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TAN Exemption process in vendor master

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Hi

1.   Hi

 

      I am sharing the TAN exemption Process in vendor master after implementing the SAP Note 1945137

     

      1. Maintain TAX exemption detail in Vendor changes                                              Tcode : FK02

 

Purpose :

 

Maintain amount based accumulation in CIN details TAN exemption tab for both Invoice time and payment time tax type tax code.

Trigger  : Update Tax Exemption detail in the vendor master

Prerequisite : Create a vendor first than add W/H tax type and tax code in the vendor master

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1.    2. Maintain table for mapping the W/H tax Type and codes                                 TCode : SE16

Purpose

Map the Invoice time tax type tax code with Payment time tax type tax code in View ‘V_FIWTIN_TDS_MAP’.

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Note:

 

·         Do not activate the standard accumulation functionality in your withholding tax type if you are using TAN based accumulation.

 

·         Multiple exemption certificates can be maintained for the same tax type but the Exemption from date should be different

 

1.   3. Invoice Booking                                                                                                         Tcode FB60

 

Purpose :

Invoice booking against the vendor 

Prerequisite :

Create a vendor code and update the withholding tax type and code in the withholding tax tab and save it and update the TAX exempted section ,

dates , rates and value in TAN Exemption Tab in CIN

Business Process :

SCENARIO: 1

 

Amount Less then Equal to one lac for rent @ 22% on base value include 52% on TAN Exemption for  Rs.100000 as W/H threshold Amount

 

·         For section code 1004 : : “ xxxxxxxxxxxxxxxI”

·         W/H Tax Type RI : Sec 194I Rent Invoice

·         W/H Tax Code R1 - Sec 194I Rent Invoice - CO  @ 22% for rent

·         TAX Exemption 52%  on W/H threshold Amount 100000/-

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SCENARIO: 2

 

Amount  More than one lac for Profession fess  @ 22% on base value include 52% on TAN Exemption for  Rs.100000 as W/H threshold Amount

·         For section code 1000 : : “xxxxxxxxx”

·         W/H Tax Type P1 :  Sec 194J Fees Professional/Technical Inv

·         W/H Tax Code P1 - Sec 194J  Invoice – CO @ 22 %

·         TAX Exemption 52%  on W/H threshold Amount 200000/-

park.PNG

SCENARIO: 3

 

Amount Less then Equal to one lac for Profession fess  @ 5.5% on base value include 50% on TAN Exemption for  Rs.100000 as W/H threshold Amount

 

·         For section code 1000 : : “xxxxxxxxxxxI”

·         W/H Tax Type P1 :  Sec 194J Fees Professional/Technical Inv

·         W/H Tax Code P1 - Sec 194J  Invoice – CO @ 5.5 %

·         TAX Exemption 50%  on W/H threshold Amount 100000/-

park.PNG

 

SCENARIO: 4

 

Amount  More than one lac for Profession fess  @ 5.5% on base value include 50% on TAN Exemption for  Rs.100000 as W/H threshold Amount

 

·                     For section code 1000 : : “xxxxxxxxxxxxxx”

·                     W/H Tax Type P1 :  Sec 194J Fees Professional/Technical Inv

·                     W/H Tax Code P1 - Sec 194J  Invoice – CO @ 5.5 %

·                     TAX Exemption 50%  on W/H threshold Amount 100000/-

 

park.PNG

SCENARIO: 5

 

Tax Calculation after expire of Validation date given in the TAN Exemption screen from 01.04.2014 to 30.06.2014. Less than one lac as this scenario working fine for Professional Fess  @ 5.5%

 

park.PNG

 

Thanks

 

Trinath


As Melhores Práticas da metodologia ASAP para a elaboração do Projeto

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A empresa depende de projetos levando-se em consideração o fato de que em cada setor das organizações dentro da empresa, estão sobressaindo ou sentindo dificuldades por diversos impactos positivos ou negativos em suas estratégias de negócios por projetos. 

 

A metodologia ASAP oferece uma gama de soluções para diversos tipos de negócios. Sua estrutura estende com os trâmites que proporcionam funcionalidades específicas de toda a cadeia de valor do projeto e ocupa o lugar de destaque para gerenciar as suas expectativas geradas por meio de pacotes de melhorias continuas para agilizar projetos de implementações SAP.

 

Na Figura 1 mostra o seu roadmap se divide em 7 fases

 

 

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Para que o resultado do projeto seja positivo, é de fundamental importância documentar e formalizar a Preparação Inicial com o uso do escopo bem definido e baseado nas informações fornecidas pelo cliente podendo assim acompanhar e desenvolver cada etapa ou fase dos projetos de qualquer porte por incremento da metodologia.

 

 

A Preparação do Projeto aponta caminhos de gerenciamento que visam ampliar a visão estratégia dos projetos, e dentro desta visão sua principal característica acontece quando seu planejamento e a configuração SAP ERP são plenamente alinhados e voltados para o controle dos projetos da empresa.

 

O Documento Blueprint garantem que os processos sejam divididos em partes específicas, muitas vezes atribuídas pelo gestor ou Gerente do projeto, que faz todo o levantamento de requisitos, documentação da solução e desenho técnico.

 

A Realização do projeto aparece no seu planejamento, monitoramento e controle é necessário, ainda, considerar a existência do desenvolvimento do fluxo de processos estruturado, incluindo o levantamento das necessidades que serão atendidas.

 

A Realizaçãoé o principal componente para implementar as regras de negócios e requisitos do processo baseado no Blueprint, o desenvolvimento da Preparação Inicial do projeto, é peça-chave no processo, o levantamento dos requisitos importante para que seu dimensionamento seja adequado e viável no escopo do projeto.

 

   Antes de começar o desenvolvimento da Preparação Inicial do projeto o primeiro passo requer um planejamento é seguir as sete fases da metodologia ASAP usadas como base que irão conduzir o processo de desenvolvimento ao longo do projeto.

 

Sendo assim, pode-se considerar que, a metodologia ASAP, tem como objetivo de gerar possibilidades de desenvolver, fortalecer e expandir resultado alcançado para a empresa junto com seus projetos.

 

  No escopo do projeto, especificamente, busca-se a melhoria contínua do grau de satisfação das empresas relacionado aos projetos, que busca promover incentivo cada vez mais estratégico.

 

A Preparação Final segue com exatidão o seu processo para concluir a preparação final do sistema para o cutover, é seu desempenho podem exigir um cuidado especial, o monitoramento dos elementos de escopo do projeto mostra como está sendo feito e o que se pretende fazer em seu planejamento.

 

O Go-live Suporte apresenta em detalhes os processos de apoio a produção inicial após cutover; transição para apoio de processos, ressaltando a importância das diretrizes da gestão do escopo do projeto, com base no conhecimento amplo utilizada para melhor gerenciar projeto que definem os processos de forma estruturada do escopo é mostra a real dimensão das ações necessárias para estabelecer objetivos dos resultados desejados.

 

Executar determina exatamente esses processos a serem executados com base na solução implementada das expectativas das partes interessadas, favorecendo a tomada de decisões suficientes nas necessidades do projeto.

                                                  

A empresa precisa de elementos detalhados na hora de descrever ou elaborar a Preparação Inicial do projeto, baseado nos elementos usados durante a confecção do escopo que as partes interessadas utilizarão para aprovar a sua aceitação referente às entregas ao longo de todo o projeto.

 

No escopo são relatados todos os documentos de gerenciamento para que o produto ou serviço sejam atendidos e entregues, o escopo sendo aceito e aprovado cumprem o resultado do trabalho esperado do projeto.

 

O projeto depende da precisão desses processos do roadmap, o escopo descreve claramente os detalhes da criação dessa estrutura que contribuem suas entregas-chaves disponíveis para gerenciar e planejar.

 



Most Important Success Factor for a Smooth SAP Go-live

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In my recentpostings,I have tried to summarize the factors for a successful SAP project implementation. ASAP methodology is being used as a guide to ensure that these three groups of facts are aligned well: SAP System, Data and People.

 

Preparing SAP system is the easiest one among three. All the requiredroadmapsanddocumentationsfor preparing and installing required SAP components are released by SAP which can be found ininterneteasily. As well as customizing activities and enhancements, scn is the best library for these.

 

Collecting and refining required data is the second important and relatively complex part of the implementation. However, this can be managed by using tools and some special solutions as well. Important part of the whole job is collecting the accurate data. This part is also very much related with project people.


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Assume that SAP system is ready, somehow required data is ready. System running perfectly in every aspect; however success is hidden in the heart of the people. People of SAP should be ready and should strongly believe the new life after SAP, this is called change management. Each and every SAP project, change management is emphasized very well at the beginning. However, all the change management activities are involved to prepare the potential end users and top and mid-level management. Mostly project people are missed or forgotten. If we dig the main fact of the failed SAP projects, most probably unmotivated project team members will be found.

 

If any of the project team members who are not really believe the project, an invisible poison will spread all through the project and slowly kill the whole body.

 

Finally change management should never exclude SAP project team members, because also they need to believe the change.

 

Cheers,

 

Sarhan, @sarhanpolatates

Types of Testing Terminologies - ASAP

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SAP Unit Testing

This tests isolated pieces of functionality, for example, creation and save of a sales order.  The test is done in the development by a configuration specialist and confirms that the sales order can be saved using the SAP organization elements (sales organization, company code, credit control area, etc.) along with the customer master data set up, partner functions, material master data, etc.  It establishes a baseline of SAP functionality.

For ABAP development, for example, unit testing shows that a report can be created from developer generated data.  Assistance in data generation may come from a functional consultant.

 

SAP System Testing

This is testing where elements of related SAP functionality are linked together in the development environment to ensure the pieces work together.  For example, a quote-to-cash flow would show that a quote can be used to create a sales order, a delivery can be created and processed from the order, the delivery can be billed, the billing released to accounting, and a customer payment applied against the accounting invoice.  Each of the component parts is unit tested ahead of time and the data used in testing is usually fabricated based on the knowledge of the project team.

 

SAP Scenario / String Testing

this tests specific business cases.  For example, there may be configuration and business process design that is unique to a certain customer set or a given product line or a set of services. Tangible products and services are processed very differently from each other, so you might have different scenarios you need to test.  Again this testing is usually done in the development environment to prove out a requirement – an argument can be made to say this is a test case you would cover in system testing.  Scenario testing can also happen in the QA environment, but I prefer to call that string testing.

This testing also includes execution of interfaces and other development objects, e.g. reports, with fabricated data.

SAP Integration Testing

This testing is similar to scenario testing except it is typically done in the QA environment and uses more realistic data.  Ideally the data has come from a near real data extraction, conversion and load exercise (not necessarily a full conversion) so the data has a certain familiarity to it for a business end user, e.g. recognizable customers, materials, pricing, vendors, contracts, etc.  The testing shows that the business process as designed and configured in SAP runs using representative real world data.  In addition the testing shows interface triggers, reports, workflow are working.

 

SAP Interface Testing

Testing of interfaces typically occurs at different points in a project so it is important to know what you are testing when.  During the project development phase isolated interface testing usually refers to unit testing activities where you confirm that your code can consume a file of your own making.  You might have two development systems – one SAP, one non-SAP – where you run a test to show that the sender can generate a file and the receiver can consume it.  In the QA environment interface testing might involve execution of business transactions on the sending system followed by looking for automatic generation of the interface output; this is then followed by the receiving system consuming that file and proving that a business process continues on the receiver.  Your interface testing might prove that the whole process runs automatically with business events triggering the outbound interface correctly, automatic transfer and consumption by the receiver.

 

This testing and its definition can become even trickier if you use a message bus where the idea of point-to-point interfaces doesn’t apply and you need to consider publish-and-subscribe models.

 

Whatever you are doing under the guise of interface testing, you need to be clear about the scope of the tests and the success criteria.  Typically interface testing becomes part of larger testing activities as a project progresses.  In my experiences interface testing shows that the triggering works, the data selection (and exclusion) is accurate and complete, data transfer is successful, and the receiver is able to consume the sent data.  Wrapped around this is showing that all the steps run automatically and that error handling and restart capability (e.g. data problems, connectivity failures) is in place.

 

SAP End-to-End Testing

This is similar to scenario testing in that a specific business case is tested from start to finish and includes running of interfaces, reports, manual inputs, workflow, etc.  In short it is attempting to simulate a real world business process and, in order to make it as real as possible, it is done using the most realistic data.  Ideally the data used was the result of a data extract, conversion and load process.  I would expect this kind of testing to occur in a QA environment: at some level it can be seen as a way of validating that the individual unit tests, scenario tests, integration tests and interface tests produced results that work together.

 

SAP End User Testing & User Acceptance Testing

I grouped these two together because they are closely related, if not identical.  The goal here is to ensure that end users are able to perform their designated job functions with the new system(s).  A crucial part of this testing is referring back to the business requirements (you have some of those, right?) and blueprint to ensure that the expected features, functions and capabilities are available.  As part of the project user involvement along the way should have been providing feedback to ensure the design met the requirements, so there should not be any big surprises.

Again this is activity that usually occurs in a QA environment with realistic data and the inclusion of end user security and authorizations.

 

SAP Stress / Load / Performance Testing

This kind of testing examines things like whether the system response time is acceptable, whether periodic processes run quickly enough, whether the expected concurrent user load can be supported.  It also identifies processing bottlenecks and ABAP coding inefficiencies.  It is rare for a project to have worked out all the system performance tuning perfectly ahead and to have every program running optimized code.  Consequently the first stress test on a system can be painful as lots of little things pop up that weren’t necessarily an issue in isolated testing.

The testing is geared towards simulating peak loads of activity, either online users or periodic batch processing, and identifies the steps needed to improve performance.  Given that the initial test reveals lots of areas for improvement you should expect to run through this a couple of times to ensure the results are good.

 

SAP Usability Testing

This testing is usually concerned with how many key strokes and mouse clicks it takes to perform a function; how easy and intuitive it is to navigate around the system and find whatever it is that you are looking for.  In an SAP implementation using the standard GUI there isn’t much scope for this kind of testing: end user training shows how to navigate, how to create short cuts and favorites, modify screen layouts, etc.  On the other hand a project that involves building portals may well need to perform this kind of testing, not just for reasons mentioned earlier, but also for consistency of look and feel.

 

SAP Security and Authorizations Testing

Ensuring that users are only able to execute transactions and access appropriate data is critical to any project, especially with today’s needs for SOX compliance.  This testing is typically done in a QA environment against near-final configuration and data from a full extract, conversion and load exercise.  Test IDs for job roles are created and used to both confirm what a user can do and what a user cannot do.  More often than not this kind of testing is combined with end user or user acceptance testing.

 

SAP Cut Over / Dry RunTesting

This kind of testing is simulating and practicing certain major one-time events in the project lifecycle.  Typically the terms “dry run” and “conversion” together to mean a full scale execution of the all tasks involved to extract data from legacy systems, perform any kind of data conversion, load the results into SAP (and any other systems) and fully validate the results, including a user sign-off.  Most projects have several dry run conversions which progress from an exercise in capturing all the steps, checkpoints and sign-offs in data conversion to a timed exercise to ensure everything can be accomplished in the time window for go-live.  Once it becomes a timed event a dry run data conversion readily rolls into a cut over test, where it is one component of an overall cut over activity sequence: a cut over test usually ensures that all the necessary tasks, e.g. importing transports; manual configuration; extracting, converting and loading data; unlocking user IDs; starting up periodic processing for interfaces, etc. are all identified and can be executed in the go-live time window.

 

Application Testing

This term can be construed as so broad it has no meaning as an “application” can mean a lot of things.  I have only ever heard it as generic blanket term for another kind of testing, e.g. SAP application testing, so it needs to be refined and given context to be of use.

 

SAP Day-In-The-Life (DITL) Testing

This is one of my favorite kinds of testing – it really is what is says it is.  Run the system the way you expect it to be run during a regular business day.  Real users, real data, real volumes, real authorizations, real interface and periodic job execution – the closest you can get to a production environment before you go-live with the system.

Not every day in business is the same so you might want to run a few DITL tests.  However these can be difficult to organize because of the need to have end users trained and available for extended periods of time as well as having all partner systems able to participate in the activities with real and synchronized data across the systems, real users, real data volumes, etc.

 

SAP Regression Testing

Each time you put a new release of code and configuration into your production system you want to be sure you don’t cause any changes in any processing beyond what you expect to change.  Hence the role of regression testing: test your existing functionality to be confident it still works as expected with the newly updated configuration and code base.  Clearly you don’t want to find you have issues in production after you make the changes, consequently regression testing in a QA environment that has similar data to production is a good test bed.  In some cases automated testing can be effectively deployed as a fast and regular method to ensure core business processes are not adversely affected by new releases of code and configuration.

ASAP Methodology Roadmaps and Phases

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Composition of the ASAP Methodology Framework

SAP leverages a core set of methodologies and tools designed to deliver rapid, reliable results, and to help our customers get the most from their solutions. These include the ASAP Methodology framework (content the project team follows to implement SAP software efficiently), and the SAP Solution Manager application management suite.

 

ASAP methodology framework v8 delivers structured methodology content — processes, procedures, accelerators, checklists, links to standard SAP documentation, etc. necessary for the implementation of SAP solutions.

 

The ASAP methodology framework v8 builds on solid foundation from ASAP 7 that includes transparency of value realization through consistent business case reflection. Efficient guidance for SOA, BPM and traditional implementation projects through the entire project life-cycle — from evaluation through delivery to post project solution management and operations. And it delivers revised content in all the traditional areas needed for efficient project teams — project management, solution management, organizational change management, training, blueprinting, configuration, testing, cutover planning and execution, and others.

 

ASAP methodology framework v8 adds prescriptive guidance to the methodology through detailed description of tasks including accountability for their completion. This harmonized structure enables both project leaders and project teams to focus on information that is highly relevant for their role. ASAP methodology framework v8 contains comprehensive description of deliverables and associated tasks, thus connecting the project management view with subject matter expert needs.

 

You can access the ASAP Methodology on the SAP Service Marketplace pages (login required).

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Benefits of ASAP 8 Methodology include

  • Reduced total cost of implementation by embedding the principles of SAP Advanced Delivery Management into a prescriptive, streamlined and modular implementation road map for ASAP
  • Content-rich implementation accelerators, templates, and guides for implementation projects from strategy to operations
  • Transparent value delivery through consistent reflection of the business case
  • Efficient project governance, quality management, and guidance for implementation projects and Business Process Management
  • Approach that combines user centric design, business processes and IT architecture
  • Coverage of the entire project lifecycle – from evaluation through delivery to post project solution management and operations
  • Consistent content from Value Maps, Solutions, configuration to business process monitoring
  • Latest version of Solution Explorer and Solution Configurator to explore SAP solution capabilities, select appropriate solutions and determine best pre-assembled RDS for your project
  • Proven and scalable implementation methodology guiding your team through the agile implementation project and ensuring seamless setup of solution operations
  • Seamlessly integrated with SAP Solution Manager in both implementation and solution operations
  • Simplify implementation further -- EVERY implementation starts with best practice content based on pre-assembled RDS

 

 

ASAP methodology framework is provided to end users in four variants (pre-selections)) to support various deployment strategies for implementation of SAP system. The following ASAP 8 pre-selection variants are available for end-users in SAP Service Marketplace (and also in SAP Solution Manager starting with ST-ICO SP37 content package release level):

 

 

Simplified Rapid Deployment Solution Experience / Assemble to Order Project

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The success of your SAP solution is to a large degree determined by the speed and the effectiveness of the software implementation to add value to your organization. That is why SAP has introduced the Simplified Rapid-deployment Solution Experience. It combines the ability to explore SAP solution capabilities, select the appropriate pre-assembled RDS as a starting point for your project, and implement the solution in your business with the help of structured implementation approach - ASAP 8 Methodology for Simplified Rapid-deployment Solution and integrated operation supported by SAP Solution Manager.

 

Simplified Rapid Deployment Solution Experience / Assemble-to-Order Project Methodology Phases - The Simplified Rapid Deployment Solution Experience / Assemble-to-Order Project Methodology is structured into the following phases.

 

  1. Project preparation - This phase provides initial planning and preparation for the project. Each project has its own unique objectives, scope, and priorities. The deliverables described in this phase assist in completing the initiation and planning steps in an efficient and effective manner – like setup of project governance, project plan and project schedule are prepared at this stage.
  2. Scope validation - The purpose of this phase is to achieve a common understanding of how the company intends to run SAP to support their business. It focuses on the rapid setup of environment that is available for validation workshop with business users to confirm scope and determine delta requirements that will be realized in the next phase to enhance the baseline provided by pre-assembled RDS.
  3. Realization - The purpose of this phase is to implement all the business process delta requirements defined during the Scope Validation phase. The team configures, develops, tests and documents the solution in series of time-boxed iterations. Before the solution is released to next phase it is fully end-to-end integration tested and accepted by end users.
  4. Final preparation - The purpose of this phase is to complete the cutover activities (including technical and load testing, end user training, system management and cutover rehearsal activities) to finalize your readiness to go live. The Final Preparation phase also serves to resolve all remaining critical issues. On successful completion of this phase, you are ready to run your business in your live SAP System.
  5. Go-live support - The purpose of this phase is to move from a project-oriented, pre-production environment to live production operation and provide sustained support to business users to aid their transition into the new environment.
  6. Operate - The purpose of this phase is to fine-tune the application lifecycle standards, processes and procedures established during the project and align them with operation needs. The central operation platform is SAP Solution Manager, which leverages the documented solution for system operations.


 

Agile ASAP 8 Methodology

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The success of your SAP solution is to a large degree determined by the speed and the effectiveness of the software to add value to your organization. That is why SAP has introduced Agile ASAP; a new, practical implementation methodology that allows you to implement operating functionality in short iterative cycles. In each cycle the team implements the most valuable and important functionality first. This enables you to generate results faster, gain immediate insight into the value, increase the flexibility of the implementation and improve progress monitoring

 

Agile ASAP 8 Methodology Phases - The Standard ASAP 8 Methodology is structured into the following phases.


  1. Project preparation - This phase provides initial planning and preparation for the project. Each project has its own unique objectives, scope, and priorities. The deliverables described in this phase assist in completing the initiation and planning steps in an efficient and effective manner – like setup of agile project governance, project plan and project schedule are prepared at this stage.
  2. Lean blueprint - The purpose of this phase is to achieve a common understanding of how the company intends to run SAP to support their business. It focuses on the rapid setup of solution validation environment for validation workshops with business users to confirm scope and determine delta requirements that will be realized in the next phase to enhance the baseline build of the system.
  3. Realization - The purpose of this phase is to implement all the business process delta requirements defined during the Lean blueprint phase. The team configures, develops, tests and documents the solution in series of time-boxed iterations – the most valuable functionality first. Before the solution is released to next phase it is fully end-to-end integration tested and accepted by end users.
  4. Final preparation - The purpose of this phase is to complete the cutover activities (including technical and load testing, end user training, system management and cutover rehearsal activities) to finalize your readiness to go live. The Final Preparation phase also serves to resolve all remaining critical issues. On successful completion of this phase, you are ready to run your business in your live SAP System.
  5. Go-live support - The purpose of this phase is to move from a project-oriented, pre-production environment to live production operation and provide sustained support to business users to aid their transition into the new environment.
  6. Operate - The purpose of this phase is to fine-tune the application lifecycle standards, processes and procedures established during the project and align them with operation needs. The central operation platform is SAP Solution Manager, which leverages the documented solution for system operations.

 

 

Standard ASAP 8 Methodology

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Standard ASAP 8 Methodology takes a disciplined approach to project management, organizational change management, solution management, application life-cycle management and other disciplines applied in the implementation of SAP solutions. The Standard ASAP 8 Methodology is built around the SAP Advanced Delivery Management model and supports project teams with templates, tools, questionnaires, and checklists, including guidebooks and accelerators. Standard ASAP 8 Methodology empowers companies to exploit the power of the accelerated features and tools already built into SAP solutions.

 

Standard ASAP 8 Methodology Phases -- The Standard ASAP 8 Methodology is structured into the following phases.


  1. Project preparation - During this phase the team goes through initial planning and preparation for SAP project.
  2. Business blueprint - The purpose of this phase is to achieve a common understanding of how the company intends to run SAP to support their business. In Standard ASAP 8 Methodology the result is the Business Blueprint, a detailed documentation of the results gathered during requirements workshops
  3. Realization - The purpose of this phase is to implement all the business process requirements based on the Business Blueprint. The system configuration in Standard ASAP 8 Methodology is done in two work packages: Baseline configuration (major scope); and Final configuration (remaining scope). During this phase the solution is also tested.
  4. Final preparation - The purpose of this phase is to complete the final preparation (including technical testing, end user training, system management and cutover activities) to finalize your readiness to go live. The Final Preparation phase also serves to resolve all critical open issues. On successful completion of this phase, you are ready to run your business in your live SAP System.
  5. Go-live support - The purpose of this phase is to move from a project-oriented, pre-production environment to live production operation.
  6. Operate - During this phase the system is operated with the help of the central operation platform, SAP Solution Manager, with the documented solution based on the transferred project documentation.

 

Each phase has a set of deliverables that are produced during the duration of the phase and serve as the input to follow-up phases. Each deliverable provides list of outputs it consist of and methods that are used to produce the deliverable.

 

Work Streams

 

The ASAP 8 Methodology is structured around the key project work streams that are outlined in the picture below. For each work stream, the methodology provides the number of deliverables that are to be produced in each phase of the project.

 

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Types of Testing Terminologies - ASAP

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SAP Unit Testing

This tests isolated pieces of functionality, for example, creation and save of a sales order.  The test is done in the development by a configuration specialist and confirms that the sales order can be saved using the SAP organization elements (sales organization, company code, credit control area, etc.) along with the customer master data set up, partner functions, material master data, etc.  It establishes a baseline of SAP functionality.

For ABAP development, for example, unit testing shows that a report can be created from developer generated data.  Assistance in data generation may come from a functional consultant.

 

SAP System Testing

This is testing where elements of related SAP functionality are linked together in the development environment to ensure the pieces work together.  For example, a quote-to-cash flow would show that a quote can be used to create a sales order, a delivery can be created and processed from the order, the delivery can be billed, the billing released to accounting, and a customer payment applied against the accounting invoice.  Each of the component parts is unit tested ahead of time and the data used in testing is usually fabricated based on the knowledge of the project team.

 

SAP Scenario / String Testing

this tests specific business cases.  For example, there may be configuration and business process design that is unique to a certain customer set or a given product line or a set of services. Tangible products and services are processed very differently from each other, so you might have different scenarios you need to test.  Again this testing is usually done in the development environment to prove out a requirement – an argument can be made to say this is a test case you would cover in system testing.  Scenario testing can also happen in the QA environment, but I prefer to call that string testing.

This testing also includes execution of interfaces and other development objects, e.g. reports, with fabricated data.

SAP Integration Testing

This testing is similar to scenario testing except it is typically done in the QA environment and uses more realistic data.  Ideally the data has come from a near real data extraction, conversion and load exercise (not necessarily a full conversion) so the data has a certain familiarity to it for a business end user, e.g. recognizable customers, materials, pricing, vendors, contracts, etc.  The testing shows that the business process as designed and configured in SAP runs using representative real world data.  In addition the testing shows interface triggers, reports, workflow are working.

 

SAP Interface Testing

Testing of interfaces typically occurs at different points in a project so it is important to know what you are testing when.  During the project development phase isolated interface testing usually refers to unit testing activities where you confirm that your code can consume a file of your own making.  You might have two development systems – one SAP, one non-SAP – where you run a test to show that the sender can generate a file and the receiver can consume it.  In the QA environment interface testing might involve execution of business transactions on the sending system followed by looking for automatic generation of the interface output; this is then followed by the receiving system consuming that file and proving that a business process continues on the receiver.  Your interface testing might prove that the whole process runs automatically with business events triggering the outbound interface correctly, automatic transfer and consumption by the receiver.

 

This testing and its definition can become even trickier if you use a message bus where the idea of point-to-point interfaces doesn’t apply and you need to consider publish-and-subscribe models.

 

Whatever you are doing under the guise of interface testing, you need to be clear about the scope of the tests and the success criteria.  Typically interface testing becomes part of larger testing activities as a project progresses.  In my experiences interface testing shows that the triggering works, the data selection (and exclusion) is accurate and complete, data transfer is successful, and the receiver is able to consume the sent data.  Wrapped around this is showing that all the steps run automatically and that error handling and restart capability (e.g. data problems, connectivity failures) is in place.

 

SAP End-to-End Testing

This is similar to scenario testing in that a specific business case is tested from start to finish and includes running of interfaces, reports, manual inputs, workflow, etc.  In short it is attempting to simulate a real world business process and, in order to make it as real as possible, it is done using the most realistic data.  Ideally the data used was the result of a data extract, conversion and load process.  I would expect this kind of testing to occur in a QA environment: at some level it can be seen as a way of validating that the individual unit tests, scenario tests, integration tests and interface tests produced results that work together.

 

SAP End User Testing & User Acceptance Testing

I grouped these two together because they are closely related, if not identical.  The goal here is to ensure that end users are able to perform their designated job functions with the new system(s).  A crucial part of this testing is referring back to the business requirements (you have some of those, right?) and blueprint to ensure that the expected features, functions and capabilities are available.  As part of the project user involvement along the way should have been providing feedback to ensure the design met the requirements, so there should not be any big surprises.

Again this is activity that usually occurs in a QA environment with realistic data and the inclusion of end user security and authorizations.

 

SAP Stress / Load / Performance Testing

This kind of testing examines things like whether the system response time is acceptable, whether periodic processes run quickly enough, whether the expected concurrent user load can be supported.  It also identifies processing bottlenecks and ABAP coding inefficiencies.  It is rare for a project to have worked out all the system performance tuning perfectly ahead and to have every program running optimized code.  Consequently the first stress test on a system can be painful as lots of little things pop up that weren’t necessarily an issue in isolated testing.

The testing is geared towards simulating peak loads of activity, either online users or periodic batch processing, and identifies the steps needed to improve performance.  Given that the initial test reveals lots of areas for improvement you should expect to run through this a couple of times to ensure the results are good.

 

SAP Usability Testing

This testing is usually concerned with how many key strokes and mouse clicks it takes to perform a function; how easy and intuitive it is to navigate around the system and find whatever it is that you are looking for.  In an SAP implementation using the standard GUI there isn’t much scope for this kind of testing: end user training shows how to navigate, how to create short cuts and favorites, modify screen layouts, etc.  On the other hand a project that involves building portals may well need to perform this kind of testing, not just for reasons mentioned earlier, but also for consistency of look and feel.

 

SAP Security and Authorizations Testing

Ensuring that users are only able to execute transactions and access appropriate data is critical to any project, especially with today’s needs for SOX compliance.  This testing is typically done in a QA environment against near-final configuration and data from a full extract, conversion and load exercise.  Test IDs for job roles are created and used to both confirm what a user can do and what a user cannot do.  More often than not this kind of testing is combined with end user or user acceptance testing.

 

SAP Cut Over / Dry RunTesting

This kind of testing is simulating and practicing certain major one-time events in the project lifecycle.  Typically the terms “dry run” and “conversion” together to mean a full scale execution of the all tasks involved to extract data from legacy systems, perform any kind of data conversion, load the results into SAP (and any other systems) and fully validate the results, including a user sign-off.  Most projects have several dry run conversions which progress from an exercise in capturing all the steps, checkpoints and sign-offs in data conversion to a timed exercise to ensure everything can be accomplished in the time window for go-live.  Once it becomes a timed event a dry run data conversion readily rolls into a cut over test, where it is one component of an overall cut over activity sequence: a cut over test usually ensures that all the necessary tasks, e.g. importing transports; manual configuration; extracting, converting and loading data; unlocking user IDs; starting up periodic processing for interfaces, etc. are all identified and can be executed in the go-live time window.

 

Application Testing

This term can be construed as so broad it has no meaning as an “application” can mean a lot of things.  I have only ever heard it as generic blanket term for another kind of testing, e.g. SAP application testing, so it needs to be refined and given context to be of use.

 

SAP Day-In-The-Life (DITL) Testing

This is one of my favorite kinds of testing – it really is what is says it is.  Run the system the way you expect it to be run during a regular business day.  Real users, real data, real volumes, real authorizations, real interface and periodic job execution – the closest you can get to a production environment before you go-live with the system.

Not every day in business is the same so you might want to run a few DITL tests.  However these can be difficult to organize because of the need to have end users trained and available for extended periods of time as well as having all partner systems able to participate in the activities with real and synchronized data across the systems, real users, real data volumes, etc.

 

SAP Regression Testing

Each time you put a new release of code and configuration into your production system you want to be sure you don’t cause any changes in any processing beyond what you expect to change.  Hence the role of regression testing: test your existing functionality to be confident it still works as expected with the newly updated configuration and code base.  Clearly you don’t want to find you have issues in production after you make the changes, consequently regression testing in a QA environment that has similar data to production is a good test bed.  In some cases automated testing can be effectively deployed as a fast and regular method to ensure core business processes are not adversely affected by new releases of code and configuration.

ASAP Methodology Roadmaps and Phases

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Composition of the ASAP Methodology Framework

SAP leverages a core set of methodologies and tools designed to deliver rapid, reliable results, and to help our customers get the most from their solutions. These include the ASAP Methodology framework (content the project team follows to implement SAP software efficiently), and the SAP Solution Manager application management suite.

 

ASAP methodology framework v8 delivers structured methodology content — processes, procedures, accelerators, checklists, links to standard SAP documentation, etc. necessary for the implementation of SAP solutions.

 

The ASAP methodology framework v8 builds on solid foundation from ASAP 7 that includes transparency of value realization through consistent business case reflection. Efficient guidance for SOA, BPM and traditional implementation projects through the entire project life-cycle — from evaluation through delivery to post project solution management and operations. And it delivers revised content in all the traditional areas needed for efficient project teams — project management, solution management, organizational change management, training, blueprinting, configuration, testing, cutover planning and execution, and others.

 

ASAP methodology framework v8 adds prescriptive guidance to the methodology through detailed description of tasks including accountability for their completion. This harmonized structure enables both project leaders and project teams to focus on information that is highly relevant for their role. ASAP methodology framework v8 contains comprehensive description of deliverables and associated tasks, thus connecting the project management view with subject matter expert needs.

 

You can access the ASAP Methodology on the SAP Service Marketplace pages (login required).

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Benefits of ASAP 8 Methodology include

  • Reduced total cost of implementation by embedding the principles of SAP Advanced Delivery Management into a prescriptive, streamlined and modular implementation road map for ASAP
  • Content-rich implementation accelerators, templates, and guides for implementation projects from strategy to operations
  • Transparent value delivery through consistent reflection of the business case
  • Efficient project governance, quality management, and guidance for implementation projects and Business Process Management
  • Approach that combines user centric design, business processes and IT architecture
  • Coverage of the entire project lifecycle – from evaluation through delivery to post project solution management and operations
  • Consistent content from Value Maps, Solutions, configuration to business process monitoring
  • Latest version of Solution Explorer and Solution Configurator to explore SAP solution capabilities, select appropriate solutions and determine best pre-assembled RDS for your project
  • Proven and scalable implementation methodology guiding your team through the agile implementation project and ensuring seamless setup of solution operations
  • Seamlessly integrated with SAP Solution Manager in both implementation and solution operations
  • Simplify implementation further -- EVERY implementation starts with best practice content based on pre-assembled RDS

 

 

ASAP methodology framework is provided to end users in four variants (pre-selections)) to support various deployment strategies for implementation of SAP system. The following ASAP 8 pre-selection variants are available for end-users in SAP Service Marketplace (and also in SAP Solution Manager starting with ST-ICO SP37 content package release level):

 

 

Simplified Rapid Deployment Solution Experience / Assemble to Order Project

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The success of your SAP solution is to a large degree determined by the speed and the effectiveness of the software implementation to add value to your organization. That is why SAP has introduced the Simplified Rapid-deployment Solution Experience. It combines the ability to explore SAP solution capabilities, select the appropriate pre-assembled RDS as a starting point for your project, and implement the solution in your business with the help of structured implementation approach - ASAP 8 Methodology for Simplified Rapid-deployment Solution and integrated operation supported by SAP Solution Manager.

 

Simplified Rapid Deployment Solution Experience / Assemble-to-Order Project Methodology Phases - The Simplified Rapid Deployment Solution Experience / Assemble-to-Order Project Methodology is structured into the following phases.

 

  1. Project preparation - This phase provides initial planning and preparation for the project. Each project has its own unique objectives, scope, and priorities. The deliverables described in this phase assist in completing the initiation and planning steps in an efficient and effective manner – like setup of project governance, project plan and project schedule are prepared at this stage.
  2. Scope validation - The purpose of this phase is to achieve a common understanding of how the company intends to run SAP to support their business. It focuses on the rapid setup of environment that is available for validation workshop with business users to confirm scope and determine delta requirements that will be realized in the next phase to enhance the baseline provided by pre-assembled RDS.
  3. Realization - The purpose of this phase is to implement all the business process delta requirements defined during the Scope Validation phase. The team configures, develops, tests and documents the solution in series of time-boxed iterations. Before the solution is released to next phase it is fully end-to-end integration tested and accepted by end users.
  4. Final preparation - The purpose of this phase is to complete the cutover activities (including technical and load testing, end user training, system management and cutover rehearsal activities) to finalize your readiness to go live. The Final Preparation phase also serves to resolve all remaining critical issues. On successful completion of this phase, you are ready to run your business in your live SAP System.
  5. Go-live support - The purpose of this phase is to move from a project-oriented, pre-production environment to live production operation and provide sustained support to business users to aid their transition into the new environment.
  6. Operate - The purpose of this phase is to fine-tune the application lifecycle standards, processes and procedures established during the project and align them with operation needs. The central operation platform is SAP Solution Manager, which leverages the documented solution for system operations.


 

Agile ASAP 8 Methodology

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The success of your SAP solution is to a large degree determined by the speed and the effectiveness of the software to add value to your organization. That is why SAP has introduced Agile ASAP; a new, practical implementation methodology that allows you to implement operating functionality in short iterative cycles. In each cycle the team implements the most valuable and important functionality first. This enables you to generate results faster, gain immediate insight into the value, increase the flexibility of the implementation and improve progress monitoring

 

Agile ASAP 8 Methodology Phases - The Standard ASAP 8 Methodology is structured into the following phases.


  1. Project preparation - This phase provides initial planning and preparation for the project. Each project has its own unique objectives, scope, and priorities. The deliverables described in this phase assist in completing the initiation and planning steps in an efficient and effective manner – like setup of agile project governance, project plan and project schedule are prepared at this stage.
  2. Lean blueprint - The purpose of this phase is to achieve a common understanding of how the company intends to run SAP to support their business. It focuses on the rapid setup of solution validation environment for validation workshops with business users to confirm scope and determine delta requirements that will be realized in the next phase to enhance the baseline build of the system.
  3. Realization - The purpose of this phase is to implement all the business process delta requirements defined during the Lean blueprint phase. The team configures, develops, tests and documents the solution in series of time-boxed iterations – the most valuable functionality first. Before the solution is released to next phase it is fully end-to-end integration tested and accepted by end users.
  4. Final preparation - The purpose of this phase is to complete the cutover activities (including technical and load testing, end user training, system management and cutover rehearsal activities) to finalize your readiness to go live. The Final Preparation phase also serves to resolve all remaining critical issues. On successful completion of this phase, you are ready to run your business in your live SAP System.
  5. Go-live support - The purpose of this phase is to move from a project-oriented, pre-production environment to live production operation and provide sustained support to business users to aid their transition into the new environment.
  6. Operate - The purpose of this phase is to fine-tune the application lifecycle standards, processes and procedures established during the project and align them with operation needs. The central operation platform is SAP Solution Manager, which leverages the documented solution for system operations.

 

 

Standard ASAP 8 Methodology

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Standard ASAP 8 Methodology takes a disciplined approach to project management, organizational change management, solution management, application life-cycle management and other disciplines applied in the implementation of SAP solutions. The Standard ASAP 8 Methodology is built around the SAP Advanced Delivery Management model and supports project teams with templates, tools, questionnaires, and checklists, including guidebooks and accelerators. Standard ASAP 8 Methodology empowers companies to exploit the power of the accelerated features and tools already built into SAP solutions.

 

Standard ASAP 8 Methodology Phases -- The Standard ASAP 8 Methodology is structured into the following phases.


  1. Project preparation - During this phase the team goes through initial planning and preparation for SAP project.
  2. Business blueprint - The purpose of this phase is to achieve a common understanding of how the company intends to run SAP to support their business. In Standard ASAP 8 Methodology the result is the Business Blueprint, a detailed documentation of the results gathered during requirements workshops
  3. Realization - The purpose of this phase is to implement all the business process requirements based on the Business Blueprint. The system configuration in Standard ASAP 8 Methodology is done in two work packages: Baseline configuration (major scope); and Final configuration (remaining scope). During this phase the solution is also tested.
  4. Final preparation - The purpose of this phase is to complete the final preparation (including technical testing, end user training, system management and cutover activities) to finalize your readiness to go live. The Final Preparation phase also serves to resolve all critical open issues. On successful completion of this phase, you are ready to run your business in your live SAP System.
  5. Go-live support - The purpose of this phase is to move from a project-oriented, pre-production environment to live production operation.
  6. Operate - During this phase the system is operated with the help of the central operation platform, SAP Solution Manager, with the documented solution based on the transferred project documentation.

 

Each phase has a set of deliverables that are produced during the duration of the phase and serve as the input to follow-up phases. Each deliverable provides list of outputs it consist of and methods that are used to produce the deliverable.

 

Work Streams

 

The ASAP 8 Methodology is structured around the key project work streams that are outlined in the picture below. For each work stream, the methodology provides the number of deliverables that are to be produced in each phase of the project.

 

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Using PO Matrix for large SAP Transformation

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Why Do We Need to Transform?


Transformation, Improvement, Innovation

 

  • Transformation
    • Transformation occurs when people inside an organization realize they have reached a higher level through continuous improvement and technological innovation
  • Improvement and Innovation
  • Improvement is small change while Innovation refers to breakthrough

 

Management Must Always Transform

 

  • Management success is determined by creativity and teamwork at all organizational levels
  • Reasons for company-wide improvement
    • To achieve the company’s business plans / profits
    • To foster, utilize and build the company’s improvement and development powers
  • Types of Management Technologies
    • Procedures – the basic steps for performing jobs
    • Techniques – the ways in which jobs are performed well

 

Seven Conditions for Fast Track

  1. Top and middle management commitment to company-wide transformation
  2. Superior in-house development capabilities
    • Intrinsic technologies mainly by R&D department
    • Management technologies through daily work
    • Superior managing capabilities
  3. Effective in-house education and on-the-job coaching
  4. Total active participation of staff departments in company-wide improvement
  5. Enabling structures to promote improvement in daily work
  6. Enabling structures that encourage creative improvement by integrating knowledge and experience


What Tool can we Use?

 

Policy Objective (PO) Matrix

 

  • Policy / Objective (P/O) Matrix
    • Tool for visualizing and translating top management’s commitment to improvement and transformation into concrete activities.
    • Technique to manage company-wide activities to achieve policies and objectives.
  • Purpose of P/O Matrix

  Ÿ       To deliberately promote and manage improvement activities in a way that achieves the goal of company-wide transformation.

Aim of the PO Matrix

  • Provide a company with an enabling structure for achieving priority business plans
  • Prevent a company from falling into undesirable state of affairs
  • Facilitate the planning and establishment of policies and objectives
  • Capture, document and co-ordinate a company’s highest priority tasks
  • Develop business plans by integrating the knowledge and experience of all employees
  • Allocate resources for improvement
  • Provide an enabling structure for interdepartmental co-operation
  • Make plans visible to anyone in the organization at any time
  • Help a company respond quickly to changes in the surrounding environment
  • Provide an enabling structure for anticipating and removing obstacles
  • Prevent a company, when it becomes busy from making excuses for not improving
  • Help a company use its full company-wide capabilities to carry out plans
  • Periodically examine and study a company’s performance in implementing priority improvement plans

 

 

How to Build a PO Matrix

 

  • Visualize the relationship of the following
    • A business unit’s priority policies for companywide improvement during the current period and for the next two to three years
    • Improvement objectives for the current period including the measures and means to achieve them
    • Targets for each improvement project
    • The overall results expected from all improvement projects
  • Align the contents listed above throughout the organization, from
    • Top management
    • Business units
    • Departments
    • Sections
    • Smaller organizational units as necessary

 

 

Important Considerations

 

  • When to prepare a P/O Matrix
  • In line with business planning cycles
  • Managers are responsible for saying NO as soon as they get the feeling that something may not work
  • Integrating with Culture

  Ÿ  It is important to develop policies with a mind for the national and organizational culture and adapt one’s management practices accordingly

  • Responsibility for saying NO

 

 

 

How to Use the PO Matrix?

 

Visible Management
Effective tool for communicating Top Management policies to entire company
Visually shows which areas are targeted for improvement
True Volunteerism
People are motivated only when they thoroughly understand why policies and objectives (self-determined or top-down) are needed at a given time.
Strengthening Leadership for Improvement
Outlook – To develop a scenario for success, including the feasibility of and measures for achieving it
Organization – To unite employees and other departments, as needed toward common goals
Persuasion – To lay out a direction, determine priorities and explain why they are necessary.
Quick Response to Changes in Surrounding Environment
P/O Matrix should be changed to suit the current environment
Committing to Profit
Objectives & Targets not only help secure profits, but also strengthen improvement and development capability

 



How to use in an SAP Roll-Out?

 


  • Create Department level PO matrix
    •   Ÿ  Define the guiding principles like “Stay Vanilla”, etc.
    • Bring all Stakeholders together
    • Collaborate and drive consensus (“kumbaya”)

 

  • Define Functional Objectives
    • Bring together Business Process Leads to lay down Functional Objectives
    • Align Implementation Plan
    • Agree on Results to be measured

 

  • Cascade down to Program Charter
    • Align Program Charter with the PO Matrix to define the KPI’s / Results


  • Create Project Plan
    • Align Project Plan in Solution Manager to the PO Matrix
    • Establish measures

 

  • Monitor and Refine
    • Measure success of the program and refine targets
    • Deliver Value

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