11/13/2017 FI - Customizing SAP

Customizing SAP
Before using SAP you can tailor it to match your companies business requirements, when you make adjustments what you are actually
doing is adjusting the underlying parameters or values of the application tables by selecting from a list of options or providing your own
values.

Implementation Guide (IMG)

SAP's Implementation Guide (IMG) helps carry out the customizing tasks in a structured way, it is a hierarchical structure of the
application areas in the component hierarchy. It contains documentation and customizing tasks that can help you to configure the SAP
system. You can perform the following in the IMG

Change documents in the IMG without changing the original

Read the description of the nodes in the IMG structure
Make custom settings
Activate or deactivate business add-ins (BAdIs) in your system
Enter status or project information
Print the structure of the entire IMG, or print documentation from the IMG

You can change user specific settings of the IMG by entering the transaction code SPRO at the SAP Easy access window then selecting
settings -> user-specific

Then select the IMG struct tab

You can also change cross-project settings, settings -> cross-project settings

There are three variants of IMG serving three different purposes in customizing

this is the default, containing full functionality for all possible customizing settings across all countries and application components.
SAP Reference IMG You can get to the IMG by typing SPRO on the sap menu on the SAP Easy Access screen, then select the button "SAP Reference IMG", the
one with the glasses.

Project IMG

http://kenlori.com/datadisk/www.datadisk.co.uk.022314/html_docs/sap/fi/customizing.htm 1/9
11/13/2017 FI - Customizing SAP
this is used to customize your own project, it contains all the activities that can be performed in a particular project, including project
scope by countries, components or customizing activities, this is a subset of the IMG

We will create a project later in this section and you can see that it can help in a large or small project.

this is a sub-set of the Project IMG, it is made up of attributes selected from a Project IMG. You can generate views to structure your
project activities by specified criteria. By assigning project team members a view, you ensure that the team members get lists with
Project View IMG
views of all projects to which they are assigned, they are useful in implementing projects, releases and system upgrades and for legal
changes.

Below is a screenshot of the IMG

I use transaction codes if i can and sometimes I would like to know the transaction code when I am using the IMG, to find out what the
transaction code is of a particular IMG task we select additional information -> display key -> IMG activity this then fills in an additional
column called additional information, now in most cases you can see the transaction code which is the last four characters (notice the red
boxes in the below screenshot), this may not be the case for all tasks but it may help to find the transaction code.

Before I move on you can also obtain information if the task is mandatory/optional (left screenshot) and if they are critical/non-critical
(right screenshot), have a look at other informational information in the additional information section

http://kenlori.com/datadisk/www.datadisk.co.uk.022314/html_docs/sap/fi/customizing.htm 2/9
11/13/2017 FI - Customizing SAP

Logical Components of IMG

The IMG is made up of the following components

you will find all the general settings relating to country, currency, calendar, time zone, units of measurement, mobile infrastructure,
SAP Netweaver
business intelligence, application server and knowledge management.
You will see several tasks structured in this group to carry out the definition and assignment of various organizational elements relating
Enterprise Structure to FI, CO, Logistics, Sales and Distribution, Materials Management, Logistics Execution, Plant Maintenance and Human Resources
Management.

Cross-Application
There are about 25 categories in this logical group with tasks and functions used across applications
components

This group contains a number of functional application areas which include FI, FSCM, Investment Management (IM), CO, Enterprise
Functional Applications Controlling (EC), Strategic Enterprise Management (SEM), Logistics (General & Execution), EH&S, SD, MM, QM, PM and CS, PP, PS, Time
Management, Payroll, Public Service Sector Management and SAP Global Trade Services.

Projects

As mentioned above project management can be made easier by using SAP projects, you can define a project add application components
and assign this tasks to staff members, keep track on what is happening and even obtain what resources and resources days are needed to
carry out the project to competition.

First I will shown you how to use the project fully then I will show you how you can just use the project to assign transports too so that
you can identify with a project name (in otherwords you don't really care about start and stop times, assignment of users, resources days,
etc)

To create and customize a project, you first create a project to outline the scope of the implementation in terms of application, functions,
countries, etc. To List existing projects or create new ones select goto - project management

To create a new project called datadisk we select create project (F5)

In the create project screen enter a description about the project plan data and actual data, if you notice you will see the resource fields,
these are maintained in person days (PD) and help to cost a project.

http://kenlori.com/datadisk/www.datadisk.co.uk.022314/html_docs/sap/fi/customizing.htm 3/9
11/13/2017 FI - Customizing SAP

Save the project

In the scope tab which details what is needed to be configured both from components and what countries are in scope, first select the
countries that are to be included countries in your project

Next we select change selection to select the application components that are needed, select the green tick on the below dialog box

The application component screen appears, select the components that you require

http://kenlori.com/datadisk/www.datadisk.co.uk.022314/html_docs/sap/fi/customizing.htm 4/9
11/13/2017 FI - Customizing SAP

Once this is done save the configuration,

Now we setup the project views tab, project views are used to assign tasks to users and project staff which we will see shortly, select create
project view in the bottom left corner and enter the details

Select the green click on the next dialog box

Here we will select all options mandatory, optional activities and nonrequired activities, then select the save button

http://kenlori.com/datadisk/www.datadisk.co.uk.022314/html_docs/sap/fi/customizing.htm 5/9
11/13/2017 FI - Customizing SAP
Once saved you will see a number of options become active in the bottom left-hand corner as seen in the below screenshot,

Now we will run the generate view IMG the red/white circle icon, after a period of time you will see the below in the bottom left-hand
corner

Now select the display IMG view button (glasses IMG button), and now you will see all the application components (or tasks) that are
required, here we can assign to a member of staff and he can fill in the details on when he/she started and finished and how long it took
him/she, you can add noted and memos, once the task has been completed the status of the task will close.

We can add this project to the main IMG screen by selecting add to worklist and selecting our project, as seen below

http://kenlori.com/datadisk/www.datadisk.co.uk.022314/html_docs/sap/fi/customizing.htm 6/9
11/13/2017 FI - Customizing SAP

We can obtain a project status by selecting the project analysis button in the main IMG screen, you first enter a filter screen were you can
select a particular project

We can clearly see where the status of the project is, you can see if tasks are still open, closed, who owns them, etc.

Project Management in SAP is very good you can see what tasks are required (application components) and you can keep track on
progress, it does not take to much to learn it and use it, however some companies use there own document and project management
software, for example Microsoft Project, you can use it for small or large projects.

However you can use just the bear minimum and use it just to assign transports too so that to identify them with a project name, here is a
complete example of this, first create a project as we did before keeping all the defaults but just adding a title, the countries in the scope
tab will be left as the default (all countries)
http://kenlori.com/datadisk/www.datadisk.co.uk.022314/html_docs/sap/fi/customizing.htm 7/9
11/13/2017 FI - Customizing SAP

Select the transp requests tab and activate the CTS Functionality

You will get a informational message appear

You will now see new buttons and be able to access all buttons, once the project gets going you can see what transports are assigned to the
project, you can even complete CTS Project which means that the project has finished and no more transports can be assigned.

http://kenlori.com/datadisk/www.datadisk.co.uk.022314/html_docs/sap/fi/customizing.htm 8/9
11/13/2017 FI - Customizing SAP

In the the transport organizer (tcode SE10), we can create a transport and assign it to the project, in the project drop down list you should
see the project in our case FI_US_05

Once the transport request has been created you can clearly see any transport tasks which are assigned to your project, now you relate
trasnport changes to a project.

http://kenlori.com/datadisk/www.datadisk.co.uk.022314/html_docs/sap/fi/customizing.htm 9/9