SAP PM Overview Clean
-
Upload
stephanie-ratliff -
Category
Documents
-
view
273 -
download
5
Transcript of SAP PM Overview Clean
-
8/12/2019 SAP PM Overview Clean
1/71
SAP Plant Maintenance Module Overview
-
8/12/2019 SAP PM Overview Clean
2/71
2
Agenda
Introductions
PM Module Structure
Customer Service Module
SAP Integration
PM Module Implementation
Questions, Discussion, Follow Up Actions
Appendix ! SAP Screen Captures "ver #$%&'
-
8/12/2019 SAP PM Overview Clean
3/71
3
Plant Maintenance Module Structure
-
8/12/2019 SAP PM Overview Clean
4/714
R/3R/3Client / ServerClient / Server
ABAP/4ABAP/4
FIFIFinancialFinancial
AccountingAccounting
COCOControllingControlling
AMAMFixed AssetsFixed Assets
Mgmt.Mgmt.
PSPSProectProectS!stemS!stem
"F"F"or#$lo%"or#$lo%
ISISIndustr!Industr!SolutionsSolutions
MMMMMaterialsMaterials
Mgmt.Mgmt.
&R&R&uman&umanResourcesResources
S'S'Sales (Sales (
'istri)ution'istri)ution
PPPPProductionProduction
PlanningPlanning
*M*M*ualit!*ualit!Mgmt.Mgmt.
PMPMPlantPlant
MaintenanceMaintenance
SAP Database Integration
-
8/12/2019 SAP PM Overview Clean
5/715
SAP Data Structure
Con(iguration
Implement Design Decisions
)er* +imited Access
est Across all Modules
Ca$ -.. PM con(iguration nodes
Master Data
/0uipment 1 Functional +ocations
Materials
)endors
Personnel
+imited Access
ransactional Data
/ntered &* personnel doing t2e wor3
Single /ntr*
-
8/12/2019 SAP PM Overview Clean
6/716
Key Benefits of SAP Plant Maintenance Module
4ecords 5istor* to +ocation and /0uipment
Captures all Costs (or a 6or3 Order
Direct +in3 to Store room "M4O'
Direct +in3 to Purc2asing
A&ilit* to C2ec3 (or /0uipment Spares
A&ilit* to )iew 6or3 +oad Capacities
Allows (or Maintenance 4eporting
Allows (or Comparison o( Planned and Actual Costs
+in3s /0uipment to Plant +ocations
rac3s and Sc2edules Preventive Maintenance
Allows Sc2eduling o( S2utdowns 1 urnarounds
-
8/12/2019 SAP PM Overview Clean
7/717
Master Data
/0uipment
Master
Functional +ocation
as3 +ist
7ill o( Materials
6or3center
Classi(ication
SAP PM Organi8ational /lements
6or3 Order
Management
9oti(ication
6or3
Order
Planning
Sc2eduling
: /xecution
4eport
+a&or
Material
Ac0uisition
4eport
5istor*
Preventive
MaintenanceMaintenancePlans and
ItemsStrateg*
Sc2eduling
Planner ;roup
Measurements
-
8/12/2019 SAP PM Overview Clean
8/718
Technical Object - Is It An Eui!"ent # $unctional %ocation or Material&
/0uipment Can Move From Place o Place
Can 7e Used For )arious Functions
9eed o rac3 +ocation 5istor*
5as Manu(acturer 1 Model Details
Functional +ocation
C2anges In(re0uentl*
5as a De(ined Structural 5ierarc2*
Used o +ocate 6it2in Organi8ation
Material
Interc2angea&ilit*
Usage rac3ed &* Serial 9um&er
-
8/12/2019 SAP PM Overview Clean
9/719
Master Data
-
8/12/2019 SAP PM Overview Clean
10/7110
O&=ectsO&=ects
Documents1Documents1
drawingsdrawings
Partners1customerPartners1customer
contactcontact
personspersons
+ocation+ocation
Classi(icationClassi(ication
Multi>lingualMulti>lingual
textstexts
UsageUsage
+i(e rail+i(e rail
Con(igurationCon(iguration
CountersCounters
-- ?? @@
PressurePressure
..
-.-.
?.?.#.#.
@.@.
%.%.
..
B.B.
Location A
Location B
xx
xx
x
x
x
ServiceService
organi8ationorgani8ation
ec2nicalec2nical
Technical Object Master Data - Eui!"ent
-
8/12/2019 SAP PM Overview Clean
11/7111
Site
+ocation
5ierarc2*
Plant
5ierarc2*
Compan*
/0uip$ *pe
Uni0ue ID 9um&er
Detailed
5ierarc2*
RA-TWK-120-BOILER1-PUMP-012
/0uip$ +ocation
Department
Technical Object Master Data ' $unctional %ocation ' Eui!"ent Based
-
8/12/2019 SAP PM Overview Clean
12/71
12
Site
+ocation
5ierarc2*
Plant
5ierarc2*
Compan*
Cu&ical
Item
Detailed
5ierarc2*
RA-TWK-005-501-501A6-Printer
4oom
7uilding
Technical Object Master Data ' $unctional %ocation ' %ocation Based
-
8/12/2019 SAP PM Overview Clean
13/71
13
Process
Process
5ierarc2*
Su&>Process
5ierarc2*
Compan*
Unit Operation
Item
Detailed
5ierarc2*
RA-SULF-3-301A-DRY-PIT301M3
P:ID Diagram
Processing Step
Technical Object Master Data ' $unctional %ocation ' P(ID Based
-
8/12/2019 SAP PM Overview Clean
14/71
14
Install an Eui!"ent in a $unctional %ocation
One or more pieces o( e0uipment can &e installed in a (unctional
location
/0uipment in2erits location &ased data w2en installed
4oom
Operating department
C2arge codes
4esponsi&le maintenance team
Movement 2istor* &etween (unctional locations recorded
-
8/12/2019 SAP PM Overview Clean
15/71
15
F+OC +ower
Functional +ocation
5ierarc2*
/0uipment
5ierarc2*
F+OC Upper
Assem&l*
Materials
Materials
5ierarc2*
Su& /0uipment
/0uipment
)o"bined $unctional %ocation# Eui!"ent# Materials *ierarchy
-
8/12/2019 SAP PM Overview Clean
16/71
16
6or3 Is
Identi(ied
9oti(ication Made7* Customer
6or3 Order Is
Created 7* 2e6or3 Center Or
Mec2anic
4ecord
62at
6as Done
Maintenance
C*cle
+or, Order Processing
-
8/12/2019 SAP PM Overview Clean
17/71
17
otification .ersus +or, Order
9oti(ication
6or3 4e0uest
Captures Damage and 4epair 5istor* "using standard codes'
4ecords Downtime 5istor*
6or3 Order
Sc2eduling and Planning
Captures Cost 5istor* "+a&or : Materials'
4ecords Personnel 5istor*
Data is Arc2ived Periodicall*
-
8/12/2019 SAP PM Overview Clean
18/71
18
6or3 Order Processing
-
8/12/2019 SAP PM Overview Clean
19/71
19
Turnaround Scheduling Techniues
Assign Orders to a 4evision
9etwor3 PM Orders Operations
Pro=ect S*stems 6or3 7rea3down Structure
Pro=ect S*stems 9etwor3 and Activities
/xport1Import 67S to /xternal Pro=ect
Management ool "Primavera, MS Pro=ect'
-
8/12/2019 SAP PM Overview Clean
20/71
20
+arranty $unctionality
Customer or )endor 6arranties
ime 7ased, Condition 7ased "mileage' or 7ot2
Pop>up dialog &ox i( e0uipment is under
warrant* w2en doing repairs$
-
8/12/2019 SAP PM Overview Clean
21/71
21
+or, )learance Manage"ent
+oc3 Out 1 ag Out Functionalit*
Pre De(ine +ist o( +O 1 O Points
/nter transaction in SAP w2enE
/0uipment is read* (or +O1O
/0uipment 2as &een +O1O
/0uipment is read* to &e put &ac3 in service
/0uipment is &ac3 in service
4ed 1 ellow 1 ;reen 5eads Up Displa*
Created (or nuclear power industr*
Preventive Maintenance
-
8/12/2019 SAP PM Overview Clean
22/71
22
Maintenance Strateg!
Tie B!"e# $r %$&nter B!"e#Li"t $' A(!i)!*)e Fre+&en,ie" .!,/!e"%!)) $ri$n PMI $r#er ,re!te# *e'$re #&e #!teS4i't F!,t$r )!te ,$.)eti$n #e)!" net PMI
+as# ,istLi"t $' O.er!ti$n"
E"ti!te# D&r!ti$n $' 7 $*Re+&ire# P!rt"Fre+&en,ie" .!,/!e"Str!te
Fre+&en,O.ti$n"
Maintenance Item
E+&i.ent 8&*erT!"/ Li"tStr!te
Maintenance Plan9r$&. Ite" T$et4er
%!)) $ri$nS4i't F!,t$rM!inten!n,e IteStr!te
Sc-edule PlanSt!rt P)!nRe",4e#&)e P)!nIe#i!te %!))
M!n&!) %!))
%re!te PMI W$r/$r#er
'e$ault Call&orion (S-i$t Factor
e e t e a te a ce
-
8/12/2019 SAP PM Overview Clean
23/71
23
Customer Service Module
-
8/12/2019 SAP PM Overview Clean
24/71
24
)usto"er Ser.ice Module
Maintain Customer1Client /0uipment
Similar Functionalit* as Plant Maintenance Module
Increased Sales and Distri&ution Module Integration
Call Center Functionalit*
Uses Same Personnel as PM Module
Pro(ita&ilit* Anal*sis
-
8/12/2019 SAP PM Overview Clean
25/71
25
SAP Integration
-
8/12/2019 SAP PM Overview Clean
26/71
26
Effects of Integration on I"!le"entation and Maintenance of Syste"
Integrated pro=ect plan wit2 ot2er SAP modules
C2anges in PM Con(iguration A((ect Ot2er Modules 4egression testing o( all modules Ot2er modules a((ect PM
Corporate wide c2ange control procedures
Corporate maintenance o( 2ardware 1 so(tware
)isi&ilit* o( PM details to corporate organi8ation
Integration vs$ 7est o( 7reed Inter(aces (or data trans(er not re0uired SAP corporate sta&ilit* Continued so(tware development American SAP Users ;roup "ASU;'
+imited a&ilit* to modi(* &e*ond &uilt In con(iguration Customer exits &uilt into man* screens Additional ta&les can &e &uilt
A7AP and ta&le modi(ications strongl* discouraged
Integration Points
-
8/12/2019 SAP PM Overview Clean
27/71
27
g
FI1CO > Accounting
General Ledger Codes
Cost Centers
Activity y!es
Co"!any Codes
#lant Codes$ettle"ent %&les
$ettle"ent Codes
Cost %e!orts
'&dgeting
Accr&als
(nvoice )eri*ication
Acco&nts #aya+le
AM > Asset Management
Asset ,asters
Lin-ed to ./&i!"ent
54 > 5uman 4esources
."!loyee &"+ers
$ta**ing rganiational de!art"entorganiational &nit !osition etc
Lost i"e vacation sic-ness etc
#ayroll
$-ills and &ali*ication
raining
CA$ cross a!!lication ti"eseet
$i*t $ced&les
PS > Pro=ect S*stem
#roect &"+ers
'$ :or- +rea-do:n str&ct&re
$ced&le Large #roects;&rn Aro&nds
Ca!ital .
(nvest"ent ,anage"ent '&dgeting
Assets =nder Constr&ction
MM > Material Management
#&rcase %e/&isitions;rders
#&rcase A!!roval
&tline Agree"ents service contracts
%eceiving)endor ,asters
e'&siness
.
rans!ort rders
%estoc-ing ,%#
%ota+les;%e!aira+les
ooling
Integration Points
-
8/12/2019 SAP PM Overview Clean
28/71
28
g
PP > Production Planning
#rod&ction #ersonnel doing
,aintenance tas-s
Cross A!!lication i"e $eet
?o:nti"e $ced&ling *or
#rod&ction ./&i!"ent&rnaro&nd $ced&ling
#rod&ction ooling $et&!
QM ! Qualit* Management
#&rcase (ns!ections
(nstr&"ent Cali+rations
ooling Cali+rations
Data 6are2ouse
?ata .
4 e l a t i o n s 2 i p & e t w e e n P l a n t M a i n t e n a n c e a n d F I 1 C O
-
8/12/2019 SAP PM Overview Clean
29/71
29
F I 1 C O
C o s t C e n t e r
G P r o d u c i n g G
A c t i v i t *
, * p e s
#ayroll
'ene*its
1ver7ead4etc>
P l a n t M a i n t e n a n c e
&
nctionalLocation$tr&ct&re
ClassandC7aracteristics
9or-Center
#lannerGro&!
Co
stCenter3:7o!ays*orre!air5
ClassandC7aracteristics
,an&*act&rer
,odel
& n c t i o n a l
L o c a t i o n
. / & i ! " e n t
, a s t e r
6 o r 3 C e n t e r
6 o r 3 O r d e r
D D
D D
) a l & e C a t e g o r ie sL a + o r 4 ( n t e r n a l >> > > > > > g r o & ! o * G L s
L a + o r 4 . < t e r n a l> >> > > > g r o & ! o * G L s
, a t e r ia l 4 ( n t e r n a l >> > > g r o & ! o * G L s
, a t e r ia l 4 . < t e r n a l > >> g r o & ! o * G L s, i s c > > > > >> > >> > >> > >> > >> > > > >> g r o & ! o * G L s
:;r < L!*$r $&r"
P u r c 2 a s e O r d e r s g l A s ! a r e ! a r t s g l A s & ! ! l i e s g l A c o n t r a c t l a + o r g l A > > > > > >
M a t e r i a l s
3 , , 5 g l A i n t e r n a l " a t e r i a l
S e t t l e m e n t
3 $ e t t l e " e n t r & l ei s d e * a & l t e d + & tc a n + e c 7 a n g e d 5
F I 1 C O
P S
C o s t C e n t e r
G 4 e c e i v i n g G
g lA c t iv i t y t y ! e s e t c >
6 7 S
P r o = e c t
I n t e r n a l
O r d e r s
O t 2 e r s
g l
A c t iv i t y t y ! e s e t c >
-
8/12/2019 SAP PM Overview Clean
30/71
30
PM Module Implementation
-
8/12/2019 SAP PM Overview Clean
31/71
31
Ty!ical Project Stages
Scope De(inition
7lue Print P2ase or-so!s (n*or"ation disse"ination and decision "a-ing lo: Carting #rocesses '&siness #rocess ?escri!tions
4eali8ation P2ase
Con*ig&ration $cri!t :riting esting $ec&rity and role develo!"ent (n*rastr&ct&re Cange ,anage"ent
raining
;o +ive ?ata Load C&tover =ser $&!!ort
-
8/12/2019 SAP PM Overview Clean
32/71
32
I"!le"entation Tea"
Management Steering CommitteeFull ime eam Mem&ers
ecnical +ect $tr&ct&ring ; ?ata Clean&! ; Loading or-order #rocessing #reventive ,aintenance ,% ,aterials $tr&ct&ring ; ?ata Clean&! ; Loading
Part ime eam Mem&ers ./&i!"ent .ngineering ,aintenance $ced&ler raining Cange ,anage"ent
SAP Pro=ect Personnel $ec&rity A'A# 'atc Eo+s
ecnical (n*rastr&ct&re %egression esting
SAP Plant Maintenance ConsultantsData Conversion eam ! Legacy $yste" ?o:nload ield $&rveyClean =! ?ata Load
Part time A7AP programmer ! $o! !a!ers design c&sto"&!load !rogra"s c&sto" re!orts>
-
8/12/2019 SAP PM Overview Clean
33/71
33
Ty!ical MS Project Plan
-
8/12/2019 SAP PM Overview Clean
34/71
34
SAP Infrastructure
Sand&ox client (or concept testing
Development client (or integration and unittesting
Qualit* assurance client (or s*stem testing andc2ange control
raining client (or training exercises
Production client
Production &ac3up client
-
8/12/2019 SAP PM Overview Clean
35/71
35
-
8/12/2019 SAP PM Overview Clean
36/71
36
-
8/12/2019 SAP PM Overview Clean
37/71
37
Data )on.ersion
+egac* s*stem download
Determination o( data to &e captured in SAP and mapping toSAP Fields
Develop SAP classes and c2aracteristics
Field veri(ication o( data
4ecords room supplement o( legac* data
Data cleanup "MS Access'
Data upload testing and veri(ication
Data upload to production
Using SAP (unctionalit*
Using custom upload programs
Using t2ird part* scripting program
-
8/12/2019 SAP PM Overview Clean
38/71
38
Data )on.ersion /!load $lo0chart
L$,!ti$n"
P#n W%"
AB% In#=
%$. Are!
E.)$eeRe,$r#"
MRO M!"ter"
FLO%"
E+&i.
BOM"
TL L$n TetFi)e"
Str!teie">
P!,/!e"
T!"/ Li"t"
Ite"
P)!n"St Bin"
M!"ter D!t!
P)!n= 9."
?en#$r"
P&r,4= In'$
PM W$r/ %ntr"
MRO Pri,e"
MRO St$,/St!t&"
8&*erR!ne"
%4!r!,teri"ti," E@ %)!""e"
E@ %4 ?!)&e"
E+ T.e"
Me!"&rin Pt"
%$n'i
A,ti(it T.e"
WO B!t,4Sett)eent
PMO D!teM$nit$rin
WO B&"ine""%$.)eti$n
%!te$r S&* %!t
T!*)e
Pr$'it
%enter"
A,ti(it P)!nnin
-
8/12/2019 SAP PM Overview Clean
39/71
39
De.elo! 1ole Based Security Profiles
7* de(ault SAP allows no access to transactions1screens$
Implementation team develops lists o( transactions re0uired (or eac2
=o& role$
Multiple =o& roles can &e assigned to individual user IDs
Additional securit* can &e de(ined &* plant code, e0uipment o&=ect
t*pe, wor3 order t*pe, etc$
Securit* testing covers &ot2 allowed and un>allowed transactions
-
8/12/2019 SAP PM Overview Clean
40/71
40
Key Design Points
Plant Structure
,odels yo&r cor!orate and "aintenance str&ct&re
Functional +ocation Structure Location +ased or !rocess +ased !rod&ction and engineering in!&t also
/0uipment
%e/&ire"ents to +e a !iece o* e/&i!"entF !&rcase cost istory trac-ing
6or3center Structure
Cra*t +ased sel* directed :or- tea"s !lanner gro&!s
as3 +ists
./&i!"ent or &nctional Location "<io!eration "<i!ac-age
Maintenance Plans $ingle or "<i ite"s !er !lan ti"e +ased or e/ +ased
M4O Items
$earcing strategy ,%# y!es
Data +oading
Legacy $yste"s rans*er #rogra""ed &!loads or "an&al c&tover ti"ing
-
8/12/2019 SAP PM Overview Clean
41/71
41
SAP Training )ourses
PM Overview ! @ da*s
Structuring and Managing ec2nical O&=ects ! ? da*sPreventive Maintenance and Service ! ? da*sMaintenance Processing ! Operational Functions ! ? da*s
Maintenance Processing ! Controlling Functions ! ? da*s
6or3 Clearance Management ! ? da*s
Document Management ! ? da*sClassi(ication ! ? da*s
Cross Application ime S2eet ! - da*s
-
8/12/2019 SAP PM Overview Clean
42/71
42
Questions, Discussion, Follow Up Actions
-
8/12/2019 SAP PM Overview Clean
43/71
43
Appendix E PM Module Screen Captures
-
8/12/2019 SAP PM Overview Clean
44/71
44
SAP PM Menu
$ ti l % ti St t
-
8/12/2019 SAP PM Overview Clean
45/71
45
$unctional %ocation Structure
E i t M t 1 d 2 l T b
-
8/12/2019 SAP PM Overview Clean
46/71
46
Eui!"ent Master 1ecord - 2eneral Tab
Eui!"ent Master 1ecord Organi3ation Tab
-
8/12/2019 SAP PM Overview Clean
47/71
47
Eui!"ent Master 1ecord ' Organi3ation Tab
)lassification Assign Eui!"ent to )lass
-
8/12/2019 SAP PM Overview Clean
48/71
48
)lassification ' Assign Eui!"ent to )lass
)lasses - )haracteristics
-
8/12/2019 SAP PM Overview Clean
49/71
49
)lasses - )haracteristics
Measuring Points
-
8/12/2019 SAP PM Overview Clean
50/71
50
Measuring Points
+or, )enters
-
8/12/2019 SAP PM Overview Clean
51/71
51
+or, )enters
otification +or,
-
8/12/2019 SAP PM Overview Clean
52/71
52
1euest
otification '
-
8/12/2019 SAP PM Overview Clean
53/71
53
*istory 1ecording
+or, Order '
* d
-
8/12/2019 SAP PM Overview Clean
54/71
54
*eader
+or,order '
O ti %i t
-
8/12/2019 SAP PM Overview Clean
55/71
55
O!erations %ist
+or,order '
)o"!letion
-
8/12/2019 SAP PM Overview Clean
56/71
56
)o"!letion
)onfir"ation
+or,order '
t , %i ,
-
8/12/2019 SAP PM Overview Clean
57/71
57
et0or, %in,age
%ist Edit
S h S
-
8/12/2019 SAP PM Overview Clean
58/71
58
Search Screen
' +or, Orders
%ist Edit
1esults
-
8/12/2019 SAP PM Overview Clean
59/71
59
-1esults
%ist Edit
1esults
-
8/12/2019 SAP PM Overview Clean
60/71
60
-1esults
)usto"i3ation
Multi-%e.el %ist Edit
S l ti S
-
8/12/2019 SAP PM Overview Clean
61/71
61
-Selection Screen
Multi %e.el %ist Edit
- 1esults Screen
-
8/12/2019 SAP PM Overview Clean
62/71
62
1esults Screen
)a!acity Planning
- Menu O!tions
-
8/12/2019 SAP PM Overview Clean
63/71
63
Menu O!tions
1e!orting Syste" - Selection
-
8/12/2019 SAP PM Overview Clean
64/71
64
1e!orting Syste" - 1esults
-
8/12/2019 SAP PM Overview Clean
65/71
65
Tas, %ist
- *eader Screen
-
8/12/2019 SAP PM Overview Clean
66/71
66
)reate Tas, %ist
-O!eration 4ie0
-
8/12/2019 SAP PM Overview Clean
67/71
67
Maintenance Plans
- Single )ycle
-
8/12/2019 SAP PM Overview Clean
68/71
68
Maintenance Plans
- Single )ycle
-
8/12/2019 SAP PM Overview Clean
69/71
69
Additional Data
- Scheduling
)onfiguration
Menu
-
8/12/2019 SAP PM Overview Clean
70/71
70
)onfiguration ode
-
8/12/2019 SAP PM Overview Clean
71/71
71