The Training and Event Management component has a wide range of powerful functions to enable you to plan and manage all kinds of business events from training events to conventions simply and efficiently. Its flexible reporting and appraisal functions provide you with important decision support feedback to ensure that the business events you offer are both high quality and effective. Training and Event Management is an integral part of SAP HR and has interfaces to all of the relevant SAP application components, making it a basis for extending and updating your employees’ skills and knowledge. Integration with Personnel Development lets you convert training proposals directly into bookings for employees with qualification deficits or needs.
Contents of this SAP Training and Event Management guide
Training and Event Management (PE) 11
Training and Event Management (PE)……. 12
Dynamic Menus.. 16
User-Specific Settings………. 19
Structure Access/General Overview… 23
Internal and External Number Assignment …………. 24
Switching the Selection Screen On and Off ……….. 25
Object Maintenance in the Dynamic Menus ……………. 26
The Dynamic Business Event Menu …….. 29
The Dynamic Attendance Menu…………… 31
Dynamic Information Menu .. 33
The Dynamic Planning Menu………………. 36
The Dynamic Tool Menu…… 37
Dynamic Resource Menu….. 39
Master Data Catalog ………… 40
Working with the Object Manager …………. 42
Object Manager 44
Finding/Selecting Objects ………………. 46
Using Search Tools……… 47
Using Search Variants …. 49
Configuring Columns …… 50
Business Event Preparation… 51
Current Settings ………………. 52
Defining Cost Items……… 53
Defining a Time Schedule………………. 55
Setting Up a Building Address ………… 56
Creating a Location……… 57
Creating an Organizer….. 59
Creating a Company.. 60
Creating Organizational Units…….. 62
Creating an Attendee…… 64
Creating a Company.. 65
Creating Organizational Units…….. 67
Business Event Group ……… 69
Creating a Business Event Group …… 71
Business Event Type ……….. 73
Creating a Business Event Type …….. 79
Resource Type. 81
Creating a Resource Type……………… 84
Creating a Room…………. 85
Creating an Instructor ….. 87
Creating Other Resources ……………… 89
Master Data Catalog ………… 91
Changing/Displaying Objects………….. 93
Business Event Catalog ……… 94
Business Event Dates ………. 96
Creating a Schedule ….. 100
Creating a Business Event Date Without Resources …………… 103
Resource Reservation in Training and Event Management ….. 105
Material Procurement ……………… 106
Creating a Business Event Date with Resources . 108
Selecting Resources 111
Displaying a Business Event Date…. 113
Changing a Business Event Date ….. 114
Business Event Date Planning………. 115
Planning a Business Event Date . 119
Demand Determination……………. 122
Determining Demand………….. 124
Lock/Unlock Business Events……….. 125
Locking a Business Event………… 126
Unlocking a Business Event …….. 127
Lock/Unlock Resources 128
Locking a Resource. 129
Unlocking a Resource……………… 130
Multi-Session Event/Convention……. 131
Management of Multi-Session Events and Conventions….. 132
Business Event Brochure… 134
Activity Allocation and Billing……………… 136
Billing…………. 137
Billing Business Events. 141
Creating Credit Memos . 143
Internal Activity Allocation .. 144
Performing Activity Allocation for Attendance Fees……………… 146
Performing Activity Allocation for Instructor Function …………… 148
Business Event Costs …….. 150
Cost Transfer Posting in Cost Accounting …………….. 152
Transferring Costs …….. 156
Price Proposal………………. 157
Calculating a Price Proposal…………. 161
Budgeting ……. 162
Creating a Budget Structure …………. 164
Generating a Budget Structure ……… 165
Displaying a Budget Structure ………. 166
Changing a Budget Structure………… 167
Creating Subordinate Budget Units …………….. 169
Deleting a Budget Structure……… 170
Assigning a Financing Unit ………. 171
Overwriting a Budget Value……… 172
Changing Budget Values (Revaluing) …………. 173
Copying a Budget Structure………….. 175
Checking a Budget Structure………… 176
Releasing a Budget Structure……….. 177
Carrying Forward a Budget Structure ………………. 178
Carrying Out a Budget Comparison.. 179
Day-To-Day Activities ……….. 180
Attendee Types ……………… 181
External Person ………… 182
Company.. 183
Creating an Attendee ……… 184
Displaying/Changing Attendee Data …… 185
Booking Priorities …………… 186
Checks for Individual Attendees…………. 188
Checks for Group Attendees……………… 190
Book Attendance……………. 191
Booking Attendance…… 194
Booking Multiple Attendees for a Business Event 197
Booking an Attendee for Multiple Business Events ……………… 199
Attendance Prebooking…… 200
Prebooking Attendance. 202
Prebooking Multiple Attendees for a Business Event Type…… 204
Prebooking an Attendee for Multiple Business Event Types…. 206
Attendance Rebooking……. 207
Rebooking Attendance.. 208
Attendance Cancellation …. 209
Canceling Attendance… 210
Replace Attendance……….. 212
Replacing Attendance… 214
Correspondence……………. 216
Manual Output of Correspondence… 217
Outputting Correspondence Manually…………. 219
Correspondence History ………………. 221
Recurring Activities ………….. 223
Business Event Cancellation……………… 224
Canceling a Business Event …………. 226
Firmly Book Business Event ……………… 227
Firmly Booking a Business Event ….. 229
Business Event Follow-Up . 231
Following Up a Business Event …….. 233
Appraisals…… 234
Business Event Appraisals …………… 236
Appraising a Business Event……. 237
Attendee Appraisal…….. 239
Appraising an Attendee …………… 240
Reports for Appraisals .. 242
Attendee Appraisals (Report RHXEVALP) …… 243
Business Event Appraisals (Report RHXEVALV) …………… 246
Reports in Training and Event Management………….. 249
Reports in Training and Event Management …………. 250
Dynamic Information Menu…………… 253
Reports for Attendance. 256
Attendee List (Report RHTEILN0) ………………. 258
Attendance List (Report RHXTEILA) …………… 260
Employee List (Report RHEMPL00)……………. 262
Bookings per Attendee (Report RHBUCH00).. 264
Attendee’s Training History (Report RHTHIST0)…………….. 266
Attendance Prerequisites (Report RHKVOR00)……………… 268
Qualifications of an Attendee (Report RHQALIF0)………….. 270
Prerequisites Matchup (Report RHQANF00) .. 272
Attendee Appraisals (Report RHXEVALP) …… 274
Prebookings per Business Event Type (Report RHVORM00) ……………. 277
Prebookings per Attendee (Report RHPREBO0)……………. 279
Attendees to Be Rebooked (Report RHUMBU00) ………….. 281
Attendance Statistics (Report RHKURS20)….. 283
Attendance and Sales Statistics (Report RHKURS30) ……. 285
Cancellations per Business Event (Report RHSTOR00) …. 287
Cancellations per Attendee (Report RHSTOR10)…………… 289
Budget Comparison (Report RHBUDG00) …… 291
Reports for Resources .. 293
Resource Equipment (Report RHRESA00)….. 295
Resource Reservation (Report RHRBEL00) … 297
Instructor Information (Report RHSSREF0) …. 299
Graphical Resource Reservation (Report RHRBEL10)……. 301
Available/Reserved Resources (Report RHRFRE00) ……… 303
Resource Reservation Statistics (Report RHRESO00)……. 305
Resources Not Yet Assigned per Resource Type (Report RHORES00) 307
Reports for Business Events…………. 309
Business Event Demand (Report RHKBED00)………………. 311
Business Event Schedule (Report RHABLAUF) …………….. 313
Business Event Appraisals (Report RHXEVALV) …………… 315
Business Event Hierarchy (Report RHXCGRP0) ……………. 318
Attendance Statistics (Report RHKURS20)….. 320
Business Event Brochure (Report RHKBRO00)……………… 322
Business Event Information (RHSEMI60) ……. 326
Business Event Dates (Report RHKBRO10)… 328
Resource List per Business Event (Report RHERES00) …. 330
Resources Not Yet Assigned per Business Event (Report RHXORES1) ………………. 332
Material Requirements per Business Event (Report RHMARP00) ……… 334
Business Event Prices (Report RHKBRO20) .. 337
InfoSet: Business Event Information…… 339
Tool Reports.. 341
Material Requirements per Business Event (Report RHMARP00)…………… 342
Reference Documents in Training and Events (Report RHREFDOC0) ……. 345
Workplace Reports…………. 348
Instructor Scheduling (Report RHXSSREF) ……… 349
Infotypes in Training and Event Management………… 351
Prices (Infotype 1021) …….. 352
Availability Indicators (Infotype 1023) …. 353
Capacity (Infotype 1024) …. 356
Depreciation Meter/Validity (Infotype 1025)…………… 358
Business Event Info (Infotype 1026) …… 359
Site-Dependent Additional Info (Infotype 1027)……… 360
About the Address Infotype (1028) …….. 361
Business Event Type Info (Infotype 1029) …………….. 363
Procedure (Infotype 1030) . 365
Mail Address (Infotype 1032) …………….. 366
Name Format (Infotype 1034)……………. 367
Schedule (Infotype 1035) … 368
Costs (Infotype 1036)……… 369
Billing/Allocation Info (Infotype 1037)….. 370
Schedule Model (Infotype 1042) ………… 371
Demand (Infotype 1060) …. 373
Web Link (Infotype 1061) … 375
Knowledge Link (Infotype 1062)…………. 376
Business Event Group Info (Infotype 1063) …………… 377
Web Applications in Training and Event Management …………….. 378
Employee Self-Service (ESS) in Training and Event Management ……………… 379
Service Training Center ….. 380
Displaying and Editing the Training Center ………. 382
Displaying and Editing the Shopping Basket…….. 383
Service My Bookings………. 384
Displaying and Editing My Bookings. 386
Service List of Events……… 387
Displaying the List of Events…………. 390
Service Book Attendance… 391
Booking Attendance…… 394
Service View Attendance … 395
Viewing Attendance …… 398
Service Cancel Attendance 399
Canceling Attendance… 402
Internet Application Component Calendar of Events 403
Displaying the Calendar of Events……… 406
Internet Application Component Book/Prebook Attendance ……. 407
Booking/Prebooking Attendance………… 410
Internet Application Component Booked Events …… 411
Displaying Booked Events . 414
Internet Application Component Cancel Attendance 415
Canceling Attendance …….. 418
ALE Business Processes in Training and Event Management …. 419
ALE Business Processes in Training and Event Management …. 420
Business Event Attendees: Contact Persons ………… 421
Business Event Attendees: Customers.. 423
Activity Allocation in Training and Event Management……………… 425
Activity Allocation in Training and Events: Attendance Fees…. 426
Business Process Flow of Activity Allocation for Attendance Fees……… 429
Performing Activity Allocation: Attendance Fees ……….. 431
Checking Activity Allocation: Attendance Fees ………….. 432
Activity Allocation in Training and Events: Instructor Function. 433
Business Process Flow of Activity Allocation for Instructors ………………. 436
Performing Activity Allocation: Instructor Function……… 438
Checking Activity Allocation: Instructor Function ……….. 439
Business Event Billing…….. 440
Business Process Flow of Billing Business Events ……………… 444
Performing Business Event Billing………………. 446
Checking Billing of Business Events …………… 447
Canceling Billing Documents……. 448
Cost Transfer Posting in Training and Event Management ……….. 449
Business Process Flow of Transfer Posting of Event Costs….. 452
Performing Cost Transfer Posting ………………. 454
Checking Cost Transfer Posting.. 455
Material Order in Training and Event Management… 456
Business Process Flow of Material Order…………. 459
Ordering Material ….. 461
Checking Material Order………….. 462
Workflows in Training and Event Management ……… 463
Error Handling in Correspondence ……… 464
Approval of Employee’s Attendance Booking ……….. 466
Employee’s Attendance Cancellation ….. 468
Approve Employee’s Attendance Rebooking ………… 470
Room Reservation Management (PE-RPL)…………….. 473
Room Reservation Management (PE-RPL)…………….. 475
Room Reservations………… 477
Setting Equipment Restrictions……… 478
Creation of Room Reservations…….. 479
Creating a Room Reservation ….. 480
Firmly Booking a Room Reservation …………… 482
Moderator…………….. 483
Attendees…………….. 485
Booking Other Attendees ……. 487
Creating Individual Attendees 488
Find Room Reservations ……………… 489
Finding a Room Reservation ……. 490
Displaying a Room Reservation…….. 491
Changing a Room Reservation……… 492
Creation of Room Reservations by Copying……… 493
Copying a Room Reservation…… 494
Room Reservation Rebookings …….. 495
Rebooking a Room Reservation.. 496
Room Switches …………. 497
Switching Rooms ….. 498
Deletion of Room Reservations …….. 499
Deleting a Room Reservation…… 500
Resource Locking/Unlocking ………… 501
Locking Resources .. 502
Unlocking Resources………………. 503
Reporting for Room Reservation Management …. 504
Displaying an Attendee List ……… 505
Printing Name Tags. 506
Displaying Available Rooms …….. 507
Displaying All Rooms………………. 508
Displaying Reserved Rooms ……. 509
Services……… 510
Reporting for Services .. 511
Displaying Lunch Totals per Room……………… 512
Displaying Lunch Totals per Lunch Period…… 513
Displaying Rooms to Be Supplied ………………. 514
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