PLM Project System (PS)

Customer Enhancement Field for WBS : Creation,Field Mapping and Validation & Substitution

This post will help to PS Functional as well as Technical Consultant.

As per my practical experience; I found that there are number of blogs for the creation of customer field in WBS, Mapping of same as well as Validation and Substitutions, but couldn’t find all the relevant steps for integrating this whole scenario.

So, I decided to wrap-up all of this things in a single blog with an example.

BUSINESS SCENARIO :

  1. Let say, One Customer field (ZZXXXX) is to be assign in WBS
  2. Field is to be set as mandatory.
  3. Field data should be copy from Main WBS to all below WBS

SOLUTION :

1. To create Customer Field we will be using Exit : CNEX0007 : PS customer specific fields WBS element

Step 1 : Go to T-Code : SE11 > Open Structure CI_PRPS > Add Customer Field ZZXXXX*

PLM Project System (PS)

Please, make sure while creating customer field . It should be start with ZZ as per SAP Guidelines, else system will not able to find that field in substitution ( I came across with this while an implementation project )

Step 2 : Go to T-code : CMOD > Create Project and assign this exit to created project.

PLM Project System (PS)

Step 3 : After Assignment of exit , click on components and double click on highlighted program

PLM Project System (PS)

Step 4 : Now it will take you to the Screen : SAPLXCN1 , then click on layout, screen painter will open. Now put ZZXXXX on screen & activate it.

PLM Project System (PS)

Step 5 : Now, Go back to Project and double click on function exit : EXIT_SAPLCJWB_004, Now double click on Include : ZXCN1U21 and press enter & Assign value to ZZXXXX from cnci_prps_imp

This exit is used to retrieve data from table ( PRPS ) to customer filed ( ZZXXXX )

PLM Project System (PS)

Step 6 : Now, Go back to Project and double click on function exit : EXIT_SAPLCJWB_005, Now double click on Include : ZXCN1U22 and press enter & Assign value to cnci_prps_exp from ZZXXXX

This exit is used to transfer value data from customer filed ( ZZXXXX ) to table ( PRPS )

PLM Project System (PS)

Step 7 : Activate the Project and All the includes.

RESULT : Customer Field ZZXXXX created

2. After creating field, we want this field as mandatory and will do this by using Validation Function.I hope all are confirmtable with fundamental of Validation function

Step 1 : Create Validation Name under WBS Element in T-code : OPSI

PLM Project System (PS)

Step 2 : Maintain Step for field with Check and Error Message

PLM Project System (PS)

  • Message ID can be new created and message can be created as per your requirement or you can use existing message ID and just create new message under it.
  • T-code : SE91, will help to achieve all of this

RESULT : Validation Created ; which will create customer field mandatory.

3. Now, To achieve copy of field from Main WBS to all sub-WBS, we will use Substitution Function.I hope all are confirmtable with fundamental of Substitution function.

Step 1 : Create Substitution Name under WBS Element in T-code : OPSN

PLM Project System (PS)

Step 2 : Lets create Step and choose Field “ ZZXXXX “

Note : There are TWO Pre-requisite to getting this Field in substitution

Go To SM30 > Maintain Table : VWTYGB01 > Create a New Entry for field as per below

PLM Project System (PS)

Go To SE38 > Execute Program : RGUGBR00 as per below

PLM Project System (PS)

Now, you are able get this field in Step Creation as shown in below,

PLM Project System (PS)

Step 3 : Select Substitution Method “ Field – Field Assignment “

PLM Project System (PS)

Step 4 : Maintain Pre-requisite ( Level > 1 ) & Substitution as below,

PLM Project System (PS)

Kindly, select Superior WBS field ( RCJ_PRPSUP-ZZXXXX ) as this value to be copy to all below level WBS.

RESULT : Substitution Created ; which copy data from Top WBS to all Sub-WBS for customer field

DEMO :

Step 1 : Create Sample Project Definition

PLM Project System (PS)

Step 2: Attach L-0 WBS and Press Intermediate Save Button – System gives Error which derives from Validation as no data in field

PLM Project System (PS) PLM Project System (PS)

Step 3: Go To Cust. Enhancement Tab & Put required Value on Field and then Press Intermediate Save Button – After that Error will eliminate

PLM Project System (PS) PLM Project System (PS)

Step 4: Attach L-1 WBS under L-0 WBS: Press Enter > Press Intermediate Save > Check data on Cust. Enhancement Tab : Data derive from Substitution

PLM Project System (PS)

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