herug 2003 development status - mit - …web.mit.edu/her/olemiss03/dev_status.pdfpayroll accounting...

HERUG 2003Development status

Jürgen Hollberg, SAP AGIBU Public Sector

„ SAP AG 2003, Development status, Juergen Hollberg / 2

Overview

From single module to solution – how did the HER solution evolve

HERUG development requests – an overview and summary

Development outlook – what is new


Evolution of the HER solution: The early FM days

The productn Product development in R/3 started in 1993, using prior experience

gathered in R/2 and the Project System

n The focus at that time was purely on accounting

n The design used 3 master data account assignments (organizational,nature of expenditure, source of funds)

n Process chains were recorded from reservation to payment

n First active availability control was only offered in IS-PS, not in FM

n Business process design assumed thatu Offering FM account assignments in the standard coding block is

sufficient

u Updating FM in a similar timing like CO is ok

The first customersn went live in 1995 (HERUG members!)

n planned to use FM, but started with IS-PS


Evolution of the HER solution: PSM today

A whole mySAP Higher Education & Research solution has beendefined, where Public Sector Management (PSM) is just one partn Accounting FI, CO, AA, FM, ...

n Logistics MM, SD, CRM, SCM, ...

n Human Resources HCM

n Cross application functions RM, GM

n and of course, Campus Management

With this solution and customers spread around the world, theHER market is not a just a niche position for SAP


Higher Education & Research

OrganizationManagement

Decision Support &Data Warehousing

Budget Formulation Budget ExecutionFinancial

AccountingManagerialAccounting

RevenueManagement

University MarketingMarket Research

& Analysis

Campus &Program

Marketing

MarketingProgram

Management

Management ofAuxillaryServices

Recruitment &ProspectService

Alumni ServicesInstitutional

Development

Student ManagementRecruitment &

AdmissionStudent Record& Registration

StudentReceivables

Financial Aid &Sponsoring

Student Portal Student Housing Student Life

Studies ManagementAcademic Program

Development

Class &Examination

Planning

Ressources &Scheduling

Academic Advising& Career Placement

LearningArchitecture

Media Services

Grants ManagementPlanning,

Application &Preaward

ResearchManagement

FinancialAccounting for

SponsoredPrograms

Reimbursement forSponsoredPrograms

Reporting toSponsors &

Closeout

GrantorManagement

Records ManagementRecord/Case &

Workflow DefinitionWorkflow Execution Workflow Monitoring

Records LifecycleManagement

Information Retrieval

Human ResourceManagement

Organization &Position

ManagementRecruitment

PersonnelAdministration

TimeManagement

PersonnelDevelopment &

Training

Compensation &Benefits

Administration

PayrollAccounting

Material & ServicesSupport

Procurement ProcessManagement

Inventory Management Facility Management Reimbursable ServicesGoods & Services Sales

& Distribution

Business Support Cash Management & Treasury Property Management Real Estate Management Travel Management


Evolution of the HER solution: Our vision

Together with user groups like HERUG, SAP wants to work onfurther completing its solution. This includes inclusion ofcompletely new aspects into the focus as well as enhancingexisting functionality.

Part of this process for SAP is to present new developments anddiscuss development requests.

One example of where SAP is looking for further feedback is thetopic of validity of central accounting assumptionsn Company code as unit of balance

n Symmetry between revenue and expenditure processing


Overview


HERUG’s development requests – an overview and summary



HERUG development requests: Summary

Based on last years discussions, all requests ever communicatedto SAP have been collected in a spreadsheet. It includesn Initial year HERUG requested a development

n SAP response (to start with, from today's point of view for allexisting requests)

n Release information if a solution is available

n Key HERUG contacts for the request

From here on, HERUG is invited ton Check completeness

n Suggest enhancements to this overview

n Decide on ownership


HERUG development requests: Highlights

EA-PS1.10

developedPO parking1998

4.6CDevelopment started in 1999,solutions available on a ‚bycountry‘ basis since 2001

Multipleassignments

1998

EA-PS 2.0Initial development in1997/1998, replaced in 2000 byGrants Managementdevelopment

Grant Year1997

EA-PS1.10

Initial development in1997/1998, redeveloped in2002/2003

PositionManagement

1997

ReleaseStatusRequest titleYear ofrequest


HERUG development requests: Highlights(2)

EA-PS1.10

New derivation tool supportsdate dependent assignments.Documentation still an issue

FM accountassignmenthistory

1999

EA-PS1.10

CO enabled for fund &functional area.

CO reportenhancements

1999

EA-PS1.10

Rejected for immediatedevelopment due to impact onexisting customers.Group authorizations includednow.

General idea kept for futuredevelopment

Structural fundscenterauthorizations

1999

EA-PS 2.0Report Writer for FM wasrejected by SAP due to budgetapplication design.Available for BCS budgetingtool

Improved reportwritingfunctionality

1998



HERUG development requests: Highlights(3)

Not accepted for voting in 2000due to out-of-scope decision.New joint evaluation needed

Intellectualpropertymanagement

2000

EA-PS1.10

Available for Report Writerreporting. Possible with newBCS budgeting.No development for formerbudgeting system

Alternativereportinghierarchies

2000

Rejected due to high effort andmaintenance status.Suggested for new X-Appstechnology

Integration ofresources

2000

EA-PS1.10

Developments made in 2001and 2002. Needs evaluationfrom customers

Personal costplanningenhancements

2000



HERUG development requests: Future procedure

Timingn based on last two years experience, SAP takes decisions in the

March/April timeframe

n HERUG meetings therefore come too late to influence current yearplanning

n Ideally, first content ideas should be available to SAP in January

Cooperationn For all requirements with a legal base, cooperation with the SAP

country organization is vital, cooperation with country user groupsis recommended

n SAP would also like to find a platform for discussions important toSAP


Overview


HERUG’s development requests – an overview and summary



What is the ‚new‘ release?

n SAP Enterprise with EA-PS 1.10 is available since January 2003

n EA-PS 2.0 development close was April 16, the ramp-up phase willstart middle of September 2003, an unrestricted availability isforeseen for January 2004

n For Grants Management and Campus Management specifics, pleaserefer to the specialized agenda topics


What is included: Details

Funds Managementn As announced last year, EA-PS 1.10 includes all features of FI-FM and IS-PS

previously existingu Support for four master data account assignmentsu 3-level funds commitment documentsu Workflow for budget documentsu AVC with cover poolsu …

n 2 more master data account assignments, funded program and grant, havebeen added

n For the initial 4 master data account assignments, a subdivision intosubstrings is supported

n Budget Control System (BCS) as the new budget execution tool has beenrolled outu Support for true budget documentsu Flexible budget structure and user interfaceu Improved performance due to changed data model: No hierarchical data storageu Budget releases supported with EA-PS 2.0u Totals-based RIB supported with EA-PS 2.0u Multi-year AVC supported with EA-PS 2.0



Funds Management (cont.)

n The year-end procedure has been improved and adapted in multiplewaysu Carry-forward of open items and budgets for open items can now be run

together as one job, saving considerable timeu With EA-PS 2.0, carry-forward makes use of the derivation tool to allow

more flexible rules. Old rules can still be called from the derivation tool,reducing the effort necessary when upgrading

n Budget IDFrom EA-PS 2.0 on, Budget ID is a new and flexible way to reflectbudget execution spanning time stretches different than a fiscal yearu Budget ID is encoded in master data nomenclature, for example fundu No carry-forward needed when budget id is usedu Budgeting support (in BCS only) is not changedu AVC considers all budget for this account assignment, regardless of

fiscal year

n Budgetary ledgerWith EA-PS 2.0, budget transactions and commitments as recordedin FM in addition can be posted to G/L accounts enabling acompletely new way of reporting



Accountingn Applications have been enhanced to comply with GASB rules 34&35

(applicable to US Public Universities)u Fund & Functional area in Controlling and Asset Accounting

u Balanced document generation (Business Area and Fund) and legalreporting (balance sheet, P&L) based on Special Ledger

Human Resourcesn Account assignment infotypes have been adapted to enable

accounting compliance with GASB rulesu Fund & Functional area in infotypes

u Leading assignment for this scenario are the CO objects (funds center isderived)

n ->


Recruitment, TotalReward, Learning andDevelopment, etc.

Administration,Payroll, Time, LegalReporting, etc.

Strategic Alignment,Workforce Analysis,Benchmarking, etc.

Core Functions

Strategic

Analytic

Enablement

HR Public Sector

Collaborative Base

HR PS Localization,Position Budgeting &Control, etc.

KnowledgeManagement,Portals, MobileComputing, etc.

SAP HR Public Sector Solution Landscape


HR Public Sector

Country Independent

Position Budgeting & Control

Shift Management

Country Dependent

New -in process


HR Public Sector

Country Independent


Shift Management

Country Dependent



Available in Addon EA-HR 1.10 as restricted shipment for ramp-upcustomers .

Development located in Walldorf/Germany

Development areas include –

n Commitment Processor as an event triggered process that is running in thebackground (No additional input of data necessary)

n Usage of Personnel Cost Planning and Payroll Simulation to determinerequired budget for personnel expenditures

n Creation of encumbrances in Funds Management, Controlling, GrantsManagement

n In case of messages (e.g. missing budgets in Funds Management) during theprocess, a responsible user can be addressed via workflow. Depending onthe message, an individual responsible can be determined

n Processor has an open architecture, any module of the Processor can bereplaced

n Personnel Cost Savings/ Salary Savings


HR Public Sector

Country Independent


Shift Management

Country Dependent


SAP-LMU: a CDP based on HR Shift Planning

The university hospital is, in addition to Hospital Charite inBerlin, the biggest hospital in Germany:n 33 clinics, 9 institutes und 11 departments

n 2650 beds

n 480.000 medical treatments every year (ambulance &stationary)

n >9000 employees

ÿ among them ca.1500 nurses working in the clinic Großhadern

Installation of SAP R/3 – HR since 1996 on release 4.0B:


HR PS Shiftplanning



Logisticsn Versioning for POs was implemented in standard with R/3 Enterprise

1.10

n IBU to put stronger focus on EBP for further enhancements

Othern The IBU Media developed an Intellectual Property Management (IPM)

based on CRM 4.0 for their customer base. So far, no evaluation of fitfor the HER market has taken place.


OriginalContentCreation

Licensor Licensor/Licensee

Licensor/Licensee

License

Royalties

Use Content for MediaProducts

Sell Licensefor usageof Content

License

Royalties






- Composers- Authors- Actors- Photographer

Original ProductDevelopment /Content LicenseSales

Content PackagingSecondary Pro-duct Developmt.

License

Royalties

IP-Market-place

IP-Market-place

Content Value Chain


Acquisition:

-Service

-Rights

-License

Contracts

§1 BP

§2 IP/IP

R

§3 ...

IPM Components and Integration in mySAP.Com

Media Company

ProductDevelopmente.g M/PD (R/3 PS)

mySAP CRM

my SAP Financials, Billing Engine, BI, HR

IP Right 1

IP Right2

Service

StatementRoyalties

IP Right 1

IP Right2

Service

OutgoingRoyalties

A/RInvoiceProduct 1

Product2

License 1

IP Right 1Product 1

Product2

License 1

IP Right 1

IncomingRoyalties

Royalty Calculation

Business

Partner

Rights Holder

• IP (Rights)• License• Service

Intellectual

Properties License

ContentMgmt Sys

e.g Documentum

Rights

Inventory

IP ID1;IP Name; Content linkContract ID; IP Rights ‡Territory, Format, ‡Term ‡Options, Blocks

IP ID n: ….

createdAcquiredlicensed

soldblockedlicensed

in out

ProductSale

IP Rights

- Categories- Term - Runs

LicenseSale

IP Rights

- Categories- Term - Runs

LicenseBusiness

Partner

Licensee

ActualData

(Distributors,3rd Party)

Backup slidesHR in Public Sector


HR-PS Solution for United States

Developed and delivered in 4.0B for pilot customer. Available in standard

Developers located in Palo Alto and in Washington DC


n Non resident payroll (PY)n US saving plans (Benefits)n US Saving Bonds (Benefits)n EEO reporting (Reporting)n Cost distribution functionality (PY)n Sick leave donation (PT)n Deferred pay (PY)n Nature of Action Processing (PA)n EEO complaint tracking (PA)


HR-PS Solution for Germany

First HR-PS Solution developed and delivered in 1996 for pilot customerGerman Post. Available in standard

Developers located in Walldorf


n Additional Data on Basic Pay (PA, PY)n Family-Related Data, Child Allowance (PA, PY, Reporting)n Special Payments- Christmas and vacation bonus(PA, PY)n Deferred payment (PA, PY)n Service types (PA, PY, Reporting)n Supplementary Pension Fund (PA, PY, Reporting)n Official Housing (PA, PY)n Rehabilitants (PA, PY)n Pension payment (PA, PY)n Leave, maternity and sick pay (PA, PT, PY)n Partial retirement (PA, PY, PT)n Public Sector Statistics (PA, PY, Reporting)n Interface KIDICAP


New Development ‚Versorgungsadministration‘

First Solution developed and delivered in April 2003 for pilot customerGerman Post. Start with availability for 4.6C as add-on.

Developers located in Walldorf, Singapore, Bangalore, Palo Alto


pension administration for German public servants

process workbench engine

pension adjustment for German public servants

notifications via smart forms

pension payroll for German public servants

all rules regarding to German law


HR-PS Solution for Australia

Developed and delivered in October 1999 for pilot customer. Available instandard

Developers located in Singapore


n Higher duty allowance (PA, PY)n Superannuation (PA, PY)n Tax (Reporting)n Ad-hoc payment (PA, PY)n Increments (PA, PY, Reporting)n Equity and diversity (PA, Reporting)n Termination and redundancy module (PT)n Leave advance payment (PA, PY)n Long Service Leave payment (PA, PY)n Prior service (PA, PT, PY)n Leave processing (PA, PT, PY)


HR-PS Solution for United Kingdom

Available in standard

Developers located in Walldorf, Nice and UK.


n Multiple Employment (PA, PY)

n OSP/OMP (PY)

n Interface to HESA (Higher Education Statistical Agency) (Reporting)

n Car mileage calculation (PA, PY, Reporting)


HR-PS Solution for France

Available in standard.

Developers located in Nice


n Administrative Position (PA)

n Flexible part time schemes (PA, PY)

n Seniority calculation and Promotion (PA, PT, PY)

n HR PS payroll France


HR-PS Solution for Singapore

First delivery made in October 1998. Available in standard.

Developers located in Singapore


n PS Payroll Singapore (PA, PY)n Personnel particulars (PA)n Leave schemes (PT, PY, Reporting)n PS efficiency bar (PA, PY)n Letter of appointment (PA, Reporting)n Staff suggestion scheme (PA, Workflow, Reporting)n Cabinet CV (Reporting)n Bonus payment (PY, Reporting)n Pension (PA, Reporting)


HR-PS Solution for Austria

Available in standard.

Developers located in Walldorf


n Social Insurance calculation (PA, PY, Reporting)

n Public Sector Payroll (PY)

n Pension Increments (PA, PY, Reporting)

n Advanced Payments (PA, Reporting)

n Higher Duty Allowance (PA, PY)


HR-PS Solution for Belgium

Controlled availability from 4.6C as add-on.

Developers located in Nice

Partner development taken over into standard


n Seniority calculation and promotion process

n Masterdata for Belgium payroll


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herug 2003 development status - mit - …web.mit.edu/her/olemiss03/dev_status.pdfpayroll accounting...

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