Why train Project-to-Settlement as an end-to-end process?

Because the user-facing step depends on upstream master data, status, integration and period-end controls.

What should support check first when the process fails?

Start with the source document, status, log, master data and authorization before changing configuration.

PS · Project System

Project-to-Settlement SAP S/4HANA training

Manage project structures from WBS planning through execution, cost collection and settlement.

Vue du processus et contexte metier

Project-to-Settlement connects WBS structures, networks, procurement, confirmations, revenue or investment handling and period-end settlement.

Learners can explain how project costs and revenues are planned, captured and settled to the right receiver.

Flux end-to-end

1
Create project structure
CJ20N
App Fiori: Project Control
Impact ACDOCA: Defines WBS and accountability.
2
Plan dates and costs
CJ40 / Easy Cost Planning
App Fiori: Project Planning apps
Impact ACDOCA: Creates baseline and budget context.
3
Execute procurement and work
ME21N / CN22
App Fiori: Manage Project Procurement
Impact ACDOCA: Posts commitments and actual costs.
4
Confirm activities
CN25 / CATS
App Fiori: Record Project Time
Impact ACDOCA: Posts labor/activity actuals.
5
Settle project
CJ88
App Fiori: Run Settlement
Impact ACDOCA: Transfers costs/revenues to asset, cost center or profitability receiver.

Tables cles

Table	Explication
PROJ	Project definition data.
PRPS	WBS element master data.
AFVC	Network activities and operations.
COEP / ACDOCA	Project actual costs in controlling and Universal Journal reporting.
COBRB	Settlement rule data.

Parcours etape par etape

Design the WBS for control

Create WBS levels that match reporting, responsibility and settlement needs.

A surveiller: A WBS that is too detailed or too shallow makes control difficult.

Plan and budget early

Maintain cost plan, budget availability and dates before execution.

A surveiller: Availability control issues are usually planning ownership issues.

Collect actuals consistently

Post procurement, time and activity confirmations against the correct WBS or network.

A surveiller: Wrong account assignment makes project margin unreliable.

Close with settlement

Maintain settlement rules and run period-end settlement.

A surveiller: Costs left on temporary project objects distort reporting.

Erreurs courantes et resolution

Posting rejected by budget control

Cause probable: Budget is missing or availability control limit is exceeded.

Chemin de correction: Review budget release, tolerance profile and assigned value.

Project costs settle to wrong receiver

Cause probable: Settlement rule or strategy is incorrect.

Chemin de correction: Correct settlement rule and rerun test settlement.

WBS report misses actuals

Cause probable: Posting used wrong WBS, network or period.

Chemin de correction: Trace source document and account assignment.

Differences ECC vers S/4HANA

S/4HANA keeps WBS and network fundamentals while improving project reporting and integration with Universal Journal dimensions.

Glossaire

WBS element: Project structure element for planning, budgeting and reporting.
Network activity: Executable project activity with dates, resources and costs.
Availability control: Budget check that controls project spending.
Settlement rule: Definition of where project costs or revenues are transferred.

Test de connaissances

Obtenez au moins 70 % pour débloquer le certificat.

Lancer le générateur