Manuel Gallardo is a former SAP platinum consultant and has been working on SAP ERP HCM implementations since 1994. He is the director of HCM consulting at /N SPRO and serves as a content advisor for HR Expert. With expertise in SAP ERP HCM enterprise architecture, time management, and SuccessFactors Employee Central, Manuel frequently speaks at domestic and international conferences.

Get the information you need to configure and enhance CATS functionality

Acknowledgments ... 17

1. Introduction ... 21

1.1 What This Book Discusses ... 21

1.2 Introduction to the Cross-Application Time Sheet ... 22

1.3 Brief Technical Overview ... 26

1.4 Integration Overview ... 27

1.5 System Enhancements ... 29

1.6 Summary ... 30

PART I CATS Functional Processes

2. Master Data Foundations for CATS Processes ... 33

2.1 Master Data for Human Resources ... 34

2.2 Master Data for Finance and Controlling ... 53

2.3 Master Data for Plant Maintenance and for Customer Service ... 71

2.4 Master Data for Materials Management (External Services) ... 80

2.5 Master Data for SAP Project System ... 90

2.5.4 CATS and Project System Transfer ... 97

2.6 Summary ... 98

3. Time Entry ... 99

3.1 Individual Time Registration through the On Premise (Backend) System ... 100

3.2 Mass Time Registration through the On Premise (Backend) System ... 106

3.3 Individual Time Registration through the Portal (Frontend) ... 109

3.4 Mobile Time Registration ... 111

3.5 Summary ... 117

4. Time Entry Release Process ... 119

4.1 Activating the Release Process ... 119

4.2 On Premise (Backend) Release Process ... 121

4.3 Web Interface Release Process ... 123

4.4 Summary ... 127

5. Approval Process ... 129

5.1 Approval from the On Premise Side (Backend System) ... 129

5.2 Approval from the Online Side (Frontend System) ... 135

5.3 Summary ... 146

6. Transferring Time Entries ... 147

6.1 Configuration ... 147

6.2 Standalone Transfer into Individual SAP Components ... 150

6.3 Mass Transfer Program ... 157

6.4 Scheduling a Batch ... 159

6.5 Reorganizing Interface Tables ... 160

6.6 Reporting ... 162

6.7 Summary ... 166

7. Enabling Workflow ... 167

7.1 Introduction to Standard Workflow ... 168

7.2 Basic Configuration ... 169

7.3 Configuring a Standard Workflow in an SAP ERP HCM Process ... 172

7.4 Notifications ... 180

7.5 Configuring a Substitution Rule ... 182

7.6 Troubleshooting ... 185

7.7 Summary ... 189

8. Authorizations ... 191

8.1 Authorization Groups ... 192

8.2 Restricting Access to a Determined Data Entry Profile and/or for Personnel ... 194

8.3 Authorization for Reporting in CATS ... 196

8.4 System Authorizations for Working with CATS Regular Version ... 196

8.5 Summary ... 197

9. Reporting ... 199

9.1 Frontend Reporting ... 199

9.2 Backend Reporting ... 204

9.3 General Reporting ... 208

9.4 Reorganizing the Time Sheet ... 211

9.5 User-Linking to Employees ... 212

9.6 Reporting in Common SAP Components ... 215

9.7 Auditing the Process and the Master Data ... 216

9.8 Summary ... 231

PART II CATS Configuration

10. Configuring the Cross-Application Time Sheet ... 235

10.1 Customizing the CATS Data Entry Profiles ... 237

10.2 Customizing the CATS Fields ... 254

10.3 Customizing CATS for Web-Enabling ... 257

10.4 Additional CATS Customizing ... 263

10.5 Recording Working Time through SAP Fiori ... 269

10.6 Summary ... 284

11. Additional Functionality for SAP ERP HCM Users ... 285

11.1 SAP ERP HCM Integration Configuration Steps ... 286

11.2 HR-Enabled CATS Technical Requirements ... 293

11.3 Troubleshooting ... 296

11.4 Summary ... 296

12 CATS Approval Configuration ... 297

12.1 Customizing the Approval Determination Logic ... 298

12.2 Customizing the Approval User Interfaces ... 306

12.3 Summary ... 311

13 CATS Performance and Support Tools ... 313

13.1 CATS Performance ... 313

13.2 Support Tools ... 321

13.3 Summary ... 325

14 Actual Labor Costing ... 327

14.1 Options for Calculating Labor Costs ... 327

14.2 Implementing Your Labor Rate Calculation ... 330

14.3 Select the Right Costing Variant ... 347

14.4 Summary ... 348

PART III CATS Enhancements

15 Deploying User Exits and BAdIs to Enhance CATS ... 353

15.1 Enhancements for the Time Entry Process ... 354

15.2 CATS Enhancements for Concurrent Employment ... 373

15.3 Enhancements for CATS for Service Providers ... 375

15.4 Enhancements for CATS Regular WDA ... 378

15.5 Approvals, Workflow, and Reporting Enhancements ... 386

15.6 Summary ... 394

16 Importing and Extracting CATS Data ... 395

16.1 Introduction to BAPIs ... 396

16.2 Analysis of the Time Sheet Manager Business Object ... 398

16.3 Techniques for Building a Time Interface ... 404

16.4 Tools for Extracting CATS Data ... 411

16.5 Summary ... 413

17 Enhancing the CATS Web Dynpro ABAP Applications ... 415

17.1 Floor Plan Manager ... 416

17.2 Customizing the User Interface ... 417

17.3 Application Configuration ... 418

17.4 Component Configuration ... 424

17.5 Enhancement Implementations ... 426

17.6 Summary ... 430

Appendices ... 431

A. Further Resources ... 433

A.1 Useful Reference Material ... 433

A.2 Commonly Used Transactions ... 434

A.3 SAP Reference Documentation on SAP Fiori ... 436

A.4 Further Enhancements via Enabling Enhancement Packages ... 438

B. Frequently Asked Questions ... 443

C. The Authors ... 449

Index ... 451