How can we integrate CATS & PPM and to retrieve CATS time recording data in PPM ?
Dear experts,
Following the previous question of Ruxandra Petrina called "record times with CATS", I am facing an issue with the report DPR_CATS_CPR_TRANSF : it shows nothing despite I activated PPM accounting integration.
There are the steps I followed, I really don't understand what is missing. In PPM I can transfer and assign my projects to WBS elements automatically or manually.
1. We allowed time confirmation for projects
2. We replicated personal number as business partners
3. We activated worklists and project assignments @ data entry profiles
4. We set up ALE & RFC connections
5. We activated the integration scenarios on WBS element : automatic and manual creation of WBS element assigned to PPM elements. Then we set up data profiles for time recording in cat2.
6. We enter times, we released it (approval is not required) + saving
7; We launch the program in SE38 of both ERP or SOLMAN systems : NOTHING appears.
Our goal is to see the times recorded in CATS in the Confirmed work field of PPM.
Can you please help me out with this issue ?
Many thanks in advance.
Best,
Cassoké
Hi Cassoke,
If tasks assigned to a user is not listed in CAT2 worklist, then first we need to ensure that the tasks are displayed in the worklist. So the user confirm the times for the tasks using this list and after that only we should be running the report 'DPR_CATS_CPR_TRANF' to transfer the actual times entered by user in CAT2 to PPM project task.
To integrate CATS with PPM, you need to follow these steps.
Customisations:
1) Enable 'Time recording' for tasks & 'Account integration' in project type
2) Customisation related to 'Accounting integration' to be carried out (either single object / Hierarchical controlling, for testing better to use single object - Internal order, since it is easier)
3) Create a time sheet data entry profile
(Refer thread Record working times with CATS for details)
4) Ensure all object links(internal order / WBS) RFC destinations are updated correctly.
Master data:
Business partners creation with BUP003-Employee role & link to HR personnel number
(This is not required if HR integration is activated, since the system creates the BP's automatically. But manually we need to validate the BP's for linkage with few users)
Project:
1) Create project using customised project type (where time recording/accounting integration is enabled)
2) Structure the project with phase/tasks
3) Update duration/work etc., to the tasks
3) Create project roles & staff a resource (BP which is validated for HR personnel number linkage).
4) Assign task to project role with resource in Project role-->task tab
6) Release the project definition and also check for phase/tasks release
7) Change the status of project definition to 'Flag for transfer' (Can be done before project release also)
8) Check whether the internal order / PS project with WBS is created in ERP system(Based on customisation) and linked to project. Check can be made in accounting tab of the project. (If it is not created, then check for object link RFC destination correctness)
In case of automatic internal order creation process, you need to enter the org unit. data in project definition-->additional data of the project.
CATS:
After completing all the steps, the task assigned to the user will appear in the CAT2 transaction.
1) User can confirm the task with actual hours.
2) Run the CATS transfer report mentioned above to update the data in PPM project.
About SOLMAN integration, you can refer to this presentation also.
http://www.sapsa.se/wp-content/uploads/2013/09/9.-ITPPM@SAPSA_131119_IngoPfeiffer.pdf
Regards,
Ravi
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