

06/08/98 - 06/14/98 Week 27/1998

Worklist

Network Operation Description Total Mon Tue Wed Thu Fri Sat Sun

902187

902187

1000

1010

Layout

Accept. by cust.

20

5

4.0

1.0

3.0

2.0

6.0 4.0

2.0

3.0

Network Operation WrkCtr Total Mon Tue Wed Thu Fri Sat Sun

32

32

8.0

7.0

8.0

5.0

8.0 8.0

5.0

5.0

Att/Abs

19

7

6

5.0

2.0

9.0 6.0

2.0

3.0

7.0

2.0

3.0

2.0

2.0

4.0

Data entry section

902187 1010 2000

902187 1010 2100

902190 1000 2500

0800

0800

0800

Data entry profile: Periods relative

to current date

Data entry profile:Data entry profile: Periods relativePeriods relative

to current dateto current date

Data entry profile - worklist: From Resource Planning From assigned Work center Confirmation pool infosystem

Data entry profile Data entry profile -- worklist:worklist: From Resource PlanningFrom Resource Planning From assignedFrom assigned Work centerWork center Confirmation poolConfirmation pool infosysteminfosystem

Data entry profile: With / without clock times Period type (week, month) Only working days

Data entry profile:Data entry profile: With / without clock timesWith / without clock times Period type (week, month)Period type (week, month) Only working daysOnly working days

Data entry profile: Target hours from

HR Time Management?

Data entry profile:Data entry profile: Target hours fromTarget hours from

HR Time Management?HR Time Management?

Field selection for worklist and data entry section

Field selection for worklist and data entry section

HRData entered determines

the target component

Data entered determines

the target component

PSPS

The layout of the screen and the data entry in the time sheet is controlled using the data entry profile and the field selection.

When you customize the data entry profile, you can specify the following, for example: The required steps in the CATS process, such as whether an approval step is necessary before

the data is transferred to the target component The period type (week, day, month), entry in hours or clock times, scrolling to additional

periods Whether weekdays or calendar days are displayed Whether the employee's work schedule is displayed (Human Resources) Whether you use a worklist for Logistics

In field selection, you can select fields for the data entry section, the worklist, and the settings. Data transfer to one or more target components is possible, depending on the fields in the data entry section. Note: Not all transfer combinations make sense, since they may lead to duplicate postings in Controlling. If this is the case, the system recognizes the problem and acts accordingly.

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4.9

SAP AG 1999

Data Entry Profile: General Settings

General settings

Profile changeable

With target hours

With totals line

With clock times

No deductn of breaks

Highlight rej. recs

Highlight addnl info

Workdays only

Display weekdays

No initial screen

Data entry profile CATS1 Single entry

Release future times

Release on saving

Approval required

No changes after approval

Immediate transfer to HR

Authorization

Print program

Cell length Trip schema

The general settings control the entry of data and the CATS process. Profile changeable: The end user can change various settings for the data entry screen while it is in

use. With target hours: Target hours are displayed in the upper section of the time sheet. You determine

how you want the target hours to be determined in the Time settings section. With totals line: A line with the day total is displayed. With clock times, No deduction of breaks: If users enter clock times (start and end of work) instead

of hours, unpaid breaks (according to the work schedule in Time Management) are not deducted when the number of hours worked is calculated.

Workdays only: Only workdays from the factory calendar are displayed. Release future times: Data for future periods can be released. Release on saving: Data is released immediately when it is saved. Approval required: Data must be approved in a separate step. No changes after approval: Approved data can no longer be changed. Immediate transfer to HR: Data is posted directly to Human Resources. Authorization: See the Assigning Authorizations unit.

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4.10

SAP AG 1999

Data Entry Profile: Time Settings

Time settings

Period type 2 Weekly data entry Periods 3

First day of week 2 Monday

Key date relative 1- Lower limit relative 2 Upper limit relative 2

The time settings determine the period for which time data is recorded. They offer the following options:

Period type: Defines whether the data is recorded on a daily, weekly, or monthly basis. Periods: Specifies how many periods are displayed at the same time for data entry. First day of week: The start of the week. Key date relative: The key date relative to the current date for the time sheet is specified in this field.

The system enters the date automatically, but you can overwrite it if necessary. Lower/upper limit relative: Specifies how far forward or backward the user can scroll when

changing the data entry period in the time sheet. The system takes account of the number of periods in the Periods field.

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4.11

SAP AG 1999

Data Entry Profile: Person Selection

Person selection

Enter for several personnel nos

Select via pers. list

Time administrators

Selection report

Organizational unit Cost center

Enter for several personnel numbers: You can enter data for several persons at the same time. (Choosing Settings allows you to select persons according to various criteria described below.)

Select via pers. list: The system displays a list of personnel numbers for you to select from. You must always use the list option when entering data for several personnel numbers.

You have the following alternatives for generating the list of personnel numbers: Time administrator: The system selects the personnel numbers that are assigned to the relevant

administrator. (Organizational Assignment infotype (0001)) Organizational unit: The system selects the personnel numbers that are assigned to the specified

organizational unit. Cost center: The system selects the personnel numbers that are assigned to the specified cost

center. Selection report: To select the personnel numbers, you can define your own report or use the

standard selection report RPLFST01. If you assign a report variant to the SAP user via the user parameter VSR (Selection report variant), the user can skip the report's selection screen.

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4.12

SAP AG 1999

Data Entry Profile: Cost Accounting Variant

Cost accounting variant

Account assignment to activity type

Assignment of personnel costs to the master cost center

Assignment of personnel costs to the receiver object

Assignment of personnel costs to the sender

Activity allocation between master cost center and sender

If you implement Payroll, various data entry scenarios are available for cost accounting. They are dealt with in more detail in a later unit.

Assignment of personnel costs to the master cost center: In this scenario the employee's master cost center is debited with the personnel costs. The costs are not allocated between the master cost center and the receiver object or sender cost center of an activity.

Assignment of personnel costs to the receiver object: In this scenario you assign the personnel costs for the recorded working times to the receiver object of an activity. You would use this scenario if you do not perform activity allocation.

Assignment of personnel costs to the sender: The personnel costs are assigned to the sender cost center or the sender business process of the activity. In addition, activity allocation is performed.

Activity allocation between master cost center and sender: The personnel costs are assigned to the employee's master cost center. Activity allocation is performed. If the sender of an activity allocation is a business process or a cost center other than the employee's master cost center, an additional activity allocation is performed between the sender and the employee's master cost center.

Account assignment to activity type: Account assignment to an activity type is possible if you use the last two scenarios described above.

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4.13

SAP AG 1999

Data Entry Profile: Default Values

Default values

Controlling area

Activity type

Purchase order

Attendance type

Master cost center

Sender business process

Service master only

Cost center

Wage type

0800

You can set default values for the Cross-Application Time Sheet using the following options: Controlling area: The default value is the controlling area defined in the employee's organizational

assignment (Organizational Assignment infotype (0001) in Human Resources). Master cost center: The default value is the cost center defined in the employee's organizational

assignment (Organizational Assignment infotype (0001) in Human Resources). Cost center, Activity type, Sender business process: The default values for the time sheet are

determined from the specifications made for the personnel number in the Time Sheet Defaults infotype (0315). These values are only taken if a receiver has been specified.

Purchase order, Service master: The default values for the time sheet are determined from the specifications made for the personnel number in the Time Sheet Defaults infotype (0315).

Attendance type, Wage type: The default values are determined based on the specifications made in the data entry profile.

(C) SAP AG CA500 13

4.14

SAP AG 1999

The Time Sheet Worklist

Time Sheet: Data Entry View

Personnel number

Data entry period

1254

08.06.98 - 14.06.98 Week 27.1998

Worklist

Network Operation Description Total Mon Tue Wed Thu Fri Sat Sun

902187

902187

1000

1010

Layout

Accept. by cust.

20

5

4.0

1.0

3.0

2.0

6.0 4.0

2.0

3.0

Network Operation WrkCtr Total Mon Tue Wed Thu Fri Sat Sun

37

32

8.0

7.0

8.0

5.0

8.0 8.0

5.0

5.0

Att/Abs

19

7

6

5.0

2.0

9.0 6.0

2.0

3.0

7.0

2.0

3.0

2.0

2.0

4.0

Data entry section

902187 1010 2000

902187 1010 2100

902190 1000 2500

0800

0800

0800

CopyCopyCopy

Worklist: From Resource Planning From assigned work center From pool of confirmations Customer-defined From CATS

Worklist: From Resource Planning From assigned work center From pool of confirmations Customer-defined From CATS

The worklist consists of employee-specific and object-related information, for example an employee's planned hours from operations from Logistics. The worklist can be used in profiles for single entry in the Logistics components.

The worklist is displayed in a separate section of the time sheet, above the data entry section. The contents and the display fields of the worklist are defined using the profile maintenance and the

field selection for the worklist. The worklist may contain the following information:

Time data that has been recorded in the time sheet Data from Logistics: Resource planning (capacity splits), pools of confirmations, activities

assigned to the employee based on his or her work center assignment Customer-specific worklist that has been created using an SAP enhancement (CATS0001).

The lines in the worklist contain information on planned or completed work. They can be copied to the time sheet and overwritten if necessary.

(C) SAP AG CA500 14

4.15

SAP AG 1999

Data Entry Profile: Worklist

Worklist

With worklist

From Resource Planning

From conf. pool

In process

From work center

Customer enhancement

In process since

Workdays only

days

Copy without hours

You have the following options for setting up the worklist: With worklist: A worklist is only displayed if you select this option. You use field selection to

determine which fields are displayed in the worklist. In process: Data that has already been recorded for the employee is displayed. In process since n days: Limits the recorded time sheet data that is displayed in the worklist. From Resource Planning: Data from Resource Planning (capacity splits) is entered in the worklist

for the relevant employee. From work center: Operations and suboperations and/or operation elements that are assigned to the

employee via the work center are entered in the worklist. Workdays only: Specifies whether the hours displayed in the worklist are distributed over workdays

only. From conf. pool: The system enters information from a confirmation pool, specified when the time

sheet is accessed, in the worklist. Customer enhancement: Specifies whether customer-specific objects can be entered in the worklist.

The system applies an SAP enhancement for this purpose. Copy without hours: When the worklist is copied, the hours it contains are not copied with it.

(C) SAP AG CA500 15

4.16

SAP AG 1999

Data Entry Profile: Data Entry Checks

Data entry checks

General

Collision

More than 24 hours

Time type target hours

Downward tolerance

Upward tolerance

Error message

Error message

%

%

Sub. HR hours Add overtime

Reaction below tol.

Reaction above tol.

No message

Warning

For users of HR

Quotas

Collision with HR

Error message

Error message

Collision: The system checks for time collisions between CATS records. Time collisions can occur in records that specify clock times or in full-day absence records.

More than 24 hours: The system checks whether more than 24 hours have been entered for an employee.

Time type target hours: This field works in combination with the With target hours field in the General settings section. You can use the With target hours field to specify a time type, which is filled during time evaluation. The corresponding hours appear in the time sheet. If no time type is specified, the system uses the target hours from the employee's work schedule. They can also be determined by an SAP enhancement.

Subtract HR hours: Attendances and absences that were entered in HR Time Management are deducted from the target hours.

Upward/downward tolerance: Minimum or maximum percentage by which the value entered may fall below or exceed the target hours.

Quotas: A message may be issued if attendance or absence quotas in HR are exceeded. Collision with HR: CATS records may collide with records from Time Management, for example,

records with clock times and full-day absence records.

(C) SAP AG CA500 16

4.17

SAP AG 1999

Choose Fields

Data entry section Worklist Settings

Choose fields

Customize data entry profile

You can use the field selection to specify which fields are displayed in the Data entry section, Worklist, and Settings, and to determine their attributes. In addition, you can use the field selection to define which target components time sheet data is transferred to. There are two levels of field selection: Modifiable: For defining the general field selection, that is, valid for every data entry profile.

These settings have priority over the settings you make under Influencing. Influencing: For defining which fields are displayed when a particular data entry profile is used.

Within each of these two levels, you can specify the fields for the settings, worklist, and data entry sections.

Process for field selection: Choose Modifiable first to select the fields that you want to show or hide on a general (client-

based) level. Choose Influencing next to select the fields you want to show or hide for a specific profile.

In order to make it more user-friendly, you should try to keep the number of fields displayed on the data entry screen to a minimum.

(C) SAP AG CA500 17

4.18

SAP AG 1999

Field Selection

Screen group

Influencing field

Contents

Data entry section

Data entry profile

CATS201

Modified fields

Att./absence type

Work center

Extra pay indicator

Description

Valuation basis

Rec. WBS element

Rec. cost center

Receiver cost obj.

RecSalesOrd. item

Input Req Disp Hide HiLi

After you have maintained the data entry profile, you can select the fields that you want to appear in it. Select Settings, Worklist, or Data entry section, and then choose Modifiable or Influencing. Note: If you choose Modifiable, the selection is valid for the entire client and for all profiles. If you choose Influencing, you must specify which data entry profile the field selection is valid for. The additional fields are customer-defined fields that can be displayed in the time sheet. They can

be used for reporting, but not for transferring data. You can define up to ten customer fields. In the field selection, you define whether a field in the time sheet is ready for input, display-only,

or hidden. In addition, you can choose to have a field's content highlighted. You should not select the Required entry option for your fields because of the tabular format of CATS data entry.

(C) SAP AG CA500 18

4.19

SAP AG 1999

Configuration of the Data Entry Profile: Summary

You have learned about different variants in the data entry process

You can configure data entry profiles

You are familiar with the field selection

(C) SAP AG CA500 19

4.20Overview of the Fields and Target Components for CATS

4.20.24.20.3Field Name 4.20.4Technical Name 4.20.5Targetcomponents

4.20.6Notes

Att./Absence type CATSD-AWART HR

Work center CATSD-ARBPL PM/PS/CS

Extra pay indicator CATSD-AUFKZ HR

Accounting indicator CATSD-BEMOT PM/PS/CS

Description CATSFIELDS-KOSTLLTXT

None

Valuation basis CATSD-BWGRL HR

Name CATSFIELDS-DISPTEXT2 None

Name CATSFIELDS-DISPTEXT1 None

B Receiver order CATSD-RAUFNR PM/CS/CO Notes 1 & 3

B Rec. business process CATSD-RPRZNR CO

B Rec. cost center CATSD-RKOSTL CO

B Receiver cost obj. CATSD-RKSTR CO

B RecSalesOrd. item CATSD-RKDPOS CO

B Rec. sales order CATSD-RKDAUF CO

B Rec. WBS element CATSD-RPROJ CO

Final confirmation CATSDB-AUERU PM/CS/PS

Full day CATSDB-ALLDF HR

Internal unit of measure CATSD-UNIT CO/MM/HR

Capacity category CATSD-KAPAR PM/CS/PS

Controlling area CATSD-KOKRS CO/PM/PS/CS

Cost center CATSFIELDS-HDRKOSTL None

Short text CATSDB-LTXA1 All

A Activity type CATSD-LSTAR CO

Service number CATSD-LSTNR MM

Wage type CATSD-LGART HR

Overtime comp. type CATSD-VERSL HR

Name employee/appl. CATSFIELDS-LISTNAME None

Name employee/appl. CATSFIELDS-ENAME None

Network CATSD-RNPLNR PS Note 3

Object type CATSD-OTYPE HR

Personnel number CATSFIELDS-PERNR All

Position CATSD-PLANS HR

Premium indicator CATSD-PRAKZ HR

Premium number CATSD-PRAKN HR

(C) SAP AG CA500 20

Forecast finish (date) CATSDB-PEDD PM/CS/PS

Trip number CATSD-REINR None

Remaining work CATSDB-OFMNW PM/CS/PS

Sending PO item CATSD-SEBELP MM-SRV

Sending purch. order CATSD-SEBELN MM-SRV

A Sender cost center CATSD-SKOSTL CO

A Sender business process CATSD-SPRZNR CO

Split number CATSD-SPLIT PM/CS/PS

Statistical key figure CATSD-STATKEYFIG CO

Det. status auto. CATSFIELDS-AUSTAT PM/CS/PS

Tax area CATSD-WTART HR

Price CATSD-PRICE CO

Pay scale group CATSD-TRFGR HR

Pay scale level CATSD-TRFST HR

Partial confirmation CATSDB-ERUZU PM/CS/PS

Transaction currency CATSD-TCURR CO Note 2

Suboperation CATSD-UVORN PM/CS/PS

Operation CATSD-VORNR PM/CS/PS

Previous day indicator CATSDB-VTKEN HR

Currency CATSD-WAERS HR

Plant CATSD-WERKS PM/CS/PSAdditional field 1 CATS_ADDFI-FIELD1 None

Additional field 10 CATS_ADDFI-FIELD10 None









A - Sender of an activity allocation

B - CO receiver object

Notes:

(1) The configuration of the order determines which target component the data is transferred to. Time sheet data is transferred to Plant Maintenance or Customer Service only if the order permits confirmations to be made.

(C) SAP AG CA500 21

(2) Currency for Price field. (Only used in conjunction with an activity type.)

(3) If you enter objects in combination with a wage type, the target component is selected based on the characteristics of the wage type. If the Bonus indicator for time leveling and time sheet field is left blank in table T511, time sheet data is transferred to Controlling.

(C) SAP AG CA500 22

4.21Configuration of the Data Entry Profile: Exercises

Unit: Configuration of the Data Entry Profile

Topic: Setting Up Data Entry Profiles for the Cross-Application Time Sheet

Configuration of data entry profiles

Field selection

The company requires different data entry profiles for entering person-related time data in various areas

1 Set up a data entry profile CATS##1 for entering time data for Human Resources and the Project System. You will use the profile later for entering data for employee 5001##.

You want to record working time weekly for individual employees.

You want the days to be displayed as dates. You want to be able to enter data for every day.

You also want to release data recorded for days that lie in the future. You want the data to be approved in a separate step. The data can still be changed after approval.

You want rejected hours and any hours for which additional data has been entered to be highlighted.

You want the hours from the employee's work schedule to be displayed. You want the total hours per day to be displayed.

You want the current week to be displayed as default. You want to be able to scroll four weeks backwards and six weeks forwards to change the data entry period.

You want to use default values (controlling area, cost center, and activity type) from the Time Sheet Defaults infotype (0315). In addition, you want the attendance 0800 Attendance hours to be proposed as the default value.

You want personnel costs to be assigned to the master cost center.

You want error messages to be displayed if there are collisions between CATS records or between CATS records and HR records, if quotas are exceeded, or if more than 24 hours are entered per day.

You want a warning to be issued if the recorded hours exceed the target hours by more than 25%.

(C) SAP AG CA500 23

You want hours entered directly in HR Time Management and overtime hours to be taken into account.

Optional: You can set up a worklist based on the employee's work center.

2 Set up a data entry profile CATS##2 for entering time data for Plant Maintenance. Use profile CATS##1 as a template. You will use the profile later for entering data for employee 5002##.

This profile has the same settings as profile CATS##2.

3 Set up a data entry profile CATS##3 for entering time data for Controlling. Use profile CATS##2 as a template. You will use the profile later for entering data for employee 5002##.

Make the same settings for this profile as for CATS##2. If you set up a worklist for CATS##2, however, delete these settings.

4 Set up a data entry profile CATS##4 for entering time data for External Services. Use profile CATS##3 as a template. You will use the profile later for entering data for employee 5001##.

A separate approval step is not required when you use this profile to enter time data. Choose only the purchase order and the service master as default values.

(C) SAP AG CA500 24

5 Select the fields you want to appear in the data entry section for profile CATS##1. This profile is used to enter time data that is transferred as attendances to Human Resources and as confirmations for networks to the Project System.

5-1 In the IMG, choose Cross-Application Components Time Sheet Time Recording Choose Fields.

5-2 Select Data entry section, choose Influencing, and enter the profile name CATS##1. Note: Choose Enter once you have entered the profile name.

5-3 You require the Attendance/absence type, Activity type, Name employee/applicant (CATSFIELDS-ENAME), Network, Operation/activity, Personnel number, and Sender cost center fields.

5-4 Optional: If you created a worklist in the profile settings for the previous exercise, you can also select fields for it.In the same Customizing step, select Worklist, choose Influencing, and enter the profile name CATS##1.

5-5 Choose, for example, the Network, Activity/operation, and Operation short text fields.

(C) SAP AG CA500 25

6 Select the fields you want to appear in the data entry section for profile CATS##2. This profile is used to enter time data that is transferred as confirmations for orders to Plant Maintenance.


6-2 Select Data entry section, choose Influencing, and enter the profile name CATS##2.

6-3 You require the Activity type, Final confirmation, Name employee/applicant (CATSFIELDS-ENAME), Operation/activity, Partial confirmation, Personnel number, Plant, Receiver order, Remaining work, Sender cost center, Short text, and Work center fields in the data entry section.

7 Select the fields you want to appear in the data entry section for profile CATS##3. This profile is used to enter time data that is transferred as activity allocations to Controlling and as employee remuneration information to Human Resources.



7-3 You require the Activity type, Attendance/absence type, Name employee/applicant (CATSFIELDS-ENAME), Personnel number, Receiver cost center, Sender cost center, and Wage type fields.

8 Select the fields you want to appear in the data entry section for profile CATS##4. This profile is used to enter time data that is transferred to the service entry sheet in External Services.



You require the Name employee/applicant (CATSFIELDS-ENAME), Personnel number, Service number, Sending PO item, and Sending purch. order fields.

(C) SAP AG CA500 26

4.22Configuration of the Data Entry Profile: Solutions

Unit: Configuration of the Data Entry Profile

Topic: Setting Up Data Entry Profiles for the Cross-Application Time Sheet

1 Set up a data entry profile CATS##1 for entering time data for Human Resources and the Project System. You will use the profile later for entering data for employee 5001##.

1-1 Go to the Implementation Guide (IMG). Then choose Cross-Application Components Time Sheet Time Recording Set Up Data Entry Profiles.

1-2 Choose New entries. On the next screen, enter the name CATS##1 and a short description, for example HR/PS (Group ##), in the relevant fields.

1-3 In the General settings section, select the following options:

With target hoursWith totals lineHighlight rej. recsHighlight addnl infoRelease future timesApproval required

1-4 In the Time settings section, enter the following values:

Period type: 2 (Weekly data entry)Periods: 1First day of week: - blank - (Monday)Key date relative: - blank -Upper limit relative: 4Upper limit relative: 6

1-5 In the Person selection section, do not select any of the options.

1-6 In the Cost accounting variant section, select the first option Assignment of personnel costs to master cost center.

(C) SAP AG CA500 27

1-7 In the Default values section, select the following options:

Controlling areaCost centerActivity typeAtt./absence type

In the Att./absence type field, enter the attendance type 0800 (Attendance hours).

1-8 If you want to set up a worklist, select the following options in the Worklist section:

With worklistBy work center

1-9 In the Data entry checks: General section, select the following options:

Collision: Error messageMore than 24 hours: Error messageTime type target hours: BlankSub. HR hours: SelectedAdd overtime: SelectedDownward tolerance: BlankReaction below tol.: No messageUpward tolerance: 25 %Reaction above tol.: Warning

1-10 In the Data entry checks: For users of HR section, select the following options:

Quotas: Error messageCollision with HR: Error message

1-11 Save the profile.

2 Set up a data entry profile CATS##2 for entering time data for Plant Maintenance. Use profile CATS##1 as a template. You will use the profile later for entering data for employee 5002##.

2-1 In the IIMG, choose Cross-Application Components Time Sheet Time Recording Set Up Data Entry Profiles.

2-2 Select data entry profile CATS##1 and choose Copy. On the next screen, enter the name CATS##2 and a short description, for example PM (Group ##), in the relevant fields.

2-3 You can leave the settings as they were for the CATS##1 data entry profile that you copied. If you created a worklist for CATS##1, you should delete these entries in the new profile.


(C) SAP AG CA500 28

3 Set up a data entry profile CATS##3 for entering time data for Controlling. Use profile CATS##2 as a template. You will use the profile later for entering data for employee 5002##.

3-1 In the IMG, choose Cross-Application Components Time Sheet Time Recording Set Up Data Entry Profiles.

3-2 Select the data entry profile CATS##2 and choose Copy. On the next screen, enter the name CATS##3 and a short description, for example HR/CO (Group ##), in the relevant fields.

3-3 You can leave the settings as they were for the CATS##2 data entry profile that you copied. If you created a worklist for CATS##2, you should delete these entries in the new profile.


4 Set up a data entry profile CATS##4 for entering time data for External Services. Use profile CATS##3 as a template. You will use the profile later for entering data for employee 5001##.

4-1 In the IMG, choose Cross-Application Components Time Sheet Time Recording Set Up Data Entry Profiles

4-2 Select the data entry profile CATS##3 and choose Copy. In the next screen, enter the name CATS##4 and a descriptive text in the relevant fields.

4-3 Since the approval step is not required for this profile, deselect the following option in the General settings section: Approval required

4-4 In the Default values section, select only the following options:Purchase orderService master


(C) SAP AG CA500 29

5 Select the fields you want to appear in the data entry section for profile CATS##1. This profile is used to enter time data that is transferred as attendances to Human Resources and as confirmations for networks to the Project System.



5-3 Hide all the fields except for Activity type, Attendance/absence type, Name employee/applicant (CATSFIELDS-ENAME), Network, Operation/ activity, Personnel number, and Sender cost center. To do this, select the Input column for the fields you require, and the Hide column for all other fields.Save the data.

5-4 Optional: If you created a worklist in the profile settings for the previous exercise, you can also select fields for it.In the same Customizing step, select Worklist. Choose Influencing and enter the profile name CATS##1.

5-5 Hide all fields except for Description, Network, and Operation/activity. To do this, select the Input column for the fields you require, and the Hide column for all other fields.Save the data.

6 Select the fields you want to appear in the data entry section for profile CATS##2. This profile is used to enter time data that is transferred as confirmations for orders to Plant Maintenance.



6-3 You require the Activity type, Final confirmation, Name employee/applicant, Operation/activity, Partial confirmation, Personnel number, Plant, Receiver order, Remaining work, Sender cost center, Short text, and Work center fields. To do this, select the Input column for the fields you require, and the Hide column for all other fields.Save the data.

(C) SAP AG CA500 30

7 Select the fields you want to appear in the data entry section for profile CATS##3. This profile is used to enter time data that is transferred as activity allocations to Controlling and as employee remuneration information to Human Resources.



7-3 Hide all the fields except for Activity type, Attendance/absence type, Name employee/applicant, Personnel number, Receiver cost center, Sender cost center, and Wage type. To do this, select the Input column for the fields you require, and the Hide column for all other fields.Save the data.

8 Select the fields you want to appear in the data entry section for profile CATS##4. This profile is used to enter time data that is transferred to the service entry sheet in External Services.



8-3 Hide all the fields except for Name employee/applicant, Personnel number, Sending PO item, Sending purch. order, and Service number. To do this, select the Input column for the fields you require, and the Hide column for all other fields.Save the data.

(C) SAP AG CA500 31

5

SAP AG 1999


Entering time data

Releasing time data

Approving time data

Approval without workflow

Approval with workflow

Contents

(C) SAP AG CA500 1

5.2

SAP AG 1999

Working with the Time Sheet: Objectives

At the conclusion of this unit, you will be able to:

Distinguish between the two types of data entry in the Cross-Application Time Sheet

Describe the release step

Describe the approval step

(C) SAP AG CA500 2

5.3

SAP AG 1999

Working with the Time Sheet: Business Scenario

There are different methods of entering data in the Cross-Application Time Sheet. The data must also be released and approved. Only then can it be transferred to the target component in a later step.

(C) SAP AG CA500 3

5.4

SAP AG 1999


Course Overview









(C) SAP AG CA500 4

5.5

SAP AG 1999

Processing Status of Time Sheet Data

Status '10'In process

Status '20'Released forApproval

Status '30'Approved

Status '50'Changed afterapproval

Status '60'Cancelled Status '40'

ApprovalRejected

During the CATS process, the processing status of the time sheet data changes depending on the step performed and on the settings in the data entry profile. The status keys are as follows: Status '10' : In process Status '20' : Released for approval Status '30' : Approved Status '40' : Approval denied Status '50' : Changed after approval Status '60' : Cancelled

(C) SAP AG CA500 5

5.6

SAP AG 1999

Step 1: Entering Time Data

Recording data using the time sheet

The data entered is stored in the CATS database with status 10 (in process).

Step 1: Entering time dataCATSdatabase

One personnel number Several personnel

numbers

There are two methods of entering time data in the time sheet: Single entry for one employee Data entry for several personnel numbers using the person list

If you use the single entry option, you choose one data entry profile and one personnel number. You can only enter time data for that personnel number.

In order to use one entry profile as a default, you can specify parameter CVR in the user parameters. If you want to enter data for several personnel numbers using a person list, you can access a list of

personnel numbers for whom you can edit time data. After the recorded data has been saved, it is stored in the CATS database with status '10' (in process).

There are some data entry profiles where the data is released or approved as soon as it is saved.

(C) SAP AG CA500 6

5.7

SAP AG 1999

Entering Data for Several Personnel Numbers

Settings

Organizational unit

Time administrators

Cost center

Employee list

Entry of time data for one or morepersons

ReportABAPABAP

You can enter time data for several personnel numbers using a list of personnel numbers.This requires a profile that permits data entry using a list of personnel numbers.

According to your selection in the settings, the system displays a person list from which you can select one or more persons and enter time data for them.

You can use the Settings function to select a person list according to different criteria. You can generate a list of personnel numbers according to different criteria. You can select employees for whom a particular time administrator in a specific administrator group is responsible. The time administrator and administrator group are stored in the Organizational Assignment infotype (0001) for the employees. You can also select employees from a particular organizational unit or cost center. An employee's assignment to an organizational unit and cost center is also stored in the Organizational Assignment infotype (0001). A further option is to generate the list of personnel numbers using a report. In the standard system, report RPLFST01 is available for this purpose.

When you set up the data entry profile, you choose one of the four selection options Time administrator, Organizational unit, Cost center or Selection report as a default value for selecting the list of personnel numbers.

(C) SAP AG CA500 7

5.8

SAP AG 1999

Step 2: Releasing Time Data

Enter time data using thetime sheet

Releasing the time data(if release step is active)

Status ‘20’-Released for approval

Step 2: Releasing time data

CATSdatabase

The purpose of the release step is to make the time data available for approval. The release step is optional and depends on the setup of the data entry profile.

When time data is released, certain checks are performed, for example a quota check. If a leave absence is entered, for example, the system checks whether the employee still has enough leave days.

The data can be released as soon as it is saved, or in a separate release step. On saving the data, the system checks objects (for example, correct cost center or attendance type)

regardless of whether the data is released as soon as it is saved or later in a separate release step. Depending on the profile settings, you can release time data as soon as it is saved, or in the release

view. If you have set up your data entry profile so that the release step is skipped, the time data is assigned

status '20' (released for approval) when it is saved.

(C) SAP AG CA500 8

5.9

SAP AG 1999

Customizing the Release Step


General settings

Profile changeable

With target hours

With totals line

With clock times


Highlight rej. recs


Workdays only

Display weekdays

No initial screen


Release on saving

Approval required



Authorization

Print program

The parameters for customizing the release step are stored in the General settings section of the data entry profile.

The Release future times parameter determines whether or not you can release time data that has been entered for future periods.

The Release on saving parameter determines whether the time data is released as soon as it is saved or in a separate release step.

(C) SAP AG CA500 9

5.10

SAP AG 1999

Step 3: Approving Time Data

HR temp.file

HR temp.file

Record time data using the time sheet

Release time data(if release step is active)

Step 3: Approving time data

CATSdatabase

Status ‘30’- ‘40’‘Approved’ - ‘Approval denied’

PS temp.file

PS temp.file

CO temp.file

CO temp.file

MM-SRVtemp. fileMM-SRVtemp. file

PM/CStemp. file

PM/CStemp. file

Approve time data (if approval step is active)

The purpose of the approval step is to check the time data before it is transferred to the target component. The approval step is optional and depends on the setup of the CATS profile.

Only released time data (status ‘20‘) can be approved. Only approved time data (if an approval is required) can be transferred to the target components. At the approval stage, time data can either be approved or rejected. If the data is rejected, a rejection

reason can be specified. Rejection reasons are stored in Customizing. If you have set up you data entry profile so that the release and approval steps are skipped, the time

data is assigned status '30' (approved) when it is saved. Approved time data is flagged as approved and copied to the interface tables for the target

components.

(C) SAP AG CA500 10

5.11

SAP AG 1999

Customizing the Approval Step


General settings

Profile changeable

With target hours

With totals line

With clock times


Highlight rej. recs


Workdays only

Display weekdays

No initial screen


Release on saving

Approval required



Authorization

Print program

The Approval required parameter in the General settings for the data entry profile determines whether or not the time sheet data must be approved before being transferred to the target components.

The approval procedure can also be performed using a workflow. Example: As soon as time data is released in the time sheet, the superior is receives a message in his or her inbox informing him or her that the data must be approved, and can go straight to the approval step by choosing the relevant pushbutton.

(C) SAP AG CA500 11

5.12

SAP AG 1999

Approval

Chris Miller 7 hours1000

1001

1502

Michaela Maier

Sergio García 8 hours

9 hours

Approved

To be approved

Persons in September

Rejected

Select according todifferentcriteria

Organizational structure

Person dataTime sheet data

There are three selection options for selecting the time data to be approved. Selection using organizational structure. For example, you can select all employees assigned to a

particular organizational unit. Selection according to personal data. You can select time data according to the employee's

organizational assignment. Selection according to time sheet data. You can select time data with a particular status or

according to sender parameters such as cost center, purchase order, or receiver parameters such as cost center, order, and so on.

The color of the traffic light changes according to which task has been carried out: Green: The entries have been approved. Yellow: The entries are available for approval. Red: The entries have been rejected.

If a data record is rejected, it can be assigned a rejection reason. Rejection reasons can be stored in Customizing.

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5.13

SAP AG 1999

Approval using a Workflow

To be approved

Approved

Rejected

??Workflow

Employee

Data entryRelease

Approved

Rejected??

?

Superior

Administrator

If you want to use workflow for the approval process, select the relevant option in the data entry profile. Employees responsible for approving time data are notified automatically and can run the approval report (RCATSB01) for the relevant personnel numbers directly from their Inbox.

The SAP standard system includes three different standard workflow tasks for the CATS approval process: Approver specified by employee (task ID TS40007901): There is no standard role for this task,

which means the employee who has entered time data and wants to have it approved must specify a recipient for the work item when he or she releases the data.

Approval by superior (task ID TS20000460): If you want data to be approved by the employee's superior, specify this standard workflow task in the data entry profile. The superior is determined according to the staff assignments in Organizational Management.

Approval by time administrator (task ID TS20000459): If you want data to be approved by the employee's time administrator, specify this standard workflow task in the data entry profile. Time administrators are assigned to employees in the Organizational Assignment infotype (0001).

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5.14

SAP AG 1999

Working with the Time Sheet: Summary

You can enter data for one personnel number only and using a list of personnel numbers

You can describe the release step

You can describe the approval step

(C) SAP AG CA500 14

5.15Data Sheet: Working with the Time Sheet


Data in the exercises may vary according to the country

Entering time data for Controlling(Employee 5002##)

Receiver cost center 4290

Wage type MM00

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5.16Working with the Cross-Application Time Sheet: Exercises

Unit: Working with the Cross-Application Time Sheet

Topic: Entering, Releasing, and Approving Data

Entering person-related time data

Releasing person-related time data

Approving person-related time data

There are different methods of entering data in the Cross-Application Time Sheet. The data must also be released and approved. Only then can it be transferred to the target component in a later step.

1 Enter time data for employee 5001## using the data entry profile CATS##1 and then release the data. You will later transfer this data to Human Resources and the Project System.

1-1 Access the time sheet.

1-2 Use data entry profile CATS##1 and for employee 5001## enter 8 hours for activity 1010 for Monday and Tuesday of the current week. The time data will be used to confirm the network you created earlier. Enter the network number in the corresponding field.

1-3 For Wednesday of the current week, enter 8 hours for activity 1030 and the same network number as before. Confirm your entries using Enter. The default value 0800 appears in the Attendance/absence type field.

1-4 For Monday and Tuesday of the following week (as long as they are not public holidays), enter 8 hours of leave (absence type 0100). Release the data and save the changes.

(C) SAP AG CA500 16

2 Enter time data for employee 5002## using data entry profile CATS##2 and release the data. You will later transfer the data to Plant Maintenance.


2-2 For Monday and Tuesday of the current week, enter hours equivalent to the target hours for activity 0010 for the order you created earlier.

2-3 For Wednesday, enter 4 hours for activity 0020 and the same order number as before.Release the data and save the changes.

3 Enter time data for employee 5002## using data entry profile CATS##3 and release the data. You will later transfer this data to Controlling and Human Resources.


3-2 Enter the planned hours for each day of the previous week. In the Receiver cost center field, enter the value provided in the list at the start of the exercise, and in the Attendance/absence type field, use the default value.

3-3 Enter employee remuneration information for Thursday and Friday. For both of these days, enter 4 hours. In the Receiver cost center and Wage type fields, enter the values provided in the list at the start of the exercise. Release the data and save the changes.

4 Enter time data for employee 5001## using data entry profile CATS##4 and release the data. You will later transfer the data to External Services.


4-2 Enter as many hours as you choose for the whole of the previous week for employee 5001##. Release the data and save the changes.

5 Approve your employees' data.

(C) SAP AG CA500 17

5.17Working with the Cross-Application Time Sheet: Solutions

Unit: Working with the Cross-Application Time Sheet

Topic: Entering, Releasing, and Approving Data

1 Enter time data for employee 5001## using the data entry profile CATS##1 and then release the data. You will later transfer this data to Human Resources and the Project System.

1-1 From the initial R/3 screen, choose Human resources Time management Time sheet Time data Enter. Enter data entry profile CATS##1 and personnel number 5001## in the corresponding fields. Choose Enter times.

1-2 On the next screen, enter the number of the network you created earlier in the Network column. In the Operation/activity column, enter activity 1010. Enter 8 hours for Monday and Tuesday of the current week.

1-3 For Wednesday of the current week, enter 8 hours for activity 1030 and the same network number as before. Confirm your entries using Enter. The system shows the attendance/absence type and other default values.

1-4 For two days in the following week (as long as they are not public holidays), enter 8 hours. In the Attendance/absence type column (A/Aty.), enter absence type 0100. When you confirm your entries with Enter, the system overwrites the number of hours you entered with the employee's planned hours.

1-5 Choose Release view in the lower screen area to switch to the release view. Select your data, by selecting the rows, for example. Choose Release (open padlock icon) to release the data. Save the data.

(C) SAP AG CA500 18

2 Enter time data for employee 5002## using data entry profile CATS##2 and release the data. You will later transfer the data to Plant Maintenance.


2-2 On the next screen, enter the number of the order you created earlier in the Order column. In the Operation/activity column, enter activity 0010. Enter a number of hours equivalent to the target hours for Monday and Tuesday. To do this, select the row containing the order number and the columns for Monday and Tuesday and choose Target hours. The system automatically copies the data from the row displaying the target hours.

2-3 For Wednesday, enter 4 hours for activity 0020 and the same order number as before.Release the data and save the changes.

3 Enter time data for employee 5002## using data entry profile CATS##3 and release the data. You will later transfer this data to Controlling and Human Resources.


3-2 Scroll backwards to the previous week. Enter hours equivalent to the target hours for the whole week. In the Receiver cost center field, enter the cost center provided in the list at the start of the exercises. Release the data and save the changes.

3-3 Enter employee remuneration information for Thursday and Friday. For both of these days, enter 4 hours. In the Receiver cost center and Wage type fields, enter the values provided in the list at the start of the exercise. Release the data and save the changes.

(C) SAP AG CA500 19

4 Enter time data for employee 5001## using data entry profile CATS##4 and release the data. You will later transfer the data to External Services.


4-2 Scroll backwards to the previous week. Enter as many hours as you choose for the whole week. The default values from the Time Sheet Defaults infotype (0315) appear after you have confirmed your entries using Enter. Release the data and save the changes.

5 Approve the employees' data.

5-1 From the initial R/3 screen, choose Human resources Time management Time sheet Approval Selection using personal data.

5-2 In the next screen, enter personnel numbers 5001## and 5002## in the corresponding fields.

5-3 Choose All as the period, or limit the period from the start of last week to the end of the week after next.

5-4 Choose Execute.

5-5 Select your personnel numbers from the list of employees. In the next list, the data records requiring approval are indicated by an amber traffic light. Select the data records and choose Approve. The traffic lights turn to green. Save the data.

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6

SAP AG 1999


General aspects of the transfer

Transferring data to the target components

Allowed combinations for transfers

Transferring data to the target components

Contents

(C) SAP AG CA500 1

6.2

SAP AG 1999

Transferring the Time Data: Course Objectives


Discuss the general aspects of time data transfer

Explain how to transfer data

List the allowed combinations for transfers

Transfer time data to target components

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6.3

SAP AG 1999

Transferring the Time Data: Business Scenario

Approved time data is transferred to the targetcomponents for further processing

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6.4

SAP AG 1999


Course Overview









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6.5

SAP AG 1999

Step 4: Transferring Approved Time Data

Step 4: Transfer time data

Transfer to HRInfotypes:Absences (2001)Attendances (2002)EE Rem. Info. (2010)

HR infotypes2001 / 2002

2010

COinterface

tables

COinterface

tables

PSinterface

tables

PSinterface

tables

PM/CSinterface

tables

PM/CSinterface

tables

HRinterface

tables

MM-SRVinterface

tables

MM-SRVinterface

tables

The time data is not transferred to the target component immediately. Instead, when the data is entered, it is saved to the database table for the time sheet (CATSDB).

When the data is approved, it is written to the independent interface tables of the target components. The system uses the working time attributes (network, attendance/absence type, and so on) to determine which data belongs to which target component.

The data is transferred to each target component separately. This means that you can set up different transfer intervals for the different target components, for example, daily for Human Resources and weekly for the Project System. You can also transfer data to several target components in one step.

There are special functions for postprocessing any errors that occur during transfer.

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6.6

SAP AG 1999

Transfer to Human Resources

A/A type Mon TueWage type Wed

0800

HR

7.50 8.00

6.00ME90

The system uses the working time attributes to determine the target component to which a data record must be transferred.

HR example: If an attendance or absence type is entered in the time sheet, a record is created in the Attendances (2002) or Absences (2001) infotype when the data is transferred. If a wage type is entered, a record is created in the EE Remuneration Info. infotype (2010).

The data is transferred using report RPTEXTPT. It reads the data to be transferred from the interface tables PTEX2000 and PTEX2010.

A log is generated when the transfer report is run. The log can contain records that have not been transferred successfully, for example, due to collisions with other Time Management infotypes.

The log uses traffic light symbols to show received records (in green), successful postings (in yellow), and unsuccessful postings (in red). If errors occur when the data is transferred, you can see more information on the errors by going back a step in the menu.

You can find details of any errors that occurred during transfer in the log. You can correct the errors in the time sheet and repeat the transfer.

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6.7

SAP AG 1999

Transfer to Project System

PS

Act. TueNetwork Mon

22150 0010 8.00


PS example: If a network number and activity number are entered in the time sheet, the data is transferred to Project System (PS). A confirmation is also generated in the Project System.

The data is transferred using the transfer report RCATSTPS, which generates confirmation documents in the Project System.

If an error occurs when data is transferred to the Project System (PS), you can access the function for postprocessing error records. The system displays a list of network confirmations, which lists the errors. You can branch directly from the list to the Collective confirmation.

If there are activities in Project System that do not require confirmations (this depends on how they are set up for the network), the system recognizes that the data must be transferred to Controlling (for activity allocation) rather than to Project System.

Note: Data cannot be transferred to Controlling and Logistics simultaneously. The cost center is assigned to the network, therefore a simultaneous transfer would result in a double posting.

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6.8

SAP AG 1999

Transfer to Plant Maintenance/Customer Service

PM CSor

Rec.Order Work cntr MonAct.

901878 ME01 8.000100


PM/CS example: If a confirmable receiver order and an operation are entered in the time sheet, the data is transferred to Plant Maintenance (PM) or Customer Service (CS). A confirmation for an order is generated in PM or CS.

The data is transferred using the transfer report RCATSTPM, which generates confirmation documents in Plant Maintenance or Customer Service.

If an error occurs when the data is transferred to Plant Maintenance or Customer Service (PM/CS), you can call the function for postprocessing the records that contain errors. The system displays a list of order confirmations, which lists the errors. You can branch directly from the list to the Collective confirmation.

Note: Data cannot be transferred to Controlling and Logistics simultaneously. The cost center is assigned to the order, therefore a simultaneous transfer would result in a double posting.

(C) SAP AG CA500 8

6.9

SAP AG 1999

Transfer to Controlling

CO

Send.CCt. Rec.CCt. MonATyp

4300 4271 8.001410


CO example: If a sender cost center, a receiver cost center, and an activity type are entered in the time sheet, the data is transferred to Controlling (CO) for activity allocation.

You transfer time sheet data to Controlling using report RCATSTCO. The report creates one or more Controlling documents for activity allocation or statistical key figures.

Time sheet data is only transferred to Controlling if a sender object and at least one receiver object are entered in the time sheet, for example, the sender cost center and the sales order.

Note: Data cannot be transferred to Controlling and Logistics simultaneously. The cost center is assigned to the network or order, therefore a simultaneous transfer would result in a double posting.

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6.10

SAP AG 1999

Reducing the Number of Documents in Controlling

COCATS

Options for organizing your data: All documents All documents for one personnel number All documents with the same sender and receiver account

assignments All documents for one personnel number with the same

sender and receiver account assignments

When you transfer data to Controlling, you can reduce the number of documents that are generated. Time sheet data can be organized according to different criteria in one document.

You can set up the following options in the Implementation Guide (IMG): One CO document is filled for each data record (no grouping) All data records in one CO document All data records for one personnel number in one CO document Data records are organized into one CO document This means that the times from all records with

the same combination of sender and receiver object are combined. Records are organized per personnel number. This means that the times from all records for one

personnel number with the same combination of sender and receiver object are combined.

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6.11

SAP AG 1999

Transfer to External Services Management

MM-SRVMM-SRV

Item Mon TueService number

4500004483 8.00

Send.POrd

0010 000000000000100140


MM-SRV example: If a sending purchase order, a sending purchase order item, and a service number are entered in the time sheet, the data is transferred to the service entry sheet in External Services Management (MM-SRV).

Note: For the system to be able to identify clearly the data to be transferred, the activity number must not appear more than once in the purchase order.

Transferred CATS data must be accepted in External Services Management. You cannot use the time sheet to cancel time data that has already been transferred to the target

component. If you need to cancel data, do this in MM-SRV. If the purchase order does not contain an account assignment, the account assignment category “x”

(= all auxiliary account assignments) is used in the time sheet. The system must be set up so that a G/L account for the service number is found automatically.

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6.12

SAP AG 1999

Transfer: Allowed Combinations

X X

X XX X

XX

X X X

X X X

X X

X X

COCO HR MM-SRVMM-SRV PM/CSPM/CS PSPS

CATSCATS

COCOMMMM

HRPMPM

PSPSCSCS

The table shows the allowed combinations for the transfer of data in the Cross-Application Time Sheet (transfers to one single application are not shown).

Data cannot be transferred to Controlling and Logistics simultaneously. A confirmation of an operation/activity, for example, is therefore only posted as a confirmation (and generates the relevant actual costs or credits the performing cost center). An additional posting as an internal activity allocation would result in double postings.

The above table can be summarized as follows: You can transfer data to each target component separately You can combine each target component with Human Resources You can, in addition, combine Materials Management with Project System, Plant Maintenance, or

Customer Service.

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6.13

SAP AG 1999

Transfer to Multiple Target Components

RCATSTAL

PM/CS

PS

CO

HR

Transfer in one step

HRPMPM PSPS COCOCSCS

PSinterface

tables

PSinterface

tables

COinterface

tables

COinterface

tables

PM/CSinterface

tables

PM/CSinterface

tables

HRinterface

tables

Report RCATSTAL combines the reports for time data transfers to the HR, CO, PM/CS, and PS components. Transfers to External Services must still be performed in a separate step however.

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6.14

SAP AG 1999

Processing Status

5050

3030

2020

1010

6060

4040

In process

Released

Approved

Rejected

Cancelled

Changed afterapproval

8 hours8 hoursChange

3030

2020

1stdocument

2nd document

Documentnumber

Documentnumber

6 hours6 hours

1010

The data you enter in the time sheet is first stored in the CATS database with status 10 (In process). After the data is released, the status changes to 20 (released for approval).

Once the approval step has been performed, the data is assigned either status 40 (Rejected) or 30 (Approved). A document number is assigned for each approved record. Transferring data does not alter its status, however, a transfer indicator is set in the interface tables.

If approved data is subsequently changed in the time sheet, the status of the original data record changes to 50 (Changed after approval). If the new record is also approved, a document number is assigned to this record too. The status of the original record then becomes 60 (Cancelled).

A cancelled time sheet data record is handled as follows when it is transferred: Plant Maintenance/Customer Service/Project System (PM/CS/PS): The original confirmation is

cancelled. Controlling (CO): A negative posting is created. The original CO document remains in the system. Human Resources (HR): The infotype record based on the cancelled data is deleted. If necessary,

retroactive accounting is triggered.

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6.15

SAP AG 1999

Connection to the Target Component

PS network confirmationsHR attendances

Connection to the target component

CATSDB

Target component

CATS Doc.No.: 1803Pers.No.: 200009915 hrs - 06/19/97Network: 19030Network activity 10

Confirm. no.: 540/2Network: 19030Network activity 105 hrs - 06/19/97Attendance 08005 hrs - 06/19/97CATS Doc.No.: 1803

You can use the CATS document number to trace which time sheet record triggered which posting to the target component.

In addition, the document number allows you to keep track of the changes made to data that had already been approved.

(C) SAP AG CA500 15

6.16

SAP AG 1999

Transferring the Time Data: Summary

You can describe the general aspects of data transfer

You can explain how the data is transferred

You can list the allowed combinations for datatransfers

You can transfer time data to the target components

(C) SAP AG CA500 16

6.17Transferring the Time Data: Exercises

Unit: Transferring Time Sheet Data

Topic: Transferring Data to the Target Components

Transferring the person-related time sheet data to the appropriate target component

Approved time sheet data is transferred to the target components for further processing

1 Transfer to Human Resources

1-1 Transfer the time data for your employees 5001## and 5002## to Human Resources. Note: Ensure you transfer the data for your employees only.

1-2 Use the Follow-on documents function in the time sheet to check the transferred data.

1-3 You can also view the follow-on documents in HR Time Management. Choose Human resources Time management Administration Time data Display.

2 Transfer to Project System

2-1 Transfer the time data for your employee 5001## to Project System.Note: Ensure you transfer the data for your employees only.


2-3 You can also view the follow-on documents in Project System. Choose Logistics Project system Progress Confirmation Individual confirmation Display.

(C) SAP AG CA500 17

3 Transfer to Plant Maintenance

3-1 Transfer the time data for your employee 5002## to Plant Maintenance.Note: Ensure you transfer the data for your employees only.


3-3 You can also view the follow-on documents in Plant Maintenance. Choose Logistics Plant maintenance Maintenance processing Completion confirmation Display Completion confirmation.

4 Transfer to Controlling

4-1 Transfer the time data for your employee 5002## to Controlling.Note: Ensure you transfer the data for your employees only.


4-3 You can also view the follow-on documents in Cost Center Accounting. Choose Accounting Controlling Cost center accounting Actual postings Activity allocation Display.

5 Transfer to External Services Management

5-1 Transfer the time data for your employee 5001## to External Services Management.Note: Ensure you transfer the data for your employees only.


5-3 You can also view the follow-on documents in Materials Management. Choose Logistics Materials management Service entry sheet List analyses For purchase order.

(C) SAP AG CA500 18

6.18Transferring the Time Data: Solutions

Unit: Transferring the Time Data

Unit: Transferring Data to the Target Components

1 Transfer to Human Resources

1-1 From the initial R/3 screen, choose Human resources Time management Time sheet Transfer Human resources. In the next screen, choose the Multiple selection function for the Personnel number field and enter personnel numbers 5001## and 5002## in the dialog box that appears. Execute the report.

1-2 Checking the transferred data in the time sheet: Call the data entry screen for the time sheet with profile CATS##1 for both your employees. Select a cell containing transferred times by double-clicking on it, choose Follow-on documents, then double-click to branch to the target component. You can view the transferred data there.

1-3 You can also view the follow-on documents in HR Time Management. Choose Human resources Time management Administration Time data Display. Select the Attendances infotype (2002).

2 Transfer to Project System

2-1 From the initial R/3 screen, choose Human resources Time management Time sheet Transfer Project system Transfer. Enter personnel number 5001## and ensure that the Test run option is not selected.

2-2 Checking the transferred data in the time sheet: Call the data entry screen for the time sheet with profile CATS##1 for employee 5001##. Select a cell containing transferred times by double-clicking on it, choose Follow-on documents, then double-click to branch to the target component. You can view the transferred data there.

2-3 You can also view the follow-on documents in Project System. Choose Logistics Project system Progress Confirmation Individual confirmation Display.

(C) SAP AG CA500 19

3 Transfer to Plant Maintenance

3-1 From the initial R/3 screen, choose Human resources Time management Time sheet Transfer Plant maintenance/Customer service Transfer. Enter personnel number 5002## and deselect the Test run option.

3-2 Checking the transferred data in the time sheet: Call the data entry screen for the time sheet with profile CATS##2 for employee 5002##. Select a cell containing transferred times by double-clicking on it, choose Follow-on documents, then double-click to branch to the target component. You can view the transferred data there.

3-3 You can also view the follow-on documents in Plant Maintenance. Choose Logistics Plant maintenance Maintenance processing Completion confirmation Display Completion confirmation.

4 Transfer to Controlling

4-1 From the initial R/3 screen, choose Human resources Time management Time sheet Transfer Accounting. Enter personnel number 5002##.


4-3 You can also view the follow-on documents in Cost Center Accounting. Choose Accounting Controlling Cost center accounting Actual postings Activity allocation Display.

5 Transfer to External Services Management

5-1 From the initial R/3 screen, choose Human resources Time management Time sheet Transfer External services. Enter personnel number 5001##.


5-3 You can also view the follow-on documents in Materials Management. Choose Logistics Materials management Service entry sheet List analyses For purchase order.

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7

SAP AG 1999


The different ways of determining and assigning personnel costs within the framework of the Cross-Application Time Sheet

Contents

(C) SAP AG CA500 1

7.2

SAP AG 1999

Cost Determination and Cost Assignment:Objectives


Valuate and compensate time sheet hours

(C) SAP AG CA500 2

7.3

SAP AG 1999

Cost Determination and Cost Assignment:Business Scenario

You want the hours that you enter in the Cross-Application Time Sheet to be valuated, and assigned with reference to their source

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7.4

SAP AG 1999


Course Overview









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7.5

SAP AG 1999

Determining Actual Costs

8.00

8 hours (CATS)What type of work?Valuation?

Plan activity price

Activity type20.00 UNI

Cross-ApplicationTime Sheet

SAP enhancement

Price Curr.ATyp

1410

The time sheet does not valuate the working times. It cannot determine if the working times are regular hours, overtime, work on a public holiday or work paid at a higher rate.

The working times are valuated in Controlling. Either you transfer the data directly to CO or the data is transferred indirectly as a result of confirmations in PS, PM, or CS.

There are three different ways of determining the costs: Determining costs using the plan activity price of an activity type Assigning the activity price using the time sheet Determining the activity price using an SAP enhancement

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7.6

SAP AG 1999

Determining Costs Using the Plan Activity Price of an Activity Type

6.00

2.00

Reg.

O/T

ATyp

Different activity prices forregular work and overtimeusing different activity typesReg. hrs 10 UNI, O/T 15 UNI per hour


Plan activity price

Activity type

Working times are valuated according to the plan activity price assigned to the activity type. The actual costs are determined using the plan activity price of the activity type. Working times of different categories (for example, regular hours, overtime) can be valuated

differently in Controlling if you assign them to different activity types.

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7.7

SAP AG 1999

Assigning the Activity Price Using the Time Sheet

8.00

Time sheet

22.00 UNI

Price Curr.ATyp

1410 8.00

Determining a different activity price for an activity type using the time sheetExample:22.00 UNI per hour instead of 15.00 UNI


If you require special activity prices for individual employees on particular days, you can enter these special prices in the time sheet.

In the time sheet, you can assign a special activity price to an activity type according to your requirements. The activity type is assigned to a new activity price for this particular case.

If you want to use this option, the Activity type, Price, and Currency fields must be shown on the time sheet.

The new activity price is transferred in the form of a delta posting difference. This results in variances between the evaluation based on the new activity price and the evaluation

based on the plan activity price in CO. These variances are output in CO.

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7.8

SAP AG 1999

Determining the Activity Price Using an SAP Enhancement

SAP enhancement

8.00


22.00 UNI

Price Curr.ATyp

1410 8.00

If you want to change the activity price calculation based on your own criteria, you can use the SAP enhancement CATS0002.

The process for calculating the activity price using SAP enhancement CATS0002 is similar to that for the previous variant. However, instead of entering the activity price directly in the time sheet, the price is calculated using an SAP enhancement. This enables you to set up your own method for calculating the actual activity price you want to be used, as a background job.

This results in variances between the evaluation based on the new activity price and the evaluation based on the plan activity price in CO. These variances are output in CO.

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7.9

SAP AG 1999

Assignment of Personnel Costs to the Master Cost Center

Master cost center

Costs from Payroll

HR

Sender cost center Receiver object

CATS

Postings in CO:

Master cost center: Debited with actual costs from Payroll

Sender cost center: Credited by activity allocation from CATS

Receiver object: Debited by activity allocation from CATS

An activity allocation is entered

Problem: - The receiver of an activity is not debited with the actual costs- The sender cost center is possibly not the master cost center

Normally, personnel costs are assigned to an employee's master cost center. This is usually the case if an employee works for his or her master cost center. Personnel costs are primary costs.

An employee may, for example, spend some of his or her working time processing a sales order. In this case, the resulting costs are allocated internally. An activity allocation is performed in Controlling between the sender of the activity (in this example the master cost center) and the receiver (the sales order). The allocated costs are secondary costs. They are determined based on the hours worked and the activity price.

This can have the undesirable effect that the calculated secondary costs do not correspond to the primary costs from the master cost center.

The same employee may not, however, process the sales order for his or her master cost center but for a different cost center. The result is an additional imbalance in cost accounting because the costs are not allocated between the master and sender cost center.

For these special cases, the Cross-Application Time Sheet offers three additional scenarios. You can set them up in your data entry profile. To use these scenarios, you must transfer data from the time sheet to Human Resources and implement HR Payroll.

(C) SAP AG CA500 9

7.10

SAP AG 1999

Assignment of Personnel Costs to the Receiver Object

Receiver object

HR

The receiver object is entered for transfer to HR

CATS

Postings in CO:

Master cost center: --

Sender cost center: --

Receiver object: Debited with actual costs from Payroll

Receiver object

Costs from Payroll

You use this data entry scenario to assign the personnel costs for the working times recorded in the time sheet to the receiver object. The costs are assigned when the payroll results are transferred to Controlling.

You would use this scenario if you:

Want the receiver object to be debited with the personnel costs

Do not perform activity allocation

This scenario makes use of the option in Human Resources that enables you to enter cost assignment specifications when processing attendances, absences, or employee remuneration information.

One of the following receiver account assignment objects must be set up in the field selection for the relevant data entry profile, and its corresponding field in the time sheet must be filled: Cost center, WBS element, order, sales order, network number, cost object, business process.

The assignment of primary costs to the receiver object must be permitted.

You must not perform activity allocation, that is, you must not enter a sender cost center and activity type.

(C) SAP AG CA500 10

7.11

SAP AG 1999

Assignment of Personnel Costs to the Sender

Sender cost center

HR


CATS

Postings in CO:

Master cost center: --

Sender cost center: Debited with actual costs from PayrollCredited by activity allocation from CATS

Receiver object: Debited by activity allocation from CATS

An activity allocation is enteredCosts from Payroll

You use this data entry scenario to assign the personnel costs for the working times recorded in the time sheet to the sender cost center. The costs are assigned when the payroll results are transferred to Controlling. In addition, activity allocation is performed.

This scenario also makes use of the option in HR Time Management that enables you to enter cost assignment specifications when processing attendances, absences, or employee remuneration information.

The assignment of primary costs to the sender cost center must be permitted.

In HR you have the option of assigning an account directly to the activity type. This means that you have the option in Controlling of linking the cost assignment and the activity allocation.

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Activity Allocation Between Master Cost Center and Sender

CATS

Postings in CO:

Master cost center: Debited with actual costs from PayrollCredited by generated activity allocation from CATS

Sender cost center: Debited by generated activity allocation from CATSCredited by entered activity allocation from CATS

Receiver object: Debited by entered activity allocation from CATS


An activity allocation is entered

A 2nd activity allocation is generated

Master cost center Sender cost centerMaster cost center

HR

Costs from Payroll

Master activity type

You use this data entry scenario to assign the personnel costs for the working times recorded in the time sheet to the master cost center. The costs are assigned when the payroll results are transferred to Controlling. Activity allocation is performed between the sender cost center and the receiver object.

If the sender cost center is not the employee's master cost center, or if the sender is a business process, an additional activity allocation is generated between the employee's master cost center and the sender object.

The employee's master activity type must be stored in the Time Sheet Defaults infotype (0315). The master activity type contains the average activity price that is calculated when the employee performs an activity. The master activity type is filled in the background and cannot be edited in the time sheet. The master activity type must be scheduled for the master cost center.

In HR you have the option of assigning an account directly to the activity type. This means that you have the option in Controlling of linking the cost assignment and the activity allocation.

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Data Entry Profile: Cost Accounting Variant

Cost accounting variant

Assignment of personnel costs to the master cost center

Assignment of personnel costs to the receiver object

Assignment of personnel costs to the sender

Activity allocation between master cost center and sender

Account assignment to activity type

When you set up your data entry profile in Customizing, you can select which cost accounting variant you want to use. Below is a summary of the variants: Assignment of personnel costs to the master cost center: In this scenario the employee's master

cost center is debited with the personnel costs. The costs are not allocated between the master cost center and the receiver object or sender cost center of an activity.

Assignment of personnel costs to the receiver object: In this scenario you assign the personnel costs for the recorded working times to the receiver object of an activity. You would use this scenario if you do not perform activity allocation.

Assignment of personnel costs to the sender: The personnel costs are assigned to the sender cost center or the sender business process of the activity. In addition, activity allocation is performed.

Activity allocation between master cost center and sender: The personnel costs are assigned to the employee's master cost center. Activity allocation is performed. If the sender of an activity allocation is a business process or a cost center other than the employee's master cost center, an additional activity allocation is performed between the sender and the employee's master cost center.

Account assignment to activity type Account assignment to an activity type is possible if you use the last two scenarios described above.

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Cost Determination and Cost Assignment:Summary

You can now describe the different options for determining actual costs in the Cross-Application Time Sheet

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7.15Data Sheet: Cost Determination and Cost Assignment


Data may vary according to the country

Determining Actual Costs

Cost center 4290

Activity type 1420

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7.16Cost Determination and Cost Assignment: Exercises

Unit: Cost Determination and Cost Assignment

Topic: Cost Assignment

At the conclusion of this exercise, you will be able to:

Assigning Actual Costs Using the Cross-Application Time Sheet

You want the hours that you enter in the Cross-Application Time Sheet to be valuated

1 Use the Cross-Application Time Sheet to determine actual costs. Transfer the attendance data with information on the sender object to Human Resources. Once payroll has run, the personnel costs are assigned to the sender object.

1-1 Create a new data entry profile CATS##5 by copying data entry profile CATS##3.

1-2 You should configure the profile as follows:Data recorded for future periods may be releasedThe data is released and approved automaticallyThe data is transferred to Human Resources in a separate stepPersonnel costs are assigned to the sender object

1-3 You require the Activity type, Attendance/absence type, Name employee/applicant (CATSFIELDS-ENAME), Personnel number, Receiver order, Sender cost center, and Operation/activity fields.

1-4 Access the time sheet. Use your new data entry profile CATS##5 to enter time data for personnel number 5002##.

1-5 In the Sender cost center and Activity type fields enter the data provided at the start of the exercises. In the Receiver order field, enter the order you created in Plant Maintenance. For Monday of the current week, enter 4 hours for activity 0010.

1-6 Transfer the data to the Human Resources and Plant Maintenance.

1-7 Use the follow-on documents to check the transferred data in the time sheet.

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7.17Cost Determination and Cost Assignment: Solutions

Unit: Cost Determination and Cost Assignment

Topic: Determining Actual Costs Using the Cross-Application Time Sheet

1

1-1 Access the Implementation Guide (IMG). Choose Cross-Application Components Time Sheet Time Recording Set Up Data Entry Profiles. Copy data entry profile CATS##3 and call it CATS##5.

1-2 In the General settings section, select the following options:Release future timesRelease on savingIn the Cost accounting variant section, select the option:Assignment of personnel costs to sender


Select Data entry section, choose Influencing, and enter the profile name CATS##5.

Hide all the fields except for Attendance/absence type, activity type, Name employee/applicant (CATSFIELDS-ENAME), Operation/activity, Personnel number, Receiver order, and Sender cost center. To do this, select the Input column for the fields you require, and the Hide column for all other fields.Save the data.


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1-5 In the Sender cost center and Activity type fields, enter the data provided at the start of the exercises. In the Receiver order field, enter the order you created in Plant Maintenance. For Monday of the current week, enter 4 hours for activity 0010.

1-6 Transfer the data to the Human Resources and Plant Maintenance. To do this, run the relevant transfer reports for your personnel number 5002##.

1-7 Checking the transferred data in the time sheet: Call the data entry screen for the time sheet with profile CATS##5 for employee 5002##. Select a cell containing transferred times by double-clicking on it, choose Follow-on documents, then double-click to branch to Human Resources. From the screen displaying the attendances, use the Cost assignment function to view information on how the personnel costs for this attendance are assigned once payroll has run.

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Reports for time sheet data

Time leveling

Customizing the standard report screen

Contents

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CATS Information System: Unit Objectives


Use the Information System for the Cross-Application Time Sheet

Create and store display variants

Use the Time Leveling report

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CATS Information System: Business Scenario

You want to evaluate time sheet data based on different criteria.

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Course Overview









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Time Sheet Data: Selection Options

Service ordern hours

Select by personnel numbers or organizational structure

CATS

CATSDB

List

There are two selection procedures available for the Display Time Sheet Data report (CATSSHOW): Select by personnel number: In this selection procedure, you specify the personnel numbers for

which you want to display time sheet data. Select by time data per organizational structure: In this selection procedure, you specify the

organizational unit you want to use to select personnel numbers and their time sheet data. You can also select according to sender and receiver parameters.

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Functions on the Output List Screen

Display sum

Set filter

Follow-on document

Find

Subtotals

Detail

Sort

Print Display variant

On the output list screen, the following functions are available: Sort one or more columns ascending or descending Print data Find data Display records in detail Display follow-on documents: Set filter to reduce the volume of data displayed at once (for example, the data for one personnel

number only) Show and hide fields (using the display variant) Calculate totals Calculate subtotals (for example, total hours per week and cost center)

You can make these settings on the output list screen. You can save the display variants so that they are available the next time you call the report.

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Time Leveling

Has the time sheet data been entered fully and correctly?

Too many hours

Too few hours

No hours recorded

E-mail to employee

Time Leveling(RCATSCMP)

Displaytime sheets

Often errors occur when recording working times, or sometimes employees forget to record their working times for several days. You can use the Time Leveling report (RCATSCMP) to find such inconsistencies.

You can decide whether you want to see time sheets in which no times, too few or too many hours have been recorded. You can enter values for comparison directly when you call up the report. You can however also use target hours, for example the planned working time from Human Resources, to determine the comparison values.

You can select employees either based on various organizational criteria or according to whether or not they are required to record their working times in the time sheet (Time Sheet Defaults infotype (0315)).

You can branch directly from the output list to the maintenance screen for the time sheet. You can set up the report to send e-mails automatically to employees whose time data is incorrect. If

you want to perform a regular check on the time data recorded for a large number of employees, you can schedule the report to run periodically as a background job and notify your employees in this way.

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Display Single Documents

653

864

PS

HR

RCATSBELDocument numbers

Target componentFollow-on documents

Double-clickto display

Pers.No. Doc. No.

201

402

864

985

Each time sheet record is identified by a unique document number. The document number is assigned sequentially by the system when the record has been approved, that is, when it is written to the interface tables. You can display the document number by double clicking on the relevant cell, containing hours or a clock time, in the time sheet.

You can use report Display Single Documents (RCATSBEL) to display documents and follow-on documents in the target components.

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CATS Information System: Summary

You can use the Information System for the Cross-Application Time Sheet.

You know how to create display variants for the output list

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8.10CATS Information System: Exercises

Unit: CATS Information System

Topic: Running Evaluations

Using the CATS Information System

You want to evaluate the time data you enter in the Cross-Application Time Sheet according to different criteria. Various options are available in the Information System.

1 Run reports in the time sheet Information System.Generate an evaluation with using time data for your two employees for several months.

1-1 Display the follow-on documents for a line.

1-2 Select a column and sort it in ascending and descending order.

1-3 Filter your data according to values in a column.

1-4 Go to the display variant.Hide some columns. Save the display variant as Variant ##.

2 Generate another evaluation for the Project department CATS or Plant maintenance CATS organizational unit.

2-1 Run the report using the display variant you have just created.

2-2 Test other options of your choice.

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Topic: Time Leveling

Check time sheets for incomplete entry of times.

Correct incomplete time sheets.

You want to supplement your employees' time sheet data with any times they have forgotten to record.

1 Create a new data entry profile CATS##6. You use this profile to record data using the Time Leveling report (RCATSCMP). Copy profile CATS##1 to create the new profile.

1-1 You should configure the profile as follows:Data is released immediately on savingData recorded for future periods may be releasedNo approval is required for the dataData is transferred immediately to Human ResourcesNo worklist is used

1-2 Choose the fields for your new profile: You require the Attendance/absence type, Name employee/applicant, and Personnel number fields.

2 Execute the Time Leveling report for personnel numbers 5001## and 5002##.

2-1 Run the report for the current week. Select the Select according to target hours and Too few hours recorded options. You want the selection criteria to be applied to each day.

2-2 In the Time settings and Target hours sections, use the settings from data entry profile CATS##6.

2-3 From the report's output list, double-click to call the time sheet for personnel number 5001## or 5002##. Enter the missing times for your employees.

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8.11CATS Information System: Solutions


Topic: Running Evaluations

1 Generate an evaluation with using time data for your two employees for several months. Choose Human Resources Time management Time sheet Information system Time sheet data by personnel number. Enter your personnel numbers as single values in the relevant fields. Run the evaluation.

1-1 Display the follow-on documents for a line. Select a line from the list and choose Extras Follow-on documents.Double-click on the follow-on document to branch to the target component.

1-2 Select a column and sort it in ascending and descending order. Select a column and choose the Sort icon.

1-3 Filter your data according to values in a column. Select a column and choose the Filter icon. Enter a suitable value. You can do this for the Cost center column, for example.

1-4 Call the Display variant function. Choose Settings Display variantShow and hide fields from the current display and save the variant as Variant ##.

2 Generate an evaluation with using time data for your two employees for several months. Choose Human Resources Time management Time sheet Information system Time sheet data by organizational structure. Select the organizational unit Project department CATS or Plant maintenance CATS.

2-1 Enter your Variant ## as the display variant. Run the evaluation.

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Topic: Time Leveling

1 Create a new data entry profile CATS##6. You use this profile to record data using the Time Leveling report (RCATSCMP). Copy profile CATS##1 to create the new profile.

1-1 You should configure the profile as follows:Release on savingRelease future timesImmediate transfer to HR


Select Data entry section, choose Influencing, and enter the profile name CATS##6.

Hide all the fields except for Attendance/absence type, Name employee/applicant, and Personnel number. To do this, select the Input column for the fields you require, and the Hide column for all other fields.Save the data.

1-3 Choose the fields for your new profile: You require the Attendance/absence type, Name employee/applicant, and Personnel number fields.

2 Execute the Time Leveling report for personnel numbers 5001## and 5002##.

2-1 From the initial R/3 screen, choose Human resources Time management Time sheet Information system Time leveling. Run the report for the current week. Select the Select according to target hours and Too few hours recorded options.

2-2 In the Time settings and Target hours sections, use the settings from data entry profile CATS##6. Choose Execute.

2-3 From the report's output list, double-click to call the time sheet for personnel number 5001## or 5002##. Enter the missing times for your employees.

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General aspects of using authorizations for theCross-Application Time Sheet

Special authorizations for the time sheet

Displaying and entering time data using data entry profiles

Displaying and approving time data using Cross-Application Time Sheet reports

Contents:

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Assigning Authorizations: Unit Objectives


Describe the general concepts of authorization administration as used in the Cross-Application Time Sheet

Identify the special authorizations for the Cross-Application Time Sheet

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Assigning Authorizations: Business Scenario

In the "Fine Belgian Chocolates" company, you have the task of setting up authorizations for various Cross-Application Time Sheet users

Some employees are only permitted to enter time data, others are permitted to approve data, and so on

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Course Overview









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Authorizations: General Concept

Users

Authorization profile

Authorization

Value

Field Value

Field

Authorizations

Authorization profileAuthorizations

Authorization object

Special authorization checks are required for employees who maintain personal data in the Cross-Application Time Sheet.

The SAP authorization concept is based on authorization objects, which are classified according to R/3 applications. Authorization objects are defined by SAP.

The authorization objects can contain up to 10 fields. Authorizations are defined with reference to an authorization object. An authorization is defined by assigning values to the individual fields of the authorization object. By assigning these values, you determine what tasks a user is allowed to perform. Within an authorization object, the values are linked to each other by means of an AND operation.

You group several authorizations into authorization profiles. These authorization profiles can then be assigned to users. This allows you to minimize the work involved in assigning authorizations to users.

When authorization checks are performed in the SAP System, the system checks, for one or more authorization objects, whether the user's authorization contains the values required to perform the current task.

Note: You can use a special tool, the “Profile Generator”, to set up your authorizations and authorization profiles. The Profile Generator is integrated in the role maintenance function, which you access by choosing Tools -> Administration -> User Maintenance -> Roles from the SAP menu.

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Overview: CATS Authorizations

Time data entry

Approval

Display in reports

Transactions

Other applications

Users who work with the Cross-Application Time Sheet require several special authorizations, for: Cross-Application Time Sheet transactions Access to master data from Human Resources to be able to create, change, and display the mini

master Entering or displaying time sheet data Approving time data and displaying time sheet data in reports Access to the necessary data in the target components (authorizations specific to that component)

The CATS authorization concept is based on the one used in Human Resources, with the exception of the authorizations required for the target components and the authorizations for starting transactions.

In Human Resources, an authorization check is performed to see whether a user has authorization to display, change, or approve certain infotypes. If an infotype is subdivided into subtypes, a user's authorization can be checked on this level too.

In HR, authorizations can be assigned according to organizational criteria or specifically within a user's own data. If you assign authorizations to a user's own data, a user ID must have been entered for the employee in the Communication infotype (0105). In addition, the authorization check must have been activated in Customizing (IMG: Personnel Administration -> Tools -> Administration Management -> Maintain Authorization Main Switches.)

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Authorizations for the HR Mini Master

Field Value

Authorization level

Infotype

Interpretation of assigned personnel number

Subtype

R

0001, 0002,0315

I

*

Read records

Permitted operations:

Own personnel number only

Infotypes

Object: HR master data - personnel no. check

Above is an example of how you can set up authorization for an employee who is to record his or her data using the Cross-Application Time Sheet. To perform this task, he or she must also be authorized to read certain data from his or her HR master data. In this example, the following authorization object was used: HR master data - personnel no. check

This authorization allows the employee to read his or her own data from the Organizational Assignment (0001), Personal Data (0002), and Time Sheet Defaults (0315) infotypes.

If you want an administrator to maintain the time sheet for several employees, do not use the HR master data - personnel no. check authorization object. Instead use the authorization object HR master data and make the relevant specifications. You can restrict the authorization further based on organizational criteria (for example, the user is only permitted to maintain data for employee subgroup "Salaried staff - US").

Employees who set up a mini master for colleagues working with CATS require authorization for maintaining the infotypes listed above (authorization level "D") and additionally for the Actions (0000) infotype, subtype CATS Mini Master.

The above authorization does not include authorization for maintaining time sheet data but is a necessary prerequisite for this.

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Special Authorizations for CATS

Specialauthorizationsfor CATS

Infotype 0316Data entry in the time sheet

Infotype 0328Approval / Reporting

CATS data entry screen

Approval

Two dummy infotypes have been created specially for the Cross-Application Time Sheet that are not available in Human Resources. They are dummy infotypes, which means they do not actually exist in the system (as a database table, program, and so on). They are only required for assigning CATS authorizations in that authorization for an infotype is interpreted as authorization for a specific function in the Cross-Application Time Sheet.

The Cross-Application Time Sheet uses Infotype 0316 for authorization to work with the time sheet:

Displaying data (authorization level R)Entering and releasing data (authorization level E)

Infotype 0328 for authorization toApprove data (authorization level D)Reporting (authorization level R)

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Special CATS Authorizations: Infotype 0316

Field Value

Authorization level

Infotype

Interpretation of assigned personnel number

Subtype

E, R

0316

I

0001

Read records and writelocked records


Own personnel number only

Use data entry profiles in profile authorization group 0001 only

Object: HR master data - personnel no. check

Above is an example of how you can set up authorization for an employee. This authorization allows the employee to display and maintain his or her own data in the time sheet,

as long as he or she uses data entry profiles from the profile authorization group 0001. If you want an administrator to be able to maintain the time sheet for several employees, do not use

the HR master data - personnel no. check authorization object. Instead use the authorization object HR master data and make the relevant specifications. You can restrict the authorization further based on organizational criteria (for example, the user is only permitted to maintain data for employee subgroup "Salaried staff - US").

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Special CATS Authorizations: Infotype 0328

Authorization level

Infotype

Personnel area

Subtype

D

0328

*

*

Maintain lock indicators


For employee data

regardless of their

organizational assignment

(approval of data)

Object: HR master data

Employee group

Employee subgroup

Organizational key

*

*

*

Field Value

The graphic shows the specifications for authorization to approve time sheet data ("Maintain lock indicator") without any further organizational restrictions.

If you want to assign authorization for running reports on the time sheet data of all employees, use authorization level "R" instead of "D".

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Special CATS Authorizations: Transactions

Transaction code CAT3, CAT2 Call the time sheet to display and maintain data


Object: Authorization check for starting transaction(Object class: Cross-application authorization objects)

Field Value

Ensure that your authorization concept includes the various Cross-Application Time Sheet transactions.

The authorization object Check transaction code at transaction start (in the Cross-application authorization objects class) allows you to restrict access to transactions in the R/3 System.

Examples of Cross-Application Time Sheet transactions: CAT2 CATS initial screen and data entry view (Change) CAT3 CATS initial screen and data entry view (Display) CAT4 Approve times CAT5-7 Transfer to Project System, Human Resources, and Controlling CAT9 Transfer to Plant Maintenance or Customer Service CADOReport: Time sheet data using personnel number CAORReport: Time sheet data using organizational structure

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Assigning Authorizations: Summary

You can describe the general concepts ofauthorization administration for theCross-Application Time Sheet

You can identify special authorizations for the time sheet

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Appendix

Employee Self-Service for CATS

Application Link Enabling and CATS

SAP enhancements for CATS

Contents

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Employee Self-Service for CATS

Web server

Internet browser

R/3ESS

mployeeelf-ervice

"Employee Self-Service" (ESS) is a concept that allows employees to maintain some of their own personal data in the R/3 System via their company's intranet.

The intranet communicates in the background with the R/3 System using the Internet Transaction Server (ITS). This enables employees to access up-to-date data and for the data they enter to be posted in the R/3 System without delay.

There is an ESS service for recording working times in the Cross-Application Time Sheet. Almost all the functions available when recording times directly in the R/3 System are also available as part of this ESS service.

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Separate HR System

Logistics,Controlling

CATSCATSHuman ResourcesDistribution ofHR master data

andtime data

Checksusing BAPIs

Asynchronoustransfer of

recorded time data

Checks ondistributed data

You can also use the Cross-Application Time Sheet in systems with distributed R/3 components. Due to the similar nature of time sheet data and operative data in Logistics, you should implement

the Cross-Application Time Sheet in the current Logistics system. If you implement the Cross-Application Time Sheet in the Logistics system, you must still be able to

access relevant HR master data. The Application Link Enabling (ALE) business process Set Up Distribution of HR Master Data and Organizational Data allows you to distribute HR master data from Human Resources to the Logistics system.

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SAP Enhancements

Standardcontrol

Representingcustomer-specificrequirements using SAP enhancements

Representingcustomer-specificrequirements using SAP enhancements

Cross-ApplicationTime Sheet

If you have your own specific requirements which you want to integrate in the Cross-Application Time Sheet, you can use the SAP enhancements available for certain areas. SAP enhancements enable you to customize the Cross-Application Time Sheet according to your requirements without you needing to modify SAP programs. The enhancements are called up at predefined points in the SAP programs. Knowledge of the ABAP Workbench is a prerequisite for using SAP enhancements.

You can find the SAP enhancements in Customizing for the Time Sheet.

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SAP Enhancement CATP0001

*"*"Local interface:*" IMPORTING*" VALUE(SAP_PERNR) LIKE P0001-PERNR*" VALUE(SAP_BEGDA) LIKE SY-DATUM*" VALUE(SAP_ENDDA) LIKE SY-DATUM*" VALUE(SAP_TIMETYPE) LIKE T555A-ZTART*" VALUE(SAP_SUBHRTIMES) LIKE RPTXXXXX-KR_FELD7*" VALUE(SAP_ADDOVERTIME) LIKE RPTXXXXX-KR_FELD7*" EXPORTING*" REFERENCE(SAP_TARGET_HOURS) TYPE*" CATS_HOURS_PER_DAY_TAB*" EXCEPTIONS*" NO_TARGETHOURS_DETERMINED

Determine target hours

You can use SAP enhancement CATP0001 to determine target hours according to your requirements. To do this, you can use the specifications made in the Time type target hours, Sub. HR hours, and Add overtime fields in the data entry profile.

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SAP Enhancement CATS0001

*"*"Local interface:*" IMPORTING*" VALUE(SAP_TCATS) LIKE TCATS STRUCTURE TCATS*" VALUE(SAP_PERNR) LIKE CATSFIELDS-PERNR*" VALUE(SAP_DATELEFT) LIKE CATSFIELDS-DATELEFT*" VALUE(SAP_DATERIGHT) LIKE CATSFIELDS-DATERIGHT*" TABLES*" SAP_ICATSW STRUCTURE CATSW

*"*"Local interface:*" IMPORTING*" VALUE(SAP_TCATS) LIKE TCATS STRUCTURE TCATS*" VALUE(SAP_PERNR) LIKE CATSFIELDS-PERNR*" VALUE(SAP_DATELEFT) LIKE CATSFIELDS-DATELEFT*" VALUE(SAP_DATERIGHT) LIKE CATSFIELDS-DATERIGHT*" TABLES*" SAP_ICATSW STRUCTURE CATSW

Set up worklist

You can use SAP enhancement CATS0001 to structure the content of the worklist according to your requirements.

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SAP Enhancements CATS0002 and CATS0003

*"*"Local interface:*" TABLES*" ENRICH_TABLE STRUCTURE CATS_COMM

*"*"Local interface:*" TABLES*" ENRICH_TABLE STRUCTURE CATS_COMM

CATS0002: Supplement recorded data

*"*"Local interface:*" IMPORTING*" VALUE(FIELDS) LIKE CATS_COMM STRUCTURE CATS_COMM*" TABLES*" I_MESSAGES STRUCTURE CATS_MESG

*"*"Local interface:*" IMPORTING*" VALUE(FIELDS) LIKE CATS_COMM STRUCTURE CATS_COMM*" TABLES*" I_MESSAGES STRUCTURE CATS_MESG

CATS0003: Validate recorded data

You can use the SAP enhancement CATS0002 to supplement data that has been recorded using the Cross-Application Time Sheet.

The internal table ENRICH_TABLE is used to communicate with the SAP System. This table always contains one record when the enhancement is called. You can change the content of this record and then return it to the standard program using the internal table ENRICH_TABLE.

You can use the SAP enhancement CATS0003 to validate recorded data according to your requirements. The validations are performed for one cell (one entry by one person for one day).

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*"*"Local interface:*" IMPORTING*" VALUE(DYNNR) LIKE SY-DYNNR*" VALUE(TCATS) LIKE TCATS STRUCTURE TCATS*" VALUE(MODE) LIKE TC10-TRTYP*" VALUE(PERNO) LIKE CATSDB-PERNR OPTIONAL*" TABLES*" T_CUAFC STRUCTURE CUAFCODE

*"*"Local interface:*" IMPORTING*" VALUE(DYNNR) LIKE SY-DYNNR*" VALUE(TCATS) LIKE TCATS STRUCTURE TCATS*" VALUE(MODE) LIKE TC10-TRTYP*" VALUE(PERNO) LIKE CATSDB-PERNR OPTIONAL*" TABLES*" T_CUAFC STRUCTURE CUAFCODE

Deactivate functions in the user interface

You can use SAP enhancement CATS0004 to hide function codes in the CATS transactions. The data entry profile and its current settings (TCATS) and the personnel number are transferred to

the interface along with the screen number and the processing mode. You can add function codes to table T_CUAFC (with or without using the transferred information).

These function codes are then deactivated in the user interface. You can find out the names of the function codes using the Menu Painter transaction (SE41). The

program name for CATS is SAPLCATS. You can display an overview of all statuses existing for the program using the Status list function. By selecting a status from the list, you access the status details and can view the internal descriptions for the function codes

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*"*"Local interface:*" IMPORTING*" VALUE(FIELDS) LIKE CATS_COMM STRUCTURE CATS_COMM*" VALUE(DISPLAY)

*"*"Local interface:*" IMPORTING*" VALUE(FIELDS) LIKE CATS_COMM STRUCTURE CATS_COMM*" VALUE(DISPLAY)

Customer field enhancements

*"*"Local interface:*" EXPORTING*" VALUE(FIELDS) LIKE CATS_COMM STRUCTURE CATS_COMM

*"*"Local interface:*" EXPORTING*" VALUE(FIELDS) LIKE CATS_COMM STRUCTURE CATS_COMM

Function enhancement: Accept data when dialog box is called

Function enhancement: Return data to the calling program

Menu enhancement: Include an additional function in the CATS interface

Define additional fields in the customer include CI_CATSDB

Screen enhancement: Create a dialog box

Optional:

You can use SAP enhancement CATS0005 to define customer-specific fields and integrate them in the time sheet.

In addition, you have the option of including a new function in the menu, which calls a dialog box that allows you to fill and validate the new fields, for example.

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*"*"Local interface:*" IMPORTING*" VALUE(DATEFROM) LIKE CATSFIELDS-DATEFROM*" VALUE(DATETO) LIKE CATSFIELDS-DATETO*" TABLES*" CHECK_TABLE STRUCTURE CATS_COMM*" I_MESSAGES STRUCTURE CATS_MESG

*"*"Local interface:*" IMPORTING*" VALUE(DATEFROM) LIKE CATSFIELDS-DATEFROM*" VALUE(DATETO) LIKE CATSFIELDS-DATETO*" TABLES*" CHECK_TABLE STRUCTURE CATS_COMM*" I_MESSAGES STRUCTURE CATS_MESG

Validate entire time sheet

You can use SAP enhancement CATS0006 to validate recorded data according to your requirements. Validity checks are performed for the entire time sheet. The validity check is called automatically when users save data or when they scroll forwards or backwards to change the current data entry period. The validity check can also be called via a function key.

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Subscreen on initial screen

Screen enhancement: Define a screen

You can use SAP enhancement CATS0007 to show additional fields on the initial screen. To do this, you define subscreen SAPLCATS 2000.

Note that you can only use this enhancement to display fields. You do not have the option of using these fields in selection.

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*"*"Local interface:*" IMPORTING*" VALUE(SAP_TCATS) LIKE TCATS STRUCTURE TCATS*" VALUE(SAP_PERNR) LIKE CATSFIELDS-PERNR*" EXPORTING*" VALUE(POSITION) LIKE AFRU_WF-AGNT_POSIT*" VALUE(USER) LIKE AFRU_WF-AGNT_USER*" VALUE(WORKCENTER) LIKE AFRU_WF-AGNT_PLACE*" VALUE(JOB) LIKE AFRU_WF-AGNT_JOB*" VALUE(UNIT) LIKE AFRU_WF-AGNT_POSIT*" VALUE(AGENT) LIKE AFRU_WF-AGNT_OBJID*" VALUE(SCREEN_DARK) LIKE RC27X-FLG_SEL*" TABLES*" SAP_ICATSDB STRUCTURE CATSDBCOMM*" SAP_AGENTS STRUCTURE SWHACTOR

*"*"Local interface:*" IMPORTING*" VALUE(SAP_TCATS) LIKE TCATS STRUCTURE TCATS*" VALUE(SAP_PERNR) LIKE CATSFIELDS-PERNR*" EXPORTING*" VALUE(POSITION) LIKE AFRU_WF-AGNT_POSIT*" VALUE(USER) LIKE AFRU_WF-AGNT_USER*" VALUE(WORKCENTER) LIKE AFRU_WF-AGNT_PLACE*" VALUE(JOB) LIKE AFRU_WF-AGNT_JOB*" VALUE(UNIT) LIKE AFRU_WF-AGNT_POSIT*" VALUE(AGENT) LIKE AFRU_WF-AGNT_OBJID*" VALUE(SCREEN_DARK) LIKE RC27X-FLG_SEL*" TABLES*" SAP_ICATSDB STRUCTURE CATSDBCOMM*" SAP_AGENTS STRUCTURE SWHACTOR

Determine workflow recipients for approval

You can use SAP enhancement CATS0008 to set up how the recipient of the approval workflow is determined and how the data is processed once it has been released and saved in the time sheet.

The meaning of the fields in the interface is described in detail in the online documentation for the enhancement.

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SAP Enhancements CATS0009 and CATS0010

*"*"Local interface:*" IMPORTING*" VALUE(TCATS_IMP) LIKE TCATS STRUCTURE TCATS*" VALUE(CATSD_IMP) LIKE CATSD_EXT STRUCTURE CATSD_EXT*" VALUE(DISPTEXT1_IMP) LIKE CATSFIELDS-DISPTEXT1*" VALUE(DISPTEXT2_IMP) LIKE CATSFIELDS-DISPTEXT2*" EXPORTING*" VALUE(DISPTEXT1_EXP) LIKE CATSFIELDS-DISPTEXT1*" VALUE(DISPTEXT2_EXP) LIKE CATSFIELDS-DISPTEXT2

*"*"Local interface:*" IMPORTING*" VALUE(TCATS_IMP) LIKE TCATS STRUCTURE TCATS*" VALUE(CATSD_IMP) LIKE CATSD_EXT STRUCTURE CATSD_EXT*" VALUE(DISPTEXT1_IMP) LIKE CATSFIELDS-DISPTEXT1*" VALUE(DISPTEXT2_IMP) LIKE CATSFIELDS-DISPTEXT2*" EXPORTING*" VALUE(DISPTEXT1_EXP) LIKE CATSFIELDS-DISPTEXT1*" VALUE(DISPTEXT2_EXP) LIKE CATSFIELDS-DISPTEXT2

Customer-specific text fields in the data entry section

*"*"Local interface:*" IMPORTING*" VALUE(TCATS_IMP) LIKE TCATS STRUCTURE TCATS*" VALUE(CATSW_IMP) LIKE CATSW STRUCTURE CATSW*" VALUE(DISPTEXTW1_IMP) LIKE CATSFIELDS-DISPTEXTW1*" VALUE(DISPTEXTW2_IMP) LIKE CATSFIELDS-DISPTEXTW2*" EXPORTING*" VALUE(DISPTEXTW1_EXP) LIKE CATSFIELDS-DISPTEXTW1*" VALUE(DISPTEXTW2_EXP) LIKE CATSFIELDS-DISPTEXTW2

*"*"Local interface:*" IMPORTING*" VALUE(TCATS_IMP) LIKE TCATS STRUCTURE TCATS*" VALUE(CATSW_IMP) LIKE CATSW STRUCTURE CATSW*" VALUE(DISPTEXTW1_IMP) LIKE CATSFIELDS-DISPTEXTW1*" VALUE(DISPTEXTW2_IMP) LIKE CATSFIELDS-DISPTEXTW2*" EXPORTING*" VALUE(DISPTEXTW1_EXP) LIKE CATSFIELDS-DISPTEXTW1*" VALUE(DISPTEXTW2_EXP) LIKE CATSFIELDS-DISPTEXTW2

Customer-specific text fields in the worklist

You can use the SAP enhancement CATS0009 to display customer-specific text fields in the data entry section of the time sheet. To do this, use fields CATSFIELDS-DISPTEXT1 and CATSFIELDS-DISPTEXT2.

You can use the SAP enhancement CATS0010 to display customer-specific text fields in the time sheet worklist. To do this, use fields CATSFIELDS-DISPTEXTW1 and CATSFIELDS-DISPTEXTW2.

The fields are 40 characters long and you can use them to display, for example, the description of a displayed object (for example a WBS element). These fields are for display purposes only. The data contained in them is not saved when you save before leaving the transaction.

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*"*"Local interface:*" IMPORTING*" VALUE(SAP_FCODE) LIKE SY-UCOMM*" VALUE(SAP_TCATS) LIKE TCATS STRUCTURE TCATS OPTIONAL*" VALUE(SAP_CATSFIELDS) LIKE CATSFIELDS_COMM*" STRUCTURE CATSFIELDS_COMM OPTIONAL*" VALUE(SAP_CATSD) TYPE CATSD_EXT_TAB OPTIONAL*" VALUE(SAP_CATSW) TYPE CATSW_TAB OPTIONAL*" VALUE(SAP_PERNRLIST) TYPE PERNR_LIST_TAB OPTIONAL*" VALUE(SAP_CURSOR_FIELD) TYPE TEXT70 OPTIONAL*" VALUE(SAP_CURSOR_CATSDLINE) LIKE SY-STEPL OPTIONAL

*"*"Local interface:*" IMPORTING*" VALUE(SAP_FCODE) LIKE SY-UCOMM*" VALUE(SAP_TCATS) LIKE TCATS STRUCTURE TCATS OPTIONAL*" VALUE(SAP_CATSFIELDS) LIKE CATSFIELDS_COMM*" STRUCTURE CATSFIELDS_COMM OPTIONAL*" VALUE(SAP_CATSD) TYPE CATSD_EXT_TAB OPTIONAL*" VALUE(SAP_CATSW) TYPE CATSW_TAB OPTIONAL*" VALUE(SAP_PERNRLIST) TYPE PERNR_LIST_TAB OPTIONAL*" VALUE(SAP_CURSOR_FIELD) TYPE TEXT70 OPTIONAL*" VALUE(SAP_CURSOR_CATSDLINE) LIKE SY-STEPL OPTIONAL

Customer functions

6 menu enhancements

Function enhancement

You can use SAP enhancement CATS0011 to include your own functions in the Extras and Environment menus on the data entry screen. You can, for example, display additional data on a person (leave status, flextime balance) in a dialog box.

The internal table SAP_CATSD contains the data from the data entry section. You can use the SAP_CURSOR_FIELD and SAP_CURSOR_CATSDLINE fields to query which field in SAP_CATSD the cursor is positioned in when the function is called.

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*"*"Local interface:*" IMPORTING*" VALUE(SAP_TCATS) LIKE TCATS STRUCTURE TCATS OPTIONAL*" VALUE(SAP_CATSFIELDS) LIKE CATSFIELDS_COMM*" STRUCTURE CATSFIELDS_COMM OPTIONAL*" VALUE(SAP_PERNRLIST) TYPE PERNR_LIST_TAB OPTIONAL*" EXPORTING*" VALUE(NO_OTHER_HEADER_INFO) TYPE XFELD

*"*"Local interface:*" IMPORTING*" VALUE(SAP_TCATS) LIKE TCATS STRUCTURE TCATS OPTIONAL*" VALUE(SAP_CATSFIELDS) LIKE CATSFIELDS_COMM*" STRUCTURE CATSFIELDS_COMM OPTIONAL*" VALUE(SAP_PERNRLIST) TYPE PERNR_LIST_TAB OPTIONAL*" EXPORTING*" VALUE(NO_OTHER_HEADER_INFO) TYPE XFELD

Subscreen on initial screen

Screen enhancement:

Function enhancement:

You can use SAP enhancement CATS0012 to structure the header of the time sheet or initial screen according to your requirements. You can, for example, base it on the infotype header in HR Time Management (transaction PA61).

To do this, you create subscreen SAPLXCAT 3000. You can use function module EXIT_SAPLCATS_012 to transfer data to the subscreen. If you set the return parameter NO_OTHER_HEADER_INFO to "X", the standard header information is hidden.

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