WBS Element in CRM order

Hi forum!!
In the ERP order we assign a item of a order to a WBS element and we need to see that WBS element in CRM but that field does not appear in the CRM order!!
Because of that I think about creating an ERP Order in CRM Order because the WBS element does exist!!but the problem comes here, when I insert the value in the WBS element that value disappears when I press enter or I save the Order.
Does anyone of yours know something about that??
Any ideas??

HI Cecilia,
I am also need to assign WBS element in service order item,but I can't find that filed.
Can you share with me?
Thanks
Tiffany

Similar Messages

  • WBS element in work order

    I would like to restrict users to choose WBS elements in work order (in settlement rule and Addit.data - WBS element) depending on WBS type (project type - PRPS - PRART) - does anybody know how to solve it using authorization objects?

    Hi,
    Please use the following steps as reference:
    1.Go to T-Code pfcg
    2.Create a Role by giving a name say “ZPSTEST”
    3.Click on Authorization tab
    4.You will be asked to save the profile first
    5.Go to “ Change authorization data”
    6.Choose “SAP_ALL” and adopt reference.
    7.Confirm “ Yes” to insert all authorization
    8.Go and expand the link “project system”
    9.Expand the link “ PS: Project Manager for Project Definition”
    10.Here you will see two fields “ Activity for Authorization che” and Number of responsible per”
    11.Click on change button on the first field.
    12.Here click on “Cancel full authorization”
    13.Now, here you can choose what all functions you want to assign for this authorization Role.
    14.Choose say “ Display” and save
    15.Click on “ Number of responsible person” and choose any person , say “ XYZ”
    16.Now the authorization role is ready. This setting will ensure that any person who is assigned this role will only be able to “Display” the projects , if the responsible person is “XYZ”
    17.Go back to the pervious screen. In the process” Generate” the profile also.
    18.Once you are in “Change Roles” Screen, go to tab “USER”. Here you can assign this role ZPSTEST to various users.
    Reward points if useful.
    Regards

  • WBS Element vs investment order

    Good Day,
    Please can someone explain the following..................
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    Your soonest response would be appreciated.
    Kind Regards
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    Hi
    please gop through this notes it may be help full for you...............
    Planning and Budgeting Measures
    Use
    Using this function, you can plan and budget investment measures, even if they are not already assigned to an investment program.
    Integration
    All of the planning and budgeting functions of orders or projects are at your disposal for the corresponding measures. For more information, see the documentation for the R/3 components,  Internal Orders (CO-OM-OPA) and  Project System (PS) .
    Orders or WBS elements that are assigned to investment programs cannot receive their overall budget by means of the budgeting functions in CO and PS, when the Budget distribution indicator is set in the program position to which they are assigned. Instead, they are limited to receiving their overall budget only by means of the budgeting functions in Investment Management.
    Prerequisites
    Certain restrictions apply when an investment program type is entered in the budget profile of an order or WBS element. When this is the case, the order or WBS element cannot receive overall budget unless you assign it (or a higher-level WBS element ) to an investment program position. Until you make this assignment to a program position, the fields for the overall budget and/or annual budget for orders or WBS elements are not ready for input and cannot be changed.
    Activities
    To plan or budget orders, choose Internal orders ® Planning ® Overall values ® Change or Budget ® Original budget ® Change.
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  • How to activate WBS Element in Sales Order

    Dear All,
    How to activate WBS element in sales order?
    Thanks & Regards,
    PM

    Basically in case of Repair and overhaul material is taking inside for repair purpose..for that we create service order in which we r creating component, operation(time. labor, machine) besides we create notification to allow overhead activity for this special activity..
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    thanks
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  • Change WBS element from Sales order

    Hi...
    I have created one sales order with WBS element assignment then I have created billing document and released to accountingu2026.
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    We donu2019t want to user to change WBS element after creation of accounting documentu2026that field should be shown in greyu2026
    Please help me to solve this issueu2026
    Thanks,
    Raj

    Hi,
    You can create a Transaction Variant for the transaction VA02 in which you have to maintain the WBS Element field as output only.
    1. Go to SHD0, enter VA02 in Transaction & give a name to the transaction variant and press Create.
    2. Enter an order no., go to the item "Account Assignment" tab.
    3. Check "Output Only" against WBS Element in the screen listing all the tabstrips & Fields.
    4. Exit & Save.
    You will be returned to the SHD0 screen.
    Select the "Standard Variants" Tab under "Standard Vriants" tab. Press activate to activate the Transaction Variant.
    Go to VA02 to test the variant. You will get the WBS Element disabled.
    Revert in case of any doubts.
    Regards,
    Vijay

  • Additional Data's WBS Element of Work Order

    Hello,
    I need to fetch the Additional Data's WBS Element for work orders (PM module) and then also apply the change functionality to it.
    Any BAPI or Function Module available for the same.
    Can someone help me on that?

    Hi,
    Please use the following steps as reference:
    1.Go to T-Code pfcg
    2.Create a Role by giving a name say “ZPSTEST”
    3.Click on Authorization tab
    4.You will be asked to save the profile first
    5.Go to “ Change authorization data”
    6.Choose “SAP_ALL” and adopt reference.
    7.Confirm “ Yes” to insert all authorization
    8.Go and expand the link “project system”
    9.Expand the link “ PS: Project Manager for Project Definition”
    10.Here you will see two fields “ Activity for Authorization che” and Number of responsible per”
    11.Click on change button on the first field.
    12.Here click on “Cancel full authorization”
    13.Now, here you can choose what all functions you want to assign for this authorization Role.
    14.Choose say “ Display” and save
    15.Click on “ Number of responsible person” and choose any person , say “ XYZ”
    16.Now the authorization role is ready. This setting will ensure that any person who is assigned this role will only be able to “Display” the projects , if the responsible person is “XYZ”
    17.Go back to the pervious screen. In the process” Generate” the profile also.
    18.Once you are in “Change Roles” Screen, go to tab “USER”. Here you can assign this role ZPSTEST to various users.
    Reward points if useful.
    Regards

  • SD-PS- WBS Element in Sales Order

    Dear Gurus,
    While linking WBS Element in ACCOUNT ASSIGNMENT tab in Sales Order , if the project or WBS is not in REL( Relesed) mode, the system should not allow to Assign the WBS Element in the Sales Order.
    Eg: If the WBS Element is not ticked for Billing, Then the system will not allo to assign the WBS element into Sales Order. Like this
    I want to configure for above Scenario.
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    Cheers,
    Sumith

    Hi Sumith,
    This is standard in SAP, that you can include the WBS element regardless of marked as a billing element or not.But system will not allow you to do billing using those WBS elements which are not marked as a billing element in project system.
    The facility to include the WBS (not maked as a billing element ) in the sales order is for the tracking of project revenue. For example: You can create a sales order including WBS elements , so that there will be tracking of the material and planned revenue ( which is to be billed to the customer to generate revenue ).
    And if you have to start billing those material items to the customer then you have to mark them as billing elements in the project.
    Or if you really want to restrict the WBS element  in sales order as per your requirment then you can use different user status or can create a ABAP program to be triggred at the time of saving the sales order that should display a error message like these many WBS elements cannot be included in the sales order as they are not marked for account assignment.
    Thanks,
    Dhruv Kumar Malhotra
    Edited by: Dhruv Kumar Malhotra on Oct 23, 2008 9:27 AM

  • BADI/User Exit for WBS element creation (CRM to R/3)

    In CRM 4.0 once a Campaign or Trade Promotion is created, a WBS is also automatically in R/3 (tcode CJ20N)
    I have a requirement to fill out the 'user fields' at the WBS element level when the campaign/TPM status is set to Release.
    I also need to fill out the 'company code' at the Project Definition level.
    Could you let me know if there's a badi or user exit that i can use in order to achieve these requirements?
    Your help will be much appreciated.
    Thanks
    Elynor

    Hi Tomasz,
    Thanks for your reply. Could you give me a hint on how to use these Badis since the passing parameters cannot be changed?
    A sample code would be helpful
    Many Thanks.

  • WBS element in PM order

    Hi Experts,
    In PM order in Additional data & Location tab there is WBS Element field may i know from where these two field get updated in bot h the tab.
    AR

    Hi Amit,
    WBS in Location tab (A/c Assignment-screen area) gets copied from equipment master.
    Also see [this|WMS Elements in PM Order; thread for more information.
    Sundar

  • WBS element for Sales Order Item level

    Hi gurus,
    I am trying to create an inbound idoc for sales order ' VA01'. I need to populate WBS element in the item level under Account Assignment Tab. I am using ORDERS05 basic type. Please help to find which segment to use for WBS element. Waiting for your reply. Please help.
    Regards,
    Satyajit
    Edited by: Satyajit Saha on Feb 22, 2008 1:24 AM

    Hi gurus,
    I am trying to create an inbound idoc for sales order ' VA01'. I need to populate WBS element in the item level under Account Assignment Tab. I am using ORDERS05 basic type. Please help to find which segment to use for WBS element. Waiting for your reply. Please help.
    Regards,
    Satyajit
    Edited by: Satyajit Saha on Feb 22, 2008 1:24 AM

  • WBS element for collective order

    Hello All,
    I have a production order with 5 subordinate production orders .
    For the order header there is a WBS element assigned .
    But for the subordinate orders, WBS should be the same as that of order header WBS.
    My problem here is , PO is created using CO10 . WBS is  input at the time of creation and available in order header only.
    But WBS field is empty for subordinate orders when displayed using CO03.
    Regards,
    Jyothi

    Hello All,
    I got the solution.
    There is a link between BOM header and items and WBS elements through table AFPO.
    If we input the WBS element, then it displays all the orders (Both BOM hdr and items)
    If the table entry is not maintained correctly, then there will be no WBS for that BOM items.

  • WBS element in Sales order

    Dear Friends,
    We have an issue as explained below.
    An end user has created a Sales order and added a line Item. He forgot to add WBS Element and continued with delivery. Delivery document has been created without WBS element(Table LIPS is updated without WBS). Before Creating an Invoice end user added WBS element in the sales order and performed Invoicing. When we do Revenue recognition w.r.t a delivery document WBS element is empty because it was not updated.
    We are using F2 billing type and process is Delivery related billing. Issue is how system updated WBS element from the Sales order to Invoice when we are performing Delivery related billing.Is there any setting we can control this action.
    Please suggest.
    with regards,
    Dayanand

    Hi Dayananda
    Check in transaction VTFL for given item category what copying routine are set. Check those copy routine and see if there is any data is being copied from table VBAP
    Similar to above also check transaction VTFA for copying routine (if any)
    As a standard SAP even we create an invoice with reference to the delivery document, still there are some data which is being copied from a sales order i.e. all pricing relevant information is copied from your sales order and not from delivery.

  • WBS Element in Production Order

    Hi Gurus,
    Just would like to briefly understand, how I can make use of the WBS Element in the Production Order (Assignment tab) to use as cost settling for a production order? How do i automate the WBS Element in the production Order for a set of given parameters? Is there a config I can use to set a profile?
    I have a scenario here as below:
    I have various types of production orders:
    PO 1 = Production A
    PO 2 = Production B
    PO 3 = Production C
    And for each of the above, I will individually have a WBS Element.
    PO1 - WBS Element A
    PO2 - WBS Element B
    PO3 - WBS Element C
    And WBS Element A, B and C is a Level 2 WBS Element which are tied to WBS Element Z (Level 1 WBS Element), which will be settled to a project.
    Appreciate your kind feedback on the above on how I can make it work by settling the cost to the WBS Element.
    Thanks.
    Rgds.

    hi,
    mainatain the settlement profile in order type. in txn oko7 settlement profile vaild receivers select wbse as settlement optional.
    in production orderheadersettlement rule maintain category as wbse and run the settlement txn ko88. now the actual production cost debit the wbse.
    regards,

  • WBS Element wise sales order report.

    Hi guys,,
    I need to create a report to display Sales order details and its amount based on WBS Element which will be given on selection screen.
    please suggest how do i proceed and the link between the tables used..
    I tried using PRPS,VBAP and VBRK but things are not working
    also let me know how do we categorizes WBS Line item wise corresponding to particular material
    e.g  if we have different POSNR for same MATNR and ERDAT.
    Thanks.
    Moderator Message: Specs-dumping is not allowed.
    Edited by: kishan P on Apr 12, 2011 2:51 PM

    Hi Dayananda
    Check in transaction VTFL for given item category what copying routine are set. Check those copy routine and see if there is any data is being copied from table VBAP
    Similar to above also check transaction VTFA for copying routine (if any)
    As a standard SAP even we create an invoice with reference to the delivery document, still there are some data which is being copied from a sales order i.e. all pricing relevant information is copied from your sales order and not from delivery.

  • Substitution of WBS element in Sales Order

    Hi Gurus
    I am posting a Sales order and i want to substitute the WBS element in the sales order with the combination of Sales order type and Material. Please help me out regarding the same.
    Regards
    Surya

    Hi,
    You can do it via OKC9 transaction. Define preresuisites for VBAK-AUART and VBAP-MATNR, and set the WBS.
    Regards,
    Eli

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