Winshuttle for Asset Management

Jennifer Hwang | Winshuttle

Winshuttle User Group Conference | Fort Worth 2014

Introduction

App – Winshuttle

#WUG2014 – Twitter

SSID – Winshuttle Password – wug2014

Winshuttle User Group Conference | Fort Worth 2014

Agenda

• About me

• Asset Management in SAP ERP

• What Winshuttle customers are doing

• Examples and demonstrations

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Winshuttle User Group Conference | Fort Worth 2014

About me

Jennifer HwangSolutions Engineer

• With Winshuttle since 2009

• Previously at SAP in Global Support

• Working with SAP since 2000

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Winshuttle User Group Conference | Fort Worth 2014

What to use Winshuttle for?

Reporting

Asset Master Data

Assets / Subassets

Transfers

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Winshuttle User Group Conference | Fort Worth 2014

Identify relevant assets

Asset History Sheet

Run transaction S_ALR_87011990 to display PPE rollforward report and identify assets to be transferred

Default parameters for the asset history sheet shown here

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Winshuttle User Group Conference | Fort Worth 2014

AHS report improvement

Difficult to read with four stacked title/data rows

Download and reformat is challenging because download lines contain no unique identifiers

Default report output

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Winshuttle User Group Conference | Fort Worth 2014

AHS report improvement (2)

Create a custom sort variant as shown below:

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Winshuttle User Group Conference | Fort Worth 2014

AHS report improvement (3)

Modify report layout (all headers in Line 1)

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Winshuttle User Group Conference | Fort Worth 2014

AHS report improvement (4)

One unique line per asset master record

All traditional aspects of PPE rollforward presented as separate columns

Easy to download

Improved AHS report view after custom sort variant and layout modification:

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Winshuttle User Group Conference | Fort Worth 2014

Use Winshuttle Query

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DEMO

Winshuttle User Group Conference | Fort Worth 2014

What to use Winshuttle for?

Reporting

Asset Master Data

Assets / Subassets

Transfers

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Winshuttle User Group Conference | Fort Worth 2014

Asset Master

Create Asset – AS01

• New or Transfers

Change Asset – AS02

• Deactivate / change certain Books

• Cannot position on Book• 2-step or If on Index

Winshuttle User Group Conference | Fort Worth 2014

AS02 – If on Index (1)

If on Index• Use when SAP does not give you option to select the row you need

• Only available in GUI Scripting recording mode

Winshuttle User Group Conference | Fort Worth 2014

AS02 – If on Index (2)

Enable Identification of Disabled Fields for Index

Select the field for Index

Winshuttle User Group Conference | Fort Worth 2014

AS02 – If on Index (3)

Add the IF on Index statement around the action using the Book value as the Index

Winshuttle User Group Conference | Fort Worth 2014

DEMO

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If on Index

Winshuttle User Group Conference | Fort Worth 2014

What to use Winshuttle for?

Reporting

Asset Master Data

Assets / Subassets

Transfers

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Winshuttle User Group Conference | Fort Worth 2014

Assets / Subassets

AS01 / AS11

• The subassets can have different useful lives defined and can be retired separately. Alternatively, the entire main asset and all sub-numbered assets can be retired together as a whole.

• An asset with a sub-number can be created at any time after the original main asset has been created. The sub-number is assigned by the system as the next sequential number in the range 1 – 9999

E.g. - Pasteurizer and its set of pumps, Car and its wheels, Office and its furniture

Winshuttle User Group Conference | Fort Worth 2014

AS01 -> AS11

Winshuttle User Group Conference | Fort Worth 2014

AS01 -> AS11

Similar assets pop-up – need to skip in script, or use IF condition• Cannot use Validation• Need separate Validation only script if you want to Validate

DEMO

Winshuttle User Group Conference | Fort Worth 2014

What to use Winshuttle for?

Reporting

Asset Master Data

Assets / Subassets

Transfers

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Winshuttle User Group Conference | Fort Worth 2014

Asset Transfers

Example: IT moving out of individual plants and being centralized, assets transferred out of plants and into Corporate IT.

• Retirement as well as a sale from the plant to Corporate • F-92 asset retirement from sale to customer

• Plant to Plant transfer (such as switching production from one plant to another)

• ABT1N for asset transfer

Other considerations:

• Recording intercompany eliminations

• Project systems master data (CJ11)

• Modify WBS status Lock/Teco (CJ02)

• Journal Entry Reclasses (FB50)

Winshuttle User Group Conference | Fort Worth 2014

SAP Asset Transfer ABT1N

1: CC of sender

2-3: Sending asset

4-6: Transaction dates

7: Description for line items

8: CC of receiver

9-10: Receiving asset (cross company)

11-12: Amount to post

ABT1N T-code steps

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Winshuttle User Group Conference | Fort Worth 2014

Validate transfers

Use Asset History Sheet S_ALR_87011990

Or Asset Balances by Cost Center S_ALR_87011966

Verify that all property has been transferred from old C Code to new C Code

Validate transfers Summarize transfers

FB03 Doclist – to identify all financial accounting documents created by transfers

SE16N or Winshuttle Query to pull the financial postings of the doc list from the BSEG table.

Prepare a summary of financial postings

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Winshuttle User Group Conference | Fort Worth 2014

QUERY -> AS01 -> ABT1N

• Figure out which existing assets to transfer• Query

• Create the new assets to transfer those to• AS01

• Do the transfer• ABT1N

Link AS01 and ABT1N if you want

DEMO• Query and AS01

Winshuttle User Group Conference | Fort Worth 2014

Q&A

Questions

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