932 scen overview en cn

8/7/2019 932 Scen Overview en CN

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Investment Management in Plant

MaintenanceSAP Best Practices for Chemicals (China)

SAP Best Practices



© SAP 2008 /

Purpose

The purpose is to describe business processes related to Investment

Management within Plant Maintenance.

Purpose and Benefits:

Scenario Overview



© SAP 2008 /

Required SAP ECC 6.03

Company roles involved in process flows Plant Maintenance Specialist

SAP Applications Required:

Scenario Overview



© SAP 2008 /

Overview

The Investment Management (IM) component provides functions to support

the planning, investment, and financing processes for:

• Capital investments, such as the acquisition of fixed assets as the result of-

house production or purchase

• Investments in research and development

• Projects that fall primarily under overhead, such as continuing education of

employees or establishing new markets

• Maintenance programs

The term investment, therefore, is not limited only to investments youcapitalize for bookkeeping or tax purposes. An investment in this context can

be any measure that initially causes costs, and that may only generate

revenue or provide other benefits after a certain time period has elapsed (for

example, plant maintenance).



© SAP 2008 /

Features

Application module IM (Investment Management)

Application module PS (Project System)

Module IM for overall planning, budgeting and controlling of

Investment projects, Maintenance projects and operational

maintenance activities

Module PS as planning and controlling tool for individual measures

Maintenance work orders as cost collector for handling of operational

and project-related activities

Fully integrated process of Financials, Asset-Accounting, Controllingand Plant Maintenance



© SAP 2008 /

The Asset Life-Cycle

OperatingOp

erating

Production

Maintenance

Quality assurance

Research &Development

Asset

retirement

Decision for Investment

Construction

Projection

Procurement

process

BuildingAssembling

EAM


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General Program structure

• Shows the structure of

the enterprise

• Based on technical

structure



Integration IM/PS and PM

Investment program

Projects

Work

order

Maintenance program

Projects

Work

order



Invest Program Structure



Maintenance Program Structure



Budgeting Maintenance

IM-Program

position

D i s

t r i b u t i o n

Work order

BudgetBudget

BudgetBudget

Planned

Values

Actual Costs

Active availability

check

Aggregation

assignments by

Functional

location



Process Cost planning

Cost planning based on: • Objects - Count / Types

• Scale of planned measures

• Components and services

• Estimation of unplanned measures

Budget

Actual

Compares Modifying

Costs: • Workt

• Components

• other costs

Reporting

Adjustment



Example: Scenario Plant Maintenance

CH-MAINT

BP01

PRO

OP

Program:

Projects:

Pr 1.1

Pr 1

Pr 1.2 Pr 1.3

K1

PROD

K2 K3

Plan

Plan

Budget

Cost center

Ball system1

BP01-PM-20

Plan

BP01

KMA

KMA1

Technical structure:

Work order

Cost centerWBS

Internal laborComponents

Settlementto cost centger

Ball system2

Ball system3

Operational Maintenance



Fiscal year changing

Program position 2006Program position 2006

BudgetBudget10001000

Distrib.Distrib.10001000

Work order 1Work order 1closedclosed 300300

Project XProject X 600600

Work order 2Work order 2closedclosed 100100

J F M A M J J A S O N D

2006

Program position 2007Program position 2007

Budget year beforeBudget year before 600600Budget newBudget new 30003000

WholeWhole 36003600distributeddistributed

Project YProject Y 10001000

Work order 3Work order 3 10001000

J F M A M J J A S O N D

2007

Project XProject XBudgetBudget 600600+ Addition+ Addition 10001000

Year changing

n e w

n e w



Reporting

Example: AvailabilityProgram 2006Program 2006

BudgetBudget Act. ObligoAct. Obligo Avail.Avail.

Roll-up

BudgetBudget ActualActual ObligoObligo Avail.Avail.

Program position

assignedassignedoperative Objectsoperative Objects

Work order 1Work order 1

Work order 2

Project XProject X

Project YProject Y

1300 800 200 300

100100 2020 -- 8080

200200 180180 5050 -30-30

400400 150150 100100 150150

600600 450450 5050 100100

!



Scenario Overview

Measure

Budgeting

Measure

Structuring

Close of Measure

Measure

Planning

Execution of

Measure

Release of

Measure

InvestmentManagement

Reports

Fiscal Year Changing of

Programs

Program

Budgeting

Program

Structuring

Program

Planning

(costs)

Business Requirement: Support planning, investment, and financing processes for

investment programs and maintenance programs

932 scen overview en cn

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