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PLM100Life-Cycle Data Management:

OverviewmySAP Product Lifecycle Management

Date

Training Center

Instructors

Education Website

Participant HandbookCourse Version: 2005 Q2Course Duration: 3 Day(s)Material Number: 50072713

An SAP course - use it to learn, reference it for work

Contact for Buying SAP Module Materials: [email protected] Visit: www.sapeducation.co.nr

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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 theexpress 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 softwarecomponents of other software vendors.

Trademarks

� Microsoft®, WINDOWS®, NT®, EXCEL®, Word®, PowerPoint® and SQL Server® areregistered trademarks of Microsoft Corporation.

� IBM®, DB2®, OS/2®, DB2/6000®, Parallel Sysplex®, MVS/ESA®, RS/6000®, AIX®, S/390®,AS/400®, OS/390®, and OS/400® are registered trademarks of IBM Corporation.

� ORACLE® is a registered trademark of ORACLE Corporation.� INFORMIX®-OnLine for SAP and INFORMIX® Dynamic ServerTM are registered trademarks

of Informix Software Incorporated.� UNIX®, X/Open®, OSF/1®, and Motif® are registered trademarks of the Open Group.� Citrix®, the Citrix logo, ICA®, Program Neighborhood®, MetaFrame®, WinFrame®,

VideoFrame®, MultiWin® and other Citrix product names referenced herein are trademarks ofCitrix Systems, Inc.

� HTML, DHTML, XML, XHTML are trademarks or registered trademarks of W3C®, World WideWeb Consortium, Massachusetts Institute of Technology.

� JAVA® is a registered trademark of Sun Microsystems, Inc.� JAVASCRIPT® is a registered trademark of Sun Microsystems, Inc., used under license for

technology invented and implemented by Netscape.� SAP, SAP Logo, R/2, RIVA, R/3, SAP ArchiveLink, SAP Business Workflow, WebFlow, SAP

EarlyWatch, BAPI, SAPPHIRE, Management Cockpit, mySAP.com Logo and mySAP.com aretrademarks or registered trademarks of SAP AG in Germany and in several other countries allover the world. All other products mentioned are trademarks or registered trademarks of theirrespective companies.

Disclaimer

THESE MATERIALS ARE PROVIDED BY SAP ON AN "AS IS" BASIS, AND SAP EXPRESSLYDISCLAIMS ANY AND ALL WARRANTIES, EXPRESS OR APPLIED, INCLUDING WITHOUTLIMITATION WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULARPURPOSE, WITH RESPECT TO THESE MATERIALS AND THE SERVICE, INFORMATION, TEXT,GRAPHICS, LINKS, OR ANY OTHER MATERIALS AND PRODUCTS CONTAINED HEREIN. INNO EVENT SHALL SAP BE LIABLE FOR ANY DIRECT, INDIRECT, SPECIAL, INCIDENTAL,CONSEQUENTIAL, OR PUNITIVE DAMAGES OF ANY KIND WHATSOEVER, INCLUDINGWITHOUT LIMITATION LOST REVENUES OR LOST PROFITS, WHICH MAY RESULT FROMTHE USE OF THESE MATERIALS OR INCLUDED SOFTWARE COMPONENTS.


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

Typographic ConventionsAmerican English is the standard used in this handbook. The following typographicconventions are also used.

Type Style Description

Example text Words or characters that appear on the screen. Theseinclude field names, screen titles, pushbuttons as well asmenu names, paths, and options.

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

Example text Emphasized words or phrases in body text, titles ofgraphics, and tables

EXAMPLE TEXT Names of elements in the system. These include reportnames, program names, transaction codes, table names,and individual key words of a programming language,when surrounded by body text, for example SELECTand INCLUDE.

Example text Screen output. This includes file and directory namesand their paths, messages, names of variables andparameters, and passages of the source text of a program.

Example text Exact user entry. These are words and characters thatyou enter in the system exactly as they appear in thedocumentation.

<Example text> Variable user entry. Pointed brackets indicate that youreplace these words and characters with appropriateentries.

2005/Q2 © 2005 SAP AG. All rights reserved. iii


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About This Handbook PLM100

Icons in Body TextThe following icons are used in this handbook.

Icon Meaning

For more information, tips, or background

Note or further explanation of previous point

Exception or caution

Procedures

Indicates that the item is displayed in the instructor�spresentation.

iv © 2005 SAP AG. All rights reserved. 2005/Q2


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ContentsCourse Overview ...... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vii

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

Unit 1: Life-Cycle Data Management Overview...... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1Life-Cycle Data Management Overview ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2

Unit 2: Document Management ..... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11Document Management .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12PLM Interface ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

Unit 3: Product Structures ..... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35Material Master . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36Bill of Material . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54Classes and Characteristics.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71Product Structure Browser .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90

Unit 4: Process Structures ..... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99Routing and Work Center. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .100Engineering Workbench .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .104Variant Configuration ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112

Unit 5: Change and Configuration Management ..... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .129Engineering Change Management .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .130Configuration Management .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .148Replication Management .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .159

Unit 6: Internet Scenarios ..... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .165Document Search .. .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .166Change Notifications ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .168Enterprise Portals.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .171Collaboration Folders .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .175

2005/Q2 © 2005 SAP AG. All rights reserved. v


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Contents PLM100

Appendix 1: SAP Enterprise ..... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .185

Appendix 2: cProjects ..... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .189

Appendix 3: Master Data Management (MDM) Overview .... . . . . . . . . . . . . . . . . . . . .191

Appendix 4: Product Designer ..... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .193

Appendix 5: Recipe Management ..... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .195

Appendix 6: Menu paths ..... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .197

Glossary ..... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .199

Index ..... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .211

vi © 2005 SAP AG. All rights reserved. 2005/Q2


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Course Overview

Target AudienceThis course is intended for the following audiences:

� Administrators� Project team members� Organizers� Key users

Course PrerequisitesRequired Knowledge

� No previous knowledge is required.

Course GoalsThis course will prepare you to:

� Gain knowledge of the scope and handling of life-cycle data management.

Course ObjectivesAfter completing this course, you will be able to:

� Appreciate the scope of life-cycle data management� Make the required decisions regarding implementation

SAP Software Component InformationThe information in this course pertains to the following SAP Software Componentsand releases:

2005/Q2 © 2005 SAP AG. All rights reserved. vii


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Course Overview PLM100

viii © 2005 SAP AG. All rights reserved. 2005/Q2


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Unit 1Life-Cycle Data Management Overview

Unit Overview

Unit ObjectivesAfter completing this unit, you will be able to:

� Give an overview of Life-Cycle Data Management

Unit ContentsLesson: Life-Cycle Data Management Overview .... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2

2005/Q2 © 2005 SAP AG. All rights reserved. 1


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Unit 1: Life-Cycle Data Management Overview PLM100

Lesson: Life-Cycle Data Management Overview

Lesson OverviewThis unit serves as an introduction to life-cycle data management.

Lesson ObjectivesAfter completing this lesson, you will be able to:

� Give an overview of Life-Cycle Data Management

Business ExampleThe Precision Petrol Pump Company consists of a large number of independentbusiness areas worldwide. One area is the production of industrial pumps. In thisbusiness area, the solutions for life-cycle data management is to be introduced for theproduction of industrial pumps.

The pumps are produced in a plant belonging to your company. Product-relevantdata is created in a CAD system by the engineering department and managed withSAP ERP.

As required, data is changed with a time-based reference, and distributed to other SAPERP systems using product data replication.

Figure 1: Product Lifecycle Management

2 © 2005 SAP AG. All rights reserved. 2005/Q2


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PLM100 Lesson: Life-Cycle Data Management Overview

You can manage all product and project data using mySAP Product LifecycleManagement (mySAP PLM). Any user can call this data at any point from the start ofplanning to the discontinuation of the product. Product Lifecycle Management (PLM)can be used in close integration with Customer Relationship Management (CRM) andSupply Chain Management (SCM) solutions.

Product Lifecycle Management is a collection of solutions with which you can createand maintain digital product information throughout the company and for the entireproduct life cycle, and make this information available on the Internet. PLM combinesthe management of product and process data with other applications. A range offunctions from the following applications is available:

Life-Cycle Data ManagementProgram and project managementLife-cycle collaborationEnvironment, health, and safetyAsset lifecycle managementQuality management

Figure 2: Solution Map for Product Lifecycle Management

Components of Life-Cycle Data ManagementIn the engineering environment, original application files tend to be first created witha CAD system. These originals can be transferred to the connected Life-Cycle DataManagement system by using PLM interface integration. In order to then use SAP



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ERP to manage CAD originals, you require document management. This enables thestorage of originals in SAP secure storage areas, or links to other SAP ERP objects.The product structure browser is the central navigation tool for product data. At aglance you can see all product-relevant information, such as material master, billsof material, routings, and documents.

Figure 3: Components of Life-Cycle Data Management

If production-related changes are made to the product, the data must also be changedin the SAP ERP system. This is done with change management. This lets you makechanges dependent on date, serial number, or custom effectivities. The product datacan be recorded in the system with configuration management and transferred toother systems using replication. This allows you to run a separate system for theengineering process, in addition to the production system.

Life-Cycle Data Management also belongs to the mySAP ERP solution.



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PLM100 Lesson: Life-Cycle Data Management Overview

Figure 4: Solution Map for mySAP ERP

You will find Life-Cycle Data Management under Operations: Support.



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Lesson Summary

You should now be able to:� Give an overview of Life-Cycle Data Management



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PLM100 Unit Summary

Unit SummaryYou should now be able to:� Give an overview of Life-Cycle Data Management



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Unit Summary PLM100



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PLM100 Test Your Knowledge

Test Your Knowledge

1. Does document management belong to LDM?Determine whether this statement is true or false.□ True□ False



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Test Your Knowledge PLM100

Answers

1. Does document management belong to LDM?

Answer: True

Main component



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Unit 2Document Management

Unit OverviewWith document management, you can use document info records to manage externalfiles.

External CAD files can be linked to document info records by using the PLM interface.


� Use document management� Select the correct PLM interface for external SAP systems

Unit ContentsLesson: Document Management ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Exercise 1: Document Management... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19Lesson: PLM Interface .. .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29



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Unit 2: Document Management PLM100

Lesson: Document Management

Lesson OverviewThis lesson gives you an overview of document management. This includes thecreation of document info records, the assignment to other ERP objects, and thehandling of original application files. These files (originals) are linked to thedocument info record and checked in to the SAP secure storage areas. They areavailable for display or editing.


� Use document management

Business ExampleA new pump is to be constructed in your company. Product planning is carried out bythe engineering department. This department works with third-party CAD systemsand SAP document management.

Figure 5: Document Management



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PLM100 Lesson: Document Management

SAP ERP document management enables the integration of external files in SAP ERPsystems. You can choose the format of the external files. As a necessary SAP ERPobject, you use a document info record, which controls the processing flow for theoriginals in the SAP ERP system. The document info record can be linked to otherSAP ERP objects, in order to make the original information available to these otherSAP ERP objects. The originals can be stored in different secure storage areas, anddisplayed and processed directly from the document info record. Access is controlledusing the authorization concept of the SAP ERP system.

A document is an information carrier with specific information on it that is determinedfor either the user or the exchange of information between systems (DIN definition).The document is made up of a document info record and the originals that belong toit. The originals may be stored in files or printed out.

Figure 6: Document Info Record

Document info records allow you to manage original application files and control theprocessing flow. You can link a document info record to other SAP ERP objects,such as materials or equipment. The document info record supports versioning andclassification.

A document info record has a special key. The document number can only ever beused together with a document type. The document type is the central element of thedocument key. A document part can be used to divide up original information. Theversion allows a user to make different changes states in the course of processingvisible, by using different versions in the document.



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The �real� information is contained in the assigned originals. These originals can alsobe stored in a secure storage area if required, and displayed or edited directly whenprocessing the document info record. You can use the ECL viewer, or MicrosoftOffice integration, to do this.

Third-party CAD systems are connected to SAP ERP by using the PLM interface, andthird-party archiving systems are connected by using the ArchiveLink interface.

SAP Easy document management is an interface that gives the end user an easy wayto handle document management. This is a tool for creating and changing documentswithout specialist knowledge and without an SAP GUI.

Figure 7: Basic Data Screen of the Document Info Record

The document info record features simple and clear navigation, with the mostimportant functions available at the touch of a button, or by choosing a tab page.

Status management and the status network help the user with the release of documents.The user can run checks in the document info record before the document is releasedfor subsequent production.

Any number of originals can be linked to the document info record, and then displayedor changed by navigating with pushbuttons. The display of originals can be integratedin the document info record, or run in a separate application.



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Figure 8: Object Links for a Document

If you wish to make information in the form of originals available to other SAP ERPobjects, then object links are created between the document info records and theseobjects. For example, you can link specifications, documentation, or images to adocument info record, and use an object link to make them available to a materialmaster.

The originals can be displayed on the object side of the link, without having to displaythe document info record.

Objects links can be created from the object side as well as from the document side.



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Figure 9: Storage Areas for Originals

You can link original application files to a document info record. The originals arelocated on either a data server or a local computer (front-end). After processing, theoriginal are checked in to a secure storage area. This is referred to as the check-inprocess. Here they are controlled by the SAP system, and you can only use them againif you have the correct authorization. This protects the originals against unauthorizeduse.

Check-in is controlled by the Knowledge Provider (KPro). KPro is part of SAP WebApplication Server. You can connect HTTP content servers or SAP databases to theKPro. In the standard SAP delivery, you can install the SAP HTTP content server.



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Figure 10: Displaying and Editing Original Application Files

You can display originals integrated in the document info record with the ECL viewer,so that you do not need to start a separate application. The ECL viewer can displaya range of 2D and 3D originals, and is provided with redlining and measurementinformation. This information is stored in additional files, so that the original staysunchanged.

You use Office integration to display or edit Microsoft Office files within thedocument info record. You stay in a familiar work environment, and do not need toleave the document info record to display or edit the original.

Copying an original from the secure storage area to the working area is known ascheck-out.



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Exercise 1: Document Management

Exercise ObjectivesAfter completing this exercise, you will be able to:� Create/change/display a document info record� Display and edit original application files, and save them to a secure storage area� Link a document info record to a material master

Business ExampleYou want to manage your third-party original application files centrally with the SAPERP system. You use document management for this purpose.

Caution: All exercise objects are shown with ##. Replace this with yourgroup number:

## = Group number = 01-30

Caution: If the system asks you for a front-end type, select front-end type PC.

Task 1:In this task you process multiple original application files. You can either createa completely new original application file, or you can use an available documentinfo record and its originals as a template.

1. Create a document info record with the following data:

Document: T-F6##Document Type: DRMDocument part 000Document version: 00

Template:Document: T-D01Document part: 000Document version: 00

Continued on next page



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On the tab page for document data, enter the following:

� Description: Pump T-F6##

� Lab/Office: KB1

Caution: When you save the document info record or confirm an entryby using the enter key, a dialog box asks for a log field entry. The logfield is maintained depending on the status.

Enter the following in the log field for status Work Request:

Create document

Save your document info record.

Task 2:The original application files of the newly created document info record are checkedand changed.

1. After creating the document info record and making the first entries, displayyour original application files, and determine whether changes to the originalapplication files are necessary. (If this PLM100 class is being delivered in aCitrix environment, the default display drive for storing the temporary filesshould be changed to a public available drive such as driven N: for data carrierPC. This changing of the temporary file loation is done by the instructor inconfiguration.).

To do this display the following document info record and its original applicationfiles:

Document: T-F6##Document Type: DRMDocument part: 000Document version: 00

Display all original application files.

Leave the document info record again.




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2. When you displayed the original application file, you noticed that a few changesare required. Change the following document info record. (If this PLM100class is being delivered in a Citrix environment, the drive for storing the fileswhen checking-out should be changed by the students to a public available drivesuch as driven N: for data carrier PC):


As preparation, change to status In work. Enter the following in the log field:

Process Original

Then you want to process the original:

� Process the bitmap original by selecting the bitmap and choosing the�Change Original� pushbutton.

� The original application file is checked out, and a storage location on thelocal hard disk is suggested; confirm the suggestion. The application usedto process the original is started automatically.

� Make a visible change to the bitmap and save the changed bitmap on yourlocal hard drive. Do not change the original application file name.

Leave the application.

3. The original application file is then checked in to a secure storage area. Changeyour document info record:


Select the checked-out original, and choose the Check In Orig. pushbutton.The original application file is checked in to the secure storage area using theKnowledge Provider (KPro).




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Task 3:Once you have edited and checked in the original application file, you want to makethis information available to other departments, too. To do this, you link a documentinfo record to a material master record

1. Change your document info record:


Create an object link to the following material master record:

T-F1##




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Solution 1: Document ManagementTask 1:In this task you process multiple original application files. You can either createa completely new original application file, or you can use an available documentinfo record and its originals as a template.

1. Create a document info record with the following data:

Document: T-F6##Document Type: DRMDocument part 000Document version: 00

Template:Document: T-D01Document part: 000Document version: 00

On the tab page for document data, enter the following:

� Description: Pump T-F6##

� Lab/Office: KB1

Caution: When you save the document info record or confirm an entryby using the enter key, a dialog box asks for a log field entry. The logfield is maintained depending on the status.

Enter the following in the log field for status Work Request:

Create document




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a) Create a document info record with the following data:

Document→ Create→

Use the data in the exercise.

You can start the transactions either by using the relevant menu entry orby working with the pushbuttons on the initial screen. This allows youto navigate more quickly.

Note the following information on the status:

Hint: When you save the document info record or confirm anentry by using the enter key, you see a prompt for a log field entry.The log field is dependent on status, and serves as a descriptionexplaining why you changed the status. You can define this as arequired field in Customizing, so that the user has to make an entryin this field before saving the document info record.


Task 2:The original application files of the newly created document info record are checkedand changed.

1. After creating the document info record and making the first entries, displayyour original application files, and determine whether changes to the originalapplication files are necessary. (If this PLM100 class is being delivered in aCitrix environment, the default display drive for storing the temporary filesshould be changed to a public available drive such as driven N: for data carrierPC. This changing of the temporary file loation is done by the instructor inconfiguration.).

To do this display the following document info record and its original applicationfiles:





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Display all original application files.


a) Display the document info record and its original application files:

Document→ Display→


Display all original application files. By double-clicking or choosingthe Display icon, you can display the original. You can also display theoriginal by using the secondary mouse button and selecting the relevantentry from the menu.


2. When you displayed the original application file, you noticed that a few changesare required. Change the following document info record. (If this PLM100class is being delivered in a Citrix environment, the drive for storing the fileswhen checking-out should be changed by the students to a public available drivesuch as driven N: for data carrier PC):


As preparation, change to status In work. Enter the following in the log field:

Process Original

Then you want to process the original:

� Process the bitmap original by selecting the bitmap and choosing the�Change Original� pushbutton.

� The original application file is checked out, and a storage location on thelocal hard disk is suggested; confirm the suggestion. The application usedto process the original is started automatically.

� Make a visible change to the bitmap and save the changed bitmap on yourlocal hard drive. Do not change the original application file name.




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a) Change the following document info record and process the originalapplication file:

Document→ Change→



3. The original application file is then checked in to a secure storage area. Changeyour document info record:


Select the checked-out original, and choose the Check In Orig. pushbutton.The original application file is checked in to the secure storage area using theKnowledge Provider (KPro).


a) The original application file is checked back in to the secure storage area.Change your document info record:

Document→ Change



Task 3:Once you have edited and checked in the original application file, you want to makethis information available to other departments, too. To do this, you link a documentinfo record to a material master record

1. Change your document info record:




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Create an object link to the following material master record:

T-F1##


a) Change your document info record:

Document→ Change→


To create an object link to a material master, select the objects links tabpage, and enter the material number on the material master tab page.




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Lesson Summary

You should now be able to:� Use document management



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PLM100 Lesson: PLM Interface

Lesson: PLM Interface

Lesson OverviewOverview of the PLM interface


� Select the correct PLM interface for external SAP systems

Business ExampleA new pump is to be constructed in your company. Product planning is carried out bythe engineering department. This department works with third-party CAD systemsand SAP document management. Data transfer between the systems is to use the PLMinterface. CAD desktop may be used if required.

Figure 11: PLM Interface: Possible Applications

You can connect the most diverse third-party systems to SAP ERP by using thePLM interface. This enables data transfer between the third-party systems and theSAP ERP system.



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Most systems that are to be connected are CAD systems, which run data transfer usingthe CAD interface, a subgroup of the PLM interface.

Figure 12: PLM Interface: Features

The PLM interface is used for bidirectional data exchange between a third-partysystem and the SAP ERP system. This means that data from the CAD system can betransferred to SAP ERP, and also that you can search for information in SAP ERP andtransfer it to the CAD system.

You can transfer data with or without a GUI. If the end user works without a GUI,the user can continue working in a familiar environment. The user enters all thedata in dialog templates that transfer the data to SAP ERP. The SAP ERP system isinvisible to the end-user and functions purely as a database server. If the end userworks with a GUI, SAP ERP does not work in the background as a database server,but is visible to the end user as a separate application. The end user starts the requiredtransaction from the CAD environment, is connected to SAP ERP, and performs thetransaction in SAP ERP.

The PLM interface is based on the standard SAP RFC library or other officialtechnologies, such as the SAP Java Connector.



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Figure 13: CAD Desktop

The CAD desktop serves as a user interface for a CAD integration, which allows youto process links between documents in either the CAD system or the SAP ERP.

The CAD desktop lets you manage all engineering data of the CAD system:

� Access to CAD data can use version management and status management.Several users can process the data at the same time.

� Inconsistent data is avoided by the check-in mechanisms.

Figure 14: Complementary Software Partners



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The third-party CAD application is connected to an application-specificComplementary Software Partner (CSP) program, which is connected to the PLMinterface. There is no one all-encompassing interface, but rather one individuallyconfigurable interface, tailored for each CAD system.

Complementary Software Partners develop these application-specific programs,which implement data transfer between SAP ERP and the CAD application, and alsoact as consultants in this field.

You can find an up-to-date and complete list of all Complementary Software Partnerson the SAP homepage.



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Lesson Summary

You should now be able to:� Select the correct PLM interface for external SAP systems



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Unit Summary PLM100

Unit SummaryYou should now be able to:� Use document management� Select the correct PLM interface for external SAP systems



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Unit 3Product Structures

Unit OverviewA material master with its engineering view is created, which is used as the headermaterial of a new bill of material (BOM). This engineering BOM is copied to aproduction BOM.

Then the documents and material masters are classified.

The product information is displayed in the product structure browser.


� Create a material master from an engineering point of view� Define a material BOM� Classify the master data for the engineering process� Use the product structure browser as a central information tool

Unit ContentsLesson: Material Master .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36

Exercise 2: Material Master . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43Lesson: Bill of Material . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54

Exercise 3: Bill of Material. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63Lesson: Classes and Characteristics .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71

Exercise 4: Classes and Characteristics .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79Lesson: Product Structure Browser ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90

Exercise 5: Product Structure Browser ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93



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Unit 3: Product Structures PLM100

Lesson: Material Master

Lesson OverviewOverview of data manipulation in the material master


� Create a material master from an engineering point of view

Business ExampleA pump is to be built in your company. You create several material master records forthis purpose, which you will use in a bill of material later.

Since you belong to the engineering department, you create the data that you know inthe material master. This includes engineering data and documents.

If you know the plant in which production will take place, you also define theappropriate views.

Figure 15: Material Master Record

The material master contains information on the materials that a company designs,purchases, manufactures, stores, and sells. You create a record in the material masterfor each material in your company. Each material master record has a unique materialnumber, a material type, and an industry sector to identify it.



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PLM100 Lesson: Material Master

General engineering data that is valid for the entire enterprise is stored at the clientlevel. Examples of this data are the base unit of measure, material descriptions, basicmaterial, or general technical data. Data for a plant is stored at plant level. Thisincludes, for example, MRP data and forecast data. At storage location level, youstore all the data that is valid for one storage location.

The material can be a finished product (product or article), a semifinished product(subassembly), a raw material (purchased part), or something else.

Figure 16: Material Master Views

Different departments or competence groups in an enterprise work with the samematerial. However, as each department wants to store different information in thematerial master, the information is subdivided in different views.. Each departmenthas its own view of a material master record, and is responsible for the correctness ofthis data.

The engineering department is normally responsible for basic data and classification.However, it all depends on how your company is organized. The engineeringdepartment may also be responsible for data on work scheduling and MRP.



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Figure 17: Basic Data Screen for Material Master Records

The material master record is split into a main working area and an additional dataarea. The data in the main working area includes data of the individual departments,such as material requirements planning (MRP), costing, or purchasing. Universallyvalid data is stored in the basic data view, which includes data for dimensions,descriptions, or base units of measure.

Data that is valid enterprisewide is stored at the additional data level, so that it isavailable in all views. Examples of this are document data or units of measure..



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Figure 18: Material Status

The material status enables the targeted control of the use of a material indownstream logistics applications. The material status determines whether a materialis locked for specific business transactions or whether it can be used with a warningmessage. In this way, materials can be allowed for use as a BOM header material, andprohibited for use as an item material.

A cross-plant material status can be defined at the basic data level, and a plant-specificstatus can be defined at the work scheduling level. A cross-plant status is valid acrossthe entire company for all plants, while the plant-specific status is only valid for theuse of the material in one particular plant.

Statuses are hierarchical. The error message overrides the warning message and thewarning message overrides �No Message�.



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Figure 19: Material Status: Client <-> Plant

If you set a material status that prohibits BOM maintenance at client level, no materialBOM can be created, regardless of the plant-specific material status.

If you set a material status with a warning message at client level, and a status withan warning message for a specific plant at plant level, the material can be used in allplants with a warning message.

If you set a material status with a warning message at client level, and a status with anerror message for a specific plant at plant level, the material cannot be used in thisplant, but can be used in all other plants with a warning message. Only in the onespecific plant does the processor receive an error message.

If you set a material status with a warning message at client level, and no status fora specific plant at plant level, the material can be used in all plants with a warningmessage.

If you set no material status at client level, the statuses at plant level always apply.



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Figure 20: Customized Material Masters

In Customizing for the material master recod, you can make user-specific settings formaterial master maintenance. First, you can change the sequence of the individualviews and save your own screen sequence.

Within each view, you can put subscreens together and change them. You can useeither standard subscreens or customer-specific subscreens.

Within each subscreen, you can also change individual fields.

Then you can save the user-specific settings, and even make them dependent on thematerial type, for example.



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Exercise 2: Material Master

Exercise ObjectivesAfter completing this exercise, you will be able to:� Create material masters with internal/external numbers

Business ExampleYou want to design a new pump. To do this you create material masters, and usethem in an engineering BOM.

Task 1:You want to create your first product data. You start with the material master record.These objects are used to create a material BOM later on.

1. Create a finished product in plant 1000 with the following data:

Material: T-F6##Industry Sector: Mechanical EngineeringMaterial Type: Finished product

Confirm your entries. In the next step you see a new dialog box where youselect the material master views:

Views: Basic Data 1 + 2ClassificationWork Scheduling

Create Work Scheduling for plant 1000.

Hint: You can save your selection of views, organizational levels, andplant for the work scheduling view, as defaults. This makes your workeasier when you create multiple material master records with the samematerial type and views.




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Basic Data 1 view:

Material description: Pump T-F6##Base Unit of Measure: PCLab/Office: KB1

Classification view:

Class Type: 001Class: Leave blank

Select class type 001 in the dialog box for classification that appears. Do notmake any entries on the following detail screen, because classification willbe done later on.

The view for work scheduling can be accessed from the classification view bychoosing this pushbutton: �Next screen�.

Work scheduling view:

Production storage location: 0002

Save your material master record.

2. Create a raw material with internal number assignment:

Material: Internal number assignment (leavethis field blank)

Industry Sector: Mechanical EngineeringMaterial Type: Raw material

Views: Basic Data 1 + 2Classification

General Plant Data / Storage 1




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The General Plant Data / Storage 1 is created for plant 1000 and storagelocation 0001.

Basic data 1:

Material description: Screw for Pump T-F6##Base Unit of Measure: PCLab/Office: KB1

Hint: You only need to select the views for classification and storage.Do not enter any data.


Class type: 001Do not make any entries

General Plant Data / Storage 1 view:

Do not make any entries


Make a note of the material number: _________________

Task 2:Change your material master records:

1. Change your material master T-F6##. Enter a basic data text and a cross-plantmaterial status that allows use in bills of material with a warning message:

Material: T-F6##

Basic data 1:




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X-Plant matl status: PIBasic data text: <Your choice>

Hint: If you want to create a basic data text, choose the pushbuttonon the basic data tab page.


2. Change the material master that you created with an internal number. In theBasic data 2 view, enter a basic material.

Material: Internal Number

Basic data 2:

Basic Material: Metal


Task 3:Finally, link your material master record to a document info record.

1. Change material master record T-F6##, and enter the following document inforecord in the additional data:

Document type: DRMDocument: T-F6##Document part: 000Vs (Version): 00

Display the original application files of the document info record withoutleaving the object link.




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Solution 2: Material MasterTask 1:You want to create your first product data. You start with the material master record.These objects are used to create a material BOM later on.

1. Create a finished product in plant 1000 with the following data:

Material: T-F6##Industry Sector: Mechanical EngineeringMaterial Type: Finished product

Confirm your entries. In the next step you see a new dialog box where youselect the material master views:

Views: Basic Data 1 + 2ClassificationWork Scheduling

Create Work Scheduling for plant 1000.

Hint: You can save your selection of views, organizational levels, andplant for the work scheduling view, as defaults. This makes your workeasier when you create multiple material master records with the samematerial type and views.

Basic Data 1 view:

Material description: Pump T-F6##Base Unit of Measure: PCLab/Office: KB1




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Class Type: 001Class: Leave blank

Select class type 001 in the dialog box for classification that appears. Do notmake any entries on the following detail screen, because classification willbe done later on.

The view for work scheduling can be accessed from the classification view bychoosing this pushbutton: �Next screen�.

Work scheduling view:

Production storage location: 0002


a) Create a finished product in plant 1000 with the following data:

Material→ Create (General)→ Immediately


Enter the data required in the relevant views. Please note that you leavethe standard material master view when you choose the Classificationview, so no tab page is displayed.

The Work Scheduling view is a plant-specific view. You therefore require aplant here. This is needed later when the material is used in a plant-specificbill of material (BOM).


2. Create a raw material with internal number assignment:






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General Plant Data / Storage 1

The General Plant Data / Storage 1 is created for plant 1000 and storagelocation 0001.

Basic data 1:

Material description: Screw for Pump T-F6##Base Unit of Measure: PCLab/Office: KB1

Hint: You only need to select the views for classification and storage.Do not enter any data.


Class type: 001Do not make any entries

General Plant Data / Storage 1 view:

Do not make any entries





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a) Create a raw material with internal number assignment:



Hint: Do not make any entry in the material number field whencreating a material master with internal number assignment. Thesystem selects an available material number from the designatednumber range.

This number is assigned as soon as you create the material.



Task 2:Change your material master records:

1. Change your material master T-F6##. Enter a basic data text and a cross-plantmaterial status that allows use in bills of material with a warning message:

Material: T-F6##

Basic data 1:

X-Plant matl status: PIBasic data text: <Your choice>

Hint: If you want to create a basic data text, choose the pushbuttonon the basic data tab page.




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a) Change your material master T-F6##.


Material→ Change→ Immediately

Hint: If you want to create a basic data text, choose the pushbuttonon the basic data tab page. However, the basic data text belongs tothe additional data, so you automatically leave the main workinglevel. Once you have entered your text, you choose the �Maindata� pushbutton to go back to the main working level.


2. Change the material master that you created with an internal number. In theBasic data 2 view, enter a basic material.

Material: Internal Number

Basic data 2:

Basic Material: Metal


a) Change the material master that you created with an internal number.




Task 3:Finally, link your material master record to a document info record.

1. Change material master record T-F6##, and enter the following document inforecord in the additional data:




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Document type: DRMDocument: T-F6##Document part: 000Vs (Version): 00

Display the original application files of the document info record withoutleaving the object link.


a) Change material master record T-F6##, and enter the following in theadditional data:



Select the Basic data 1 view and enter the additional data.

Hint: To display the original application files, choose thespectacles icon. Another dialog box appears where you can selectthe various original application files.




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Lesson Summary

You should now be able to:� Create a material master from an engineering point of view



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Lesson: Bill of Material

Lesson OverviewOverview of bills of material


� Define a material BOM

Business ExampleA pump is to be built in your company. You create several material master records forthis purpose, and use them in a bill of material.

From the engineering point of view, you first create a group BOM as an engineeringBOM. This engineering BOM is then converted to a plant-specific production BOM.

Figure 21: Bill of Material



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PLM100 Lesson: Bill of Material

Bills of material contain essential basic data, or master data, for integrated materialsmanagement and shop floor control. The bill of material (BOM) describes whichcomponents are needed for the construction of an assembly. A BOM in SAP ERP isalways single-level. Only if additional BOMs are created for its components does aBOM become multilevel.

BOMs are used in their various forms wherever finished products or semifinishedproducts are assembled from a number of components or substances. Accordingto the industry sector where they are used, they are also known as recipes or listsof ingredients.

Material BOMs usually show the structure of products that are manufactured in acompany.

Product descriptions can consist of programs, technical drawings, documents, orphotographs. The related document info records are collected in document structures.

Equipment BOMs are used to describe engineering structures for equipment, or toassign spare parts for plant maintenance to equipment.

BOMs for functional locations group together the elements of a technical structure,such as the functional unit of a plant.

Figure 22: BOM Usage



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An engineering BOM contains all the components of a product from an engineeringviewpoint, and contains all the technical data.

A production BOM is created from the production point of view. For example,process-oriented data is required for assembly.

A costing BOM is the basis for automatic determination of material costs for a product.

You can also define one BOM for all application areas, using item statuses to defineany differences between the different applications.

Figure 23: BOM for a Pump

The BOM for the pump lists the parts from which the pump is assembled. Theseindividual components are stored in the BOM items, and identified by their materialnumber.

If the components consist of additional components, then separate BOMs are createdfor them. The component then has an assembly indicator.

If you need to install partial quantities of an item at different points, then items can bedivided into subitems. Subitems have no functional character.



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Figure 24: BOM Structure

The wide range of BOM data that you need to enter is managed in a structured way.Here we differentiate between data that is valid for the whole BOM and data thatis valid for a single BOM item.

Data for the entire BOM is stored in the BOM header. This can be the BOM status,the BOM text, or general administrative data.

The general data for the BOM item is recorded on the item detail screen. This can begeneral administrative data, or the item status for controlling the use of the individualitems.



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Figure 25: BOM Status and Item Status

The BOM status controls the entire BOM in the various downstream application areas.The status allows or forbids the use of the BOM in, for example, MRP.

The item status controls the use of the individual BOM items, at item level within theBOM. For example, one item may be relevant to engineering whereas another isrelevant to engineering and production.



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Figure 26: BOM Item Categories

When you enter new BOM items, you must assign an item category to each item. Theitem category defines the properties and functions of an item. It defines which itemdata is processed and controls subsequent system activities.

The item category answers the following questions:

� Is a material number required?� Is quantity-based inventory management supported for the item?� Can there be negative quantities of the item?� Are subitems supported?� Which screens are selected and which fields appear on the item detail screens?

Once you have entered an item, you cannot change the item category. If you make amistake, you have to delete the item and enter a new one.

For example, if you want to enter a document in a BOM, you select item category D.You enter a document info record that was created in document management. Theoriginal application files can be displayed directly from the BOM.



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Figure 27: Group BOM and Plant-Specific BOM

You can create a BOM without reference to a plant in the form of a group BOM. Thisis always useful when an engineer works with a BOM during the engineering phase,but does not know yet which plant it will be used in. The group BOM can later beconverted to a production-relevant, plant-specific BOM. To do this, you use either aplant assignment or a BOM copy.

For a plant assignment, a plant is added to the group BOM. However, it is still thesame BOM, with one internal BOM number. When a group BOM is changed you seethe changes in the plant BOM.

A BOM copy is a second, separate BOM with a different internal BOM number. Thegroup BOM only serves as a copy template.

You can select any direction for both plant assignments and copies.



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Figure 28: BOM Reporting Functions

In a BOM explosion, the components of a BOM are exploded either on a single level,or on multiple levels. An explosion gives you a useful overview of the componentsand materials required.

The where-used list displays where a material is used, and in which quantity. This isuseful for determining the requirements for a particular material.

The BOM comparison is useful if several BOMs are created for one material, anddifferent usages or change statuses are to be determined.

The material BOM browser allows you to display the BOM as a tree structure withdetail.



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Exercise 3: Bill of Material

Exercise ObjectivesAfter completing this exercise, you will be able to:� Create and copy a bill of material.

Business ExampleYou want to design a new pump. To do this you create material masters, and use themin an engineering BOM. A document is included in the BOM to document the pump.Then the group BOM is copied to a production-relevant BOM.

Task 1:Now that you have created the first materials you need, you can use them in bills ofmaterial.

1. Create a material BOM for material T-F6## for your group with the followingdata:

Material: T-F6##Plant: (Group) Leave blankUsage: (2) Engineering/designValid From: Today�s date

Hint: Leave the plant field blank if you are creating a group BOM.




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Material items screen:Item ICt Component Component

descriptionQuan-tity

Un

10 L 100-100 Casing 1 PC20 L 100-200 Fly wheel 1 PC30 L 100-300 Hollow shaft 1 PC40 L �Internal� Screw 3 PC

Hint: You created the screw with an internal number in the exercisefor material masters.

Stay in the bill of material.

2. To link a document, choose the Document tab page and enter the followingfor item 50:

Item category: D

Document: T-F6##

Document type: DRM

Document part: 000

Vs (Version): 00

Display the original application file for your document without leaving the BOM.

3. Go to the Further data tab page in the BOM header and answer the followingquestions:

What is in the Lab/Office field? _______________________

Why? _______________________

Save your BOM.

Task 2:You want to create a plant BOM for your group BOM. The plant BOM contains all ofthe same components as the group BOM.

1. The group BOM is copied to a plant-specific BOM. Additionally, you want toadd another material that only exists in the plant-specific BOM.




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Create the following bill of material:

Material: T-F6##Plant: 1000Usage: (1) ProductionValid From: Today�s date

Hint: Before you confirm these entries and go to the item overviewscreen, use the group BOM as a template. To do this, choose the Copyfrom pushbutton, and enter the group BOM as a template.

Copy From:Material: T-F6##Plant: Group

Usage: (2) Engineering/design

Caution: Change the usage.

After choosing enter, you see your group BOM. Select all the items and choosethe Copy pushbutton. Now you are in the plant-specific BOM. Add an additionalmaterial:

Item 60: Five support bases 100-600 as a stock item.

Save your BOM.



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Solution 3: Bill of MaterialTask 1:Now that you have created the first materials you need, you can use them in bills ofmaterial.

1. Create a material BOM for material T-F6## for your group with the followingdata:

Material: T-F6##Plant: (Group) Leave blankUsage: (2) Engineering/designValid From: Today�s date

Hint: Leave the plant field blank if you are creating a group BOM.

Material items screen:Item ICt Component Component

descriptionQuan-tity

Un

10 L 100-100 Casing 1 PC20 L 100-200 Fly wheel 1 PC30 L 100-300 Hollow shaft 1 PC40 L �Internal� Screw 3 PC

Hint: You created the screw with an internal number in the exercisefor material masters.




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a) Create a material BOM for material T-F6## for your group with thefollowing data:

Bill of material→ Create material BOM


Hint: Leave the plant field blank if you are creating a groupBOM. After choosing enter, you will see a warning message thatthe material has the status Released for pilot phase. You enteredthis status in the last unit. It does not, however, have any furthermeaning.

Create the data of the material BOM. To do this, enter the material masterswith external and internal material numbers in the BOM.


2. To link a document, choose the Document tab page and enter the followingfor item 50:

Item category: D

Document: T-F6##

Document type: DRM

Document part: 000

Vs (Version): 00

Display the original application file for your document without leaving the BOM.

a) Link to the document. Follow the description in the exercise.

Display the original.

Environment→ Display original

3. Go to the Further data tab page in the BOM header and answer the followingquestions:

What is in the Lab/Office field? _______________________

Why? _______________________




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Save your BOM.

a) On the Further data tab page of the BOM header, you will see the data ofthe Lab/Office.

What is in the Lab/Office field? KB1

Why? This value comes from the material master record

Save your BOM.

Task 2:You want to create a plant BOM for your group BOM. The plant BOM contains all ofthe same components as the group BOM.

1. The group BOM is copied to a plant-specific BOM. Additionally, you want toadd another material that only exists in the plant-specific BOM.

Create the following bill of material:

Material: T-F6##Plant: 1000Usage: (1) ProductionValid From: Today�s date

Hint: Before you confirm these entries and go to the item overviewscreen, use the group BOM as a template. To do this, choose the Copyfrom pushbutton, and enter the group BOM as a template.

Copy From:Material: T-F6##Plant: Group

Usage: (2) Engineering/design

Caution: Change the usage.




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After choosing enter, you see your group BOM. Select all the items and choosethe Copy pushbutton. Now you are in the plant-specific BOM. Add an additionalmaterial:

Item 60: Five support bases 100-600 as a stock item.

Save your BOM.

a) The group BOM is copied to a plant-specific BOM.

Bill of material→ Material BOM→ Create

Use the data in the exercise and follow the instructions.

Caution: Make sure you enter the correct usage.

Save your BOM.



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Lesson Summary

You should now be able to:� Define a material BOM



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PLM100 Lesson: Classes and Characteristics

Lesson: Classes and Characteristics

Lesson OverviewOverview of classes and characteristics


� Classify the master data for the engineering process

Business ExampleA pump is to be built in your company. You create several material master records,use them in the bill of material, then classify them.

Since you have created materials that cannot be classified in the existing classes, youdecide to create a new class and characteristics.

Figure 29: Classification



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Classification within SAP ERP supports the end user when searching for SAP ERPobjects.. There is less emphasis on entering an exact object number, and more onentering object attributes and values. For example, you can search for a pumpaccording to the lift or power of the pump. You find objects that correspond exactly toyour search criteria, or are similar to your search criteria, within limits that you define.

Figure 30: Finding a Material

You require a material master as a new component for the BOM. Since materialsare classified in your company, you first search for the relevant classes, in whichmaterials are classified.

You select a relevant class and display the characteristics of the class. Values areassigned to the characteristics, and the search is started.

You receive a list of materials that have the characteristic values you entered asselection criteria.

Finally, a material is copied to the BOM.



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Figure 31: Classification System Functions

Classification functionality can only be used after some preparatory work. The personresponsible has to consider which attributes (characteristics) properly describe theproduct. Then he or she creates these characteristics with specific characteristicvalues.

Rather than being assigned directly to the SAP ERP object (for example, material),the characteristics are assigned to a class. By using different classes with differentclass types, you organize the SAP ERP system into order. The relevant SAP ERPobjects are assigned to the classes. A document could, for example, be included indifferent class from a material master.

The following steps are performed in the course of classification:

1. Create characteristics and allowed characteristic values2. Maintain class and assign the relevant characteristics3. Create an object (for example, material), assign it to the class, and assigncharacteristic values4. Search for object



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Figure 32: Screens: Maintain Characteristics

You must start with the basic data screen when processing characteristics. All otherscreens are optional. Maintain the status, data type, and value assignment attribute fora characteristic on the basic data screen. You can create descriptions for a characteristicin several languages. You can maintain allowed values for a characteristic. You canalso define whether only these allowed values can be selected or whether other valuesare allowed You can create references to table fields, to use them for classification.You can link document info records to the characteristics and their values.

In the format dataset, you enter the data type of a characteristic. The data type describesthe type of characteristic and determines the format for entering characteristic values.The data type CHAR describes a characteristic with alphanumeric format. The valuefield can contain any character. The data type NUM describes a characteristic withnumeric format. The value field can only contain figures.

A characteristic value is either single value or multiple value. Single-value meansthat you can only assign one value to a characteristic in value assignment functions.Multiple-value means that you can assign more than one value to the characteristic.



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Figure 33: Screens: Maintain Class

You must start on the basic data screen when processing classes. There you maintainthe central settings for a class, such as the class status, the organizational areas,and the authorization group. You can assign catchwords to help you in matchcodesearches. The most important step is assigning the relevant characteristics, which theuser then selects for the object assignment to assign values to the object. You canassign documents to the class. You can create classes according to a standard (such asDIN, ISO, or ANSI). You can define that a class can be used as a BOM item in theBOM of a configurable material.

The class type is a central concept of the classification system. It controls theprocessing of classes, classification, and the search for objects in classes. Class typesare always created for a specific object type, such as material. Objects of this objecttype can then be classified in classes of this class type. When you create a class, youmust enter a class type first. Each class is completely separate, and the class types arenot linked in any way.



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Figure 34: Assignment and Value Assignment

Classification of objects means the assignment of objects to a class, and the assignmentof values to the characteristics in the class.

This classification can either take place directly in the object or in the relevanttransactions in classification.



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Figure 35: Class Hierarchy

You can define hierarchical structures for SAP ERP classes. Characteristics can beinherited within a hierarchy. The idea is that certain characteristics are requiredfor multiple classes under one hierarchy node in a hierarchy. You assign thesecharacteristics to this node (class) only, in class maintenance. The characteristics arethen inherited by all classes that are below this class node in the hierarchy.

If lower-level classes inherit a characteristic, you can also systematically restrictthe value range for this characteristic. In the subordinate classes, you only see therestricted set of allowed values, and you can only select values from the restricted setfor further assignment.



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Exercise 4: Classes and Characteristics

Exercise ObjectivesAfter completing this exercise, you will be able to:� Create characteristics and classes, and classify SAP ERP objects

Business ExampleYou want to design a new pump. To do this you create material masters, and use themin an engineering BOM. This BOM includes a document to provide documentation forthe pump, and the BOM is copied to a production-relevant BOM. The properties ofthe product are then examined and stored in the system in the form of characteristicsand characteristic values. You also create the class that is required for this purpose.

Task 1:After creating the first bills of material with the materials, you define the necessaryproduct attributes in the system in the form of characteristics. You want to describethe screw that you created with an internal number in the unit on the material master,by using such properties as length or basic material, so that you can find it moreeasily later. Proceed as follows:

1. Create characteristic T_F6## with the following data:

Characteristic: T_F6##

Basic data:

Description: Length of Screw T-F6##Entry required: Yes (in the value assignment dataset)Status: ReleasedData Type: Numeric format

Hint: Once you have selected a data type, the system displays additionalfields, and you can then enter the other data.




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Number of Chars: 3Decimal Places: 1Unit of Measure: mm (millimeters)

Switch to another tab page to enter the values:

Values: 3612

Save your characteristic.

2. Create class T_F6## with the following data:

Class: T_F6##Class type: 001

Basic data:

Description: Class T-F6##Status: Released

Characteristics:

Characteristic: T_F6##Characteristic: T_F600_1

Characteristic T_F600_1 was created by the instructor and references the basicmaterial table field of the material master.

Save your class.




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Task 2:Classify the material master records.

1. Classify your material master record with external number T-F6##. To do this,change the material master and enter the following in the Classification view:

Material: T-F6##


Class Type: 001 (Material class)Class: 100 Pumps (complete)

Hint: You have already entered the class type.

Assign values to the characteristics and make a note of the values.

Pump lift: ___________________

Pump capacity: ___________________


2. Classify the screw that you created using internal number assignment, withthe class you just created. To do this, change the material master record, anduse the Classification view:

Material: Internal number


Class Type: 001Class: T_F6##

Assign values, and make a note of the result:

__________________________

__________________________


3. Create an additional material master for a second screw. Use the following data:




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Basic data views 1 + 2:

Material description: Screw 02 for T-F6##Base Unit of Measure: PCLab/Office: 002Basic Material: Titanium



Make a note of the values you assign:

________________________________

________________________________


Make a note of the material number:_________________

Task 3:If you want to find an object with an unknown number, you use the matchcode search.

1. Use the matchcode search �Materials for class� for the material.

Search with the following class:




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Class: T_F6##Class Type: 001

As a result of your search, you will see the screws that you created. You couldnow select one and process it. Then leave the search result and return to theuser menu.



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Solution 4: Classes and CharacteristicsTask 1:After creating the first bills of material with the materials, you define the necessaryproduct attributes in the system in the form of characteristics. You want to describethe screw that you created with an internal number in the unit on the material master,by using such properties as length or basic material, so that you can find it moreeasily later. Proceed as follows:

1. Create characteristic T_F6## with the following data:

Characteristic: T_F6##

Basic data:

Description: Length of Screw T-F6##Entry required: Yes (in the value assignment dataset)Status: ReleasedData Type: Numeric format

Hint: Once you have selected a data type, the system displays additionalfields, and you can then enter the other data.

Number of Chars: 3Decimal Places: 1Unit of Measure: mm (millimeters)

Switch to another tab page to enter the values:

Values: 3612




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a) Create characteristic T_F6## with the data in the exercise.

Classification→ Master Data→ Characteristics


2. Create class T_F6## with the following data:

Class: T_F6##Class type: 001

Basic data:

Description: Class T-F6##Status: Released

Characteristics:

Characteristic: T_F6##Characteristic: T_F600_1

Characteristic T_F600_1 was created by the instructor and references the basicmaterial table field of the material master.

Save your class.

a) Create class T_F6## with the data in the exercise.

Classification→ Master Data→ Classes

Save your class.

Task 2:Classify the material master records.

1. Classify your material master record with external number T-F6##. To do this,change the material master and enter the following in the Classification view:

Material: T-F6##




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Class Type: 001 (Material class)Class: 100 Pumps (complete)

Hint: You have already entered the class type.

Assign values to the characteristics and make a note of the values.

Pump lift: ___________________

Pump capacity: ___________________


a) Classify the material master record that you created with external numberT-F6##.




2. Classify the screw that you created using internal number assignment, withthe class you just created. To do this, change the material master record, anduse the Classification view:

Material: Internal number



Assign values, and make a note of the result:

__________________________

__________________________




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a) Classify your screw (internal number assignment) as described in theexercise.



3. Create an additional material master for a second screw. Use the following data:




Basic data views 1 + 2:

Material description: Screw 02 for T-F6##Base Unit of Measure: PCLab/Office: 002Basic Material: Titanium



Make a note of the values you assign:

________________________________

________________________________





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Make a note of the material number:_________________

a) Create an additional material master for a second screw.



Make a note of the material number:_______________

Task 3:If you want to find an object with an unknown number, you use the matchcode search.

1. Use the matchcode search �Materials for class� for the material.

Search with the following class:

Class: T_F6##Class Type: 001

As a result of your search, you will see the screws that you created. You couldnow select one and process it. Then leave the search result and return to theuser menu.

a) Use the matchcode search �Materials for class� for the material.


Assign various values as required and display the search result that youget for these values.



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Lesson Summary

You should now be able to:� Classify the master data for the engineering process



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Lesson: Product Structure Browser

Lesson OverviewOverview of the product structure browser


� Use the product structure browser as a central information tool

Business ExampleA pump is to be built in your company. You create several material master records,use them in the bill of material, then classify them.

You can get an overview of your product with the product structure browser.

Figure 36: Product Structure Browser

The graphical product structure browser is the central navigation and informationtool in Life-Cycle Data Management. It displays in tree-structure form all objectsthat belong together functionally, such as materials, BOMs, documents, classes,characteristics, and routings.



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PLM100 Lesson: Product Structure Browser

You can call and change each of the objects from the browser. If you refresh thebrowser you can immediately see the changes.

Using filters, you can limit the detail data displayed according to the processingsituation.

Originals can be displayed with the ECL Viewer, integrated in the browser.



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Exercise 5: Product Structure Browser

Exercise ObjectivesAfter completing this exercise, you will be able to:� Use the product structure browser

Business ExampleYou want to design a new pump. To do this you create material masters, and use themin an engineering BOM. This BOM includes a document to provide documentation forthe pump, and the BOM is copied to a production-relevant BOM. The properties ofthe product are then examined and stored in the system in the form of characteristicsand characteristic values. You also create the class that is required for this. You canthen get an overview of your product in the product structure browser.

Task:Next, you use the product structure browser to get an overview of the product structure.

1. On the initial screen of the product structure browser, enter your material:

Material: T-F6##

Display the documents, classifications, and bills of material. Since the documenthas several original application files, you can also display these integrated inthe browser.

Stay in the browser.

2. In the browser, check the status of material master T-F6##.

� To do this, change the layout and select the cross-plant material status fordisplay.

� Refresh the browser. The cross-plant material status �PI� appears if youhave done everything correctly.


3. Select material T-F6## with the secondary mouse button and choose Change.You are now in change mode for the material.

Select the Basic Data 1 view.

Delete the status on the detail screen: X-Plant matl status: PIContinued on next page



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Save the material master record.

Refresh the browser. The cross-plant material status PI no longer appears ifyou have done everything correctly.

Leave the product structure browser.



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Solution 5: Product Structure BrowserTask:Next, you use the product structure browser to get an overview of the product structure.

1. On the initial screen of the product structure browser, enter your material:

Material: T-F6##

Display the documents, classifications, and bills of material. Since the documenthas several original application files, you can also display these integrated inthe browser.


a) On the initial screen of the product structure browser, enter your material.Proceed as described in the exercise.

2. In the browser, check the status of material master T-F6##.

� To do this, change the layout and select the cross-plant material status fordisplay.

� Refresh the browser. The cross-plant material status �PI� appears if youhave done everything correctly.


a) In the browser, check the status of material master T-F6##:

� Layout:Select layout → Change layout

3. Select material T-F6## with the secondary mouse button and choose Change.You are now in change mode for the material.

Select the Basic Data 1 view.

Delete the status on the detail screen: X-Plant matl status: PI

Save the material master record.

Refresh the browser. The cross-plant material status PI no longer appears ifyou have done everything correctly.

Leave the product structure browser.

a) Proceed as described in the exercise.



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Lesson Summary

You should now be able to:� Use the product structure browser as a central information tool



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PLM100 Unit Summary

Unit SummaryYou should now be able to:� Create a material master from an engineering point of view� Define a material BOM� Classify the master data for the engineering process� Use the product structure browser as a central information tool



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Unit Summary PLM100



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Unit 4Process Structures

Unit OverviewThis unit gives an overview of work centers, routings, the engineering workbench(EWB), and variant configuration.


� Use routings and work centers� Use the engineering workbench as an common interface for routings and bills of

material (BOMs)� Process complex products using variant configuration

Unit ContentsLesson: Routing and Work Center . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .100Lesson: Engineering Workbench ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .104

Exercise 6: Engineering Workbench... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .107Lesson: Variant Configuration.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112

Exercise 7: Variant Configuration .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .123



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Unit 4: Process Structures PLM100

Lesson: Routing and Work Center

Lesson OverviewOverview of routings and work centers


� Use routings and work centers

Business ExampleYour enterprise is now ready to start production of the product, using data fromengineering. All objects are checked for production relevance and updated asnecessary. The work centers are selected and routings are created.

Work Center

Figure 37: Work Center

A work center can be a geographical location, or a particular machine in a departmentwithin a plant. A work center is assigned to a plant.

Work centers are used in task lists (routings, inspection plans, maintenance tasklists, and so on), and in orders. A work center is a location where a capacity withproduction resources is required to fulfill the requirements from orders. This capacitycan be in the form of people or machinery.



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PLM100 Lesson: Routing and Work Center

The data in the work center can be used for scheduling, costing, or capacity planning.In the context of scheduling, the operating time and formulas to calculate the operationduration, among other things, are stored in the work center. For costing, formulas tocalculate the operation costs are stored in the work center, and the work center isassigned to a cost center. For capacity planning, the available capacity, and formulasto calculate the capacity requirements of an operation are stored in a work center.

Routing

Figure 38: Routing

A routing describes which operations or process steps are carried out during theproduction of an assembly or a finished product, and in what order they are totake place. As well as these details, a routing contains information on the workcenters where the individual operations are to take place, as well as on the necessaryproduction resource and tools, such as tools, setups, or documents, that are notnormally available at this work center.

In addition, the standard values for the execution of individual operations are stored inthe routing. Routings serve to plan the production of assemblies or finished productswith regard to the necessary resources. Routings are used as a template for productionorders and run schedule headers.



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Figure 39: Routings: Overview

A routing contains the necessary operations, their sequence, and the different workcenters required for production.

A routing contains the following:

� Standard values (standard times) for tasks such as setup and processing� The work centers where the operations are to be carried out� The material components that can be assigned to the operations� All production resources and tools that are required for the execution of the

operation� Inspection characteristics for operations in which checks take place� Production notes for each operation



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PLM100 Lesson: Routing and Work Center

Lesson Summary

You should now be able to:� Use routings and work centers



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Lesson: Engineering Workbench

Lesson OverviewOverview of bills of material and routings in the engineering workbench (EWB)


� Use the engineering workbench as an common interface for routings and bills ofmaterial (BOMs)

Business ExampleYour enterprise is now preparing to start production of the product, using data fromengineering. All objects are checked for production relevance and updated asnecessary. The work centers are selected and routings are created. You do this in theengineering workbench.

Figure 40: Engineering Workbench

The engineering workbench is used as a maintenance environment for productstructures, and goes beyond the traditional starting point of bills of material androutings. You can BOMs and routings together in the workbench.



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PLM100 Lesson: Engineering Workbench

You can define a worklist for the engineering workbench. This contains selectedobjects that are to be processed in the engineering workbench. The objects arecopied from the database into the worklist. Only when you save the worklist, afterhaving processed the objects, are new objects created in the database, or existingones changed or deleted.

Figure 41: Engineering WorkbenchSimultaneous Processing

Another advantage of using the engineering workbench (EWB) is the lock logicfor individual data, because the EWB does not lock the entire routing or BOM forprocessing. Different items from the same BOM or different operations from the samerouting can be processed by different people at the same time.

If you want to edit an item that is being processed by someone else, the system stopsyou, and at the same time gives you information on how to contact that person, sothat you can make arrangements with him or her. The person can release the item oroperation for you, without interrupting his or her work on other objects.



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Figure 42: Supply Chain Management

The data of Life-Cycle Data Management is normally also used in the mySAP SupplyChain Management (mySAP SCM) solution. For example, supply chain managementuses material masters and their BOMs. The material masters no longer consist ofonly basic data � they also contain data for material requirements planning (MRP)and purchasing, or data for plants or storage locations. Materials are manufacturedin-house or ordered from vendors, according to the situation in the enterprise. Aplanning run (MRP) is carried out, which creates planned orders or productionorders, or purchase requisition or purchase orders. Planned orders can be convertedto production orders, and the purchase requisitions can be converted to purchaseorders. The components are purchased, or the material is produced. The productcan then be delivered to the customer.



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Exercise 6: Engineering Workbench

Exercise ObjectivesAfter completing this exercise, you will be able to:� Use the engineering workbench

Business ExampleAs preparation for a possible sales order, you use the engineering workbench tofamiliarize yourself with bills of material and routings.

Task:You use the engineering workbench to maintain both bills of material and routings.

1. Start the engineering workbench. First select the following working area:

S_ALLES

The focus is now on the BOM header.

2. Next, you enter the following material and plant in the selection criteria:

Material: T-F1##

Plant: 1000

Load the bills of material and task lists (routings) by choosing the pushbutton.

3. You see the BOM header overview according to your selections. Select theBOM header and display the items.

Which items have a production-relevant indicator?

_______________________




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4. On the left-hand side of the engineering workbench, you see the productstructure for the bill of material and for the routing.

Hint: If you do not see the product structure, navigate as follows:

Extras→ Browser

Confirm the key date in the dialog box � do not enter a change number.Then select application PP01 for exploding the bill of material, in thefollowing dialog box, and confirm your entries.

5. In the browser, navigate to the document in the bill of material. Select thedocument with the right mouse button, and display an original application file.

Leave the engineering workbench.



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Solution 6: Engineering WorkbenchTask:You use the engineering workbench to maintain both bills of material and routings.

1. Start the engineering workbench. First select the following working area:

S_ALLES

The focus is now on the BOM header.

a) Start the engineering workbench.

Engineering Workbench

Select the working area that was specified in the exercise.

2. Next, you enter the following material and plant in the selection criteria:

Material: T-F1##

Plant: 1000

Load the bills of material and task lists (routings) by choosing the pushbutton.

a) Use the data in the exercise as selection criteria.

Start the evaluation.

Load BOMs and Task Lists

3. You see the BOM header overview according to your selections. Select theBOM header and display the items.

Which items have a production-relevant indicator?

_______________________

a) Select the BOM header and display the items.

Bills of Material �> Items

Production-relevant indicator:

To find out, choose the Status tab and scroll right until you can see theproduction-relevant indicator. All material items have a production-relevantindicator.




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4. On the left-hand side of the engineering workbench, you see the productstructure for the bill of material and for the routing.

Hint: If you do not see the product structure, navigate as follows:

Extras→ Browser

Confirm the key date in the dialog box � do not enter a change number.Then select application PP01 for exploding the bill of material, in thefollowing dialog box, and confirm your entries.

a)

Hint: Product Structure:

Extras→ Browser

Confirm this data.

BOM explosion: PP01

5. In the browser, navigate to the document in the bill of material. Select thedocument with the right mouse button, and display an original application file.


a) Navigate as described in the exercise.




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Lesson Summary

You should now be able to:� Use the engineering workbench as an common interface for routings and bills of

material (BOMs)



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Lesson: Variant Configuration

Lesson OverviewOverview of sales orders, variant configuration, object dependencies, andconfiguration simulation


� Process complex products using variant configuration

Business ExampleYour company decides to manufacture the prototype as a product. The pump is tobe offered in the most diverse variants.

Because of the large number of possible product variants, you decide to use SAPvariant configuration.

Figure 43: Variant Configuration Overview



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PLM100 Lesson: Variant Configuration

Multivariant products have a vast selection of variants, arising from the combinationof individual product features. Variant configuration is used in the SAP ERP systemto deal with this.

Figure 44: Variant Configuration for a Pump

As you would expect, complex products are reflected in complex configuration tasksin sales and production. However, a company that sells or produces products withvariants must perform these configuration tasks quickly and accurately.

A product that is to be manufactured in multiple variants is described as a configurablematerial. The configurable material covers all possible features of the product, so it isnot a finished product in itself.

In the SAP ERP system, characteristics are used to describe the features ofconfigurable products.



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Figure 45: Customer Inquiry and Order Confirmation

With the assistance of variant configuration, the sales employee can, even whenrecording the sales order, check the following:

� Can the variant required be manufactured? (only technically possible variantsare offered)

� At what price is the product to be sold?� Is there a product meeting the customer�s requirements in stock?



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Figure 46: Configurable Product, Class, and Characteristics

In variant configuration, a class groups together the characteristics that describe aconfigurable material.

The features of a product are stored in the SAP ERP system in the form ofcharacteristics. You define characteristic values for each characteristic, then assignthese values to the configurable material.

You assign the characteristics that describe the configurable product to the class.

You assign the configurable material to the class, so that you can use the characteristicsof the class to configure the material.



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Figure 47: IDES Example: Configurable Pump

Pump P-500 is a material that can be configured on multiple levels.

The BOM of the configurable material contains other materials that are configurable.



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Figure 48: Configured Master Data

The BOM of the configurable material contains all components that could possiblybe required to produce a variant of the material. You use object dependencies toconfigure the BOM, in other words, to select only the components that are required forthe specific variant. The BOM is exploded according to the characteristic values youassign. If the configuration profile contains the appropriate settings, you can makemanual changes to the BOM for a sales order (for example, you can delete or insertcomponents). The BOM is then saved as an order BOM for the sales order.

The routing of a configurable material contains all the operations that could possiblybe required to produce any variant of the material.. You use object dependencies toselect the operations that are required for a specific variant.. The task list is explodedaccording to the characteristic values you assign.



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Figure 49: Object Dependencies

Dependencies describe the interdependencies between different objects in aconfiguration. They check the consistency of the configuration and the completenessof the configuration. Dependencies can be used to infer characteristic values. TheSAP system supports five different dependency types.

A precondition is a necessary condition. You can control whether characteristicsvalues can be set or whether a characteristic can have values assigned to it.

A selection condition is a sufficient condition. This determines that a BOM item or anoperation is selected, or that a characteristic must have values assigned to it.

Actions infer values for characteristics. Actions are declarative, so neither theprocessing sequence nor the time of processing is relevant.. Procedures, like actions,can be used to infer values. A procedure is a set of instructions that is processed inexactly the sequence you define, like a program. Values inferred by procedures canoverwrite each other, but they must not conflict with statements from other sources(for example, user entries).

Constraints are designed for highly interactive configuration tasks, and for tasks wherethe interdependencies between the characteristics of several objects are important.The main purpose of a constraint is to check the consistency of a configuration.



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Figure 50: Object Dependencies (Examples)

Example of a selection condition:

� The BOM item Support base must be selected if characteristic Extras has thevalue With support assigned to it.

Example of a precondition:

� Characteristic value Plunger pump is only available if characteristic Pump forhas the value Oil or Waste water.

Example of a procedure:

� If characteristic Pump for has the value Suspension, characteristic Pump typeautomatically has the value Wet pit.



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Figure 51: Example: Simple Sales Order Process

A sales order is created for a configurable product (a pump, in this example).. In thesales order, the features of the product are defined in detail. Based on the variantdescription in the sales order, the master data in the BOM and routing are explodedespecially for the variant required.



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Figure 52: Example: Example: Sales Order Process with TechnicalPostprocessing

Two-level processing of an order BOM:

� In sales, you only configure the top level.� In BOM maintenance, you can configure interactively on multiple levels, and

make manual changes.� You can process all BOM items, whether or not they are relevant to sales.



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Exercise 7: Variant Configuration

Exercise ObjectivesAfter completing this exercise, you will be able to:� Work with the configuration simulation

Business ExampleIn your company, you decide to map variant-rich products by using variantconfiguration. To get an initial overview, you familiarize yourself with theconfiguration simulation.

Task:Variant configuration is to be used in your company. Familiarize yourself with thepump P-500. Do not change any master data. Proceed as follows:

1. Start configuration simulation in variant configuration for material P-500 inplant 1000.

Material: P-500Plant: 1000Configuration: Sales/distributionConfiguration result: BOM

Choose the Configuration pushbutton. You see a simulation of the characteristicvalue assignment screen with all interdependencies.

Which characteristic values does characteristic Pump for have?

Which characteristic values does characteristic Pump type have?

Select a pump for oil by assigning the appropriate value to characteristic Pumpfor.

Which characteristic values does characteristic Pump type have now?

Select a vacuum pump by assigning the value Plunger pump to characteristicPump type.

Assign the following characteristic values:




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Mode: ElectricRotation direction: ClockwiseModel of the pump: AdjustableExtras (Options): With support

2. Choose the Results pushbutton. You see the simulated BOM explosion.

Choose the Characteristics pushbutton again. You are in the simulation of thevalue assignment screen again.

Leave the simulation.



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Solution 7: Variant ConfigurationTask:Variant configuration is to be used in your company. Familiarize yourself with thepump P-500. Do not change any master data. Proceed as follows:

1. Start configuration simulation in variant configuration for material P-500 inplant 1000.

Material: P-500Plant: 1000Configuration: Sales/distributionConfiguration result: BOM

Choose the Configuration pushbutton. You see a simulation of the characteristicvalue assignment screen with all interdependencies.

Which characteristic values does characteristic Pump for have?

Which characteristic values does characteristic Pump type have?

Select a pump for oil by assigning the appropriate value to characteristic Pumpfor.

Which characteristic values does characteristic Pump type have now?

Select a vacuum pump by assigning the value Plunger pump to characteristicPump type.

Assign the following characteristic values:




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Mode: ElectricRotation direction: ClockwiseModel of the pump: AdjustableExtras (Options): With support

a) Start configuration simulation in variant configuration for material P-500in plant 1000.

Variant Configuration→ Environment→ Configuration Simulation


Characteristic values for characteristic Pump for?

Oil, Water, Waste water, and Suspension

Characteristic values for characteristic Pump type?

Plunger, Rotary, Wing, and Wet pit pump

Select a pump for oil by assigning the appropriate value to characteristicPump for.

Characteristic values for characteristic Pump type?

Plunger pump and Wet pit pump

2. Choose the Results pushbutton. You see the simulated BOM explosion.

Choose the Characteristics pushbutton again. You are in the simulation of thevalue assignment screen again.


a) Use the data in the exercise.




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Lesson Summary

You should now be able to:� Process complex products using variant configuration



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Unit Summary PLM100

Unit SummaryYou should now be able to:� Use routings and work centers� Use the engineering workbench as an common interface for routings and bills of

material (BOMs)� Process complex products using variant configuration



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Unit 5Change and Configuration Management

Unit OverviewThis unit gives an overview of change management, configuration management, andreplication management.


� Use engineering change management� Name the different types of validity in engineering change management� Use the release key� Use configuration management for product replication� Use product replication

Unit ContentsLesson: Engineering Change Management.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .130

Exercise 8: Engineering Change Management .. . . . . . . . . . . . . . . . . . . . . . . . . . .141Lesson: Configuration Management .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .148

Exercise 9: Configuration Management .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .151Lesson: Replication Management .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .159



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Unit 5: Change and Configuration Management PLM100

Lesson: Engineering Change Management

Lesson OverviewOverview of change numbers, engineering change orders, and release keys


� Use engineering change management� Name the different types of validity in engineering change management� Use the release key

Business ExampleDuring planning and design of a product, your company notices that the product needsto be changed. You use engineering change management to do this. This meansthat you decide on changes that are to be made on a date-dependent basis, with achange master record. You also consider the engineering change request (ECR) asan alternative.

Furthermore, you examine the possibility of making changes with other types ofvalidity.



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PLM100 Lesson: Engineering Change Management

Figure 53: A Material Change and its Consequences

A material change can have a range of consequences within a company. However,a material change also affects the data in the SAP ERP system. A material change,as well as affecting the material master record, can also affect bills of material,routings, or documents. These objects are grouped together using engineering changemanagement. If you need to change a shaft, there is a material master record forthis, which is used in a bill of material, and is linked to a document info record bymeans of an object link.

The product changes can be carried out with either a change master record or anengineering change request (ECR) and engineering change order (ECO).



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Figure 54: Why Make Changes with Engineering Change Management?

You can use engineering change management to group together changes for differentSAP ERP objects that are affected by one change.

Engineering change management is a central logistical function for master datachanges. These changes are monitored and fully documented, to fulfill obligations toproduce supporting documents.

You can use engineering change management to store certain SAP ERP objects (forexample, bills of material and routings) multiple times, thereby saving a history of allrelevant change states.

The definition of validity in the change master record (or in the engineering changeorder) means that changes are only effective with the validity defined. Validity can be,for example, a point in time.

The changes are automatically made effective in areas of the logistics process chain(for example, sales orders, MRP, and shop floor and production control) by settingthe release key for the area concerned.



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Figure 55: Connected Objects

You can use engineering change management to make changes to many life-cycle datamanagement objects. You can create a change definition that is valid for all bills ofmaterial and task lists, or you can create it for specific BOM categories and task listtypes. For example, you can decide that any bill of material can be changed with achange number, or that only material BOMs can be changed with a change number,but not document structures.



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Figure 56: Structure of a Change Number

In the change header of the change number you enter general data on the change. Thisincludes a short change description, the validity, and the status.

You determine which objects can be changed with the change number and how byselecting the object types.

The object management records specify the actual objects to be changed. Here youcan specify, for example, exactly which BOM is changed and with which usage.

You can assign accompanying documents to the change number, in the form ofdocument info records.

You can use classification to search for a change number.

Alternative dates allow you to control the valid-from date for individual objects moreprecisely.



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Figure 57: Assignment of Object Management Records

First, the user uses the object types in a change number to define whether bills ofmaterial or routings can be changed. Then the object management records specifywhich bill of material, or which routing, is to be changed. This gives you precisecontrol over an object change.

Figure 58: Comparison of Change Master Record and ECR/ECO



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First, in the header of the change master record, the user enters general information,such as the reason for the change and the validity. The user enters the objects that areto be changed, or gets the system to generate them. Then the user changes the objects.

First, in the header of the engineering change request (ECR), the user enters generalinformation, such as the reason for the change and the validity. Then the user specifiesthe objects that are to be changed, depending on status. The user cannot changeobjects until the ECR has been converted to an engineering change order (ECO).This conversion is dependent on status.

Unlike the change master record, the ECR/ECO has a status network, which enableschange processes to be requested, checked, and released.

A workflow management system can coordinate the flow of all kinds of informationthroughout the various activities. A workflow brings the �right� work to the �right�people in the �right� order at the �right� time.

Figure 59: System Status Network

Status management serves to control the business process within a change process.The status network is valid for both the header of the ECR/ECO, and the assignedobject management records.

By assigning a status network to the object management records, you can decide foreach object whether the changes are possible, not possible, or not necessary.



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First, the user enters the objects that are to be changed in the ECR. Another userchecks whether the object changes are good. If the changes are approved, the ECR isconverted to an ECO. The employee then has the ECO to carry out the object changes.Once the changes are completed, this is also documented with an appropriate status inthe ECO. Once all changes are released, no further changes can be made with the ECO.

Figure 60: Validity in Engineering Change Management

You can use effectivity types to define company-specific validity criteria, in additionto the date-dependent change that is standard in SAP ERP. Among these is thespecification of time intervals or serial numbers.

You can use the date interval effectivity type to control object changes that are, forexample, seasonal and only valid for a certain time period.

You can use the serial number interval effectivity type to make object changesdependent on the serial number of an finished product.

As it would be practically impossible to include all possible effectivity types in thestandard software, you have the option of defining additional effectivity types inCustomizing for engineering change management.



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Figure 61: Release Key

You can define a release key for object changes, which enables either global release orspecific release for downstream application areas within the logistics process chain.

A specific release is possible for the following application areas:

� Costing� Planning� Production� Simulation for production� Order change management



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Figure 62: Order Change Management

From time to time, sales orders or projects may need to be changed, even if they arealready scheduled for production and have been converted into production orders.

For this situation, you can use order change management (OCM) in the SAP ERPsystem.. This enables the early conversion of product structures to productionstructures in material requirements planning (MRP), whilst retaining the option ofchanging data up to the last possible moment. Even partially confirmed productionorders can be changed.

The changes can be initiated either because of a changed customer requirement orbecause of an engineering change, by means of a change request.



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Exercise 8: Engineering ChangeManagement

Exercise ObjectivesAfter completing this exercise, you will be able to:� Work with change numbers and engineering change requests (ECRs)

Business ExampleYou want to make an extensive change to your pump at a specific time. You thereforechange the bill of material (BOM) in the SAP ERP system.

Task 1:You want to make a product change with a predefined validity. You use engineeringchange management to do this.

1. Create a change master record T-F6## with the following data:

Change Number: T-F6##Type: Change Master

Hint: Do not make any other entries on the initial screen.

Confirm the data, then enter the following information in the header of thechange master record:

Description: Rework pump T-F6##

Valid From: Today�s date + one month

Reason for Change: Production fault

Status: Active

Stay in the change number

2. Next, you define the object types, the objects to be changed, and the handling ofobject management records. Choose the Object Types pushbutton.

Set the following indicators for bills of material:




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Actv. (Active) + Object

Then define the objects that are to be changed. You do this by using objectmanagement records. Choose the Objects pushbutton.

On the detail screen for objects, choose the tab page for material BOMs (Mat.BOM) and enter:

Material: T-F6##

Plant: 1000

Usage: 1 (Production)

Hint: Make sure you enter the correct usage

Save your change master record.

Task 2:Change your plant-specific BOM T-F6##, using your change master record T-F6##.

1. Change the BOM using the following data:

Material: T-F6##

Plant: 1000

Usage: 1 (Production)Change Number: T-F6##

Make the following material change in your BOM:

� Replace component 100-100 with 100-101.

� Increase the quantity of your screw to 12 pieces.

Save your BOM.

Task 3:Carry out a BOM explosion. To do this, choose the level-by-level BOM explosion.

1. Explode the BOM:




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Material: T-F6##Plant: 1000Alternative BOM: Leave blankBOM Application: PP01Change Number: T-F6##

You see the changes that you made in your BOM using the change number.

Leave the BOM explosion.



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Solution 8: Engineering ChangeManagementTask 1:You want to make a product change with a predefined validity. You use engineeringchange management to do this.

1. Create a change master record T-F6## with the following data:

Change Number: T-F6##Type: Change Master

Hint: Do not make any other entries on the initial screen.

Confirm the data, then enter the following information in the header of thechange master record:

Description: Rework pump T-F6##Valid From: Today�s date + one monthReason for Change: Production faultStatus: Active

Stay in the change number

a) Create a change master record T-F6##:

Engineering Change Management→ Change Number→ Create

Hint: Use the data in the exercise.

Stay in the change number.

2. Next, you define the object types, the objects to be changed, and the handling ofobject management records. Choose the Object Types pushbutton.

Set the following indicators for bills of material:





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Then define the objects that are to be changed. You do this by using objectmanagement records. Choose the Objects pushbutton.

On the detail screen for objects, choose the tab page for material BOMs (Mat.BOM) and enter:

Material: T-F6##

Plant: 1000

Usage: 1 (Production)

Hint: Make sure you enter the correct usage


a) �Object types�


�Objects�


Hint: Make sure you enter the correct usage.


Task 2:Change your plant-specific BOM T-F6##, using your change master record T-F6##.

1. Change the BOM using the following data:

Material: T-F6##

Plant: 1000

Usage: 1 (Production)Change Number: T-F6##

Make the following material change in your BOM:




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� Replace component 100-100 with 100-101.� Increase the quantity of your screw to 12 pieces.

Save your BOM.

a) Change the BOM using the data in the exercise.

Bill of Material→ Material BOM→ Change

Save your bill of material.

Task 3:Carry out a BOM explosion. To do this, choose the level-by-level BOM explosion.

1. Explode the BOM:

Material: T-F6##Plant: 1000Alternative BOM: Leave blankBOM Application: PP01Change Number: T-F6##

You see the changes that you made in your BOM using the change number.


a) Explode the BOM:

Bill of Material→ Evaluations→ BOM explosion→Material BOM→BOM (Multi-Level)





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Lesson Summary

You should now be able to:� Use engineering change management� Name the different types of validity in engineering change management� Use the release key



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Lesson: Configuration Management

Lesson OverviewOverview of configuration management and the folders required


� Use configuration management for product replication

Business ExampleIn your system, you have saved several processing statuses for your prototypes. Theseprocessing statuses represent different life-cycle phases. You now want to save theseseparately in the system. You use configuration management to do this.

Configuration Management

Figure 63: Product Development with Configuration Management

When you start development of a product, you often start with only a few initialsketches of your product. These may already be managed in SAP ERP, with documentmanagement. The next development step is to create the first CAD drawings. To do



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PLM100 Lesson: Configuration Management

this, you create new document info records or new versions of existing document inforecords.. At some point you may leave the initial development phase, and create SAPERP objects, in the form of material masters and engineering BOMs.

You now want to manage this data that you have created in the system. You useconfiguration management to do this.

Configuration folders are created, to collect objects that describe a product or a projectin a particular life-cycle phase.

Over the course of time, a network of folders will be built up, representing the entireproduct life cycle.

Configuration management is the basis for product replication. This technology isused to distribute the contents of configuration folders to other systems.

Figure 64: Configuration Folder

A configuration folder contains all the objects that describe a product or a project in aparticular life-cycle phase. The controlled object is the central object of the folder,typically a material master record.

If you want the individual development statuses to be put together automatically,you can use a baseline. The baseline can start, for example, with a material master,and collect all dependent objects, starting with bills of material, and continuing withdocuments, right through to the objects of classification and variant configuration.The baseline is a snapshot of the processing states of all objects that describe theproduct or project.



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Exercise 9: Configuration Management

Exercise ObjectivesAfter completing this exercise, you will be able to:� Gain understanding of configuration management

Business ExampleYou want to record product development in your system in configuration folders. Todo this, you work with configuration management.

Task 1:You create several configuration folders and record the data for the relevant life-cyclephase.

1. Create a configuration definition for your pump T-F6##. Use the following data:Create the following configuration definition:

Config. def.: T-F6##Description of Definition: Life cycle of pump T-F6##Life cycle (profile): Engin. to orderConfig. folder: MP1Description (of folder): Initial design

Confirm this data.

You now see a folder in life-cycle phase as sold.

On the detail screen of the workbench, choose the tab page Config. folder andenter:

Type of Controlled Object: DescriptionDescription: Design: pump T-F6##

2. Fill this folder with the objects that contain the specification of the endeavoror serve as templates.

Assign material P-100 to the structure of the folder, and define it as a �template�by using this term as a sort string.




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Sort string: TemplateMaterial: P-100

Also assign document T-D01 and define this as a specification.

Sort string: Spec.Document: T-D01Document Type: DRMDocument Version: 00Document Part: 000

Save this data.

Task 2:Create an additional folder.

1. In the configuration definition T-F6##, create a second configuration folder asa successor.

Phase: as designedConfig. folder: MP2Description (of folder): Development folder

For this second folder, you change the phase and the controlled object:

Type of Controlled Object: MaterialMaterial: T-F6##

In the structure, look at the objects that are linked to the folder. Delete theexisting objects, and enter material master T-F6## directly in the structure.

Material in the structure: T-F6##

Save the data.

2. Start the browser for material T-F6##.




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Use �Drag and Drop� to copy the following data:

Group BOM: T-F6## / / 02 / 01Document: DRM / T-F6##/ 000 /00

Close the browser again.


1. In the configuration definition T-F6##, create a third configuration folder asa successor.

Phase: as engineeredConfig. folder: MP3Description (of folder): Engineering folder

In the structure, look at the objects that are linked to the folder. Delete theexisting objects, except material master T-F6##.


Save the data.



Group BOM: T-F6## / 1000/ 01 / 01Document: DRM / T-F6##/ 000 /00




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Solution 9: Configuration ManagementTask 1:You create several configuration folders and record the data for the relevant life-cyclephase.

1. Create a configuration definition for your pump T-F6##. Use the following data:Create the following configuration definition:

Config. def.: T-F6##Description of Definition: Life cycle of pump T-F6##Life cycle (profile): Engin. to orderConfig. folder: MP1Description (of folder): Initial design

Confirm this data.

You now see a folder in life-cycle phase as sold.

On the detail screen of the workbench, choose the tab page Config. folder andenter:

Type of Controlled Object: DescriptionDescription: Design: pump T-F6##

a) Create a configuration definition for your pump T-F6##.

Environment→ Collaboration→ Create Folder

Then choose the Create Configuration Definition pushbutton (or Ctrl+F11).

Enter the data in the exercise in the configuration definition.

Confirm this data. You are then in the configuration folder, and can createthe data according to the exercise.

2. Fill this folder with the objects that contain the specification of the endeavoror serve as templates.

Assign material P-100 to the structure of the folder, and define it as a �template�by using this term as a sort string.




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Sort string: TemplateMaterial: P-100

Also assign document T-D01 and define this as a specification.

Sort string: Spec.Document: T-D01Document Type: DRMDocument Version: 00Document Part: 000

Save this data.

a) Create the data according to the exercise.

Tab page Structure→ tab page Material / tab page Document


1. In the configuration definition T-F6##, create a second configuration folder asa successor.

Phase: as designedConfig. folder: MP2Description (of folder): Development folder

For this second folder, you change the phase and the controlled object:

Type of Controlled Object: MaterialMaterial: T-F6##

In the structure, look at the objects that are linked to the folder. Delete theexisting objects, and enter material master T-F6## directly in the structure.





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Save the data.

a) Select your existing configuration folder in the browser, and choose CreateSuccessor from the context menu.

b) Enter the data in the new folder.



Group BOM: T-F6## / / 02 / 01Document: DRM / T-F6##/ 000 /00


a) Start the browser for material T-F6##. To do this, choose the pushbutton.Tab page→ Config. folder

Do not enter effectivity parameters.

Use �Drag and Drop� to copy the data above.


1. In the configuration definition T-F6##, create a third configuration folder asa successor.

Phase: as engineeredConfig. folder: MP3Description (of folder): Engineering folder

In the structure, look at the objects that are linked to the folder. Delete theexisting objects, except material master T-F6##.


Save the data.

a) Select your existing configuration folder in the browser, and choose CreateSuccessor from the context menu.

b) Enter the data in the new folder.Continued on next page



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Group BOM: T-F6## / 1000/ 01 / 01Document: DRM / T-F6##/ 000 /00


a) Start the browser for material T-F1##. To do this, choose the pushbutton.Tab page→ Config. folder

Do not enter effectivity parameters.

You copy the plant-specific BOM to this folder.



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Lesson Summary

You should now be able to:� Use configuration management for product replication



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PLM100 Lesson: Replication Management

Lesson: Replication Management

Lesson OverviewOverview of the replication management workbench, definition and folders, baseline,replication, and distribution.


� Use product replication

Business ExampleYour company has many production locations throughout the world. However, thesedo not have their own engineering departments. They are provided with data by theengineering department of the company group head office.

Each production location does, however, have an SAP ERP system installed. Forthis reason, you decide to exchange the engineering data electronically between thesystems, using product replication.

Figure 65: Distributed Systems: Product Replication



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You can connect multiple SAP ERP systems in a heterogeneous environment by usingApplication Link Enabling (ALE).. For example, you can separate the engineeringsystem (PLM) from the production system (SCM). The initial product data is createdin the engineering system. This is usually in the form of engineering BOMs, materialmasters with basic data views, and document info records. . When this engineeringdata is required in the production system, it is distributed using product replication..The product data is collected in consistent data packets, and distributed to the targetsystem using ALE. The engineering BOMs are copied to production-relevant BOMs,and the material master records can be extended to include, for example, MRP data.

Since the engineering and production systems are separate, the user needs a toolthat can access information across systems. The product structure browser providesthis capability..

Figure 66: Configuration Folder Within Replication

Product data replication is an easy way to distribute product data from a centralengineering system to various production systems.. The product data is collected inthe replication workbench. The workbench uses the folder technology of configurationmanagement, and the distribution technology of ALE..

Distribution-relevant data is added to the data of the configuration folder. Forexample, the receiving systems are defined and the baseline profiles are recorded.



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PLM100 Lesson: Replication Management

Figure 67: The Product Replication Process

Within the replication workbench, the data is collected by using a baseline, thendistributed to the target systems.

The main steps in the product replication process are as follows:

� Select controlled object and collect its dependent objects in the configurationfolder.

� Use a baseline to collect the data to be distributed, name the target systems, andinform the recipients.

� Create a distribution order and collect the data to be distributed.� Convert the distribution order to a distribution packet. This packet contains

the distribution units.� The distribution units to the target system send distribution tracking information

in the distribution unit cockpit.



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Lesson Summary

You should now be able to:� Use product replication



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PLM100 Unit Summary

Unit SummaryYou should now be able to:� Use engineering change management� Name the different types of validity in engineering change management� Use the release key� Use configuration management for product replication� Use product replication



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Unit Summary PLM100



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Unit 6Internet Scenarios

Unit OverviewOverview of the various Internet scenarios


� Search for documents on the Internet� Create change notifications� Use enterprise portals� Use collaboration scenarios

Unit ContentsLesson: Document Search .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .166Lesson: Change Notifications .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .168Lesson: Enterprise Portals .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .171Lesson: Collaboration Folders .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .175



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Unit 6: Internet Scenarios PLM100

Lesson: Document Search

Lesson OverviewOverview of SAP Internet Transaction Server and the document search functions


� Search for documents on the Internet

Business ExampleYour company wants to make selected data available to employees on the Internet.

You decide to use an Internet Transaction Server.

The first application you use is the document search. This enables your employees tosearch for documents on the Internet and display original application files.

Figure 68: Document Search Using SAP Internet Transaction Server

You can search for information from document info records on the Internet, thanks tovarious services provided by SAP Internet Transaction Server. If you find a documentinfo record, you can display detailed information from the document info record or itsoriginal application files. If required, you can also change the originals.



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PLM100 Lesson: Document Search

Lesson Summary

You should now be able to:� Search for documents on the Internet



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Lesson: Change Notifications

Lesson OverviewOverview of change notifications on the Internet and in SAP ERP


� Create change notifications

Business ExampleYour company wants to enable its employees to define their change requirements onthe Internet. These change requirements are to be created in the system as changenotifications, and may be converted to engineering change requests (ECRs).

You use SAP Internet Transaction Server to do this.

Figure 69: Change Notifications

You can enter required changes in preliminary form on the Internet by creating achange notification. This change notification can the be processed in the SAP ERPsystem, and may result in, for example, an engineering change request for makingthe necessary object changes.



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PLM100 Lesson: Change Notifications

The change notification can be furnished with documents that contain productinformation in the form of originals. Status management can also be utilized in thechange notification. If the changes take place in the form of tasks and actions, thisis always visible on the Internet, so that the person placing the request is alwaysinformed.



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Lesson Summary

You should now be able to:� Create change notifications



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PLM100 Lesson: Enterprise Portals

Lesson: Enterprise Portals

Lesson OverviewOverview of enterprise portals


� Use enterprise portals

Business ExampleYour company has a wide range of systems that are used by end users.

You want to enable uniform access to these systems, so you decide to use anEnterprise Portal. This means that enterprise-specific information is available aswell as the SAP systems.

Figure 70: Enterprise Portal: Overview

The cross-industry solution SAP Enterprise Portal (SAP EP) provides an open,role-based enterprise portal that gives a user integrated, personalized access toinformation, applications, and services from internal and external sources, by using a



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Web browser. The enterprise portal forms the access point for an employee�s dailywork, providing the information and applications that he or she requires at a click ofthe mouse button. The user interface is easy to understand, easy to adjust, and easy touse. Here are some of the features of the portal:

� Single point-of-access: central access to the most diverse applications, content,and services, using the Web browser, so that access is possible anywhere, atany time.

� Integration of SAP and non-SAP components and applications, as well asintranet services and Internet services

� Openness and flexibility� Personalized, role-based user interface that can be individualized

Figure 71: Enterprise Portal

In the portal, you can save product-related information, project-related information,and technical system information, as well as company-specific information. It ispossible to access several SAP systems to get the information you need.

The product information can be displayed in the portal by using material masterselection. The material master records can be recorded as favorites in the portal, todisplay them faster. Product information includes bills of material, change numbers,classifications, and documents, as well as the material master. If the documents have



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PLM100 Lesson: Enterprise Portals

original application files, these can be displayed either integrated in the portal or in aseparate application. Bills of material can always be displayed on a single-level basis,although any number of levels can be exploded here. Classes, characteristics, andclassification information are also integrated.

The project information can be displayed in the portal by using a project definition.You can save these as favorites in the portal. The work breakdown structure (WBS)elements that are dependent on the definition can be displayed on a single-levelbasis, and can be exploded down as far as you want. If networks exist, they are alsodisplayed in the structure with their activities. Documents can also be linked to theobjects in a project and displayed.

The plant maintenance information has a similar structure to project or productinformation. Here, too, you select a functional location as the access object for atechnical system structure, which can consist of functional locations, equipment, andso on. If documents exist, you can display them.

Figure 72: Enterprise Portal: Business Package for Products

Enterprise Portals, which can contain product information, for example, can also beused on the Internet. For example, you can search for material master records in theportal, and display their basic data. If there is a product structure for the materialmaster, for example, in the form of a bill of material, you can also display this. Iforiginal application files exist for the product, they are displayed either in MicrosoftInternet Explorer or in a separate application.



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Lesson Summary

You should now be able to:� Use enterprise portals



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PLM100 Lesson: Collaboration Folders

Lesson: Collaboration Folders

Lesson OverviewOverview of cFolders, import/export documents, material master, and bill of material


� Use collaboration scenarios

Business ExampleYou want to exchange the data of the prototype with your development partners.You decide to use a Collaboration Folders scenario, which can be accessed via aWeb browser.

You make only selected data available to the scenario, so that a partner only hasa restricted view of your data.

The Collaborative Folder scenario provides an Internet-based platform for thenecessary exchange of knowledge and cross-enterprise cooperation between externaland internal partners during the development process.



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Figure 73: Collaboration Folders: Data Transfer

Within an Internet-based cFolders scenario, the company has its own SAP system, inwhich it creates or changes product data. This system is connected to the cFoldersserver, on which you can access the Internet. Communication with developmentpartners and customers now uses the Web browser.



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Figure 74: Enterprise Portal: Business Package for Collaboration Folders

cFolders are used for Internet-based work in engineering departments. Employees canretrieve data from the Internet, which is stored in the folders.

cFolders can also be used as a discussion forum on the Internet, with the help ofWebEx technology. Various engineering groups can meet there and discuss theproduct online. Redlining functions can also be used in this situation.



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Figure 75: Collaboration Folders

The cFolders scenario consists of a collaborative scenario and a competitivescenario.. The collaborative scenario is used when development partners need to beprovided with all the important information. The competitive scenario is used whenyou want to involve several vendors, each of which saves data to its own defined area.

Within such a scenario, you can set up folder structures that contain the necessary data.This includes material master, bill of material, and/or documents. This data can eitherbe created in the folder or imported from a connected SAP system (PLM orSCM).

In the cFolders scenario, the development partner (customer or vendor) can display thedata and change it if required. If original application files from document info recordsare available, these can be displayed on the Internet. If the originals are 3D originalsof type JT, you can display them on the Internet and add redlining information to them.

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



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Figure 76: Data Transfer from SAP to Collaboration Folders

If you want to transfer data from the back-end SAP system to the cFolders system,first select the data in the SAP system. If there are documents as well as materialmasters and bills of material, you can use the product structure browser.

In the product structure browser, you select the data and transfer it to a table. Thenyou decide which target folder you want to transfer the data to. You can either use adifferent folder for each object or define a standard folder for all objects.

Then the data is transferred to the cFolders scenario and is available there.



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Figure 77: Collaboration Folders: Back-End Integration

The cFolders scenario is usually installed on an external system (not behind thecompany firewall). This means that a cFolders user cannot access the productivesystem.

The external user can access the cFolders system, using the HTTPS protocol. Thisis where he or she finds the data provided. This data is only a selection of the datain the SAP back-end system. From the material master, for example, you can makeonly selected basic data available. All other data, such as MRP or costing, is notavailable to the external user.

The internal user also accesses the data in the cFolders system by using HTTPS.However, the internal user may also have the option of transferring data from theback-end system to the cFolders system and back.



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Lesson Summary

You should now be able to:� Use collaboration scenarios



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Unit Summary PLM100

Unit SummaryYou should now be able to:� Search for documents on the Internet� Create change notifications� Use enterprise portals� Use collaboration scenarios



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PLM100 Course Summary

Course SummaryYou should now be able to:

� Appreciate the scope of life-cycle data management� Make the required decisions regarding implementation



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Course Summary PLM100



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Appendix 1SAP Enterprise

Figure 78: mySAP Business Suite

The mySAP Business Suite business platform is a range of solutions and services thatenables customers, partners, and employees to work together successfully.

In the mySAP Business Suite, SAP combines its vast business and industry experiencein a comprehensive platform of e-business solutions, services, and technologies.This platform is based on an open, flexible architecture which is designed forcross-company collaboration, and supports databases, applications, operating systems,and hardware from virtually all the usual suppliers.



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Appendix 1: SAP Enterprise PLM100

Industry-specific and cross-industry solutions are offered within the context of thisbusiness platform.

For example, the following are cross-industry solutions:

� mySAP Supply Chain Management (mySAP SCM)� mySAP Product Lifecycle Management (mySAP PLM)

Figure 79: SAP R/3 Enterprise mySAP Business Suite

The SAP R/3 Enterprise strategy offers a structured view of the technical andfunctional side.

From the technical point of view, the latest version of mySAP Technology, SAP WebApplication Server 6.20, is the basis of SAP R/3 Enterprise.

The SAP R/3 Enterprise Extensions for PLM, SCM, CRM, and SRM are also madeavailable to SAP R/3 customers as part of SAP R/3 maintenance.

SAP R/3 Enterprise Extensions have a release cycle that is independent of SAP R/3Enterprise.

The SAP Web Application Server (SAP Web AS) is downwards compatible. Customerscan upgrade their technology side to the SAP Web AS without changing their SAPR/3 functions.



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PLM100 Appendix 1: SAP Enterprise

Figure 80: mySAP Enterprise Resource Planning mySAP ERP mySAP BusinessSuite

Figure 81: Different Basic Solutions



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Appendix 1: SAP Enterprise PLM100



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Appendix 2cProjects

The cProjects Suite is a simple, Internet-based user interface for project work. In yourcompany, it allows virtual teams to work together without having to learn to use SAPR/3. The Internet user interface can be used intuitively without knowledge of SAP R/3.

Figure 82: cProjects Structure

The cProjects Suite is made up of two areas, the cProjects solution and the cFolderssolution. While cFolders is intended for data exchange with external customers,cProjects is a more obvious choice for project development within a company.



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Appendix 2: cProjects PLM100

Figure 83: cProjects Transfer

The cProjects Suite is a simple, Internet-based user interface for project work. In yourcompany, it allows virtual teams to work together without having to learn to use SAPR/3. The Internet user interface can be used intuitively without knowledge of SAP R/3.

The cProjects solution of the cProjects Suite can be used for virtual project work.Project members can define the usual project tasks, such as checklists, tasks, orprocesses. You can set up similar structures to those in SAP R/3 project management.

This includes the integration of SAP R/3 project management functions, such aswork breakdown structure (WBS) elements, networks, materials, or documents. ThecProjects solution serves, in effect, to predefine processes and functions that are thentransferred to project management in SAP R/3.

As in project management in SAP R/3, you can display the graphical planning board,so that you can see on the Internet whether your target dates are still realistic orwhether you are behind. You can define relationships between individual networkactivities to show interdependencies.

Transfer to SAP R/3 can take many routes. The data can be transferred manually, orwhen the project is released, for example. This allows project members to decidewhen they want to transfer the data to the downstream SAP R/3.



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Appendix 3Master Data Management (MDM) Overview

Figure 84: SAP NetWeaver

In companies, there is a wide range of systems and business processes.

SAP NetWeaver, with the Master Data Management (MDM) solution, consolidatesand harmonizes all the data that arises.



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Appendix 3: Master Data Management (MDM) Overview PLM100

Figure 85: MDM in SAP NetWeaver

SAP NetWeaver

� Is the application and integration platform� Serves to synchronize and tailor information and business processes� Integrates the most diverse platforms

Figure 86: MDM Solutions

SAP MDM enables integrity of information within business processes.



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Appendix 4Product Designer

Figure 87: Product Designer

The Product Designer allows you to retrieve product-relevant data in a structured form.

The Product Designer integrates all relevant data that arises with the initial productidea.



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Appendix 4: Product Designer PLM100

The Product Designer enables you to:

� Structure data in all phases of the product life cycle� Provide the right employees with the right data and information at the right time� View a simple overview of the business process



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Appendix 5Recipe Management

Figure 88: Recipe Management Overview

Recipe Management was developed on the basis of integrated Product and ProcessEngineering (iPPE).



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Appendix 5: Recipe Management PLM100

Figure 89: Recipe Management

Recipe Management supports the development process of a recipe or product:

Detailed specification and process definitionHandling of controlled development of recipes with different specificationsIntegrated communication between different departments



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Appendix 6Menu paths

Frequently-Used Menu Paths

Activities Menu PathLogistics→ Central Functions→ Engineering

Document→ Document→ Document→Create CreateChange ChangeDisplay DisplayFind FindMaterial master→ Material→ MaterialCreate Create (General)→ ImmediatelyChange Change→ ImmediatelyDisplay Display→ Display CurrentBill of Material→ Bill of Material→Create Bill of Material→ Material BOM→ CreateChange Bill of Material→ Material BOM→ ChangeDisplay Bill of Material→ Material BOM→ DisplayCreate plant assignment Bill of Material → Material BOM → Plant

Assignment→ CreateChange plant assignment Bill of Material → Material BOM → Plant

Assignment→ Change



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Appendix 6: Menu paths PLM100

Activities Menu PathDisplay plant assignment Bill of Material → Material BOM → Plant

Assignment→ DisplayReporting: BOM level bylevel

Reporting→ BOM Explosion→Material BOM→BOM Level by Level

Class→ Environment→ Classification→ Master Data→ Classes→Create CreateChange ChangeDisplay DisplayCharacteristic→ Environment→ Classification→Master Data→ Characteristics→Create CreateChange ChangeDisplay DisplayChange number→ Engineering Change Management→ Change Number→Create CreateChange ChangeDisplay DisplayVariant configuration→ Environment→ Variant Configuration→Simulation Environment→ Configuration SimulationALE SAP Menu→ Tools→ ALE→ Master Data Distribution→Send material Cross-Application→ Material→ SendSend document Logistics→ Document→ SendProduct structure → Environment→ Product Structure



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Glossaryapplication

Program which can be started directly from a document info record to processan original application file. The data carrier and the path where the originalapplication files are stored in the file system are defined uniquely in the documentinfo record. Example:

� You can process a text file using the application Microsoft Word.BAPI

A standardized programming interface that facilitates external access to businessprocesses and data in the SAP System. You define Business ApplicationProgramming Interfaces (BAPIs) in the Business Object Repository (BOR)as methods of SAP business objects or SAP interface types. BAPIs offer anobject-oriented view of business components in the SAP system. They areimplemented and stored as RFC-enabled function modules in the FunctionBuilder of the ABAP Workbench.

baselineA snapshot of the processing status of all objects that describe a product orproject. A specific configuration is frozen in a baseline. This means that aspecific processing status is defined for all objects in a configuration folder ata specific point in time. A configuraiton that has been recorded in a baselinecan be reproduced at any time.

bill of materialA complete, structured list of the components that make up an object. The listcontains the description, the quantity, and unit of measure. The components areknown as BOM items. You can create the following BOM categories:

� Material BOM� Document structure� Equipment BOM� Functional location BOM� Sales order BOM

BOM applicationA procedure for automatically exploding the BOM for a section of a company,such as sales and distribution. The application is defined in Customizing, anddefines the following criteria for the search process:



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Glossary PLM100

� Ranking order of the BOM usage� Priority of one alternative in a multiple BOM� Production version from the material master record

BOM comparisonA reporting function that compares item data in a primary BOM with data in asecondary BOM. You have the following explosion options:

� Single-level or multilevel� Summarized or differentiated (for components used multiple times)� Selection of fields for comparison

BOM explosionA function for determining all components of a bill of material and listing them.You can explode a BOM to show the structure of the product or to show the totalquantity of each component. For multiple BOMs, you can define a procedure forautomatically determining the correct alternative BOM for a given area of thecompany (BOM application).

BOM headerThe part of a BOM containing data which is valid for the whole BOM. Examples:

� Object number, plant, and usage� Texts� Quantity data� Validity data� General data� Administrative data

BOM itemPart of a bill of material containing data which is valid for an individualcomponent. Examples:

� Item number� Material number of component� Quantity/unit of measure� Variable-size item data� Date/number/person responsible for last change� Validity period� Text

BOM statusA tool used to control processing of a BOM in different application areas.



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PLM100 Glossary

BOM usageA tool that allows you to maintain BOMs, for example, for material �LAMP�,for specific sections of your company. You can maintain a separate BOM foreach section in your company, for example, production, so that each section onlyprocesses the items relevant to that section. In Customizing, you can definewhich item statuses can be used in which BOM usage. For example, all items inBOMs with a certain usage are relevant to production. The usage is an importantselection criterion in the �BOM application�, which controls the automaticexplosion of BOMs.

CAD desktopInterface for CAD integration that enables you to edit documents and linksbetween documents both directly in the CAD system and from the SAP system.CAD structures are displayed in the CAD desktop via a fully configurable userinterface that enables you to display and manage a wide variety of documentinformation from the SAP system.

change master recordData record that contains all the information required for managing a change. Achange master record contains descriptive data, such as the reason for the change,and data with control functions, such as valid-from date and indicators for objecttypes. In addition to this data, which you can maintain directly, there is data thatthe system updates automatically, such as administrative data.

change numberA number used to uniquely identify a change master record. All changes madewith reference to a change number are controlled and logged by the changemaster record. Numbers can be assigned both internally and externally.

change typeThe change type controls the process flow of change objects in engineeringchange management. You can define this for an entire change master record,or for objects that are assigned to the change master, such as bills of materialor routings.

� The process flow is defined internally using the system status, and youcannot change it manually.

� The workflow workbench lets you define specific workflow tasks forspecific processing statuses. These tasks are monitored and controlledby the workflow manager.

� If you want to organize the business transactions for a specific processingstatus in more detail, you can define a status profile in Customizing andassign the profile to the change type. In the change master, this processflow is controlled by the user status.



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Glossary PLM100

characteristicProperty for describing and distinguishing between objects, such as length,color, or weight.

characteristic inheritanceAutomatic inheritance of characteristics within a class network or hierarchy. Thismeans that the characteristics are available in all subordinate classes and do nothave to be entered manually in each class within a path. Characteristics are onlyinherited by classes that do not already contain the characteristic.

check-inThe process of transferring the component content of the physical documentfrom an external application to the Knowledge Provider (KPro) and creatingall necessary administration data in KPro. There are two check-in scenarios:1. Check-in with preceding check-out Check-in without preceding check-out.Example of check-in with preceding check-out: A user has requested a documentfor processing by using check-out. Copies of the originals managed in the KProare provided to the user. The user can process the document with the relevantapplication (for example, Microsoft Word). During this time, the check-outadministrative data in the KPro ensures that no other user is processing the samedocument. Once the user has finished processing, the check-in process can beused to transfer the files to the KPro, thus revoking the check-out lock.

check-outProcess by which the content of components of physical documents is requestedusing an external application, a cope of the content of components of thephysical document is transferred from the SAP Knowledge Provider (KPro) tothe application, and the necessary administrative data is created in the KPro(check-out lock). Example: An application requests a Microsoft PowerPointpresentation for changes. KPro transfers the presentation to the application andcreates various administrative data. This administrative data has two mainfunctions: 1. The exported document must remain locked for other requests tochange for the entire duration of the check-out. 2. All information that enablesone-touch check-in is linked to the process. Once the user has finished processingthe document, the document can be transferred to KPro using a check-in process.

classA group of similar objects described by means of characteristics that they have incommon. For example, the following object types can be classified:

� Materials� Batches� Documents� Structures



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PLM100 Glossary

A class contains characteristics that describe the attributes of the objects to beclassified. The characteristics can only have allowed values defined for them.

class typeThe top-level unit for control for classes. Each class must be assigned to exactlyone class type. There is no connection between the individual class types. Theclass type is used to define a number of parameters, such as:

� The objects that can be classified in a class� Whether objects of different object types can be classified in the same class� Whether an object can be classified in more than one class of the same

class type� The class maintenance screens that can be processed

classificationThe assignment of objects to a class. When you assign objects to a class, youassign values for the object to the characteristics in the class.

configurable materialA material that can have different variants. For example, a car can have differentpaint, trim, and engines. Configurable materials have a super bill of material(BOM) that contains all the components for producing every variant of thematerial. Similarly, they have a super task list that contains all the operations.When a material is configured, only the components and operations needed fora variant are selected.

configuration definitionA container in which all configurations of a product or project in all its life cyclephases are collected. A configuration definition contains all configuration foldersand baselines from all life-cycle phases of a product or project.

configuration folderA folder that collects all objects that describe a product or project in a specificlife-cycle phase. At a specific time, the configuration folder contains theobjects that define the product at that particular time. In a configuration folder,you collect the objects required to determine specific configurations, such asdocuments and materials. Unlike baselines, configuration folders do not record aspecific processing status of the objects. The configuration folder is a templatefor creating a baseline.

configuration profileAn object in which you enter configuration parameters for a configurable object.Each configuration profile must be assigned to at least one class with a classtype that supports variant configuration.



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Glossary PLM100

constraintThe interdependencies between objects and their characteristics. A constraintis used as a dependency in variant configuration.You can use constraints to setcharacteristic values or to check the consistency of assigned values. In variantconfiguration, you can use constraints to address different assemblies in a BOM,between which interdependencies exist.

documentInformation medium for information that is intended either for the userresponsible or for data exchange between systems. Depending on the type ofdocument (for example, engineering drawing, program, photo, or text), differentdocument data is managed.

document info recordMaster record containing all information necessary for managing a document.The data is sorted according to various criteria. A document info recordcontains both descriptive data (such as language and laboratory) and controldata (such as change number and status). In addition to this data, which youcan maintain directly, there is data that the system updates automatically, suchas administrative data.

document managementA set of integrated functions which allows you to manage different types ofdocuments.

document partTerm for dividing a document into several documents. Versions are maintainedseparately for each document part. Example: The individual pages of a designdrawing are recorded as document parts under one document number.

document statusInstrument for controlling current document processing. For each document type,a status network can be defined that has one or more previous statuses specifiedfor a document status. The status type lets you assign properties to a status.

document typeA categorization of documents in document management according to theirdistinguishing characteristics and the organizational procedures that result fromthem.

ECL viewerTool for enterprisewide graphical display of the original application files of adocument info record. The integrated viewer displays all generally available 2Dformats and 3D models. By using the redlining function, you can enter remarksand comments about an original application file. Example: In a CAD system(such as AutoCAD), a design drawing is created (*.DWG) and transferred to theSAP system. This design drawing is also to be displayed on front-end computersthat have no access to a CAD system. The first step converts the data to a



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PLM100 Glossary

more readily available format. For example, the *DWG file is converted to*TIF format. The new TIF file is entered as an original application file of thedocument info record. In Customizing for document management, it is definedthat the display of TIF files starts the viewer. When you display a TIF file in thedocument info record, the viewer is started automatically.You enter remarks andcomments and send them to the engineer.

effectivity typeThe conditions under which changes are effective. The effectivity parameters foreach type determine the conditions defined.The effectivity parameters for each type determine the conditions defined.Example: effectivity type SERNR (serial number) �this effectivity type has thefollowing parameters:

� Material number (single value)� Serial number (open interval)Changes are effective for a specific material and a specific range of serialnumbers.

engineering change managementA component that allows objects to be changed with history. The differentprocessing states of the object are saved. All changes are made with reference toa change master record.

engineering change orderA change master record created as an engineering change request (ECR). Afterdefined checks, an ECR is converted to an engineering change order (ECO). AnECO ensures that all the steps required to make the change follow a predefinedsequence.

engineering change requestChange master record created with reference to a change type, that defines aprocedure for the change. Change objects cannot be processed with reference toan engineering change request (ECR). The person responsible must approve theECR and convert the ECR to an engineering change order (ECO).

HTTP content serverThe SAP Knowledge Provider (KPro) can use different physical storage media.These are described as content servers. A content server may be used forseveral content repositories. Example:If texts created for the help applicationin the SAP system are stored on an HTTP content server, this server, togetherwith all the software components that are required to access the documents, isa content server. At the same time, several content repositories can exist onthe same system.



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Glossary PLM100

industry sectorThe industry sector groups together companies according to their activity, suchas plant engineering and construction, mechanical engineering, the chemicalindustry, and the pharmaceutical industry.Table-driven program support isprovided according to industry sector, for example, the selection of data fields onscreens, for the sequence of the screens, and the assignment of material types.

item categoryAn object that defines items in a BOM according to criteria such as the objecttype of the component, for example, material master record or document inforecord.The item category controls the following:

� Screen sequence� Field selection� Default values� Material entry� Inventory management� SubitemsExamples: stock item, non-stock item, and document item.

item statusA range of indicators stored for a BOM item. The availability of the indicatorsis determined by the definition of the BOM usage, for example, production.The indicators control:

� Processing of the BOM item in related application areas, for example, itemrelevant to production→ transfer to planned order

� Selection of items in the BOM explosionKnowledge Provider

SAP Knowledge Provider (KPro) is integrated in SAP Web Application Serverand is used for managing objects with a document-like character. KPro providestransparent and generic functions that can be integrated by various applications.SAP Knowledge Provider thereby provides a cross-application, cross-media,information technology infrastructure.

Life-Cycle Data ManagementPart of mySAP Product Lifecycle Management. A suite of tools for creatingproduct and process data and adapting it in all phases of the development andproduction cycle. For example, the following data is processed:

DocumentsBills of materialTask lists



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PLM100 Glossary

Variants and object dependenciesMaterial mastersCAD information

life-cycle phaseA stage in the life of a product or project that is of commercial importancefrom the point of view of a company. A product can go through the followinglife cycle phases:

� Sales and distribution� Specification� Engineering� Work scheduling� ProductionThe life-cycle phases of configuration management can be defined inCustomizing.

material master recordA data record containing all the basic information required to manage a material.This data is sorted according to various criteria.A material master record contains data of a descriptive nature (such as size,dimension and weight) and data with a control function (such as material typeand industry sector). In addition to this data, which can be directly maintainedby the user, it also contains data that is automatically updated by the system(such as stock levels).

material statusIndicator in a material master record that restricts the use of a material. You canrestrict the use of a material for certain functions by assigning it , for example,the status �test part�. Tables are used to define how the system is to respond inindividual applications, for example, with an error message or a warning, incase of unpermitted use of a material.

object dependenciesThe mutual dependencies between objects. Object dependencies can be definedbetween characteristics and characteristic values such that 21-speed gearsare only allowed for racing bicycles. They can also be defined to ensurethat the correct BOM items and operations are selected when an object isconfigured.They can be described in a dependency editor using a special syntax.There are different types of object dependencies for different purposes.

object linkA function for linking various SAP objects (such as materials, change numbers,BOMs) to a document. In Customizing for document management, you definewhich objects can be linked to each document type.



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Glossary PLM100

object management recordA data record that describes and controls a change to an object in the changemaster. Object management records can only be entered for certain changeobjects: Object management records can only be entered for certain changeobjects:

� Bills of material� Task lists� Document� Materials

original application fileA file that contains the actual document information.

plantOrganizational unit within logistics, serving to subdivide an enterprise fromthe point of view of production, procurement, maintenance, and materialrequirements planning (MRP). A plant is a place where materials are produced,or where goods and services are provided.

plant assignmentYou can extend the area of validity of a BOM by assigning the BOM to one ormore plants.These related BOMs in different plants are identified by the sameinternal BOM number.

Product Lifecycle ManagementA suite of solutions for creating and maintaining digital product informationcompany-wide and throughout the life cycle of a product, and making it availableon the Internet. PLM combines the management of product and process datawith other applications. A range of functions from the following applicationsis available:

Life-Cycle Data ManagementProgram and project managementLife-cycle collaborationEnvironment, health, and safetyAsset lifecycle managementQuality management

release keyA component in a change master record which controls the release of objectchanges for different areas in a company. You can release changes globally or forindividual areas such as costing, planning, or production at a specific point inprocessing.



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PLM100 Glossary

RFCCall of a function module that runs in a different system (destination) fromthe calling program. Connections are possible between different <ZH>SAPsystems</> and between an SAP system and a non-SAP system. In non-SAPsystems, instead of function modules, special programmed functions arecalled, whose interface simulates a function module. We distinguish betweensynchronous, asynchronous, and transactional function calls. The called systemis accessed via the RFC interface.

routingA description of the production process used to manufacture plant materials orprovide services in the manufacturing industry. A routing contains sequencesof operations. An operation describes how a work step is to be executed. Thegrouping of operations in sequences allows you to map parallel or alternativeprocess flows. An operation may occur in more than one sequence. Severalsimilar routings and their operations are collected in a group. An operationcan be divided into suboperations to provide a more detailed description. Anoperation or suboperation can refer to the work center where it is executed. Anoperation or suboperation contains the required activities. An operation may alsorequire a certain quantity of material components or production resources andtools. You can use a routing for the production of several plant materials. It isused as a template for production orders and run schedule headers.

secure storage areaA protected storage area for original application files of a document info record.For security reasons, this area is not accessible from the file system of a front-endcomputer. You can only transport original application files to the secure storagearea and edit them again with the maintenance functions for a document inforecord in document management You can use the following secure storage areas:

� Storage systems that are controlled using document management:

� SAP database (part of the standard SAP system)� Vault (defined in Customizing for document management)� Archive (SAP ArchiveLink interface)

� Storage systems that are controlled by the Knowledge Provider, such as:

� HTTP content server� SAP database

selection conditionDependency type used to define that a value must be assigned to a characteristic,or a BOM component must be selected, if a specific value is assigned to aspecific characteristic.



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Glossary PLM100

value assignmentEntry or selection of one or more values for the characteristics of an object.

variant configurationDescription of complex products that are manufactured in many variants (forexample, cars). All variants are defined as one variant product. The variantproduct has a bill of material, containing all the components that can be used inthe product, and a super task list, containing all the operations that can be used tomanufacture the product. By assigning the variant product to a class, you assigncharacteristics to the variant product. You use these characteristics to describean individual variant. Object dependencies ensure that the correct componentsare selected from the super BOM and the correct operations are selected fromthe super task list.

versionThe creation of a derivation relationship between two documents. Therelationship is in the direction of document 1 to document 2, where document2 has been derived from document 1 using a certain criterion.In KnowledgeProvider (KPro), the term versioning is a superordinate term for various subtypesof versioning. These subtypes can be defined by various versioning relationshipclasses. The following versioning relationship classes are defined in KPro:

� Format versioning

The format has changed

� Language versioning

The language has changed

work centerAn organizational unit that defines where and when an operation must beperformed.The work center has an available capacity. The activities performedat or by the work center are valuated by charge rates, which are determined bycost centers and activity types. Work centers can be:

� Machines� People� Production lines� Groups of craftsmen

workflowSequence of steps processed either by people or by the SAP system. Thechronological and logical sequence of steps, linked to the evaluation ofconditions, is monitored by the workflow manager and can be controlled flexiblywith event-related response mechanisms. From a technical point of view, aworkflow is represented by a workflow work item (type F).



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IndexAaction, 118ALE, 160alternative date, 134application, 14, 17assembly, 56Bbaseline, 149bill of material, 55, 104, 106,116, 120, 131, 149, 160

BOM comparison, 61BOM copy, 60BOM explosion, 61BOM header, 57BOM status, 57�58CCAD, 14, 30CAD desktop, 31CAD interface, 30cFolders, 175change master record, 131�132change notification, 168change number, 134characteristic, 74, 113, 115characteristic value, 74check-in, 16check-out, 17class, 73, 75, 115class hierarchy, 77class type, 73, 75classification, 72�73, 76client, 40client level, 40collaboration, 175

collaborative, 178competitive, 178Complementary SoftwarePartner, 32

component, 56configurable material, 113configuration folder, 149configuration management,149, 160

configuration profile, 117constraint, 118costing BOM, 56cProjects, 189Ddata type, 74distribution order, 161distribution packet, 161distribution unit, 161document, 38, 59, 131, 160, 175document info record, 13, 149,166

document part, 13document search, 166document status, 14document structure, 55document type, 13EECL viewer, 17effectivity type, 137engineering BOM, 56engineering changemanagement, 131

engineering change order,131�132, 136



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engineering change request,131�132, 136, 168

engineering workbench, 104equipment BOM, 55Ffile, 13functional location BOM, 55Ggroup, 39group BOM, 60HHTTP content server, 16Iindustry sector, 36interface, 14Internet Transaction Server,166, 168

item category, 59item status, 57�58KKnowledge Provider, 16KPro, 16LLDM, 3Life-Cycle Data Management,3

life-cycle phase, 149Mmain working level, 38material, 72�73, 102material BOM, 40, 55material BOM browser, 61material master, 36, 38, 56, 106material master record, 36, 131,149, 160

material number, 36material requirements planning,106

material status, 39�40material type, 36MRP, 106Oobject dependencies, 117�118object link, 15object management record,134�135

object type, 134operation, 101�102order BOM, 117, 121order change management, 139original application file, 13, 15,17, 59, 166

Pplanned order, 106plant, 37, 39�40, 60, 100plant assignment, 60plant BOM, 60PLM, 3PLM interface, 29precondition, 118procedure, 118Product Lifecycle Management,3

product replication, 160product structure browser, 160production BOM, 56production order, 106, 139production resource/tool, 102purchase order, 106purchase requisition, 106Rrelease key, 132, 138routing, 100�101, 104, 117,120, 131

Ssales order, 117, 120search, 72secure storage area, 13, 16



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PLM100 Index

selection condition, 118serial number, 137status, 14status network, 136storage location, 37subitem, 56supply chain management, 106Ttask list, 100time interval, 137Uuniversal BOM, 56

Vvalidity, 134, 137variant configuration, 113version, 13view, 37, 41Wwhere-used list, 61work center, 100�102workflow, 136ZZusatzdatenebene, 38



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FeedbackSAP AG has made every effort in the preparation of this course to ensure the accuracyand completeness of the materials. If you have any corrections or suggestions forimprovement, please record them in the appropriate place in the course evaluation.



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