SAPPLM - MySAP Product Lifecycle Management (MySAP_PLM) Overview

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Participant Handbook Course Version: 2005 Q2 Course Duration: 2 Day(s)

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mySAP Product Lifecycle Management

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mySAP Product Lifecycle Management (mySAP PLM) Overview

Copyright Copyright © 2005 SAP AG. All rights reserved. No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP AG. The information contained herein may be changed without prior notice. Some software products marketed by SAP AG and its distributors contain proprietary software components of other software vendors.

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About This Handbook This handbook is intended to complement the instructor-led presentation of this course, and serve as a source of reference. It is not suitable for self-study.

American English is the standard used in this handbook. The following typographic conventions are also used.

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Words or characters that appear on the screen. These include field names, screen titles, pushbuttons as well as menu names, paths, and options.

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Description

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© 2005 SAP AG. All rights reserved.

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Also used for cross-references to other documentation both internal (in this documentation) and external (in other locations, such as SAPNet).

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About This Handbook

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Contents Course Overview ............................................................................. vii

Unit 1: Introduction ............................................................................1 Introduction and Overview................................................................... 2

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Unit 3: Program and Project Management.............................................. 51 Program and Project Management....................................................... 52

Unit 4: Life-cycle Data Management ..................................................... 81 Life-Cycle Data Management ............................................................. 82

Life-cycle Collaboration ................................................................... 108

Organizational Units and Technical Objects ........................................... 123 Maintenance Processing ................................................................. 138 Customer Service.......................................................................... 161 Preventive Maintenance .................................................................. 175

Unit 7: Quality Management ..............................................................189 Quality Management in the Product Life Cycle ........................................ 190 Quality Management in the Supply Chain .............................................. 203

Unit 8: Environment, Health and Safety ................................................235 mySAP PLM EH&S: Overview and Basic Functions.................................. 237 Selected Functional Areas of mySAP PLM EH&S .................................... 254

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Unit 6: Asset Life-Cycle Management ..................................................121

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Unit 5: Life-Cycle Collaboration..........................................................107

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Logon and Screen Design ................................................................. 20 Calling Functions ........................................................................... 30 Getting Help ................................................................................. 39

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Unit 2: Navigation ............................................................................ 19

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Course Goals.................................................................................vii Course Objectives ...........................................................................vii

Contents

Appendix 1: Appendix

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...................................................................293

Glossary .......................................................................................295 Index ............................................................................................297

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Course Overview This course provides an overview of the basic functions of mySAP Product Lifecycle Management (mySAP PLM). It gives you an overview that allows you to participate effectively in decision-making during the implementation of mySAP PLM. You will also gain an overview of the key functional areas of mySAP PLM:

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Program and Project Management Life-Cycle Data Management Life-Cycle Collaboration Asset Life-Cycle Management Quality management Environment, Health & Safety

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Target Audience This course is intended for the following audiences:

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Decision-makers and managers Project managers and project teams implementing mySAP PLM

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Course Prerequisites Required Knowledge

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Basic knowledge of business processes Knowledge of product development or the operation of assets Experience of graphical user interfaces (for example, Microsoft Windows)

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Course Goals This course will prepare you to: • •

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Participate effectively in decision making during an implementation of mySAP PLM Understand the basic functions of mySAP PLM


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Course Overview

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Course Objectives After completing this course, you will be able to: • •

Name and describe the key functional areas of mySAP PLM Outline the key functional areas of mySAP PLM

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The information in this course pertains to the following SAP Software Components and releases:

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Unit 1 Internal

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Introduction Unit Overview

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This unit provides a short overview of mySAP PLM. It answers the following questions: “Was is PLM?”, “what does PLM have to offer?” and “what functions are included in PLM?”

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Unit Objectives After completing this unit, you will be able to:

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Describe mySAP PLM as a complete solution List the key functional areas of mySAP PLM

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Lesson: Introduction and Overview.................................................. 2

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Unit 1: Introduction

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Lesson: Introduction and Overview Lesson Overview This lesson provides a short overview of mySAP PLM. The following questions:

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What is mySAP PLM? What does mySAP PLM have to offer? What are the key functional areas of mySAP PLM?

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Describe mySAP PLM as a complete solution List the key functional areas of mySAP PLM

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After completing this lesson, you will be able to:

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What do leading companies have in common? Naturally, a range of factors determine a company's success. Low costs and high productivity (compared with competitors) are certainly a success factor. However, other factors have recently come to the fore: close customer contact, optimized production and leadership in product development and maintenance. The graphic below, entitled “mySAP Business Suite Solutions”, brings together these three factors.

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mySAP Business Suite Solutions

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Your company produces pumps (for example) or technical assets that contain pumps. These machines or systems must be changed or even redesigned and produced specifically for individual customers. Once a machine is delivered to a customer, product development is completed but the life cycle is not. From your point of view, service processing now starts for the product you sold. From your customer's point of view, the maintenance work starts at this point. In this part of the life cycle, the customer still expects support from your company.

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Lesson: Introduction and Overview

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The second point, optimized production, is covered by the mySAP Supply Chain Management (mySAP SCM) solution. This solution deals with the smooth running of individual production processes and, at the same time, the optimization of parallel processes across individual production locations.

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The first point, close customer contact, is covered by the mySAP Customer Relationship Management (mySAP CRM) solution. This solution places the focus on close, long-term business relationships with customers.

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Figure 1: mySAP Business Suite Solutions

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The third point, leadership in product development and maintenance, is where mySAP Product Lifecycle Management (mySAP PLM) comes in. In a highly competitive environment, fast product launches ensure a competitive advantage. Another benefit is standing out from the competition: Innovation in product development creates unique selling points. If you succeed in involving customers in all aspects of product development at an early stage, not only do customers get what they want, but there will also be fewer change processes later. The mySAP PLM solution supports you in all of these points and in all aspects that affect the service and maintenance of your products.


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In developing R/3 PDM (Product Data Management), SAP built upon and added to the existing functions for the planning, optimization and execution of business processes to include new areas of activity and groups of users in product development. The task of traditional PDM systems was originally to act as an interface between technical and business information processing systems, linking CAx systems on the technical side to procurement and production on the business side. As a result, PDM systems concentrated exclusively on development. However, this delimitation is now outdated. Most companies are no longer prepared to invest time and money in the interface between development and engineering on the one hand and operative areas (such as production, sales and distribution, and services) on the other. Seamless integration between these applications makes far more sense. The graphic entitled “Development of the System Landscape” shows the problems arising from previous solution efforts.

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The mySAP PLM solution is part of the mySAP Business Suite. SAP NetWeaver provides the technical basis for the mySAP Business Suite. This means that all of the SAP NetWeaver functions are also available with the mySAP PLM solution.

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Figure 2: mySAP Business Suite


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Figure 3: Development of the System Landscape

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In the traditional product development process, the initiative for product development starts in the sales area, with customers and the Marketing department agreeing on specifications and requirements. The development department can then start the actual process of product development. The information flows in one direction only. If the Development department has suggestions for improvements or changes, the Marketing department and customers are not kept informed in the traditional model. The process continues as follows: After development close comes production, then delivery and, finally, maintenance. The information continues to flow sequentially in one direction only. Changes are not communicated to other persons involved. If you adhere to this process, you cannot be certain that customers will get the product or service they want. Furthermore, this process does not correspond to any real product development process because different departments actually develop and produce in parallel and work interdependently rather than in sequence. The graphic entitled “Traditional Product Development Process” shows this sequential information flow.

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In the Internet age, this traditional product development process has long become obsolete. The traditional division between internal and external users along the supply chain needs to be overcome using many forms of direct cooperation. “Collaboration” is the key concept here. This requires the participation of all persons who need to be involved in completing a specific task, wherever they are and no matter what company they work for. The Internet plays a central role in this as it provides the key technology for global networking. The number of cross-company scenarios and processes that use the Internet is growing each day.

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Figure 4: Traditional Product Development Process

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Figure 5: From the Sequential Process to the “Collaborative Network”


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The goal of mySAP PLM is to support the entire product life cycle. Starting with product development, the product data that is created is re-used for all downstream processes. An integrated product development process that takes this into account goes beyond existing attempts at solutions in product development. It allows you to involve customers and suppliers equally in an extended supply chain for product development (engineering supply chain). mySAP Product Lifecycle Management (mySAP PLM) does exactly what its name implies.

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Product-related and project-related data has no departmental boundaries. It occurs throughout all phases of the product life cycle, from the creation of the first specification to when an as-maintained structure is changed after a service has been performed. This data is used and changed continuously by various users along the supply chain. This is why mySAP PLM supports product design and change processes throughout all life-cycle phases (see the graphic entitled “mySAP Product Lifecycle Management”). It is a common misconception that it is sufficient to ensure that development has access to all current product-related data. With change processes in particular, you need to consider that each change affects material requirements and procurement elements, as well as stock. As soon as you define validity parameters and release changes, you need to consider these factors. You need a solution that supports controlled modifications in downstream processes (for example, production orders) that have already begun.


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However, product lifecycle management means more than just optimization of the production development process. The life cycle of a product does not end with delivery to a customer. Maintenance of the delivered products on the customer's behalf is also part of the life cycle, and many companies take orders from their customers do this. This part of the life cycle is also covered by mySAP PLM.

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Another problem with traditional PDM systems is that their field of focus is too narrow. They concentrate only on the product or even on CAD models alone, and ignore the complexity of a development process. New developments are neither started nor completed in the CAD system. Even before the first line is drawn, other activities take place: Market studies, customer surveys and development requests provide information on which new developments look promising. Portfolio and project analyses show which of the projects competing for limited internal resources are of particular importance to your company or have the best chances of success. Once the project charter has been defined and a budget has been approved, a schedule is set up and resources are planned. Large numbers of documents, such as marketing plans, logs and specifications, have to be managed. A functional structure gives development and engineering additional general conditions for fulfilling their tasks.

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Figure 6: mySAP Product Lifecycle Management

Description of mySAP PLM mySAP Product Lifecycle Management supports your company in product development, maintenance of assets and service processing for your products. To ensure your company's success, the right products must be offered at the right time and at the right cost. mySAP PLM makes this possible. The right products have the features your customers want. This requires a coordination process between you and your customers from the start of development. You need to ensure that both

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partners can access the same documents. The product must go on the market or be ready for the customer at the right time. Delays increase your costs and make you uncompetitive. However, subsequent changes to the product are another cause of higher costs. Early coordination with your customers and early involvement of suppliers and development partners can minimize the need for changes. For service processing, preventive maintenance can reduce costs. In the case of asset operation and service processing, as with product development, early involvement of customers and subcontractors reduces your costs and increases profitability.

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A special pump is just one example of a product for which services can be offered after it has been developed, produced and delivered. You produce this special pump, adjust it to the customer's requirements (for example, the special pump could be adjusted to suit specific climate conditions in Alaska) and deliver it to your customer. You then sign a maintenance contract with your customer, for example to carry out regular inspections.

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mySAP PLM is, above all, a complete solution. Not only does it cover the life cycle in terms of offering a product or operating an asset. mySAP PLM is also designed for providers of complete solutions. These start with customer-specific product development, include production and delivery of the product, and end with service activities that take place while the customer is using the product. The graphic entitled “mySAP PLM, the Complete Solution for Product and Asset Management” illustrates these points of view and also the overall view.

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Figure 7: What is PLM?


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Figure 8: mySAP PLM, The Complete Solution for Product and Asset Management

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Program and Project Management Life-Cycle Data Management Life-Cycle Collaboration Asset Life-Cycle Management Quality Management (QM) Environment, Health and Safety (EH&S)

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The mySAP PLM solution comprises six key functional areas (see the graphic entitled “Key Functional Areas of mySAP PLM”): These are:

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In this course, each key functional area is covered in a separate unit. The examples shown are used in several units and illustrate how the key functional areas are integrated. Each area naturally has its own main points also.

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Asset Life-Cycle Management allows you to plan and execute asset maintenance. This includes the procurement of maintenance materials and spare parts. You can also use it to plan and execute the shutdown of assets. However, mySAP PLM Asset Life-Cycle Management is aimed not only at asset operators, but also at the providers of complete solutions who offer services as well as products.

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Life-Cycle Collaboration is a new area within mySAP PLM but it is of particular importance. Since product development does not only take place within one company, Life-Cycle Collaboration has been developed to support a whole range of development partnerships. Life-cycle collaboration is concerned with common access to and easy exchange of design and product information, for example, between your company, development partners, vendors, and, not least, customers, throughout the entire life cycle of the product.

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Life-Cycle Data Management is the basis for all objects concerned with product development or asset management. It is particularly useful for managing documents within a company. Document management allows versioning of documents and is integrated into all the main CAD systems. Master data for all areas of the supply chain, such as material master records, all forms of BOMs and task lists, are also maintained here. The management of changes during development and production and the configuration of multivariant products also belong to Life-Cycle Data Management.

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Program and Project Management is an integral part of product development. It provides tools for structuring and supports planning of resources and dates. Networks and milestones are tools for monitoring dates. In addition, Program and Project Management has a range of reporting options for monitoring costs and profits during product development.

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Figure 9: Key Functional Areas of mySAP PLM

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Quality Management is another key functional area of mySAP PLM. Outstanding product quality is another key asset that can help you differentiate your company from its competitors. For example, you can improve the quality of your services directly. Quality Management provides quality notifications and Claim Management for this purpose.

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mySAP PLM combines several benefits that give your company a competitive edge (see the graphic entitled “Benefits of mySAP PLM for Your Company”). You reduce your costs, for example, by effective cost monitoring in projects or by reducing your own maintenance costs or those of your customers. You achieve higher productivity by allowing your customers and partners to access the same information. You also achieve higher productivity by launching new products faster. Customer satisfaction is a competitive advantage that is not to be underestimated. Thanks to early and ongoing involvement of your customers, your products are better suited to the requirements of your customers and the market. mySAP PLM has the advantage of being a complete solution: Product development, asset management, maintenance and service management are integrated and the entire product life cycle is covered.

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Benefits of mySAP PLM

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National and international regulations and laws, for example, on environmental protection, give rise to additional regulations and activities that you need to cope with when you produce your products or process your services. Environment, Health and Safety allows you automate the activities you need to implement business processes safely, effectively, and, above all, in accordance with regulations and laws. Environment, Health and Safety helps you to comply with the binding regulations on processing dangerous goods, for example. EH&S supports you in implementing aspects that affect the safety and health of your employees.

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mySAP PLM is aimed at all industries that have strong requirements for managing project data and product-related data. The most important area is “discrete industries”, which includes hi-tech, automotive, aerospace, or plant engineering and construction. In all these industries, effective management of documents and fast access to them is of utmost importance. The same functions are also required in process industries, such as oil and gas, chemicals and pharmaceuticals.

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Figure 10: Benefits of mySAP PLM for Your Company

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Figure 11: mySAP PLM Customers

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mySAP PLM is also aimed at service providers and suppliers of complete solutions in industries where maintenance costs, plant safety and reliability are crucial. mySAP PLM is also gaining importance in the public sector. Customer feedback always mentions cost saving or reduced access times and downtimes as key factors. The advantage of saving time by optimized, streamlined processes always leads to a cost advantage. The time that is saved in streamlined product development leads to a faster product launch. In asset management, the reduction of downtimes contributes to immediate cost reduction.

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For analysts, the completeness of the mySAP PLM solution and market leadership are most important. SAP is even seen by some analysts as a driving force in establishing the concept of PLM in the market.

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Lesson Summary You should now be able to: • Describe mySAP PLM as a complete solution • List the key functional areas of mySAP PLM

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Unit Summary You should now be able to: • Describe mySAP PLM as a complete solution • List the key functional areas of mySAP PLM

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Test Your Knowledge

Test Your Knowledge 1.

What are the key functional areas of mySAP PLM? Choose the correct answer(s).

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Program and Project Management Environment, Health & Safety Asset Life-Cycle Management Quality Management Life-Cycle Data Management Life-Cycle Collaboration

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A B C D E F

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Answers 1.

What are the key functional areas of mySAP PLM? Answer: A, B, C, D, E, F All of these key functional areas together make up mySAP PLM.

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Unit 2 Unit Overview

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You will learn how to use the SAP graphical user interface with confidence. You will gain an overview of the Business Workplace.

Unit Objectives

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Lesson: Logon and Screen Design................................................ 20 Exercise 1: Logon and Screen Design ....................................... 27 Lesson: Calling Functions .......................................................... 30 Exercise 2: Calling Functions .................................................. 35 Lesson: Getting Help ................................................................ 39 Exercise 3: Getting Help........................................................ 43

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Log on to the system successfully Name and use elements of a SAP GUI screen Use various methods to call SAP system functions Describe the standard menus System and Help. Use the basic functions of the F1 help Use the F4 help Display the information in the online documentation

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After completing this unit, you will be able to:

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Unit 2: Navigation

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Lesson: Logon and Screen Design Lesson Overview In this lesson, you will learn about logging on to the system and about the significance of the various SAP GUI screen elements.

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Log on to the system successfully Name and use elements of a SAP GUI screen

How do I log on to SAP systems and what are the uses of various SAP GUI screen elements?

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The SAP GUI program connects the front-end computer with a specific SAP system. Theoretically you can specify the SAP system required at the command-line level when calling the SAP GUI program; in practice, you never need to do this. For starting SAP GUI, SAP provides another program: SAP Logon. When you call up SAP Logon, it displays a list of SAP systems for which you can start the logon process. This list derives from a file on the front-end computer: saplogon.ini. This file is normally preconfigured centrally and made available to end users. During logon, the SAP Logon program also enables logon load distribution using the resources available for the system selected.

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You can access SAP systems using front-end programs with a variety of designs; for example, the front end for the SAP Business Information Warehouse (SAP BW) is the Business Explorer (BEx). All SAP solutions are, however, accessible using a general front-end program, the SAP GUI (Graphical User Interface). The SAP GUI is the standard program for accessing almost all SAP solutions. Several variants of the SAP GUI are available; these variants are all graphically equivalent, but adapted for use in different environments. For the sake of simplicity, further descriptions refer to the SAP GUI for the Windows environment.

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Lesson Objectives

Lesson: Logon and Screen Design

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Figure 12: The SAP Logon program

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When logging on to an SAP system, you will be prompted to enter the following information: user and password. If you have implemented a SingleSignOn (SSO) solution, you may not need to enter this information. You also have the option of specifying a client when logging on; the client field usually already contains an appropriate default value.

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When logging on, you can select a logon language supported by that system. SAP systems can support a large number of languages, the minimum being English and one other selected language. The number of installed languages determines which languages your system supports. On the logon screen, you also have the option of

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Hint: A client usually represents a company in an SAP system.This means that if an SAP system has several clients, then several companies can be represented and simultaneously active in that system. The client has a corresponding key field in the tables of the database used by that SAP system. If you are in a client, you can only access data for that specific client. Clients therefore correspond to independent business entities.

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using the New password pushbutton to change your password, at the most once per day. Your system administrator can add additional text to your logon screen. To do this, see SAP Note 205487.

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Hint: In the course of one logon to a system, you can work in several sessions (processing windows of an SAP system) simultaneously. Your system administrator can use a system parameter to define how many sessions are permissible for each logon to the SAP system. This parameter (rdisp/max_alt_modes) is valid for all users of that system and can be set to any value between 2 and 6.

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Note: SAP Notes contain detailed information on certain functions or corrections for known errors in SAP products. You can access SAP Notes through, for example, the SAP Service Marketplace on the Internet, using a valid user and password: http://service.sap.com/notes

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User data is stored in the system by client, that is, you can, for instance, log on to client 100 in your system, but you will not have a user for client 200, even if your system has a client 200. The data for a particular user within a client is called the user master record.

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Figure 13: The logon screen for an SAP system

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Multiple logons are logged as of SAP R/3 4.6. This is for reasons of both security and licensing. If the same user logs on more than once, then for each subsequent logon, the system displays a warning message that offers the user the following three options: • • •

Continue with this logon and end any other logons in the system Continue with this logon without ending any other logons in the system (this is logged) Terminate this logon

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Screen Structure

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The SAP Easy Access screen is the default initial screen in SAP systems. The left side of the screen contains a tree hierarchy of the menus available to you in the SAP system; you can use the right side of the screen to display your company logo. This graphic is made available centrally by your system administrator and cannot be customized by individual users.

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Once you have logged on successfully, the initial screen of the SAP system appears; this screen is also known as the SAP Easy Access screen.

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Figure 14: SAP Easy Access

You can find a detailed description of how to configure the graphic in SAP Easy Access under Extras → Administration information (if you have the correct authorization). Please note that the graphic is stored in the system and transported to the front end every time a user logs on. Although it is transported in compressed form, the graphic

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should not exceed 20 KB. You can also prevent the graphic from being displayed by either choosing the setting Low Speed Connection in the SAP Logon program (see SAP Note 161053), or by using Extras → Settings in the SAP Easy Access screen. You can display a typical screen (with various elements) by, for example, choosing System → User profile → Own data, followed by the Defaults tab page. You will then see this screen with the data for your own user:

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Figure 15: Maintaining your user profile

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An SAP screen can contain the following simple screen elements: •

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Other elements include, for example, input fields and pushbuttons.

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• • •

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•

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Command field: you can start applications directly by entering their transaction code in the command field (this is hidden as default). You can find the transaction code for an application either in the overview menu on the SAP Easy Access screen, in the status bar (see below), or in the application itself under System → Status. Menu bar: the menu bar is the top line of any primary window in the SAP system. The menus shown here depend on which application you are in. These menus may also contain cascading menus. Standard toolbar: The pushbuttons in the standard toolbar are shown on every SAP screen. If they are not available in an application, pushbuttons that you cannot use on that screen are deactivated. If you place the cursor over a pushbutton for a short time, the system displays a flag with the name or function of the pushbutton. If appropriate, the corresponding function key setting is also displayed. Title bar: the title bar names the function that you are currently in. Application toolbar: this shows the pushbuttons available in the application that you are currently in. Checkboxes: checkboxes allow you to select several options from a group of fields. Radio buttons: you can only select one option. Tab: this allows you to organize several screen areas to improve clarity. Status bar: the status bar displays information on the current system status, such as warnings and errors. You can also change the display variant to show, for example, the transaction code of the transaction you are currently in.

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Exercise 1: Logon and Screen Design Exercise Objectives After completing this exercise, you will be able to: • To learn how to log on to an SAP system

You want to work in an SAP system.

Task: Logging on to the System and Initial Tasks

1.

Start the SAP Logon program and choose the entry for the SAP system specified by your instructor. Choose the Logon pushbutton.

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What is the name of the function you reach if you choose Tools → Administration → Monitor → System Monitoring → User Overview? What transaction code could you use to call this transaction instead of the menu?

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What is the maximum number of parallel sessions (windows of the SAP system) that you can open using System → Create session?

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Enter the client, user name, initial password, and the logon language specified by the instructor. When you log on for the first time, enter a new password of your choice twice in the window that appears.

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Log on to the training system and carry out some basic exercises in the system. The menu paths refer to the SAP standard menu.

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Solution 1: Logon and Screen Design Task: Logging on to the System and Initial Tasks Log on to the training system and carry out some basic exercises in the system. The menu paths refer to the SAP standard menu. 1.

Start the SAP Logon program and choose the entry for the SAP system specified by your instructor. Choose the Logon pushbutton.

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What is the maximum number of parallel sessions (windows of the SAP system) that you can open using System → Create session? a)

What is the name of the function you reach if you choose Tools → Administration → Monitor → System Monitoring → User Overview? What transaction code could you use to call this transaction instead of the menu? a)

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The function is called User List (see the entry in the title bar). You can find the relevant transaction code using System → Status; in this case, the code is SM04. You can also choose to display the transaction code for an active transaction in the status bar.

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Depending on the relevant system parameter setting, you can open between 2 and 6 sessions. This training system allows you to open up to 6 sessions.

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3.

Follow the instructions in the exercise.

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Enter the client, user name, initial password, and the logon language specified by the instructor. When you log on for the first time, enter a new password of your choice twice in the window that appears.

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Lesson Summary You should now be able to: • Log on to the system successfully • Name and use elements of a SAP GUI screen

Related Information You can find additional information in the online documentation under Help → SAP Library → Getting Started.

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Lesson: Calling Functions Lesson Overview During this lesson you will learn about various ways of calling functions in SAP systems.

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Lesson Objectives Use various methods to call SAP system functions Describe the standard menus System and Help.

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Favorites List and User Menu

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The user-defined favorites list The role-based user menu or the SAP menu

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The favorites listcontains SAP system functions or links to Internet content or to files on the end user's front-end computer. The favorites list, which is initially empty, can be edited by each end user in accordance with their preferences; you can only view your own favorites list. Since data on the favorites is stored within the SAP system, each user might have different collections of favorites in different systems. Favorites can be organized into folders. You can edit your favorites in the SAP Easy Access screen using the Favorites menu.

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Once you have logged on, on the left side of screen you have two overview trees at your disposal for selecting functions:

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Figure 16: Favorites list and user menu

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The role-based user menu is created according to the role(s) assigned to the userand is transferred to the front end. This means that it makes sense to keep roles as small as possible because large roles could take a long time to transfer to the front end in certain circumstances. If a user has several roles assigned, then some functions can

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Hint: System administrators can use table USERS_SSM to determine whether or not users are allowed to switch between the SAP menu and their user menus. If both menus are disallowed, then the user menu is still displayed. The availability of the user or SAP menu does not affect a user's authorizations. In other words, users can always use the transaction code (see below) to call transactions that they have authorization for.

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The end user can switch from the role-based user menu to the SAP standard menu (if the system settings allow this).

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The Favorites menu gives you the option of adding a function from the user (or SAP) menu to your personal favorites list by selecting the function and choosing Favorites → Add. You also have the option of using the mouse to drag & drop. You can add URLs or links to files to your list of favorites by choosing Favorites → Add other objects. Click on the triangle symbol to the left of the file symbol to expand or collapse the list of favorites.

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be repeated in different parts of the role-based user menu. If you want to prevent this, please see SAP Note 357693 (and the other SAP Notes to which it refers) for information on finding and deleting duplicates, and on other related matters.

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Hint: As long as you have the appropriate authorization, you can also display user menus other than the ones assigned to you in your user master record. To do this, choose Other menu. Use Create role to start the role maintenance transaction — transaction PFCG.

Calling Functions You have several options for navigating in an SAP system: By entering transaction codes in the command field By choosing items from menus in the menu bar By choosing items from the favorites list or from the user or SAP menus

You can use the keyboard to get to the SAP Easy Access screen or the command field and call system functions from there.

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TAB: goes to the next field element within a field group Ctrl + TAB: goes from one field group to the first element of the next field group Ctrl + /: goes directly to the command field

When the command field is active, you can use the F1 key to display possible entries for this important field. The following entries are possible: • • • • • • •

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/n to cancel the current transaction /n#### to call transaction #### directly from another transaction. Without the prefix you can only call #### from the SAP Easy Access screen /o to display an overview of sessions /o#### to call transaction #### in a new session directly from another transaction /nend to end the logon session with a confirmation dialog box /nex to end the logon session without a confirmation dialog box /i to delete the session you are currently using


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You can find further shortcuts using the pushbutton Customizing of local layout (Alt+F12)→ Sapgui Help.

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Hint: Use the following keys to navigate using the keyboard:

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Note: The command field is an exception in that choosing the F4 key does not display the input help. The F4 key in the command field lists the last 15 different entries in the command field. This list is stored in the registry on the front end and is valid for all sessions on the front end (regardless of the system used).

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You can navigate to the menus in the menu bar using the key combination Alt + .

The System and Help Menus The System and Help menus are always available with the same options on every screen in an SAP system.

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Hint: By entering search_sap_menu or search_user_menu in the command field, you can search either the SAP standard menu or your user menu for a string or transaction code of your choice. The result of such a search is a list of hits that shows you how to navigate to the functions found using either menus or transaction codes.

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Figure 17: Various navigation options

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The System menu allows you to access various system functions. This menu also contains functions that you can only access using this menu (and not in any other way). You can log off using System → Log off, and display useful information on your system and the function you are currently using, such as the transaction code, by choosing System → Status.

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You can use the Help menu to access the online documentation. You can also display the Release Notes and configure the standard settings for your F4 Help. You will probably find that the most useful option for you here is the context-sensitive link to the section of the online documentation relevant to the function you are using. The context-sensitive help is also called Application Help. The tool for accessing the online documentation as a whole is the SAP Library.

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Figure 18: The System and Help menus

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Exercise 2: Calling Functions Exercise Objectives

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Task 1: : Various Ways of Calling Up the User Overview 1.

Call the transaction for displaying a list of users who are logged on. To do this, follow Tools → Administration → Monitor → System Monitoring → User Overview (in the SAP standard menu!).

SAP

Quit the user overview by using either the F3 key or the Back button in the standard toolbar. Now enter sm04 in the command field on the SAP Easy Access screen. This takes you directly to the user overview.

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Which of the following are valid entries in the command field?

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Entry

Result

SU3 SM04 /nsm04 /nend /nex

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Start this exercise in the SAP Easy Access screen. Make the following entries in the command field without returning to the SAP Easy Access screen in between. Make a note of your observations (you need not make any other entries on each screen that appears other than after you have entered /nend: please choose No here):

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Task 2: : Some Possible Entries in the Command Field 1.

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Who is currently logged on to the training system?

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After completing this exercise, you will be able to: • Familiarize yourself with various ways of calling functions and navigating in the system

Unit 2: Navigation

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Solution 2: Calling Functions Task 1: : Various Ways of Calling Up the User Overview Who is currently logged on to the training system? 1.

Call the transaction for displaying a list of users who are logged on. To do this, follow

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Quit the user overview by using either the F3 key or the Back button in the standard toolbar. Now enter sm04 in the command field on the SAP Easy Access screen. This takes you directly to the user overview. a)

See exercise for solution

Task 2: : Some Possible Entries in the Command Field Which of the following are valid entries in the command field?

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Entry

Result

Internal

SU3 SM04

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Start this exercise in the SAP Easy Access screen. Make the following entries in the command field without returning to the SAP Easy Access screen in between. Make a note of your observations (you need not make any other entries on each screen that appears other than after you have entered /nend: please choose No here):

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2.

See exercise for solution

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Tools → Administration → Monitor → System Monitoring → User Overview (in the SAP standard menu!).

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Continued on next page

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/nsm04 /nend /nex

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SU3

Calls the screen for maintaining your own user settings.

SM04

Fails to call the user overview. A transaction can only be started directly (that is, without a prefix) from the SAP Easy Access screen.

/nsm04

Calls the user overview successfully. /n first ends the active transaction and then calls up the specified transaction.

/nend

A logoff confirmation dialog box appears. You could now exit the system.

/nex

No logoff confirmation dialog box appears and your session is simply terminated.

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Entry

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Lesson Summary You should now be able to: • Use various methods to call SAP system functions • Describe the standard menus System and Help.

Related Information

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Online documentation: extended help on SAP Easy Access. To display this documentation, choose Help → Application help on the SAP Easy Access screen

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Lesson: Getting Help

Lesson: Getting Help Lesson Overview This lesson covers the help options provided by the F1 and F4 keys.

Lesson Objectives

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F1 Help

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You can use the F1 key to display an explanation of fields, menus, functions and messages. The F1 help also displays technical information on the relevant field. This information includes, for example, the parameter ID that you need for setting user-specific default values for input fields that are also linked to the parameter ID. You can also display interesting information by, for example, calling the F1 help for the command field.

You need more information on fields that are ready for input (for example, what the purpose of the field is, or what values you can enter).

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Use the basic functions of the F1 help Use the F4 help Display the information in the online documentation

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F4 Help You can use the F4 key to display information on possible input values. You can also call up the F4 help for a field using the button immediately to the right of the selected field. If a field contains a tick symbol, you can only proceed to the next step in that application after entering a permitted value (required entry). You can use transaction or screen variants, or Customizing to mark fields as mandatory or optional, hidden or filled with hidden standard values.

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Note: You may need to activate the Performance Assistant first using the menu Help → Settings... → F1 Help.

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You can also use other buttons in the Performance Assistant dialog box to display information on the selected field. One of the most important pieces of information, besides the link to the context-sensitive Application Help, is the link to the Technical Information. Use Technical Information to display detailed information, such as the parameter ID assigned to the field. Parameter IDs are not covered in detail at this point.

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Figure 19: The F1 help

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The SAP Library is a useful aid to getting to know system functions. It allows you to access the online documentation. The information stored here does not simply describe how to use system functions, it also explains system architecture concepts, gives examples of how you can configure various processes, and warns you about possible user errors and their consequences. The online documentation also contains several tips and tricks to help you carry out common tasks more easily and quickly.

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SAP Library (Online Documentation)

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The F4 help displays a list of possible entries for a field. If there are a large number of possible entries, a separate selection screen is displayed. If there is a long hit list, the F4 help only displays as many entries as the user has specified on the F4 Help tab page under Help → Settings... . The default value for the maximum number of displayed hits is 500. Take the time to familiarize yourself with the other settings you can make here.

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Figure 20: The F4 help

SAPPLM

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Figure 21: The SAP Library

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Hint: You can also access the SAP Library on the Internet. To do so, go to http://help.sap.com, or look under http://www.sap.com → Education → SAP Help Portal. You can access the full product documentation for all releases here; a user-friendly full-text search by solution is also available.

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Exercise 3: Getting Help Exercise Objectives After completing this exercise, you will be able to: • Learning to use the F1 help and the F4 help

You need more information about a field on your screen.

Task: Using the F1 Help and the F4 Help

2.

Call the F4 help for the Logon language field. What is the language code for Ukrainian?

SAP

Use either the system menu or transaction code SU3 to call the function for maintaining your own user data. Call the F1 help for various input fields. Find the parameter ID for the Logon language field using Technical Information. To do this you need to use the Performance Assistant display.

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In transaction SU3, call the F1 help and the F4 help.

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Solution 3: Getting Help Task: Using the F1 Help and the F4 Help In transaction SU3, call the F1 help and the F4 help. Use either the system menu or transaction code SU3 to call the function for maintaining your own user data. Call the F1 help for various input fields. Find the parameter ID for the Logon language field using Technical Information. To do this you need to use the Performance Assistant display. a)

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2.

The Logon language field is on the Defaults tab page. The Technical Information shows that the parameter ID for this field isSPR.

Call the F4 help for the Logon language field. What is the language code for Ukrainian? a)

Carry out the exercise as described. The language code for Ukrainian isUK.

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Lesson Summary You should now be able to: • Use the basic functions of the F1 help • Use the F4 help • Display the information in the online documentation

You can find additional information at http://www.sap.com → Education → SAP Help Portal.

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Related Information

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Unit Summary

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Unit Summary

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You should now be able to: • Log on to the system successfully • Name and use elements of a SAP GUI screen • Use various methods to call SAP system functions • Describe the standard menus System and Help. • Use the basic functions of the F1 help • Use the F4 help • Display the information in the online documentation

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Test Your Knowledge


You can only work in one window (session) at a time in an SAP system. Determine whether this statement is true or false.

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Which of the following statements accurately describe a client in an SAP system? Choose the correct answer(s).

3.

A B C D

A client represents a completely independent business entity. A client has its own database. A client corresponds to a customer. A client may represent an entire company.

The following strings are valid entries in the command field:

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□ □ □ □

Choose the correct answer(s).

SAP Use

/nend /nex ?SM04 /nsm04 From SAP Easy Access: SM04 From SAP Easy Access: search_sap_menu

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4.

A B C D E F

SAP

□ □ □ □ □ □

You can use the F1 key to:

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A B C D E

Display an explanation of a field’s uses Display a list of possible input values Change your user data (for example, the logon language) End the session you are in Display detailed technical information on a field


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□ □ □ □ □

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2.

True False

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5.

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You can use the F4 key to: Choose the correct answer(s).

6.

A B C D E

Start another session Display detailed technical information on a program Call the SAP Library Display possible entries for an input field Create a print request of the screen currently displayed

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□ □ □ □ □

You can also call the context-sensitive SAP Library using the F1 key. Determine whether this statement is true or false.

True False

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Test Your Knowledge

Answers 1.

You can only work in one window (session) at a time in an SAP system. Answer: False You can work in up to 6 windows (sessions) simultaneously per logon.

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Which of the following statements accurately describe a client in an SAP system? Answer: A, D

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The data for all clients in an SAP system is stored within a single common database. This data is nevertheless divided by client so that different companies can be administered and controlled in different clients. A client is not a customer within an SAP system. The following strings are valid entries in the command field: Answer: A, B, D, E, F

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Answer: A, E The F1 help provides documentation and technical information on a field.

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You can use the F4 key to: Answer: D The F4 key provides a list of possible entries for a selected field.

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You can use the F1 key to:

SAP

You can enter valid transaction codes directly on the SAP Easy Access screen. If you are in another function, you need to enter /n in front of the transaction code. /nend and /nex are two different logoff options. ?SM04 is not a valid entry. search_sap_menu is a valid entry; it creates a search screen for entries in the SAP menu. 4.

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2.

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Test Your Knowledge

6.

SAPPLM

You can also call the context-sensitive SAP Library using the F1 key. Answer: True You can call the context-sensitive help using the Application Help pushbutton in the F1 help window.

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Methods and tools from project management are often used as part of product development and large-scale maintenance tasks. Program and project management, a key functional area of mySAP Product Lifecycle Management, gives you the tools you need to plan, analyze and control your projects. In this unit you will become familiar with the most important tools for structuring, planning and analyzing your projects.

Unit Objectives Use work breakdown structures and networks Analyze dates in projects Assign resources to a project Evaluate costs and revenues

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Lesson: Program and Project Management...................................... 52 Exercise 4: Project Builder, Project Planning Board and Cost Analysis . 71

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After completing this unit, you will be able to: • • • •

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Program and Project Management

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Unit 3: Program and Project Management

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Lesson: Program and Project Management Lesson Overview

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Lesson Objectives • • • •

Use work breakdown structures and networks Analyze dates in projects Assign resources to a project Evaluate costs and revenues

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SAP Use

Introduction to Project Management To successfully manage projects, you must plan, control and execute fundamental objectives in a target-oriented and efficient manner. In light of this, professional project management plays an important role in a business's ability to stay competitive. This is particularly true for businesses whose success is based primarily on project-oriented business processes. A project is a group of business processes used within a business that can be described as a plan. It has certain characteristics (see the graphic entitled “Project Characteristics”).


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Developing a turbine is particularly suitable as an example because it demonstrates the connection between program and project management and other mySAP PLM key functional areas.

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This lesson deals with project management methods and tools. You will learn about structuring, planning and analysis procedures, taking the product development of a turbine as an example. Of course, other examples would also be suitable. Project management is just as relevant for software implementation, research and development, investments, and marketing campaigns.

SAP

Business Example

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Internal

Methods and tools from project management are often used as part of product development and for large-scale maintenance tasks. Program and project management, a key functional area of mySAP Product Lifecycle Management (mySAP PLM), gives you the tools you need to plan, analyze and control your projects. In this unit you will become familiar with the most important tools for structuring, planning and analyzing your projects.

SAPPLM

Lesson: Program and Project Management

The following descriptions apply to a project:

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A project has clear objectives. A project is subject to time constraints (it has defined start and end dates). A project is characterized by its uniqueness and newness. A project is complex and cannot be carried out without a structured process A project has a defined, task-related budget or defined, task-related costs. A project is carried out within a project-based organization. A project requires defined resources. A project is executed in an interdisciplinary manner (that is, with cross-department cooperation and communication among specialists).

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• • • • • • • •

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Figure 22: Project Characteristics

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These characteristics may differ, depending on the project. The most important characteristic is the project type. Project management in itself is not specific to a particular industry. There are similarities between different industries, resulting in similar types of projects across these industries. Examples of project types include:

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Research and Development projects Make-to-order production Engineering projects Investment plans Maintenance tasks IT projects

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SAP

As an integrated component of the SAP system, Program and Project Management helps you to manage your projects with diverse functions in all business phases (see the graphic entitled “Project Phases”). It supports the entire life cycle of a project, from the conception of the idea to its completion. It helps you to manage projects successfully by planning, carrying out, and controlling objectives in a goal-oriented and efficient manner.

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The scope and intensity with which goals are pursued depends on the project type. For some projects, costs play the most important role. For other projects, the planning and monitoring of dates and resources are more important. With mySAP PLM Program and Project Management, you can focus on requirements specific to your project.

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• • • • • •

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Figure 23: Project Phases

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Structuring At the beginning of each project (whether it involves the development of a new product, the creation of a customer-specific asset or the processing of an internal organization project), you must define and classify the required structures and decide how these structures are to be integrated into the existing company organization and its processes.

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The work breakdown structure depicts the organizational structure of a project and describes the project in a phase-oriented, function-oriented or product-oriented manner. The project tasks within the work breakdown structure are displayed hierarchically. It divides the project into manageable sections. The individual elements of the work breakdown structure are called WBS elements. You can break down the WBS elements further, depending upon the project phase.

SAP

A project definition defines the objective that is to be realized in a project. It defines the idea behind the project. You do not need to create a work breakdown structure or individual activities at this point. The project definition provides the framework for all objects within a project in later planning phases.

Use

Depending on the project type and the focus of project monitoring, you can structure your project using work breakdown structures (WBS) and/or activities, which can be linked to a network using relationships, if required (see the graphic entitled “Example: Building a Turbine”).

Internal

For successful project management, you must be able to create structures for all of the processes required for the project and be able to depict their organization and process flows. Program and project management provides you with basic data, standard structures and templates, which simplify the process of creating and planning various projects. A clearly structured project and precisely described project goals provide a basis for successful planning, monitoring and control of your projects.

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The Project Builder is divided into three sections (see the graphic entitled “Project Builder”), which offer you a comfortable working environment and a comprehensive overview of all project data. You can easily process your project using the Project Builder's context-sensitive menus, the Drag&Drop function and the option for defining an individual worklist or list of templates. The structure tree displays selected project data for the current project as hierarchical dependencies. In the worklist, individual users can store the projects, networks and WBS elements they use most often. In addition, the worklist always displays a list of the last five projects processed. The templates propose default values when you are processing data. From these templates, you can add new project elements to the project, and include operative project structures and standard project structures as templates. The work

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The Project Builder enables user-friendly access to structuring with mySAP PLM Program and Project Management. It allows you to manage your projects quickly and efficiently. In the Project Builder, you can create, display or process all data belonging to a project structure within one transaction.

Partner

As a rule, you plan the actual process flow of the project in the network. A network describes how the project is to proceed. A network consists of the following basic elements: Activities and relationships. Networks and their activities form a basis for planning, analyzing and controlling dates, costs and resources, as well as the labor, capacity, materials, resources and services required for carrying out the tasks in a project.

SAP

SAP

Figure 24: Example: Building a Turbine

SAPPLM


area displays the detail view for selected objects in the structure tree and allows you direct access to overviews of subordinate objects. You process individual project elements in the work area.

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Internal

SAP

SAP

Internal

Deadlines Program and Project Management provides various scheduling options. The work breakdown structure can be used as the basis for an initial, rough, manual scheduling plan. Other functions include consistency checks, date comparison and date reconciliation.

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Although many tasks within a project are unique, you can sometimes standardize and reuse structures and processes in subareas. Using these templates, you can record business-specific and product-specific empirical values (for example, to reduce the resources required for routine tasks involved in project management). Therefore, you only need to create a standard network once. You can then use it as a template for creating new networks with the same or similar structures. In the same way, you can create templates for work breakdown structures in the system. These templates are called standard work breakdown structures. In contrast to operative networks or work breakdown structures, you cannot post to these templates (standard networks and standard work breakdown structures).

Partner

Use

Figure 25: Project Builder


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You can then compare the calculated dates of the activities with the manually entered dates (the initial, rough plan) of the assigned WBS elements. You can use the project planning board (see the graphic entitled “Project Planning Board”) with its graphical interface to plan and control projects efficiently.

Internal

Scheduling itself always takes place at the level of the activities and their relationships. As a rule, you always schedule forwards and backwards in Program and Project Management. Using forward and backward scheduling, the system automatically determines the earliest (for forward scheduling) and latest (for backward scheduling) start and finish dates of the activity. The system calculates the requirements dates for materials and the capacity requirements. Floats calculated by the system provide information about spare time available for individual activities. The network graphic displays critical areas for network activities in the network in red. In addition, you can define time constraints to adjust scheduling to fixed dates or basic dates. For example, you can specify that a production operation must be finished on a particular date.

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Figure 26: Project Planning Board

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Using the project planning board, you can create all the data required for your project (first and foremost, the dates) and process and evaluate it. The combination of data in table format and a graphical display provides you with a comprehensive overview of the project at any time. With the project planning board, you can:

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Plan, check, and change dates Plan, schedule, and check resources Determine and distribute work Compare capacity Calculate costs

Resources

SAP

SAP

The central element of the project planning board is the Gantt chart. It consists of a table area and a diagram area, which show the hierarchical setup of the project, as well as the corresponding scheduling situation. You process the project in the Gantt chart. In addition to WBS elements and activities, you can show or hide other overviews, such as the capacity overview, in the lower area of the Gantt chart, if necessary.

Use

Partner

In addition to the project planning board, you can use other interfaces, for example, the Project Builder, for planning and scheduling. You can use other reports for evaluation also. In the structure overview, you can view and compare the planned and realized dates.


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By using capacity planning, you can recognize your capacity requirements at an early stage, and schedule or change the available resources. In this way, you can react flexibly to requirement changes at any time. Capacity planning is based on work centers with defined capacity categories and available capacity (see the graphic entitled “Resources”). If you want to include individual personnel resources (persons, positions and organizational units in Human Resources Management) in your planning, Program and Project Management provides you with a flexible and powerful tool for workforce planning of personnel resources.

Partner

You depend on various types of resources for running projects. As well as material and funds, you also need to know the availability of required capacities (personnel, production and assembly capacity) to manage your projects successfully. The goal is to have a sufficient number of required resources available at the required point in time.

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• • • • •


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Figure 27: Resources

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Comparing the available capacity from the work center with the capacity requirement from the activity will give you the capacity load. You can analyze the capacity load in your business using the capacity evaluation. The capacity evaluation immediately shows you if there is a strain on capacity so you can react quickly. You can solve the capacity problem in a variety of ways. You can carry out the work at a different work center or assign it externally. Another option is to free up capacity by revising your project or by borrowing capacity from another project.

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For capacity planning, you plan the work to be done by a specific work center for an activity. As part of scheduling, you generate a capacity load (capacity requirement) for this work center, based on the work you planned. Since a work center can build a summarization level (development team, department and so on), you can plan capacity on various summarization levels and in various levels of detail.

Partner

You define available capacity and the operating time in the work center. In this way, the work center is the central element for monitoring capacity.

SAP

In the SAP system, work centers represent the resources responsible for carrying out an activity. A work center can be a resource that physically exists, for example, a group of co-workers in engineering or a machine in production, or it can build a summarization level. Examples of summarization levels are development teams, engineering groups, cost centers, assembly areas or departments.

SAPPLM


Costs and Revenues Together with keeping on schedule, cost control is one of the most important success factors in many projects. However, costs are often exceeded, in particular when it comes to long-term projects. The fact that it is difficult to predict how the entire business development will play out is only one cause of exceeding costs. Cost variances are largely self-explanatory in project management. For example, the project definition and planning may be insufficient. Therefore, an important prerequisite for the success of a project is precise cost planning.

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•

•

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Internal

Partner

You can use automatic cost planning in the network if you have entered the necessary information for the project, for scheduling and for resource planning. This may not be the case at an early stage of the project. You can then use simpler planning methods. In the example of the turbine, a completely developed network exists. Based on the network costing, planned costs can already be evaluated (see the graphic entitled “Costs and Revenues in the Project”).

SAP

In most cases, project costs are planned in various levels of detail depending upon the time planning began and the amount of information obtained. For this reason, Program and Project Management offers you multiple ways to plan, which differ in terms of their time-based distribution and functional assignment. In the example of the turbine used above, cost planning is carried out using network costing.

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•

In the initial planning phases, you use cost planning for determining the extent of the costs that will accumulate during the project. Once the project is authorized, cost planning builds the basis for the budget allocation. During realization, you use cost planning to monitor and control cost variances.

Internal

Cost planning has different goals in the various phases of a project:

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Figure 28: Costs and Revenues in the Project

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Material You can assign material to internally processed and externally processed activities, if necessary. The material costs are planned as material components. Depending upon the material and assignment, either valuation prices from the material master record or purchase prices for costing are used.

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Secondary costs You plan the costs for services that are carried out within the company with internally processed activities. These activities are assigned to a work center. Based on the information contained in the work center, such as cost center and activity type, the system automatically determines the price (allocation record for an activity unit) and calculates the corresponding planned costs.

Partner

Primary costs The costs for goods and services that originate outside the company are planned with external activities. The system determines these costs using procurement conditions, such as prices and discounts, which are stored in the purchasing info record.

SAP

Using the information stored in the system, costs are determined for each activity as follows:

SAPPLM


Other costs You can plan insurance contributions, consulting compensation, license fees, and travel costs as other costs for the project using the general costs activity. Planned costs are distributed along the time axis in the network calculation.

Partner SAP Use

The SAP system offers you key advantages in project-oriented procurement and production. Even in the earliest phase of a project you can plan and assign material components to this project. Later, you can start project-oriented procurement on time and plan internal production with exact times. Even if bills of material are still being created and the structures for the project are not yet finalized, you can use the Program and Project Management functions to assign material components to the project. In this way you can obtain or produce long-running programs. Once it is clear how and which materials are to be procured, you can start the procurement process as part of regular production planning and controlling. This occurs regardless of whether you produce material components internally or procure

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An important factor for successful project management is smooth and optimized material management.

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Material Procurement

SAP

With billing, you invoice a customer for the deliveries and services that were carried out based on the order. A sales order or a sales order item can be assigned to a project or WBS element that is flagged as a billing element. In this case, the billed amounts appear as actual revenues for the corresponding WBS element. By using integrated processing you are guaranteed reconciliation of internal cost and revenue accounting with external profit and loss accounting at any time.

Use

One characteristic of successful project management is the continual comparison of costs and revenues (see the graphic entitled “Costs and Revenues in the Project”) and as a result, the option of evaluating the project result (profit and loss) in a timely manner, and if necessary, correcting this. With Program and Project Management, you can obtain reliable information about forecasted profits and losses as early as in the quotation phase and during realization. A prerequisite for efficient revenue controlling is an exact plan of the revenues. To do this, you can use manual or automatic revenue planning in Program and Project Management. If a sales order or a customer quotation underlies the project, the system transfers the values from the sales document to the revenue planning automatically during automatic revenue planning. Furthermore, you can enter revenues planned according to time in a billing plan.

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During the realization phase of the project you incur commitments and post actual costs to the project. As a result, there are usually variances between the original cost planning and the actual course of the project. It is enough to move activities within the float to change the costs within a project.


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them externally. The requirements dates for the materials to be procured result from activity scheduling. In the procurement or manufacturing process, you post accumulated actual costs to the project. You can evaluate these costs at any time.

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Internal

If the components are assigned to the activities to be procured, their requirements are transferred from the project to production or materials management in the next step (see the graphic entitled “Materials in Projects”). Depending on the decision to make or buy, you create planned orders or purchase requisitions using requirements planning. The system allows you to procure components ahead of time and allocate them later. It also allows you to take material in the procurement process into account on time.

Internal

If you do not work with internal production (that means you only use external material procurement), you can procure all parts or components immediately, without using material requirements planning. Using the relevant settings, you can create purchase requisitions, which the Purchasing department can replace with orders at a later stage.

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During internal material procurement, material requirements planning (MRP) creates planned orders for required components. For production, the planned orders are replaced by shop floor control in production orders, and then released and processed. In production the material is used for processing orders. Once a production order has been processed completely, goods receipt posting occurs in the warehouse. From there, the system can take the material for the project.

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SAP

Figure 29: Materials in Projects

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SAP

Partner SAP

Use

Complex and dynamic product structures are typical in a project. These structures only develop as the project progresses and it is usually improbable that you will re-use them. For this reason, it is important that the functions that Program and Project Management provides for managing materials reduce the complexity and optimize the handling of various types of materials. First, you can simply assign product structures and, in particular, the many components to be procured to the WBS element that is responsible for the procurement, before they are transferred to production or materials management for processing. You can use bill of material (BOM) transfer as a tool. Within the bill of material and the network, reference points correspond to one another. The BOM transfer finds a material with reference point A (for example) within the bill of material and automatically assigns the material to an activity that also has the reference point A.

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If all components have been procured and assembled, you can deliver the end product or the components of the end product. Program and Project Management offers you an additional solution for delivery, which functionally enhances delivery from the SAP sales components for larger customer projects. You can create a customary delivery in sales for only one material that exists in a sales order, for example. However, for larger projects, you must deliver many parts at different times to a construction site. Often, the end product named in the sales order is put together at the construction site, as is the case in the example of a turbine. However, the various required parts are not usually specified in the sales order.

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Figure 30: Bill of Material Transfer

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Variances Variances in a project plan may arise because of delivery problems, price fluctuations, unforeseen capacity bottlenecks and so on. In such cases, it is essential that the contracting parties establish who is responsible for the variance. You can use Claim Management to answer this question (see the graphic entitled “Claim Management”). Claim Management allows subsequent claims resulting from variances that are made against a contract partner to be processed or rejected efficiently.

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SAP

You can use Claim Management to: • • • •

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Specify the reasons for the variance and describe the variance and its consequences Make requests by attaching business and DMS documents Name the person responsible for the variance Trigger the necessary tasks resulting from the variance (for example, notify the affected partner with an e-mail) and document them


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Internal

Figure 31: Variances and Claim Management

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Documents

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Internal

Complex projects require comprehensive documentation and the ability to make technical documents available to the appropriate parties. Program and Project Management uses the SAP Document Management application to access the numerous documents related to a project that were not created in the SAP system (for example, CAD drawings, pixel graphics or contracts). Internet- and intranet-based documentation management guarantees a continual flow of information across all the business areas participating in the project. For decentralized project planning and control, you can access documents belonging to the project directly from your Internet browser (see the graphic entitled “Project Documents”).

SAP

SAP

Program and Project Management allows you to create all of the texts you need for the project (PS texts) easily and, if necessary, in more than one language. You can manage required papers, descriptions of work packages, meeting minutes and so on in the PS text catalog and, from there, assign them to activities, activity elements and WBS elements. The text catalog allows you to search for texts that have been stored for a project.

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Figure 32: Project Documents


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Milestone Trend Analysis Milestones are events within a project to which particular importance is attached or that trigger a predefined function. In general, they represent transitions from one phase to the next or from one department to another. You can assign milestones to activities and WBS elements. In Program and Project Management, you use milestones for the following purposes:

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To trigger predefined milestone functions in activities To determine a percentage of completion (milestone procedure in progress analysis)

Partner

Use

The milestone trend analysis (see the graphic entitled “Milestone Trend Analysis ”) provides you with easy access to a comprehensive view of the scheduling situation of your project (in other words, the milestones of your project). In this way, you can recognize variances and trends immediately. The scheduled dates of milestones that are essential to the progress of a project are compared at various points in time. Deviations from the planned schedule can be displayed in table form or in a graphic.

Internal

• •

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Figure 33: Milestone Trend Analysis

In the graphical form, a triangular MTA chart is used, whose sides are time axes (see the graphic entitled “Milestone Trend Analysis”). The milestone dates are plotted against the report dates. If the project runs according to plan, the curve remains

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horizontal. If the project deviates from the plan, the curve rises (delay) or falls (early completion) over time. You can call up the milestone trend analysis in the Information System or the project planning board.

Progress Analysis

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Use

You use progress analysis (see the graphic entitled “Progress Analysis”) to compare the planned project progress and the project progress to date with the actual work that has been carried out. In this way, you can calculate the percentage of the project that has been completed. You can detect variances in costs and scheduling at an early stage and take appropriate action.

Internal

The successful control of a project is largely based on the detailed monitoring of all project processes. Costs, resources and dates must be viewed across the whole project to detect any variances from the project plan at an early stage. Only if all parameters and their combined effects are represented and related to the actual work carried out, can precise statements be made about the project progress, the current status and ongoing development of a project. Program and Project Management allows you to effectively plan, execute and monitor the progress of your project.

SAP

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Figure 34: Progress Analysis

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As your project proceeds, you can use project progress to access the following information: • •

•

You can determine the progress analysis values at any time or regularly as part of period-end closing.

Unit Summary


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Structuring: Project Builder Scheduling: Project planning board Material assignment: Bill of material transfer Cost evaluation: Cost element report Monitoring milestones: Milestone trend analysis Monitoring progress: Progress analysis

Partner

• • • • • •

SAP

The project for developing a turbine for a particular customer has not yet been completed. The project is now in process. The individual activities are processed in sequence. The project will incur actual costs and revenues (from partial invoices). You can see changes made to the project in the reports you already displayed. You have also seen the fundamental settings and functions:

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• • •

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•

Planned and actual project progress as a percentage at a particular point in time (planned degree of completion and actual degree of completion) The degree of completion for each WBS element, activity or activity element (calculated or estimated using rules based on the project data) The value of the planned and actual work for a specific point in time (planned degree of completion and actual degree of completion) Value of the planned or actual work completed related to a reference factor (planned costs or overall budget) for the overall value of the work The expected schedule variances Costs resulting from schedule variances Expected overall costs due to changes in the project

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Exercise 4: Project Builder, Project Planning Board and Cost Analysis Exercise Objectives

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2.

SAP

How many hierarchy levels does the project contain? Are the levels based on objects or phases?

3.

How many networks does the project contain? How do the networks differ?

4.

Up to this point, you have taken the project definition, WBS elements, networks and activities into consideration. Does the turbine project contain other objects?

5.

Exit the Project Builder.

Evaluate the scheduling situation of the project. Use the project planning board. 1.

Call up the turbine project in the project planning board.

2.

How long does activity 1200 take?

3.

Show the project milestones. How many are there? To which objects are the milestones assigned?

4.

How high are the project costs?

5.

Exit the project planning board.


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Task 2:

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Access the Project Builder and open the instructor's project.

SAP

1.

Use

Analyze the instructor's project. Use the Project Builder, the project planning board and a cost element report.

Use

Task 1:

Examine the instructor's project in more detail. Examine the structure and analyze the dates and costs for developing a customer-specific turbine.

Internal

Business Example

Partner

After completing this exercise, you will be able to: • Be familiar with the basic interfaces of Program and Project Management


SAPPLM

Task 3:

Access the cost element-based Planned Versus Actual comparison for the turbine project.

2.

What is the total of all amounts in the report? Why is the total not the same as the amount you saw previously in the project planning board?

3.

How high are the planned costs for the part of the project carried out in Great Britain? Why are these costs incurred?

4.

Where are most costs incurred?

5.

Exit the report.

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1.

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Evaluate the costs for the turbine project. Use a view that takes cost elements into account.

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Solution 4: Project Builder, Project Planning Board and Cost Analysis Task 1: Analyze the instructor's project. Use the Project Builder, the project planning board and a cost element report.

Partner SAP Use

Confirm any dialog boxes that appear.

c)

Select Project ? Open and enter a project definition in the dialog box. The project definition is specified by the instructor. Press Enter to confirm your entries.

How many hierarchy levels does the project contain? Are the levels based on objects or phases? a)

Display the project in the structure tree. The project has WBS elements on three hierarchy levels. Activities do not count because they are not hierarchy levels.

b)

Compare the descriptions of the WBS elements on the various levels. The first level is based on phases and the second level is based on objects.

How many networks does the project contain? How do the networks differ? a)

You can easily count the networks in the structure tree (there are two). Alternatively, you could also choose the “Network Overview” icon of the project definition. This displays all networks in the turbine project.

b)

The two networks have different activities, dates and so on. A fundamental difference from a logistics point of view is the different plants in which the networks are created. From a financial accounting perspective, the plants are assigned to different company codes. This means that the networks are processed in various subsidiaries of a corporate group.

Up to this point, you have taken the project definition, WBS elements, networks and activities into consideration. Does the turbine project contain other objects? a)

Look at the structure tree again. You will find icons for milestones, material components and activity elements. If the instructor has also assigned texts and documents, these are displayed here also. Continued on next page

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b)

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4.

In the SAP menu, select Logistics ? Project System ? Project ? Project Builder..

SAP

3.

a)

Use

2.

Access the Project Builder and open the instructor's project.

Internal

Only

1.


5.

SAPPLM

Exit the Project Builder. a)

Select the menu option Project ? Exit .

Task 2: Evaluate the scheduling situation of the project. Use the project planning board. Call up the turbine project in the project planning board. a)

In the SAP menu, select Logistics ? Project System ? Project ? Project Planning Board ? Display Project..

b)

Enter the project definition and choose Open project to confirm your entry.

2.

How long does activity 1200 take?

Internal

a)

Select the menu option Edit ? Select ? Select All to select all of the objects displayed.. Then select the menu option Edit ? Show/Hide ? Show Milestones..

b)

There are three milestones. Scroll vertically to find them. Alternatively, you can also highlight the milestones.

c)

All milestones are assigned to activities. You can also assign milestones to WBS elements.

How high are the project costs? a)

5.

Scroll to the right in the table area. The column on the right shows the costs for the project definition. If you want to analyze the origin of the costs and discover the reasons these costs are incurred, call a cost element report.

Exit the project planning board. a)

Select Project ? Exit twice. Continued on next page

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4.

Show the project milestones. How many are there? To which objects are the milestones assigned?

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Use

3.

The activity takes 15 days. Double-click the activity number to view the detail screen of the activity. The Normal Duration field corresponds to the planned duration of the activity. Choose the Back icon (the green checkmark) to exit the detail screen.

SAP

SAP

a)

Use

Partner

The project is displayed in the project planning board. The project planning board consists of two areas: The table area on the left and the diagram area on the right. You can navigate in each area.

Internal

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1.

SAPPLM


Task 3: Evaluate the costs for the turbine project. Use a view that takes cost elements into account. Access the cost element-based Planned Versus Actual comparison for the turbine project. a)

In the SAP menu, select Logistics ? Project System ? Information System ? Controlling ? Costs ? Plan-Based ? By Cost Element ? Actual/Plan/Variance Absolute/Variance and double-click.

b)

Call up the report with the following data:

Internal

Only

1.

Project: Project definition of the turbine project To confirm your entries, select Program ? Execute. 2.

What is the total of all amounts in the report? Why is the total not the same as the amount you saw previously in the project planning board?

Internal

a)

Place your cursor on the WBS element T-xxxxx.1.1 to evaluate the total. The costs result from production activities and different overhead rates.

b)

From the point of view of company code 1000, you have already planned the costs of engineering in Great Britain for activity 1100. The costs are incurred by external procurement.

c)

The costs of engineering the product in the UK have been planned twice. The report displays both subsidiaries (that is, both company codes) simultaneously. You can also call up the report so that you evaluate only one company code at a time.

Where are most costs incurred? a)

5.

Exit the report. a)

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Place the cursor on the project definition and compare the values of the individual cost elements. Most of the costs are due to material consumption. Look at cost element 890000. Select Report ? Exit and select Yes. Then select Program ? Exit.


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4.

How high are the planned costs for the part of the project carried out in Great Britain? Why are these costs incurred?

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Use

3.

Place your cursor on the project definition in the structure tree (the top line). The total (yellow line) is negative. In this report you see not only costs, but revenues as well. The revenues come from the sales order you created at the beginning of this unit.

SAP

SAP

a)

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Partner

To fiscal year: Two years from now


SAPPLM

Lesson Summary You should now be able to: • Use work breakdown structures and networks • Analyze dates in projects • Assign resources to a project • Evaluate costs and revenues

Only

For more information about Program and Project Management, see the SAP Service Marketplace at www.service.sap.com. If you do not yet have a user for the SAP Service Marketplace, you can apply for one here. If you already have a user, you can access the mySAP PLM homepage directly at www.service.sap.com/PLM.

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•

Internal

Related Information

SAP

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Use

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Unit Summary

Unit Summary You should now be able to: • Use work breakdown structures and networks • Analyze dates in projects • Assign resources to a project • Evaluate costs and revenues

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Unit Summary

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Test Your Knowledge

Partner

2.

What are the most important resources for internal activities?

3.

Which interface provides you with a brief overview of the dates of a project?

4.

What is the advantage of network costing?

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SAP

SAP

Which interface (which transaction) is particularly useful for structuring projects?

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Test Your Knowledge

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Test Your Knowledge

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Answers 1.

Which interface (which transaction) is particularly useful for structuring projects? Answer: The Project Builder. What are the most important resources for internal activities? Answer: Work centers (for example, machines, employees). Which interface provides you with a brief overview of the dates of a project? Answer: The project planning board.

4.

What is the advantage of network costing? Answer: It deals with all aspects of cost elements and cost periods. It can also be changed easily.

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3.

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2.

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SAP Only

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This unit provides an overview of document management, product data, engineering change management and configuration management, and how to select suitable CAD interfaces.

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SAP

Unit Contents

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Internal

Lesson: Life-Cycle Data Management ............................................ 82 Exercise 5: Life-Cycle Data Management.................................... 99

Partner

Use

Assess the scope of document management Select the correct PLM interface List the product data used Understand the engineering change management/configuration management process

SAP

• • • •

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Life-cycle Data Management

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Unit 4: Life-cycle Data Management

SAPPLM

Lesson: Life-Cycle Data Management Lesson Overview This unit provides an overview of the components of Life-Cycle Data Management. These include document management, product data management, engineering change management/configuration management processes and the PLM interface.

Only

After completing this lesson, you will be able to: Assess the scope of document management Select the correct PLM interface List the product data used Understand the engineering change management/configuration management process

Business Example

SAP Use

You use configuration management to allow your company to document the development of the product fully, including all changes. Relevant folders are created within configuration management. If your company is using a Supply Chain Management (SCM) system that is not connected to the PLM system, the required data is transferred to the SCM system using product replication.

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Internal

In addition to the document information, the master data for downstream product of Supply Chain Management is also checked. Since the prototype is to replace the old pump as of a certain point in time, the relevant master data is changed on a time-dependent basis.

Partner

The Engineering department generates the initial product-relevant data for the prototype in an external CAD system. This data is then transferred to the PLM engineering system using the CAD interface, which is part of the PLM interface. This engineering system is a mySAP PLM system.

SAP

Your company is constructing a turbine that contains a pump as a component. This pump is manufactured in a separate plant. Your company now wants to produce a new pump prototype to replace the old pump as soon as possible.

Use

Partner

• • • •

Internal

Lesson Objectives

SAPPLM

Lesson: Life-Cycle Data Management

Introduction Life-Cycle Data Management provides an ideal environment for managing master data, specifications, product structures and their technical documentation throughout the entire life cycle of a product. Life-Cycle Data Management can therefore be described as providing a foundation for the entire mySAP PLM solution.

Components and Navigation Options

SAP

Partner SAP

Use

Document Management is a central component of the Life-Cycle Data Management solution. It integrates the management and distribution of all documents and the original application files managed into the company-wide information flow. To do so, it integrates various systems, including CAP, MS Office and graphics applications. To store the original application files securely, you can use various types of secure storage areas, such as databases or HTTP content servers. You can also use the Internet to access Document Management to find, display or change documents. This means that important information can be made accessible to all users, both within and outside the company.

Internal

Only

You can display and change documents, material master records, bills of material, routings, work centers, and production resources/tools in integrated working environments, such as the product structure browser or the Engineering Workbench.

Only

Internal

Use

Partner

Figure 35: Components of Life-Cycle Data Management

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The CAD interface, which is part of the PLM interface, is used to transfer data between external systems and Life-Cycle Data Management. You can use the CAD interface to transfer the original application files and the required master data (such as documents, materials or bills of material) that were generated in the external system.

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Partner

Only

Internal

Internal

The Engineering Workbench is provided in addition to the Product Structure Browser. The engineering workbench is an integrated maintenance environment for product structures and operations. It goes beyond standard functions for maintaining bills of material (BOMs) and routings to include functions for the integrated maintenance of all object types belonging to BOMs and routings.

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The Product Structure Browser is the central navigation and information tool in Life-Cycle Data Management. It allows you to view all information for a material master record, bill of material, routing or document. The browser is particularly suited to occasional users because it is based on simple and intuitive navigation. All important objects and relationships between objects can be represented. From an initial object, you can navigate easily and extremely flexibly through the entire product structure, in any direction you want. To do this, you open the individual relationships step by step, drilling down into the structure as far as required. If the product structure contains documents, you can display them directly with an integrated viewer.

Partner

Use

SAP

SAP

Figure 36: The Product Structure Browser and the Engineering Workbench

SAPPLM


This is particularly important if there are close interdependencies between BOMs and routings or in companies that frequently assign BOM components to operations. For example, if you change a BOM, you can use the Engineering Workbench to adjust the routing as well as the component assignment. Several users can do this simultaneously.

Only Partner

Document Management and CAD Integration

Use

If you want to trace all changes over all of the individual life-cycle phases, use configuration management. In configuration management, you define configuration folders for each of the individual phases and add the data to these. If necessary, you can use the configuration folders for product replication and replicate them in other systems.

Internal

For example, if production-specific changes are made to a product, the data must also be changed in the SAP system. You use engineering change management to do this. Engineering change management is one of the central components of Life-Cycle Data Management, since it allows you to change the objects affected by the change consistently and in such a way that the changes can be traced. The engineering change management function for production orders allows you to update production orders with changes to master data or sales orders.

SAP

SAP Only

Internal

Use

Partner

Figure 37: Overview of Document Management

Document Management integrates external files into the R/3 system. The external files can be in any format. A document info record is a required object that controls how the original application files are processed in the SAP system. The document info record can be linked to other objects using an object link to provide these other objects with the original information.

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You can display originals from the document info record. The viewer used for this purpose can display 2D and 3D originals in many different ways and can execute redlining, dimensioning, sectioning and comparison of originals. You can use Microsoft Office integration for easy maintenance and display of original application files in Microsoft Office applications (such as Microsoft Word and Microsoft Excel) within the document info record.

Use

Partner

Only

Internal

SAP

SAP

Use

In most cases, the storage of originals in the secure storage area is controlled using the Knowledge Provider. The Knowledge Provider provides a cross-application, multimedia IT infrastructure within SAP Basis. You can connect HTTP content servers, RFC archives and SAP databases to the SAP Knowledge Provider for the purpose of document management.

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Internal

Original application files (originals) can be saved to various secure storage areas and can be displayed or processed from the document info record itself. A secure storage area cannot be accessed from the file system of a local PC.

Partner

Figure 38: Secure Storage Areas in Document Management

SAPPLM


Use

Partner

Only

Internal

SAP Use Internal

See the mySAP Product Lifecycle Management homepage for a full and up-to-date list of complementary software partners.

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The CAD application connects to the CAD interface via an application-specific component, which is provided by a complementary software partner. Software partners develop and support application-specific programs that transfer data between the Life-Cycle Data Management system and the CAD application.

Partner

Various kinds of external system can be connected to the Life-Cycle Data Management system using the PLM interface. These external systems include geographical information systems, external classification systems and MS Office applications. However, the CAD interface is most frequently used to connect external CAD systems to the SAP system. This involves more than just the transfer of original application files: It also involves the transfer of master data in the form of material master records or BOMs.

SAP

Figure 39: PLM interface


SAPPLM

SAP Use

Product Structure Management

Internal

Product structure management also covers variant configuration, which cannot be displayed or analyzed in the Product Structure Browser. This is a tool for multivariant products that cannot be represented as simple BOMs and routings.

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The Product Structure Browser is the main tool used for product structure management. This tool gives you a detailed overview of your product data. This covers the document info records and the originals that are linked to them, which have already been introduced, as well as material master records, BOMs, routings and work centers. Classification can also be shown in the browser. Classification is used to describe products in detail by specifying characteristics and grouping similar objects.

Partner

If the CAD user navigates to the SAP system directly, he/she uses the functions of the SAP GUI. All functions are then executed within the GUI.

SAP

The CAD interface enables bidirectional data transfer between an external system and an SAP system. There are various ways of transferring data. One option is a function without the GUI in dialog mode. The CAD user remains in his or her usual working environment and enters the master data required in a dialog box. The SAP system is not visible in this case.

Use

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Only

Internal

Figure 40: Features of the CAD Interface


SAP Use Internal

You can have plant-specific or cross-plant BOMs. If they are created without reference to a plant, they are defined and are valid at corporate group level. If they are created with reference to a plant, they are valid only in this part of the company. Group BOMs usually serve purely as engineering BOMs. They can be assigned to one or more plants using the plant assignment function. In addition to the material BOMs described above, there are BOMs for documents (document structures), and BOMs for equipment, functional locations, projects (WBS BOMs) and sales orders (order BOMs).

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Bills of material contain essential basic or master data for integrated materials management and production planning. They describe which components are required to assemble an assembly. A bill of material (BOM) in the SAP system is a single-level BOM. It can become a multilevel BOM only if additional BOMs are created for its components.

Partner

General material data that is valid for the entire company (such as engineering data) is stored independently of the plant. Plant-specific data is stored with reference to a plant.

SAP

The material master record contains information about all materials that a company procures, manufactures, stores or sells. It is the central source within a company for accessing all material-specific data, whether the data is valid across the whole company or only in parts of the company, such as specific plants. All the information required for managing a material is stored in the material master record and is sorted there according to various criteria. It is used by all application components in the Logistics system. The material can be a finished product (material or article), a semi-finished product (sub-assembly) or a raw material (purchased part). The material master record in this environment is therefore a synonym for the frequently used terms part, part master, article, article master, product and product master record.

Use

Partner

Figure 41: Material Master and BOM

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SAPPLM


SAPPLM

SAP Use

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Partner

A routing describes which operations or work steps must be performed to produce an assembly and the sequence in which they are to be performed. In addition to these details, a routing contains information on the work centers where individual operations are performed and the production resources and tools required. Routings are used to plan the production of assemblies according to the resources required. For this purpose, routings serve as a template for production orders and run schedule headers.

SAP

Work centers are used in task lists (routings, inspection plans, maintenance task lists and so on) and in orders. A work center is a location where a capacity with production resources is required, due to requirements from orders. This can mean labor capacity or machine capacity. The data in a work center is particularly useful for scheduling, costing and capacity requirements planning.

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Internal

Figure 42: Work Center and Routing

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Figure 43: Classification

SAP Use Internal

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There are several steps involved in setting up a classification. First, you define the attributes by creating characteristics. Next, you create the classes using class types you have defined for the relevant object types. Next, you assign characteristics to the classes. Finally, you classify the objects. This means you assign objects to the classes and select characteristic values. These values correspond to the attributes of the product and can make the description of the product unique.

Partner

In addition to these functions, the SAP classification solution offers you an easy way of adding customer-specific fields to objects so you can assign your own information to objects, even if it is not provided as standard by SAP. In the R/3 classification system, various object types, such as materials, documents and customer master records are already prepared for classification, so you can start classifying objects without any additional preparatory work.

SAP

A classification system is used to describe all types of objects, such as materials, documents or vendors using their attributes, that is, their characteristics, and groups similar objects together in classes. The task of finding these objects later is then handled in search transactions using these classes and the characteristics defined for them.


SAPPLM

SAP Use

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Internal

Partner

Variant configuration is used for modeling complex, multivariant products that are configured using customer input and manufactured specifically for this customer. Standard BOMs and routings cannot be used in this case. Instead, you use super BOMs and super task lists, which contain all components and operations required to produce all variants.

SAP

Products with a large number of variants have a vast selection of combinations of individual product features. Variant configuration is used to represent these in the system.

Use

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Internal

Figure 44: Variant Configuration

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Internal

Figure 45: Configured Master Data

SAP Use Internal

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Engineering change management is a centralized logistical function for changing master data. In addition, engineering change management allows you to document your changes consistently to fulfill your legal obligations. Engineering change management lets you change selected SAP objects, such as BOMs or routings, and save all relevant change statuses with history.

Partner

Engineering Change Management and Configuration Management

SAP

The BOM of the configurable material contains all components that could possibly be required to produce a variant of the material. You use dependencies to configure the BOM, that is, to select the components required for the specific variant. The same applies to the routing. The attributes of a configurable material are represented in the system as characteristics. By assigning the material to a class, you make the characteristics available when the material is being configured. Object dependencies then ensure that only permitted combinations of attributes are selected. Object dependencies also ensure that only the BOM components and operations that are required to produce a specific variant are selected.


SAPPLM

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Internal

Figure 46: Material Change and Its Effects

SAP Use

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Internal

The change number contains all objects to be changed, a reason for the change and the required validity. The validity can be a date, a serial number or a customer-defined validity.

Partner

These changes must be represented in the system. If the changes become effective immediately, you change the relevant object without a change number. Otherwise, you use a change number.

SAP

A product change can have many consequences in the SAP system. Substituting a shaft in a pump may affect not only the material master, but also any BOMs, documents or routings assigned to it.

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Internal

Use

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Internal

If an object or bill of material is changed with a date-dependent change number, these changes do not become valid until the date defined in the change number. The BOM is now historical. If you also use a release key, you can release the changes individually for each downstream application in the logistical process chain, such as costing, planning or production.

Partner

The change number can be used as a change master record or as an engineering change request/engineering change order. An engineering change request, unlike a change master record, has a status network that maps the process of requesting, checking and releasing a change in the system.

SAP

SAP

Figure 47: Changes with History

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Partner

If you want to define the status of a product in the system at a specific point in time, you can use a baseline. Starting with a material, the baseline explodes all dependent object in the product structure. This includes documents, BOMs, classes and characteristics. You can use engineering change management to freeze changes that have been made with a change number. This means that they can no longer be changed in the operational system.

SAP

Configuration Management supports all central logistics processes, from the first product concept, through development, right up to maintenance of the delivered products. During the product life cycle, the product goes through diverse life-cycle phases. This gives rise to large amounts of data that represents the various statuses of the product during the course of its life cycle. This includes material master records, document info records, bills of material, project structures and networks. This data is managed in configuration folders for each of the phases in the product life cycle. A structure of configuration folders develops, representing the history of a product in a flexible and comprehensive way.

Use

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Internal

Figure 48: Configuration Management: Product Development


You company has various production sites throughout the country. Each of these locations has its own SAP SCM system. As part of the PLM project, you have decided to implement a centralized SAP PLM system and to provide the SCM system with the data required from PLM system.

SAP

SAP

You are going to use product replication for this purpose. Product replication can use the data provided by configuration management. The baseline data is transferred into a distribution order and distributed to the production system.

Use

Partner

Figure 49: Product Replication

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Exercise 5: Life-Cycle Data Management Exercise Objectives

Only

You then decide to change some objects.

You work in the Engineering department and are responsible for the new pump prototype. First, you require an overview of the product data that has been developed so far for pump T-F1##. You use the Product Structure Browser and display the relevant individual objects.

Use

Task:

SAP

2.

The Product Structure Browser provides you with an overview of the material master-dependent objects. Which objects are these?

Use

Open material T-F1## in the browser.

__________________________________________ __________________________________________ __________________________________________

Partner

1.

SAP

The Product Structure Browser provides you with an initial overview of the product data. You can now display or change any individual object.

Internal

Internal

Business Example

Partner

After completing this exercise, you will be able to: • Use the Product Structure Browser • Display and change master data • Display originals

__________________________________________

Only

__________________________________________ 3.

Right-click to display material master T-F1## with the following views: Basic data 1 + 2 Work Scheduling

4.

For which plant can you start the Work Scheduling view? Plant: _________ Continued on next page

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Exit the material master and go back to the Product Structure Browser. 5.

Expand the product structure of the documents. Display the following document: Document type: DRW Number: T-F1## Document part: 000

Caution: If the system asks for a frontend type, use the PC frontend type.

6.

Display the second original from the document info record from the product structure directly. What are your options?

7.

Expand the product structure of the BOMs. Change the following BOM and use a change number.

SAP

SAP

Material: T-F1## Plant: 1000 Usage: 1

Use

In the first item, replace casing T-B1## with material 100-100: Copy material 100-130 with 15 pieces as a new stock item. Optional: Navigate within the product structure to the classification entry and select class 100 of class type 001. As soon as you open the class, the Find Object function is automatically started in this class. Search for any materials. Display all the classified objects that are found.

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Save the changes you have made to the BOM and go back to the browser.

Partner

Change number: C99-1.

8.

Use

Partner

In the document info record, display the first original. Exit the document info record and go back to the Product Structure Browser.

Internal

Only

Version: 00

SAPPLM


Solution 5: Life-Cycle Data Management Task: The Product Structure Browser provides you with an initial overview of the product data. You can now display or change any individual object. 1.

Open material T-F1## in the browser. Choose Logistics ? Central Functions ? Engineering ? Environment ? Product Structure and display the Material tab page.. Enter the order number and press “Enter” to confirm.

2.

The Product Structure Browser provides you with an overview of the material master-dependent objects. Which objects are these?

Use

Partner

Hint: You can also use transaction CC04 .

__________________________________________ __________________________________________

SAP

SAP

__________________________________________ __________________________________________ __________________________________________

Use

The material master-dependent objects are:

3.

Document Classification Bills of material Routings Possibly an inspection plan

Only

Internal

• • • • •

Partner

a)

Right-click to display material master T-F1## with the following views: Basic data 1 + 2


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a)

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SAPPLM

Work Scheduling a)

Position the cursor on the material number in the browser. Right-click and select the Display menu option. Then choose the following views by selecting the relevant entries: Basic Data 1 + 2 Work Scheduling

Only

For which plant can you start the Work Scheduling view? Plant: _________ Exit the material master and go back to the Product Structure Browser.

Partner

a) 5.

You can display work scheduling for plant 1000 (see F4 help for plant).

Expand the product structure of the documents. Display the following document:

Use

Document type: DRW Number: T-F1## Document part: 000

SAP

In the document info record, display the first original. Exit the document info record and go back to the Product Structure Browser.

Double-click the first original to display it. 6.

Display the second original from the document info record from the product structure directly. What are your options? a)

7.

You can use the glasses icon in the browser or right-click on the document and select the Display Original menu option.

Expand the product structure of the BOMs. Change the following BOM and use a change number. Material: T-F1## Plant: 1000 Continued on next page

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Internal

Position the cursor on the document number in the browser. Right-click and select the Display menu option.

Partner

Use

Caution: If the system asks for a frontend type, use the PC frontend type.

SAP

Version: 00

a)

Internal

4.

SAPPLM


Usage: 1 Change number: C99-1. In the first item, replace casing T-B1## with material 100-100: Copy material 100-130 with 15 pieces as a new stock item.

b)

On the following screen, enter: Entry

Material

T-F1##

Plant

1000

Usage

1

Alternative

No entry

Change number

C99-1

SAP

Field

Use

Partner

To change the BOM, navigate to the BOM in the browser and expand the folder for the BOM. The BOM header with the material number, plant and BOM usage is now displayed. Right-click and select the Change menu option.

SAP

a)

Use Internal

c)

Change the material number of the casing in the first item by overwriting T-B1## with 100-100.

d)

Add a new item to your BOM. Item: 0070 (= first available item number) Item category: L

Only

Component: 100-130 Quantity: 15 Unit of measure: PC Save the BOM and go back to the browser. Optional: Navigate within the product structure to the classification entry and select class 100 of class type 001. As soon as you open the class, the Find Object function is automatically started in this class. Continued on next page

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Press Enter to confirm. The system will issue a warning message, indicating that the date has been copied from the change number.

8.

Internal

Only

Save the changes you have made to the BOM and go back to the browser.

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Search for any materials. Display all the classified objects that are found. a)

Optional: If you expand this classification entry, you do not see any more of the tree. Instead, you only see a search screen for finding objects in the class.

Then choose the Find in initial class pushbutton. Choose F4 or double-click the value field to display the possible entries for the individual characteristics. Display all of the classified objects found. Hint: If you want to display the classification of your material in the browser, click the icon for the values for class 100.

Use

Partner

The product structure for class 100 will then open.

Internal

Only

Caution: Enter any values on the screen that appear, such as pump height =10.

SAP

SAP Only

Internal

Use

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Lesson Summary You should now be able to: • Assess the scope of document management • Select the correct PLM interface • List the product data used • Understand the engineering change management/configuration management process

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SAP

SAP Only

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Use

Partner

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Unit Summary

SAPPLM

Unit Summary You should now be able to: • Assess the scope of document management • Select the correct PLM interface • List the product data used • Understand the engineering change management/configuration management process

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Internal

SAP

SAP Only

Internal

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Unit 5 Internal

Only

Life-Cycle Collaboration Unit Overview This unit provides an overview of life-cycle collaboration topics.

Partner

Unit Objectives After completing this unit, you will be able to: understand the uses of the C-Projects and C-Folder collaboration scenarios use the Enterprise Portal as a user interface use the Internet Transaction Server

Unit Contents Lesson: Life-cycle Collaboration .................................................. 108

SAP

SAP

Use

• • •

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Internal

Use

Partner

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Unit 5: Life-Cycle Collaboration

SAPPLM

Lesson: Life-cycle Collaboration Lesson Overview

Lesson Objectives After completing this lesson, you will be able to: understand the uses of the C-Projects and C-Folder collaboration scenarios use the Enterprise Portal as a user interface use the Internet Transaction Server

Business Example

SAP Use

• •

You want to develop new turbines with the Internet-based C-Project scenario. Data should be exchanged with external vendors, customers or partners using the C-Folders. The Enterprise Portal gives access to all services and systems to individual employees in your company. Individual employees can work with the services of the Internet Transaction Server.

Introduction Collaboration between development partners, suppliers, and so on increasingly means that product and process data must be available worldwide, at all times throughout the life cycle, both inside and outside your company. An initial solution could be to use the C-Project Suite.

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• •

Partner

You want to introduce various Internet scenarios to make work easier for your own employees and for your vendors, customers or partners.

SAP

Your company manufactures turbines. You work with external vendors and development partners. Your system landscape consists of a PLM and several SCM systems. The PLM system is the central development system. The SCM systems are distributed around the world at the relevant production sites.

Use

Partner

• • •

Internal

Only

This unit provides an overview of the components of the Life-Cycle Collaboration. These include the C-Project Suite (C = Collaboration), with the components C-Projects and C-Folder, Enterprise Portals and the Internet scenarios of the Internet Transaction Server (ITS).

SAPPLM

Lesson: Life-cycle Collaboration

C-Project Suite C-Projects The C-Project Suite has two areas, the C-Projects solution and the C-Folder solution. While the C-Folder solution is designed for data exchange with external customers, the C-Projects solution is geared more towards project development within a company.

Use

Partner

Only

Internal

SAP

SAP

Use

Only

Internal

The C-Project Suite provides a user-friendly, Internet-based interface for project tasks. In this way, teams in your company can potentially collaborate without having to tackle the SAP system. Users can navigate intuitively through the Internet interface without requiring in-depth SAP expertise.

Partner

Figure 50: C-Project Suite

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Internal

As in SAP PS, you can also display the graphical planning boards. You can use these on the Internet to find out whether you are on track to meet planned deadlines, or whether you are behind schedule. You can define the relationships between individual network activities and thereby display dependencies.

Partner

This includes integration of the PS functions such as PSP elements, networks, materials or documents. The C-Project solution is essentially used to pre-define processes and functions that are subsequently transferred to the PS of the SAP system.

SAP

The C-Projects solution of the C-Project Suite can be used for virtual project work. Staff working on the project can perform standard project work such as defining checklists, tasks or processes. Structures can be developed similar to those used in the SAP project system.

Use

Partner

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Internal

Figure 51: Structure of the C-Project Suite

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SAP

C-Folder

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Internal

Partner

The Collaborative Folder scenario is an Internet-based platform for knowledge exchange and cross-company cooperation. This platform is used by external and internal partners during the development process of a product. All partners need access to project documents, other documents, and product data. They need to be able to make comments and changes, or add missing documents.

SAP

There are many different ways to transfer to the SAP system. You can transfer it manually or, for example, when the project is released. The project workers can therefore decide when they want to copy the data to the neighboring SAP system.

Use

Partner

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Internal

Figure 52: Transfer to the project system

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Internal

Use

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Internal

Partner

Within an Internet-based C-Folder scenario, a company has its own SAP system, where all product data is created and changed. This system is linked to the C-Folder server, which can be accessed through the Internet. An Internet browser now allows communication with development partners and customers.

SAP

SAP

Figure 53: Collaborative Engineering with C-Folder

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Internal

SAP Internal

Once the data has been changed, it can be copied back to the SAP system.

Enterprise Portals

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In the C-Folder scenario, the development partner (the customer or vendor) can display the data and change it if necessary. If originals are provided from document info records, these originals can be displayed in the Web. If they are 3D originals of the JT type, they can be displayed in the Internet and given redlining information.

Partner

You can build directory structures within such a scenario that contain the necessary data. This can include the material master, BOM or documents. This data can either be created directly in the folder, or imported from a connected SAP system (PLM or SCM).

SAP

The C-Folder scenario consists of a Collaborative and a Competitive scenario . The Collaborative scenario is used if development partners are given all key information. The Competitive scenario can be used if you want to include several vendors who each store the data in special areas defined for them.

Use

Figure 54: C-Folder Scenario


SAPPLM

Use

Partner

Only

Internal

Figure 55: Enterprise Portal

SAP Use

• •

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Internal

•

Single point of access: the Web browser allows centralized access to many diverse applications, and various content and services, allowing access from anywhere at any time Straightforward integration of SAP and non-SAP components and applications, and of intranet and Internet services Openness and flexibility A personalized and role-based user interface that can be adapted to suit the needs of each user

Partner

•

SAP

The Enterprise Portal (EP) cross-industry solution provides an open, role-based company portal that, used with a Web Browser, gives users integrated and personalized access to information, applications and services from both internal and external sources. The Enterprise Portal gives employees the starting point for their day's work. The information and applications they need are just a mouse-click away. The system's interface has a clear layout, is easy to change, and is user-friendly. The Portal's features include the following:

SAPPLM


Use

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Only

Internal

SAP Use Internal

The project information can be selected in the Portal using a project definition. These can be saved as favorites in the Portal. The WBS elements required for the definition can be displayed on one level and exploded as far as you want. If networks exist, with their activities, these are also displayed in the structure. Documents can also be linked and displayed with the objects of a project.

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The product information can be displayed within the Portal using a material master selection. The material masters can be saved as favorites in the Portal, which allows you to display them more quickly. The product information includes BOMs, change numbers, classifications or documents, as well as the material masters. If there are also originals for the documents, these can be integrated or displayed using a separate application. The BOMs are always displayed on one level, though you can explode as many levels as you like. Classes, characteristics and classification information is also integrated.

Partner

Product/project or attachment information can be stored in the Portal, in addition to the company-specific information. You can access several SAP systems to get the information you need.

SAP

Figure 56: PLM information in the Enterprise Portal


SAPPLM

The maintenance information is structured similarly to the project or product information. Here you also select a functional location as the initial object in a system structure that can consist of functional locations, equipment, and so on. If documents exist, you can display them.

Internet Transaction Server

Only

Use

Partner

Internal

Your company also has the option of using an Internet Transaction Server. You can define various services there that employees can use. As well as document searches, this includes the creation of notifications. These may be change notifications or claim management notifications.

SAP

SAP

In the document search scenario on the Internet, you can look for information from the document key, or from the content of the document info record. If a document info record is found, you can display detailed information and originals. If necessary, you can change the originals. Delivery problems, discrepancies or capacity bottlenecks, for instance, can occur within the project. You can use the Claim Management to clarify responsibilities, define problems, and so on. In the Internet scenario, you can formulate user-defined texts or refer to vendors/customers. If a project already exists, you can also refer to a PSP element.

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Figure 57: Internet Transaction Server

SAPPLM


Lesson Summary You should now be able to: • understand the uses of the C-Projects and C-Folder collaboration scenarios • use the Enterprise Portal as a user interface • use the Internet Transaction Server

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SAP

SAP Only

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Unit Summary

SAPPLM

Unit Summary You should now be able to: • understand the uses of the C-Projects and C-Folder collaboration scenarios • use the Enterprise Portal as a user interface • use the Internet Transaction Server

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Test Your Knowledge


Does the C-Folder scenario allow data to be exchanged between SAP systems? Choose the correct answer(s).

2.

A B C

Yes To some extent No

Internal

Only

□ □ □

Can the mySAP Enterprise Portal only be used for SAP applications? Choose the correct answer(s).

A B

No Yes

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□ □

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Test Your Knowledge

SAPPLM

Answers 1.

Does the C-Folder scenario allow data to be exchanged between SAP systems? Answer: C

Only

2.

Can the mySAP Enterprise Portal only be used for SAP applications?

The mySAP Enterprise Portal can be used for both SAP products and non-SAP products.

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Partner

Answer: A

Internal

The C-Folder scenario does not exchange data between several SAP systems. Rather, it is used primarily to exchange data with customers or development partners who are not connected to your SAP system and who nevertheless need SAP data. This data is provided in Internet folders.

SAP

SAP Only

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Asset Life-Cycle Management covers the both plant maintenance (PM) and customer service (CS). The goal of plant maintenance is to manage a company’s own technical assets, whereas the goal of customer service is to manage customer assets.

SAP

Unit Objectives

Use

• • • • • •

Describe the basics of mapping plant maintenance and service objects Describe the uses of functional locations, equipment and bills of material in plant maintenance and customer service Describe what's involved in maintenance processing Explain the concept of maintenance notifications and maintenance orders Describe the Customer Service functions Display service operations in the system Explain work scheduling Explain time-based, performance-based, and condition-based maintenance planning

Unit Contents Lesson: Organizational Units and Technical Objects .......................... 123 Exercise 6: Technical Objects ................................................ 135

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• •

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SAP

This unit provides an overview of the essential processes that comprise mySAP PLM Asset Life-Cycle Management.

Use

Partner

Within the mySAP Product Lifecycle Management (mySAP PLM) solution, Asset Life-Cycle Management manages assets throughout their entire life cycle, and includes all the functions necessary for company-wide asset management.

Internal

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Asset Life-Cycle Management

Unit 6: Asset Life-Cycle Management

SAPPLM

Lesson: Maintenance Processing ................................................ 138 Exercise 7: Maintenance Processing ........................................ 157 Lesson: Customer Service ........................................................ 161 Exercise 8: Display a Service Notification with Service Order............ 171 Lesson: Preventive Maintenance ................................................. 175 Exercise 9: Preventive Maintenance......................................... 185

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SAP Only

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2005/Q2

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Lesson: Organizational Units and Technical Objects

Lesson: Organizational Units and Technical Objects Lesson Overview In this lesson, an existing asset structure is displayed. The structure is composed of functional locations, equipment and BOMs. The integration of the asset with other components of the SAP system is also displayed.

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After completing this lesson, you will be able to: Describe the basics of mapping plant maintenance and service objects Describe the uses of functional locations, equipment and bills of material in plant maintenance and customer service

Business Example

SAP

Organizational Units

Use

The maintenance plant is assigned to the company code, which represents the balancing unit (for example, one subsidiary of a worldwide corporate group). The company code is, in turn, assigned to a client, which represents the entire company. The most important organizational unit for plant maintenance and customer service is the maintenance planning plant (PM planning plant), which is responsible for planning and coordinating requirements. The maintenance planning plant determines whether the centralized, cross-plant planning or decentralized, plant-specific planning is to be used to plan maintenance requirements in a company. Every maintenance planning plant is subdivided into maintenance planning groups and maintenance work centers.

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Internal

The most important organizational unit is the logistical plant, which refers to a technical asset in the form of the maintenance plant. The maintenance plant usually refers to a production facility where there is a technical asset.

Partner

Plant maintenance and customer service fit seamlessly into the organizational structures of logistics.

SAP

The technical assets in your company must be mapped in the system using technical objects so that they can be accessed when maintenance tasks are being performed and thus used to construct an area-specific or object-specific history.

Use

Partner

• •

Internal

Lesson Objectives


SAPPLM

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Figure 58: Organizational Units

SAP

SAP

The maintenance work center represents the shop floor and the maintenance group (for example, fitters, electricians or mechanics) and is therefore the basic unit used to perform maintenance and service tasks. It has a certain capacity for each working day and contains details on the type of work to be performed and its valuation.

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Figure 59: Maintenance or Service Work Station

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Mapping Objects to be Maintained The following questions play a decisive role in first identifying and mapping maintenance-relevant and service-relevant objects: For which objects are maintenance and service tasks to be performed? For which objects are where-used lists (history) required? Which objects appear merely as replacement parts and do not need their own history?

If a history has to be constructed for an asset part or a single object (for technical or cost accounting reasons), functional locations and equipment are used.

Single, independent aggregates (such as pumps, motors and gear units) are mapped as equipment and, if necessary, installed in a functional location. However, if objects can only be dispatched as replacement parts and do not require their own history, they are stored as materials within BOMs.

SAP

SAP

As production assets, buildings, vehicles and so on can be accessed by PM and CS, they are mapped as technical objects in the system. Every technical object is created as a master record and contains technical and organizational data (for example, the assignment to a maintenance plant and a maintenance planning plant, the maintenance or service work center responsible for the object, the relevant cost center and so on).

Use

Partner

The functional location maps the entire asset in the form of hierarchically ordered areas and subareas.

Internal

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• • •

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Internal

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Figure 60: Clarification Plant as a Hierarchy of Functional Locations

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Functional Locations A functional location is a hierarchical structure that can be arranged according to spatial, technical, or functional criteria. The hierarchy structure is controlled by a structure indicator. The function of the structure indicator is generic number assignment. In other words, the number of an asset indicates its position in the hierarchy. The number of a functional location is also known as labeling.

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Internal

The structure indicator defines which characters can be used to identify the functional location and the number of levels the hierarchy can contain.

SAP

SAP

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The structure of a functional location can be displayed within the structural display.

Partner

Figure 61: Structure Indicator of the Clarification Plant

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Figure 62: Structural Display of Biological Cleaning

Every functional location is represented by a master record, which contains the most important technical and organizational data of the relevant area or asset part.

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SAP

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Figure 63: Master Record of a Functional Location

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Equipment Equipment refers to individual aggregates that are incorporated into a functional location or managed independently of a hierarchy as independent objects. Equipment is used if object-related verification documents should be kept for costs and technical findings.

SAP

SAP

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Figure 64: Examples of Equipment

Use

For multiple installations and removals of equipment, the intervals and their installation locations are logged in the usage list of the equipment. This usage list can be displayed from the equipment view and from the functional location view.

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Both the functional location and the equipment category must permit the installation. During installation, you can define whether and how the data of the equipment master record is to inherit the data of the functional location.

Partner

When a piece of equipment is created, it can be installed in a functional location.

SAPPLM


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Internal

Figure 65: Installation/Removal of Equipment

SAP Use

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Internal

In Plant Maintenance, BOMs show the person responsible for the maintenance-relevant parts that constitute a technical object. In addition, they are used for spare parts planning in the maintenance order and in the maintenance task list.

Partner

Bills of Material

SAP

Equipment is automatically numbered by the system when it is created (internal number assignment) or it is assigned a number by the person responsible (external number assignment). This number is unique across all clients (that is, in the entire company).

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SAP

SAP

A BOM can be created for a specific technical object (BOM for functional location, equipment BOM) or as a material BOM, which can be assigned to several technical objects that have the same structure.

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Internal

Figure 66: Use of a BOM in Plant Maintenance

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Figure 67: Types of Maintenance BOMs

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A maintenance BOM can contain single materials and assembly groups. Assembly groups are used to divide a technical object into maintenance-relevant units. Single materials are directly available for spare parts planning.

SAP

SAP

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Internal

Figure 68: Technical Object with Material BOM

Use

In general, the objects to be maintained are not isolated units. Rather, they have multiple relationships with other company areas.

All assets are simultaneously assigned to a cost center in Controlling. In Materials Management, spare parts are stored with a material number, and, in certain cases, with a serial number also.

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Internal

In Asset Accounting, for example, technical assets are stored with an asset number and are an integral part of fixed assets.

Partner

Integration and Interfaces


SAPPLM

The most important relationships, which you can enter directly in the master record of a technical object, are as follows:

SAP

Organization (plant, company code, controlling area and business area) Controlling (cost center) Asset Accounting (asset number) Production (production work center) Customer

The CAD interface can be used during product development in Life-Cycle Data Management and also in connection with technical objects in Asset Life-Cycle Management. With the CAD-SAP connection, you can, for example, use the CAD system as an interface for the Asset Engineer and, if required, call up the corresponding SAP data from a graphical element (for example, the master record of a functional location or piece of equipment).

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The following two interfaces are particularly important as regards the connection to external systems:

Partner

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SAP

• • • • •

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Figure 69: Aspects of Integration

SAPPLM


SAP Use

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An external GIS system has direct access to data in the SAP system, for example, to display the geographical location of a technical object.

SAP

The technical objects can also communicate with geographical information systems (GIS) using the GIS interface.

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Figure 70: Example of the CAD Interface in a Process and Instrumentation Diagram (PID)

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Figure 71: GIS Interface

SAP

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Exercise 6: Technical Objects Exercise Objectives After completing this exercise, you will be able to: • Display the structure of a functional location

Only

1.

Display the structure of clarification plant ## with the installed equipment and BOMs.

Use

The clarification plant is represented by functional location ##.

Task:

Internal

You are responsible for creating object structures in the system and want to gain an overview of the structure of your clarification plant.

Partner

Business Example

SAP

SAP Only

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135


SAPPLM

Solution 6: Technical Objects Task: The clarification plant is represented by functional location ##. 1.

Display the structure of clarification plant ## with the installed equipment and BOMs. Call up the structural display of the functional location

SAP

Enter ## in the Functional location field.

c)

In the Explosion area, select the check boxes for Equipment installed and BOM explosion.

d)

Choose Execute or press the F8 key.

e)

The structure of the clarification plant with its first subordinate level is displayed.

f)

You can use the + symbol to expand each area. The following color codes are used in the display: Blue = Functional location Green = Equipment

Use

Partner

Yellow = Maintenance assembly group

SAP

b)

Use

Partner

From the SAP menu, select Logistics ? Plant Maintenance ? Technical Objects? Functional Location ? Structural Display..

Internal

Only

a)

Only

Internal

Red = Material

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Lesson Summary You should now be able to: • Describe the basics of mapping plant maintenance and service objects • Describe the uses of functional locations, equipment and bills of material in plant maintenance and customer service

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SAP

SAP Only

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137


SAPPLM

Lesson: Maintenance Processing Lesson Overview This lesson discusses the processes in maintenance processing:

Only

Breakdown maintenance Corrective maintenance Preventive maintenance Shutdown management Work clearance management

Internal

• • • • •

After completing this lesson, you will be able to: • •

Describe what's involved in maintenance processing Explain the concept of maintenance notifications and maintenance orders

SAP Use

The processes in maintenance processing are divided according to different criteria. Depending on how the maintenance can be planned and scheduled, we mainly distinguish between three processes:

Processes in Plant Maintenance

Only

• • •

Breakdown maintenance Corrective maintenance Preventive maintenance

In breakdown maintenance you have to respond to a breakdown immediately. This is done by directly creating a maintenance order with minimal reference data.

138


Partner

Processing should be fully integrated with the other company areas.

The resulting tasks should be planned, processed, and settled according to their source.

SAP

Maintenance requirements should be compiled centrally to ensure that they are processed in an efficient and coordinated fashion.

Internal

Business Example

Use

Partner

Lesson Objectives

2005/Q2

SAPPLM

Lesson: Maintenance Processing

In corrective maintenance, there is less urgency and, therefore, you have more time to plan the tasks to be executed in detail. In this case, the maintenance request is first entered in the system as a maintenance notification and then converted to a maintenance order. Using maintenance notifications allows you to overview and coordinate various requirements.

Only

Use

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Internal

In preventive maintenance, maintenance tasks are executed regularly. Maintenance dates are partly planned well in advance. The system displays them as maintenance dates. Here the maintenance order is not created manually, but is automatically generated using a maintenance plan.

• • • •

Inspection, maintenance, repair Refurbishment Shutdown management Work clearance management

For each of these processes, the central instruments are the maintenance notification and maintenance order. A possible process flow for corrective maintenance processing could look like the following:

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Internal

Furthermore, the processes can be divided according to the specific requirements:

Partner

Use

SAP

SAP

Figure 72: Processes in Plant Maintenance


SAPPLM

Partner

Only

Internal Use

Figure 73: Cycle of Maintenance Processing

This process flow is shortened for the breakdown maintenance process:

SAP

Preventive maintenance is dealt with in a separate section.

Many different requirements are made of plant maintenance, each of which have different priorities. These requirements are first created in the system as maintenance notifications, forming part of a central list, which facilitates the monitoring of all maintenance requirements and their coordinated processing. Maintenance notifications are offered in the standard system in the following form: • • •

Malfunction report – communication of a malfunction (very urgent) Maintenance request – communication of a requirement (less urgent) Activity report – recording of an executed activity

Maintenance notifications normally deal with a technical object, that is, a functional location or a piece of equipment. All the relevant data for this object (for example, maintenance plant, cost center, responsible work center) is read into the notification

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Corrective Maintenance: Maintenance Notification

Partner

Use

Note: The following illustrates the various characteristics of corrective maintenance.

SAP

Phases 1-3 are merged into one phase in which the maintenance order is created directly and immediately put in process.

SAPPLM


as default values. If the technical object has not yet been established at the time the notification is created, you can create the notification even without an object and can still enter the object later.

Use

Only

Internal

A HTML-based portal can also be used to enter maintenance requests decentrally as a general and very simple requirement notification. This can be completed later by the maintenance planner or work scheduler and converted into the correct notification type.

Partner

Maintenance notifications can be centrally received from a maintenance planner or work scheduler and then entered in the system as a malfunction report or maintenance request.

SAP

SAP

Use

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Only

Internal

Figure 74: Definition of Maintenance Notification

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SAPPLM

In both cases, the central notification list is the starting point for further processing and monitoring.

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Internal

Figure 75: Web-Based General Requirement Notification

SAP

SAP

In addition to communicating maintenance requests, maintenance notifications have another aim. They are used for entering technical findings (for example, damage, cause of damage, activities performed) to create a history. Catalogs are used to enter technical findings. Catalogs make object parts, damage, damage causes, activities, and so on, available in coded form, thus facilitating a targeted valuation at a later stage.

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Figure 76: Notification List

SAPPLM


Partner

Only

Internal Use

Figure 77: Catalogs in Plant Maintenance

SAP Internal

Financial Accounting Controlling Materials Management Production Project Management Sales and Distribution (service order) Real Estate Management Investment Management

Only

• • • • • • • •

In corrective maintenance, you can create maintenance orders either directly as immediate orders or breakdown orders, or on the basis of one or more maintenance notifications.

2005/Q2


Partner

The order therefore forms the central point of departure for integration with other company areas. Depending on the intention, the company area involved, and the resources deployed, full integration is possible with various areas, above all the following:

SAP

The maintenance order is used to plan and execute maintenance tasks. It collects all the costs incurred and thus offers the option of area-based and object-based cost evaluations. After the task has been completed, the costs are settled to a receiver to be named.

Use

Corrective Maintenance: Order

143


SAPPLM

If the maintenance order is not concerned with a breakdown but with a maintenance request for which there is enough time for planning (for example, machinery relocation, unscheduled maintenance task, refurbishment, cleaning), it is usually created on the basis of one (or more) previously created maintenance notifications. Before the order is released, the tasks to be executed are planned in detail. The planning extends to all the resources required:

Use

Partner

Only

Objects to be processed Operations Workshops (maintenance work centers) Materials (kept in stock or procured externally) External services Utilities

Internal

• • • • • •

SAP

SAP

An order can be created for just one object or for a list of (more or less similar) objects. The order in which the tasks to be performed (list of operations) must be executed can be defined manually or on the basis of templates (text modules, maintenance task lists). The workshops are planned at the level of the individual work steps together with the estimated expenditure of human labor and the lead time.

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Figure 78: Elements of Maintenance Order

SAPPLM


You can freely assign required replacement parts that are kept in stock or assign them to a BOM of the respective operation. Reservations and availability checks are fully automated and integrated with Materials Management processes.

Use

Only

Internal

Partner

If spare parts must be procured externally, then a purchase requisition can be sent automatically from the order to Purchasing. The order remains in the center of processing for the subsequent purchase order handling, that is, the purchasing, goods receipt, and invoice receipt are always posted with reference to the order.

SAP

SAP

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Internal

Figure 79: Planning of Stock Material

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Figure 80: Planning of Non-Stock Material

Use

The external procurement of spare parts is further supported through the integration of Internet-supported parts catalogs, which are integrated with order planning.

SAP

SAP Only

Internal

Use

Partner

Figure 81: Use of Internet Catalogs

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If the tasks cannot be carried out by internal workshops, external firms must be involved. The planning of external firms should be operation-related in the same way as internal workshops (that is, you plan them with reference to a concrete operation). Externally processed operations can be in the same order as internally processed operations.

SAP

SAP

Use

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Internal

Figure 82: Planning Alternative: Internal or External Processing?

Individual purchase order – for sporadic requirements External work center – for regular use of the external company Service item – exact planning and documentation of the service using service master records

Only

Internal

• • •

Partner

Use

Three scenarios exist for processing external services:

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Use

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Internal

Figure 83: Mapping of External Services

SAP Use

The orders are settled by Controlling, that is, the costs incurred through the order are debited to the receiver named in the settlement rule (for example, the cost center of the technical object). After the settlement, Controlling performs the business completion of the order.

Corrective Maintenance: Refurbishment An additional scenario within corrective maintenance processing is the refurbishment of repairable spare parts. Here the order is not based on a technical object but on a material with separated valuation.

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If the order has been executed and all the operations have been performed, then the order is technically completed and written to the order history. Changes can no longer be made to the technical side of the order.

Partner

Depending on the scenario chosen for external processing, either a time confirmation for the external work center, a goods entry for the individual purchase order, or a service entry with acceptance of the purchase order with service specifications is performed.

SAP

The resources used are posted to the time confirmation, where the actual times accrued are entered. The material usage is posted to the order as goods movement. Both confirmations can be executed separately or combined in one transaction.

SAPPLM


SAP

SAP

For the refurbishment order, a part is taken from the “defective” partial stock, refurbished, and posted back to the warehouse in a “refurbished” partial stock. The balance of the order from services performed (valuation of the refurbished part) and resources used is settled directly to the material and leads to the recalculation of the moving average price.

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Internal

Figure 84: Material with Separated Valuation

Only

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Figure 85: Refurbishment Process Flow

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SAPPLM

Corrective Maintenance: Shutdown Planning Revisions and planned shutdowns need exact planning so the required tasks can be performed safely and efficiently. Through the interaction of maintenance orders and Program and Project Management, this planning can be processed with shutdown projects. The overall project and the individual steps to be performed are represented in one project with various WBS elements (WBS = work breakdown structure). The WBS elements determine the schedules and budgets.

Use

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Internal Only

Internal

WBS elements can be subdivided into individual tasks (for example, electrical work, work on scaffolding, paint work, and so on) using the maintenance order. The WBS elements can be assigned to the order either manually or automatically.

Partner

Use

SAP

SAP

Figure 86: Shutdown Planning

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Internal

Corrective Maintenance: Work Clearance Management

Use

Only

Internal

In Work Clearance Management, technical objects are isolated electrically for the duration of the maintenance work or for the duration of special tests, or they are separated mechanically from other asset parts, so work can be performed safely on these technical objects.

Partner

If maintenance tasks must be performed in a dangerous environment (for example, in a nuclear power plant), the work can only start once every measure has been taken to ensure occupational safety. These safety measures might include tagout/lockout, fire protection, radiation protection, for example.

SAP

SAP

Figure 87: Project and Maintenance Order

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SAPPLM

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Internal

Figure 88: Work Clearance Management

SAP

SAP

These safety measures can be controlled and checked using Work Clearance Management (WCM). This allows a safe work environment to be set up. Applicable environmental constraints can be complied with and the reliability of assets can be guaranteed. Work Clearance Management is thus fully integrated into the maintenance process.

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The following requests are fulfilled through the use of Work Clearance Management:

SAP

Standardized process for observing safety measures Approvals and status tracking Compliance with legal and company-internal safety standards Reviewability (through change documents and through time stamps for changes)

Use

Standard model

Only

Internal

Enhanced model

Partner

In terms of the architecture, we distinguish between two models in Work Clearance Management:

SAP

• • • •

Use

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Internal

Figure 89: Work Clearance Management in the Maintenance Process

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SAPPLM

Internal

Figure 90: Architecture

The standard model work includes the following work clearance management objects: Work clearance application Operational WCD

SAP

Work approval

Use

The operational WCD is a WCM object used for tagging technical objects. The work clearance document: • • • •

154

Describes tagging Contains an asset's technical objects which are to be tagged or monitored within Work Clearance Management Controls the physical isolation and tagging for the affected technical objects Contains detailed information on how to isolate the system


2005/Q2

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Internal

In the standard model, a work clearance application is a means of communicating information between orders and operational WCDs. The operational WCD can control the maintenance order release because it is assigned directly to the order.

Partner

Additional applications (for example, fire protection, radiation protection, special protective clothing, and so on)

SAP

The enhanced model includes the following additional work clearance management objects:

Use

Partner

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SAPPLM


The following example outlines a possible maintenance process: • •

•

• • •

Use

Partner

•

Internal

Only

•

Creating a malfunction report for a pump by the shift personnel The maintenance planner creates the maintenance notification. (Alternative scenario: A maintenance order for the pump is generated automatically by a maintenance plan.) Repairing the pump necessitates lockout/tagout. The maintenance planner or work clearance planner (safety engineer) assigns WCM objects (operational WCDs, work clearance applications, approvals) to the order during order planning. The work clearance planner then approves the work clearance application. After tagging the operational WCD, the work clearance planner performs the work clearance application. When tagging has been performed, the maintenance planner can release the order (from a safety perspective). After the work has been carried out and tagout/lockout is no longer required, the maintenance planner sets the work completed status for the order. The work clearance application is completed and approved for untagging. The untagging is done locally. The maintenance planner technically completes the order.

SAP

SAP Only

Internal

Use

Partner

Figure 91: Possible Communication in the Standard Model

Mobile Solutions Every phase of maintenance processing is also supported by mobile solutions. Interfaces exist for a series of PDAs (personal digital assistants), which you can use for running an inventory or entering master data, for recording times, measurements or counter readings, and recording other data.

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Internal

Figure 92: Mobile Solutions

SAP

SAP Only

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2005/Q2

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Exercise 7: Maintenance Processing Exercise Objectives

Only Partner

Display the message for Equipment TEQ-00. Which menu path do you use?

2.

What function does the notification have in general?

3.

What is the function of the reference object area?

4.

What is the function of the item area?

5.

What is the name of the assigned maintenance order? Note down the number.

Use

2005/Q2

1.

Show the order you made a note of above. Which menu path do you use?

2.

What function does the order have in general compared to the notification?

3.

How are the individual operations planned?

4.

How can you check the costs incurred?


Only

Internal

You want to check an existing maintenance order that was created on the basis of a notification.

Partner

Task 2:

SAP

1.

You want to check a new application.

Use

Task 1:

As the maintenance planner, you are responsible for planning and monitoring the maintenance tasks in the biological cleaning of wastewater treatment plant ##.

Internal

Business Example

SAP

After completing this exercise, you will be able to: • Display a maintenance notification • Display a maintenance order

157


SAPPLM

Solution 7: Maintenance Processing Task 1: You want to check a new application.

2.

Display the message for Equipment TEQ-00. Which menu path do you use? a)

SAP menu Logistics ? Plant Maintenance ? Maintenance Processing ? Notification ? Display

b)

Use the F4 Help to find Equipment TEQ-00 and set all IDs of the notification status.

What function does the notification have in general?

Partner

What is the function of the reference object area? a)

What is the function of the item area?

What is the name of the assigned maintenance order? Note down the number. a)

Note down the order number according to line 3 in the notification: ________________________.

Task 2: You want to check an existing maintenance order that was created on the basis of a notification. 1.

Show the order you made a note of above. Which menu path do you use? a)

SAP menu Logistics ? Plant Maintenance ? Maintenance Processing ? Order ? Display. You can also navigate directly from the notification.


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Only

Internal

In the item you specify the exact damage location (object part) and the cause of damage. These specifications are made in coded form on the basis of catalogs so a later evaluation is possible.

Partner

Use

a)

5.

The reference object is the technical object (in the plant maintenance sense) to which a notification or an order refers and for which a task must be performed. The reference object data is copied automatically to the notification or order.

SAP

4.

The notification is for communicating and coordinating maintenance requests, as well as documenting technical findings.

Use

3.

SAP

a)

Internal

Only

1.

SAPPLM


2.

What function does the order have in general compared to the notification? a)

3.

How are the individual operations planned? a)

Only

By creating operations, which include the necessary resources (work center, material, tools). See Operations tab page in the order.

How can you check the costs incurred? Using the Costs tab page, you can display a cost overview, which includes the estimated and planned and actual costs.

Use

Partner

a)

Internal

4.

The order is for the detailed planning of the work to be performed. Furthermore, it gathers all the costs accrued through the processing of the tasks.

SAP

SAP Only

Internal

Use

Partner

2005/Q2


159


SAPPLM

Lesson Summary You should now be able to: • Describe what's involved in maintenance processing • Explain the concept of maintenance notifications and maintenance orders

Use

Partner

Only

Internal

SAP

SAP Only

Internal

Use

Partner

160


2005/Q2

SAPPLM

Lesson: Customer Service

Lesson: Customer Service Lesson Overview This lesson describes the special features of Customer Service in Asset Life-Cycle Management. This covers the following topics:

Only Partner

Business Example

• •

Use

After completing this lesson, you will be able to: Describe the Customer Service functions Display service operations in the system

Use

You use service notifications to record incoming customer queries or problem reports. The notification creator can display information on the customer, the technical object, contracts, and warranties in the notification. The state of a customer's technical object can be described in the notification. You can use the notification to request the necessary service tasks and roughly plan any further service processing. You can also use the notification to track the process of the tasks to be performed. You create a service order from a service notification if work must be performed for the customer. You create a customer order from the notification if you want to send materials (for example, replacement parts) to the customer. You can use the same service notification to create both a service and a customer order.

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161

Only

Internal

Service Notifications

Partner

Our company performs services for our customers, particularly technical services such as installations, repairs, and maintenance work. The services are provided on-site at the customer's place of business or in the internal service center. We also provide telephone support for customer problems. We make long-term arrangements for these services with our customers. To be able to supply these services efficiently to our customers, we must be able to edit service notifications, service orders and various types of services in mySAP PLM.

SAP

Lesson Objectives

SAP

Service notifications Service orders Returns and repairs processing Service contracts

Internal

• • • •


SAPPLM

SAP Use

Partner Only

Internal

SAP

The Customer Interaction Center (CIC) transfers incoming calls from customers to the relevant processor (using Computer Telephony Integration (CTI)) and is used to support the further processing of the contact using various business processes. The Basis application, SAPphone, is used for the telephone connection. The function allows the full scope of telephony operations and controls between the front office application and CTI such as conference calls, transfer calls, consultation calls, and callbacks. You can customize the Front Office screen to a large degree and adapt it to your business processes and the capabilities of the individual processor. In this way, different call center types can be represented.

Use

Partner

Only

Internal

Figure 93: Service Notification Structure

162


2005/Q2

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Use

Partner

Only

Internal

Use

A change in a product or system, which represents a malfunction, is described as a symptom. You can describe symptoms using free text, code catalog attributes for problem codes, causes of problems, and problem locations, configured attributes, priorities, and statuses. Symptoms can be linked with any number of business objects, such as products, equipment, or an installed base. Symptoms are saved in the solution database together with solutions and linked to these solutions.

Partner

An activity that eliminates a symptom is described as a solution. You can describe solutions using free text, tasks that must be executed, and appendices that support and explain the problem solution. The search is supported by a search engine and offers both text retrieval and an attribute search based on catalog contents.

2005/Q2


163

Only

Internal

The solution database is an application you can use to save problem symptoms and solutions, link them with one another, and call them. The database can be used for different kinds of problems. It contains symptoms, solutions, and references. Solutions and symptoms are linked with one another using references.

SAP

SAP

Figure 94: The Customer Interaction Center Front Office screen


SAPPLM

Partner

You use service orders to plan, monitor, and settle work that is performed for customers. The same functions are used for planning, execution, and confirmation as are used in the maintenance order. In addition, the invoice offers you the option of billing for the work performed by expenditure or using a fixed price.

Use

SAP

Only

Internal

Figure 95: Construction of the Solution Database

Service Orders

SAP Only

Internal

Use

Partner

164


2005/Q2

SAPPLM


SAP Use

Only

Internal

After billing the service order, you can analyze the result for the individual order as the difference between the proceeds and the costs. As part of order settlement, this result is passed on to Controlling, where you can summarize it at high levels.

Partner

The billing of service orders can be resource-related, flat rate, or combined. This way you can control flexibly which expenses are billed to the customer at which rate in the invoice.

SAP

A major difference from the maintenance order is the option of assigning customers and of entering information related to billing in the Service data screen area. Here you can control whether to use a service product, which describes the services to be performed. You can also decide whether the invoice for the service should be resource-related or at a flat rate, and whether it is a warranty service.

Use

Partner

Only

Internal

Figure 96: Service Order Structure

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165


SAPPLM

Use

Partner

Only

Internal

Figure 97: Cost and Revenue Report in the Service Order

SAP Use Internal

166


2005/Q2

Only

In returns and repairs processing, customers send devices to the service center for repair or for other work to be performed (upgrades, refurbishment). When the repair work has been performed, these devices can be sent back to the customers and the billing can be resource-related or at a flat rate. There are various other variations possible, such as working with material serial numbers, temporary replacement processing, the sending of replacement devices, or the integration of inspection lot processing from Quality Management.

Partner

Returns and Repairs Processing

SAP

On the basis of the planning data of a service order, you can create a quotation with planned resources or a flat quotation for services. The same flexible controlling is used for this as for billing, so you can influence which values should appear in the quotation.

SAPPLM


SAP

SAP

The process is divided into three phases. You can configure which operations (which subsequent processing) the system proposes at which point or which subsequent processing the user adds.

Use

Partner

Only

Internal

Figure 98: Returns and Repairs Processing

Only

Internal

Use

Partner

Figure 99: Phases and Operations

2005/Q2


167


SAPPLM

Service Contracts Service contracts are used to represent long-term arrangements with customers. A service contract describes which services were performed for which customers (or which services the customer can call up) and how these services are invoiced. You can use a billing plan to periodically generate invoices from the contracts.

SAP

SAP

Use

Partner

Only

Internal

Figure 100: Structure of the Service Contract

Use Internal

The contract gathers all the revenue that was generated during billing and the costs that were generated by performing the contractual services. These costs are determined for the service order with reference to the contract and then settled to the contract. This allows you to analyze the profitability of individual contracts.

168


2005/Q2

Only

The linking of a contract to a maintenance plan offers you the option of having your system automatically generate service notifications or orders for the contractual services at regular intervals.

Partner

This is the integration into the processing of service notifications and orders. The contractually agreed reaction and service times are considered when service notifications are processed. The contractual price agreements are considered when service orders are billed so the customer is billed only for those services that are not covered by the contract.

SAPPLM


Use

Partner

Only

Internal

Figure 101: Service Contract Value Flow

SAP

SAP Only

Internal

Use

Partner

2005/Q2


169


SAPPLM

Use

Partner

Only

Internal

SAP

SAP Only

Internal

Use

Partner

170


2005/Q2

SAPPLM


Exercise 8: Display a Service Notification with Service Order Exercise Objectives

Business Example

Task:

1.

First display the notification from customer 1171 that the instructor has already used. Which menu path do you use?

2.

Define the following data:

Use

Partner

Sold-to party Equipment

Display the service order.

4.


Only

Internal

Service order number 3.

Billing form Basic start date 5.

2005/Q2

SAP

SAP

You want to check a previously executed task for fixing a breakdown of a customer device. In this context, you want to first examine the customer notification from which the task originated.

Use

Partner

You are responsible for Customer Service tasks that must be performed for a particular customer. You analyze a task that was performed in the past. The customer had telephoned to report the problem, which was then solved by an engineer locally.

Internal

Only

After completing this exercise, you will be able to: • Display information in the service order

Display the document flow of the service order. Display the last document.


171


SAPPLM

Solution 8: Display a Service Notification with Service Order Task: You want to check a previously executed task for fixing a breakdown of a customer device. In this context, you want to first examine the customer notification from which the task originated.

Only

a)

SAP menu Logistics ? Customer Service ? Service Processing ? Notification ? Display

b)

Enter the notification number and choose Enter.


Use

Partner

2.

First display the notification from customer 1171 that the instructor has already used. Which menu path do you use?

Sold-to party Equipment

see: ? Notification ? Customer address ? First block, first line

Equipment

see: ? Notification ? Customer address ? Third block, second line

Service order number

See third line above

Only

SAP Internal

Sold-to party

Display the service order. a)

4.

Enter:

Click on ServOrder.



172


Partner

Use

a)

SAP

Service order number

3.

Internal

1.

2005/Q2

SAPPLM


Billing form Basic start date

5.

Billing form

see: → Header data → Customer address → Second block, last field

Basic start date

see: ? Header data ? Customer ? → Fourth block l, first field

Display the document flow of the service order. Display the last document. a)

Click Document Flow. Click on the last document and choose Display Document.

Use

Partner

Enter:

Internal

Only

a)

SAP

SAP Only

Internal

Use

Partner

2005/Q2


173


SAPPLM

Lesson Summary You should now be able to: • Describe the Customer Service functions • Display service operations in the system

Use

Partner

Only

Internal

SAP

SAP Only

Internal

Use

Partner

174


2005/Q2

SAPPLM

Lesson: Preventive Maintenance

Lesson: Preventive Maintenance Lesson Overview This lesson illustrates the processes of Work scheduling Maintenance planning

Internal

Only

• •

Lesson Objectives After completing this lesson, you will be able to: Explain work scheduling Explain time-based, performance-based, and condition-based maintenance planning

Business Example

SAP Use

• • •

The aim of preventive maintenance is the regular inspection and maintenance of technical objects. The tasks to be executed are triggered by the following three criteria:


Only

2005/Q2

Time-based Performance-based Condition-based

Partner

Processes of Preventive Maintenance

Internal

The aim is to have the system automatically generate maintenance orders at the right time.

SAP

Your company tries to ensure that its systems are regularly maintained. You must therefore schedule preventive maintenance with the regular performance of maintenance activities.

Use

Partner

• •

175


SAPPLM

In planning the tasks to be executed, we distinguish between work scheduling and maintenance planning.

SAP Use

Work Scheduling

Only

Internal

Work scheduling is the basis of preventive maintenance. Work scheduling is performed in maintenance task lists, which are created for either a technical object (functional location or piece of equipment) or without an object (general maintenance task list).

Partner

Maintenance planning is used for calculating future maintenance dates and for the timely and automatic creation of maintenance orders.

SAP

Work scheduling forms the basis of preventive maintenance and is concerned with creating maintenance task lists. A maintenance task list contains a preplanned sequence of operations including the resources required.

Use

Partner

Only

Internal

Figure 102: Types of Preventive Maintenance

176


2005/Q2


Internal

Partner

Only

SAPPLM

Figure 103: Task List Types

Use

The tasks to be performed and the material and tools required are entered in the maintenance task lists.

SAP

SAP

Task lists for a functional location or piece of equipment are created with reference to the corresponding object and are valid only for this object. These object-based task lists are created for machinery and assets for which very specific tasks must be performed. The object-independent task lists (general maintenance task lists) describe tasks that are the same or similar for a whole class of objects.

2005/Q2


177

Only

Internal

Use

Partner

Figure 104: Maintenance Task List


SAPPLM

In both cases, task list groups are used to manage the task lists. The task list group represents the object or a class of objects. The group counter identifies the task lists within a task list group. Task lists are included in maintenance plans or in maintenance or service orders.

Maintenance Planning

Only

Use

Partner

Internal

In maintenance planning, we distinguish between the types of maintenance plans shown in the graphic.

SAP

Maintenance plans can be used in both Plant Maintenance and in Customer Service to issue maintenance and service orders at the optimal time.

Use

• •

Scheduling data Maintenance item(s)

The maintenance item normally contains the object with its responsibility and account assignment data, as well as the maintenance task list.

178


2005/Q2

Only

Internal

Scheduling data includes all the necessary parameters for calculating the planned date (=due date) and the call date (=date when the order is issued).

Partner

Maintenance plans are composed of two elements:

SAP

Figure 105: Maintenance Plans

SAPPLM


The single cycle plan has a fixed, manually defined maintenance plan (for example, every three months, every 10,000 km).

SAP

SAP

Maintenance plans are divided into single cycle plans and strategy plans depending on their temporal cycle.

Use

Partner

Only

Internal

Figure 106: Structure of a Maintenance Plan

Only

Internal

Use

Partner

Figure 107: Business Process for Single Cycle Plans

2005/Q2


179


SAPPLM

The strategy plan (=maintenance plan with a strategy) uses a series of graded cycles (=strategies; for example, every 3–6–12 months or every 10,000–50,000–100,000 km).

Use

Partner

Only

Internal

SAP Use

Only

Internal

In the strategy plan, once the relevant cycle has been completed, the operations selected in the maintenance task list are called and used to generate a maintenance or service order. Planned dates and orders that were called can be displayed in the maintenance schedule overview.

Partner

If you use a strategy for planning, you must first link the operation and the maintenance package (=cycle of a strategy) in the maintenance task list to define the due dates of the operations.

SAP

Figure 108: Business Process for Strategy Plans

180


2005/Q2


Internal

Figure 109: Maintenance Scheduling Overview

To facilitate calculating the planned dates and calling up orders, scheduling must be performed as the central process of maintenance planning. This can be done manually or automatically.

Use

Partner

Only

SAPPLM

SAP

SAP Only

Internal

Use

Partner

Figure 110: List of Planned Dates and Call Dates

2005/Q2


181


SAPPLM

The structure and functions of the maintenance order correspond to those of the malfunction or corrective order. The technical completion of the maintenance order works retroactively on the maintenance plan, is documented there, and, in certain circumstances, can lead to postponement of the subsequent dates (for example, a delayed completion compared with the planned date). Performance-based maintenance planning is based on counter readings (recorded automatically or manually), which are converted to planned dates using an estimated annual performance and the respective cycle.

Only

The maintenance items in the maintenance plan copy all the relevant data from the items in the maintenance contract. Changes can only be made from the maintenance contract. The service order is then created automatically with all the relevant data at the agreed time.

Use

Partner

In Customer Service, maintenance planning can be used in conjunction with maintenance contracts and thus allow the service provider to perform his or her services on time.

Internal

A combination of time-based and performance-based maintenance planning is possible in the multiple counter plan (for example, maintenance after 12 months or after 20,000 km).

SAP

SAP Only

Internal

Use

Partner

Figure 111: Link Between Maintenance Contract and Maintenance Plan

If the measurement and testing equipment should be monitored regularly, orders with inspection lots can be issued from the maintenance plan, and inspection lot processing can be performed using tools from Quality Management.

182


2005/Q2

SAPPLM


Partner

Only

Internal Use

Figure 112: Test Equipment Management Supported by Maintenance Plan

SAP

SAP Only

Internal

Use

Partner

2005/Q2


183


SAPPLM

Use

Partner

Only

Internal

SAP

SAP Only

Internal

Use

Partner

184


2005/Q2

SAPPLM


Exercise 9: Preventive Maintenance Exercise Objectives

Only

1.

First display the general maintenance task list from task list group PUMP_WTG with the group counter 1. Which menu path do you use?

2.

Which Work Center performs the maintenance?

3.

To which maintenance planning plant is this task list assigned?

SAP

SAP

You want to check an existing maintenance plan of the general maintenance task list category.

Use

Task 1:

You are the maintenance planner responsible for organizing preventive maintenance tasks.

Internal

Business Example

Partner

After completing this exercise, you will be able to: • Display a maintenance task list • Display a maintenance plan

Partner

Use

Task 2:

2005/Q2

1.

Display maintenance plan 50. Which menu path do you use?

2.

What data is contained in the maintenance plan header?

3.

What data is contained in the maintenance item?

4.

How can the calculated maintenance dates be displayed?


Only

Internal

You want to check a new maintenance plan for pump P-1000-N001.

185


SAPPLM

Solution 9: Preventive Maintenance Task 1: You want to check an existing maintenance plan of the general maintenance task list category. 1.

First display the general maintenance task list from task list group PUMP_WTG with the group counter 1. Which menu path do you use?

Only Partner

2.

SAP menu Logistics ? Plant Maintenance ? Preventive Maintenance ? Maintenance Task Lists ? Task Lists ? General Maintenance Task Lists ? Display.. Task list group and counter as in the exercise.

Which Work Center performs the maintenance? a)

Work center field in the operation list. MECHANICS

Use

3.

To which maintenance planning plant is this task list assigned? a)

Pushbutton Header, field Planning plant

SAP

SAP

1000

Task 2:

Use

a)

What data is contained in the maintenance plan header? a)

3.

The maintenance item contains the reference object, the responsibilities, and the task list.

How can the calculated maintenance dates be displayed? a)

186

The maintenance plan header contains the maintenance cycles, the scheduling parameters, further control data and the dates.

What data is contained in the maintenance item? a)

4.

SAP menu Logistics ? Plant Maintenance ? Preventive Maintenance ? Maintenance Planning ? Maintenance Plans ? Display..

In the maintenance item on the Scheduled call item tab page.


2005/Q2

Only

2.

Display maintenance plan 50. Which menu path do you use?

Partner

Internal

You want to check a new maintenance plan for pump P-1000-N001. 1.

Internal

a)

SAPPLM


Lesson Summary You should now be able to: • Explain work scheduling • Explain time-based, performance-based, and condition-based maintenance planning

Use

Partner

Only

Internal

SAP

SAP Only

Internal

Use

Partner

2005/Q2


187

Unit Summary

SAPPLM

Unit Summary

Only

Use

Partner

Internal

You should now be able to: • Describe the basics of mapping plant maintenance and service objects • Describe the uses of functional locations, equipment and bills of material in plant maintenance and customer service • Describe what's involved in maintenance processing • Explain the concept of maintenance notifications and maintenance orders • Describe the Customer Service functions • Display service operations in the system • Explain work scheduling • Explain time-based, performance-based, and condition-based maintenance planning

SAP

SAP Only

Internal

Use

Partner

188


2005/Q2


Partner

This unit provides an overview of the range of functions provided by the mySAP PLM Quality Management solution. Integration into the supply chain is illustrated, taking as an example the ways in which quality management can influence the product planning phase.

Use


SAP Use

Lesson: Quality Management in the Product Life Cycle ....................... 190 Lesson: Quality Management in the Supply Chain............................. 203 Exercise 10: Quality Management in the Supply Chain ................... 221

2005/Q2


189

Only

Internal

Unit Contents

Partner

List the possible uses for quality management in production planning Explain the influence of quality management on supply chain processes List the processes in quality management Explain the integration of quality management in material procurement processes Describe the quality inspection during production Explain the uses for quality management in service and sales and distribution Describe the planned and event-triggered processes in quality management

SAP

• • • • • • •

Internal

Only

Quality Management

Unit 7: Quality Management

SAPPLM

Lesson: Quality Management in the Product Life Cycle Lesson Overview mySAP PLM Quality Management supports you throughout the entire life cycle of a product - from product and process planning in research and development, through procurement, production, and sales and distribution, to service and usage.

Only

Internal

Lesson Objectives After completing this lesson, you will be able to: List the possible uses for quality management in production planning Explain the influence of quality management on supply chain processes List the processes in quality management

Business Example

SAP Use

Organizational Units

The plant is assigned to the company code, which represents the balancing unit (for example, the German subsidiary of a worldwide corporate group). The company code, in turn, is assigned to a client, which represents the whole company.

190


2005/Q2

Only

Internal

Quality management fits seamlessly into the organizational structures of logistics. The most important organizational unit is the plant. The required processes are determined for the plant with regard to the inspection processes. Each plant can have particular inspection criteria and inspection processes for the individual materials.

Partner

The documents required and the corresponding inspection criteria are stored in the system. They can be used during all inspection stages and to create histories and evaluations.

SAP

Quality has an important role to play in the development phase of a product. Apart from the properties of the raw materials or components used during production, flawless design drawings and agreements between the partners involved are also important prerequisites for a high-quality product.

Use

Partner

• • •

SAPPLM

Lesson: Quality Management in the Product Life Cycle

Use

Partner

Only

Internal

Figure 113: Organizational Units in the Quality Management View

SAP Use

Partner Only

Internal

SAP

The plant is an important organizational unit for quality management. Data that is created for the plant is required for the planning of inspections. This data includes inspection plans, work centers, and, most importantly, inspection characteristics (what is being inspected) and inspection methods (how is the inspection performed). The actual execution of the inspections and the vendor release (if required) are also linked to the plant.

2005/Q2


191


SAPPLM

Use

Partner

Only

Internal

SAP Use

Only

Internal

Partner

Certain basic data is valid in the entire client. This is data for processes that are standardized company-wide. The data includes the specifications for sample determination (standardized specifications taken from standards), the catalogs (coded information for defect types, defect locations, corrective tasks, and decisions), and templates of forms for inspection reports and certificates.

SAP

Figure 114: Organizational Units in Quality Management: (Plant)

192


2005/Q2

SAPPLM


Use

Partner

Only

Internal

SAP

SAP

Figure 115: Organizational Units in Quality Management: (Client)

Only

Internal

Use

Partner

2005/Q2


193


SAPPLM

Planning in the Product Life Cycle

SAP

SAP

Use

Partner

Only

Internal

Figure 116: Quality Management in the Planning Phase

Use Internal

In material-specific inspection plans, you can store customer- or vendor-specific inspection specifications (for example, inspection characteristics, inspection scope, and test equipment), if required. For inspections during production, the necessary inspection specifications are integrated in the routings or recipes. Changes to the master data can be coordinated using the central engineering change management function. If required, an approval procedure (for example, in accordance with GMP [Good Manufacturing Practices]) can be run. You can find additional

194


2005/Q2

Only

The mySAP PLM Product Data and Document Management functions allow you to represent all product-related data in the system. During inspection planning, you can access central document management to, for example, include inspection drawings, design drawings, and other quality-relevant documents.

Partner

The product-related settings required for the use of quality management are planned in the material master record. In the quality management view, you can determine the processes necessary during quality inspection in your different plants. This allows you to control which products are to be inspected at goods receipt or in production in the implementation phase, for example. The inspections can then be performed on the basis of the material-related inspection plans.

SAPPLM


information about approval procedures and GMP at http://www.fda.gov. Central where-used lists and the Product Structure Browser are tools you can use to perform research and analyses on hierarchically linked master data.

Use

Partner

Only

Internal

Use

Using the integrated classification system, you can specify and assign data that is available in the system (such as materials, documents, and inspection plans) so you can locate this data later according to specific search criteria. A central system administration is responsible for data security and data protection. You can assign individual authorizations for the processing of master data and movement data (for example, so the user has to provide a digital signature before performing certain operations).

2005/Q2


195

Only

The quality manual contains the basic quality policy of a company and a description of the organizational and process structures within this company. It also lists responsibilities within the company.

mySAP PLM Quality Management provides several tools to help you plan and control the product development process.

Partner

Internal

SAP

SAP

Figure 117: Product Structure with QM Data


SAPPLM

You can use the Business Workflow to control certain complex processes and the associated messages and tasks. For example, you can ensure that a customer complaint received over the Internet is transferred automatically to the department responsible. With its quality key figures, mySAP Business Intelligence (mySAP BI) offers a wide range of possibilities for monitoring and controlling your quality processes.

Only

Use

Partner

Internal

Quality management processes can be triggered by different events. You must plan processes that are to run on a regular basis, for example, inspections during production or goods receipt inspections. The inspection lot is the central element in inspection processing.

SAP

SAP

Use

Partner

Problems can arise in the form of unplanned events and event-triggered processes, for example, defects during production, damaged supplier components, and defective devices. You can record, analyze, and document these problems in quality notifications. You can also use quality notifications to transfer the problem to the department responsible for further processing. You can also use notifications for documentation purposes in product planning.

196


2005/Q2

Only

Internal

Figure 118: Planned QM Processes in Logistics

SAPPLM


Implementation in the Product Life Cycle

Use

Partner

Only

Internal

Figure 119: Event-Controlled Processes in Logistics and Use of Notifications

SAP

SAP Only

Internal

Use

Partner

Figure 120: Quality Management in the Implementation Phase

2005/Q2


197


SAPPLM

mySAP PLM Quality Management ensures quality across the entire supply chain and beyond company boundaries. It supports your quality management department in the following areas: •

Procurement It manages vendor-related master data, controls the purchasing process according to certain quality criteria, and handles inspection certificates and goods receipt inspections.

Only

Production

•

Sales It manages vendor-related master data, controls the purchasing process according to certain quality criteria, and handles inspection certificates and inspections at goods issue.

Use

Partner

It integrates inspection specifications in routings and recipes, allows inspections during production and goods receipt inspections for the manufacturing order, monitors the production process using control charts (SPC), and confirms quality, quantity, and costs.

Internal

•

SAP

SAP Only

Internal

Use

Partner

Figure 121: Quality Management in the Supply Chain

198


2005/Q2

SAPPLM


Examples for the use of quality management in the supply chain: Sales and Distribution (1) Recording customer-specific inspection specifications, managing material and customer information

Only Partner

Delivery (7) Goods issue inspections for deliveries, creation of quality certificates

Storage (5 and 6) Inspections for stock transfers, recurring inspections (for example, shelf-life monitoring), inspections for goods receipts from production

SAP Only

Internal

Partner

Customer service (8) Processing of customer complaints (notifications), inspections on returned goods

Use

Use

Procurement (4) Source inspections, goods receipt inspections, control of the procurement process, complaints processing, quality certificates

Internal

Production (3) Quality inspections during production, integration of inspection specifications (for example, in routings, master recipes, reference operations sets), statistical process control

SAP

Materials Requirements Planning (2) Consideration of the inspection duration in the MRP (Material Requirements Planning) list

2005/Q2


199


SAPPLM

Usage in the Product Life Cycle

SAP

SAP

Use

Partner

Only

Internal

Figure 122: Quality Management in the Usage Phase

Use

Inspection results can be recorded using mobile devices (handheld devices) or directly using the Internet. If required, it is also possible to transfer inspection results in electronic form (Quality Data Interchange [QDI]). After the inspection results have been confirmed, it is possible to invoice the customer for the inspection costs. Calibration inspection is another service offered in conjunction with mySAP PLM Asset Life-Cycle Management. In the master data for calibration planning, you can define how a piece of test equipment is to be calibrated in a planned cycle (time-dependent or performance-dependent). The inspection results can be recorded for the equipment (for example, a single measuring device) or for the functional location (for example, a complete measurement system) according to the specifications

200


2005/Q2

Only

Internal

Internal and external laboratories perform inspections as a service (commercial analysis). When creating the sales order, these laboratories can transfer the inspections requested by the customer from inspection plans into a service order.

Partner

In the usage phase of the product life cycle, service providers can process inspections (outsourcing) with mySAP PLM Quality Management. They can use mySAP PLM Quality Management to identify serviceable items, plan and confirm services, and create invoices for services rendered.

SAPPLM


defined during calibration planning. The results of the calibration inspection can be recorded using mobile devices. The calibration inspection is completed when you take the usage decision. The usage decision determines when the next inspection will take place and releases or blocks the test equipment for use.

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Figure 123: Calibration Inspection Procedure

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Lesson Summary You should now be able to: • List the possible uses for quality management in production planning • Explain the influence of quality management on supply chain processes • List the processes in quality management

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Lesson: Quality Management in the Supply Chain

Lesson: Quality Management in the Supply Chain Lesson Overview

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Explain the integration of quality management in material procurement processes Describe the quality inspection during production Explain the uses for quality management in service and sales and distribution Describe the planned and event-triggered processes in quality management

Internal

The main target of the quality management project team is to assure quality across all areas of a company. This is why we must look at the influence of mySAP PLM Quality Management throughout the entire supply chain.

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To give you an overview of the possible uses of mySAP PLM Quality Management in your business, the different processes in the supply chain are examined in this lesson. It is, for example, very important for purchasing departments to choose a suitable vendor. This decision is influenced by the criteria of price and on-time delivery, but quality criteria also play an important role. The people who work in production require reliable information about the quality of the goods they produce, and they must be informed immediately if problems arise. For sales departments, it is very important to have access to key figures related to goods issue inspections and customer complaints.

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• • • •

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Lesson Objectives

Internal

When integrated into your overall business strategy, mySAP PLM Quality Management allows you to perform inspections (for example, goods receipt inspections, inspections during production, and inspections for goods issues) throughout the entire supply chain. Depending on the settings you make for the materials, you can determine the processes during which an inspection must take place and which inspection results must be recorded. On the basis of these inspection results, data relating to the product quality is documented and specifications for future inspections can be determined.


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Quality Management in Procurement

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Creating and processing requests for quotations Choosing a suitable vendor Creating and processing purchase orders Performing inspections for material procurement Exchanging quality data

In material procurement, mySAP PLM Quality Management has functions for managing, controlling, and processing items based on: • • •

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Material Material and vendor Material and manufacturer


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• • • • •

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By using mySAP PLM Quality Management in procurement, you have access to a variety of functions to integrate quality management tasks in the procurement processes of your company. The quality management specialists in your company can use these functions to influence and control the following activities during external material procurement:

SAP

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Figure 124: Quality Management Tasks in Procurement

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Figure 125: Processes in Material Procurement

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When the purchasing agent requests a quotation and issues a purchase order, the released vendors automatically receive information about the technical delivery terms and the current quality assurance agreement. The vendors may also be informed that they are required to include a certain type of certificate with the delivery.

Partner

You can limit the release of this supply relationship to a specific time frame and a maximum delivery quantity. The step-by-step release of a vendor's material is also possible. Using user-defined statuses, you can, for example, represent models, preliminary series, and production series. If the vendor has serious quality problems, you can block requests for quotations, purchase orders, or goods receipts for specific materials supplied by this vendor.

SAP

In some industry sectors, vendors must have a quality management system (for example, one that complies with ISO 9000) in their company, and they must have this system certified by an accredited organization. During the procurement process, your QM system checks whether the QM system used by the vendor is adequate for certain materials, and then either releases or blocks the supply relationship accordingly.

Use

Materials management provides information for the purchasing department about the vendor's delivery reliability, price record, and service record. mySAP PLM Quality Management provides the purchasing department with information about the quality management system used by the vendor, and the quality of the previously delivered goods. To do this, quality management aggregates quality scores from vendor audits, goods receipt inspections, and complaints against the vendor.


SAPPLM

If you have identified a material as requiring a certificate, the receipt of this certificate must be confirmed. Appropriate action will be taken by the system if the certificate is missing (for example, the goods will be posted to blocked stock). If the certificate does not arrive within a certain time limit, you can send reminders to the vendor. The certificate can either be created manually or received in electronic form. It is possible to archive incoming certificates. Using the electronic quality data interchange (QDI) system, certificate data can be transferred directly into a goods receipt inspection lot.

SAP

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If the prerequisites for a skip are not specified, inspection lot processing is triggered automatically when the goods receipt is posted, and the quantity is posted to inspection stock. An inspection lot data record is created, containing all relevant information for performing the inspection. Source inspections at a vendor's can replace goods receipt inspections. In such cases, the system takes the target delivery deadline into consideration and creates an inspection lot in time for the source inspection. You can now perform a source inspection at the vendor's site and you can record the inspection results using the Internet.

Internal

If the quality of a supply relationship is consistently high, you may want to skip the goods receipt inspection, particularly if the vendor has a certified quality management system. For partial lots, you can make a setting to inspect a goods receipt only once for each purchase order, goods receipt, or batch. If a specific number of goods receipts inspections has been performed and no defects were detected, you can restrict the scope of the inspection or skip the goods receipt inspection for a specified period of time.

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You can perform a goods receipt inspection on the basis of an inspection plan. In this case, you define the inspection specifications (inspection characteristics) in the inspection plan. At inspection lot creation, the inspection plan is copied automatically to the inspection lot data record. Inspection results can be recorded automatically using electronic test equipment or manually. If unplanned deviations occur, you can also record these in defect data records for the inspection lot. For simplified inspections, you do not need to use the inspection plan. Instead, you can create defect data records only.

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Figure 126: Processing Inspections at Goods Receipt

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Once the usage decision is made, the QM Information System will be updated automatically, and the inspection lot quality score will be made available for the vendor evaluation. Based on the usage decision, mySAP PLM Quality Management can trigger a series of user-defined follow-up actions. For example, the printing of specific inspection reports or informing a particular person using e-mail.

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The processing of an inspection lot ends after the inspection is completed and the usage decision is made. The accepted inspection lot quantity is posted automatically to unrestricted-use stock. Special stock postings are available for rejected quantities, for example, posting to blocked stock, returning to the vendor, or posting to scrap. If the material is handled in batches, the batch status can also be changed. When the inspection lot for the goods receipt has been completed and the stock has been posted, mySAP PLM Quality Management no longer manages the stock.

Partner

Costs are associated with every inspection. Appraisal costs are determined by the activity confirmations of people involved in an inspection. The costs that are calculated on the basis of these confirmations for one or more inspection lots can be collected in several QM orders and then passed on to the cost object.

SAP

Figure 127: Results Recording for Planned Inspections

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Defects in a delivered material that have been caused by the vendor can be documented in a quality notification. You can use the SAP Business Workflow to pass this notification on to the processor responsible. This processor can then initiate various tasks (such as posting to blocked stock, sending a complaint against the vendor, or requesting an 8D report).

Quality Inspection During Production

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mySAP PLM Quality Management integrates quality inspections into the production process. It thereby supports different types of production, from lot-based production and assembly processes in mechanical engineering, through repetitive manufacturing in the automotive industry, to batch-based process manufacturing in the chemical, pharmaceutical, and food industries. Important information about the current quality of production is delivered. If required, you can use the notifications linked to the SAP Business Workflow to make corrections to processes.

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Figure 128: Quality Management Tasks in Production

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In accordance with the specifications from the relevant routings for production, you can record inspection results during production. However, you can also perform an inspection before production starts, that is, when the individual material components are withdrawn. If you are inspecting raw materials or semi-finished products, the planned inspection duration is taken into consideration in materials planning.

SAP Use

If required, you can take and analyze samples at particular points in time during a production process. You can use work scheduling to plan these physical-sample drawings in advance, or you can take the samples at random. The individual samples are managed using unique data records. In addition, you can print labels and determine storage durations (for example, for a legal control check after a specified time) for the samples. Inspection results for inspections during production can be recorded for the following objects: Inspection characteristics The inspection results can be recorded as, for example, summarized measured values or single measured values.

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•

Automatically when the production order is released Manually with reference to the production order Automatically with reference to the production version (repetitive manufacturing) As an early inspection lot for a goods receipt from production (can monitor stocks) By an external processor at goods receipt (for external processing operations)

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• • • •

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Inspection lots for an inspection during production can be created in the following ways:

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Figure 129: Production Processes

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Inspection points Several inspections are performed for each inspection characteristic. Inspection points can be user-defined and planned in advance if necessary. You can perform a time-related inspection using inspection points. In this case you refer to production quantities or production times (for example, inspect after each filling, once in every shift, every two hours, after 100 parts have been produced).

Serial numbers Serial numbers allow you to assign the inspection results to a single unit. In this case, the relevant serial numbers can be copied from the production orders.

Apart from recording results for inspection characteristics during planned inspections, you can also record unplanned deviations using defect data records at any time.

SAP

SAP

The inspection results are the basis for statistical process control using control charts. A control chart can be valid for several inspection lots and production orders. By using warning and action limits or by checking certain stability criteria, you can recognize process changes at an early stage and create suitable notifications.

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Batches The inspection results can be used for batch determination.

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Physical samples Physical samples can be planned in advance or unplanned.

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When you are recording inspection results, you can also confirm production quantities and costs for the production order. Such confirmations control the subsequent production process (for example, the future release of operations and inspection operations, or subsequent work that has yet to be performed).

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Figure 130: Inspection During Production with Inspection Points and a Control Chart

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Figure 131: Results History and Run Chart for an Inspection Characteristic

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Quality Management in Sales and Distribution

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If the customer is not satisfied with the goods you have delivered, you can use quality notifications to process the customer complaint quickly and efficiently. When you create a quality notification, you can, if required, copy data from the sales order or from the outbound delivery.

Partner

With mySAP PLM Quality Management, you can ensure that only goods that have been inspected leave your company. Together with the mySAP SCM Sales & Distribution solution, it ensures that inspection lots are created automatically when an outbound delivery takes place for a material that is subject to quality inspection. The inspections can generally be conducted with reference to an outbound delivery or with reference to a particular sales order. In addition, you can create quality certificates for outbound deliveries to confirm the quality of the goods.

SAP

Figure 132: Quality Management Tasks in Sales and Distribution and at Goods Issue

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When you create a sales order, you can enter customer-specific inspection specifications as characteristic values for one of the product variants requested by the customer. This information then flows into all inspections during production. The sales orders can be used to adapt the inspection specifications. This is possible for the inspection during production and for the inspection of raw materials.

SAP

Customer-relevant quality documents can be used in Sales and Distribution in the same way that technical delivery terms and quality assurance agreements are used in material procurement.

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Figure 133: Processes in Sales and Service

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In some industry sectors, quality certificates, which document the specifications of the material or the inspection results for the delivered batch, must be included with each delivery. mySAP PLM Quality Management supports you in the creation of such certificates. Based on your customer's specifications, you can create the certificates at the same time as the other shipping documents. The quality certificates that are issued in this way can then be archived. If you have created a vendor homepage, your customers can retrieve certificates for deliveries on the Internet. The formatted data contained in a quality certificate can also be transferred electronically and copied automatically into a customer's inspection lot.

Partner

Depending on the specifications of the material that is subject to quality inspection, the required shop papers (such as the inspection instruction and the sample labels) are printed automatically after the inspection lot has been created. Once the inspection results have been recorded (this is done in the same way as for goods receipt inspections or inspections during production), the inspection of the goods issue is completed with the usage decision.

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Figure 134: Characteristic Specifications from Variant Configuration

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Customer complaints are created and processed as quality notifications. In addition to documenting the defects and tasks, you can also execute a variety of follow-up functions. You can, for example, send an 8D report to a customer, create and process a repair order, record costs, and trigger inspections.

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Figure 135: Example of a Quality Certificate

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You can record customer complaints at a central location in your company (call center) and then forward these complaints to the persons or departments responsible. An easy-to-use interface with the most important input fields allows you to record your notifications.

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Figure 136: Quality Notifications and Customer Complaints

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Figure 137: Recording a Customer Complaint

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Exercise 10: Quality Management in the Supply Chain Exercise Objectives

Only Partner

You wish to use mySAP PLM Quality Management to inspect incoming goods. When goods receipts are posted, you want inspection lot data records to be created automatically for materials that are subject to quality inspection. If required, the necessary inspection instructions are also to be created.

Use

Personalized worklists must be available for the people working on the goods receipt inspection so only the inspection lots relevant for processing by these individuals are displayed.

SAP

SAP

Business Example

Use

Certain materials are placed in storage after the goods receipt inspection in your company and then these goods are later sent to your customers directly from the warehouse. If customers have a problem with these goods, it must be easy to record the problem. You want to use quality notifications to record such problems.

Partner

When all of the planned inspections have been performed, the inspector must complete the inspection by making the usage decision and posting the stock.

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Internal

Internal

After completing this exercise, you will be able to: • You will learn about the most significant objects for the planned and unplanned processes • You will be able to list the relevant documents and basic data to run a planned quality inspection • You will be able to outline the basic steps for recording inspection results • You will be able to create a quality notification

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Task: The inspection lot data record contains all data relevant to the creation of the inspection lot, the execution of the inspection, and the completion of the inspection. The inspection lot is often created automatically. An inspection lot data record was automatically created when a goods receipt was posted. Find out how the inspection lot data record is structured by displaying the inspection lot for material T-F1##. Hint: ## represents your group number. For example, seat number 12 uses material T-F112 You work in the area of goods receipt inspections and perform the planned inspections for the various materials. You use the results recording worklist to record results for these inspections. This worklist has been personalized to suit your requirements so only your inspection lots are displayed.

SAP Use

You are responsible for recording customer complaints in your company. You want to record the relevant information about the product or material that is the subject of the complaint quickly and easily. You must also record the customer data, if this is not already available. Enter a complaint for a customer with customer number 1033. This customer is complaining about a product with material number T-AQ3##. Enter a complaint of your choice. Define user PLM–## as an additional processor (coordinator) of this customer complaint. Hint: In the standard system, SAP delivers the notification type Q1 for recording customer complaints. Caution: To record your customer complaint for this exercise, use the simplified view.

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3.

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Record the inspection results for the planned inspection characteristics in your first inspection lot for material T-F1## and complete the inspection by making the usage decision.

SAP

Hint: Due to a default setting that is linked to your training user, only the inspection lots for the materials relevant to you, that is, materials with the ending ##, are displayed in your worklist.

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2.

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Solution 10: Quality Management in the Supply Chain Task: The inspection lot data record contains all data relevant to the creation of the inspection lot, the execution of the inspection, and the completion of the inspection. The inspection lot is often created automatically.

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An inspection lot data record was automatically created when a goods receipt was posted. Find out how the inspection lot data record is structured by displaying the inspection lot for material T-F1##.

You can use the following menu path to display the inspection lot data record: Logistics ? Quality Management ? Quality Inspection ? Inspection Lot ? Processing ? Display..

Use the F4 input help to select the inspection lot data record for material T-F1##. To do this, place the cursor in the Inspection lot field and choose F4.

c)

A screen appears on which you can enter data for inspection lot selection on different tab pages. Choose the Material tab page, and enter T-F1## in the Material field. Hint: ## represents your group number. For example, seat number 12 becomes material T-F112.

d)

When you press Return, the inspection lots are selected and displayed in accordance with the selection conditions. Select the inspection lot with inspection lot number 4000..... and press Return to confirm your selection. The inspection lot number is copied into the Inspection lot field.


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b)

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Hint: Transaction QA03 opens the initial screen for displaying the inspection lot.

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a)

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Hint: ## represents your group number. For example, seat number 12 uses material T-F112

Internal

1.


e)

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Exit the initial screen for displaying the inspection lot by pressing Return. This takes you into the display of the inspection lot, where you can access details for this inspection lot using the various tab pages.

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a)

You can access the worklist for results recording using the following menu path: Logistics ? Quality Management ? Quality Inspection ? Worklist ? Results Recording.. Hint: You can also access the worklist directly using transaction QE51N.

b)

On the screen for inspection results recording, the worklist is in the left screen area. It contains all inspection lots that are to be processed by you. In the right screen area, you actually record the results. For planned Continued on next page

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Record the inspection results for the planned inspection characteristics in your first inspection lot for material T-F1## and complete the inspection by making the usage decision.

Partner

Hint: Due to a default setting that is linked to your training user, only the inspection lots for the materials relevant to you, that is, materials with the ending ##, are displayed in your worklist.

SAP

SAP

You work in the area of goods receipt inspections and perform the planned inspections for the various materials. You use the results recording worklist to record results for these inspections. This worklist has been personalized to suit your requirements so only your inspection lots are displayed.

Use

2.

Internal

Hint: The inspection lot data record in the upper screen area contains general data. This general data includes the material number, the batch, the plant, and the system status for the inspection lot data record. On the tab pages in the lower screen area, you can find information about the inspection lot origin (for example, scheduling data, originating documents), the inspection lot quantities (for example, sample size), the inspection specifications (for example, assigned inspection plan), the usage decision (information about completion of the inspection), and, if required, data related to the account assignment (for example, account assignment object).

SAPPLM


inspection characteristics, the inspection results are entered in the Result field. Depending on the specifications in the inspection plan, you can enter a summarized value or a single measured value in this field.

Partner

d)

If you found no nonconforming units during the inspection, enter 0 in the Result field. Confirm your entry by pressing Return.

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e)

When you press Return, your worklist in the left screen area is updated automatically. In the worklist, you can now see the characteristics that were accepted (green indicator) and those that were rejected (red indicator). Your entries are saved automatically. Double-click the inspection lot number in your results recording worklist to switch directly to the usage decision for your inspection lot. Complete the inspection by making the usage decision and posting the stock. As you found no nonconforming units during the inspection, you can make an Continued on next page

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Hint: In results recording, you can also create and record results for additional inspection characteristics (unplanned inspection characteristics) for the current inspection lot.

Partner

Hint: There are other fields available in results recording that you can use if required, for example, fields for the inspection description and attributes (such as, measured result is less than verification limit, measured result is an outlier, measured result is invalid).

SAP

SAP

A characteristic with the description Visual inspection is planned in the inspection plan that is the basis for the inspection of material T-F1##. You can see this information in the Inspection characteristic short text field in results recording. The number of nonconforming units is to be recorded during the visual inspection. You can see this specification in the Specifications field. In most cases, a particular sample quantity is specified for the inspections. This specification (for example, from a standardized sampling table) can be found in the Inspect field.

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c)

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Hint: There are two inspection lots in your worklist. The inspection lot with the inspection lot number 4000.... is the first in the worklist. This inspection lot is the one that is to be processed during this exercise.


SAPPLM

acceptance decision for your inspection lot. To do this, use the input help (F4) to choose the UD code A2 in the Usage decision screen area on the Record Usage Decision: Characteristic Overview screen. Save your entries. After saving, you return to the results recording worklist where you can record results for the other inspection lots in your list.

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You are responsible for recording customer complaints in your company. You want to record the relevant information about the product or material that is the subject of the complaint quickly and easily. You must also record the customer data, if this is not already available. Enter a complaint for a customer with customer number 1033. This customer is complaining about a product with material number T-AQ3##.

SAP Use

a)

Enter the customer complaint using the following menu path: Office ? Notification ? Create ? Simplified View.. Hint: Alternatively, you can also access the simplified view for notification creation using transaction IQS21.

b)

Choose the notification type Q1 and press Return. The initial screen appears, where you can enter key information. Enter the following:


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Caution: To record your customer complaint for this exercise, use the simplified view.

Partner

Hint: In the standard system, SAP delivers the notification type Q1 for recording customer complaints.

SAP

Enter a complaint of your choice. Define user PLM–## as an additional processor (coordinator) of this customer complaint.

Use

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3.

Internal

Hint: In addition to the specifications available on the results recording screen, you can also access the specifications by printing the inspection instruction for the relevant inspection lot. You can print an inspection instruction just for a particular work center.

SAPPLM


Field

Specification

Material

T-AQ3## (## is your group number or seat number)

Plant

1200

Customer

1033

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Hint: The screen is divided into five screen areas:

• • •

In the Subject screen area, enter a problem description of your choice. Because your customer expects a swift response from your company, set the priority of the complaint to high. In the Coordinator field, enter user PLM–##. The person with this user is then responsible for further processing of the notification.

SAP Use

Hint: You can use the action box in the right screen area to trigger certain follow-up functions and tasks that you want to use while processing the notification. You can use this action box to, for example, document a telephone call, create an internal comment, or create a repair order for the product. Continued on next page

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c)

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Hint: The quality notification screens are adjustable. You can change them in Customizing to suit your requirements.

SAP

•

The first screen area contains the current data for the customer, for example, the address and the contact person. You can enter data related to the material or product that the customer is complaining about in the second screen area. You enter the quantities in the third screen area. You can enter the subject of the notification in the fourth screen area. If necessary, you can access coding at this point. You use the fifth screen area to determine how the notification is to be processed. Here, you can determine the priority (how urgently it must be processed), the runtimes, and the processor or department responsible.

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•

Internal

Exit the initial screen by pressing Return. The simplified view for recording a customer complaint appears.


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Save your notification.

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Lesson Summary You should now be able to: • Explain the integration of quality management in material procurement processes • Describe the quality inspection during production • Explain the uses for quality management in service and sales and distribution • Describe the planned and event-triggered processes in quality management

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Unit Summary

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Related Information For more information on quality management with mySAP PLM, see the SAP Service Marketplace. To access the SAP Service Marketplace, use the following URL: http://service.sap.com .

Use

Partner

•

Internal

You should now be able to: • List the possible uses for quality management in production planning • Explain the influence of quality management on supply chain processes • List the processes in quality management • Explain the integration of quality management in material procurement processes • Describe the quality inspection during production • Explain the uses for quality management in service and sales and distribution • Describe the planned and event-triggered processes in quality management

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Test Your Knowledge


mySAP PLM Quality Management supports quality managementrelated tasks in processes by managing vendor-related master data and by and processing .

2.

Integrated allow an inspection during

in routings and .

Partner

Fill in the blanks to complete the sentence.

3.

mySAP PLM Quality Management supports the

Use

according to quality-related criteria, such as goods issue inspections and , by managing master data.

Internal

Only


4.

For materials that are subject to quality inspection, an inspection lot is created automatically when the goods receipt is posted. For this inspection lot:

Use Internal

A

□ □ □

B C D

You can record inspection results for the planned inspection characteristics. You cannot record inspection times. You cannot use the usage decision to make stock postings. You cannot display a material document.

For an inspection during production, inspection results are recorded: Choose the correct answer(s).

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A B

□ □

C D

Once for each inspection characteristic. Several times for the same inspection characteristic if inspection points are used. Only for the planned inspection characteristics. Only by confirming individual measured values. Summarized values cannot be recorded.


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Test Your Knowledge

6.

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Quality inspections can be performed when goods are issued. The inspection results for these inspections: Choose the correct answer(s).

□ □

A B

□ □

C D

Cannot be printed in an inspection report. Can be copied to a quality certificate and printed in an inspection report. Cannot be used in the statistics. Cannot be recorded as summarized results.

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Test Your Knowledge

Answers 1.

mySAP PLM Quality Management supports quality management-related tasks in material procurement processes by managing vendor-related master data and by processing inspection certificates and goods receipt inspections. Answer: material procurement, inspection certificates, goods receipt inspections

Integrated inspection specifications in routings and recipes allow an inspection during production.

Only Use

Answer: sales and distribution process, inspection certificates, customer-related Inspections can also be performed at goods issue and, if necessary, customer-dependent or material- and customer-dependent inspection specifications can be determined. The inspection results from a goods issue inspection or from an inspection during production can be confirmed with a quality certificate if this is required by the customer.

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mySAP PLM Quality Management supports the sales and distribution process according to quality-related criteria, such as goods issue inspections and inspection certificates, by managing customer-related master data.

Partner

3.

You can use the relevant plans from production to plan a quality inspection during production. This means that the inspection specifications can be integrated in the routings (particularly in discrete manufacturing). Inspection specifications can also be included in master recipes. Master recipes are used mainly in the process industry.

SAP

SAP

Answer: inspection specifications, recipes, production

Use

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2.

Internal

In the material master, you determine whether or not a material is subject to quality inspection. If so, you also determine the business process for which an inspection is required. Depending on these settings, mySAP PLM Quality Management also monitors the material stocks or the receipt of quality certificates during material procurement. If required, you can determine vendoror material-dependent inspection specifications.

Test Your Knowledge

4.

SAPPLM

For materials that are subject to quality inspection, an inspection lot is created automatically when the goods receipt is posted. For this inspection lot: Answer: A

For an inspection during production, inspection results are recorded:

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Answer: A, B During an inspection during production, inspection results can be recorded in different ways:

SAP Use

Quality inspections can be performed when goods are issued. The inspection results for these inspections: Answer: B A form to help you create an inspection report is delivered with the standard system. You can copy the data from an inspection lot into this form. This makes it very easy to create an inspection report for an inspection lot. If a customer requires a quality certificate, this certificate can contain the inspection results from the goods issue inspection. Inspection data is updated in the QM Information System (QMIS) once the inspections have been completed. The inspection data is then available for statistics.

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6.

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Once for each inspection characteristic Several times for the same inspection characteristic if you are working with inspection points • For an inspection characteristic with reference to the serial number of an individual item Depending on the planning, you can record results as summarized measured values or as single values, or you can perform classed results recording.

SAP

• •

Use

Partner

5.

Internal

The inspection lot data record is used to perform the quality inspection. Inspection results can be recorded and activities can be confirmed. In addition, the inspection lot data record manages the goods receipt stock until the inspection has been completed with the usage decision. Once the usage decision has been made, a stock posting is performed (for example, stock in quality inspection is moved to unrestricted-use stock). The associated material documents can be displayed using the inspection lot.

Unit 8 Internal

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Environment, Health and Safety Unit Overview mySAP PLM EH&S covers the following five functional areas:

Partner

Product Safety Dangerous Goods Management Waste Management Industrial Hygiene and Safety Occupational Health

SAP

Unit Objectives

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•

• • • • • •

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Define the term EH&S Name the five functional areas of mySAP PLM EH&S Describe how the mySAP PLM EH&S functional areas fit into the context of the product life cycle Describe the integration of the mySAP PLM EH&S functions into the following solutions: mySAP Product Lifecycle Management, mySAP Supply Chain Management, and mySAP Human Resources Describe how the specification database is structured for the purpose of substance management Describe phrase management and how it is used in the specification database Use mySAP PLM EH&S report management, including the report information system Describe material safety data sheet shipping as a core function of product safety List the requirements of dangerous goods regulation data Explain the structure of dangerous goods classifications


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• • •

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SAP

This first lesson in this unit provides an overview, while the second deals with selected functional areas.

Use

• • • • •

Unit 8: Environment, Health and Safety

• • • •

SAPPLM

Describe the integration of dangerous goods, including the printing of relevant documents, into sales and transport processes Explain the importance of the work area in the integrated industrial hygiene and safety Explain the functions of risk assessment and standard operating procedures Understand incident/accident management

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Lesson: mySAP PLM EH&S: Overview and Basic Functions................. 237 Lesson: Selected Functional Areas of mySAP PLM EH&S ................... 254

Internal

Unit Contents

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Lesson: mySAP PLM EH&S: Overview and Basic Functions

Lesson: mySAP PLM EH&S: Overview and Basic Functions Lesson Overview

Lesson Objectives After completing this lesson, you will be able to:

Business Example

Use

What is mySAP PLM Environment, Health and Safety?

This includes the following areas: • • • • •

2005/Q2

Protecting the health and safety of the employees in your company Protecting the environment from the dangers inherent in running a company The safe disposal of hazardous waste The safe transport of dangerous goods The safe handling of potentially dangerous products by customers and consumers


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Internal

Environment, Health and Safety (EH&S for short) is the name of the SAP solution that covers environmental protection, occupational health and industrial hygiene and safety.

Partner

Since your company is planning to install Environment, Health and Environment shortly, you want to learn about the basic functions.

SAP

SAP

•

Define the term EH&S Name the five functional areas of mySAP PLM EH&S Describe how the mySAP PLM EH&S functional areas fit into the context of the product life cycle Describe the integration of the mySAP PLM EH&S functions into the following solutions: mySAP Product Lifecycle Management, mySAP Supply Chain Management, and mySAP Human Resources

Use

Partner

• • •

Internal

Only

This lesson consists of an overview of mySAP PLM EH&S, focusing on the following questions: What is EH&S? What are the main functional areas of EH&S? How are its functions integrated with other mySAP.com solutions?


SAPPLM

Companies all over the world are having to observe growing numbers of rules and regulations in the areas of safety and the environment, for example, the hazardous characteristics according to which you can classify a substance or a product as a hazardous substance, or the hazardous properties according to which you can classify goods for transport as dangerous goods. It is particularly difficult, for example, if companies want to transport dangerous goods using different modes of transport across borders.

Only

Use

Partner

Internal

mySAP PLM EH&S offers a complete integrated solution for health, safety, and environmental protection.

• • • • • • • •

Buy hazardous substances Use hazardous substances as auxiliary materials or consumables Use hazardous substances in production Manufacture and market products that are or contain hazardous substances Transport dangerous goods or have them transported Have to dispose of hazardous waste Carry out industrial hygiene and safety measures in accordance with regulations Provide internal health care for their employees

On the basis of this, mySAP PLM EH&S can be profitably employed in almost every sector of industry.

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mySAP PLM EH&S is the product for all companies that:

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SAP

SAP

Figure 138: What is mySAP PLM EH&S?

SAPPLM


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Figure 139: Which industries can benefit from mySAP PLM EH&S?

SAP

SAP

The Functional Areas of mySAP PLM EH&S mySAP PLM EH&S covers the following capabilities:

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Internal

Hazardous Substance Management Including Product Safety Dangerous Goods Management Waste Management Industrial Hygiene and Safety Occupational Health mySAP PLM EH&S Basic Services &Tools (BS&T)

Partner

• • • • • •

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Internal

Figure 140: mySAP PLM EH&S Functional Areas

The Basic Functions of mySAP PLM EH&S

SAP Use

General specification database and general specification information system Report generation, report management, and report information Phrase management and questionnaire management EH&S Expert and EH&S Easy Expert rule engines mySAP PLM EH&S NLS (Native Language Support) language versions

A brief explanation of the basic functions of mySAP PLM EH&S follows. The general specification database is a flexible database tool that manages different mySAP PLM EH&S master data objects, for example, substances, agents, and dangerous goods classifications. You can define properties for describing the master data objects yourself over and above the standard properties. The contents are presented to the user with property trees that can also be defined. You can use the general specification information system to carry out complex searches using properties. You can present the results in lists that can be individually defined (output variants). You can also display multi-level compositions of substances.

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Note: Twenty-nine languages are currently supported.

Partner

• • • • •

SAP

The basic functions (also known as EH&S Basic Services & Tools) are used by the different areas of mySAP PLM EH&S.

Use

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SAPPLM


You can use the property tree to search for properties. You can search for identifiers, such as names, independently of language. A Microsoft Excel interface enables you to format and edit the data for each of the specifications found.

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You can use questionnaire management to create and translate a catalog of questions, answers, and other text elements. You can select the answer category, for example, multiple choice, single choice, or user-defined text when you create the questions. You can then create your questionnaires from this catalog. You can print the questionnaire or send it as an e-mail. The employee can then answer the questionnaire online in the system or use the version that has been printed out and scan it in. You can check for completeness and logical accuracy.

Partner

Phrase management allows the effective handling of texts in standardized modules in several languages. (Twenty-nine languages are supported.) Phrases are managed in phrase libraries. You can use phrase sets to assign phrases to the individual characteristics of the specification properties. You can manage several phrase libraries here. One of these is chosen as the active library where you process data. Like specifications, phrases use engineering change management.

SAP

You can display all reports for a specification in a report tree in the report information system. The current (released) version of a report is highlighted in the report display. Historical versions of a report can also be displayed. You can display or print any report. You can also use this function from documents in sales and shipping.

Use

Report management supports you in the management and release of reports, for example, material safety data sheets and labels. You can use status management to set up a controlled release process according to your own needs. By adding data from an actual substance, a report is generated from the report template that is created for a certain language and jurisdiction. By transferring current data (such as material number, company name, and logo) from the transaction that triggered report generation, this report is transformed into the final report to be dispatched. The entire report request can be triggered manually or automatically. You can manage changes to specifications or phrases using a worklist.

Internal

Report generation enables you to create reports in the languages of your choice. These reports can contain data from the specification database and other mySAP.com solutions and graphic symbols. You can arrange the layout, content, and output format as required. Text modules can be integrated using phrase management. The standard Microsoft Word tool for drawing up reports is installed on a server and connected using the WWI (Windows Wordprocessor Integration) program. The file format is RTF. As examples, SAP supplies report templates for EU safety data sheets, TREMcards, standard operating procedures according to hazardous substance directives (Germany), waste manifests (Germany), hazardous waste manifests for the USA, and an accident report form for the German workers' compensation association.


SAPPLM

With the EH&S Expert and EH&S Easy Expert rule engines, you can derive additional data from existing specification data and write it to the database using rules that you define. This simplifies data entry considerably and improves consistency. This is useful, for example, when laws require a particular rating (for example, flammable) for measurable properties of chemicals (such as a predefined interval for a flash point). Rule engines can also change data automatically, if this is necessary due to changes in legislation.

Only

The Complete View of mySAP PLM EH&S

Cross-application functions, such as the document management system and the classification system, are also used here.

Use

Partner

mySAP PLM EH&S Basic Services & Tools provide the task functions for all areas of mySAP PLM EH&S.

Internal

mySAP PLM EH&S Native Language Support enables you to use character sets from any code page on one EH&S system and print them together on one document.

SAP

SAP Only

Internal

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Partner

Figure 141: The World of mySAP PLM EH&S

The mySAP PLM EH&S environment also offers several different add-on products and services. Examples include: Data Service (Content Providing) Currently, content and substance data belonging to international chemical legislation (ARIEL RESEARCH Corporation)

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Phrase service Currently, a professional phrase library in more than 20 languages (CED) Rule service EH&S Expert rules for rating and identifying a product for creating a material safety data sheet (TechniData AG)

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Internet access to the EH&S document database (TechniData AG)

Business Processes Integration The graphic shows the integration of the mySAP PLM EH&S areas into the business processes of mySAP Product Lifecycle Management, mySAP Supply Chain Management, and mySAP Human Resources.

Use

Partner

mySAP PLM EH&S was developed in cooperation with SAP's development partner, TechniData AG.

Internal

Data transfer service Formatting and structured transfer of material safety data sheets from legacy systems and vendor MSDS (TechniData AG)

SAP

SAP Only

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Partner

Figure 142: mySAP PLM EH&S in the Supply Chain

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mySAP PLM EH&S in the Product Life Cycle When you consider the life cycle of a product, you can see the mySAP PLM EH&S elements throughout the different stages.

Use Internal

Dangerous goods checks must be carried out and shipping documents must be completed with dangerous goods data for sales and transportation. Material safety data sheets for products that have been classified as hazardous substances must be sent to customers in advance. In the service phase, customer complaints or new information about EH&S-related properties of the product can lead to changes to the product. Products that can no longer be used are taken back by the manufacturer. The waste that remains after dismantling a product must, however, be disposed of in compliance with the law.

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In the actual production phase, adherence to industrial hygiene and safety measures must be checked and working conditions and exposure must be monitored. Accidents must be reported and measures to avoid more accidents must be taken and monitored.

Partner

Starting at the product design phase, it is important to think about avoiding or reducing waste. When planning the production plant, aspects of risk analysis and risk assessment from the point of view of minimization of risk become relevant. By avoiding or replacing hazardous substances, the product's potential for risk will be reduced or the rating of a product as a hazardous substance can be completely avoided. Health surveillance protocols can also be planned and executed even before production starts.

SAP

SAP

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Internal

Figure 143: mySAP PLM EH&S in the Life Cycle of a Product

SAPPLM


The Advantages of Using mySAP PLM EH&S Using mySAP PLM EH&S is advantageous for the following reasons: • •

Integration of safety and environmental protection tasks into the business processes of general enterprise planning and corporate management Execution and automation of company safety and environmental protection tasks through mySAP PLM EH&S

Only

•

Consistent data for all areas of EH&S using the common database of the mySAP.com e-business platform including mySAP PLM EH&S Adequate availability of EH&S information and EH&S functions Support for complying with legal regulations Automation and considerable acceleration of business processes

mySAP PLM EH&S Waste Management

SAP Use

Only

Internal

Partner

In many companies, waste management is also integrated into actual business processes and is increasingly considered a means of optimizing them. Therefore, it should also be a part of these processes in data processing. Waste management is therefore integrated at the appropriate places with the functions of materials management and controlling.

SAP

Waste generators and disposers today have to comply with numerous rules and regulations. In addition, many particularly hazardous wastes are dangerous goods as well as hazardous substances. In this case, waste generators, transporters, and disposers also have to take into account dangerous goods laws and hazardous substance laws, as well as industrial hygiene and safety and occupational health regulations.

Use

Partner

• • •

Internal

Using mySAP PLM EH&S has the following benefits:

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Each business partner involved in waste management has a role. These can be:

Internal

Waste generators Waste transporters Waste disposers Authorities

A disposal channel is a combination of a waste, a waste generator, and a waste disposer.

Business Partner Integration in Waste Management You support waste approvals to comply automatically with relevant rules and regulations. Waste approvals can be assigned outline agreements that can then be called off and updated when required, if a disposal document is being created on the basis of a waste approval.

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• • • •

Partner

As with the materials you use for products, you can assign one or many specifications to the waste materials, thereby storing other waste data in the specifications.

SAP

Each waste corresponds to a material in materials management. You can store the logistics data you require with the material.

You can enter all the important data for describing and handling waste. In a similar way to describing products, the functions of materials management, product safety, and dangerous goods management are also used.

Use

SAP

Only

Internal

Figure 144: Basic Waste Data in mySAP PLM EH&S Waste Management

SAPPLM


SAP Use

mySAP PLM EH&S Waste Management with Integration in Materials Management and Controlling The graphic illustrates the disposal processes.

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Off-site disposal only On-site disposal only Combined on-site and off-site disposal Disposal with and without accumulation point Processing with and without a broker

Partner

• • • • •

SAP

Through the data structure and the flexible design of the other steps in the process, mySAP PLM EH&S Waste Management supports different variants for disposal processing, for example:

Use

Partner

Only

Internal

Figure 145: Business Partner Integration in Waste Management

SAPPLM

This representation of the process shows the full options for integration in purchasing, inventory management, and invoice verification with:

SAP

Reference to an outline agreement The creation of a purchase order for an outline agreement The posting and clearing of a material document Invoice verification after document return Cost account assignment to the waste generator's cost center and the G/L account for disposal costs

Use

Plan the disposal of the waste with the required master data Enter the waste that has been produced and create a waste manifest Fill out the waste manifest return Legal reporting

In this case we are dealing with disposal with the required disposal documents. Entering the waste is part of creating waste manifests and legal waste reporting.

Occupational Health The aim of occupational health is to look after the health and well-being of employees. This task is supported by health surveillance protocols that are performed regularly and are a legal requirement in most countries. Occupational health is also available for employees' general visits to the health center and consultations. Another task of occupational health is to document all first aid measures used in a company. In

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• • • •

Partner

With Lean Waste Management (Simplified), only the following steps are required to dispose of waste in compliance with the law:

SAP

• • • • •

Use

Partner

Figure 146: Disposal with Full Integration

Internal

Only


SAPPLM


Germany, for example, the first aid log is also used and is a legal requirement. In addition, it is particularly important in occupational health that all diagnoses and results of examinations can be reliably documented and evaluated. All tasks involve a lot of administration and numerous legal requirements. mySAP PLM EH&S Occupational Health offers a solution that is integrated into human resources and industrial hygiene and safety.

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Internal

SAP

SAP

Figure 147: The Functional Areas of Occupational Health

Internal

• •

Exposure group Agents Health surveillance protocols Examinations and tests Questionnaires based on question catalogs Assignment of health surveillance protocols to organizational data in human resources and agents, scheduling and execution Arranging visits to the health center and consultations Keeping an injury/illness log

The exposure group is defined as a group of people who are exposed to the same agents with the same rating. You then assign the appropriate agents to the exposure group, a tool of HR organizational management.

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• • • • • •

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Use

mySAP PLM EH&S Occupational Health uses the following master data and functions:


SAPPLM

Agents are concrete or potential effects of a physical, chemical, or biological nature that can have a negative effect on the health and well-being of people when exposed to them. These can be hazardous substances, ionized radiation, noise, or the lifting of heavy loads. Agents can trigger certain protocols by the level or frequency at which they occur, or simply by their presence. In addition to connecting agents to the exposure groups of SAP HR organizational management, you can also link them to:

Only

Position Job Task

You can specify the following for each health surveillance protocol:

Partner SAP Use

Hearing test Lab test Physical examination Pulmonary examination

You can display historical data about each person for the individual test results, that is, results from previous tests. Data can be imported from external medical equipment for hearing, laboratory tests and pulmonary examinations. In addition to the questionnaire being used as a case history questionnaire in occupational health, it is also used for site inspections in industrial hygiene and safety, for example. Individual questionnaires are simple to create. First, you store the individual questions in a question catalog. You can then create as many different questionnaires as you wish from the individual questions in the question catalog. In addition to creating questionnaires for occupational health, you can also create them for employee surveys,

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• • • •

Partner

Examinations are medical processes for obtaining a measurable result for a medical diagnosis. The following examination categories are defined in the standard system:

SAP

The protocol category (hiring examination, regulatory examination, and so on) The type of protocol (due to exposures, tasks, age, or unscheduled) The trigger level for a protocol Questionnaire assignments The assignment of examinations to a protocol Time limits and provisions The assignment of agents or tasks The cost or work involved and the duration

Use

• • • • • • • •

Internal

• • •

SAPPLM


checklists for site inspections, applicant questionnaires, and so on. The questionnaire can be answered on the screen or on a printed version on paper. When answering questionnaires online, checks are made for plausibility and completeness. Completed questionnaires can be scanned and the answers imported automatically. Selecting Persons, Schedule Planning, Invitations, Check Lists and Using Exposure Groups:

Only SAP Use

SAP

Examinations Diagnoses Constraints Result/next appointment Completion Person Questionnaires Historical data

Injury/illness log (or first aid log): In many countries, there are legal requirements for documenting first aid measures. In Germany, for example, the employer is obliged to archive these documents for five years. mySAP PLM EH&S Occupational Health contains an electronic injury/illness log to help the employer cope with the legal requirements. The integration facility of the SAP System allows you to use the injury/illness log in incident/accident management in mySAP PLM EH&S Industrial

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• • • • • • • •

Partner

Medical service is the term used for the processes involved in performing one or more health surveillance protocols for a person. It is divided into the following areas, which each have a tab page in the system:

Use

Partner

As soon as you have decided who is to come to a health surveillance protocol, you must invite them to the health center. Simply enter a proposed appointment in the schedule planning and print the invitation (possibly with a questionnaire).

Internal

After you have assigned health surveillance protocols to persons, you select those persons in the person selection for whom you wish to open a medical service. Here, you can make a selection according to a time period, the type of protocol, or the personnel number. You can also reschedule appointments that are close together to one appointment date. This means you can save valuable working time and help to keep costs to a minimum.


SAPPLM

Hygiene and Safety as well. In the injury/illness log, you can enter all the necessary information on both the person and the type of aid that was given to a sick or injured employee:

Use

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Name of sick or injured person The sequence of events of the accident, or the type of damage to health Accident location or area of the company (for example, work area) Type and extent of the injury or illness First aid measures taken Aid/follow-up treatment given

Internal

• • • • • •

SAP

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Lesson Summary

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Use

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Internal

You should now be able to: • Define the term EH&S • Name the five functional areas of mySAP PLM EH&S • Describe how the mySAP PLM EH&S functional areas fit into the context of the product life cycle • Describe the integration of the mySAP PLM EH&S functions into the following solutions: mySAP Product Lifecycle Management, mySAP Supply Chain Management, and mySAP Human Resources

SAP

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Lesson: Selected Functional Areas of mySAP PLM EH&S Lesson Overview This lesson illustrates how (hazardous) substance management is incorporated into the basis functions of mySAP PLM EH&S (BS&T), the specification database, phrase management, and report management.

Only Partner

Lesson Objectives

SAP

•

Use

• • •

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Internal

• • • •

Partner

• •

Describe how the specification database is structured for the purpose of substance management Describe phrase management and how it is used in the specification database Use mySAP PLM EH&S report management, including the report information system Describe material safety data sheet shipping as a core function of product safety List the requirements of dangerous goods regulation data Explain the structure of dangerous goods classifications Describe the integration of dangerous goods, including the printing of relevant documents, into sales and transport processes Explain the importance of the work area in the integrated industrial hygiene and safety Explain the functions of risk assessment and standard operating procedures Understand incident/accident management

SAP


Use

This lesson also gives you an overview of the functions of Industrial Hygiene & Safety. You will become familiar with the work area as the central object of industrial hygiene and safety. You will also learn about the exposure log, risk assessment, and incident/accident management.

Internal

This lesson introduces you to dangerous goods management, dangerous goods regulations and dangerous goods classification. It also discusses the material-based dangerous goods master. Dangerous goods checks and the automated creation of dangerous goods documents from sales and distribution processes are also covered here.

SAPPLM

Lesson: Selected Functional Areas of mySAP PLM EH&S

Business Example Your company manufactures paints. You enter all data for starting substances and products relevant to mySAP PLM EH&S in the specification database. You deliver paint to customers. You have generated the current version of the material safety data sheet and you must have sent it to the customer before the delivery arrives.

Only Partner

You also implement industrial hygiene and safety measures and enter details of accidents.

What are Hazardous Substances?

Internal

You are sending dangerous goods that have been classified by assigning the materials to a dangerous goods classification. In the delivery, checks are carried out to ensure the permitted means of transport and shipment route, as well as the prohibition of mixed loading, are complied with. Delivery notes are created with dangerous goods data. TREMcards are printed in accordance with regulations and given to the driver.

Use

SAP

SAP Only

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Use

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Figure 148: Hazard Characteristics of Hazardous Substances

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SAPPLM

The graphic on the previous page shows the hazard characteristics according to the German hazardous substance directive. An amendment to a directive can mean the classification criteria change or a new hazard characteristic is added. The right side of the graphic illustrates some of the symbols that must be used to characterize hazardous substances. From top to bottom:

Use

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Only

Explosive Highly flammable Toxic Corrosive Irritant Harmful to the environment

Internal

• • • • • •

Internal

The graphic illustrates the basic functions of mySAP PLM EH&S in hazardous substance management. Material safety data sheet shipping and the BOM-BOS interface are applications directly linked to product safety.

Partner

Use

SAP

SAP

Figure 149: Hazardous Substance Management/Product Safety

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The Specification Database Specification management allows you to manage specification data (properties) for the following mySAP PLM EH&S object types:

Only

Substances Agents (a substance can also be an agent) Dangerous goods classifications Waste catalog codes (European Waste Catalog EWC) Packaging specifications

Within the Substance object type, you can enter and identify substances of any kind (pure substances, preparations, mixtures, polymers, and so on) and describe them using their properties.

SAP

SAP

Specification Properties

Use

Partner

You can change and add to specification properties quickly and flexibly and also arrange them in a property tree tailored to your needs. You can define and edit compositions of preparations as required. Attributes in the form of text are supported by phrase management.

Internal

• • • • •

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Internal

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Partner

Figure 150: Types of Substance Data

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Substance data is extremely diverse. It ranges from properties that are simple to describe (such as color or smell) and physical or chemical properties (such as density and flash point) to complex properties (for example, toxicological information, such as the lethal dose (LD50) for male rats, determined according to a particular method). To do this, the specification database uses the classification system to meet the requirements to enable the substance properties to be extended.

Use

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Internal Only

Internal

If a substance is a preparation, its composition requires special treatment. The composition of a preparation is information about the weight or volume of the product ingredients as a percentage.

Partner

Use

SAP

SAP

Figure 151: Structure of Substance Data in the Specification Database

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Many properties are described by texts, which are valid universally. Phrase management complies with this universal validity. Translation also takes place in phrase management to ensure that phrases are only translated once.

SAP Use

•

You can use phrases to make phrase set charactertics available as a possible entry. Furthermore, phrase management allows phrases to be imported and exported, for example, for translation.

Logistics Integration The central element of the integration is its assignment to the material master record.

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•

Extensive search functions help you find suitable phrases quickly. Phrase merging enables you to update and add phrases quickly and simply, for example, after you have imported a new version of a passive library. Phrase references link phrases with the same content and automate phrase merging. You can “clean up” the active phrase library by selecting representative phrases from phrases that are similar in content. By doing this you reduce the size of the library and also guarantee that the same text will appear.

Partner

• •

SAP

Many phrases are already defined in laws and may not be changed (for example, risk and safety phrases = R and S phrases). In many companies, users formulate their own phrases. Efforts to standardize these phases gave rise to collections of phrases (phrase libraries), some of which are available on the market. You can maintain any number of phrase libraries. You define one of them as the active library for data processing. The others are then passive libraries. You can use the following functions:

Use

Partner

Figure 152: Phrase Management

Internal

Only

Phrase Management

SAPPLM

Partner

SAP

Depending on the substance type, you can assign a substance as many materials as you like from the material master. If a material is composed of several items, you can also assign it several substances. For business processes that are based on the assignment of a material to a specification, the specification delivers the data using the properties.

Assignment of Materials to Specifications

Use

A material is an object from the logistics solutions that is implemented (in the integration) or that is used, consumed or created during production. It can also be a service. The material contains logistics data, such as price, weight, dimensions, and so on.

SAP

Figure 153: Materials

Internal

Only


Only

Internal

Use

Partner

Figure 154: Assigning Materials to Specifications

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Link to Logistics Business Processes The following overview of the integration processes explains the importance of business process integration:

Only SAP Use Internal

Creating high-quality reports with graphics User-defined, customer-specific layout of forms Use of standard word processing software Automatic creation of reports Simple management and search functions Version and status management

Documents from the specification database and particularly those that are intended for external addressees require a high quality of layout only offered by the most modern word processing programs. This includes the integration of graphics (such as company logos, hazard symbols, and pictograms), color printing, the printing of tables, and the use of special printers (for printing labels, for example). Due to the variety of documents, it is essential that each user is able to define the appearance and content of the documents individually. Furthermore, for certain documents it is stipulated that all (different) versions should be recorded, that is, both main versions and sub-versions.

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Requirements for Report Management

SAP

•

Use

•

Materials that have been identified as environmentally relevant in the material master can trigger report shipping when a material is assigned to a substance. The material must be entered in the delivery document or the sales document. The MSDS (material safety data sheet) output is then selected according to a condition schema. Every substance that is found triggers the shipping of the material safety data sheet belonging to it. You can define the dangerous goods classification for dangerous goods management within specification management. The dangerous goods classification is used to assign the dangerous goods data that is relevant to transport to a substance or material. The system checks automatically in transportation and delivery whether the dangerous goods regulations are being adhered to. Thanks to integration into inventory management, you can access information on material stock from the exposure log. By doing this, you can add to or update the exposure log automatically. For example, you can create a hazardous substance register according to hazardous substance directives. Thanks to integration in BOM management, you can calculate the composition of a preparation as a percentage at a detailed ingredient level from the production bill of material.

Internal

•

Partner

•


SAPPLM

The layout functions used in mySAP PLM EH&S are geared towards content, for example, to create the following documents:

Use

Partner

• • •

Safety data sheets (SDS) according to European guidelines Material safety data sheets (MSDS) according to North American guidelines Hazardous substance labels TREMcards (transportation of dangerous goods) Standard operating procedures (according to the German hazardous substance directive) Accident reports for the workers’ compensation association Waste manifests and dock receipts Hazardous Waste Manifest (USA)

Internal

Only

• • • • •

SAP

SAP

To create the EH&S documents listed above, the document management system from mySAP PLM was implemented for report management and Microsoft Word was used as the word processing program. You can also find report management described as Windows Wordprocessor Integration (WWI).

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Figure 155: Examples of a Material Safety Data Sheet and a Label

SAPPLM


Report Generation

Use

Partner

Only

Internal

The report generation flow consists of the following basic steps:

•

•

•

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•

Creating a report template. This specifies the appearance (layout) of the document and references content from the specification database as well as other logistics data and control functions using symbols. Editing a generation variant for a specification report. The generation variant for a specification report links the report templates to a validity area (regulation area) and one or more rating for specification assignments. Generating a specification-related report (also called a report body). This contains all data transferred to the document from the specification database during the first generation run. Generating a final report. This is based on a report body and is completed using additional logistics data in another generation run. This may be material data, customer data (addresses), or sales order data. This is a ready-to-ship report. The report request fulfills a specific role. Report requests are created automatically by triggers, such as relevant changes made to properties printed on reports or to phrases that are used.

Partner

Use

•

SAP

SAP

Figure 156: The report generation process


SAPPLM

Report Information System The report information system informs you about all documents or reports that were generated for substances and have been released. In addition, you can show historical reports that are no longer used. You can choose between the substance view and the material view. You have the option of displaying a report in Microsoft Word, printing it, or comparing it with another report. You can ship all released reports manually from the report information system.

Use

Partner

Only

Internal

Report shipping is the central process in product safety. The manufacturer of a product classified as a hazardous substance must have sent a material safety data sheet to all commercial customers before the delivery arrives. If relevant parts of the content of the material safety data sheet have changed, according to European regulations, the

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Report shipping

Partner

Use

SAP

SAP

Figure 157: Report Information System Process

SAPPLM


new version of the material safety data sheet must be forwarded to all customers who have received it during the last 12 months. The key features of automatic document shipping are:

Only SAP

SAP

mySAP PLM EH&S report shipping enables you to automatically or manually ship reports with substance data. Automatic report shipping is scheduled as part of a higher-level business process. For example, a material safety data sheet is shipped in advance for deliveries of certain chemical products. Apart from the recipient, the report language and the relevant released report are determined automatically. You can set up the report shipping in accordance with the legal requirements of the recipient country and region, and monitor the entire process. Documents that are intended for the same addressee are bundled together for shipping and automatically provided with a cover letter and an acknowledgment of receipt. If required, the person responsible in your organization must check the output for the report shipping order and post the delivery of the acknowledgment of receipt.

Use

Partner

• •

Integration into SD delivery Automatic shipping check: Material safety data sheet required? Automatic search for valid version of suitable material safety data sheet Automatic subsequent shipping of new versions Fulfills the legal requirements (for example, the German hazardous substance directive) Automatic bundling of material safety data sheets to be shipped Shipping of inbound material safety data sheets

Internal

• • • • •

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Internal

Figure 158: Automatic Document Shipping in mySAP PLM EH&S

SAP

SAP

EH&S Expert

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Partner

Figure 159: Performance Features of EH&S Expert

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With the EH&S Expert and EH&S Easy Expert rule engines, you can derive additional data from existing specification data and write it to the database using user-defined rules. For example, a typical area of use would be when laws require a particular rating (for example, flammable) for measurable properties of chemicals (such as a predefined interval for a flash point). Rule engines can also change data automatically, if this is necessary due to changes in legislation. Data changes are carefully logged to allow you to comply without any problems with laws that stipulate that all changes to environmentally relevant data must be fully documented from year to year.

Only

Use

Partner

Internal

Writing or changing rules is done using the rule editor. The EH&S Expert rule editor is installed on the user’s PC. The rule editor has a graphical user interface (see the following graphic) where you can fill the windows for the rules using a property tree (with the possible phrases belonging to it) using drag and drop

SAP

SAP

The EH&S Easy Expert is integrated in specification editing. Here, you can develop simple rules and store them in the mySAP PLM EH&S database to be used again. The following graphic illustrates how EH&S Expert works.

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Figure 160: The EH&S Expert Rule Editor

SAPPLM

Internal

Figure 161: EH&S Expert: Process

The example demonstrates the use of a simple rule. The rule states that if the flash point of a substance is between 20°C and 55°C, the substance must be marked with risk phrase R10 = Flammable. The following steps are now carried out:

SAP

2.

Use

BOM–BOS Interface The BOM -BOS interface (BOM signifies bill of material and BOS signifies bill of substance) represents an important integration of EH&S in Lifecycle Data Management. This involves linking a product’s material master records and the starting substances required as raw materials for production with the corresponding substances from specification management. The composition property is then generated automatically from the BOM maintenance area.

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5.

Partner

3. 4.

The Expert server is called from the hit list by manually selecting a particular rule. The facts required for the rule (in this case, the value of the flash point) are imported into the Expert server. The rule is applied to the facts. Afterwards, the resulting facts are written out and transferred to mySAP PLM EH&S. In mySAP PLM EH&S, you can now interactively display the resulting facts on the screen and decide whether the results are to be written to the database. You can also transfer the results directly.

SAP

1.

Use

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Only


SAPPLM


The BOM–BOS interface can be most usefully implemented for products that are manufactured by a pure mixing process. If significant chemical reactions take place during the manufacturing process, that is, if the starting chemicals are converted by chemical reactions into other chemicals, the BOM–BOS interface cannot be used.

Dangerous Goods: A Sensitive Area

Only Partner

Requirements of Dangerous Goods Regulation Data

Use

However, it is difficult to keep track of the number of widely diverse regulations that exist for different modes of transport nationally and beyond national borders. This means there is a risk of unintentionally violating the regulations. However, punishments for violating regulations (even if unintentional) are often severe, but this is justified. Finally, all too often, seemingly small violations of rules can turn into tragic accidents.

Internal

Dangerous goods are transported in huge quantities worldwide. Goods are transported by road, rail, air, sea, and inland waterways. A large number of both national and international dangerous goods regulations are intended to guarantee the safety of these shipments.

SAP

SAP Only

Internal

Use

Partner

Figure 162: Requirements of Dangerous Goods Master Data

Based on the recommendation of the United Nations, the Orange Book where UN numbers are defined, a dangerous goods regulation always refers to a validity area, for example, the countries in and around Europe, and a mode of transport, for example, a

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road. The regulation shown in the example is the ADR (The European Agreement Concerning the International Carriage of Dangerous Goods by Road). Every country then converts the relevant regulations into legally binding laws. In Germany, for example, the ADR has been converted into the GGVS (GefahrGutVerordnung Straße). Therefore, there are many national and international laws for each of the following different modes of transport:

Only

This means that there are large quantities of regulation data for dangerous goods. These are frequently changed or enhanced. In the USA, this takes place every three months.

SAP

The Dangerous Goods Data Model

Only

Internal

Use

Partner

The following two graphics illustrate the dangerous goods data model.

SAP

To be able to cope with these large quantities of data, a concept was developed in the specification database in mySAP PLM EH&S, whereby UN listed substance data need be entered only once for dangerous goods classification.

Use

Partner

Road transport Rail transport Transport by inland waterway Sea transport Cargo aircraft Passenger aircraft

Internal

• • • • • •

Figure 163: The Dangerous Goods Data Model

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Data records for UN listed substance regulations are combined for each risk potential to form a dangerous goods classification.

Partner

Only

Internal

Figure 164: Structure of Dangerous Goods Classification

SAP Use

Only

Internal

Partner

Customer-defined dangerous goods checks can now be carried out in sales, shipping, and transport. Dangerous goods checks are possible after an inquiry has been entered in a sales order, delivery, or shipment. This can be done manually when you save a document or automatically in collective processing.

SAP

Integration of Dangerous Goods Checks

Use

The actual classification takes place by assigning a real substance or a material to the dangerous goods classification. The dangerous goods master contains all the necessary dangerous goods data for the checks and documents for each material and each regulation. The dangerous goods master is automatically filled with information from the specification database. The fact that the dangerous goods master data exists twice guarantees fast sales and shipping processes.

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SAP

SAP

A dangerous goods check requires information about the planned route. The mode of transport and the country or countries are determined by the route. The system finds the regulations that are to be used by the unique assignment of a country to a jurisdiction.

Use

Partner

Only

Internal

Figure 165: Dangerous Goods Checks in Business Processes

Only

Internal

Use

Partner

Figure 166: Dangerous Goods Checks

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Internal

Only

The dangerous goods checks can, to a large extent, be defined by you. You can define the time at which the process is carried out and the range of the checks. A company can develop its own check modules involving no modifications and place them in a dangerous goods check schema. You can also define what the reaction to the check will be. It is possible to lock a document automatically so no more changes can be made to it. If the dangerous goods check produces a negative result, you can select an alternative route manually, also taking into account modes of transport and transit countries.

Use

Partner

Dangerous Goods Documents

SAP

SAP

The dangerous goods regulations also specify the dangerous goods information required for authorities, customers, shipping companies, and so on. Examples of these documents are the delivery note and the shipping notification EDI message. For European road transport (ADR regulation) and European inland waterway transport (ADNR regulation), TREMcards are created and printed in all the languages of the countries within and through which the goods are to be transported, as well as in the languages of the drivers, in accordance with the regulations. The graphic below illustrates the print preview of a delivery note containing dangerous goods data.

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Figure 167: Dangerous GoodsDocuments


SAPPLM

Use

Partner

Only

Internal

Figure 168: Delivery Note with Dangerous Goods Data

Integrated Industrial Hygiene and Safety

SAP Use

Only

Internal

Through the integrated mySAP PLM EH&S Industrial Hygiene and Safety solution, there are new opportunities for you to share in the information flow. The data that has accumulated from the important processes in industrial hygiene and safety offers you optimum support in decision making and helps you to look ahead in the management of your employees’ health.

Partner

You can cope with today’s global demands on industrial hygiene and safety only with the help of tailored software that can be integrated into business processes.

SAP

The world of work today is strongly oriented towards the application and development of innovative technology. Therefore, safety management within a company is all the more important to accompany dynamic processes and take preventative action.

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Integration with mySAP.com has significant advantages: •

•

Only

•

SAP

SAP

The Industrial Hygiene and Safety Service Package at a Glance

Use

Partner

• •

Internal

•

The use of existing data, for example, from business processes in human resources (incident/accident processing, health and safety briefing, and shift times), in plant maintenance (maintenance plans and work clearance management) and in materials management (hazardous substance register and standard operating procedure) Improved cooperation between the various departments in the company, through a comprehensive range of information and a guaranteed information flow Automatic update function for dependent data (for example, changes can be made to dangerous goods data at the same time as new standard operating procedures are generated) Automatic compliance with safety measures Complete documentation of all processes (such as incident/accident management, health and safety briefings, and health surveillance protocols) Option of global implementation and standardization of procedures and documentation (for example, accident analysis)

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Figure 169: The Functional Areas of mySAP PLM EH&S Industrial Hygiene and Safety


SAPPLM

Work Area Management

Use

Partner

Only

Internal

Figure 170: The Work Area as the Central Integration Object

SAP Use

•

You can use the work area to map the operational organization and structure of your company precisely from the point of view of health and safety. The integration with other mySAP.com solutions also enables you to create references to existing structures. In the standard system, these are: • • • •

276

Plant maintenance: functional location and equipment Materials management: storage location Production planning: work center Organizational management of human resources: position, exposure group, person


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Internal

•

Performing, evaluating, and managing risk assessments Entering agents and using exposure logs Organizing, performing, and evaluating site inspections Generating and managing standard operating procedures and health and safety briefings Incident/accident management including the creation of legally required reports and statistics Using the company incident/accident log

Partner

• • • •

SAP

The central object of mySAP PLM EH&S Industrial Hygiene and Safety is the work area. It is the reference point for numerous processes:

SAPPLM


The information that has been stored in the objects in question is directly available in industrial hygiene and safety by reference. This also allows you to use relevant additional documents from the work area, such as emergency and building plans, photographs and workplace descriptions for your work in industrial hygiene and safety.

Only SAP

If agents occur frequently in work areas, you can use pattern functions. You can create standardized (exemplary) exposure profiles and risk assessments, as well as questionnaires.

SAP

If there is a higher risk of accident or hazardous substances are being handled in a work area, you can initiate measures in the system necessary to establish or guarantee safety at work. You use the generic industrial hygiene and safety measures function for this purpose. Generic means that you can enter industrial hygiene and safety measures from all industrial hygiene and safety processes, whether it be from work area management, incident/accident management, or risk assessment.

Use

Partner

You can use the work area data function to store specific safety information and instructions for each work area. Using this information, you can create the required documents, such as standard operating procedures and work instructions, with a generation process.

Internal

You can create an exposure profile for each work area. This aggregates all agents that occur in the work area and contains a qualitative rating for each one. If a risk assessment was performed at the same time, you can match the ratings contained in the exposure profile to the results of the risk assessment. With the exposure profile, risk assessment provides you with tools for the detailed analysis and documentation of risks in the work area.

Only

Internal

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Risk Assessment

SAP

SAP

In mySAP PLM EH&S Industrial Hygiene and Safety, the identification of hazards or risks in the different operation statuses of a work area triggers a risk assessment. 1. Risk determination and analysis This primarily represents access to existing data:

Use

An important part of risk assessment is processing and managing measurement data, that is, operations and measures for defining, implementing, evaluating and documenting measurements of hazardous material as well as any physical agent. By setting up an exposure log, you can systematically enter all the agents that occur in your company. The functions for creating an exposure log are integrated into risk assessment:

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Work area information (for example, installations and tasks) Documents (for example, workplace descriptions) Standard operating procedures Check lists, questionnaires Exposures/risks Accidents Minor injuries Other sources in mySAP.com solutions

Partner

• • • • • • • •

Use

Partner

Only

Internal

Figure 171: Risk Assessment Process

SAPPLM


In the exposure log, you can manage different agent types, such as hazardous substances, noise, climate, or lighting. Therefore, the exposure log is at the same time a hazardous substance log, a noise log, a climate log, and a lighting log.

Only

2. Risk assessment and risk rating This contains different assessments:

•

According to different operation statuses (such as normal operation, maintenance, repair, and breakdown) According to agent-specific analysis methods

Use

Partner

•

According to agent-specific analysis methods:

SAP

“Measured value – reference value” comparison Standardized criteria (for example, from sources in the relevant literature) Questionnaire (for example, checklists and exposure catalogs) Customer-specific (for example, calculated estimate)

SAP

• • • •

You can also implement any other analysis methods using customer exits.

Persons responsible Priorities Dates for schedules, implementation, and checking

Use

After a safety measure has been implemented, you can assess how successful it was in a final step. Integration with mySAP PLM Asset Life Cycle Management means that you can use the full functions of plant maintenance to request and process maintenance tasks. In industrial hygiene and safety, you can create a maintenance notification with the safety measures that are to be implemented as tasks and transfer it for further processing to mySAP PLM Asset Life-Cycle Management. After transferring it, you

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Internal

You can define protection goals and safety measures for a risk. The safety measures can be of a technical, organizational, or personal nature. You can store the following information on the safety measures in the system:

Partner

3. Protection goals and safety measures

• • •

Internal

Additional information such as legal ratings and reference values can be added to the relevant log entry in the exposure log through integration into the specification database. Thanks to integration with inventory management, you can access information on material stock from the exposure log. By doing this, you can add to or update the exposure log automatically. For example, you can create a hazardous substance register according to hazardous substance directives.


SAPPLM

can track its progress from industrial hygiene and safety. You will be notified in the Business Workplace after all safety measures have been processed and you can assess the end result. 4. Review and documentation This includes: the use of automatic documentation and scheduling functions in SAP Access to the existing information in the system using industrial hygiene and safety information - List of safety measures

Standard Operating Procedures Standard operating procedures represent an important aspect of industrial hygiene and safety when dealing with hazardous substances, machines, and installations, as well as when performing potentially dangerous tasks. You can differentiate between individual and collective standard operating procedures with work area and substance-related instructions.

Use

Partner

- Deficiency list

Internal

Only

• •

SAP

SAP Only

Internal

Use

Partner

Figure 172: Information Sources for a Standard Operating Procedure

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In Germany, for example, a standard operating procedure for handling hazardous substances according to the German hazardous substance directive (GefStoffV) contains the information shown in the graphic above. The same requirements exist in American and European jurisdictions

Only SAP

SAP

Incident/accident management is an area that affects both occupational health and industrial hygiene and safety. Employers are fundamentally responsible for making sure that everything possible is done to prevent accidents from happening. In addition to an employer’s obligation to provide medical welfare for the employees, an employer also has a large vested interest in keeping the number of accidents to a minimum for cost reasons. Therefore, employers are particularly interested in accident statistics and having them analyzed. For this reason, it is important that not only recordable accidents are entered, but also near misses and incidents in which no one was hurt. In the following, the term accident is used as a superordinate term for accidents and incidents.

Use

Partner

Incident/Accident Management and First Aid

Internal

and are supported when the operating procedures are generated. The agent data in the standard operating procedure is read from the specification database. Specific data on the workplace, installation, process or task is stored in the work area. The system reads information on how to use an agent from the exposure log. The standard operating procedure is a report type, which enables the status and language to be managed completely. It also allows for the versioning of documents and the implementation of external documents.

Only

Internal

Use

Partner

Figure 173: Accident Management

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You can use the accident log to enter general event data for all people involved, for any type of accident. Examples include: • • •

Date and time of accident Cost of repair and lost production time Accident location, work area

You can also record personal data for each person involved:

Only

As part of processing the event, you can also create an accident report, initiate the required safety measures, and monitor their processing status. These include:

•

Technical safety measures (for example, maintenance order) Organizational safety measures (for example, separating people from risks in terms of time and location) Person-related safety measures (for example, performing health and safety briefings)

Use Internal

The injury/illness log is managed in occupational health and is described in that context in this handbook.

Site Inspections Site inspections are part of a systematic and preventive company safety policy. Site inspections should specify how far industrial hygiene and safety and health protection are being put into practice within the company.

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You no longer have to fill out accident notifications by hand, instead you can generate them from the system at the press of a button. You can even manage shipping by post, fax, or e-mail using the system.

Partner

Statistics and reports can be used to determine the main causes of accidents. Using this information, you can ensure that suitable safety measures are taken to prevent an increase in the number of accidents. This applies to all accidents, including near misses. The 1,000-employee quota and the one-million hour quota are available for use in the statistical evaluation of the accident log. You can export the data from the incident/accident log to Microsoft Excel. It goes without saying that legal requirements and data protection laws are observed during all processes.

SAP

SAP

• •

Use

Partner

• • • •

Personnel number (with automatic access to relevant personal data, such as address, age, marital status, and experience at workplace) Parts of the body that were injured, types of injury Absence time, whether the accident must be reported Causes of the accident Further treatment

Internal

•

SAPPLM


Partner

Only

Internal

Figure 174: Elements of a Site Inspection

SAP Use Internal

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The industrial hygiene and safety information system provides you with rapid and structured access to processes and information that you regularly require in industrial hygiene and safety.

Partner

Industrial Hygiene and Safety Information System

SAP

In addition to creating inspection site plans, you also have to specify a date and make arrangements to provide staff and resources. The system supports you in creating the activity lists and checklists for recording results. After you have carried out a site inspection, it is important that all data can be documented and evaluated. The checklist mentioned above represents the basis for this evaluation. If a risk is identified, access to risk assessment is available. For example, you can document the evaluation reports as deficiency reports or safety measure catalogs. Statistical evaluations are made possible with the industrial hygiene and safety information system or can be performed by uploading relevant data into a non-SAP system.

Use

A site inspection checks whether the company complies with the current industrial hygiene and safety provisions and rules, and also the level of safety technology and health protection. All risk and exposure factors that could occur at the workplace are taken into account in the process. To help you enter site inspections systematically, you must create site inspection plans that contain information on the required objects and activities. You can still integrate data from the current exposure profile.


SAPPLM

SAP

SAP

• • • • • •

Partner

284

Agent information Risk assessment Hazardous substance register Incident/accident log (1,000-employee and one-million hour quota) Lists of safety measures and deficiency lists Checklists for site inspections and questionnaires


Only

Internal

The structure is based on the hierarchical tree structure. You can adapt the tree structure to suit your individual requirements for information and integrate your own evaluations in the information system. A preconfigured information structure is delivered with the standard system. Examples of what this may contain are:

Use

Use

Partner

Only

Internal

Figure 175: Data Sources for the Industrial Hygiene and Safety Information System

2005/Q2

SAPPLM


Lesson Summary

Use

Only Partner

Internal

You should now be able to: • Describe how the specification database is structured for the purpose of substance management • Describe phrase management and how it is used in the specification database • Use mySAP PLM EH&S report management, including the report information system • Describe material safety data sheet shipping as a core function of product safety • List the requirements of dangerous goods regulation data • Explain the structure of dangerous goods classifications • Describe the integration of dangerous goods, including the printing of relevant documents, into sales and transport processes • Explain the importance of the work area in the integrated industrial hygiene and safety • Explain the functions of risk assessment and standard operating procedures • Understand incident/accident management

SAP

SAP Only

Internal

Use

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285

Unit Summary

SAPPLM

Unit Summary

Only Partner SAP

SAP Partner

Use

Use Only

Internal

Internal

You should now be able to: • Define the term EH&S • Name the five functional areas of mySAP PLM EH&S • Describe how the mySAP PLM EH&S functional areas fit into the context of the product life cycle • Describe the integration of the mySAP PLM EH&S functions into the following solutions: mySAP Product Lifecycle Management, mySAP Supply Chain Management, and mySAP Human Resources • Describe how the specification database is structured for the purpose of substance management • Describe phrase management and how it is used in the specification database • Use mySAP PLM EH&S report management, including the report information system • Describe material safety data sheet shipping as a core function of product safety • List the requirements of dangerous goods regulation data • Explain the structure of dangerous goods classifications • Describe the integration of dangerous goods, including the printing of relevant documents, into sales and transport processes • Explain the importance of the work area in the integrated industrial hygiene and safety • Explain the functions of risk assessment and standard operating procedures • Understand incident/accident management

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Test Your Knowledge


Which are the mySAP PLM EH&S functional areas? Choose the correct answer(s).

Only Partner

2.

A B C D E F

Occupational health? Waste management? Hazardous substance management and product safety? Dangerous goods management? Building management? Industrial hygiene and safety?

In what way is mySAP PLM EH&S different from other software solutions in the area of EH&S? Choose the correct answer(s).

SAP

Full data integration with mySAP.com Full process integration with mySAP.com

The specification database is used to maintain specifications for the following objects. Choose the correct answer(s).

Use Internal

Substances Packaging Dangerous goods classifications Waste code Agents Work areas

How are the specification database and logistics processes integrated?

Only

4.

A B C D E F

Partner

□ □ □ □ □ □


□ □ □

2005/Q2

A B C

By materials By specifications By assigning a material to a specification


SAP

3.

A B

Use

□ □

Internal

□ □ □ □ □ □

287

Test Your Knowledge

5.

SAPPLM

At which points in the logistics process can a dangerous goods check be run? Choose the correct answer(s).

6.

A B C D E F

In a customer inquiry In a sales order In picking In a manufacturing order In delivery In transport

Which function does the specification object, dangerous goods classification, fulfill in dangerous goods management? Choose the correct answer(s).

Partner

7.

A B C

Identical classification Language-dependent labeling Averting danger

What are some of the advantages of integrated industrial hygiene and safety?

Use

□ □ □

Internal

Only

□ □ □ □ □ □

SAP

B

□

C

□ □

D E

8.

288

How is mySAP PLM Asset Life-Cycle Management integrated with mySAP PLM EH&S Industrial Hygiene and Safety?


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Internal

□

Joint access to existing data from human resources, materials management, and plant maintenance Inspection of data relating to occupational health from industrial hygiene and safety Automatic update of standard operating procedures after changes to hazardous substance data Automatic tracking of safety measures Transfer of data from the injury/illness log to incident/accident management

Partner

A

SAP

□

Use


SAPPLM

Test Your Knowledge

Answers 1.

Which are the mySAP PLM EH&S functional areas? Answer: A, B, C, D, F

Only

In what way is mySAP PLM EH&S different from other software solutions in the area of EH&S? Answer: A, B Through full data and process integration with mySAP.com solutions. The specification database is used to maintain specifications for the following objects. Answer: A, B, C, D, E

Use

How are the specification database and logistics processes integrated? Answer: C The specification database and logistics processes are integrated by assigning a material to a specification.

5.

At which points in the logistics process can a dangerous goods check be run? Answer: A, B, E, F Dangerous goods checks are possible in a customer inquiry, in a sales order, in a delivery, and in a shipment document. Dangerous goods regulations are not relevant for production or picking.

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4.

Partner

Substances, packaging, dangerous goods classifications, waste codes, and agents are specification categories in the specification database. Work area is not an object in the specification database.

SAP

SAP

3.

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Partner

2.

Internal

Occupational health, waste management, hazardous substance management and product safety, and industrial hygiene and safety are functional areas of mySAP PLM EH&S. Building management is not an EH&S area as such. Only if a building object is linked to a work area, does it become relevant for industrial hygiene and safety.

Test Your Knowledge

6.

SAPPLM

Which function does the specification object, dangerous goods classification, fulfill in dangerous goods management? Answer: A Dangerous goods classification is used for the identical classification of several sales materials belonging to a product or the identical classification of several products.

Only

What are some of the advantages of integrated industrial hygiene and safety? Answer: A, C, D, E

Partner SAP

How is mySAP PLM Asset Life-Cycle Management integrated with mySAP PLM EH&S Industrial Hygiene and Safety?

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Answer: A safety measure can be transferred automatically from industrial hygiene and safety as a maintenance notification to plant maintenance. This is how they are integrated. You can monitor the processing of the maintenance notification; when it is completed, the safety measure is also completed from the point of view of industrial hygiene and safety.

SAP

8.

Use

Data protection laws do not permit the inspection of data relating to occupational health from industrial hygiene and safety. For this reason, industrial hygiene and safety data and occupational health data are kept separate. The advantage lies in the transfer of data that is permitted from the injury/illness log to incident/accident management. The common use of existing data, automatic update of standard operating procedures, and automatic tracking of safety measures are examples of advantages of integrated industrial hygiene and safety.

Internal

7.

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Course Summary

Course Summary You should now be able to: • •

Name and describe the key functional areas of mySAP PLM Outline the key functional areas of mySAP PLM

Related Information The individual units contain references to additional information.

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SAP

SAP Only

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291

Course Summary

SAPPLM

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SAP Only

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292


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Appendix 1

the course description and the course dates.

Partner SAP

Only

Internal

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• •

SAP

For the current curriculum paths for all key functional areas of mySAP PLM, go to: http://www.sap.de/kundenschulung. Select User Education and then go to your local SAP Education Web site to find an overview of all cross-industry solutions, including mySAP PLM. Under mySAP Product Lifecycle Management , you will find the courses offered for mySAP Product Lifecycle Management – the overview course, followed by the curriculum paths for each key functional area. From here, you can go to:

Use

Curriculum Paths for the Key Functional Areas of mySAP PLM

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Only

Appendix

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Appendix 1: Appendix

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SAP

SAP Only

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294


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Glossary

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295

SAP


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Internal

client A client usually represents a company in an SAP system. This means that if an SAP system has several clients, then several companies can be represented and simultaneously active in that system. The client has a corresponding key field in the tables of the database for that SAP system. If you are logged on to a specific client, then you can only access data for that client. Clients therefore correspond to independent business entities. command field You can start applications directly by entering the transaction code in the command field. F1 help You can use the F1 key to display an explanation of fields, menus, functions and system messages. The F1 help also displays technical information on the relevant field. F4 help The F4 help displays input help (possible values) for a field that is ready for input. favorite Favorites contain SAP system functions, or links to Internet content or files on the end user's front-end computer. field group A field group comprises a set of related screen elements, for example, all checkboxes in one selection. role A role is a collection of activities that a person performs to participate in one or more business scenarios in an organization. You access the transactions, reports, Web-based applications and other objects contained in roles through user menus. SAP Easy Access SAP Easy Access is the default initial screen in SAP systems. The left side of the screen contains a tree hierarchy of the menus available to you in the SAP system; you can use the right side of the screen to display a graphic, such as your company logo.

Glossary

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Only Partner SAP

SAP Partner

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Internal

SAP Logon When you call up the SAP Logon, it displays a list of SAP systems for which you can start the logon process. This list derives from entries in a file on the front-end computer: saplogon.ini. This file is normally preconfigured centrally and made available to end users. During logon, the SAP Logon program also enables logon load balancing using the resources available for the system selected. SAP Note An SAP Note is text information on a specific topic, problem or system message that you may come across when working in the system. All SAP Notes are stored at SAP in an online database, and customers can call them up from there. An example question could be: “Which versions of Database XY are approved by SAP for use with my SAP system?” SAP system An SAP system is, for example, an SAP R/3 system, an SAP BW system, or an SAP CRM system. SAP systems are the central components of mySAP solutions within the framework of mySAP.com. transaction code A transaction code (also known as a TCode) is a sequence of characters that identifies a transaction in the SAP system. A transaction code may contain up to 20 characters and must always begin with a letter. Permitted characters are letters from A to Z, numbers from 0 to 9, and the underscore. To call a transaction, enter the transaction code in the command field and press Enter. user master record The user master record contains the definition of a particular user in the client. Some examples of fields are first name, last name, initial password, telephone number, and so on. The user master record is used to build up a user context (see entry for user context) when the user logs on to the system.

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Index Only

A

Partner

B

SAP Use Internal

2005/Q2

D Defaults/Own data, 24 Defect data record, 207 Document, 111, 116 Document info record, 85, 96 Document Management, 83, 85, 194

E Engineering change management, 96 Engineering Change Management, 93, 194 Engineering change order, 95


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C-Folder, 111 C-Projects, 109 CAD interface, 132 CAD Interface, 87 Calibration inspection, 200 Capacity planning, 59 Catalog, 192 Certificate, 206 Certificates, 216 Change master record, 95 Change number, 94 Characteristic, 91, 93 checkboxes, 25

Partner

C

SAP

Baseline, 96 Batch status, 208 BEx, 20 Bill of material, 89, 93, 95–96 Bill of material transfer, 65 Billing, 165 Business Workflow, 196, 209

Use

Action limit, 211 Activity, 56 application help, 40 application toolbar, 25 Appraisal costs, 208 Asset Life-Cycle Management, 121 Available, 166

Claim management, 116 Claim Management, 66 Classification, 91 Classification System, 195 client (in system), 21 Collaboration, 108, 111 Collaborative, 113 command field, 25, 32 Competitive, 113 Complaint against vendor, 209 Completion confirmation, 148 Configuration, 92 Configuration folder, 96 Configuration Management, 96 Control charts, 211 Customer complaint, 214 Customer Interaction Center, 162 Customer repairs order, 166, 217 Customizing, 40

Internal

Numerics/Symbols 8D report, 209

Index

SAPPLM

Engineering change request, 95 Engineering Workbench, 84 Enterprise Portal, 113 External service, 147

F

Only

G

I

K Knowledge Provider, 86

P

L

parameter ID, 39 Performance Assistant, 40 PLM interface, 87 PM task list, 177 Portal, 113 Preventive Maintenance, 175

SAP Use

M Maintenance


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Internal

O

Partner

Network, 56 Notification, 196 Object dependencies, 93 Object link, 85 online documentation, 34 Order completion, 148 Outbound delivery, 214

Life cycle, 96 Life-cycle Collaboration, 108

298

N

SAP

Inspection characteristic, 191, 207 Inspection during production, 210 Inspection lot, 196 Inspection lot data record, 206 Inspection method, 191 Inspection plan, 191, 207 Inspection planning, 194 Inspection report, 192, 208 Inspection skip, 206 inspection specs., 207 Inspection stock, 206 Installation, 128 Internet catalog, 146 Inventory posting, 208

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Partner

GIS interface, 133 Goods issue inspection, 214 Goods receipt inspection, 206

Internal

F1 help, 39 F4 help, 40 favorites list, 30 field group, 32 Functional location, 126 Functional Location, 200

catalog, 142 task list, 176 Maintenance bill of material, 129 maintenance notification, 140 Maintenance Planning, 178 Maintenance planning plant, 123 Maintenance plant, 123 Maintenance strategy, 180 Maintenance work center, 124 Maintenance, breakdown, 140 Maintenance, corrective, 140 refurbishment, 148 request, 143 shutdown planning, 150 Work Clearance Management, 151 Material master record, 89, 96 Material, configurable, 93 menu bar, 25 Milestone, 68 Milestone trend analysis, 68 Modeling, 92 multiple logons, 23

SAPPLM

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Only

Q

Partner SAP Use Internal

Sales order, 161, 214 Sample determination, 192 Sample-drawing, 210

2005/Q2

U URL: SAP Help Portal, 42 Usage Decision, 208 user master record, 22 user menu, 30

V Variant configuration, 92 Vendor Evaluation, 208


299

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S

tab, 25 Task List, 194 Technical delivery terms, 205 Technical Information, 40 Test equipment, 201, 207 title bar, 25 transaction code, 25, 33

Partner

radio buttons, 25 rdisp/max_alt_modes, 22 Recipe, 194 Release key, 95 required entry, 40 Results history, 212 Results recording, 207 Returns and repairs processing, 166 role, 31 Routing, 90, 93

T

SAP

R

Use

QM manual, 195 QM system, 205 Quality certificates, 214 Quality Data Interchange (QDI), 206 Quality Management System, 205 Quality notification, 209 Quality Notifications, 196 Quality policy, 195 Quality Score, 208 Quality scores, 205 Quality Stipulation, 205 Quality-relevant documents, 194

SAP BW, 20 SAP Easy Access, 23 SAP GUI, 20 SAP Library, 34, 41 SAP Logon, 20 SAP menu, 30 SAP Note, 22 Scheduling, 58 search_sap_menu, 33 search_user_menu, 33 Secure storage area, 86 Service contract, 168 Service notification, 161 Service order, 161, 164 session, 22 Settlement, 148 Shutdown Planning, 150 Solution Database, 163 Source Inspection, 206 Specifications, 216 Stability criteria, 211 standard toolbar, 25 statistical process control, 211 status bar, 25 Structure indicator, 126

Internal

Product replication, 97 Product Structure, 195 Product Structure Browser, 84, 88 Progress analysis, 69 Project Builder, 56 Project definition, 55 Project Planning Board, 58 pushbutton, 25

Index

SAPPLM

Vendor homepage, 216

W Warning limit, 211 Work breakdown structures, 55

Work center, 90, 191 Work Clearance Management, 151

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Internal

SAP

SAP Only

Internal

Use

Partner

300


2005/Q2

Feedback Only

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Partner

Internal

SAP AG has made every effort in the preparation of this course to ensure the accuracy and completeness of the materials. If you have any corrections or suggestions for improvement, please record them in the appropriate place in the course evaluation.

SAP

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SAPPLM - MySAP Product Lifecycle Management (MySAP_PLM) Overview

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