linear asset management operation account assignment fitt morrow rkt les 21june2010

SAP ERP 6.0 Enhancement Package5 - RKT ProjectLinear Asset Management (LAM)Operation Account Assignment (OAA)

Dean FittSolution ManagerIBU Oil and Gas

Kevin MorrowSolution ManagerIBU Utilities

© SAP AG 2009. All rights reserved. /

Disclaimer

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This presentation and SAP's strategy and possible future developments are subject tochange and may be changed by SAP at any time for any reason without notice.

This document is provided without a warranty of any kind, either express or implied,including but not limited to, the implied warranties of merchantability, fitness for aparticular purpose, or non-infringement. SAP assumes no responsibility for errors oromissions in this document, except if such damages were caused by SAP intentionallyor grossly negligent.”


Agenda

1. Linear Asset Management2. Operation Account Assignment


Agenda

1. Linear Asset ManagementIntroductionLinear Data ModelingWork ManagementInspection and Condition MonitoringSOA Enterprise ServicesReportingBAdI‘s

2. Operation Account Assignment


Challenges of Linear Assets

The location information can vary depending on the asset type e.g.Roads – Markers e.g. mileposts/kilometerposts, lane, direction, offsets, bridges, tunnels,signs etc.Rail – Mile or chain markers, track number, offset, switch, crossings, signals etc.Pipeline – Kilometer Point, compressor stations, valves, pig stations etc.

The linear aspect has to be reflected in:InspectionsConditionMaintenance and Repair

Linear Assets need to managed as a continuous asset with dynamic segmentation


Typical Attributes of a Linear Asset

A special type of asset which has an associated length dimension; this dimensionis represented by means of start points and end points or by specifying the assetlengthConfiguration has the complexity that components (or features) can be “installed”along its lengthAttributes can change frequently along its lengthTypically connected with other linear assets to represent an infrastructure networkor routeSubject to dynamic segmentation; multiple sets of attributes can be associatedwith any portion of an existing linear feature independently of where it begins orendsRequire a linear referencing method as a mean to describe and locate a positionalong its lengthPermanent referencing locations (markers or referencing locations) plus offsets areused as reference to describe the exact position along the linear asset


Linear Asset Management – Overall Concept

0,00km 529,8km

Func. Loc. A-A9

Equip. S02519

Equip. S02656

Char: surface concrete

Char: surface bitumen

Char: speed limit 120 km/h

Work order: 901961

Operation 0010

Operation 0020

Work order: 901989

Notification 1007423

Item 001 : onsite inspection

Item 002: surface damaged

Meas. Point: roughness

Meas. Doc: 1 µmm

Meas. Doc: 0,87µmm

Operation 0020

Operation 0020

© SAP AG 2009. All rights reserved. / Customer

Check Enterprise BusinessLOG_EAM_LINEAR_1 Function is Active

First Node of IMG or Transaction SFW5


Agenda

1. Linear Asset ManagementIntroductionLinear Data ModelingWork ManagementInspection and Condition MonitoringSOA Enterprise ServicesReportingBAdI‘s



Linear Data Fields

Field Description Values RemarksLinear Reference Pattern (LRP) Marker Schema LRP ID Only valid for Functional Location

and Equipment

Start Point Start point of Linear Asset Distance Value in UOM For point locations, the positionalong the Linear Asset is indicatedin this field

End Point End point of Linear Asset Distance Value in UOM

Length Length of the Linear Asset Length of Linear Asset in UOM

Unit of Measure (UOM) Unit of measure of the Linear Asset Miles, Kilometers etc.

Start Marker Milepost

End Marker Milepost

Distance From Start Marker Offset from Start Marker Distance Value in UOM

Distance From End Marker Offset from End Marker Distance Value in UOM

Unit of Measure (UOM) Unit of Measure for Marker OffsetDistances

Yards, Meters

Offset 1 Perpendicular Reference center lineright marginleft margin

Typically Perpendicular Offset e.g.right angles to center line

Unit of Measure (UOM) Unit of measure of the offset Yards, Meters; Degrees

Offset 2 Vertical Reference center lineground leveltunnel roof

Typically Vertical Offset

Unit of Measure (UOM) Unit of measure of the offset Yards, Meters


Linear Data Fields – Screen Layout


Linear Assets – Technical ObjectsLinear Data Fields applied to Functional Locations and Equipment

TEA-21 Empire Corridor, ……..

Linear Data Fields contenttraditional EAM content

start end length

TEA-21-3 Track 1, …..

TEA-21-2 Track 2, …..

0.000 460.000 460.000

0.000 460.000 460.000

0.000 150.000 150.000

Offset

0.000

0.000

0.000

TEA-21-2-T21 Turnout 21 Track 2, ….. 52.250 0.000

Ref

center

center

center

center

UoM

Mile

Mile

Mile

Mile

TEA-21-2-S03 Croton-Harmon Siding, ….. 50.300 52.250 2.200 0.500 centerMile

Sup. FL

TEA-21

TEA-21

TEA-21-3

TEA-21-2

UoM

yds

yds

yds

yds

yds

( functional location )equipment

850001 115 Lb/Yd AREA Rail, ….

850003 Concrete Tie, ....


850004 Concrete Tie 7x7x9, ....

0.000 52.250 52.250 0.000 centerMileTEA-21-3 yds




yds52.250 2

yds52.250 0.000

center

center

Mile

Mile

850005 Switch Stand, …

850006 Switch Frog, …

TEA-21-2-T21

TEA-21-2-T21


850012 HW 7x7x9, ....



850011 Concrete Tie, .... 0.000 53.250 53.250 0.000 centerMileTEA-21-2 yds

Offset 2

0.000

0.000

0.000

0.000

Ref

ground

ground

ground

ground

0.500 ground

UoM

yds

yds

yds

yds

yds

0.000 ground yds

0.000 ground yds

0.000 ground yds

0.000 ground yds

yds0.000

yds0.000

ground

ground

0.000 ground yds

0.000 ground yds0.000 ground yds


Linear Data Fields Based on Technical Object(Functional Location) Category Customizing


4,75m

2,15m

4,62m

4,60 km

0,80 km

Linear Data - Offsets

Offsets are used to define an exact location


Linear Data Fields in Functional Location


The Linear Data Fields in Classes andCharacteristics

For linear assets the valuation of characteristics has been enhanced with the LinearData Fields. The characteristic allows a multiple valuation so that each value can belimited in location and extension.

Examples:

Speed limit: t1 from x1 to y1t2 from x2 to y2

Surface: h3 from x3 to y3h4 from x4 to y4


Linear Referencing Pattern (LRP)Offsets can used to define location

MP1

MP4

MP5

MP6

MP7

MP8

MP9

MP3

MP2

Six Types of Markers

1. Classic Marker e.g. Milepost

2. Functional Location e.g. Bridge

3. Equipment e.g. Sign Gantry

4. Well Known Location e.g. Service Station

5. Well-known Functional Location

6. Well-known Equipment


Linear Reference Patter (LRP) Table


Relative Referencing – Use of Markers

Field Description Values Remarks

St.Marker Marker point or Well Know Location Mile Post, Mile Point, Meter Post,Reference Point

Dist. St. M. Distance From Start Marker Numeric Value - : negative number is distance form closest“up” Marker.

+ : positive number is distance from theclosest “down” Marker.

UoM Unit of Measure for Offset

End Marker Marker point or Well Known Location Mile Post, Mile Point, Meter Post,Reference location

Dist End Marker Distance from End Marker Numeric Value - : negative number is distance form closest“up” Marker.

+ : positive number is distance from theclosest “down” Marker.

Fields for Relative Referencing will be enabled through F4-Help in the Start and End Point aswell as Marker fields.


Mass Changes for Technical ObjectsFunctional Locations (also available for Equipment)


Agenda

1. Introduction2. Linear Asset Management

IntroductionLinear Data ModelingWork ManagementInspection and Condition MonitoringSOA Enterprise ServicesReportingBAdI‘s



Work Order: Header DataLinear data is assigned to the location tab


Linear Data Fields Fields in OperationsAvailable in Tabular and Detail View


Default Rules - 1Order Operations

Define default settings in the Customizing activity Define Change Docs, Collective Purc. Req.Indicator, Operation No. Interval by choosing Plant Maintenance and Customer Service ->Maintenance and Service Processing -> Maintenance and Service Orders -> Functions andSettings for Order Types -> Define Change Docs, Collective Purc. Req. Indicator, Operation No.Interval


Linear Data – Simplified/Basic OrderExample - simplified with one tab; direct access to linear data fields


Work Order Confirmation - Individual


Maintenance Plan Item with Linear DataInformation


Agenda





Notification Header with Linear DataInformation


Notification Item with Linear Data InformationTechnical Object and Linear Data Fields can be assigned


Default Rules - 2Assign Default Rule to Notification Type

Define default settings in the Customizing activity Define Default Rules for Linear Data inNotification Items by choosing Plant Maintenance and Customer Service -> Maintenance andService Processing -> Maintenance and Service Notifications -> Notification Processing ->Additional Functions -> Define Default Rules for Linear Data in Notification Items


The Linear Data Fields in Measuring Points


The Linear Data Fields in MeasurementDocuments


Agenda





SOA Enterprise Services

Enterprise Services allow external systems e.g. Geographical Information Systems(GIS) to communicate with the SAP ERP system.

The following existing SOA Enterprise Services have been be enhanced with theLinear Data Fields* :

Create, Change, Display Functional Location (Installation Point)InstallationPointERPCreateCheckQueryResponse_In_V1InstallationPointERPCreateRequestConfirmation_In_V1InstallationPointERPChangeCheckQueryResponse_In_V1InstallationPointERPChangeRequestConfirmation_In_V1InstallationPointERPByIDQueryResponse_In_V1

Create, Change, Display Equipment (Individual Material)IndividualMaterialByIDQueryResponse_In_V1IndividualMaterialERPCreateRequestConfirmation_In_V1IndividualMaterialERPCreateCheckQueryResponse_In_V1IndividualMaterialERPChangeRequestConfirmation_In_V1

*only start/end point, length and UoM and offsets


Agenda





Reports Enhanced with Linear DataInformation

The following reports have been enhanced with the Linear Data InformationList Reports

Functional Locations, Equipment, Notifications, Orders, Confirmations,Measuring Points, Measuring Documents, Maintenance Plan Items,

Multi-Level List ReportsFunctional Locations, Equipment, Notifications, Orders

Structure List ReportsFunctional Location, Equipment


List Reports - Selection Parameters

There are various selection parameters available to search for objects with linear dataincluding range or segment, LRP ID, Start and/or End Point etc. These selection parametersare consistent across all the list reports.


List Report – Output with Linear DataInformation

The fields displayed in thelist are subject to how thelayout has been set up.As well as the data fieldsshown, additional lineardata fields can beincluded by including themin the layout


Functional Location Structure List with LinearData Information


Multi-Level List Report with Linear DataInformation


Multi-Level List Report in Graphical LayoutSelectable from list output display


Agenda





Business Add-Ins (BAdI’s)

Four Business Add-Ins (BAdI’s) have beenprovided for Linear Asset Management:

1. Adjustment of Linear PointDetermination

2. Adjustment of Linear Data Display3. Enhancement of Linear Data Screen –

example shown4. Checking of Linear Data


Agenda

1. Linear Asset Management

2. Operation Account AssignmentBusiness BackgroundCustomizingMaintenance and Service OrderWork ExecutionPeriod End ProcessingReportingSummary


There has always been a need to cost out individual tasks duringmaintenance while keeping the aggregated total for the entire job,especially in Service Industries.

There is also a need from external bodies (regulators, legal requirements)to capture costs on a detailed level and report them in categories that arenot part of the companies’ overall business strategy.

The Operation Account Assignment (OAA) solution allows for a singleorder with cost objects at the operation level. Each of the processesavailable for the header are now available at the operation.

An order must be header based or operation based costing. There is noability to have mixed mode costing.

The need for detailed costing


Budgeting

Cost Estimation

ResourceRelatedQuotation

Confirmation

Procurement

SRM Integration

G/L Postings

ResourceRelated Billing

Settlement

OLTP CostReporting

OLTP RevenueReporting

BI(Header totals)

Inventory

Planning Execution Closure Analytics

Solution overview

Master Data

Technical ObjectIntegration

Financial AssetIntegration

InvestmentManagement

Operation Account AssignmentTarget Areas of Functional Improvements

The OAA enhancement touches many parts of the EAM work process.

Operation level SRM and BI integration is “planned” for EhP6.


Agenda




Check Enterprise Business FunctionLOG_EAM_OLC is Active

First Node of IMG or Transaction SFW5

Information accessible from here includes:DocumentationRelease NotesTest Catalog


Define Cost Settings for Costs at theOperation Level

Define cost settings in the Customizing activity Define Cost Settings by choosing PlantMaintenance and Customer Service -> Maintenance and Service Processing -> Maintenanceand Service Orders -> Functions and Settings for Order Types -> Costs at Operation Level - >Define Cost Settings

The Costs at Operation Level are defined by order type within each plant.

Refurbishment and Investment orders may not be configured for operationaccount assignment.


Configure Order Types for Customer Billing

Configure Customer Service Orders for Billing in the Customizing activity Configure Order Typesby choosing Plant Maintenance and Customer Service -> Maintenance and Service Processing-> Maintenance and Service Orders -> Functions and Settings for Order Types -> ConfigureOrder Types

In order to run the Resource Related Billingfunctions for an operation account assignmentorder the “Revenue postings” flag must be set.Transaction DP80 for QuotationsTransaction DP90 for Debit Memo Requests

The operation cannot be used as a revenueobject and the “true” revenue object must bedetermined when generating the billing document.

BAdI “BADI_SD_BILLING“ can be used forcustomer defined billing object derivation.


List Editing – Goods Movements for OrdersDefine Field Selection for Goods Movement for Orders

Define field selection for the Operation field in Goods Movement Editing lists in the Customizingactivity Set List Editing for Goods Movements of Orders by choosing Plant Maintenance andCustomer Service -> Maintenance and Service Processing -> Maintenance and Service Orders-> Functions and Settings for Order Types -> Goods Movements for Order -> Set List Editing forGoods Movements of Orders

Enables display and grouping by operation ofgoods movements within an order


BAdI: Maintenance/Service Order: SettlementRule for Operation

Execute the Business Add-In BAdI: Maintenance/Service Order: Settlement Rule for Operation,in the Customizing activity by choosing Plant Maintenance and Customer Service -> SystemEnhancements and Data Transfer -> Business Add-Ins -> Operation Account Assignment ->BAdI: Maintenance/Service Order: Settlement Rule for Operation

You can use this BAdI to create settlement rules for a maintenance or service order at operationlevel.

A default implementation, BADI_OLC_SETTL_RULE_DET_OPR is used to provide the standardlogic for default rule creation. Customers may provide their own implementation to change thebehavior of the settlement rule creation.


BAdI: Define Default Values for OperationAccount Assignment

Execute the Business Add-In BAdI: Define Default Values for Operation Account Assignment, inthe Customizing activity by choosing Plant Maintenance and Customer Service -> SystemEnhancements and Data Transfer -> Business Add-Ins -> Operation Account Assignment ->BAdI: Define Default Values for Operation Account Assignment

By default account assignment values are inherited from the order header. The BAdIES_EAM_OAA_DEFAULT enables you to populate certain fields with default values for amaintenance and service order in the case of account assignment at operation level.

Methods in this BAdI enable you to default values for:1. Costing Sheet, Overhead Key and Profit Center2. Tax Jurisdiction Code.3. Project WBS element.


BAdI: IS-U/FERC: Extension for RegulatorReporting

Execute the Business Add-In BAdI: IS-U/FERC: Extension for Regulator Reporting, in theCustomizing activity by choosing Plant Maintenance and Customer Service -> SystemEnhancements and Data Transfer -> Business Add-Ins -> Operation Account Assignment ->BAdI: IS-U/FERC: Extension for Regulator Reporting

The BAdI ES_EAM_FERC_DEFAULT enables you to populate the Utilities FERC indicator fieldwith a default value for a maintenance and service order in the case of account assignment atoperation level.


Agenda




OAA OrderIndication using System Status

The system status I0053 (ACAS in English) is displayed when theorder operation is the account assignment object. This is the sameindicator as for a PS network with activity level costing.


OAA OrderAccount assignment details and operation costs

The account assignmentdetails for an operation areshown on the AccountAssignment tab of theoperation detail view.

Sub-operation accountassignment values areinherited from the superioroperation.

The FERC indicator field isonly available whenBusiness Function EA-FRCis active.

The costs are displayed inthe cost tabs on the lowerpanel.


Order header

Profit Center

Defaulting for operation takes placewhen a new operation is created.

Order operation

Functional Area

PM Activity Type

Costing Sheet

Overhead Key

Object Class

Business Area

Tax Jurisdiction Code

FERC Indicator

WBS Element

Profit Center

Functional Area

PM Activity Type

Costing Sheet

Overhead Key

Object Class

Business Area

Tax Jurisdiction Code

FERC Indicator

WBS Element

BADI

Overwritedefaultvalueswith

customerlogic

Defaultvalues

Headervalue

=Operation

value

BADIWith customerimplementation

Account Assignment DetailsDefaulting account assignment information


existing header costed orders operation level costing

header

operation

operation

operation

costs:plan/actual header

operation

operation

operationcosts:plan/actual

costs:plan/actual

costs:plan/actual

ORnnnn………

Reporting / Transactions / Extraction

Transformation ofcosts (plan/actual)according to value

categories

OVnnnnOVnnnnOVnnnn…………

Stored in database as

Dynamic summationfor header values

Operation costsUpdate of Plant Maintenance Cost View

OAA order costs are only stored for the operation objects. Header totals are dynamicallysummed as required. No costs are stored on the database for the OAA Order object.


Operation costsCost Display

The cost overview of the operationdisplays individual sub-operationplanned costs if allocated.

The operation costs are thesum of the operation and anysub-operations.

The individual sub-operationplanned costs can be seen onthe overview tab.

Operation relevant quantitiesare calculated in the samemanner as header relevantquantities.


Operation costsSub-operation

The sub-operation inherits account assignment information from the superior operation.

As sub-operations are primarily intended for allocating extra work centers to an operation,the sub-operation displays the total costs of the superior operation and any sub-operations.In the cost overview of the operation the individual sub-operation planned costs may beseen.

Actual costs cannot be posted to a sub-operation.


Copy Estimated Costs from Planned CostsCopy Function

After copy, the status SKKP is set and manual input of estimated values is no longer possible.

The values may be recopied and overwritten as many times as required during the planning phase.

If the Compatible Units functionality is active (Business Function /CUM/MAIN) customizing may be set toallow automatic copy at order release.

For OAA orders manual entry of estimatedcosts is only at the operation level with theheader displaying the sum of the operations.

For ease of use the estimated costs may becopied from the planned costs at any pointuntil order release using the copy estimatedcost button.

The copy function also works with regularheader costed orders.

This copied version may for example beutilized to ‘freeze” the planned costs at time oforder release.


settlementrules

Settlement RulesDefaulting settlement rules


header

operation

operation

operation

header

operation

operation

operation

Order header

Existingdefault engine

settlementrules

settlementrules

settlementrules

BADI tomodify

defaults BADI tomodify

defaultsalreadyexisting

BADI newBADI

A default implementation is used to provide header like default rule logic. If a technical object is assigned tothe operation it will be used to derive default rule. If no technical object is allocated the header technicalobject will be used to attempt a default rule derivation. Settlement rule requirement settings in customizingwill only pass when all operations meet the set condition.


Settlement RulesSettlement rule status

The generation of defaultsettlement rules may betriggered manually foroperations selected in theoperation overview screen.

To facilitate easy viewing ofsettlement rule status it issuggested that the defaultoperation overview list layoutinclude the System Statusfield.

Operations with settlementrules will have status I0028which is “SETC” in English.

Transaction “KOSRLIST_OR” may be used to list settlement rules for all operations of an order.


New LogsOperation settlement rule and account assignment

Two new logs are introduced.

The Operation Account Assignmentmenu is only available when there isan active BAdI implementation.

The settlement rule log displays information from the default rule creation and customermessages returned from implementations of the BAdI BADI_OLC_SETTL_RULE_DET_OPR.

The Operation Account Assignment log displays customer messages returned fromimplementations of the account assignment BAdI ES_EAM_OAA_DEFAULT.


Agenda





header

operation

operation

operation


operation

operation


costs:plan/actual

costs:plan/actual

orde

r no.

orde

r no.

+ o

pera

tion

no.

Timeconfirmation

Inventorymanagement

Procurement(material+services)

G/Lpostings

Sub-operationcosts:plan

TimeConfirmation

only

Postings during Work Management Execution

Generally planned and actual costs are posted at the operation level. The exception isthat sub-operations will only ever have planned costs for activity postings. Actual costs forsub-operation postings will post to the superior operation.



header

operation

operation

operation


operation

operation


costs:plan/actual

costs:plan/actual

Availabilty check

(tolerances,transactions, ..)

Budget

Order BudgetingAvailability Check

Individual order budgets may be set at the orderheader level.

The availability check for postings to theoperation will be against the total of alloperations in the order (Dynamic header total).


Completion ConfirmationIW42 Constraints

When an OAA order is entered in IW42 the entry profile is checked for inclusion of material or servicesub-screens. If these sub-screens do not exist in the profile all operations may be confirmed else an errormessage will notify that entry of an operation is also required.

When a single operation is entered any materials or internal services for the operation will be defaultedfor entry.


PurchasingPurchase Requisition/Order

The operation account assignment from thepurchase requisition is automaticallytransferred to the purchase order.

Manual account assignment to the operation isalso possible.

Purchase requisitions created from OAA orders willhave the originating operation as the defaultaccount assignment object for the item.

A new field VORNR_AUF has been added topurchasing account assignment screens. This fieldis used to enter the order operation field for OAAOrders.


Goods MovementGoods Issue/Receipt

Material reservations for an OAA order default the originating operation as the account assignmentobject.

The goods issue for the reservation retains this operation as the default account assignment object.

Unplanned goods movements may have manual operation account assignment.

The goods receipt for a purchase order maintains the originating operation as the accountassignment object.


Financial DocumentsDocument List and Line Item Detail

For financial document detailed accountassignment (Coding Block) views the fieldVORNR_AUF has been added.

Layouts for financial document details mayinclude the order operation as shown in thetransaction FB03 example.


Project System IntegrationAssignment to WBS Elements

operation level costingorder

header

operation

operation

operation

costs:plan/actual

costs:plan/actual

costs:plan/actual

WBS A

WBS B

WBS A-1

Cost reportingbudgeting Scheduling

Revenue targetdetermination

BAdI

BAdI

BAdI

BAdI

as for orderheadercosting

notapplicable

notapplicable

notapplicable

notapplicable

YES,if WBS

maintained

YES,if WBS

maintained

YES,if WBS

maintained

Functional areas in which theWBS assignment can be used

Operations can individually be assigned to “released” WBSelements.

Header assignment to OAA orders is for scheduling purposesonly.


Project System IntegrationPS Functions Impacting Operations


header

operation

operation

operation


operation

operation


costs:plan/actual

costs:plan/actual

Overheadcalculation

Single and mass processing(e.g. along WBS or project hierarchy )

Interestcalculation

Copy of planversions

(plan / plan)

Creation ofsimulationversions

Settlement

Operations assigned to WBSelements can be included inthe Project structureprocessing functions.


Project System IntegrationProject Structure

Operations allocated to WBS elements are displayed under the assigned WBS in thestructure.

The unassigned operations are displayed under their order outside of the projectstructure.


Project System IntegrationCost Reporting

As with the structure views, any unassigned operations from orders with assignedoperations are displayed under their order outside of the project structure.


OAA Order BillingResource related Quotation and Billing


header

operation

operation

operation


operation

operation


costs:plan/actual

costs:plan/actual

BillingDocument

Debit memoRequest (DR)

Resource relatedquotation (AE)

DP80

DP90

planned costs

actual costs

DP80

DP90

VA22

VA02

Revenue postings toheader costed orderpossible / allowed

order + operation no.removed in billing items

Revenue postings tocost objects allowed to

carry revenues


OAA Order BillingConstraints

With the standard header costed service order, the order itself can be the final revenueobject.

As the operation will not be a revenue object, OAA order takes a different approach.

During the generation of the sales documents from the Resource Related Billingprocess the internal representation of the originating operation is stored in the fieldsAUFPL_OAA/APLZL_OAA for reference purposes.

When the subsequent billing document is created from the sales document the profitcenter from the operation is defaulted as the revenue object and the referenceoperation details are cleared.

If the customer wishes to change this behavior the BAdI “BADI_SD_BILLING” may beused to determine the correct revenue object.

It is suggested for larger jobs that the Project System be used and that WBS elementsassigned to the operations be used as the final revenue objects. The appropriate WBSelement can be read from the originating operation record. This allows for easycombination of different orders into the billing process.


Agenda




Period End ProcessingOverhead Calculation and Settlement


header

operation

operation

operation


operation

operation


costs:plan/actual

costs:plan/actualOverhead

calculation

Single and mass processing

Settlement

Overhead and settlement processing for OAA orders is performed at the individual operation level.

An OAA order will be settled for all operations if none is specified or for individually entered operations.

Mass processing has the same selection options.

Operations allocated to WBS elements may be settled during project system settlement if the “Withorders” option is specified in the settlement selection parameters.


settlementrules

settlementrules

settlementrules

settlementrules

Order SettlementSettlement Options


header

operation

operation

operation


operation

operation


costs:plan/actual

costs:plan/actual

Order

Cost center

Fixed asset

WBS element

G/L account

……………..

Order operation

Settlement receivers

Single and mass processing

Settlement rules cannot be maintained at the header level for OAA orders.

The operation cannot be a settlement receiver.


Order SettlementSettlement Options

An OAA order will be settled for all operations if none is specified or for individually entered operations.

Mass processing has the same selection options.

Operations allocated to WBS elements may be settled during project system settlement if the “With orders” option isspecified in the settlement selection parameters.


Agenda




ReportingOperation overview report

The operation cost overview report shows costs for all operations by value category.

The report can be run as a transaction IW40N and include sub-orders.


ReportingOrder document flow

Each posted document is created under the originating operation.


OAA Orders as sub-ordersHierarchical operation cost report

Each value column is summed to the respective superior node.

Node summation functions can display total, average, maximum andminimum values.

OAA Orders may becreated as sub-orders.

A new hierarchy costreport displays the costsof all order header totalsas well as the individualoperation costs for OAAorders.

This report may be run astransaction IW40N withmultiple order selection.


ReportingCO Reports

The CO Report Writerhas been adjusted toread the operation costobjects.

CO cost reports are available at theoperation and header level. Theheader reports select data from alloperations for the order.

Individual operation details areavailable in the line item reports.


Operation list edit with cost display(IW37/IW49/IW37N/IW49N)

Similar to the order list reportsthe operation lists have thecost fields available fordisplay.


Order PM/CS Cost Rebuild(OLI5N)

Occasionally it is necessary torebuild the Plant Maintenanceview of the order costs in thecase they become out of syncwith the CO values.

The new transaction OLI5N,which calls report RIPMCO01,will rebuild the order headerlevel and operation level costsat the same time.


Agenda




Summary

No business processes have been changed. The only difference is the granularityof the order cost collection.The order operation screens have been enhanced to include account assignmentdata and maintain/display operation costs.PM/CS and FI/CO reports have been adjusted to display the originating operationcosts.Logistics transactions have been enhanced to allow the operation as an accountassignment object.Controlling and financial transactions have been enhanced to allow the operationas an account assignment object.The operation may be assigned to a WBS element and becomes integrated into thePS project structure and period end processing transactions.Applicable BAPI’s have been enhanced to understand the order operation as anaccount assignment object.

Dean FittSAP AG

[email protected]

Kevin MorrowSAP Labs LLC

[email protected]

mailto:[email protected]

mailto:[email protected]


Backup slides


Procurement

Maintenance

Engineering

OperationsBusinessPlanning &Budgeting

DemandPlanning &Creation

Optimized Asset Operations and Maintenance

Service Provider Service Entry

MaintenanceCostBudgeting

TechnicalAssetManagement

DocumentManagement

AssetPerformanceManagement

MaintenancePlanning &Scheduling

Sub-contracting

OperationalSourcing

OrderCollaboration

Operations andMaintenance

ServiceProcurement

Asset Planning

Scheduling

Asset PlanningandScheduling

Engineering

COO

Spare PartsManagement

ProcurementMaintenance Operations

InvoiceCollaboration

CatalogManagement

PartsProcurement

InitiatingMaintenance

Asset andMaintenanceReporting

InventoryManagement

Master DataManagement

Preventive &CorrectiveMaintenance

ServiceDeliveryCon-firmation

Refurbish-mentProcessing

ConsumptionDrivenPlanning

OperationalProcurement

ProductionPlanning

WorkClearanceManagement

ShutdownManagement

Optimized Asset Operations and Maintenance connects processes across departmentsto ensure asset availability at lowest cost.


Key BenefitsSolution Enhancements

Manage continuous assetswith dynamic segmentation.

Identify maintenancelocations (where to work), bylinear attributes likestart/end point, length andoffsets.

Increase assets capabilityand availability as lowperformance in any linearsection can have big impacton overall throughput.

Ability to report on ordercosts at operation level

Linear Asset Management – One Page Summary

Linear Asset ManagementLinear Asset Management is functionality

within the Plant Maintenance (PM) modulewhich is especially designed to meet therequirements of linear asset maintenance.

In Asset Intensive Industries like Oil &Gas, Railways, Utilities and Public Sectorthe utilization of traditional hierarchicalstructure of assets to represent theirproduction or infrastructure networks is acomplex and difficult process.

The need to represent and model assetswhich extend for several kilometers (ormiles) with changing characteristics andconditions requires modeling andmanagement tools to provide the specificcapabilities to support and manage thesecomplex assets.

Linear referencing functions e.g.schema for markers.Linear data modeling -Enhancement of technicalobjects functions (functionallocation and equipment) andclassification system to supportthe definition of a linear asset.Linear asset work management -Enhancement of work orderprocessing to support linear workdefinition including work orders,confirmations and maintenanceplans.Inspection and conditionmonitoring - Enhancement ofnotifications, measurementpoints/Counters andmeasurement documents tosupport linear information.Reports for all of the above.

Engineering

COO

ProcurementMaintenance Operations


The Linear Data Fields in Technical AssetMaster Data

Both functional locations and equipment can be linear assets. The customizing ofthe category will indicate that functional locations and equipments are linear assets.

For these LAM categories the Linear Data Fields can be maintained in the masterdata in a separate tab (subject to customizing).

If point-oriented (discrete) assets are managed within LAM e.g. posts, road signs itis only necessary to maintain the start point.

For linear objects the length maintained is not checked against the differencebetween starting and end point. There are several cases that this data does notcoincide e.g. so called “short miles”


Linear Data Fields Based on Technical Object(Equipment) Category Customizing


Linear Data Fields in Equipment


Asset Viewer Web DynproPart of Maintenance Worker Role


All Screens Available as Web DynproExample for Technical Object


Linear Referencing Pattern (LRP)

The LRP is assigned to linear asset elements to use them as reference points whenevents or locations have to be described.

Patterns are used to indicate the distance from the starting point to the location wherethe marker is placed.

LinearElement

MP1 MP2

10 Miles

MP3 MP4 MP5 MP6 MP7 MP8 MP9

XLinearElement

Mile Post

ReferencePost

ReferenceLocation

2.5 miles

MP1 MP2

1.0 1.0 0.5

RP1 RP2

©

MilePoint

10 Miles

2.5 Miles

4 KmMeterPoint

MP2+0.5 Miles

RP2+0.400 Miles

©+1.8 Miles


Linear Referencing Pattern (LRP)

Marker Location UOM Length UOM

MP1 1 Mile 1 Mile

MP2 2 Mile 1 Mile

MP3 2.95 Mile 0.95 Mile


MP5 4.90 Mile 1 Mile




MP9 9.1 Mile 1 Mile

Patterns are usually distributed uniformly along the linear element to representhomogeneous distance segments (in some exceptional cases some markers havedifferent lengths).

The patterns are indicated in the same unit of measure used to define the linearasset element (Miles, Kilometers, Meters, etc.).


The Linear Data Fields in Work Management

In Work Orders the Linear Data Fields are on the level of the header and on the level of theoperations.On the header level the Linear Data Fields allows to define for the reference object whereexactly the work has to start and/or end and what is the extension/length of the work. Thisallows also to get information about the costs (planned/actual) per unit of length.On the level of operations the Linear Data Fields allows (in addition to the information onheader level) to describe in more detail where each of the activities has to be performed.If the work order is performed for several assets they will be listed in the object list on theheader level. If work is performed especially for one of these assets this one can be assignedto an operation. In this case the Linear Data Fields allows to specify the worklocation/extension particular for this assigned asset on operation level.

The following objects have been enhanced with the Linear Data Fields.Work Order HeaderWork Order OperationWork Order ConfirmationsMaintenance Plan ItemRelevant List Reports


Summary - Linear Data Fields and TechnicalObjects in Orders

Work orderheader

operation

operation

operation

technical object

technical object

technical object

technical object

Linear Data Fields

Linear Data Fields

Linear Data Fields

Linear Data Fields

new with LAM

new with LAM

new with LAM

new with LAM

existing

ECC6 EHP4

ECC6 EHP4

ECC6 EHP4

Work Order processing

Note: this is a simplified view on the order and notification structure. It shows only those objects whereLinear Data Fields are assigned. Others like object list, components, settlement rules (in the order) or tasks

and activities (in the notification) are not shown here for simplicity reasons.


Inspection and Condition Monitoring

For condition monitoring and inspections information of different characteristics andformats can be entered.This information can be a stream of measured samples for one or several LinearAssets or by capturing specific events that are found during physical inspection.Linear Asset Condition information can be obtained through the use of DiagnosticEquipment or through activities like walkdowns or helicopter surveys where a visualsurvey is carried out and where exceptions are recorded.For Inspection and Condition Monitoring processes the following objects have beenenhanced with the Linear Data Fields:

Notification HeaderNotification ItemMeasurement Point / CounterMeasurement Document


Summary - Linear Data Fields and TechnicalObjects in Notifications

Notificationheader

item

item

item

technical object

technical object

technical object

technical object

Linear Data Fields

Linear Data Fields

Linear Data Fields

Linear Data Fields

new with LAM

new with LAM

new with LAM

new with LAM

existing

new with LAM

new with LAM

new with LAM

Notification processing

Note: this is a simplified view on the order and notification structure. It shows only those objects whereLinear Data Fields are assigned. Others like object list, components, settlement rules (in the order) or tasks

and activities (in the notification) are not shown here for simplicity reasons.

linear asset management operation account assignment fitt morrow rkt les 21june2010

Documents

linear asset sap ag

linear asset management2

sap erp

sap intentionallyor

linear aspect

asset type

dynamic segmentation

linear referencing method