Evaluate your claim using the PS information system. Optional: Look at the CO order that the system created as the cost collector for your claim.
I n t e r n a l U s e S A P P a r t n e r O n l y I n t e r n a l U s e S A P P a r t n e r O n l y
1. To analyze data belonging to your claim, choose the Claim Hierarchy report in the the PS information system. Display your claim from the report and look at the Action Log to see the changes made to your claim.
2. Optional: To display the cost collector for your claim, use the structure information system. Your claim is assigned to project E-9990.
I n t e r n a l U s e S A P P a r t n e r O n l y I n t e r n a l U s e S A P P a r t n e r O n l y
Solution 4: Claims
Task 1 Creating a Claim
Create an internal claim and enter different information in this claim. Plan the costs of the deviation with a costing and approve your claim.
Hint: In the following exercises, ## refers to your group number (## = 01, 02, and so on).
1. Think of a possible deviation that could occur during the procurement phase of a project (E-9990-2) and create a claim for this deviation in SAP R/3. Enter long text for the cause, partner data, an immediate task from the tasks catalog, and an internal comment. Assign your claim to the WBS element E-9990-2. Save the claim and look at the error log. Make a note of the claim number:
a) Create a claim using the Project System menu. Choose Logistics → Project System → Notifications → Claim → Create.
Choose Internal Claim as the Notification Type and confirm your entries with Enter.
For the description, enter Faulty material, for example. Choose Edit text and select Cause long text as the long text type. Enter any text and choose Continue. Make a note of the claim number.
Claim number: __________________________
In addition, enter the following data in the claim:
On the Assignment tab page:
Field Name Field Value
WBS Element E-9990-2
Person Responsible 1248
Funct. Vendor
Partner 1000
Confirm your entries and the displayed information.
On the Tasks tab page:
I n t e r n a l U s e S A P P a r t n e r O n l y I n t e r n a l U s e S A P P a r t n e r O n l y
Field Name Field Value
Code group MONITOR1
Task code 1
Task processor Userresponsible
Responsible PLM210-##
Confirm your entries.
Select the Internal Note line in the action box. Enter a description, for example, Inform vendor, and some text. To confirm the comment, choose Continue and look at the activity that the system has recorded on the Activities tab page.
Save the claim and display the error log for processing the cost collector. Look at the long text for the error message. To exit the log and the claim, choose Back.
2. Using the claim that you have just created, plan the costs that are expected to occur because of the deviation. To do this, create a costing in your claim, for example, by entering an amount as a variable item for the
I n t e r n a l U s e S A P P a r t n e r O n l y I n t e r n a l U s e S A P P a r t n e r O n l y
cost element 422100. Approve the claim and save the changes. Note the number of your CO order, which the system creates automatically as the cost collector.
a) Change the claim that you created previously. Choose Logistics → Project System → Notifications → Claim → Change.
Enter the notification number of your claim (if necessary, find it using the input help) and choose Enter.
Go to the Costs tab page and confirm the creation of the costing for costing variant PNOT by choosing Continue. Enter the following data for the costing:
Field Name Field Value
ItemCat V
Quantity 8
BUn (Base Unit of Measure) HR
Total Price 40
Cost Element 422100
Confirm your entries and choose Confirm. The value of the item is displayed as Estimated costs.
To approve your claim, choose Give approval. Then save your claim.
Hint: In the background, the system has now automatically created a CO order as the cost collector. The order number is shown in the status bar.
Make a note of the CO order number.
Order number: _______________________
Task 2 Evaluating Claims
Evaluate your claim using the PS information system. Optional: Look at the CO order that the system created as the cost collector for your claim.
I n t e r n a l U s e S A P P a r t n e r O n l y I n t e r n a l U s e S A P P a r t n e r O n l y
1. To analyze data belonging to your claim, choose the Claim Hierarchy report in the the PS information system. Display your claim from the report and look at the Action Log to see the changes made to your claim.
a) Call up the report for your claim. Choose Logistics → Project System
→ Information System→ Claim → Hierarchy.
Enter your claim number and choose Execute.
To display the tasks and activities, expand the claim in the overview.
To analyze different data, scroll to the right in the overview. To adapt the layout of the display to your own requirements, choose Change Layout. To branch to the claim, select the claim number.
For a list of executed changes, choose Action Log in the claim. To exit this list, the claim, and the claim hierarchy, choose Continue and Back (more than once).
2. Optional: To display the cost collector for your claim, use the structure information system. Your claim is assigned to project E-9990.
a) Call up the structure information system. Choose Logistics → Project System → Information System → Structures → Structure Overview.
Enter the project E-9990 and execute the report.
In addition to network activities, CO orders are also assigned to WBS element E-9990-2. The costs calculated using the claim are displayed on the cost collector and the superior WBS elements. To display your CO order, select its order number.
Exit the CO order and the structures overview (without saving).
I n t e r n a l U s e S A P P a r t n e r O n l y I n t e r n a l U s e S A P P a r t n e r O n l y Lesson Summary
You should now be able to:
• Use claims