This document discusses roles, responsibilities, and an approach for automated agent determination in workflows. It describes how roles relate to other organizational structures and objects. Responsibilities define the domain or scope of a role. An approach is described where responsibilities are coded to define a functional organization overlaying reporting lines. This allows determining appropriate agents for tasks in workflows by tracing responsibilities through multiple dimensions like products, geographies, etc. Escalation paths can also be determined by tracing responsibilities through increasing layers of a functional management hierarchy.
This document outlines the configuration steps for automatically determining batches in delivery documents. Key steps include:
1. Configuring batch management strategies, access sequences, and search procedures.
2. Allocating the SD batch search procedure.
3. Activating automatic batch determination in sales orders and deliveries.
4. Creating a class for batch shelf life dates and maintaining it in material masters.
5. Creating batches for materials and maintaining shelf life expiration dates.
6. Maintaining condition records for batch search strategies to trigger automatic batch determination during delivery processing based on available stock batches.
Automatic picking configuration in delivery in sap sdsarath chandran
Automatic picking in SAP SD can be configured by defining shipping points using transaction VP01SHP to maintain settings. Delivery documents are then created and saved without entering picking quantities, which will be automatically generated using output condition technique. The configuration involves using transactions V/38, OVLT to change the time value, and VP01SHP to maintain shipping points so that deliveries can be saved without errors when picking quantities are automatically determined.
The document discusses output determination in SAP SD. It explains that output is the outcome of a document like print, email, fax. Output determination uses condition techniques to determine the appropriate output based on fields like sales organization and customer. The standard output types are configured using condition tables, access sequences, and output types. Output determination procedures are then assigned to sales documents like order, delivery, and invoice to determine the output.
Contains most of the standard SAP CS process, related data objects, configuration aspects in Logistics modules SD, PM, and integration touchpoints with FI-CO.
Serial number profile configuration for materialLokesh Modem
1. The SAP serial number functionality allows precise tracking of individual inventory items using unique serial numbers.
2. Serial number profiles define how serial numbers are assigned to materials and are configured at the plant level in the material master.
3. For existing stock where serial numbers are now required, the stock must be removed through a goods issue transaction and re-entered through a goods receipt transaction with serial numbers assigned. Directly changing serial numbers for existing stock is not possible.
Automatic batch determination based on shelf lifeMauricio Beltran
This document discusses how to configure automatic batch determination in SAP based on shelf life for materials like pharmaceuticals and foods. Key steps include importing standard characteristics, creating classes linked to expiration date, setting material master fields for shelf life, receiving goods into batches, and creating a search class and sort rule to select batches with the closest expiration dates first during delivery. This ensures batches are delivered before their expiration while meeting the required minimum remaining shelf life.
Create an asset through finance T-Code AS01 by entering the acquisition value and planned depreciation. The asset can be directly sold through finance or using a sales order to capture excise or generate an invoice. To sell using a sales order, create a non-valuated material code for the asset with an asset account assignment group. Then create a sales order, upload stock, create a delivery, invoice, excise invoice, and retire the asset using T-Code ABAON to check the financial impact.
This document outlines the configuration steps for automatically determining batches in delivery documents. Key steps include:
1. Configuring batch management strategies, access sequences, and search procedures.
2. Allocating the SD batch search procedure.
3. Activating automatic batch determination in sales orders and deliveries.
4. Creating a class for batch shelf life dates and maintaining it in material masters.
5. Creating batches for materials and maintaining shelf life expiration dates.
6. Maintaining condition records for batch search strategies to trigger automatic batch determination during delivery processing based on available stock batches.
Automatic picking configuration in delivery in sap sdsarath chandran
Automatic picking in SAP SD can be configured by defining shipping points using transaction VP01SHP to maintain settings. Delivery documents are then created and saved without entering picking quantities, which will be automatically generated using output condition technique. The configuration involves using transactions V/38, OVLT to change the time value, and VP01SHP to maintain shipping points so that deliveries can be saved without errors when picking quantities are automatically determined.
The document discusses output determination in SAP SD. It explains that output is the outcome of a document like print, email, fax. Output determination uses condition techniques to determine the appropriate output based on fields like sales organization and customer. The standard output types are configured using condition tables, access sequences, and output types. Output determination procedures are then assigned to sales documents like order, delivery, and invoice to determine the output.
Contains most of the standard SAP CS process, related data objects, configuration aspects in Logistics modules SD, PM, and integration touchpoints with FI-CO.
Serial number profile configuration for materialLokesh Modem
1. The SAP serial number functionality allows precise tracking of individual inventory items using unique serial numbers.
2. Serial number profiles define how serial numbers are assigned to materials and are configured at the plant level in the material master.
3. For existing stock where serial numbers are now required, the stock must be removed through a goods issue transaction and re-entered through a goods receipt transaction with serial numbers assigned. Directly changing serial numbers for existing stock is not possible.
Automatic batch determination based on shelf lifeMauricio Beltran
This document discusses how to configure automatic batch determination in SAP based on shelf life for materials like pharmaceuticals and foods. Key steps include importing standard characteristics, creating classes linked to expiration date, setting material master fields for shelf life, receiving goods into batches, and creating a search class and sort rule to select batches with the closest expiration dates first during delivery. This ensures batches are delivered before their expiration while meeting the required minimum remaining shelf life.
Create an asset through finance T-Code AS01 by entering the acquisition value and planned depreciation. The asset can be directly sold through finance or using a sales order to capture excise or generate an invoice. To sell using a sales order, create a non-valuated material code for the asset with an asset account assignment group. Then create a sales order, upload stock, create a delivery, invoice, excise invoice, and retire the asset using T-Code ABAON to check the financial impact.
The document discusses various configurations needed for SAP Material Requirements Planning (MRP) at the plant level. Key configurations include:
1) Activating MRP for a plant and setting up planning file entries to collect materials for MRP runs.
2) Maintaining plant parameters such as number ranges, availability check rules, reporting settings, MRP controllers, floats, and special procurement types.
3) Configuring defaults for planned order conversions, dependent requirement checks, and BOM/routing selection IDs to determine which BOMs and tasks lists are used in planned orders.
Important sap ewm tables for key functional areasGhassen B
This document provides a list of important tables in SAP Extended Warehouse Management (EWM) organized by key functional areas. It includes tables for waves, outbound and inbound deliveries, handling units, warehouse tasks, warehouse orders, stock and bins, physical inventory, transportation units, and more. An expanded list of EWM tables can be downloaded for more comprehensive reference.
Slotting in SAP EWM determines optimal storage parameters for placing goods in a warehouse. It uses product, packaging, demand, and other data to determine the storage section, bin type, and putaway strategy for each product. To use slotting, you first configure related objects like condition tables, access sequences, condition types, slotting procedures, and condition records. You then assign the slotting procedure to a warehouse and run the slotting process to update the putaway control indicators and other parameters for products stored in that warehouse.
1) Revenue account determination integrates sales (SD) and financial (FI) accounting by determining the appropriate revenue accounts during billing based on configuration.
2) The configuration is done using condition techniques to define account determination tables based on fields like sales organization, distribution channel, account assignment group, and account key. Access sequences and account determination types are also defined.
3) An account determination procedure is assigned to billing types which uses the defined tables and keys to determine the correct revenue account during invoice creation in FI.
SAP Data Migration With LSMW - Introduction and Key Conceptsanjalirao366
This document discusses SAP Data Migration With LSMW (Legacy System Migration Workbench). LSMW is a free SAP tool used to migrate non-SAP data into SAP. It can import large volumes of data from legacy systems into SAP efficiently with transformations. LSMW works with business objects rather than tables and requires little to no ABAP coding. The major tasks performed by LSMW are importing data from legacy systems, converting the data, and importing it into the SAP system. It can migrate different types of data like master data, transaction data, and configuration data.
This document provides an overview of customizing activities for SAP Business Partner configuration. It discusses setting up business partner roles, relationships, groups, authorizations, address determination, identification numbers, taxes, and external data transfer. The document is intended to guide the reader through SAP Business Partner customizing and configuration.
This article discusses how SAP can automatically determine which batch to use when creating a delivery based on the shelf life of the material. This is useful for industries like pharmaceuticals where batches closer to expiration should be delivered first. The document provides steps to configure SAP including importing standard characteristics, creating a class, setting up the material master, goods receipt, and multiple batches. It also demonstrates testing the configuration with a sales order, delivery, and billing document.
Batch management in SAP allows tagging materials with a unique 10-digit batch number to identify inventory quantities. A batch number stores production or procurement details to maintain traceability of material characteristics over time. Materials like powders that lose identification when mixed are not suitable for batch management, while solid materials stored separately can be batch managed. In SAP, a batch is created during goods receipt from production or purchase to associate the received quantity with a number and specifications. Maintaining batch specifications is optional.
This document provides instructions for configuring automatic postings in an ERP system for inventory management and invoice verification transactions. Key steps include defining valuation levels, charts of accounts, valuation grouping codes, valuation classes, and account groupings. The system can then simulate postings to automatically determine the correct GL accounts based on these definitions and the transaction type. Definitions must be made for each chart of accounts and valuation grouping code combination.
This document provides a step-by-step guide to configuring the SAP PP Shop Floor Control module. It outlines various configurations needed including defining production order types, user statuses, number ranges, checking rules, and more. The objective is to equip SAP consultants with the information required to properly configure the PP Shop Floor Control module.
This document provides steps to add a new object link to SAP DMS using the Service Entry Sheet object as an example. The steps include: 1) Creating a new function module and replacing source code. 2) Creating a new screen, copying an existing one, and replacing source code. 3) Adding a field to a structure if needed. 4) Inserting new entries for the object in key fields, screens for object links, and define document types menus. Following these steps allows any object without an existing object link to have one added.
Text determination, account determination, partner determination, output determination, and storage location determination are used to transfer information throughout the order and delivery process. Account determination specifically maintains fields like sales organization, distribution channel, chart of accounts, and account assignment groups. Pricing determination calculates prices based on various factors like sales area, document type, and customer, with different pricing procedures controlling factors like condition types. A support consultant would maintain reports related to any issues customers are facing.
This document provides an introduction to the Dynamic Item Processor (DIP) in SAP. The DIP is used to process cost- or quantity-based data between cost accounting and sales. Key applications include resource-related billing, results analysis, quotations for service orders, and pricing for projects. The document covers business processes, technical processes, customizing, and enhancements using customer exits. It also describes differences between SAP releases and the conversion from the old to new resource-related billing functionality.
The document describes the repair process in SAP Customer Service (CS), including settlement of costs to cost centers, delivery of repaired components back to customers, and billing customers if the component is not under warranty. The repair process involves marking service orders as complete, creating deliveries and transfer orders to return repaired goods to customers, and generating billing documents for out-of-warranty repairs. Transactions like KO88, VL02N, and VBFA are used to settle costs, create deliveries, and generate bills respectively.
This document explains how to set up an inter-company stock transport order with SD delivery, billing, and logistics invoice verification between two companies. It involves 10 steps to configure the required master data, including vendor, customer, material, tax, and shipping point determination. It also provides testing steps to generate a purchase order, outbound delivery, goods movement, billing document, goods receipt, and logistics invoice verification to complete the inter-company process. Common error messages are listed at the end to troubleshoot any issues.
This document provides a template for documenting a business process design for an SAP implementation project. It includes sections for describing the business process, diagrams, process steps, locations, policies, integration points, future improvements, and the functional solution. Instructions are provided in blue text to guide users on completing the template, such as addressing localized processes, business change requests, and following a naming convention. The document also includes sections for identification details, revision history, and review/approval.
This document provides a list and descriptions of standard SAP SD reports that can be accessed using transaction codes SAP1 and SARP. It explains that the report tree under SARP allows users to navigate to different report categories like sales. Specific reports are listed on pages 3-4 with transaction codes to retrieve blocked deliveries, orders, contracts, scheduling agreements, billing documents, pricing reports, and more. Users can select parameters in report requests to filter the results.
This document provides instructions for setting up batch management between SAP EWM and SAP ECC/ERP. It outlines the necessary configuration steps in both systems, including defining number ranges for batches in EWM, setting update control for batches, enabling batch management for materials in ECC, distributing batch classes and characteristics from ECC to EWM, and maintaining batches for products in EWM so that characteristic value changes are automatically updated in ECC.
This document provides information on configuring organizational structures and master data in SAP SD. It discusses defining elements like company code, sales organization, distribution channel, and others. It also covers assigning these elements and defining related entities. Finally, it describes key master data used in SD, including customer, material, pricing, and partner records. The document is a guide for SD consultants to setup the required configuration for transactions.
This document discusses organizational structures and concepts of departmentalization. It describes the primary forms of departmentalization as function, process, product, market, customer, geographic area, and matrix. Delegation is key to management as it allows managers to accomplish goals through others by assigning responsibilities and authority. Effective delegation provides clear expectations and accountability while avoiding excessive control. Organizational structures exist on a centralization-decentralization continuum depending on factors like an organization's size, complexity, and needs.
This document discusses organizational structures and concepts of departmentalization. It describes the primary forms of departmentalization as function, process, product, market, customer, geographic area, and matrix. Delegation is key to management as it allows managers to accomplish goals through others by assigning responsibilities and authority. Effective delegation requires clear communication of expectations and standards, and development of employees' skills and initiative. The level of authority delegation in an organization determines whether it is more centralized or decentralized.
The document discusses various configurations needed for SAP Material Requirements Planning (MRP) at the plant level. Key configurations include:
1) Activating MRP for a plant and setting up planning file entries to collect materials for MRP runs.
2) Maintaining plant parameters such as number ranges, availability check rules, reporting settings, MRP controllers, floats, and special procurement types.
3) Configuring defaults for planned order conversions, dependent requirement checks, and BOM/routing selection IDs to determine which BOMs and tasks lists are used in planned orders.
Important sap ewm tables for key functional areasGhassen B
This document provides a list of important tables in SAP Extended Warehouse Management (EWM) organized by key functional areas. It includes tables for waves, outbound and inbound deliveries, handling units, warehouse tasks, warehouse orders, stock and bins, physical inventory, transportation units, and more. An expanded list of EWM tables can be downloaded for more comprehensive reference.
Slotting in SAP EWM determines optimal storage parameters for placing goods in a warehouse. It uses product, packaging, demand, and other data to determine the storage section, bin type, and putaway strategy for each product. To use slotting, you first configure related objects like condition tables, access sequences, condition types, slotting procedures, and condition records. You then assign the slotting procedure to a warehouse and run the slotting process to update the putaway control indicators and other parameters for products stored in that warehouse.
1) Revenue account determination integrates sales (SD) and financial (FI) accounting by determining the appropriate revenue accounts during billing based on configuration.
2) The configuration is done using condition techniques to define account determination tables based on fields like sales organization, distribution channel, account assignment group, and account key. Access sequences and account determination types are also defined.
3) An account determination procedure is assigned to billing types which uses the defined tables and keys to determine the correct revenue account during invoice creation in FI.
SAP Data Migration With LSMW - Introduction and Key Conceptsanjalirao366
This document discusses SAP Data Migration With LSMW (Legacy System Migration Workbench). LSMW is a free SAP tool used to migrate non-SAP data into SAP. It can import large volumes of data from legacy systems into SAP efficiently with transformations. LSMW works with business objects rather than tables and requires little to no ABAP coding. The major tasks performed by LSMW are importing data from legacy systems, converting the data, and importing it into the SAP system. It can migrate different types of data like master data, transaction data, and configuration data.
This document provides an overview of customizing activities for SAP Business Partner configuration. It discusses setting up business partner roles, relationships, groups, authorizations, address determination, identification numbers, taxes, and external data transfer. The document is intended to guide the reader through SAP Business Partner customizing and configuration.
This article discusses how SAP can automatically determine which batch to use when creating a delivery based on the shelf life of the material. This is useful for industries like pharmaceuticals where batches closer to expiration should be delivered first. The document provides steps to configure SAP including importing standard characteristics, creating a class, setting up the material master, goods receipt, and multiple batches. It also demonstrates testing the configuration with a sales order, delivery, and billing document.
Batch management in SAP allows tagging materials with a unique 10-digit batch number to identify inventory quantities. A batch number stores production or procurement details to maintain traceability of material characteristics over time. Materials like powders that lose identification when mixed are not suitable for batch management, while solid materials stored separately can be batch managed. In SAP, a batch is created during goods receipt from production or purchase to associate the received quantity with a number and specifications. Maintaining batch specifications is optional.
This document provides instructions for configuring automatic postings in an ERP system for inventory management and invoice verification transactions. Key steps include defining valuation levels, charts of accounts, valuation grouping codes, valuation classes, and account groupings. The system can then simulate postings to automatically determine the correct GL accounts based on these definitions and the transaction type. Definitions must be made for each chart of accounts and valuation grouping code combination.
This document provides a step-by-step guide to configuring the SAP PP Shop Floor Control module. It outlines various configurations needed including defining production order types, user statuses, number ranges, checking rules, and more. The objective is to equip SAP consultants with the information required to properly configure the PP Shop Floor Control module.
This document provides steps to add a new object link to SAP DMS using the Service Entry Sheet object as an example. The steps include: 1) Creating a new function module and replacing source code. 2) Creating a new screen, copying an existing one, and replacing source code. 3) Adding a field to a structure if needed. 4) Inserting new entries for the object in key fields, screens for object links, and define document types menus. Following these steps allows any object without an existing object link to have one added.
Text determination, account determination, partner determination, output determination, and storage location determination are used to transfer information throughout the order and delivery process. Account determination specifically maintains fields like sales organization, distribution channel, chart of accounts, and account assignment groups. Pricing determination calculates prices based on various factors like sales area, document type, and customer, with different pricing procedures controlling factors like condition types. A support consultant would maintain reports related to any issues customers are facing.
This document provides an introduction to the Dynamic Item Processor (DIP) in SAP. The DIP is used to process cost- or quantity-based data between cost accounting and sales. Key applications include resource-related billing, results analysis, quotations for service orders, and pricing for projects. The document covers business processes, technical processes, customizing, and enhancements using customer exits. It also describes differences between SAP releases and the conversion from the old to new resource-related billing functionality.
The document describes the repair process in SAP Customer Service (CS), including settlement of costs to cost centers, delivery of repaired components back to customers, and billing customers if the component is not under warranty. The repair process involves marking service orders as complete, creating deliveries and transfer orders to return repaired goods to customers, and generating billing documents for out-of-warranty repairs. Transactions like KO88, VL02N, and VBFA are used to settle costs, create deliveries, and generate bills respectively.
This document explains how to set up an inter-company stock transport order with SD delivery, billing, and logistics invoice verification between two companies. It involves 10 steps to configure the required master data, including vendor, customer, material, tax, and shipping point determination. It also provides testing steps to generate a purchase order, outbound delivery, goods movement, billing document, goods receipt, and logistics invoice verification to complete the inter-company process. Common error messages are listed at the end to troubleshoot any issues.
This document provides a template for documenting a business process design for an SAP implementation project. It includes sections for describing the business process, diagrams, process steps, locations, policies, integration points, future improvements, and the functional solution. Instructions are provided in blue text to guide users on completing the template, such as addressing localized processes, business change requests, and following a naming convention. The document also includes sections for identification details, revision history, and review/approval.
This document provides a list and descriptions of standard SAP SD reports that can be accessed using transaction codes SAP1 and SARP. It explains that the report tree under SARP allows users to navigate to different report categories like sales. Specific reports are listed on pages 3-4 with transaction codes to retrieve blocked deliveries, orders, contracts, scheduling agreements, billing documents, pricing reports, and more. Users can select parameters in report requests to filter the results.
This document provides instructions for setting up batch management between SAP EWM and SAP ECC/ERP. It outlines the necessary configuration steps in both systems, including defining number ranges for batches in EWM, setting update control for batches, enabling batch management for materials in ECC, distributing batch classes and characteristics from ECC to EWM, and maintaining batches for products in EWM so that characteristic value changes are automatically updated in ECC.
This document provides information on configuring organizational structures and master data in SAP SD. It discusses defining elements like company code, sales organization, distribution channel, and others. It also covers assigning these elements and defining related entities. Finally, it describes key master data used in SD, including customer, material, pricing, and partner records. The document is a guide for SD consultants to setup the required configuration for transactions.
This document discusses organizational structures and concepts of departmentalization. It describes the primary forms of departmentalization as function, process, product, market, customer, geographic area, and matrix. Delegation is key to management as it allows managers to accomplish goals through others by assigning responsibilities and authority. Effective delegation provides clear expectations and accountability while avoiding excessive control. Organizational structures exist on a centralization-decentralization continuum depending on factors like an organization's size, complexity, and needs.
This document discusses organizational structures and concepts of departmentalization. It describes the primary forms of departmentalization as function, process, product, market, customer, geographic area, and matrix. Delegation is key to management as it allows managers to accomplish goals through others by assigning responsibilities and authority. Effective delegation requires clear communication of expectations and standards, and development of employees' skills and initiative. The level of authority delegation in an organization determines whether it is more centralized or decentralized.
This document proposes a responsibility modeling language (ReMoLa) to align access rights with business process requirements. ReMoLa is a responsibility-centered meta-model that integrates concepts from the business and technical layers, with the concept of employee responsibility bridging the two. It incorporates four types of obligations from the COBIT framework to refine employee responsibilities and better assign access rights. ReMoLa maps responsibilities to roles in the RBAC model to leverage its advantages for access right management while ensuring responsibilities align with business tasks and employee commitment.
Re mola responsibility model language to align access rights with business pr...christophefeltus
This document proposes a responsibility modeling language (ReMoLa) to align access rights with business process requirements. ReMoLa is a responsibility-centered meta-model that integrates both business and technical perspectives to bridge the gap between them. It uses the concept of employee responsibilities to link business obligations to the technical capabilities and access rights needed to fulfill those obligations. The meta-model includes concepts like responsibilities, obligations, accountabilities, capabilities, and rights. It also maps these concepts to the four types of obligations from the COBIT framework to better define employee responsibilities and access rights assignments based on real needs.
Enhancement of business it alignment by including responsibility components i...christophefeltus
This document proposes enhancements to the Role-Based Access Control (RBAC) model by integrating the concept of responsibility. It summarizes the existing RBAC model and user/permission assignment processes. It then presents a responsibility model built around three concepts: an employee's obligations derived from responsibilities, the rights required to fulfill obligations, and the employee's commitment to fulfill obligations. The paper argues RBAC could be improved by incorporating acceptance of responsibility within the role assignment process. It proposes integrating the responsibility model with RBAC to address identified weaknesses and modeling the integrated model using the OWL ontology language.
This document proposes enhancements to the Role-Based Access Control (RBAC) model by integrating the concept of responsibility. It summarizes the existing RBAC model and user-role/permission-role assignment processes. It then presents a responsibility model built around three concepts: an employee's obligations derived from responsibilities, the rights required to fulfill obligations, and the employee's commitment to fulfill obligations. The paper argues RBAC could be improved by incorporating acceptance of responsibility within the role assignment process. It proposes integrating the responsibility model with RBAC to address identified weaknesses and modeling the integrated model using the OWL ontology language.
This document discusses role activity diagrams (RAD) which are used to model roles and activities in business processes. It defines roles as sets of responsibilities carried out through various activities. Examples of roles given include authoring, editing for publishers and programming, quality assuring for software development. Activities are what individuals do within their roles. The document outlines RAD notations for showing interactions between roles, indicating the driving role, and modeling alternative flows and concurrent activities using case and part refinement notations.
The document discusses the human resources management module in Microsoft Dynamics AX 2012. It provides an overview of the standard functionality for managing human resources processes like recruitment, hiring, positions, and organizational hierarchies. It also describes how human resources data can be shared or not shared across legal entities and companies. Finally, it discusses how recruitment projects can be used to manage filling open positions.
Methodology to align business and it policies use case from an it companychristophefeltus
This document proposes a methodology for aligning business and IT policies using a responsibility model. The methodology is a five-step approach consisting of collecting information, defining capabilities, accountabilities and commitments, linking responsibilities to processes, validating the model, and defining policies. It is illustrated with a case study from an IT company where they define an access control policy using this methodology and responsibility model. The responsibility model defines three components - capabilities, accountabilities, and commitments - to clarify roles and responsibilities for policy definition.
This document proposes a methodology for aligning business and IT policies using a responsibility model. The methodology is a five-step approach consisting of collecting information, defining capabilities, accountabilities and commitments, linking responsibilities to processes, validating the model, and defining policies. It is illustrated with a case study from an IT company where they define an access control policy using this methodology and responsibility model. The responsibility model defines three components - capabilities, accountabilities, and commitments - to clarify roles and responsibilities for policy definition.
Human Resource PlanProject NameTable of Contents2Introdu.docxwellesleyterresa
Human Resource Plan
<Project Name>
Table of Contents
2Introduction
2Roles and Responsibilities
3Project Organizational Charts
4Staffing Management
Introduction
This section explains the purpose and importance of having a human resources management plan. It should provide a general description of what the plan includes and explain how the project manager and project team can use the plan to help them manage the project effectively.
Roles and Responsibilities
Roles and responsibilities of team members and stakeholders must be clearly defined in any project. Depending on the organizational structure, project team members may represent many different groups/departments and act in the interest of different functional managers. Additionally, team members may have varying degrees of authority and responsibility. When listing roles and responsibilities the following should be included:
· Role – description of the portion of the project for which the member is accountable
· Authority – the level at which the member may make decisions, apply project resources, or make approvals
· Responsibility – the work a team member must perform to complete assigned work activities
· Competency – the skill(s) required to complete assigned project activities
Project Manager (PM), (1 position): responsible for the overall success of the Software Upgrade Project. The PM must authorize and approve all project expenditures. The PM is also responsible for approving that work activities meet established acceptability criteria and fall within acceptable variances. The PM will be responsible for reporting project status in accordance with the communications management plan. The PM will evaluate the performance of all project team members and communicate their performance to functional managers. The PM is also responsible for acquiring human resources for the project through coordination with functional managers. The PM must possess the following skills: leadership/management, budgeting, scheduling, and effective communication.Project Organizational Charts
This section provides a graphic display of the project tasks and team members. The purpose of this is to illustrate the responsibilities of team members as they relate to the project tasks. Tools such as responsible, accountable, consult, inform (RACI) or responsibility assignment matrix (RAM) may be used to aid in communicating roles and responsibilities for the project team. Additionally, organizational or resource breakdown structures may be used to show how responsibilities are assigned by department or by type of resource respectively. It should be noted that the level of detail may vary depending on project complexity.
The following RACI chart shows the relationship between project tasks and team members. Any proposed changes to project responsibilities must be reviewed and approved by the project manager. Changes will be proposed in accordance with the project’s change control process. As changes ...
Overview of a Self-Adaptive Workflow SystemLuca Sabatucci
The document discusses enabling self-adaptive workflows through a multi-agent system approach. It proposes representing business processes as goals that can be decomposed and addressed by autonomous software agents. The agents use a BDI architecture and self-organize to form teams capable of addressing goals. This allows workflows to flexibly adapt to changes in context by relaxing constraints or forming new teams if tasks fail. The system aims to make business processes more robust by enabling goals to be addressed through different "hows" based on an agent's capabilities and the execution context.
Formalizing Collaborative Software Development Issues: A Collaborative Work A...IOSR Journals
This document proposes a data mining approach to address the resource allocation issue in collaborative software development. Specifically, it uses an Apriori-like algorithm to discover patterns from workflow log data and generate resource allocation rules. A lift calculation is then used to interpret negatively correlated rules for resource booking. The rules are rated based on confidence measures and recommended to workflow managers. This closed-loop approach aims to provide more efficient and fine-grained resource allocation than traditional function-based methods.
This document contains summaries of different modeling techniques including:
1. A structure diagram contains objects and connections to model organizational structures. It is often used as a starting point for various company views.
2. A process landscape structures a company's processes into management, core, and support processes to describe scenarios and refine process areas.
3. An event-driven process chain (EPC) models processes as a sequence of events, functions, and rules to describe activities, participants, data, systems, and risks.
4. A BPMN collaboration diagram models interactions between participants like in a business-to-business context using pools, message flows, gateways, and other elements.
5. A
Hierarchy Management System Understanding Levels and How the Tools WorkAnjaliSingh857
An organization with a large workforce is run through a hierarchical structure, which is based on a chain of command in which management levels are interconnected. DeskTrack is Project time tracking software for employees that helps you to manage the workflow of your business through the tracking of project time.
https://desktrack.timentask.com/site/project-time-tracking
Abstract: multi-agent systems and particularly bdi agents are mostly used in a wide range of projects, from agent-based simulations to air-traffic control. They all benefit from the autonomy and proactive behavior that provides agent-based architectures, as well as the characteristics of reasoning that are outlined by the bdi architecture. Thereforethe belief desire intention agent model and agentspeak language have becomea state-of-the-art and one of the challenging research subjects in the agent modeling and programming area.
In particular the bdi architecture is frequently used in the development of agents that try to simulate certainaspects of human behavior, and precisely perception and formulation of beliefs are two of the elements of bdiagents that require special attention in the development of such agents. Thiswork propose a way to extend the reasoning cycle algorithm on bdi agents, in a way that it allows to process inaccurate perceptions in the formulation of beliefs in such agents; it also shows an example implemented in agentspeak as well as the results of its execution within the jason interpreter.Keywords: Agent, Agent Speak, Beliefs, BDI, Fuzzy-BDI, Fuzzy Perceptions, Simulation.
Title :An Extended Reasoning Cycle Algorithm for BDI Agents
Author: Donald Rodriguez-Ubeda, Dora-Luz Flores, Luis Palafox, Manuel Castanon-Puga, Carelia Gaxiola-Pacheco, Ricardo Rosales
International Journal of Recent Research in Mathematics Computer Science and Information Technology
ISSN: 2350- 1022
Paper Publications
Abstract: multi-agent systems and particularly bdi agents are mostly used in a wide range of projects, from agent-based simulations to air-traffic control. They all benefit from the autonomy and proactive behavior that provides agent-based architectures, as well as the characteristics of reasoning that are outlined by the bdi architecture. Thereforethe belief desire intention agent model and agentspeak language have becomea state-of-the-art and one of the challenging research subjects in the agent modeling and programming area.
In particular the bdi architecture is frequently used in the development of agents that try to simulate certainaspects of human behavior, and precisely perception and formulation of beliefs are two of the elements of bdiagents that require special attention in the development of such agents. Thiswork propose a way to extend the reasoning cycle algorithm on bdi agents, in a way that it allows to process inaccurate perceptions in the formulation of beliefs in such agents; it also shows an example implemented in agentspeak as well as the results of its execution within the jason interpreter.
This erosion hazard zone report was prepared by Servant Engineering & Consulting for a property located at 3133 Mary Street in Del Valle, Texas. It summarizes drainage studies conducted using HEC-HMS and HEC-RAS models to determine the 2-year flood elevation and delineate the erosion hazard zone boundary for the site. The report found that a portion of the site is located within the erosion hazard zone review buffer, and it includes maps showing the calculated 2-year flood elevation and the drawn erosion hazard zone boundary.
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Architectural and constructions management experience since 2003 including 18 years located in UAE.
Coordinate and oversee all technical activities relating to architectural and construction projects,
including directing the design team, reviewing drafts and computer models, and approving design
changes.
Organize and typically develop, and review building plans, ensuring that a project meets all safety and
environmental standards.
Prepare feasibility studies, construction contracts, and tender documents with specifications and
tender analyses.
Consulting with clients, work on formulating equipment and labor cost estimates, ensuring a project
meets environmental, safety, structural, zoning, and aesthetic standards.
Monitoring the progress of a project to assess whether or not it is in compliance with building plans
and project deadlines.
Attention to detail, exceptional time management, and strong problem-solving and communication
skills are required for this role.
1. Multi-Dimensional Roles and Responsibilities
Agent Determination using multi-dimensional Roles &
Responsibilities
Introduction
Responsibilities define the domain of Roles. Coded responsibilities are key to automated
agent determination in work flow process.
This document describes the relationships of job-roles to business objects associated to
organization structure (functional and administrative), it then focuses on an approach to
code responsibilities and thereby define a functional organization which overlays the
reporting lines defined in HR. Some software implementation aspects are defined and the
need for an agent determination service is described.
Roles and
Responsibilities
Below is what could be called the “role model”; a model that describes how a role relates to
other terms and objects of administrative and functional universe to describe how a person is
deployed in an organization and work process.
Competency/
Qualification
Task
Role
Assignbment
Position
(Job Assignment)
Person
Job
Description
Job
(Position type)
Role
Work Process
(Work Flow)
Organizational
Unit
Responsibility
Delegations
Cost
Center
Delegation of
Authority
Security
Role
Physical
Access
Responsibility
Criteria
Reporting
Dimensions
Expense Reporting
Citeria
An organization is a “union”
of positions, which are slots
for people, each of those
who perform a predefined
set of tasks.
A person, who holds a
position, is expected to
perform a series of tasks,
which are grouped into just
a few job roles.
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2. Multi-Dimensional Roles and Responsibilities
We typically equate a role with the responsibility to execute that role and security assignments
are done accordingly.
To perform the duties of any role, authorities need to be delegated to the person in necessary
domains, associated to the role, from the supervisor. Various types of delegations are listed in
the model.
Example roles for a typical position could be:
1. Operate Plant Engineer for the reactor section of the Methocel plant
2. Safety Focal Point for Methocel plant
3. Supervisor for production operators in the Methocel plant
These roles and tasks under any position can be looked-at as in terms of operator and
operant. The Operant (Safety Focal Point) describes the nature of the role, the operation that
is to be performed. The Operator (Methocel plant) describes the domain that the operation is
performed on.
The responsibility defines the boundaries of the domain that a role is to be applied to: reactor
section, Methocel plant or production operators. So the responsibilities can be defined by data-
sets which defines the domain (example for plant – geography Continent, Country, Region,
State, City may be such a domain hierarchy)
Problem
Statement
The whole process of task assignment in work-flow software consists of being able to find “an
agent” – who holds a position and is authorized to do a task. The problem does not end there.
If there is nobody assigned to a responsibility of a task then we need to find the next broader
level which encompasses that responsibility. We would also like to find an escalation path.
So we are typically looking for 3 or more sets of agents for each task which are as following.
1. One or more agents responsible for the task
2. One or more agents responsible at a higher level for approval
3. Escalation Agent
Responsibilities
and reporting
Responsibilities define the boundaries of domains pertaining to a role in terms of dimensions of
accountability. An established method of defining accountability in Dow is to use Global
Reporting Dimensions (which can also be called as Global Responsibility Dimensions).
Accountability can thus be defined in terms of business structure, functional structure,
geographic structure etc. GRD’s will need to be extended with other classifications such as
MRO classes, company structures and groupings (tenants) and other dimensions. Extending
Global Responsibility Dimensions will provide the vocabulary to describe responsibilities in
terms of global codes.
Defining responsibilities for a role in GRD terms allows for personalization of the data in the
business object warehouse. Example: Defining the responsibility of a marketing manager in
terms of country and product groupings, now allows for reporting on the sales volume that the
manager is responsible for.
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3. Multi-Dimensional Roles and Responsibilities
Responsibilities
and workflow:
Agent
Determination
Workflows are reflections of work processes at executable level. Work flows contain a series of
tasks (human centric or system based) strung together by some logic and some rules. Each
human centric task is executed by a responsible agent. During execution time, an agent needs
to be determined for the task. This can be done manually by having a user select the next
agent to route the work item to, or the routing can be automated.
Automated agent determination can be done in three ways:
• Leveraging existing information in the systems. Example would be a cost center owner
that is stored in the cost center record, or an MRP controller that is stored in the material
master, or a CSR desk that is stored in the customer order. In some cases SAP code is
delivered, otherwise custom code is written to follow the links to a specific user.
• Using a custom Table with some hierarchical structure which contains agent names and
based on the work-process rule the appropriate agent is chosen.
• Using responsibility rules. Rather than specifying in each material, who the responsible
administrator is, a responsibility of “Material Data Steward” can be defined for a group of
materials in a geographic area and that responsibility is then assigned to a person as
shown in the model above.
Example: From a Styrofoam customer order for a German customer, the responsible material
data steward can be determined by following the ordered material (GMID) up the product
hierarchy to a value center and by following the place code up the Geographic hierarchy to a
Management Area until a responsibility is found that is defined in both dimensions.
Responsibilities can be defined at any level in the hierarchy. One business may have MDS’s
(Material Data Stewards) defined at the level of performance center, other businesses may
choose to do assignments at value center level (performance center and value centers are 2
levels of hierarchies in the business structure).
The direction should be to either use existing information or use responsibility rules.
Issue Escalation A typical problem in agent determination is that of escalating
an issue to the next layer of management with larger
authority.
The escalation can be along reporting lines as implemented
in the HR system (administrative organization structure):
escalating to a person’s supervisor. In more general terms,
the HR reporting structure is just one of several possible
directions of escalation.
Example: a project organization may consist of nested
projects, managed under a program office. Escalation may
need to be from sub-project to project to program. As in
escalation along the HR reporting structure, this would be a
case of escalating along a single dimension.
1
2
3
(X1,Y1)
(X2,Y2)
(X3,Y3)
Functional Hierarchy or
Administrative Hierarchy for
Escalation.
Example: A purchasing organization may be organized by the classes of material types and
services that are being procured in conjunction with a geographic dimension.
In such a 2 dimensional scenario, increasing spans of responsibility can reflect the
management layer. Escalation can be to a person with the next larger span of control.
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4. Multi-Dimensional Roles and Responsibilities
In the diagram above, 3 responsibilities have been defined as 3 sets of XYZ coordinates. They
are drawn above each other to show the increasing layers of functional management. The Z
co-ordinate is the line of delegation or authority and that defines the functional structure.
Each responsibility can be represented by a combination of dimensions (which are initially
defined in the responsibility container as “object tables” for validation purposes. We can use
“n” number of dimensions (with Y1, Y2 to Yn values for each dimensions) which transpires into
Y1 x Y2 x……..x Yn combination of responsibilities which provides enormous amount of
flexibility.
Delegation of
tasks
In the data model, a role is defined as a grouping of authorized tasks. The group is assigned to
a position and coded through responsibilities at the role level to support agent determination.
However, there are several scenarios where individual tasks/responsibilities instead of the
whole role are being delegated:
• Delegation of routine tasks to administrative personnel
• Temporary delegation of tasks during absence of the role performer.
Example: A supervisor will delegate signing of requests for Leave of Absence, but will likely not
delegate key tasks such as promoting or firing people. These tasks will be suspended during
his/her absence or be escalated.
In general, an agent determination solution needs to support partial delegations of roles. When
delegating a single task within a role, the dimensions of responsibility may not have to be
redefined. In other words: responsibilities can be defined at the role level and delegations can
be at the task level. SAP knows several methods of task delegation. The most common one is
“substitution” of the agent in the portal.
Sharing of tasks The agent, that is selected to perform a task, may in certain cases be a team of agents. This
happens in call centers, support desks etc. Users can share a work-list (inbox) and select work
items from the shared list or work items may be distributed to a group of users. An agent
determination service needs to support the assignment of tasks to a team.
Functional
organization
1
2
3
b c
a
In the organization pictured to the left, a two
dimensional responsibility plane has been
divided amongst 3 top level managers, a, b
and c.
Manager “a” has sub divided her space into 3
responsibilities, assigned to 3 further leaders
underneath her (green). Manager c divided
his space into 2 responsibilities (blue)
By assigning such responsibilities to positions
held by persons, functional hierarchies are
defined that overlay the HR reporting
structure.
The functional organization hierarchy acts as
the third “dimension” in this drawing.
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5. Multi-Dimensional Roles and Responsibilities
These functional hierarchies extend the solid HR reporting lines with the dotted lines of
functional accountability.
Example: A transactional document such as a purchase requisition possesses attributes in
multiple dimensions (functional org, material and geography) and thus transactional
accountability can be allocated, and also a functional escalation path is defined. Ideally, at
each level, the responsibilities cover the complete domain in both dimensions. and ideally,
Responsibilities are subdivided at lower levels in the functional hierarchy. A subordinate should
not have responsibilities that are not covered by a functional superior of that person or in other
words the subordinate should not cover an area in the responsibility domain which is not
covered by the functional superior.
Administrative
Organization
The above diagram shows an administrative hierarchy – we have a scalar view which has
been mapped to a vector view. As it is seen that this model can support only one dimension.
The flexibility is also very limited since in the hierarchy we can move from one node to the next
higher node. So if we need more flexibility for purchasing purposes then we have to build and
maintain an equivalent structure in purchasing. So we have n number of structures to define
the various functional Organization which makes maintenance difficult and even then flexibility
is limited.
Implementation
considerations
Most work flow software engines supports the definition of rules. The SAP ECC classification
system supports the definition of dimensions of responsibility. A combination of the two can be
used to implement the concepts describe in this document. A single rule that uses classes of
geographic locations (plants) and the classes of procured items (MRO classes) can describe
the purchasing functional organization. Pre-requisite is that these classes are available in SAP.
(SAP Classification System)
Workflows, tasks, rules and responsibilities are core ECC SAP entities that will be shared
amongst all SAP modules. Shared use requires governance of the process (definitions of
ownership, naming conventions etc).
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6. Multi-Dimensional Roles and Responsibilities
Check if FLOC data is available . (If not then we have to create it in the system)
Create a rule container with FLOC Class, Characteristic elements
Create a rule container with Maintenance Plant and planning plant element. The screen below has a
plant element and since the maintenance and planning plants are in the same table I added one plant
element. If the design requires two individual plant elements just let me know and one more may be
added.
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7. Multi-Dimensional Roles and Responsibilities
Create a rule container with FLOC Class, Characteristic elements, Maintenance Plant and planning
plant element.
Ensure that some Generic job positions are available in SQ1. If not then we have to create about 5
job positions.
Tie the Job positions to Employee ID
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8. Multi-Dimensional Roles and Responsibilities
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