Maintain Process Templates

In this IMG activity, you maintain

process templates . Process templates are flexible:

You can use a given template for multiple cost objects. During valuation, a search strategy determines dynamically which process template is used.
You can define methods with which you can dynamically determine the processes during valuation.
With formulas, you can determine the quantity of a process used by a cost object.
If individual processes apply only to certain cost objects, you can activate or deactivate them using methods. Valuation of the process template uses active items only.
For cross-period orders, you can allocate the individual processes at times when they are actually used. This is necessary in order to allow a correct calculation of WIP (work in process) because processes are not confirmed by period during plant data collection.
You can define a process sequence required in multiple process templatesonce and then use it again as a sub-template.

Layout of a process template

A process template consists of rows (items) and columns. The columns include:

Either you predefine the values in the columns or you define mathematical formulas and methods, the values of which are determined dynamically by the R/3 System during the valuation of the template.


To create a process template, you must define business processes. To use custom functions, you must create them in the "Maintain Environment" IMG activity. For some functions, you must maintain statistical key figures, material master records, bills of material, routings, or other objects.


To maintain a process template, you have to edit an initial screen and an overview screen, from which you branch to different editors.

Initial screen

1. Enter the name of the process template which you want to create or process.
2. Enter the environment of the process template (such as cost object category).

Overview screen

1. Give a name to a new process template.
2. Select the category of the item.
3. Give a name to the item.
4. Specify the object (for example, process) depending on the item category you specified. As an object for the category "process", you can either predefine a process or allow the R/3 System to determine it dynamically during valuation.
5. For items of the "Process" category, specify how often it is used by the cost object. You can either specify this quantity as a constant value allow the R/3 System to determine it dynamically during valuation.
6. Determine the preconditions that activate the item.
To activate an item you can predefine the values "active" or "inactive" or define a method which returns "active" or "inactive" during valuation.
7. Determine the allocation event.

Further notes

For detailed documentation on maintaining the process template, see the extended help for the maintenance transaction.