Business Driven Configuration Questionnaire - Pro

Purpose:
The objective of this document is to obtain customer information to prepare the system before the fit-to-standa
discussion during the workshop. These questions makes the fit-to-standard process prescriptive and guided b
drive business decisions and respective configuration in SAP S/4HANA Cloud.

The customer is required to complete and return the document a week prior to the workshop.

Note: This document does not include Configuraiton Activties that are specfiic to Localization topics.

Procedure:
Please provide a response to each question in column labeled 'Customer's Response' of the Accelerator work

Questions categorized as Level 2 are geared towards collecting information prior to running the fit-to-standard
go execution of fit-to-standard workshops due to missing information.

Questions listed as Level 3 are answered during the fit-to-standard workshops. They are typically aimed to ob
make a business decision and define specific configuration values in the backlog. Your answers may also com
document which you provide to support the information requested. If this option is utilized, for clarity and comp
referenced accordingly.

Business Consultants will validate the responses during fit-to-standard process.

Note: Level 1 questions are not in this document and are addressed during the Sales process.

Target Audience:
Customers and Implementation Consultants
Driven Configuration Questionnaire - Professional Services
© 2023 SAP SE or an SAP affiliate company. All rights reserved
Last Updated: 3/21/2023

omer information to prepare the system before the fit-to-standard workshop and to use for further
ns makes the fit-to-standard process prescriptive and guided by the process with business questions to
uration in SAP S/4HANA Cloud.

n the document a week prior to the workshop.

aiton Activties that are specfiic to Localization topics.

column labeled 'Customer's Response' of the Accelerator worksheet.

owards collecting information prior to running the fit-to-standard workshops. They aim to prevent stop/no
o missing information.

g the fit-to-standard workshops. They are typically aimed to obtain more detailed information needed to
onfiguration values in the backlog. Your answers may also comprise a link to an additional sheet or
ormation requested. If this option is utilized, for clarity and completeness, please ensure each question is

es during fit-to-standard process.

nt and are addressed during the Sales process.

 Business Driven Configuration Questionna

Project
Scope SSCUI
Industry Relevant? SAP ID Process Area
Ref. Reference
Y/N

Customer and
Project
Professional Services J11 102641 Internal Project
Management
Management
Y

Customer and
Project
Professional Services J11 101306 Internal Project
Management
Management

Customer and
Project
Professional Services J11 103299 Internal Project
Management
Management
Y

Customer and
Project
Professional Services J11,1A8 103448 Internal Project
Management
Management

Y
 Customer and
Project
Professional Services J11, 1A8 103448 Internal Project
Management
Management

Y
 Enterprise
Portfolio &
Professional Services 4E9 103637 Billing
Project
Management

Customer and
Project
Professional Services J13 Internal Project
Management
Management

Y
 Customer and
Project
Professional Services J11, 1A8 Internal Project
Management
Management

Customer
Project
Professional Services J11 Project
Management
Management

Customer and
Project
Professional Services 16T Internal Project
Management
Management

Human Capital
Professional Services J12 Time Sheet
Management

Y
guration Questionnaire - Professional Services

Topic

Define Work Items and Groups

Define Expenses

Map Resources to Resource

Types

Define Role Types

Maintain Settings for Planning
Billing Profile

Project Procurement
Service Organization

Contract Type

Intercompany

Time Recording
- Professional Services

Topic Definition

Define work items and group them to simplify the assignment of

work items to work packages. The assignment of work items to
groups enables project managers to filter and assign work items
relevant to work packages.

Expense types classify the expenses that are to be spent within a

company. For example, expense type E001 (Accommodation).
They are used for the planning of work packages.
These are not materials but planning categories for the derivation
of planned cost and revenue
You must also map relevant accounts where costs are posted, to
enable reporting of planned and actuals.

Map various resources to appropriate resource types for

professional service projects. This is a mandatory configuration to
enable planning of resources in customer and internal projects.

You can define role types for project roles and enable them for
usage in customer projects and/or internal projects.

If a role type is relevant for project integration with Sales, you

need to assign a partner function to it. As a prerequisite, set up
the required partner function under Sales Partner Determination
Set Up Partner Determination for Sales Document Header.

SAP delivers standard role types for both professional service

projects and enterprise projects used in Enterprise Portfolio and
Project Management. Note, however, that for enterprise projects,
you cannot change standard role types nor define custom role
types.
In S/4HANA Cloud there are four options for managing staffing
of resources on professional services projects which are :

(1) A decentralized option that enables staffing on projects by

integrating an external resource management system using the
Commercial Project (create, update) API.

(2) Use SAP Cloud for Projects for resource management

(Recommended). SAP Cloud for Projects is a solution hosted on
the Business Technology Platform (BTP) and may require
additional licensing
The new billing engine that is made available with scope item
4E9 and shipped in CE 2008 is accompanied with a new
architecture that enables customers to use a new SSCUI for
flexible material determination. As a result, the restriction on the
number of activity types and corresponding sales materials that
can be used in the traditional billing solution for professional
services are overcome with the new billing solution.

Currently, 4E9 supports the billing on a fixed-price, time and

expenses, and periodic services basis. Additionally, write off or
postponement of amounts or quantities is possible. Please note
that existing customers can choose when to:

• Activate the scope item 4E9 in your quality system.

• Switch on the new billing solution on for new projects on a
case by case basis.

Once the scope item 4E9 is activated in the quality system the
scope item is shipped with no configuration maintained.
The setup and configuration specific to the customer
requirements are maintained in the project billing profile and
respective material determination.

For new customers, scope item 4E9 is activated by default and it

is not possible to use the traditional billing solution.

In professional services, the possible procurement subprocesses

are:

Service procurement - an external service is ordered. The

external service company confirms the purchase order and
performs the service. The supplier posts the expenses back. A
supplier invoice is created and processed.

Material procurement for consumption - a consumption material

is requested from a customer or internal project and a purchase
order is created and sent to the supplier. The supplier sends the
material to the company, and the goods receipt is checked.
Finally, the supplier invoice is created and the invoice is paid.

Procurement for third-party order processing - a material is

ordered by the purchaser of the ordering company for an end-
customer from a supplier. The supplier ships the material directly
to this end-customer.
Service Organization is the main entity for customer and internal
projects as all other project entities (company code, sales area,
plant, cost center, and etc.) are derived out of the service
organization. Service organization represents the delivering entity
of a project or work package and is used for resource
management and staffing processes within S/4HANA Cloud.

Professional services agreements can be sold as:

• Fixed price
• Time & expense
• Periodic service
• Usage-based projects.

Revenue recognition methods are tied to contract types. A project

can support the bundling of multiple contract types.

Resources can be planned for and used to deliver customer and

internal projects. A resource can be allocated from the entity
where the project resides and/or from other entities.

The internal and external workforce can use the pre-delivered

standard application in S/4HANA Cloud for time recording.
Alternatively, it is possible to use a 3rd party timesheet solution
and integrate it with S/4HANA Cloud using released APIs.
 Question Level Systems

SAP S/4HANA Cloud, publc

edition
Define tasks that are used in the delivery of
L3
projects?
SAP S/4HANA Cloud, extended
edition

SAP S/4HANA Cloud, publc

edition
Define expenses that are used in the delivery of
L3
projects?
SAP S/4HANA Cloud, extended
edition

SAP S/4HANA Cloud, publc

edition
Define resources to additional resource types for
L3
professional service project?
SAP S/4HANA Cloud, extended
edition

SAP S/4HANA Cloud, publc

edition
Define additional project specific role types? L3
SAP S/4HANA Cloud, extended
edition
 SAP S/4HANA Cloud, publc
Will an external resource management system be edition
integrated with S/4HANA Cloud for staffing people L3
on projects? SAP S/4HANA Cloud, extended
edition
 SAP S/4HANA Cloud, publc
What are the services and materials you sell? edition
Define the required activity type and material L3
determination settings? SAP S/4HANA Cloud, extended
edition

SAP S/4HANA Cloud, publc

edition
Which procurement scenario(s) are appliable to
L2
your projects?
SAP S/4HANA Cloud, extended
edition
 SAP S/4HANA Cloud, publc
Are projects sold and delivered from all your legal edition
entities? Do you have multiple sales organizations L3
within a legal entity ? SAP S/4HANA Cloud, extended
edition

SAP S/4HANA Cloud, publc

edition
Which contract types are applicable to your
L2
business?
SAP S/4HANA Cloud, extended
edition

Does your business utilize and / or bill for resources SAP S/4HANA Cloud, publc
that belong to other internal or partner edition
organizations that result in intercompany L3
transactions? Do you generate an intercompany SAP S/4HANA Cloud, extended
invoice between the ordering and delivering entity? edition

Are you planning to use the standard application in SAP S/4HANA Cloud, publc
S/4HANA Cloud for time recording? If yes, please edition
refer to the Business Driven Configuration L2
Questionnaire - Human Resources for further SAP S/4HANA Cloud, extended
details. edition
Customers' Response