Inhaltsverzeichnis

Alle Kapitel aufklappen
Alle Kapitel zuklappen
Acknowledgments
17
1 Introduction
21
1.1 What This Book Discusses
21
1.2 Introduction to the Cross-Application Time Sheet
22
1.2.1 Evolution of CATS
23
1.2.2 Business Requirements and CATS
23
1.2.3 CATS User Interfaces
25
1.3 Brief Technical Overview
26
1.4 Integration Overview
27
1.5 System Enhancements
29
1.5.1 User Exits
30
1.5.2 BAdIs
30
1.6 Summary
30
PART I CATS Functional Processes
31
2 Master Data Foundations for CATS Processes
33
2.1 Master Data for Human Resources
34
2.1.1 Enterprise Structure
35
2.1.2 Core HR Infotypes
37
2.1.3 Human Resources Mini-Master Data
39
2.1.4 Time Management Infotypes
43
2.1.5 Human Resources Personnel Development
50
2.1.6 Basic Settings for Time Management
52
2.2 Master Data for Finance and Controlling
53
2.2.1 Key Elements for Integrating CATS with Financial Accounting
55
2.2.2 CATS Integration in Financial Accounting
56
2.2.3 Customizing Integration with Financial Accounting
64
2.2.4 Key Elements for Integrating CATS with Controlling
66
2.2.5 Document Generation with Controlling
67
2.2.6 Customizing Integration in Controlling
69
2.2.7 CATS and Controlling Transfer
70
2.3 Master Data for Plant Maintenance and for Customer Service
71
2.3.1 Key Elements for Integrating CATS with Plant Maintenance and Customer Service
71
2.3.2 Transactions
72
2.3.3 Available User Exits to Enhance CATS
80
2.3.4 CATS and Plant Maintenance Transfer
80
2.4 Master Data for Materials Management (External Services)
80
2.4.1 Basic Information for MM
81
2.4.2 Integration with Human Resources
84
2.4.3 Available Fields for Materials Management
88
2.4.4 CATS and Materials Management Transfer
89
2.5 Master Data for SAP Project System
90
2.5.1 Basic Information about SAP Project System Transactions to Be Integrated
91
2.5.2 Available Fields for Project System
95
2.5.3 Integration with Collaboration Projects (cProjects) Since EHP5
96
2.5.4 CATS and Project System Transfer
97
2.6 Summary
98
3 Time Entry
99
3.1 Individual Time Registration through the On Premise (Backend) System
100
3.1.1 End-User Process
100
3.1.2 Enable Worklist
101
3.1.3 Release and Approval
103
3.1.4 Configuration Considerations
105
3.2 Mass Time Registration through the On Premise (Backend) System
106
3.3 Individual Time Registration through the Portal (Frontend)
109
3.4 Mobile Time Registration
111
3.4.1 Standard SAP Timesheet App
111
3.4.2 Time Registration through SAP Fiori
116
3.5 Summary
117
4 Time Entry Release Process
119
4.1 Activating the Release Process
119
4.2 On Premise (Backend) Release Process
121
4.3 Web Interface Release Process
123
4.4 Summary
127
5 Approval Process
129
5.1 Approval from the On Premise Side (Backend System)
129
5.1.1 Approve Working Times by Selecting Master Data
130
5.1.2 Approve Working Times via Report RCATS_APPROVE_ACTIVITIES
131
5.1.3 Approve Working Times and Travel Expenses
133
5.2 Approval from the Online Side (Frontend System)
135
5.2.1 Collective Approval
138
5.2.2 Individual Approval
139
5.2.3 Review and Save
140
5.2.4 Customizing the New Web Dynpro Approval Screen
141
5.3 Summary
146
6 Transferring Time Entries
147
6.1 Configuration
147
6.1.1 Configuration for the Human Resources (HR)/Human Capital Management Direct Transfer
148
6.1.2 Configuration for the Controlling Component Transfer
148
6.2 Standalone Transfer into Individual SAP Components
150
6.2.1 Transferring into SAP ERP HCM and Human Resources
150
6.2.2 Transferring to SAP Project System
151
6.2.3 Transferring to the Plant Maintenance (PM) or Customer Service (SM/CS) Components
152
6.2.4 Transferring to the Accounting Component (FI-CO)
153
6.2.5 Transferring to the Materials Management (MM) Component
155
6.2.6 Transfer Combinations
156
6.3 Mass Transfer Program
157
6.4 Scheduling a Batch
159
6.5 Reorganizing Interface Tables
160
6.6 Reporting
162
6.7 Summary
166
7 Enabling Workflow
167
7.1 Introduction to Standard Workflow
168
7.2 Basic Configuration
169
7.2.1 Standard Documentation
169
7.2.2 Technical Prerequisites
169
7.2.3 Organizational Management
170
7.2.4 Workflow Authorizations
171
7.2.5 SAP User ID Mapping against Personnel Number and Email Address
172
7.3 Configuring a Standard Workflow in an SAP ERP HCM Process
172
7.3.1 Maintaining a Task
172
7.3.2 Additional Data: Agent Assignment
176
7.3.3 Adjusting the Customizing Configuration
177
7.3.4 Refreshing the Organizational Buffer
178
7.3.5 Testing the Workflow Process
179
7.4 Notifications
180
7.4.1 Receiving the Workflow Notification
180
7.4.2 Dealing with Notifications and Work Items
181
7.5 Configuring a Substitution Rule
182
7.5.1 Substitution Rule through Workflow Agent Determination
182
7.5.2 Substitution Rule through the Organizational Assignment
182
7.5.3 Substitution Rule through the SAP Business Workplace
183
7.5.4 Substitution Rule through the Universal Worklist (UWL)
184
7.6 Troubleshooting
185
7.6.1 Standard Reports for Troubleshooting
185
7.6.2 Some Leads for Troubleshooting
187
7.7 Summary
189
8 Authorizations
191
8.1 Authorization Groups
192
8.1.1 Set Up the Group
192
8.1.2 Assigning the Authorization Group to the Data Entry Profile
194
8.2 Restricting Access to a Determined Data Entry Profile and/or for Personnel
194
8.3 Authorization for Reporting in CATS
196
8.4 System Authorizations for Working with CATS Regular Version
196
8.5 Summary
197
9 Reporting
199
9.1 Frontend Reporting
199
9.1.1 Employee Listing
199
9.1.2 Master Data Export
200
9.1.3 Display Working Times
201
9.2 Backend Reporting
204
9.2.1 Time Leveling via Transaction CATC
205
9.2.2 Display Single Document Number
207
9.2.3 Approve Working Times
208
9.3 General Reporting
208
9.4 Reorganizing the Time Sheet
211
9.5 User-Linking to Employees
212
9.6 Reporting in Common SAP Components
215
9.6.1 Human Resources
215
9.6.2 Finance and Controlling
215
9.6.3 Plant Maintenance and Customer Service
215
9.6.4 Project System
215
9.6.5 Materials Management
216
9.7 Auditing the Process and the Master Data
216
9.7.1 Log Report Starts
216
9.7.2 Data Tracking for Self-Services
218
9.7.3 Enabling Data Tracking for Self-Services
221
9.7.4 Viewing the Logged Activities
223
9.7.5 Logged Changes in Infotype Data for Personnel Administration Data
225
9.7.6 Display Change Documents for Personnel Development Data
228
9.7.7 Event Linkage for Customer (Table T779X)
229
9.8 Summary
231
PART II CATS Configuration
233
10 Configuring the Cross-Application Time Sheet
235
10.1 Customizing the CATS Data Entry Profiles
237
10.1.1 General Settings
239
10.1.2 Time Settings
241
10.1.3 Person Selection
242
10.1.4 Accounting Variant
244
10.1.5 Default Values
244
10.1.6 Worklist
245
10.1.7 General Data Entry Checks
246
10.1.8 Print Entry Data Sheet
248
10.1.9 Integrating CATS with SAP Business Workflow
248
10.1.10 Determine Variant of Approval Report for Workflow
253
10.2 Customizing the CATS Fields
254
10.3 Customizing CATS for Web-Enabling
257
10.3.1 Create Data Entry Profiles for Employee Self-Services (ESS)
258
10.3.2 Create Data Entry Profiles for ESS
261
10.3.3 Select Allowed Absence Types
261
10.4 Additional CATS Customizing
263
10.4.1 Define Print Report
263
10.4.2 Define Authorization Groups
263
10.4.3 Specify Task Types, Components, and Levels
264
10.4.4 Define Rejection Reasons for the Approval Process
264
10.4.5 Determine How to Fill Controlling Documents during Transfer to Controlling
266
10.4.6 Recording Working Time through the SAP NetWeaver Business Client (NWBC)
267
10.4.7 Activation of the Composite Role(s)
268
10.5 Recording Working Time through SAP Fiori
269
10.5.1 Prerequisites for Installation
270
10.5.2 My Time Sheet App Customizing
278
10.5.3 (Optional) Deploy the Business Add-Ins (BAdIs) for the My Time Sheet App
279
10.5.4 End-User Perspective of the SAP Fiori My Time Sheet App
281
10.6 Summary
284
11 Additional Functionality for SAP ERP HCM Users
285
11.1 SAP ERP HCM Integration Configuration Steps
286
11.1.1 Display Quota Balance Details
287
11.1.2 Incorporate Work Schedule Information
288
11.1.3 Consolidate Attendances and Absences Created via Alternate Applications
289
11.1.4 Incorporate Public Holidays into Time Sheet
290
11.1.5 Present Color-Coded Time Entry Status Information
292
11.1.6 Completion Status Messaging
292
11.1.7 Time Entry Cutoff Date Notice
293
11.2 HR-Enabled CATS Technical Requirements
293
11.2.1 Activate the ESS WDA Business Function
293
11.2.2 Set Up Proxies
294
11.2.3 Activate ICF Services
295
11.3 Troubleshooting
296
11.4 Summary
296
12 CATS Approval Configuration
297
12.1 Customizing the Approval Determination Logic
298
12.1.1 Customizing Special Approvals
298
12.1.2 Automatic Approvals via BADI_CATS_APPROVAL
304
12.2 Customizing the Approval User Interfaces
306
12.2.1 Enhancing CATS Classic Approval
306
12.2.2 Enhancing CATS for Service Provider Approval
307
12.2.3 Enhancing CATS MSS Approval
307
12.3 Summary
311
13 CATS Performance and Support Tools
313
13.1 CATS Performance
313
13.1.1 CATS Archiving
315
13.1.2 Interface Table Cleanup
316
13.1.3 Performance Recommendations for HR
318
13.1.4 Additional Performance Recommendations
319
13.2 Support Tools
321
13.3 Summary
325
14 Actual Labor Costing
327
14.1 Options for Calculating Labor Costs
327
14.1.1 Labor Costing Using Current Payroll Results
328
14.1.2 Labor Costing Using Prior Payroll Results
329
14.1.3 Labor Costing Using Basic Pay
330
14.2 Implementing Your Labor Rate Calculation
330
14.2.1 Rate Calculation Using Estimated Costs
331
14.2.2 Rate Calculation Using Payroll Results
337
14.3 Select the Right Costing Variant
347
14.4 Summary
348
PART III CATS Enhancements
351
15 Deploying User Exits and BAdIs to Enhance CATS
353
15.1 Enhancements for the Time Entry Process
354
15.1.1 CATS Classic Screen Enhancements
355
15.1.2 Worklist Enhancements
362
15.1.3 Data Edits
365
15.1.4 Custom Data Validation
368
15.1.5 Populate Customer-Specific Text Fields
371
15.2 CATS Enhancements for Concurrent Employment
373
15.2.1 HRCATS_PROFILE_BY_PERNR—Generate Data Entry Profile for Each Employment Relationship
374
15.2.2 HRCATS_TEMPLATE_BY_PERNR—Generate Personal Templates for Each Employment Relationship
374
15.2.3 BADI_CATS_FILTER—Filter Assignments
375
15.3 Enhancements for CATS for Service Providers
375
15.4 Enhancements for CATS Regular WDA
378
15.4.1 HRESS_CATS_CAL_DISPLAY—Calendar Display for Recording Working Times
379
15.4.2 HRESS_CATS_CAL_LEGEND—Calendar Legend for Recording Working Times
380
15.4.3 HRESS_CATS_DIR_REL_POPUP_TEXT—Direct Release Confirmation Text Change
381
15.4.4 HRESS_CATS_PROFILE_FILTER—Data Entry Profile Filter
382
15.4.5 HRESS_CATS_PRINT_FROM—PDF Print Forms for CATS
383
15.4.6 HRESS_CATS_PUB_HOLIDAY_DISPLAY—CATS Partial Day Public Holiday Display
384
15.4.7 HRMSS_CATS_APPR_DASHBRD_EMAIL—CATS Approval Mass Email Reminder
385
15.5 Approvals, Workflow, and Reporting Enhancements
386
15.5.1 Approval and Workflow Enhancements
387
15.5.2 Enhancing the Working Times and Approval Reports
390
15.5.3 Additional Enhancement
394
15.6 Summary
394
16 Importing and Extracting CATS Data
395
16.1 Introduction to BAPIs
396
16.2 Analysis of the Time Sheet Manager Business Object
398
16.2.1 Create CATS Records via a BAPI
400
16.2.2 Change CATS Records via a BAPI
402
16.2.3 Delete CATS Records via a BAPI
403
16.3 Techniques for Building a Time Interface
404
16.3.1 Customizing a CATS Data Entry Profile
404
16.3.2 Loading Data via ALE
408
16.3.3 Loading Data via an ABAP Program
409
16.4 Tools for Extracting CATS Data
411
16.4.1 Extracting CATS Records
411
16.4.2 Extracting the CATS Worklist
412
16.5 Summary
413
17 Enhancing the CATS Web Dynpro ABAP Applications
415
17.1 Floor Plan Manager
416
17.2 Customizing the User Interface
417
17.3 Application Configuration
418
17.3.1 Modifying the Application Parameters
420
17.3.2 Finding Application Parameters
423
17.4 Component Configuration
424
17.5 Enhancement Implementations
426
17.5.1 Creating Custom Fields and Structures
427
17.5.2 Adding Custom Processing Logic and Modifying the View
427
17.6 Summary
430
Appendices
431
A Further Resources
433
A.1 Useful Reference Material
433
A.2 Commonly Used Transactions
434
A.3 SAP Reference Documentation on SAP Fiori
436
A.4 Further Enhancements via Enabling Enhancement Packages
438
B Frequently Asked Questions
443
C The Authors
449
Index
451